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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 Q3 2025 · Filed October 23, 2025 · Accession 0001909760-25-000002

Total Value
$270.4M
Positions
152
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (152)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL161,877$41.2M15.24%
2NVIDIA CORPORATIONNVDA131,823$24.6M9.09%
3MICROSOFT CORPMSFT33,319$17.3M6.38%
4META PLATFORMS INCMETA13,327$9.8M3.62%
5SELECT SECTOR SPDR TR81369Y80333,150$9.3M3.45%
6AMAZON COM INCAMZN42,194$9.3M3.43%
7JPMORGAN CHASE & CO.VYLD20,724$6.5M2.42%
8SELECT SECTOR SPDR TR81369Y605105,173$5.7M2.09%
9TESLA INCTSLA10,910$4.9M1.79%
10ALPHABET INCGOOG18,937$4.6M1.71%
11SELECT SECTOR SPDR TR81369Y85229,274$3.5M1.28%
12NETFLIX INCNFLX2,734$3.3M1.21%
13SELECT SECTOR SPDR TR81369Y70421,134$3.3M1.21%
14HOME DEPOT INCHD7,846$3.2M1.18%
15WALMART INCWMT28,944$3.0M1.10%
16SCHWAB STRATEGIC TR808524797107,834$2.9M1.09%
17ALPHABET INCGOOG11,771$2.9M1.06%
18SELECT SECTOR SPDR TR81369Y40711,710$2.8M1.04%
19SELECT SECTOR SPDR TR81369Y50631,045$2.8M1.03%
20SELECT SECTOR SPDR TR81369Y20919,686$2.7M1.01%
21SELECT SECTOR SPDR TR81369Y88629,902$2.6M0.96%
22JOHNSON & JOHNSONJNJ13,681$2.5M0.94%
23VISA INCV7,357$2.5M0.93%
24VANGUARD INDEX FDS9229083633,990$2.4M0.90%
25BERKSHIRE HATHAWAY INC DELBRK-A4,696$2.4M0.87%
26BROADCOM INCAVGO7,132$2.4M0.87%
27PIMCO CORPORATE & INCOME OPPPTY160,378$2.3M0.86%
28PROCTER AND GAMBLE CO74271810915,067$2.3M0.86%
29GOLDMAN SACHS GROUP INCGSCE2,700$2.2M0.80%
30ISHARES TR4642872003,211$2.1M0.79%
31CROWDSTRIKE HLDGS INCCRWD4,341$2.1M0.79%
32VERIZON COMMUNICATIONS INCVZ47,277$2.1M0.77%
33MCDONALDS CORPMCD6,435$2.0M0.72%
34SELECT SECTOR SPDR TR81369Y10021,403$1.9M0.71%
35SCHWAB CHARLES CORPSCHW-PJ19,379$1.9M0.68%
36ADVANCED MICRO DEVICES INCAMD11,435$1.9M0.68%
37VANGUARD WORLD FD92204A7022,468$1.8M0.68%
38COSTCO WHSL CORP NEW22160K1051,927$1.8M0.66%
39SELECT SECTOR SPDR TR81369Y30822,610$1.8M0.66%
40MORGAN STANLEYMS-PQ10,737$1.7M0.63%
41PALANTIR TECHNOLOGIES INCPLTR8,969$1.6M0.60%
42UBER TECHNOLOGIES INCUBER16,045$1.6M0.58%
43FEDEX CORPFDX5,881$1.4M0.51%
44BOEING COBA-PA6,389$1.4M0.51%
45UNITED PARCEL SERVICE INCUPS16,221$1.4M0.50%
46ABBVIE INCABBV5,693$1.3M0.49%
47INTERNATIONAL BUSINESS MACHSINTR4,608$1.3M0.48%
48ELI LILLY & COLLY1,698$1.3M0.48%
49SHOPIFY INCSHOP8,380$1.2M0.46%
50UNITEDHEALTH GROUP INCUNH3,565$1.2M0.46%
51CISCO SYS INCCSCO17,992$1.2M0.46%
52FIRST TR EXCHANGE-TRADED FD3373441058,650$1.2M0.45%
53QUALCOMM INCQCOM7,122$1.2M0.44%
54LOWES COS INC5486611074,494$1.1M0.42%
55SELECT SECTOR SPDR TR81369Y86025,894$1.1M0.40%
56PEPSICO INCPEP7,310$1.0M0.38%
57CATERPILLAR INCCAT2,098$1.0M0.37%
58MERCK & CO INCMRK11,158$936,5890.35%
59CHEVRON CORP NEWCVX5,905$917,1070.34%
60PRUDENTIAL FINL INCPUKPF8,837$916,7900.34%
61PPL CORPPPLC24,394$906,5150.34%
62LOCKHEED MARTIN CORPLMT1,808$902,6510.33%
63SERVICENOW INCNOW920$846,6580.31%
64BANK AMERICA CORP06050510416,295$840,6930.31%
65SPOTIFY TECHNOLOGY S ASPOT1,200$837,6000.31%
66RTX CORPORATIONRTX4,713$788,8900.29%
67EXXON MOBIL CORPXOM6,911$779,2240.29%
68NEXTERA ENERGY INCNEE-PW10,081$761,0650.28%
69ILLINOIS TOOL WKS INC4523081092,851$743,5340.27%
70ANALOG DEVICES INCADI2,903$713,4690.26%
71INVESCO QQQ TRIVZ1,181$709,1050.26%
72SEAGATE TECHNOLOGY HLDNGS PLSE2,996$707,2360.26%
73SALESFORCE INCCRM2,876$681,8150.25%
74ORACLE CORPORCL-PD2,358$663,2380.25%
