Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Zullo Investment Group, Inc.

Quarter ended Q4 2024 · Filed February 3, 2025 · Accession 0001085146-25-000702

Total Value
$247.7M
Positions
148
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (148)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL171,340$42.9M17.33%
2NVIDIA CORPORATIONNVDA139,685$18.8M7.57%
3MICROSOFT CORPMSFT34,553$14.6M5.88%
4AMAZON COM INCAMZN45,468$10.0M4.03%
5META PLATFORMS INCMETA13,516$7.9M3.20%
6SELECT SECTOR SPDR TR81369Y80332,761$7.6M3.08%
7SELECT SECTOR SPDR TR81369Y605104,516$5.1M2.04%
8JPMORGAN CHASE & CO.VYLD20,515$4.9M1.99%
9TESLA INCTSLA10,228$4.1M1.67%
10ALPHABET INCGOOG19,497$3.7M1.50%
11WALMART INCWMT40,149$3.6M1.46%
12BERKSHIRE HATHAWAY INC DELBRK-A5$3.4M1.37%
13HOME DEPOT INCHD8,553$3.3M1.34%
14SELECT SECTOR SPDR TR81369Y85228,325$2.7M1.11%
15SELECT SECTOR SPDR TR81369Y70420,292$2.7M1.08%
16SELECT SECTOR SPDR TR81369Y20919,334$2.7M1.07%
17SELECT SECTOR SPDR TR81369Y50630,484$2.6M1.05%
18PROCTER AND GAMBLE CO74271810915,260$2.6M1.03%
19SELECT SECTOR SPDR TR81369Y40711,250$2.5M1.02%
20SCHWAB STRATEGIC TR80852479792,010$2.5M1.01%
21BERKSHIRE HATHAWAY INC DELBRK-A5,481$2.5M1.00%
22JOHNSON & JOHNSONJNJ16,847$2.4M0.98%
23NETFLIX INCNFLX2,663$2.4M0.96%
24VISA INCV7,263$2.3M0.93%
25UNITED PARCEL SERVICE INCUPS17,491$2.2M0.89%
26SELECT SECTOR SPDR TR81369Y88629,005$2.2M0.89%
27VERIZON COMMUNICATIONS INCVZ53,906$2.2M0.87%
28VANGUARD INDEX FDS9229083633,990$2.1M0.87%
29INTERNATIONAL BUSINESS MACHSINTR9,688$2.1M0.86%
30COSTCO WHSL CORP NEW22160K1052,263$2.1M0.84%
31ALPHABET INCGOOG10,949$2.1M0.84%
32ISHARES TR4642872003,270$1.9M0.78%
33FEDEX CORPFDX6,613$1.9M0.75%
34MCDONALDS CORPMCD6,316$1.8M0.74%
35SELECT SECTOR SPDR TR81369Y10020,666$1.7M0.70%
36UNITEDHEALTH GROUP INCUNH3,349$1.7M0.68%
37SELECT SECTOR SPDR TR81369Y30821,255$1.7M0.67%
38BROADCOM INCAVGO7,073$1.6M0.66%
39EXXON MOBIL CORPXOM14,333$1.5M0.62%
40VANGUARD WORLD FD92204A7022,456$1.5M0.62%
41SCHWAB CHARLES CORPSCHW-PJ20,385$1.5M0.61%
42GOLDMAN SACHS GROUP INCGSCE2,575$1.5M0.60%
43CROWDSTRIKE HLDGS INCCRWD4,304$1.5M0.59%
44MORGAN STANLEYMS-PQ10,953$1.4M0.56%
45ADVANCED MICRO DEVICES INCAMD11,177$1.4M0.55%
46PEPSICO INCPEP7,709$1.2M0.47%
47ELI LILLY & COLLY1,513$1.2M0.47%
48COCA COLA COKO18,621$1.2M0.47%
49QUALCOMM INCQCOM7,368$1.1M0.46%
50PRUDENTIAL FINL INCPUKPF9,528$1.1M0.46%
51MERCK & CO INCMRK11,318$1.1M0.45%
52LOWES COS INC5486611074,493$1.1M0.45%
53SELECT SECTOR SPDR TR81369Y86026,853$1.1M0.44%
54FIRST TR NAS100 EQ WEIGHTED3373441058,650$1.1M0.44%
55AMERICAN EXPRESS COAXP3,397$1.0M0.41%
56BOEING COBA-PA5,602$991,5540.40%
57SHOPIFY INCSHOP9,301$988,9750.40%
58UBER TECHNOLOGIES INCUBER16,291$982,6730.40%
59TARGET CORPTGT7,268$982,5940.40%
60SERVICENOW INCNOW898$951,9880.38%
61ABBVIE INCABBV5,214$926,5680.37%
62CISCO SYS INCCSCO15,321$907,0410.37%
63PIMCO CORPORATE & INCOME OPPPTY57,519$826,5510.33%
64SALESFORCE INCCRM2,393$800,3490.32%
65LOCKHEED MARTIN CORPLMT1,635$794,5720.32%
66DISNEY WALT CO2546871067,011$780,7260.32%
67PPL CORPPPLC24,028$779,9620.31%
68ILLINOIS TOOL WKS INC4523081093,008$762,8220.31%
69NEXTERA ENERGY INCNEE-PW10,516$753,9530.30%
70CHEVRON CORP NEWCVX5,083$736,3250.30%
71BANK AMERICA CORP06050510415,860$697,0630.28%
72CATERPILLAR INCCAT1,897$688,4510.28%
