13F HOLDINGS REPORT
Zullo Investment Group, Inc.
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001085146-25-002533
Total Value
$233.2M
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 169,592 | $37.7M | 16.15% |
| 2 | NVIDIA CORPORATION | NVDA | 135,001 | $14.6M | 6.27% |
| 3 | MICROSOFT CORP | MSFT | 34,444 | $12.9M | 5.54% |
| 4 | AMAZON COM INC | AMZN | 44,634 | $8.5M | 3.64% |
| 5 | META PLATFORMS INC | META | 13,084 | $7.5M | 3.23% |
| 6 | SELECT SECTOR SPDR TR | 81369Y803 | 32,607 | $6.7M | 2.89% |
| 7 | SELECT SECTOR SPDR TR | 81369Y605 | 104,309 | $5.2M | 2.23% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 20,653 | $5.1M | 2.17% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $4.0M | 1.71% |
| 10 | HOME DEPOT INC | HD | 8,709 | $3.2M | 1.37% |
| 11 | WALMART INC | WMT | 35,293 | $3.1M | 1.33% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,482 | $2.9M | 1.25% |
| 13 | ALPHABET INC | GOOG | 18,633 | $2.9M | 1.25% |
| 14 | SELECT SECTOR SPDR TR | 81369Y506 | 30,728 | $2.9M | 1.23% |
| 15 | JOHNSON & JOHNSON | JNJ | 17,262 | $2.9M | 1.23% |
| 16 | SELECT SECTOR SPDR TR | 81369Y209 | 19,491 | $2.8M | 1.22% |
| 17 | SELECT SECTOR SPDR TR | 81369Y852 | 28,405 | $2.7M | 1.17% |
| 18 | TESLA INC | TSLA | 10,502 | $2.7M | 1.17% |
| 19 | SCHWAB STRATEGIC TR | 808524797 | 95,403 | $2.7M | 1.14% |
| 20 | SELECT SECTOR SPDR TR | 81369Y704 | 20,283 | $2.7M | 1.14% |
| 21 | VISA INC | V | 7,356 | $2.6M | 1.11% |
| 22 | PROCTER AND GAMBLE CO | 742718109 | 14,948 | $2.5M | 1.09% |
| 23 | NETFLIX INC | NFLX | 2,698 | $2.5M | 1.08% |
| 24 | INTERNATIONAL BUSINESS MACHS | INTR | 9,747 | $2.4M | 1.04% |
| 25 | VERIZON COMMUNICATIONS INC | VZ | 51,881 | $2.4M | 1.01% |
| 26 | SELECT SECTOR SPDR TR | 81369Y886 | 28,357 | $2.2M | 0.96% |
| 27 | SELECT SECTOR SPDR TR | 81369Y407 | 11,273 | $2.2M | 0.95% |
| 28 | VANGUARD INDEX FDS | 922908363 | 3,990 | $2.1M | 0.88% |
| 29 | MCDONALDS CORP | MCD | 6,449 | $2.0M | 0.86% |
| 30 | UNITED PARCEL SERVICE INC | UPS | 17,941 | $2.0M | 0.85% |
| 31 | PIMCO CORPORATE & INCOME OPP | PTY | 134,674 | $1.9M | 0.83% |
| 32 | ISHARES TR | 464287200 | 3,228 | $1.8M | 0.78% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 1,910 | $1.8M | 0.77% |
| 34 | SELECT SECTOR SPDR TR | 81369Y100 | 20,846 | $1.8M | 0.77% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 3,364 | $1.8M | 0.76% |
| 36 | SELECT SECTOR SPDR TR | 81369Y308 | 21,341 | $1.7M | 0.75% |
| 37 | ALPHABET INC | GOOG | 11,264 | $1.7M | 0.75% |
| 38 | EXXON MOBIL CORP | XOM | 14,426 | $1.7M | 0.74% |
| 39 | SCHWAB CHARLES CORP | SCHW-PJ | 19,916 | $1.6M | 0.67% |
| 40 | CROWDSTRIKE HLDGS INC | CRWD | 4,347 | $1.5M | 0.66% |
| 41 | FEDEX CORP | FDX | 6,279 | $1.5M | 0.66% |
| 42 | GOLDMAN SACHS GROUP INC | GSCE | 2,660 | $1.5M | 0.62% |
| 43 | COCA COLA CO | KO | 18,914 | $1.4M | 0.58% |
| 44 | VANGUARD WORLD FD | 92204A702 | 2,457 | $1.3M | 0.57% |
| 45 | ELI LILLY & CO | LLY | 1,564 | $1.3M | 0.55% |
| 46 | MORGAN STANLEY | MS-PQ | 10,905 | $1.3M | 0.55% |
| 47 | UBER TECHNOLOGIES INC | UBER | 17,148 | $1.2M | 0.54% |
