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 2025 · Filed January 26, 2026 · Accession 0001909760-26-000001

Total Value
$273.4M
Positions
154
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (154)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL161,335$43.9M16.04%
2NVIDIA CORPORATIONNVDA130,542$24.3M8.91%
3MICROSOFT CORPMSFT32,985$16.0M5.84%
4AMAZON COM INCAMZN41,865$9.7M3.53%
5SELECT SECTOR SPDR TR81369Y80365,365$9.4M3.44%
6META PLATFORMS INCMETA13,026$8.6M3.15%
7JPMORGAN CHASE & CO.VYLD20,536$6.6M2.42%
8ALPHABET INCGOOG18,663$5.9M2.14%
9SELECT SECTOR SPDR TR81369Y605105,511$5.8M2.11%
10TESLA INCTSLA10,844$4.9M1.78%
11ALPHABET INCGOOG11,727$3.7M1.34%
12SELECT SECTOR SPDR TR81369Y85229,559$3.5M1.27%
13SELECT SECTOR SPDR TR81369Y70421,014$3.3M1.19%
14WALMART INCWMT28,700$3.2M1.17%
15SELECT SECTOR SPDR TR81369Y20919,977$3.1M1.13%
16SCHWAB STRATEGIC TR808524797108,022$3.0M1.08%
17SELECT SECTOR SPDR TR81369Y40723,291$2.8M1.02%
18JOHNSON & JOHNSONJNJ13,244$2.7M1.00%
19SELECT SECTOR SPDR TR81369Y50660,987$2.7M1.00%
20HOME DEPOT INCHD7,882$2.7M0.99%
21NETFLIX INCNFLX27,642$2.6M0.95%
22VISA INCV7,329$2.6M0.94%
23SELECT SECTOR SPDR TR81369Y88660,213$2.6M0.94%
24BROADCOM INCAVGO7,282$2.5M0.92%
25VANGUARD INDEX FDS9229083633,990$2.5M0.92%
26BERKSHIRE HATHAWAY INC DELBRK-A4,719$2.4M0.87%
27ADVANCED MICRO DEVICES INCAMD10,839$2.3M0.85%
28GOLDMAN SACHS GROUP INCGSCE2,612$2.3M0.84%
29PROCTER AND GAMBLE CO74271810914,970$2.1M0.78%
30ISHARES TR4642872003,005$2.1M0.75%
31CROWDSTRIKE HLDGS INCCRWD4,345$2.0M0.75%
32MCDONALDS CORPMCD6,506$2.0M0.73%
33SELECT SECTOR SPDR TR81369Y10043,816$2.0M0.73%
34SCHWAB CHARLES CORPSCHW-PJ19,328$1.9M0.71%
35MORGAN STANLEYMS-PQ10,564$1.9M0.69%
36VANGUARD WORLD FD92204A7022,468$1.9M0.68%
37ELI LILLY & COLLY1,714$1.8M0.67%
38PIMCO CORPORATE & INCOME OPPPTY140,028$1.8M0.66%
39VERIZON COMMUNICATIONS INCVZ43,810$1.8M0.65%
40SELECT SECTOR SPDR TR81369Y30822,959$1.8M0.65%
41COSTCO WHSL CORP NEW22160K1051,952$1.7M0.62%
42FEDEX CORPFDX5,818$1.7M0.61%
43PALANTIR TECHNOLOGIES INCPLTR8,806$1.6M0.57%
44UNITED PARCEL SERVICE INCUPS15,544$1.5M0.56%
45BOEING COBA-PA6,372$1.4M0.51%
46SHOPIFY INCSHOP8,338$1.3M0.49%
47INTERNATIONAL BUSINESS MACHSINTR4,525$1.3M0.49%
48CISCO SYS INCCSCO17,092$1.3M0.48%
49ABBVIE INCABBV5,604$1.3M0.47%
50FIRST TR EXCHANGE-TRADED FD3373441058,650$1.2M0.45%
51UBER TECHNOLOGIES INCUBER14,802$1.2M0.44%
52UNITEDHEALTH GROUP INCUNH3,545$1.2M0.43%
53MERCK & CO INCMRK11,039$1.2M0.43%
54QUALCOMM INCQCOM6,765$1.2M0.42%
55CATERPILLAR INCCAT1,951$1.1M0.41%
56LOWES COS INC5486611074,368$1.1M0.39%
57SELECT SECTOR SPDR TR81369Y86025,924$1.0M0.38%
58PEPSICO INCPEP7,143$1.0M0.38%
59PRUDENTIAL FINL INCPUKPF8,742$986,8400.36%
60CHEVRON CORP NEWCVX5,820$887,1180.32%
61BANK AMERICA CORP06050510415,905$874,8280.32%
62RTX CORPORATIONRTX4,606$844,8670.31%
63EXXON MOBIL CORPXOM7,011$843,7890.31%
64PPL CORPPPLC23,906$837,2200.31%
65SEAGATE TECHNOLOGY HLDNGS PLSE2,996$825,0680.30%
66LOCKHEED MARTIN CORPLMT1,663$804,7470.29%
67SALESFORCE INCCRM2,954$782,6100.29%
68NEXTERA ENERGY INCNEE-PW9,475$760,6800.28%
69ANALOG DEVICES INCADI2,780$753,9990.28%
70FREEPORT-MCMORAN INCFCX14,797$751,5810.27%
71SPOTIFY TECHNOLOGY S ASPOT1,199$696,2710.25%
72ILLINOIS TOOL WKS INC4523081092,779$684,5810.25%
73MICRON TECHNOLOGY INCMU2,391$682,7260.25%
74INVESCO QQQ TRIVZ1,081$664,4670.24%
75SERVICENOW INCNOW4,328$663,0060.24%
76ISHARES TR4642871504,343$645,8880.24%