73ANALOG DEVICES INCADI3,159$671,2430.27%
74PALANTIR TECHNOLOGIES INCPLTR8,684$656,7710.27%
75ISHARES TR4642875079,712$605,2090.24%
76INVESCO QQQ TRIVZ1,165$595,8580.24%
773M COMMM4,505$581,6340.23%
78ISHARES TR4642871504,427$569,4100.23%
79AUTOMATIC DATA PROCESSING INADP1,896$555,0210.22%
80RTX CORPORATIONRTX4,707$544,7570.22%
81SPDR S&P 500 ETF TRSPY925$542,1240.22%
82FREEPORT-MCMORAN INCFCX14,143$538,5900.22%
83HONEYWELL INTL INC4385161062,377$537,1040.22%
84SPOTIFY TECHNOLOGY S ASPOT1,155$516,7240.21%
85MASTERCARD INCORPORATEDMA958$504,6410.20%
86WASTE MGMT INC DEL94106L1092,486$501,7340.20%
87CLOROX CO DELCLX3,043$494,2140.20%
88PHILIP MORRIS INTL INC7181721093,935$473,6210.19%
89CAPITAL ONE FINL CORP14040H1052,613$465,9660.19%
90GENERAL DYNAMICS CORPGD1,715$451,9990.18%
91VANGUARD INDEX FDS9229087691,551$449,4950.18%
92ABBOTT LABSABLZF3,864$437,0570.18%
93VANGUARD INDEX FDS9229087361,060$435,0660.18%
94WELLS FARGO CO NEW9497461016,180$434,1020.18%
95ISHARES TR46429B6633,750$420,9750.17%
96KRAFT HEINZ COKHC13,631$418,6090.17%
97KIMBERLY-CLARK CORPKMB3,179$416,7000.17%
98PALO ALTO NETWORKS INCPANW2,158$392,6700.16%
99ISHARES TR4642876551,748$386,3850.16%
100BLACKROCK INCBLK370$379,2910.15%
101ORACLE CORPORCL-PD2,198$366,3450.15%
102L3HARRIS TECHNOLOGIES INCLHX1,717$361,1750.15%
103STARBUCKS CORPSBUX3,942$359,7290.15%
104CITIGROUP INCC-PR5,095$358,6900.14%
105AMGEN INCAMGN1,364$355,6630.14%
106ALTRIA GROUP INCMO6,736$352,2670.14%
107PNC FINL SVCS GROUP INC6934751051,807$348,6250.14%
108ADOBE INCADBE780$346,8500.14%
109FIRST TR EXCHANGE-TRADED FD33738R5065,712$337,8490.14%
110AIR PRODS & CHEMS INCAIIR1,150$333,6300.13%
111COMCAST CORP NEWCCZ8,814$330,8160.13%
112NIKE INCNKE4,371$330,8140.13%
113VERTEX PHARMACEUTICALS INCVRTX802$322,9650.13%
114ALLSTATE CORPALL-PJ1,660$320,0310.13%
115NUCOR CORPNUE2,739$319,7480.13%
116CHIPOTLE MEXICAN GRILL INCCMG5,295$319,2890.13%
117ISHARES TR4642873093,118$316,5710.13%
118AFLAC INCAFL2,991$309,3890.12%
119AUTODESK INCADSK1,026$303,2550.12%
120CHUBB LIMITEDCB1,093$301,9960.12%
121MICROCHIP TECHNOLOGY INC.MCHPP5,235$300,2640.12%
122ISHARES TR4642872913,448$292,2180.12%
123FIDELITY D & D BANCORP INCFDBC5,943$290,0180.12%
124SEAGATE TECHNOLOGY HLDNGS PLSE3,235$279,2130.11%
125MARATHON PETE CORPMARA1,986$277,0470.11%
126SOUTHERN COSOMN3,362$276,7890.11%
127CUMMINS INCCMI790$275,5400.11%
128SCHWAB STRATEGIC TR80852486210,752$258,6930.10%
129ISHARES TR4642872262,638$255,6220.10%
130COLGATE PALMOLIVE COCL2,810$255,4570.10%
131ISHARES TR4642878042,098$241,7710.10%
132VANGUARD SPECIALIZED FUNDS9219088441,225$239,8920.10%
133ARM HOLDINGS PLC0420682051,915$236,2340.10%
134LAM RESEARCH CORPLRCX3,258$235,3250.10%
135TWO HBRS INVT CORP90187B80419,511$230,8210.09%
136ISHARES TR46432F8423,211$225,7070.09%
137MEDTRONIC PLCMDT2,758$220,3090.09%
138NORFOLK SOUTHN CORP655844108910$213,6090.09%
139VANGUARD TAX-MANAGED FDS9219438584,450$212,7990.09%
140GRAINGER W W INC384802104201$212,3380.09%
141PENNS WOODS BANCORP INC7084301036,800$206,6520.08%
142PHILLIPS 66PSX1,774$202,1590.08%
143PAYCHEX INCPAYX1,429$200,3740.08%
144INVESCO TR INVT GRADE MUNSIVZ13,500$136,3500.06%
145TRANSOCEAN LTDRIG32,400$121,5000.05%
146SNAP INCSNAP10,675$114,9700.05%
147BIOVIE INCBIVIW23,000$46,0000.02%
148PROKIDNEY CORPPROK12,120$20,4830.01%