Zullo Investment Group, Inc.

13F filer · CIK 0001909760

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$293MU.S. long equity reported on 13F

Positions1218 new · 11 closed

Net flow last quarter-$6.06MBuys minus sells

Top 10 positions weight43.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026121 positions
AAPLApple Inc.	$45.7M	15.59%	0.00%	-1.1%	Q4 2021
NVDANvidia Corp	$24.6M	8.39%	0.00%	-1.5%	Q4 2021
MSFTMicrosoft Corp	$13M	4.45%	0.00%	-1.7%	Q4 2021
AMZNAmazon Com Inc	$9.78M	3.34%	0.00%	-1.9%	Q4 2021
METAMeta Platforms, Inc.	$7.02M	2.40%	Not reported	-3.7%	Q4 2021
JPMJPMorgan Chase & Co	$6.54M	2.23%	0.00%	-3.7%	Q4 2021
GOOGAlphabet Inc.	$6.23M	2.13%	Not reported	-2.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$6.18M	2.11%	0.00%	-0.8%	Q4 2021
TSLATesla, Inc.	$4.26M	1.45%	0.00%	+0.1%	Q4 2021
GOOGLAlphabet Inc.	$4.2M	1.43%	0.00%	-6.8%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$3.34M	1.14%	0.00%	+1.0%	Q4 2021
JNJJohnson & Johnson	$3.33M	1.13%	0.00%	-3.4%	Q4 2021
STXSeagate Technology Holdings plc	$2.89M	0.99%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$2.86M	0.97%	0.00%	-12.6%	Q4 2021
MUMicron Technology Inc	$2.82M	0.96%	0.00%	-3.8%	Q4 2021
HDHome Depot, Inc.	$2.73M	0.93%	0.00%	-2.6%	Q4 2021
AVGOBroadcom Inc.	$2.61M	0.89%	0.00%	-0.1%	Q4 2021
VVisa Inc.	$2.52M	0.86%	0.00%	+0.4%	Q4 2021
GSGoldman Sachs Group Inc	$2.46M	0.84%	0.00%	-7.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.32M	0.79%	Not reported	-2.2%	Q4 2021
MSMorgan Stanley	$2.2M	0.75%	0.00%	-1.7%	Q4 2021
LLYELI LILLY & Co	$2.15M	0.73%	0.00%	+2.1%	Q4 2021
PGPROCTER & GAMBLE Co	$2.12M	0.72%	0.00%	-11.2%	Q4 2021
CATCaterpillar Inc	$2.07M	0.71%	0.00%	-0.3%	Q4 2021
NFLXNetflix Inc	$1.96M	0.67%	0.00%	+0.8%	Q4 2021
CSCOCisco Systems, Inc.	$1.86M	0.64%	0.00%	-6.0%	Q4 2021
COSTCostco Wholesale Corp	$1.83M	0.63%	0.00%	-0.2%	Q4 2021
FDXFedex Corp	$1.82M	0.62%	0.00%	-2.6%	Q4 2021
MCDMcdonalds Corp	$1.77M	0.60%	0.00%	-3.2%	Q4 2021
VZVerizon Communications Inc	$1.75M	0.60%	0.00%	-3.1%	Q4 2021
UPSUnited Parcel Service Inc	$1.67M	0.57%	0.00%	-0.8%	Q4 2021
SCHWSchwab Charles Corp	$1.64M	0.56%	0.00%	-5.3%	Q4 2021
UNHUnitedhealth Group Inc	$1.54M	0.53%	0.00%	-0.8%	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$1.43M	0.49%	Not reported	-7.6%	Q2 2024
BABoeing Co	$1.4M	0.48%	0.00%	+0.2%	Q4 2021
ABBVAbbVie Inc.	$1.39M	0.48%	0.00%	-0.2%	Q4 2021
PPLPPL Corp	$1.36M	0.46%	0.01%	+57.4%	Q4 2021
MRKMerck & Co., Inc.	$1.34M	0.46%	0.00%	-6.5%	Q4 2021
IBMInternational Business Machines Corp	$1.28M	0.44%	0.00%	-3.0%	Q4 2021
QCOMQualcomm Inc	$1.22M	0.42%	0.00%	-4.4%	Q4 2021
LRCXLam Research Corp	$1.12M	0.38%	0.00%	-17.9%	Q4 2021
ADIAnalog Devices Inc	$1.05M	0.36%	0.00%	-3.8%	Q4 2021
CVXChevron Corp	$1M	0.34%	0.00%	-5.5%	Q4 2021
SHOPShopify Inc.	$963K	0.33%	0.00%	-0.1%	Q4 2021
LOWLowes Companies Inc	$953K	0.32%	0.00%	-2.2%	Q4 2021
PLTRPalantir Technologies Inc.	$932K	0.32%	0.00%	+3.0%	Q4 2021
RTXRTX Corp	$894K	0.31%	0.00%	+0.5%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$888K	0.30%	Not reported	Not reported	Q4 2021
FCXFreeport-Mcmoran Inc	$885K	0.30%	0.00%	-2.5%	Q4 2021
LMTLockheed Martin Corp	$866K	0.30%	0.00%	-4.2%	Q4 2021

