Zullo Investment Group
SCRANTON, PAfiles as Zullo Investment Group, Inc.
$293m in 157 US stocks at the end of 30 June 2026. The top 10 are 46.8% of the money. It changed about 7.9% of the portfolio this quarter.
Value
$293m
Stocks
157
Top 10 share
46.8%
Turnover
7.9%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX0.2% of the fund
- Marvell TechnologyMRVL0.2% of the fund
- SandiskSNDK0.2% of the fund
- Vanguard Whitehall FDSVYM0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- Ishares TRIYW<0.1% of the fund
- J P Morgan Exchange Traded FJEPI<0.1% of the fund
- CorningGLW<0.1% of the fund
- DeereDE<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- TwilioTWLO<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHD1.5% of the fund+13%
- Eli LillyLLY0.7% of the fund+2%
- PPLPPL0.5% of the fund+57%
- Palantir TechnologiesPLTR0.3% of the fund+3%
- ServiceNowNOW0.2% of the fund+13%
- Valero EnergyVLO0.1% of the fund+2%
- Vanguard Specialized FundsVIG0.1% of the fund+2%
- Kinder MorganKMI<0.1% of the fund+4%
- SatellogicSATL<0.1% of the fund+10%
Cut
Sold some of their stake.
- Select Sector Spdr TRXLK4.3% of the fund-4%
- Meta PlatformsMETA2.4% of the fund-4%
- JPMorgan ChaseJPM2.2% of the fund-4%
- AlphabetGOOG2.1% of the fund-2%
- Select Sector Spdr TRXLF1.9% of the fund-2%
- AlphabetGOOGL1.4% of the fund-7%
- Select Sector Spdr TRXLI1.3% of the fund-4%
- Select Sector Spdr TRXLE1.2% of the fund-6%
- Johnson & JohnsonJNJ1.1% of the fund-3%
- Select Sector Spdr TRXLV1.1% of the fund-3%
- Select Sector Spdr TRXLC1.0% of the fund-9%
- WalmartWMT1.0% of the fund-13%
- Micron TechnologyMU1.0% of the fund-4%
- Home DepotHD0.9% of the fund-3%
- Select Sector Spdr TRXLY0.9% of the fund-5%
- Select Sector Spdr TRXLU0.9% of the fund-4%
- Goldman Sachs GroupGS0.8% of the fund-7%
- Berkshire HathawayBRK-B0.8% of the fund-2%
- Select Sector Spdr TRXLB0.7% of the fund-5%
- Procter & GamblePG0.7% of the fund-11%
- Select Sector Spdr TRXLP0.7% of the fund-3%
- Cisco SystemsCSCO0.6% of the fund-6%
- FedExFDX0.6% of the fund-3%
- McDonald'sMCD0.6% of the fund-3%
- Verizon CommunicationsVZ0.6% of the fund-3%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Vanguard Index FDSVTI-100%
- Honeywell InternationalHON-100%
- Capital One FinancialCOF-100%
- AutodeskADSK-100%
- MedtronicMDT-100%
- American Electric PowerAEP-100%
- AdobeADBE-100%
- Vanguard World FDVDE-100%
- CME GroupCME-100%
- Devon EnergyDVN-100%
- SoFi TechnologiesSOFI-100%
- TransoceanRIG-100%
Holdings
- Select Sector Spdr TRXLK
- Share
- 4.3%
- Value
- $12m
- Shares
- 65,396
-4%
- Select Sector Spdr TRXLF
- Share
- 1.9%
- Value
- $6m
- Shares
- 104,731
-2%
- Schwab Strategic TRSCHD
- Share
- 1.5%
- Value
- $4m
- Shares
- 135,169
+13%
- Select Sector Spdr TRXLI
- Share
- 1.3%
- Value
- $4m
- Shares
- 20,943
-4%
- Select Sector Spdr TRXLE
- Share
- 1.2%
- Value
- $3m
- Shares
- 64,112
-6%
- Select Sector Spdr TRXLV
- Share
- 1.1%
- Value
- $3m
- Shares
- 20,430
-3%
- Select Sector Spdr TRXLC
- Share
- 1.0%
- Value
- $3m
- Shares
- 28,058
-9%
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $3m
- Shares
- 4,015
Held
- Select Sector Spdr TRXLY
- Share
- 0.9%
- Value
- $3m
- Shares
- 23,137
-5%
- Select Sector Spdr TRXLU
- Share
- 0.9%
- Value
- $3m
- Shares
- 59,660
-4%
- Ishares TRIVV
- Share
- 0.8%
- Value
- $2m
- Shares
- 3,000
Held
- Vanguard World FDVGT
- Share
- 0.8%
- Value
- $2m
- Shares
- 18,692
Held
- Select Sector Spdr TRXLB
