Zullo Investment Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Zullo Investment Group, Inc. disclosed 157 stock positions valued at approximately $293.11M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 157
- Portfolio Value
- $293.11M
Holdings by Sector
Zullo Investment Group, Inc. Portfolio Holdings in Q2 2026
152 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 15.59% | 157,905 | -1,695 | -1.06% | $45,691,630 |
| NVIDIA CORPORATION | NVDA | Technology | 8.39% | 122,919 | -1,900 | -1.52% | $24,594,996 |
| MICROSOFT CORP | MSFT | Technology | 4.45% | 34,948 | -611 | -1.72% | $13,036,636 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.25% | 65,396 | -2,684 | -3.94% | $12,459,366 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.34% | 41,044 | -787 | -1.88% | $9,782,427 |
| META PLATFORMS INC | META | Communication Services | 2.40% | 12,467 | -478 | -3.69% | $7,022,972 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.23% | 19,973 | -761 | -3.67% | $6,537,903 |
| ALPHABET INC | GOOG | Communication Services | 2.13% | 17,645 | -380 | -2.11% | $6,234,639 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.11% | 10,640 | -85 | -0.79% | $6,180,882 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.92% | 104,731 | -2,413 | -2.25% | $5,614,661 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.46% | 135,169 | +15,515 | +12.97% | $4,286,220 |
| TESLA INC | TSLA | Consumer Cyclical | 1.45% | 10,122 | +8 | +0.08% | $4,257,313 |
| ALPHABET INC | GOOGL | Communication Services | 1.43% | 11,739 | -853 | -6.77% | $4,195,267 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.32% | 20,943 | -899 | -4.12% | $3,879,386 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.16% | 64,112 | -3,752 | -5.53% | $3,405,008 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.14% | 4,381 | +45 | +1.04% | $3,343,316 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.13% | 13,095 | -456 | -3.37% | $3,325,855 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.11% | 20,430 | -554 | -2.64% | $3,241,512 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.03% | 28,058 | -2,704 | -8.79% | $3,005,856 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.99% | 2,996 | - | - | $2,891,140 |
| WALMART INC | WMT | Consumer Defensive | 0.97% | 25,227 | -3,624 | -12.56% | $2,857,294 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.96% | 2,441 | -95 | -3.75% | $2,817,925 |
| VANGUARD INDEX FDS | VOO | Other | 0.94% | 4,015 | +25 | +0.63% | $2,757,542 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.93% | 7,732 | -210 | -2.64% | $2,727,209 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.93% | 23,137 | -1,345 | -5.49% | $2,713,599 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.92% | 59,660 | -2,712 | -4.35% | $2,705,025 |
| BROADCOM INC | AVGO | Technology | 0.89% | 6,919 | -9 | -0.13% | $2,613,867 |
| VISA INC | V | Financial Services | 0.86% | 7,338 | +30 | +0.41% | $2,517,604 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.84% | 2,436 | -196 | -7.45% | $2,464,478 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.79% | 4,633 | -104 | -2.20% | $2,318,653 |
| ISHARES TR | IVV | Other | 0.77% | 3,000 | -29 | -0.96% | $2,246,891 |
| VANGUARD WORLD FD | VGT | Other | 0.76% | 18,692 | +16,310 | +684.72% | $2,234,068 |
| MORGAN STANLEY | MS | Financial Services | 0.75% | 10,526 | -184 | -1.72% | $2,200,359 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.75% | 43,136 | -2,295 | -5.05% | $2,192,604 |
| ELI LILLY & CO | LLY | Healthcare | 0.73% | 1,791 | +36 | +2.05% | $2,148,752 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.72% | 14,473 | -1,822 | -11.18% | $2,122,412 |
| CATERPILLAR INC | CAT | Industrials | 0.71% | 1,947 | -6 | -0.31% | $2,074,099 |
| NETFLIX INC. | NFLX | Communication Services | 0.67% | 27,456 | +225 | +0.83% | $1,960,358 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.66% | 23,410 | -764 | -3.16% | $1,944,705 |
| CISCO SYS INC | CSCO | Technology | 0.64% | 15,860 | -1,018 | -6.03% | $1,862,930 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.63% | 1,959 | -3 | -0.15% | $1,833,317 |
| FEDEX CORP | FDX | Industrials | 0.62% | 5,800 | -153 | -2.57% | $1,816,307 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.60% | 6,532 | -213 | -3.16% | $1,765,699 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.60% | 41,352 | -1,322 | -3.10% | $1,750,847 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.57% | 15,505 | -119 | -0.76% | $1,666,889 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.56% | 17,802 | -1,005 | -5.34% | $1,642,650 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.53% | 3,712 | -31 | -0.83% | $1,543,192 |