75SPDR S&P 500 ETF TRSPY985$656,1870.24%
76PHILIP MORRIS INTL INC7181721093,961$642,5330.24%
77DISNEY WALT CO2546871065,581$639,1370.24%
78COCA COLA COKO9,588$635,9330.24%
79ISHARES TR4642871504,357$634,7170.23%
80AMERICAN EXPRESS COAXP1,882$625,5920.23%
81MASTERCARD INCORPORATEDMA1,091$620,9770.23%
82FREEPORT-MCMORAN INCFCX15,063$590,8170.22%
83CAPITAL ONE FINL CORP14040H1052,740$582,5200.22%
843M COMMM3,734$579,5130.21%
85ISHARES TR4642875078,819$575,5480.21%
86TARGET CORPTGT6,319$566,9550.21%
87CITIGROUP INCC-PR5,559$564,3330.21%
88GENERAL DYNAMICS CORPGD1,653$563,9900.21%
89AUTOMATIC DATA PROCESSING INADP1,843$540,9300.20%
90WASTE MGMT INC DEL94106L1092,422$534,8780.20%
91WELLS FARGO CO NEW9497461016,340$531,5320.20%
92L3HARRIS TECHNOLOGIES INCLHX1,700$519,3640.19%
93ABBOTT LABSABLZF3,864$517,5440.19%
94VANGUARD INDEX FDS9229087361,065$510,7850.19%
95VANGUARD INDEX FDS9229087691,551$508,9920.19%
96ALTRIA GROUP INCMO7,386$488,0310.18%
97HONEYWELL INTL INC4385161062,225$468,4590.17%
98ISHARES TR46429B6633,750$459,1880.17%
99RIGETTI COMPUTING INCRGTIW15,368$457,8130.17%
100LAM RESEARCH CORPLRCX3,144$421,0460.16%
101ISHARES TR4642876551,727$417,9280.15%
102PALO ALTO NETWORKS INCPANW2,052$417,8280.15%
103BLACKROCK INCBLK353$411,5520.15%
104FIRST TR EXCHANGE TRADED FD33738R5065,870$394,8250.15%
105MICRON TECHNOLOGY INCMU2,353$393,8630.15%
106MARATHON PETE CORPMARA2,027$390,6840.14%
107ISHARES TR4642873093,119$376,5260.14%
108AMGEN INCAMGN1,328$374,7660.14%
109PNC FINL SVCS GROUP INC6934751051,804$362,6230.13%
110ALLSTATE CORPALL-PJ1,660$356,3190.13%
111CUMMINS INCCMI821$347,1000.13%
112KIMBERLY-CLARK CORPKMB2,782$345,9430.13%
113CLOROX CO DELCLX2,733$336,9790.12%
114PHILLIPS 66PSX2,468$335,7440.12%
115AUTODESK INCADSK1,036$329,1060.12%
116AIR PRODS & CHEMS INCAIIR1,185$323,4400.12%
117MICROCHIP TECHNOLOGY INC.MCHPP5,027$322,8780.12%
118AFLAC INCAFL2,867$320,2440.12%
119STARBUCKS CORPSBUX3,765$318,6180.12%
120NUCOR CORPNUE2,331$315,7890.12%
121ADOBE INCADBE894$315,3590.12%
122VANECK ETF TRUST92189F676950$310,3340.11%
123ARM HOLDINGS PLC0420682052,158$305,3350.11%
124CHUBB LIMITEDCB1,077$303,9830.11%
125SOUTHERN COSOMN3,124$296,1470.11%
126ISHARES TR4642872912,811$290,1230.11%
127COMCAST CORP NEWCCZ8,833$277,5570.10%
128ISHARES TR46432F8423,092$270,0110.10%
129SCHWAB STRATEGIC TR80852486211,059$269,8400.10%
130NRG ENERGY INCNRG1,654$267,8650.10%
131VERTEX PHARMACEUTICALS INCVRTX679$265,9240.10%
132NORFOLK SOUTHN CORP655844108883$265,4520.10%
133VANGUARD SPECIALIZED FUNDS9219088441,225$264,3430.10%
134FIDELITY D & D BANCORP INCFDBC5,943$260,4820.10%
135MEDTRONIC PLCMDT2,683$255,5290.09%
136PROSHARES TR74347R2061,801$247,1410.09%
137ISHARES TR4642872262,455$246,1140.09%
138VALERO ENERGY CORPVLO1,416$241,1960.09%
139SSGA ACTIVE TR78470P6229,450$241,0700.09%
140SOFI TECHNOLOGIES INCSOFI9,000$237,7800.09%
141ISHARES TR4642878041,968$233,8740.09%
142NUSCALE PWR CORPNU6,350$228,6000.08%
143INTEL CORPINTC6,720$225,4810.08%
144INVESCO EXCH TRADED FD TR IIIVZ10,248$220,9470.08%
145COLGATE PALMOLIVE COCL2,633$210,4820.08%
146ISHARES TR464288760962$201,4320.07%
147REPUBLIC SVCS INC760759100877$201,2540.07%
148NORTHWEST BANCSHARES INC MDNWBI16,218$200,9410.07%
149INVESCO TR INVT GRADE MUNSIVZ13,500$136,6200.05%
150ALPHA COGNITION INCACOG19,500$126,9450.05%
151PIMCO HIGH INCOME FD72201410710,100$50,3990.02%
152PROKIDNEY CORPPROK11,620$28,1200.01%