- Share
- 0.7%
- Value
- $2m
- Shares
- 43,136
-5%
- Select Sector Spdr TRXLP
- Share
- 0.7%
- Value
- $2m
- Shares
- 23,410
-3%
- Pimco Corporate & Income Opportunity FundPTY
- Share
- 0.5%
- Value
- $1m
- Shares
- 119,172
-8%
- First TR Exchange-Traded FDQQEW
- Share
- 0.5%
- Value
- $1m
- Shares
- 8,650
Held
- Select Sector Spdr TRXLRE
- Share
- 0.4%
- Value
- $1m
- Shares
- 26,041
-7%
- Ssga Active TRXLSR
- Share
- 0.3%
- Value
- $895,457
- Shares
- 13,806
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $888,053
- Shares
- 1,205
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $749,757
- Shares
- 1,004
Held
- Ishares TRITOT
- Share
- 0.2%
- Value
- $716,282
- Shares
- 4,360
Held
- ARM HoldingsARM
- Share
- 0.2%
- Value
- $710,558
- Shares
- 2,004
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $669,458
- Shares
- 8,681
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $555,808
- Shares
- 3,253
New
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $537,514
- Shares
- 6,240
-2%
- Ishares TRHDV
- Share
- 0.2%
- Value
- $513,938
- Shares
- 18,750
Held
- Vaneck ETF TrustSMH
- Share
- 0.2%
- Value
- $507,352
- Shares
- 773
-15%
- Ishares TRIWM
- Share
- 0.2%
- Value
- $496,890
- Shares
- 1,653
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 15.6% | $46m | 157,905 | Held |
| NvidiaNVDA | 8.4% | $25m | 122,919 | Held |
| MicrosoftMSFT | 4.4% | $13m | 34,948 | Held |
| Select Sector Spdr TRXLK | 4.3% | $12m | 65,396 | -4% |
| Amazon.comAMZN | 3.3% | $10m | 41,044 | Held |
| Meta PlatformsMETA | 2.4% | $7m | 12,467 | -4% |
| JPMorgan ChaseJPM | 2.2% | $7m | 19,973 | -4% |
| AlphabetGOOG | 2.1% | $6m | 17,645 | -2% |
| Advanced Micro DevicesAMD | 2.1% | $6m | 10,640 | Held |
| Select Sector Spdr TRXLF | 1.9% | $6m | 104,731 | -2% |
| Schwab Strategic TRSCHD | 1.5% | $4m | 135,169 | +13% |
| TeslaTSLA | 1.5% | $4m | 10,122 | Held |
| AlphabetGOOGL | 1.4% | $4m | 11,739 | -7% |
| Select Sector Spdr TRXLI | 1.3% | $4m | 20,943 | -4% |
| Select Sector Spdr TRXLE | 1.2% | $3m | 64,112 | -6% |
| CrowdStrike HoldingsCRWD | 1.1% | $3m | 4,381 | Held |
| Johnson & JohnsonJNJ | 1.1% | $3m | 13,095 | -3% |
| Select Sector Spdr TRXLV | 1.1% | $3m | 20,430 | -3% |
| Select Sector Spdr TRXLC | 1.0% | $3m | 28,058 | -9% |
| Seagate Technology HoldingsSTX | 1.0% | $3m | 2,996 | Held |
| WalmartWMT | 1.0% | $3m | 25,227 | -13% |
| Micron TechnologyMU | 1.0% | $3m | 2,441 | -4% |
| Vanguard Index FDSVOO | 0.9% | $3m | 4,015 | Held |
| Home DepotHD | 0.9% | $3m | 7,732 | -3% |
| Select Sector Spdr TRXLY | 0.9% | $3m | 23,137 | -5% |
| Select Sector Spdr TRXLU | 0.9% | $3m | 59,660 | -4% |
| BroadcomAVGO | 0.9% | $3m | 6,919 | Held |
| VisaV | 0.9% | $3m | 7,338 | Held |
| Goldman Sachs GroupGS | 0.8% | $2m | 2,436 | -7% |
| Berkshire HathawayBRK-B | 0.8% | $2m | 4,633 | -2% |
| Ishares TRIVV | 0.8% | $2m | 3,000 | Held |
| Vanguard World FDVGT | 0.8% | $2m | 18,692 | Held |
| Morgan StanleyMS | 0.8% | $2m | 10,526 | Held |
| Select Sector Spdr TRXLB | 0.7% | $2m | 43,136 | -5% |
| Eli LillyLLY | 0.7% | $2m | 1,791 | +2% |
| Procter & GamblePG | 0.7% | $2m | 14,473 | -11% |
| CaterpillarCAT | 0.7% | $2m | 1,947 | Held |
| NetflixNFLX | 0.7% | $2m | 27,456 | Held |
| Select Sector Spdr TRXLP | 0.7% | $2m | 23,410 | -3% |
| Cisco SystemsCSCO | 0.6% | $2m | 15,860 | -6% |
| Costco WholesaleCOST | 0.6% | $2m | 1,959 | Held |
| FedExFDX | 0.6% | $2m | 5,800 | -3% |
| McDonald'sMCD | 0.6% | $2m | 6,532 | -3% |