| 48 | BROADCOM INC | AVGO | 7,056 | $1.2M | 0.51% |
| 49 | PEPSICO INC | PEP | 7,683 | $1.2M | 0.49% |
| 50 | CISCO SYS INC | CSCO | 18,592 | $1.1M | 0.49% |
| 51 | QUALCOMM INC | QCOM | 7,394 | $1.1M | 0.49% |
| 52 | ADVANCED MICRO DEVICES INC | AMD | 10,918 | $1.1M | 0.48% |
| 53 | SELECT SECTOR SPDR TR | 81369Y860 | 26,314 | $1.1M | 0.47% |
| 54 | ABBVIE INC | ABBV | 5,201 | $1.1M | 0.47% |
| 55 | BOEING CO | BA-PA | 6,276 | $1.1M | 0.46% |
| 56 | LOWES COS INC | 548661107 | 4,542 | $1.1M | 0.45% |
| 57 | PRUDENTIAL FINL INC | PUKPF | 9,379 | $1.0M | 0.45% |
| 58 | FIRST TR NAS100 EQ WEIGHTED | 337344105 | 8,650 | $1.0M | 0.45% |
| 59 | MERCK & CO INC | MRK | 11,351 | $1.0M | 0.44% |
| 60 | AMERICAN EXPRESS CO | AXP | 3,474 | $934,548 | 0.40% |
| 61 | CHEVRON CORP NEW | CVX | 5,385 | $900,828 | 0.39% |
| 62 | SHOPIFY INC | SHOP | 9,131 | $871,828 | 0.37% |
| 63 | PPL CORP | PPLC | 23,969 | $865,506 | 0.37% |
| 64 | PALANTIR TECHNOLOGIES INC | PLTR | 9,100 | $768,040 | 0.33% |
| 65 | TARGET CORP | TGT | 7,196 | $750,945 | 0.32% |
| 66 | LOCKHEED MARTIN CORP | LMT | 1,679 | $749,949 | 0.32% |
| 67 | ILLINOIS TOOL WKS INC | 452308109 | 2,965 | $735,454 | 0.32% |
| 68 | SERVICENOW INC | NOW | 917 | $730,060 | 0.31% |
| 69 | NEXTERA ENERGY INC | NEE-PW | 10,240 | $725,946 | 0.31% |
| 70 | SALESFORCE INC | CRM | 2,637 | $707,707 | 0.30% |
| 71 | DISNEY WALT CO | 254687106 | 6,996 | $690,471 | 0.30% |
| 72 | CATERPILLAR INC | CAT | 2,032 | $670,220 | 0.29% |
| 73 | BANK AMERICA CORP | 060505104 | 16,029 | $668,893 | 0.29% |
| 74 | SPOTIFY TECHNOLOGY S A | SPOT | 1,180 | $649,035 | 0.28% |
| 75 | RTX CORPORATION | RTX | 4,726 | $625,984 | 0.27% |
| 76 | PHILIP MORRIS INTL INC | 718172109 | 3,935 | $624,661 | 0.27% |
| 77 | ANALOG DEVICES INC | ADI | 3,041 | $613,259 | 0.26% |
| 78 | AUTOMATIC DATA PROCESSING IN | ADP | 1,889 | $577,153 | 0.25% |
| 79 | WASTE MGMT INC DEL | 94106L109 | 2,490 | $576,376 | 0.25% |
| 80 | MASTERCARD INCORPORATED | MA | 1,030 | $564,823 | 0.24% |
| 81 | INVESCO QQQ TR | IVZ | 1,176 | $551,233 | 0.24% |
| 82 | 3M CO | MMM | 3,677 | $539,992 | 0.23% |
| 83 | ISHARES TR | 464287507 | 9,221 | $538,063 | 0.23% |
| 84 | ISHARES TR | 464287150 | 4,404 | $537,331 | 0.23% |
| 85 | ABBOTT LABS | ABLZF | 3,983 | $528,345 | 0.23% |
| 86 | FREEPORT-MCMORAN INC | FCX | 13,928 | $527,299 | 0.23% |
| 87 | SPDR S&P 500 ETF TR | SPY | 905 | $506,248 | 0.22% |
| 88 | HONEYWELL INTL INC | 438516106 | 2,350 | $497,542 | 0.21% |
| 89 | GENERAL DYNAMICS CORP | GD | 1,681 | $458,099 | 0.20% |
| 90 | ISHARES TR | 46429B663 | 3,750 | $454,200 | 0.19% |
| 91 | WELLS FARGO CO NEW | 949746101 | 6,327 | $454,182 | 0.19% |
| 92 | CLOROX CO DEL | CLX | 2,985 | $439,541 | 0.19% |
| 93 | CAPITAL ONE FINL CORP | 14040H105 | 2,414 | $432,915 | 0.19% |
| 94 | KIMBERLY-CLARK CORP | KMB | 3,012 | $428,420 | 0.18% |
| 95 | VANGUARD INDEX FDS | 922908769 | 1,551 | $426,277 | 0.18% |
| 96 | AMGEN INC | AMGN | 1,362 | $424,335 | 0.18% |
| 97 | KRAFT HEINZ CO | KHC | 13,631 | $414,793 | 0.18% |