Q1 2026Reported Apr 15, 2026122 positions
AAPLApple Inc.	$40.5M	15.37%	0.00%	-1.1%	Q4 2021
NVDANvidia Corp	$21.8M	8.26%	0.00%	-4.4%	Q4 2021
MSFTMicrosoft Corp	$13.2M	5.00%	0.00%	+7.8%	Q4 2021
AMZNAmazon Com Inc	$8.71M	3.31%	0.00%	-0.1%	Q4 2021
METAMeta Platforms, Inc.	$7.41M	2.81%	Not reported	-0.6%	Q4 2021
JPMJPMorgan Chase & Co	$6.1M	2.31%	0.00%	+1.0%	Q4 2021
GOOGAlphabet Inc.	$5.17M	1.96%	Not reported	-3.4%	Q4 2021
TSLATesla, Inc.	$3.76M	1.43%	0.00%	-6.7%	Q4 2021
GOOGLAlphabet Inc.	$3.62M	1.37%	0.00%	+7.4%	Q4 2021
WMTWalmart Inc.	$3.59M	1.36%	0.00%	+0.5%	Q4 2021
JNJJohnson & Johnson	$3.31M	1.26%	0.00%	+2.3%	Q4 2021
NFLXNetflix Inc	$2.62M	0.99%	0.00%	-1.5%	Q4 2021
HDHome Depot, Inc.	$2.61M	0.99%	0.00%	+0.8%	Q4 2021
PGPROCTER & GAMBLE Co	$2.35M	0.89%	0.00%	+8.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.27M	0.86%	Not reported	+0.4%	Q4 2021
GSGoldman Sachs Group Inc	$2.23M	0.85%	0.00%	+0.8%	Q4 2021
VVisa Inc.	$2.21M	0.84%	0.00%	-0.3%	Q4 2021
AMDAdvanced Micro Devices Inc	$2.18M	0.83%	0.00%	-1.1%	Q4 2021
AVGOBroadcom Inc.	$2.14M	0.81%	0.00%	-4.9%	Q4 2021
VZVerizon Communications Inc	$2.14M	0.81%	0.00%	-2.6%	Q4 2021
FDXFedex Corp	$2.12M	0.80%	0.00%	+2.3%	Q4 2021
MCDMcdonalds Corp	$2.1M	0.80%	0.00%	+3.7%	Q4 2021
COSTCostco Wholesale Corp	$1.96M	0.74%	0.00%	+0.5%	Q4 2021
SCHWSchwab Charles Corp	$1.77M	0.67%	0.00%	-2.7%	Q4 2021
