Zullo Investment Group, Inc. Portfolio Stock Holdings
Zullo Investment Group, Inc. disclosed 158 stock positions valued at approximately $263.5 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 158
- Portfolio Value
- $263.5M
Holdings by Sector
Zullo Investment Group, Inc. Portfolio Holdings in Q1 2026
156 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 15.37% | 159,600 | -1,735 | -1.08% | $40,505,017 |
| NVIDIA CORPORATION | NVDA | Technology | 8.26% | 124,819 | -5,723 | -4.38% | $21,768,555 |
| MICROSOFT CORP | MSFT | Technology | 5.00% | 35,559 | +2,574 | +7.80% | $13,162,906 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.43% | 68,080 | +2,715 | +4.15% | $9,047,901 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.31% | 41,831 | -34 | -0.08% | $8,712,142 |
| META PLATFORMS INC | META | Communication Services | 2.81% | 12,945 | -81 | -0.62% | $7,406,644 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.31% | 20,734 | +198 | +0.96% | $6,099,376 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.01% | 107,144 | +1,633 | +1.55% | $5,289,746 |
| ALPHABET INC | GOOG | Communication Services | 1.96% | 18,025 | -638 | -3.42% | $5,170,784 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.58% | 67,864 | +6,877 | +11.28% | $4,157,373 |
| TESLA INC | TSLA | Consumer Cyclical | 1.43% | 10,114 | -730 | -6.73% | $3,759,880 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.39% | 119,654 | +11,632 | +10.77% | $3,671,003 |
| ALPHABET INC | GOOGL | Communication Services | 1.37% | 12,592 | +865 | +7.38% | $3,621,155 |
| WALMART INC | WMT | Consumer Defensive | 1.36% | 28,851 | +151 | +0.53% | $3,585,620 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.34% | 21,842 | +828 | +3.94% | $3,532,546 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.29% | 30,762 | +1,203 | +4.07% | $3,410,365 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.26% | 13,551 | +307 | +2.32% | $3,312,500 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.17% | 20,984 | +1,007 | +5.04% | $3,076,566 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.09% | 62,372 | +2,159 | +3.59% | $2,862,251 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.01% | 24,482 | +1,191 | +5.11% | $2,668,100 |
| NETFLIX INC. | NFLX | Communication Services | 0.99% | 27,231 | -411 | -1.49% | $2,618,261 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.99% | 7,942 | +60 | +0.76% | $2,612,363 |
| VANGUARD INDEX FDS | VOO | Other | 0.90% | 3,990 | - | - | $2,384,225 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.89% | 16,295 | +1,325 | +8.85% | $2,353,770 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.86% | 4,737 | +18 | +0.38% | $2,270,302 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.86% | 45,431 | +1,615 | +3.69% | $2,270,229 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.85% | 2,632 | +20 | +0.77% | $2,226,753 |
| VISA INC | V | Financial Services | 0.84% | 7,308 | -21 | -0.29% | $2,208,945 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.83% | 10,725 | -114 | -1.05% | $2,181,787 |
| BROADCOM INC | AVGO | Technology | 0.81% | 6,928 | -354 | -4.86% | $2,144,507 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.81% | 42,674 | -1,136 | -2.59% | $2,142,236 |
| FEDEX CORP | FDX | Industrials | 0.80% | 5,953 | +135 | +2.32% | $2,120,352 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.80% | 6,745 | +239 | +3.67% | $2,096,289 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.75% | 24,174 | +1,215 | +5.29% | $1,981,796 |
| ISHARES TR | IVV | Other | 0.75% | 3,029 | +24 | +0.80% | $1,978,694 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.74% | 1,962 | +10 | +0.51% | $1,955,447 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.67% | 18,807 | -521 | -2.70% | $1,767,497 |
| MORGAN STANLEY | MS | Financial Services | 0.67% | 10,710 | +146 | +1.38% | $1,762,616 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.64% | 4,336 | -9 | -0.21% | $1,692,818 |
| VANGUARD WORLD FD | VGT | Other | 0.63% | 2,382 | -86 | -3.48% | $1,661,969 |
| ELI LILLY & CO | LLY | Healthcare | 0.61% | 1,755 | +41 | +2.39% | $1,614,310 |
| PIMCO CORPORATE & INCOME OPP | PTY | Financial Services | 0.59% | 128,967 | -11,061 | -7.90% | $1,555,346 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.58% | 15,624 | +80 | +0.51% | $1,537,169 |
| CATERPILLAR INC | CAT | Industrials | 0.53% | 1,953 | +2 | +0.10% | $1,383,973 |
| MERCK & CO INC | MRK | Healthcare | 0.51% | 11,122 | +83 | +0.75% | $1,337,949 |
| CHEVRON CORPORATION | CVX | Energy | 0.50% | 6,413 | +593 | +10.19% | $1,326,963 |
