Zullo Investment Group, Inc.

Est. AUM

$263.5M

13F long equity, this entity only

Positions

158

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$40.5M	159600	15.37%	SOLE
2	NVIDIA CORPORATION	COM	$21.8M	124819	8.26%	SOLE
3	MICROSOFT CORP	COM	$13.2M	35559	4.99%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.0M	68080	3.43%	SOLE
5	AMAZON COM INC	COM	$8.7M	41831	3.31%	SOLE
6	META PLATFORMS INC	CL A	$7.4M	12945	2.81%	SOLE
7	JPMORGAN CHASE & CO	COM	$6.1M	20734	2.31%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.3M	107144	2.01%	SOLE
9	ALPHABET INC	CAP STK CL C	$5.2M	18025	1.96%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.2M	67864	1.58%	SOLE
11	TESLA INC	COM	$3.8M	10114	1.43%	SOLE
12	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.7M	119654	1.39%	SOLE
13	ALPHABET INC	CAP STK CL A	$3.6M	12592	1.37%	SOLE
14	WALMART INC	COM	$3.6M	28851	1.36%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET IND	$3.5M	21842	1.34%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET COM	$3.4M	30762	1.29%	SOLE
17	JOHNSON & JOHNSON	COM	$3.3M	13551	1.26%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.1M	20984	1.17%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET UTI	$2.9M	62372	1.09%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET CON	$2.7M	24482	1.01%	SOLE
21	NETFLIX INC.	COM	$2.6M	27231	0.99%	SOLE
22	HOME DEPOT INC	COM	$2.6M	7942	0.99%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	3990	0.90%	SOLE
24	PROCTER & GAMBLE CO	COM	$2.4M	16295	0.89%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4737	0.86%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.3M	45431	0.86%	SOLE
27	GOLDMAN SACHS GROUP INC	COM	$2.2M	2632	0.84%	SOLE
28	VISA INC	COM CL A	$2.2M	7308	0.84%	SOLE
29	ADVANCED MICRO DEVICES INC	COM	$2.2M	10725	0.83%	SOLE
30	BROADCOM INC	COM	$2.1M	6928	0.81%	SOLE
31	VERIZON COMMUNICATIONS INC	COM	$2.1M	42674	0.81%	SOLE
32	FEDEX CORP	COM	$2.1M	5953	0.80%	SOLE
33	MCDONALDS CORP	COM	$2.1M	6745	0.80%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET CON	$2.0M	24174	0.75%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$2.0M	3029	0.75%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$2.0M	1962	0.74%	SOLE
37	SCHWAB CHARLES CORP	COM	$1.8M	18807	0.67%	SOLE
38	MORGAN STANLEY	COM NEW	$1.8M	10710	0.67%	SOLE
39	CROWDSTRIKE HLDGS INC	CL A	$1.7M	4336	0.64%	SOLE
40	VANGUARD WORLD FD	INF TECH ETF	$1.7M	2382	0.63%	SOLE
41	ELI LILLY & CO	COM	$1.6M	1755	0.61%	SOLE
42	PIMCO CORPORATE & INCOME OPP	COM	$1.6M	128967	0.59%	SOLE
43	UNITED PARCEL SVCS INC	CL B	$1.5M	15624	0.58%	SOLE
44	CATERPILLAR INC	COM	$1.4M	1953	0.52%	SOLE
45	MERCK & CO INC	COM	$1.3M	11122	0.51%	SOLE
46	CHEVRON CORPORATION	COM	$1.3M	6413	0.50%	SOLE
47	CISCO SYS INC	COM	$1.3M	16878	0.50%	SOLE
48	BOEING CO	COM	$1.3M	6463	0.49%	SOLE
49	EXXON MOBIL CORP	COM	$1.3M	7385	0.48%	SOLE
50	ABBVIE INC	COM	$1.2M	5551	0.46%	SOLE

1–50 of 158

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.