MSMorgan Stanley	$1.76M	0.67%	0.00%	+1.4%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$1.69M	0.64%	0.00%	-0.2%	Q4 2021
LLYELI LILLY & Co	$1.61M	0.61%	0.00%	+2.4%	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$1.56M	0.59%	Not reported	-7.9%	Q2 2024
UPSUnited Parcel Service Inc	$1.54M	0.58%	0.00%	+0.5%	Q4 2021
CATCaterpillar Inc	$1.38M	0.53%	0.00%	+0.1%	Q4 2021
MRKMerck & Co., Inc.	$1.34M	0.51%	0.00%	+0.8%	Q4 2021
CVXChevron Corp	$1.33M	0.50%	0.00%	+10.2%	Q4 2021
CSCOCisco Systems, Inc.	$1.31M	0.50%	0.00%	-1.3%	Q4 2021
BABoeing Co	$1.29M	0.49%	0.00%	+1.4%	Q4 2021
XOMExxonMobil Holdings Corp	$1.25M	0.48%	0.00%	+5.3%	Q4 2021
ABBVAbbVie Inc.	$1.21M	0.46%	0.00%	-1.0%	Q4 2021
STXSeagate Technology Holdings plc	$1.17M	0.45%	0.00%	Not reported	Q4 2021
PLTRPalantir Technologies Inc.	$1.13M	0.43%	0.00%	-12.0%	Q4 2021
IBMInternational Business Machines Corp	$1.13M	0.43%	0.00%	+3.4%	Q4 2021
PEPPepsico Inc	$1.1M	0.42%	0.00%	-0.9%	Q4 2021
LMTLockheed Martin Corp	$1.07M	0.41%	0.00%	+6.7%	Q4 2021
LOWLowes Companies Inc	$1.04M	0.40%	0.00%	+1.1%	Q4 2021
UNHUnitedhealth Group Inc	$1.01M	0.38%	0.00%	+5.6%	Q4 2021
SHOPShopify Inc.	$1M	0.38%	0.00%	+1.2%	Q4 2021
UBERUber Technologies, Inc	$977K	0.37%	0.00%	-8.2%	Q4 2021
PPLPPL Corp	$909K	0.34%	0.00%	-0.5%	Q4 2021
RTXRTX Corp	$905K	0.34%	0.00%	+1.9%	Q4 2021
QCOMQualcomm Inc	$893K	0.34%	0.00%	+2.5%	Q4 2021
ADIAnalog Devices Inc	$878K	0.33%	0.00%	-0.8%	Q4 2021
NEENextera Energy Inc	$861K	0.33%	0.00%	-2.2%	Q4 2021

