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Zullo Investment Group, Inc.

Q2 2026 13F filing

Updated 44 days ago

157 disclosed positions worth $293.1M

Portfolio value
$293.1M
Total holdings
157
New positions
12
Closed positions
13
Increased
27
Decreased
102
Turnover
15.9%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-1.1%
Value
$45.7M
Shares
157.9K
% Port
15.59%
N

NVIDIA CORPORATION

-1.5%
Value
$24.6M
Shares
122.9K
% Port
8.39%
M

MICROSOFT CORP

-1.7%
Value
$13M
Shares
34.9K
% Port
4.45%
S

SELECT SECTOR SPDR TR

-3.9%
Value
$12.5M
Shares
65.4K
% Port
4.25%
A

AMAZON COM INC

-1.9%
Value
$9.8M
Shares
41.0K
% Port
3.34%
M

META PLATFORMS INC

-3.7%
Value
$7M
Shares
12.5K
% Port
2.40%
J

JPMORGAN CHASE & CO

-3.7%
Value
$6.5M
Shares
20.0K
% Port
2.23%
G

ALPHABET INC

-2.1%
Value
$6.2M
Shares
17.6K
% Port
2.13%
A
9.AMD

ADVANCED MICRO DEVICES INC

-0.8%
Value
$6.2M
Shares
10.6K
% Port
2.11%
S

SELECT SECTOR SPDR TR

-2.3%
Value
$5.6M
Shares
104.7K
% Port
1.92%
S

SCHWAB STRATEGIC TR

+13.0%
Value
$4.3M
Shares
135.2K
% Port
1.46%
T
12.TSLA

TESLA INC

+0.1%
Value
$4.3M
Shares
10.1K
% Port
1.45%
G

ALPHABET INC

-6.8%
Value
$4.2M
Shares
11.7K
% Port
1.43%
S

SELECT SECTOR SPDR TR

-4.1%
Value
$3.9M
Shares
20.9K
% Port
1.32%
S

SELECT SECTOR SPDR TR

-5.5%
Value
$3.4M
Shares
64.1K
% Port
1.16%
C
16.CRWD

CROWDSTRIKE HLDGS INC

+1.0%
Value
$3.3M
Shares
4.4K
% Port
1.14%
J
17.JNJ

JOHNSON & JOHNSON

-3.4%
Value
$3.3M
Shares
13.1K
% Port
1.13%
S

SELECT SECTOR SPDR TR

-2.6%
Value
$3.2M
Shares
20.4K
% Port
1.11%
S

SELECT SECTOR SPDR TR

-8.8%
Value
$3M
Shares
28.1K
% Port
1.03%
S
20.STX

SEAGATE TECHNOLOGY HLDNGS PL

Unchanged
Value
$2.9M
Shares
3.0K
% Port
0.99%
W
21.WMT

WALMART INC

-12.6%
Value
$2.9M
Shares
25.2K
% Port
0.97%
M
22.MU

MICRON TECHNOLOGY INC

-3.8%
Value
$2.8M
Shares
2.4K
% Port
0.96%
V
23.VGES

VANGUARD INDEX FDS

+0.6%
Value
$2.8M
Shares
4.0K
% Port
0.94%
H
24.HD

HOME DEPOT INC

-2.6%
Value
$2.7M
Shares
7.7K
% Port
0.93%
S

SELECT SECTOR SPDR TR

-5.5%
Value
$2.7M
Shares
23.1K
% Port
0.93%
S

SELECT SECTOR SPDR TR

-4.3%
Value
$2.7M
Shares
59.7K
% Port
0.92%
A
27.AVGO

BROADCOM INC

-0.1%
Value
$2.6M
Shares
6.9K
% Port
0.89%
V
28.V

VISA INC

+0.4%
Value
$2.5M
Shares
7.3K
% Port
0.86%
G

GOLDMAN SACHS GROUP INC

-7.5%
Value
$2.5M
Shares
2.4K
% Port
0.84%
B

BERKSHIRE HATHAWAY INC DEL

-2.2%
Value
$2.3M
Shares
4.6K
% Port
0.79%
E
31.ETHA

ISHARES TR

-1.0%
Value
$2.2M
Shares
3.0K
% Port
0.77%
V
32.VGES

VANGUARD WORLD FD

+684.7%
Value
$2.2M
Shares
18.7K
% Port
0.76%
M

MORGAN STANLEY

-1.7%
Value
$2.2M
Shares
10.5K
% Port
0.75%
S

SELECT SECTOR SPDR TR

-5.0%
Value
$2.2M
Shares
43.1K
% Port
0.75%
L
35.LLY

ELI LILLY & CO

+2.0%
Value
$2.1M
Shares
1.8K
% Port
0.73%
P
36.PG

PROCTER & GAMBLE CO

-11.2%
Value
$2.1M
Shares
14.5K
% Port
0.72%
C
37.CAT

CATERPILLAR INC

-0.3%
Value
$2.1M
Shares
1.9K
% Port
0.71%
N
38.NFLX

NETFLIX INC.

+0.8%
Value
$2M
Shares
27.5K
% Port
0.67%
A
39.AAPL

SELECT SECTOR SPDR TR

-3.2%
Value
$1.9M
Shares
23.4K
% Port
0.66%
C
40.CSCO

CISCO SYS INC

-6.0%
Value
$1.9M
Shares
15.9K
% Port
0.64%
C
41.COST

COSTCO WHOLESALE CORPORATION

-0.1%
Value
$1.8M
Shares
2.0K
% Port
0.63%
F
42.FDX

FEDEX CORP

-2.6%
Value
$1.8M
Shares
5.8K
% Port
0.62%
M
43.MCD

MCDONALDS CORP

-3.2%
Value
$1.8M
Shares
6.5K
% Port
0.60%
V
44.VZ

VERIZON COMMUNICATIONS INC

-3.1%
Value
$1.8M
Shares
41.4K
% Port
0.60%
U
45.UPS

UNITED PARCEL SVCS INC

-0.8%
Value
$1.7M
Shares
15.5K
% Port
0.57%
S

SCHWAB CHARLES CORP

-5.3%
Value
$1.6M
Shares
17.8K
% Port
0.56%
U
47.UNH

UNITEDHEALTH GROUP INC

-0.8%
Value
$1.5M
Shares
3.7K
% Port
0.53%
P
48.PTY

PIMCO CORPORATE & INCOME OPP

-7.6%
Value
$1.4M
Shares
119.2K
% Port
0.49%
B

BOEING CO

+0.2%
Value
$1.4M
Shares
6.5K
% Port
0.48%
A
50.ABBV

ABBVIE INC

-0.2%
Value
$1.4M
Shares
5.5K
% Port
0.48%