| Verizon CommunicationsVZ | 0.6% | $2m | 41,352 | -3% |
| United Parcel ServiceUPS | 0.6% | $2m | 15,505 | Held |
| Charles SchwabSCHW | 0.6% | $2m | 17,802 | -5% |
| UnitedHealth GroupUNH | 0.5% | $2m | 3,712 | Held |
| Pimco Corporate & Income Opportunity FundPTY | 0.5% | $1m | 119,172 | -8% |
| BoeingBA | 0.5% | $1m | 6,475 | Held |
| AbbVieABBV | 0.5% | $1m | 5,542 | Held |
| First TR Exchange-Traded FDQQEW | 0.5% | $1m | 8,650 | Held |
| PPLPPL | 0.5% | $1m | 37,439 | +57% |
| MerckMRK | 0.5% | $1m | 10,396 | -7% |
| International Business MachinesIBM | 0.4% | $1m | 4,538 | -3% |
| QualcommQCOM | 0.4% | $1m | 6,628 | -4% |
| Select Sector Spdr TRXLRE | 0.4% | $1m | 26,041 | -7% |
| Lam ResearchLRCX | 0.4% | $1m | 2,593 | -18% |
| Analog DevicesADI | 0.4% | $1m | 2,655 | -4% |
| ChevronCVX | 0.3% | $1m | 6,060 | -6% |
| ShopifySHOP | 0.3% | $962,994 | 8,434 | Held |
| Lowe's CompaniesLOW | 0.3% | $952,600 | 4,320 | -2% |
| Palantir TechnologiesPLTR | 0.3% | $931,727 | 7,986 | +3% |
| Ssga Active TRXLSR | 0.3% | $895,457 | 13,806 | Held |
| RTXRTX | 0.3% | $894,392 | 4,714 | Held |
| Invesco QQQ TRQQQ | 0.3% | $888,053 | 1,205 | Held |
| Freeport-McMoRanFCX | 0.3% | $884,894 | 14,070 | -2% |
| Lockheed MartinLMT | 0.3% | $865,949 | 1,699 | -4% |
| Uber TechnologiesUBER | 0.3% | $864,332 | 11,978 | -12% |
| PepsiCoPEP | 0.3% | $834,537 | 6,163 | -13% |
| Prudential FinancialPRU | 0.3% | $825,462 | 7,648 | -10% |
| NextEra EnergyNEE | 0.3% | $813,004 | 9,262 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $749,757 | 1,004 | Held |
| Bank of AmericaBAC | 0.3% | $739,758 | 12,982 | -19% |
| Coca-ColaKO | 0.3% | $734,799 | 9,041 | Held |
| CitigroupC | 0.2% | $731,207 | 5,224 | Held |
| Palo Alto NetworksPANW | 0.2% | $722,621 | 2,119 | Held |
| IntelINTC | 0.2% | $716,405 | 5,130 | -24% |
| Ishares TRITOT | 0.2% | $716,282 | 4,360 | Held |
| TargetTGT | 0.2% | $712,305 | 5,453 | Held |
| ARM HoldingsARM | 0.2% | $710,558 | 2,004 | Held |
| Philip Morris InternationalPM | 0.2% | $710,319 | 3,926 | Held |
| Illinois Tool WorksITW | 0.2% | $696,656 | 2,575 | -7% |
| Ishares TRIJH | 0.2% | $669,458 | 8,681 | Held |
| CumminsCMI | 0.2% | $609,578 | 854 | Held |
| MastercardMA | 0.2% | $579,947 | 1,129 | Held |
| Spotify TechnologySPOT | 0.2% | $571,617 | 1,245 | Held |
| General DynamicsGD | 0.2% | $567,266 | 1,601 | Held |
| American ExpressAXP | 0.2% | $565,107 | 1,670 | Held |
| ServiceNowNOW | 0.2% | $564,407 | 5,685 | +13% |
| Space Exploration TechnologiesSPCX | 0.2% | $555,808 | 3,253 | New |
| Vanguard Index FDSVUG | 0.2% | $537,514 | 6,240 | -2% |
| Walt DisneyDIS | 0.2% | $522,624 | 5,429 | -3% |
| SalesforceCRM | 0.2% | $521,432 | 3,328 | Held |
| Marvell TechnologyMRVL | 0.2% | $514,254 | 1,726 | New |
| Ishares TRHDV | 0.2% | $513,938 | 18,750 | Held |
| Vaneck ETF TrustSMH | 0.2% | $507,352 | 773 | -15% |
| 3MMMM | 0.2% | $504,110 | 3,113 | -14% |
| Ishares TRIWM | 0.2% | $496,890 | 1,653 | Held |
| Altria GroupMO | 0.2% | $493,396 | 6,857 | -4% |
| Wells Fargo & CompanyWFC | 0.2% | $492,188 | 5,955 | Held |
Showing the largest 100 of 157.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.9% since 30 June 2025.
Where the money is
Technology39.7%
Financial services8.1%
Media & telecom7.7%
Retail & consumer6.8%
Industrials5.0%
Health care3.7%
Everyday goods3.7%
Utilities0.9%
Energy0.8%
Materials0.6%
Other23.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.