77AMERICAN EXPRESS COAXP1,720$636,6060.23%
78MASTERCARD INCORPORATEDMA1,114$636,4410.23%
79PHILIP MORRIS INTL INC7181721093,961$635,4030.23%
80DISNEY WALT CO2546871065,489$624,5950.23%
81COCA COLA COKO8,924$623,8900.23%
82CITIGROUP INCC-PR5,295$617,9700.23%
83SPDR S&P 500 ETF TRSPY890$606,9090.22%
84ISHARES TR4642875078,820$582,1250.21%
85CAPITAL ONE FINL CORP14040H1052,381$577,2330.21%
863M COMMM3,597$575,8900.21%
87WELLS FARGO CO NEW9497461016,080$566,8190.21%
88GENERAL DYNAMICS CORPGD1,624$546,7590.20%
89LAM RESEARCH CORPLRCX3,134$536,6110.20%
90WASTE MGMT INC DEL94106L1092,423$532,4520.19%
91VANGUARD INDEX FDS9229087691,551$520,0040.19%
92VANGUARD INDEX FDS9229087361,065$519,5710.19%
93ABBOTT LABSABLZF3,890$487,3780.18%
94AUTOMATIC DATA PROCESSING INADP1,885$484,8880.18%
95TARGET CORPTGT4,833$472,4800.17%
96L3HARRIS TECHNOLOGIES INCLHX1,576$462,7020.17%
97ORACLE CORPORCL-PD2,366$461,3810.17%
98ISHARES TR46429B6633,750$456,0380.17%
99ISHARES TR4642876551,727$425,3530.16%
100CUMMINS INCCMI822$419,6570.15%
101HONEYWELL INTL INC4385161062,120$413,7090.15%
102ALTRIA GROUP INCMO7,087$408,7050.15%
103FIRST TR EXCHANGE TRADED FD33738R5065,842$405,8650.15%
104PALO ALTO NETWORKS INCPANW2,156$397,1350.15%
105AMGEN INCAMGN1,205$394,5630.14%
106PNC FINL SVCS GROUP INC6934751051,820$379,9800.14%
107BLACKROCK INCBLK353$377,8300.14%
108NUCOR CORPNUE2,137$348,6010.13%
109ISHARES TR4642873092,787$343,5260.13%
110ALLSTATE CORPALL-PJ1,645$342,4070.13%
111VANECK ETF TRUST92189F676943$339,7940.12%
112CHUBB LIMITEDCB1,064$332,0960.12%
113ADOBE INCADBE916$320,5910.12%
114STARBUCKS CORPSBUX3,712$312,6280.11%
115MARATHON PETE CORPMARA1,922$312,5750.11%
116AFLAC INCAFL2,830$312,0640.11%
117MICROCHIP TECHNOLOGY INC.MCHPP4,887$311,4410.11%
118VERTEX PHARMACEUTICALS INCVRTX659$298,7640.11%
119PHILLIPS 66PSX2,308$297,8610.11%
120ISHARES TR4642872912,813$295,3650.11%
121AIR PRODS & CHEMS INCAIIR1,145$282,8980.10%
122AUTODESK INCADSK941$278,5450.10%
123ISHARES TR46432F8423,075$275,1630.10%
124RIGETTI COMPUTING INCRGTIW12,376$274,1280.10%
125VANGUARD SPECIALIZED FUNDS9219088441,225$269,2310.10%
126SOUTHERN COSOMN3,085$269,0230.10%
127NRG ENERGY INCNRG1,654$263,3830.10%
128FIDELITY D & D BANCORP INCFDBC5,943$258,6990.09%
129SCHWAB STRATEGIC TR80852486210,559$257,3230.09%
130NORFOLK SOUTHN CORP655844108886$255,8320.09%
131SOFI TECHNOLOGIES INCSOFI9,714$254,3130.09%
132PROSHARES TR74347R2063,602$253,6680.09%
133MEDTRONIC PLCMDT2,588$248,6030.09%
134COMCAST CORP NEWCCZ8,302$248,1470.09%
135INTEL CORPINTC6,720$247,9950.09%
136KIMBERLY-CLARK CORPKMB2,449$247,1650.09%
137ISHARES TR4642872262,455$245,2050.09%
138SSGA ACTIVE TR78470P6229,450$240,1710.09%
139ISHARES TR4642878041,945$233,8110.09%
140ISHARES TR4642887601,050$225,5520.08%
141INVESCO EXCH TRADED FD TR IIIVZ10,248$221,9720.08%
142VALERO ENERGY CORPVLO1,346$219,3780.08%
143ARM HOLDINGS PLC0420682051,975$215,8870.08%
144VANGUARD TAX-MANAGED FDS9219438583,432$214,3970.08%
145JOHNSON CTLS INTL PLCG515021051,770$211,9580.08%
146ISHARES SILVER TRSLV3,270$210,6530.08%
147CLOROX CO DELCLX2,065$208,2140.08%
148COLGATE PALMOLIVE COCL2,623$207,2690.08%
149THERMO FISHER SCIENTIFIC INCTMO355$205,9720.08%
150ISHARES TR4642877211,017$203,1160.07%
151NORTHWEST BANCSHARES INC MDNWBI16,118$193,4160.07%
152INVESCO TR INVT GRADE MUNSIVZ13,500$139,9950.05%
153GRAB HOLDINGS LIMITEDGRABW11,400$56,8860.02%
154PIMCO HIGH INCOME FD72201410710,100$49,0860.02%