Zullo Investment Group, Inc. — 13F Holdings & Portfolio
CIK 1909760 · latest 13F-HR filed 2026-04-15
Zullo Investment Group, Inc. manages $263.5M in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (15.37%), NVDA (8.26%), MSFT (5.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 8, added to 48, and trimmed 53.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$263.5M
Long-equity book
158
Distinct positions
2026-03-31
Filed 2026-04-15
+12 / −8 / ↑48 / ↓53
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT SECTOR SPDR TR$1.4M +52.5%
- SCHWAB STRATEGIC TR$707.9K +23.9%
- JOHNSON & JOHNSON$571.4K +20.8%
- CHEVRON CORPORATION$439.8K +49.6%
- FEDEX CORP$439.7K +26.2%
Top Trims
- APPLE INC-$3.4M -7.7%
- MICROSOFT CORP-$2.8M -17.5%
- NVIDIA CORPORATION-$2.6M -10.6%
- META PLATFORMS INC-$1.2M -13.9%
- TESLA INC-$1.1M -22.9%
New Positions
- SSGA ACTIVE TR$798.9K
- KINDER MORGAN INC DEL$225.6K
- APPLIED MATLS INC$220.1K
- AMERICAN ELEC PWR CO INC$216.3K
- ISHARES TR$216.2K
Exited Positions
- RIGETTI COMPUTING INC$274.1K
- ISHARES TR$245.2K
- ISHARES SILVER TR$210.7K
- CLOROX CO DEL$208.2K
- THERMO FISHER SCIENTIFIC INC$206.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $40.5M | 15.37% | 159,600 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $21.8M | 8.26% | 124,819 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $13.2M | 5.00% | 35,559 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $9.0M | 3.43% | 68,080 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $8.7M | 3.31% | 41,831 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $7.4M | 2.81% | 12,945 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.1M | 2.31% | 20,734 | SH |
| 8 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $5.3M | 2.01% | 107,144 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $5.2M | 1.96% | 18,025 | SH |
| 10 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $4.2M | 1.58% | 67,864 | SH |
| 11 | TESLA INC | TSLA | 88160R101 | $3.8M | 1.43% | 10,114 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $3.7M | 1.39% | 119,654 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $3.6M | 1.37% | 12,592 | SH |
| 14 | WALMART INC | WMT | 931142103 | $3.6M | 1.36% | 28,851 | SH |
| 15 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $3.5M | 1.34% | 21,842 | SH |
| 16 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $3.4M | 1.29% | 30,762 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.3M | 1.26% | 13,551 | SH |
| 18 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.1M | 1.17% | 20,984 | SH |
| 19 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $2.9M | 1.09% | 62,372 | SH |
| 20 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $2.7M | 1.01% | 24,482 | SH |
| 21 | NETFLIX INC. | NFLX | 64110L106 | $2.6M | 0.99% | 27,231 | SH |
| 22 | HOME DEPOT INC | HD | 437076102 | $2.6M | 0.99% | 7,942 | SH |
| 23 | VANGUARD INDEX FDS | VOO | 922908363 | $2.4M | 0.90% | 3,990 | SH |
| 24 | PROCTER & GAMBLE CO | PG | 742718109 | $2.4M | 0.89% | 16,295 | SH |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.3M | 0.86% | 4,737 | SH |
| 26 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $2.3M | 0.86% | 45,431 | SH |
| 27 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $2.2M | 0.85% | 2,632 | SH |
| 28 | VISA INC | V | 92826C839 | $2.2M | 0.84% | 7,308 | SH |
| 29 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.2M | 0.83% | 10,725 | SH |
| 30 | BROADCOM INC | AVGO | 11135F101 | $2.1M | 0.81% | 6,928 | SH |
| 31 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $2.1M | 0.81% | 42,674 | SH |
| 32 | FEDEX CORP | FDX | 31428X106 | $2.1M | 0.80% | 5,953 | SH |
| 33 | MCDONALDS CORP | MCD | 580135101 | $2.1M | 0.80% | 6,745 | SH |
| 34 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $2.0M | 0.75% | 24,174 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $2.0M | 0.75% | 3,029 | SH |
| 36 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.0M | 0.74% | 1,962 | SH |
| 37 | SCHWAB CHARLES CORP | SCHW | 808513105 | $1.8M | 0.67% | 18,807 | SH |
| 38 | MORGAN STANLEY | MS | 617446448 | $1.8M | 0.67% | 10,710 | SH |
| 39 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $1.7M | 0.64% | 4,336 | SH |
| 40 | VANGUARD WORLD FD | VGT | 92204A702 | $1.7M | 0.63% | 2,382 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $1.6M | 0.61% | 1,755 | SH |
| 42 | PIMCO CORPORATE & INCOME OPP | PTY | 72201B101 | $1.6M | 0.59% | 128,967 | SH |
| 43 | UNITED PARCEL SVCS INC | UPS | 911312106 | $1.5M | 0.58% | 15,624 | SH |
| 44 | CATERPILLAR INC | CAT | 149123101 | $1.4M | 0.53% | 1,953 | SH |
| 45 | MERCK & CO INC | MRK | 58933Y105 | $1.3M | 0.51% | 11,122 | SH |
| 46 | CHEVRON CORPORATION | CVX | 166764100 | $1.3M | 0.50% | 6,413 | SH |
| 47 | CISCO SYS INC | CSCO | 17275R102 | $1.3M | 0.50% | 16,878 | SH |
| 48 | BOEING CO | BA | 097023105 | $1.3M | 0.49% | 6,463 | SH |
| 49 | EXXON MOBIL CORP | XOM | 30231G102 | $1.3M | 0.48% | 7,385 | SH |
| 50 | ABBVIE INC | ABBV | 00287Y109 | $1.2M | 0.46% | 5,551 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $263.5M | 158 | 0001909760-26-000002 |
| 2025-12-31 | 2026-01-26 | $273.4M | 154 | 0001909760-26-000001 |