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Zullo Investment Group, Inc. — 13F Holdings & Portfolio

CIK 1909760 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Zullo Investment Group, Inc. manages $293.1M in 13F-reported U.S. long-equity assets across 157 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (15.59%), NVDA (8.39%), MSFT (4.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 13, added to 77, and trimmed 31.

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.

Filer Information
Address
132 ADAMS AVENUE
SCRANTON, PA 18503
Phone
(570) 543-5255
Filing Manager
Zullo Investment Group, Inc.
SCRANTON, PA
Signatory
Tracy A. Zullo
Principal
Loading holdings…
AUM

$293.1M

Long-equity book

Holdings

157

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+12 / −13 / ↑77 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$5.2M +12.8%
  • ADVANCED MICRO DEVICES INC$4.0M +183.3%
  • SELECT SECTOR SPDR TR$3.4M +37.7%
  • NVIDIA CORPORATION$2.8M +13.0%
  • MICRON TECHNOLOGY INC$2.0M +228.9%
Show all 77 →

Top Trims

  • SELECT SECTOR SPDR TR-$752.4K -18.1%
  • WALMART INC-$728.3K -20.3%
  • NETFLIX INC.-$657.9K -25.1%
  • SELECT SECTOR SPDR TR-$404.5K -11.9%
  • VERIZON COMMUNICATIONS INC-$391.4K -18.3%
Show all 31 →

New Positions

  • SPACE EXPLORATION TECHN CORP$555.8K
  • MARVELL TECHNOLOGY INC$514.3K
  • SANDISK CORP$466.1K
  • VANGUARD WHITEHALL FDS$343.7K
  • WESTERN DIGITAL CORP$287.6K
Show all 12 →

Exited Positions

  • EXXON MOBIL CORP$1.3M
  • VANGUARD INDEX FDS$497.6K
  • HONEYWELL INTL INC$472.3K
  • CAPITAL ONE FINL CORP$438.8K
  • AUTODESK INC$227.0K
Show all 13 →
All Holdings

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 $45.7M 15.59% 157,905 SH
2 NVIDIA CORPORATION NVDA 67066G104 $24.6M 8.39% 122,919 SH
3 MICROSOFT CORP MSFT 594918104 $13.0M 4.45% 34,948 SH
4 SELECT SECTOR SPDR TR XLK 81369Y803 $12.5M 4.25% 65,396 SH
5 AMAZON COM INC AMZN 023135106 $9.8M 3.34% 41,044 SH
6 META PLATFORMS INC META 30303M102 $7.0M 2.40% 12,467 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $6.5M 2.23% 19,973 SH
8 ALPHABET INC GOOG 02079K107 $6.2M 2.13% 17,645 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $6.2M 2.11% 10,640 SH
10 SELECT SECTOR SPDR TR XLF 81369Y605 $5.6M 1.92% 104,731 SH
11 SCHWAB STRATEGIC TR SCHD 808524797 $4.3M 1.46% 135,169 SH
12 TESLA INC TSLA 88160R101 $4.3M 1.45% 10,122 SH
13 ALPHABET INC GOOGL 02079K305 $4.2M 1.43% 11,739 SH
14 SELECT SECTOR SPDR TR XLI 81369Y704 $3.9M 1.32% 20,943 SH
15 SELECT SECTOR SPDR TR XLE 81369Y506 $3.4M 1.16% 64,112 SH
16 CROWDSTRIKE HLDGS INC CRWD 22788C105 $3.3M 1.14% 4,381 SH
17 JOHNSON & JOHNSON JNJ 478160104 $3.3M 1.13% 13,095 SH
18 SELECT SECTOR SPDR TR XLV 81369Y209 $3.2M 1.11% 20,430 SH
19 SELECT SECTOR SPDR TR XLC 81369Y852 $3.0M 1.03% 28,058 SH
20 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $2.9M 0.99% 2,996 SH
21 WALMART INC WMT 931142103 $2.9M 0.97% 25,227 SH
22 MICRON TECHNOLOGY INC MU 595112103 $2.8M 0.96% 2,441 SH
23 VANGUARD INDEX FDS VOO 922908363 $2.8M 0.94% 4,015 SH
24 HOME DEPOT INC HD 437076102 $2.7M 0.93% 7,732 SH
25 SELECT SECTOR SPDR TR XLY 81369Y407 $2.7M 0.93% 23,137 SH
26 SELECT SECTOR SPDR TR XLU 81369Y886 $2.7M 0.92% 59,660 SH
27 BROADCOM INC AVGO 11135F101 $2.6M 0.89% 6,919 SH
28 VISA INC V 92826C839 $2.5M 0.86% 7,338 SH
29 GOLDMAN SACHS GROUP INC GS 38141G104 $2.5M 0.84% 2,436 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.3M 0.79% 4,633 SH
31 ISHARES TR IVV 464287200 $2.2M 0.77% 3,000 SH
32 VANGUARD WORLD FD VGT 92204A702 $2.2M 0.76% 18,692 SH
33 MORGAN STANLEY MS 617446448 $2.2M 0.75% 10,526 SH
34 SELECT SECTOR SPDR TR XLB 81369Y100 $2.2M 0.75% 43,136 SH
35 ELI LILLY & CO LLY 532457108 $2.1M 0.73% 1,791 SH
36 PROCTER & GAMBLE CO PG 742718109 $2.1M 0.72% 14,473 SH
37 CATERPILLAR INC CAT 149123101 $2.1M 0.71% 1,947 SH
38 NETFLIX INC. NFLX 64110L106 $2.0M 0.67% 27,456 SH
39 SELECT SECTOR SPDR TR XLP 81369Y308 $1.9M 0.66% 23,410 SH
40 CISCO SYS INC CSCO 17275R102 $1.9M 0.64% 15,860 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.8M 0.63% 1,959 SH
42 FEDEX CORP FDX 31428X106 $1.8M 0.62% 5,800 SH
43 MCDONALDS CORP MCD 580135101 $1.8M 0.60% 6,532 SH
44 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.8M 0.60% 41,352 SH
45 UNITED PARCEL SVCS INC UPS 911312106 $1.7M 0.57% 15,505 SH
46 SCHWAB CHARLES CORP SCHW 808513105 $1.6M 0.56% 17,802 SH
47 UNITEDHEALTH GROUP INC UNH 91324P102 $1.5M 0.53% 3,712 SH
48 PIMCO CORPORATE & INCOME OPP PTY 72201B101 $1.4M 0.49% 119,172 SH
49 BOEING CO BA 097023105 $1.4M 0.48% 6,475 SH
50 ABBVIE INC ABBV 00287Y109 $1.4M 0.48% 5,542 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $293.1M 157 0001909760-26-000003
2026-03-31 2026-04-15 $263.5M 158 0001909760-26-000002
2025-12-31 2026-01-26 $273.4M 154 0001909760-26-000001