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Zullo Investment Group, Inc.

CIK 1909760 · latest 13F filed 20 October 2026 · Read the filing on EDGAR

Zullo Investment Group, Inc. reported 156 US-listed holdings worth $309.7 million in its 13F for the quarter ended 30 September 2026, filed 20 October 2026. Its largest: Apple Inc. (16.9%), NVIDIA Corp. (9.1%) and Microsoft Corp. (5.7%). Against the quarter before, it opened 6 positions, added to 54, trimmed 67 and sold out of 7.

Reported holdings$309.7M+5.7% on Q2 2026
Positions156-1 on Q2 2026
The largest ten49.8%of its reported holdings
Latest 13FQ3 2026filed 20 October 2026
Where the money is
Added toTrimmed
AAPL16.9%NVDA9.1%MSFT5.7%XLK4.0%AMZN3.3%META2.9%JPM2.1%AMD2.1%GOOG1.9%XLF1.8%SCHD1.5%142 more44.7%

The 14 largest of its 156 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $240.9 million in 150 positions$241MQ3 24Q4 2024: $247.7 million in 148 positions$248MQ4 24Q1 2025: $233.2 million in 146 positions$233MQ1 25Q2 2025: $246.6 million in 152 positions$247MQ2 25Q3 2025: $270.4 million in 152 positions$270MQ3 25Q4 2025: $273.4 million in 154 positions$273MQ4 25Q1 2026: $263.5 million in 158 positions$264MQ1 26Q2 2026: $293.1 million in 157 positions$293MQ2 26Q3 2026: $309.7 million in 156 positions$310MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +37.2% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130140Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +37.2%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 54Held 29Trimmed 67Sold out 7
Opened: 6Added: 54Held: 29Trimmed: 67Sold out: 7

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. ExxonMobil Holdings Corp. XOM$1.2 million
  2. Fedex Fght Hldg Co. Inc. Common Stock FDXF$303,639
  3. Thermo Fisher Scientific Inc. TMO$213,037
  4. Vanguard World FD VDE$207,453
  5. Equifax Inc. EFX$200,919
  6. Medtronic plc MDT$200,107

Added to 54

  1. Space Exploration Techn Corp. Class A Com STK SPCX+2,019 shares · +62%
  2. Micron Technology Inc. MU+244 shares · +10%
  3. Schwab Strategic Trust SCHD+6,422 shares · +5%
  4. J P Morgan Exchange Traded F JEPI+2,696 shares · +66%
  5. Walmart Inc. WMT+1,389 shares · +6%
  6. Vanguard Whitehall FDS VYM+470 shares · +22%
  7. International Business Machines Corp. IBM+328 shares · +7%
  8. Intel Corp. INTC+510 shares · +10%

and 46 more in the table below

Trimmed 67

  1. Microsoft Corp. MSFT-611 shares · -2%
  2. Apple Inc. AAPL-939 shares · -1%
  3. Technology Select Sector SPDR ETF XLK-1,391 shares · -2%
  4. PIMCO Corporate & Income Opp PTY-11,741 shares · -10%
  5. Alphabet Inc. GOOG-316 shares · -2%
  6. Amazon.com Inc. AMZN-396 shares · -1%
  7. Uber Technologies, Inc. UBER-1,321 shares · -11%
  8. CrowdStrike Holdings, Inc. CRWD-308 shares · -2%