| PIMCO CORPORATE & INCOME OPP | PTY | Financial Services | 0.49% | 119,172 | -9,795 | -7.59% | $1,433,647 |
| BOEING CO | BA | Industrials | 0.48% | 6,475 | +12 | +0.19% | $1,401,643 |
| ABBVIE INC | ABBV | Healthcare | 0.48% | 5,542 | -9 | -0.16% | $1,394,596 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.47% | 8,650 | - | - | $1,380,540 |
| PPL CORP | PPL | Utilities | 0.46% | 37,439 | +13,653 | +57.40% | $1,360,941 |
| MERCK & CO INC | MRK | Healthcare | 0.46% | 10,396 | -726 | -6.53% | $1,336,010 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.44% | 4,538 | -140 | -2.99% | $1,276,406 |
| QUALCOMM INC | QCOM | Technology | 0.42% | 6,628 | -306 | -4.41% | $1,224,818 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.39% | 26,041 | -2,078 | -7.39% | $1,146,619 |
| LAM RESEARCH CORP | LRCX | Other | 0.38% | 2,593 | -567 | -17.94% | $1,123,695 |
| ANALOG DEVICES INC | ADI | Technology | 0.36% | 2,655 | -104 | -3.77% | $1,054,859 |
| CHEVRON CORPORATION | CVX | Energy | 0.34% | 6,060 | -353 | -5.50% | $1,004,634 |
| SHOPIFY INC | SHOP | Technology | 0.33% | 8,434 | -6 | -0.07% | $962,994 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.32% | 4,320 | -98 | -2.22% | $952,600 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.32% | 7,986 | +233 | +3.01% | $931,727 |
| SSGA ACTIVE TR | XLSR | Other | 0.31% | 13,806 | -30 | -0.22% | $895,457 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 4,714 | +21 | +0.45% | $894,392 |
| INVESCO QQQ TR | QQQ | Other | 0.30% | 1,205 | - | - | $888,053 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.30% | 14,070 | -356 | -2.47% | $884,894 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.30% | 1,699 | -75 | -4.23% | $865,949 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.29% | 11,978 | -1,607 | -11.83% | $864,332 |
| PEPSICO INC | PEP | Consumer Defensive | 0.28% | 6,163 | -914 | -12.92% | $834,537 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.28% | 7,648 | -894 | -10.47% | $825,462 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.28% | 9,262 | -9 | -0.10% | $813,004 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 1,004 | -6 | -0.59% | $749,757 |
| BANK OF AMER CORP | BAC | Financial Services | 0.25% | 12,982 | -2,980 | -18.67% | $739,758 |
| COCA COLA CO | KO | Consumer Defensive | 0.25% | 9,041 | -77 | -0.84% | $734,799 |
| CITIGROUP INC | C | Financial Services | 0.25% | 5,224 | -77 | -1.45% | $731,207 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.25% | 2,119 | +23 | +1.10% | $722,621 |
| INTEL CORP | INTC | Technology | 0.24% | 5,130 | -1,584 | -23.59% | $716,405 |
| ISHARES TR | ITOT | Other | 0.24% | 4,360 | -4 | -0.09% | $716,282 |
| TARGET CORP | TGT | Consumer Defensive | 0.24% | 5,453 | +89 | +1.66% | $712,305 |
| ARM HOLDINGS PLC | ARM | Technology | 0.24% | 2,004 | +26 | +1.31% | $710,558 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.24% | 3,926 | -35 | -0.88% | $710,319 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.24% | 2,575 | -186 | -6.74% | $696,656 |
| ISHARES TR | IJH | Other | 0.23% | 8,681 | -165 | -1.87% | $669,458 |
| CUMMINS INC | CMI | Industrials | 0.21% | 854 | - | - | $609,578 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 1,129 | -5 | -0.44% | $579,947 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.20% | 1,245 | -9 | -0.72% | $571,617 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.19% | 1,601 | -23 | -1.42% | $567,266 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.19% | 1,670 | -24 | -1.42% | $565,107 |
| SERVICENOW INC | NOW | Technology | 0.19% | 5,685 | +646 | +12.82% | $564,407 |
| VANGUARD INDEX FDS | VUG | Other | 0.18% | 6,240 | +5,175 | +485.92% | $537,514 |
| DISNEY WALT CO | DIS | Communication Services | 0.18% | 5,429 | -192 | -3.42% | $522,624 |
| SALESFORCE INC | CRM | Technology | 0.18% | 3,328 | +26 | +0.79% | $521,432 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.18% | 1,726 | +1,726 | +100.00% | $514,254 |
| ISHARES TR | HDV | Other | 0.18% | 18,750 | +15,000 | +400.00% | $513,938 |
| VANECK ETF TRUST | SMH | Other | 0.17% | 773 | -137 | -15.05% | $507,352 |
| 3M CO | MMM | Industrials | 0.17% | 3,113 | -498 | -13.79% | $504,110 |
| ISHARES TR | IWM | Other | 0.17% | 1,653 | - | - | $496,890 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.17% | 6,857 | -257 | -3.61% | $493,396 |
| WELLS FARGO & CO | WFC | Financial Services | 0.17% | 5,955 | +16 | +0.27% | $492,188 |
| MARATHON PETE CORP | MPC | Energy | 0.17% | 1,922 | - | - | $491,398 |