| 98 | ALTRIA GROUP INC | MO | 6,898 | $413,993 | 0.18% |
| 99 | VANGUARD INDEX FDS | 922908736 | 1,060 | $393,069 | 0.17% |
| 100 | VERTEX PHARMACEUTICALS INC | VRTX | 803 | $389,310 | 0.17% |
| 101 | STARBUCKS CORP | SBUX | 3,857 | $378,351 | 0.16% |
| 102 | CITIGROUP INC | C-PR | 5,309 | $376,872 | 0.16% |
| 103 | PALO ALTO NETWORKS INC | PANW | 2,173 | $370,801 | 0.16% |
| 104 | L3HARRIS TECHNOLOGIES INC | LHX | 1,700 | $355,901 | 0.15% |
| 105 | BLACKROCK INC | BLK | 373 | $353,037 | 0.15% |
| 106 | ISHARES TR | 464287655 | 1,749 | $348,934 | 0.15% |
| 107 | ALLSTATE CORP | ALL-PJ | 1,660 | $343,736 | 0.15% |
| 108 | AIR PRODS & CHEMS INC | AIIR | 1,164 | $343,141 | 0.15% |
| 109 | FIRST TR EXCHANGE-TRADED FD | 33738R506 | 5,746 | $336,364 | 0.14% |
| 110 | NUCOR CORP | NUE | 2,790 | $335,698 | 0.14% |
| 111 | ADOBE INC | ADBE | 856 | $328,302 | 0.14% |
| 112 | AFLAC INC | AFL | 2,934 | $326,231 | 0.14% |
| 113 | ORACLE CORP | ORCL-PD | 2,331 | $325,961 | 0.14% |
| 114 | COMCAST CORP NEW | CCZ | 8,799 | $324,682 | 0.14% |
| 115 | CHUBB LIMITED | CB | 1,071 | $323,431 | 0.14% |
| 116 | PNC FINL SVCS GROUP INC | 693475105 | 1,833 | $322,120 | 0.14% |
| 117 | SOUTHERN CO | SOMN | 3,327 | $305,878 | 0.13% |
| 118 | MARATHON PETE CORP | MARA | 2,025 | $295,022 | 0.13% |
| 119 | SCHWAB STRATEGIC TR | 808524862 | 11,909 | $289,865 | 0.12% |
| 120 | ISHARES TR | 464287309 | 3,118 | $289,444 | 0.12% |
| 121 | AUTODESK INC | ADSK | 1,025 | $268,345 | 0.12% |
| 122 | CHIPOTLE MEXICAN GRILL INC | CMG | 5,220 | $262,096 | 0.11% |
| 123 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 2,996 | $254,510 | 0.11% |
| 124 | COLGATE PALMOLIVE CO | CL | 2,708 | $253,740 | 0.11% |
| 125 | MICROCHIP TECHNOLOGY INC. | MCHPP | 5,216 | $252,494 | 0.11% |
| 126 | ISHARES TR | 464287226 | 2,525 | $249,773 | 0.11% |
| 127 | FIDELITY D & D BANCORP INC | FDBC | 5,943 | $247,288 | 0.11% |
| 128 | MEDTRONIC PLC | MDT | 2,725 | $244,869 | 0.10% |
| 129 | CUMMINS INC | CMI | 775 | $243,189 | 0.10% |
| 130 | ISHARES TR | 46432F842 | 3,207 | $242,650 | 0.10% |
| 131 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,225 | $237,638 | 0.10% |
| 132 | LAM RESEARCH CORP | LRCX | 3,207 | $233,185 | 0.10% |
| 133 | ARM HOLDINGS PLC | 042068205 | 2,154 | $230,026 | 0.10% |
| 134 | PHILLIPS 66 | PSX | 1,784 | $220,243 | 0.09% |
| 135 | REPUBLIC SVCS INC | 760759100 | 908 | $219,881 | 0.09% |
| 136 | ISHARES TR | 464287291 | 2,841 | $215,177 | 0.09% |
| 137 | ISHARES TR | 464287804 | 2,042 | $213,488 | 0.09% |
| 138 | PAYCHEX INC | PAYX | 1,360 | $209,821 | 0.09% |
| 139 | NORFOLK SOUTHN CORP | 655844108 | 884 | $209,293 | 0.09% |
| 140 | TWO HBRS INVT CORP | 90187B804 | 15,539 | $207,606 | 0.09% |
| 141 | INVESCO EXCH TRADED FD TR II | IVZ | 10,188 | $205,492 | 0.09% |
| 142 | UNION PAC CORP | UNP | 865 | $204,335 | 0.09% |
| 143 | INVESCO TR INVT GRADE MUNS | IVZ | 13,500 | $134,460 | 0.06% |
| 144 | TRANSOCEAN LTD | RIG | 33,700 | $106,829 | 0.05% |
| 145 | SNAP INC | SNAP | 10,675 | $92,979 | 0.04% |
| 146 | PROKIDNEY CORP | PROK | 12,620 | $11,058 | 0.00% |