| CISCO SYS INC | CSCO | Technology | 0.50% | 16,878 | -214 | -1.25% | $1,309,576 |
| BOEING CO | BA | Industrials | 0.49% | 6,463 | +91 | +1.43% | $1,286,331 |
| EXXON MOBIL CORP | XOM | Energy | 0.48% | 7,385 | +374 | +5.33% | $1,253,086 |
| ABBVIE INC | ABBV | Healthcare | 0.46% | 5,551 | -53 | -0.95% | $1,207,498 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.45% | 2,996 | - | - | $1,173,713 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.44% | 28,119 | +2,195 | +8.47% | $1,148,135 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.43% | 7,753 | -1,053 | -11.96% | $1,134,109 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.43% | 4,678 | +153 | +3.38% | $1,134,003 |
| PEPSICO INC | PEP | Consumer Defensive | 0.42% | 7,077 | -66 | -0.92% | $1,099,010 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.42% | 8,650 | - | - | $1,098,321 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.41% | 1,774 | +111 | +6.67% | $1,072,412 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.40% | 4,418 | +50 | +1.14% | $1,043,988 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.38% | 3,743 | +198 | +5.59% | $1,012,821 |
| SHOPIFY INC | SHOP | Technology | 0.38% | 8,440 | +102 | +1.22% | $1,001,153 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.37% | 13,585 | -1,217 | -8.22% | $977,169 |
| PPL CORP | PPL | Utilities | 0.34% | 23,786 | -120 | -0.50% | $908,660 |
| RTX CORPORATION | RTX | Industrials | 0.34% | 4,693 | +87 | +1.89% | $905,395 |
| QUALCOMM INC | QCOM | Technology | 0.34% | 6,934 | +169 | +2.50% | $893,011 |
| ANALOG DEVICES INC | ADI | Technology | 0.33% | 2,759 | -21 | -0.76% | $877,951 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.33% | 9,271 | -204 | -2.15% | $861,098 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.33% | 2,536 | +145 | +6.06% | $856,822 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.32% | 14,426 | -371 | -2.51% | $847,996 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.32% | 8,542 | -200 | -2.29% | $834,518 |
| SSGA ACTIVE TR | XLSR | Other | 0.30% | 13,836 | +13,836 | +100.00% | $798,891 |
| BANK AMERICA CORP | BAC | Financial Services | 0.30% | 15,962 | +57 | +0.36% | $778,150 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.27% | 2,761 | -18 | -0.65% | $718,802 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 1,205 | +124 | +11.47% | $696,044 |
| COCA COLA CO | KO | Consumer Defensive | 0.26% | 9,118 | +194 | +2.17% | $693,438 |
| LAM RESEARCH CORP | LRCX | Other | 0.26% | 3,160 | +26 | +0.83% | $675,377 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 1,010 | +120 | +13.48% | $656,843 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.25% | 3,961 | - | - | $654,972 |
| TARGET CORP | TGT | Consumer Defensive | 0.25% | 5,364 | +531 | +10.99% | $650,174 |
| ISHARES TR | ITOT | Other | 0.24% | 4,364 | +21 | +0.48% | $621,647 |
| SALESFORCE INC | CRM | Technology | 0.23% | 3,302 | +348 | +11.78% | $616,429 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.23% | 1,254 | +55 | +4.59% | $608,077 |
| CITIGROUP INC | C | Financial Services | 0.23% | 5,301 | +6 | +0.11% | $601,261 |
| ISHARES TR | IJH | Other | 0.23% | 8,846 | +26 | +0.29% | $597,401 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 1,134 | +20 | +1.80% | $566,616 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.21% | 1,624 | - | - | $557,459 |
| WASTE MGMT INC DEL | WM | Industrials | 0.21% | 2,380 | -43 | -1.77% | $547,099 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.21% | 1,576 | - | - | $544,160 |
| DISNEY WALT CO | DIS | Communication Services | 0.21% | 5,621 | +132 | +2.40% | $541,759 |
| SERVICENOW INC | NOW | Technology | 0.20% | 5,039 | +711 | +16.43% | $526,827 |
| 3M CO | MMM | Industrials | 0.20% | 3,611 | +14 | +0.39% | $524,567 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.19% | 1,694 | -26 | -1.51% | $512,451 |
| ISHARES TR | HDV | Other | 0.19% | 3,750 | - | - | $508,950 |
| VANGUARD INDEX FDS | VTI | Other | 0.19% | 1,551 | - | - | $497,576 |
| WELLS FARGO & CO | WFC | Financial Services | 0.18% | 5,939 | -141 | -2.32% | $472,824 |
| HONEYWELL INTL INC | HON | Industrials | 0.18% | 2,089 | -31 | -1.46% | $472,300 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.18% | 7,114 | +27 | +0.38% | $469,483 |
| MARATHON PETE CORP | MPC | Energy | 0.18% | 1,922 | - | - | $469,314 |
| VANGUARD INDEX FDS | VUG | Other | 0.18% | 1,065 | - | - | $465,181 |
| CUMMINS INC | CMI | Industrials | 0.17% | 854 | +32 | +3.89% | $459,706 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.17% | 2,405 | +24 | +1.01% | $438,794 |