Q4 2025Reported Jan 26, 2026119 positions
AAPLApple Inc.	$43.9M	16.04%	0.00%	-0.3%	Q4 2021
NVDANvidia Corp	$24.3M	8.91%	0.00%	-1.0%	Q4 2021
MSFTMicrosoft Corp	$16M	5.84%	0.00%	-1.0%	Q4 2021
AMZNAmazon Com Inc	$9.66M	3.53%	0.00%	-0.8%	Q4 2021
METAMeta Platforms, Inc.	$8.6M	3.15%	Not reported	-2.3%	Q4 2021
JPMJPMorgan Chase & Co	$6.62M	2.42%	0.00%	-0.9%	Q4 2021
GOOGAlphabet Inc.	$5.86M	2.14%	Not reported	-1.5%	Q4 2021
TSLATesla, Inc.	$4.88M	1.78%	0.00%	-0.6%	Q4 2021
GOOGLAlphabet Inc.	$3.67M	1.34%	0.00%	-0.4%	Q4 2021
WMTWalmart Inc.	$3.2M	1.17%	0.00%	-0.8%	Q4 2021
JNJJohnson & Johnson	$2.74M	1.00%	0.00%	-3.2%	Q4 2021
HDHome Depot, Inc.	$2.71M	0.99%	0.00%	+0.5%	Q4 2021
NFLXNetflix Inc	$2.59M	0.95%	0.00%	+1.1%	Q4 2021
VVisa Inc.	$2.57M	0.94%	0.00%	-0.4%	Q4 2021
AVGOBroadcom Inc.	$2.52M	0.92%	0.00%	+2.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.37M	0.87%	Not reported	+0.5%	Q4 2021
AMDAdvanced Micro Devices Inc	$2.32M	0.85%	0.00%	-5.2%	Q4 2021
GSGoldman Sachs Group Inc	$2.3M	0.84%	0.00%	-3.3%	Q4 2021
PGPROCTER & GAMBLE Co	$2.15M	0.78%	0.00%	-0.6%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$2.04M	0.75%	0.00%	+0.1%	Q4 2021
MCDMcdonalds Corp	$1.99M	0.73%	0.00%	+1.1%	Q4 2021
SCHWSchwab Charles Corp	$1.93M	0.71%	0.00%	-0.3%	Q4 2021
MSMorgan Stanley	$1.88M	0.69%	0.00%	-1.6%	Q4 2021
LLYELI LILLY & Co	$1.84M	0.67%	0.00%	+0.9%	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$1.81M	0.66%	Not reported	-12.7%	Q2 2024
VZVerizon Communications Inc	$1.78M	0.65%	0.00%	-7.3%	Q4 2021
COSTCostco Wholesale Corp	$1.68M	0.62%	0.00%	+1.3%	Q4 2021
FDXFedex Corp	$1.68M	0.61%	0.00%	-1.1%	Q4 2021
PLTRPalantir Technologies Inc.	$1.57M	0.57%	0.00%	-1.8%	Q4 2021
UPSUnited Parcel Service Inc	$1.54M	0.56%	0.00%	-4.2%	Q4 2021
BABoeing Co	$1.38M	0.51%	0.00%	-0.3%	Q4 2021
SHOPShopify Inc.	$1.34M	0.49%	0.00%	-0.5%	Q4 2021
IBMInternational Business Machines Corp	$1.34M	0.49%	0.00%	-1.8%	Q4 2021
CSCOCisco Systems, Inc.	$1.32M	0.48%	0.00%	-5.0%	Q4 2021
ABBVAbbVie Inc.	$1.28M	0.47%	0.00%	-1.6%	Q4 2021
UBERUber Technologies, Inc	$1.21M	0.44%	0.00%	-7.8%	Q4 2021
UNHUnitedhealth Group Inc	$1.17M	0.43%	0.00%	-0.6%	Q4 2021
MRKMerck & Co., Inc.	$1.16M	0.43%	0.00%	-1.1%	Q4 2021
QCOMQualcomm Inc	$1.16M	0.42%	0.00%	-5.0%	Q4 2021
CATCaterpillar Inc	$1.12M	0.41%	0.00%	-7.0%	Q4 2021
LOWLowes Companies Inc	$1.05M	0.39%	0.00%	-2.8%	Q4 2021
PEPPepsico Inc	$1.03M	0.38%	0.00%	-2.3%	Q4 2021
PRUPrudential Financial Inc	$987K	0.36%	0.00%	-1.1%	Q4 2021
CVXChevron Corp	$887K	0.32%	0.00%	-1.4%	Q4 2021
BACBank of America Corp	$875K	0.32%	0.00%	-2.4%	Q4 2021
RTXRTX Corp	$845K	0.31%	0.00%	-2.3%	Q4 2021
XOMExxonMobil Holdings Corp	$844K	0.31%	0.00%	+1.5%	Q4 2021
PPLPPL Corp	$837K	0.31%	0.00%	-2.0%	Q4 2021
STXSeagate Technology Holdings plc	$825K	0.30%	0.00%	Not reported	Q4 2021
LMTLockheed Martin Corp	$805K	0.29%	0.00%	-8.0%	Q4 2021