and 59 more in the table below

Sold out of 7

  1. NRG Energy, Inc. NRG$241,583 last quarter
  2. Corning Inc. GLW$225,849 last quarter
  3. Invesco Exch Traded FD Trust II PCY$221,371 last quarter
  4. Honeywell Aerospace Inc. HONA$215,995 last quarter
  5. Honeywell International Inc. HON$214,272 last quarter
  6. Kimberly Clark Corp. KMB$214,218 last quarter
  7. Comcast Corp. CMCSA$203,495 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL157.0K$52.3 million16.88%-939
NVIDIA Corp. NVDA122.8K$28.0 million9.05%-139
Microsoft Corp. MSFT34.3K$17.6 million5.69%-611
Technology Select Sector SPDR ETF XLK64.0K$12.5 million4.05%-1.4K
Amazon.com Inc. AMZN40.6K$10.1 million3.27%-396
Meta Platforms, Inc. META12.4K$9.0 million2.90%-82
JPMorgan Chase & Co. JPM19.9K$6.6 million2.13%-36
Advanced Micro Devices Inc. AMD10.6K$6.5 million2.10%-33
Alphabet Inc. GOOG17.3K$5.9 million1.91%-316
Financial Select Sector SPDR ETF XLF105.3K$5.6 million1.82%+603
Schwab Strategic Trust SCHD141.6K$4.6 million1.49%+6.4K
CrowdStrike Holdings, Inc. CRWD17.2K$4.6 million1.47%-308
Alphabet Inc. GOOGL11.7K$4.0 million1.30%-12
Select Sector SPDR Trust XLE64.9K$4.0 million1.29%+782
Tesla, Inc. TSLA10.0K$3.6 million1.15%-91
Select Sector SPDR Trust XLI20.9K$3.5 million1.13%-59
Select Sector SPDR Trust XLV20.6K$3.5 million1.12%+216
Johnson & Johnson JNJ13.0K$3.4 million1.11%-143
Select Sector SPDR Trust XLC28.4K$3.1 million1.02%+299
Micron Technology Inc. MU2.7K$2.9 million0.92%+244
Vanguard S&P 500 VOO4.0K$2.8 million0.91%no change
Seagate Technology Holdings plc STX3.0K$2.8 million0.89%+5
Walmart Inc. WMT26.6K$2.8 million0.89%+1.4K
Visa Inc. V7.4K$2.6 million0.85%+20
Select Sector SPDR Trust XLY23.2K$2.5 million0.82%+80
Broadcom Inc. AVGO6.9K$2.4 million0.79%+30
Select Sector SPDR Trust XLU60.5K$2.4 million0.77%+812
Vanguard World FD VGT18.6K$2.3 million0.75%-91
iShares Core S&P 500 ETF IVV3.0K$2.3 million0.75%+19
Berkshire Hathaway Inc. Class B BRKB4.6K$2.3 million0.75%+3
Home Depot, Inc. HD7.8K$2.2 million0.72%+64
Goldman Sachs Group Inc. GS2.5K$2.2 million0.72%+24
Select Sector SPDR Trust XLB43.7K$2.1 million0.69%+570
Eli Lilly & Co. LLY1.8K$2.1 million0.68%+37
Procter & Gamble Co. PG14.2K$2.1 million0.67%-250
Morgan Stanley MS10.4K$2.0 million0.63%-126
Select Sector SPDR Trust XLP23.9K$1.9 million0.62%+449
Netflix Inc. NFLX27.1K$1.9 million0.61%-392
Verizon Communications Inc. VZ40.8K$1.9 million0.60%-570
Costco Wholesale Corp. COST2.0K$1.8 million0.58%-1
Charles Schwab Corp. SCHW17.8K$1.7 million0.56%+22
Cisco Systems, Inc. CSCO15.8K$1.7 million0.55%-82
FedEx Corp. FDX5.8K$1.7 million0.53%-2
Caterpillar Inc. CAT2.0K$1.6 million0.52%+24
Palantir Technologies Inc. PLTR8.2K$1.5 million0.49%+191
Merck & Co., Inc. MRK10.4K$1.5 million0.49%-33
AbbVie Inc. ABBV5.6K$1.5 million0.47%+71
McDonald's Corp. MCD6.3K$1.5 million0.47%-237
United Parcel Service Inc. UPS15.4K$1.4 million0.47%-84
First Trust NAS100 Eq Weighted QQEW8.7K$1.4 million0.45%no change
UnitedHealth Group Inc. UNH3.7K$1.4 million0.44%-25
Chevron Corp. CVX6.2K$1.3 million0.41%+117
PPL Corp. PPL37.5K$1.2 million0.40%+28
Shopify Inc. SHOP8.3K$1.2 million0.40%-136
Qualcomm Inc. QCOM6.5K$1.2 million0.39%-83
ExxonMobil Holdings Corp. XOM7.4K$1.2 million0.39%new
Boeing Co. BA6.4K$1.2 million0.39%-49
PIMCO Corporate & Income Opp PTY107.4K$1.2 million0.38%-11.7K
Select Sector SPDR Trust XLRE26.8K$1.1 million0.35%+766
International Business Machines Corp. IBM4.9K$1.1 million0.35%+328
Analog Devices Inc. ADI2.6K$1.0 million0.33%-68
Freeport-McMoRan Inc. FCX13.3K$931,7880.30%-759
Invesco QQQ Trust QQQ1.2K$877,5090.28%-19
RTX Corp. RTX4.7K$876,4940.28%+7
Lockheed Martin Corp. LMT1.7K$868,3970.28%+6
Ssga Active Trust XLSR13.0K$862,8650.28%-813
Target Corp. TGT5.5K$858,4450.28%+25
Prudential Financial Inc. PRU7.5K$857,5670.28%-98
Lam Research Corp. LRCX2.6K$855,5360.28%+11
Palo Alto Networks Inc. PANW2.1K$841,5030.27%-1
ServiceNow, Inc. NOW5.9K$796,0190.26%+255
Lowe's Companies Inc. LOW4.3K$795,4720.26%-4
Space Exploration Techn Corp. Class A Com STK SPCX5.3K$795,3340.26%+2.0K
Coca-Cola Co. KO9.2K$791,5060.26%+154
Salesforce, Inc. CRM3.4K$777,9400.25%+60
PepsiCo Inc. PEP6.1K$776,3120.25%-37
Marathon Petroleum Corp. MPC1.9K$760,7880.25%+2
Philip Morris International Inc. PM3.9K$749,2290.24%no change
SPDR S&P 500 SPY979$746,6150.24%-25
Uber Technologies, Inc. UBER10.7K$730,1110.24%-1.3K
Bank of America Corp. BAC13.0K$710,0600.23%+63
iShares Trust ITOT4.2K$700,9140.23%-145
NextEra Energy Inc. NEE9.2K$693,0770.22%-112
Intel Corp. INTC5.6K$678,1860.22%+510
Citigroup Inc. C5.2K$676,5570.22%+1
Illinois Tool Works Inc. ITW2.6K$664,7940.21%+8
Mastercard Inc. MA1.1K$625,5510.20%+5
Spotify Technology S.A. SPOT1.3K$611,6620.20%+10
iShares Core S&P Mid-Cap ETF IJH8.5K$609,0100.20%-217
Arm Holdings plc ARM2.0K$574,9750.19%-19
Vanguard Growth ETF VUG6.2K$562,2860.18%no change
Phillips 66 PSX2.2K$558,5990.18%+2
Valero Energy Corp. VLO1.4K$551,1100.18%+3
Walt Disney Co. DIS5.2K$543,7390.18%-246
General Dynamics Corp. GD1.6K$529,7680.17%-5
iShares Trust HDV18.8K$524,2500.17%no change
Nucor Corp. NUE2.2K$513,1480.17%+15
3M Co. MMM3.1K$509,4510.16%-10
iShares Russell 2000 ETF IWM1.8K$503,3620.16%+158
American Express Co. AXP1.6K$499,0760.16%-29
Wells Fargo & Company WFC5.9K$475,3680.15%-17