Q3 2025Reported Oct 23, 2025119 positions
AAPLApple Inc.	$41.2M	15.24%	0.00%	-0.2%	Q4 2021
NVDANvidia Corp	$24.6M	9.09%	0.00%	-3.2%	Q4 2021
MSFTMicrosoft Corp	$17.3M	6.38%	0.00%	-0.1%	Q4 2021
METAMeta Platforms, Inc.	$9.79M	3.62%	Not reported	-0.7%	Q4 2021
AMZNAmazon Com Inc	$9.26M	3.43%	0.00%	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$6.54M	2.42%	0.00%	0.0%	Q4 2021
TSLATesla, Inc.	$4.85M	1.79%	0.00%	+0.5%	Q4 2021
GOOGAlphabet Inc.	$4.61M	1.71%	Not reported	+0.2%	Q4 2021
NFLXNetflix Inc	$3.28M	1.21%	0.00%	+0.7%	Q4 2021
HDHome Depot, Inc.	$3.18M	1.18%	0.00%	-0.1%	Q4 2021
WMTWalmart Inc.	$2.98M	1.10%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$2.86M	1.06%	0.00%	+1.5%	Q4 2021
JNJJohnson & Johnson	$2.54M	0.94%	0.00%	-1.1%	Q4 2021
VVisa Inc.	$2.51M	0.93%	0.00%	+0.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.36M	0.87%	Not reported	+0.5%	Q4 2021
AVGOBroadcom Inc.	$2.35M	0.87%	0.00%	+1.0%	Q4 2021
PTYPimco Corporate & Income Opportunity Fund	$2.32M	0.86%	Not reported	+3.0%	Q2 2024
PGPROCTER & GAMBLE Co	$2.32M	0.86%	0.00%	+0.2%	Q4 2021
GSGoldman Sachs Group Inc	$2.15M	0.80%	0.00%	+0.2%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$2.13M	0.79%	0.00%	-0.6%	Q4 2021
VZVerizon Communications Inc	$2.08M	0.77%	0.00%	+0.7%	Q4 2021
MCDMcdonalds Corp	$1.96M	0.72%	0.00%	+1.2%	Q4 2021
SCHWSchwab Charles Corp	$1.85M	0.68%	0.00%	-1.5%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.85M	0.68%	0.00%	+1.3%	Q4 2021
COSTCostco Wholesale Corp	$1.78M	0.66%	0.00%	+0.2%	Q4 2021
MSMorgan Stanley	$1.71M	0.63%	0.00%	-0.4%	Q4 2021
PLTRPalantir Technologies Inc.	$1.64M	0.60%	0.00%	+1.8%	Q4 2021
UBERUber Technologies, Inc	$1.57M	0.58%	0.00%	+0.2%	Q4 2021
FDXFedex Corp	$1.39M	0.51%	0.00%	-2.2%	Q4 2021
BABoeing Co	$1.38M	0.51%	0.00%	+0.6%	Q4 2021
UPSUnited Parcel Service Inc	$1.35M	0.50%	0.00%	-3.9%	Q4 2021
ABBVAbbVie Inc.	$1.32M	0.49%	0.00%	+2.2%	Q4 2021
IBMInternational Business Machines Corp	$1.3M	0.48%	0.00%	+0.5%	Q4 2021
LLYELI LILLY & Co	$1.3M	0.48%	0.00%	+3.0%	Q4 2021
SHOPShopify Inc.	$1.25M	0.46%	0.00%	+1.1%	Q4 2021
UNHUnitedhealth Group Inc	$1.23M	0.46%	0.00%	-10.5%	Q4 2021
CSCOCisco Systems, Inc.	$1.23M	0.46%	0.00%	-0.9%	Q4 2021
QCOMQualcomm Inc	$1.19M	0.44%	0.00%	+0.3%	Q4 2021
LOWLowes Companies Inc	$1.13M	0.42%	0.00%	-0.8%	Q4 2021
PEPPepsico Inc	$1.03M	0.38%	0.00%	-1.9%	Q4 2021
CATCaterpillar Inc	$1M	0.37%	0.00%	+0.7%	Q4 2021
MRKMerck & Co., Inc.	$937K	0.35%	0.00%	+0.3%	Q4 2021
CVXChevron Corp	$917K	0.34%	0.00%	+6.8%	Q4 2021
PRUPrudential Financial Inc	$917K	0.34%	0.00%	-2.1%	Q4 2021
PPLPPL Corp	$907K	0.34%	0.00%	+1.8%	Q4 2021
LMTLockheed Martin Corp	$903K	0.33%	0.00%	+5.2%	Q4 2021
NOWServiceNow, Inc.	$847K	0.31%	0.00%	+0.2%	Q4 2021
BACBank of America Corp	$841K	0.31%	0.00%	+0.9%	Q4 2021
SPOTSpotify Technology S.A.	$838K	0.31%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$789K	0.29%	0.00%	+1.2%	Q4 2021

Premium opens every quarter this fund has filed