Vaneck ETF Trust SMH773$471,0810.15%no change
Altria Group, Inc. MO6.8K$459,2080.15%-38
iShares S&P Growth Index FD IVW3.2K$456,3700.15%+417
Marvell Technology, Inc. MRVL1.7K$456,1210.15%no change
Automatic Data Processing Inc. ADP1.7K$450,6460.15%-69
Amgen Inc. AMGN1.1K$447,9850.14%-43
Cummins Inc. CMI855$441,6930.14%+1
iShares Trust IXN2.8K$419,9070.14%no change
Waste Management Inc. WM2.1K$418,7720.14%-17
Vanguard Whitehall FDS VYM2.6K$410,5040.13%+470
J P Morgan Exchange Traded F JEPI6.8K$382,8020.12%+2.7K
Microchip Technology Inc. MCHP4.8K$370,8270.12%-104
L3Harris Technologies, Inc. LHX1.6K$368,1570.12%-14
Sandisk Corp. SNDK205$356,6770.12%no change
ProShares Trust QLD3.6K$344,7430.11%+1
Abbott Laboratories ABT3.5K$343,8750.11%-157
Allstate Corp. ALL1.5K$339,2240.11%-106
BlackRock, Inc. BLK320$338,6530.11%-2
First Trust Exchange-Traded FD RDVY4.3K$337,0940.11%no change
Oracle Corp. ORCL2.4K$334,0060.11%+101
Vertex Pharmaceuticals Inc. VRTX638$333,5530.11%-22
Fidelity D &amp D Bancorp INC FDBC5.9K$322,7640.10%no change
Applied Materials Inc. AMAT623$318,7430.10%-7
Chubb Ltd. CB970$315,4930.10%-14
Air Products & Chemicals, Inc. APD1.1K$304,7580.10%no change
Fedex Fght Hldg Co. Inc. Common Stock FDXF2.8K$303,6390.10%new
Aflac Inc. AFL2.7K$299,1230.10%-45
iShares Core MSCI Eafe ETF IEFA3.0K$294,7690.10%-40
Twilio Inc. TWLO1.0K$292,4600.09%no change
iShares Trust ITA1.4K$291,7760.09%+153
Vanguard Specialized Funds VIG1.2K$291,6380.09%no change
Starbucks Corp. SBUX3.0K$281,5790.09%-140
iShares Trust IYW1.0K$269,6880.09%+1
PNC Financial Services Group, Inc. PNC1.2K$269,3390.09%no change
iShares S&P 500 Value ETF IVE1.2K$267,7720.09%+149
Schwab Strategic Trust SCHO10.2K$243,9210.08%-336
Johnson Controls International plc JCI1.6K$242,5970.08%-74
Northwest Bancshares, Inc. NWBI16.1K$239,1910.08%no change
Deere & Co. DE349$234,3860.08%+1
Southern Co. SO2.8K$231,8240.07%-117
iShares Core S&P Small-Cap ETF IJR1.7K$231,2880.07%-202
Colgate-Palmolive Co. CL2.7K$227,7690.07%+17
Vanguard Ftse Developed Markets VEA3.2K$222,8450.07%-274
W.W. Grainger, Inc. GWW174$217,7170.07%-8
Ssga Active Trust PRIV9.1K$217,6300.07%no change
Norfolk Southern Corp. NSC695$214,7550.07%-24
Thermo Fisher Scientific Inc. TMO315$213,0370.07%new
Kinder Morgan, Inc. KMI7.1K$212,9210.07%+88
Vanguard World FD VDE1.2K$207,4530.07%new
Western Digital Corp. WDC455$206,8770.07%+5
Equifax Inc. EFX1.5K$200,9190.06%new
Medtronic plc MDT2.3K$200,1070.06%new
Cleveland-Cliffs Inc. CLF14.1K$155,2410.05%+3.5K
Invesco Trust Invt Grade Muns VGM13.5K$116,7750.04%no change
Satellogic Inc-A SATL12.1K$66,8580.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.