Holders — by stockHoldings — by fund
Zullo Investment Group, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001909760
$293.1M
disclosed book value
157
positions
15.6%
largest position share
Positions, as of 2026-06-30
top 100 of 157 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 157,905 | $45.7M | 15.6% |
| 2 | NVDANVIDIA CORPORATION | 122,919 | $24.6M | 8.4% |
| 3 | MSFTMICROSOFT CORP | 34,948 | $13.0M | 4.4% |
| 4 | XLKSELECT SECTOR SPDR TR | 65,396 | $12.5M | 4.3% |
| 5 | AMZNAMAZON COM INC | 41,044 | $9.8M | 3.3% |
| 6 | METAMETA PLATFORMS INC | 12,467 | $7.0M | 2.4% |
| 7 | JPMJPMORGAN CHASE & CO | 19,973 | $6.5M | 2.2% |
| 8 | GOOGALPHABET INC | 17,645 | $6.2M | 2.1% |
| 9 | AMDADVANCED MICRO DEVICES INC | 10,640 | $6.2M | 2.1% |
| 10 | XLFSELECT SECTOR SPDR TR | 104,731 | $5.6M | 1.9% |
| 11 | SCHDSCHWAB STRATEGIC TR | 135,169 | $4.3M | 1.5% |
| 12 | TSLATESLA INC | 10,122 | $4.3M | 1.5% |
| 13 | GOOGLALPHABET INC | 11,739 | $4.2M | 1.4% |
| 14 | XLISELECT SECTOR SPDR TR | 20,943 | $3.9M | 1.3% |
| 15 | XLESELECT SECTOR SPDR TR | 64,112 | $3.4M | 1.2% |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 4,381 | $3.3M | 1.1% |
| 17 | JNJJOHNSON & JOHNSON | 13,095 | $3.3M | 1.1% |
| 18 | XLVSELECT SECTOR SPDR TR | 20,430 | $3.2M | 1.1% |
| 19 | XLCSELECT SECTOR SPDR TR | 28,058 | $3.0M | 1% |
| 20 | SEAGATE TECHNOLOGY HLDNGS PL | 2,996 | $2.9M | 1% |
| 21 | WMTWALMART INC | 25,227 | $2.9M | 1% |
| 22 | MUMICRON TECHNOLOGY INC | 2,441 | $2.8M | 1% |
| 23 | VOOVANGUARD INDEX FDS | 4,015 | $2.8M | 0.9% |
| 24 | HDHOME DEPOT INC | 7,732 | $2.7M | 0.9% |
| 25 | XLYSELECT SECTOR SPDR TR | 23,137 | $2.7M | 0.9% |
| 26 | XLUSELECT SECTOR SPDR TR | 59,660 | $2.7M | 0.9% |
| 27 | AVGOBROADCOM INC | 6,919 | $2.6M | 0.9% |
| 28 | VVISA INC | 7,338 | $2.5M | 0.9% |
| 29 | GSGOLDMAN SACHS GROUP INC | 2,436 | $2.5M | 0.8% |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,633 | $2.3M | 0.8% |
| 31 | IVVISHARES TR | 3,000 | $2.2M | 0.8% |
| 32 | VGTVANGUARD WORLD FD | 18,692 | $2.2M | 0.8% |
| 33 | MSMORGAN STANLEY | 10,526 | $2.2M | 0.8% |
| 34 | XLBSELECT SECTOR SPDR TR | 43,136 | $2.2M | 0.7% |
| 35 | LLYELI LILLY & CO | 1,791 | $2.1M | 0.7% |
| 36 | PGPROCTER & GAMBLE CO | 14,473 | $2.1M | 0.7% |
| 37 | CATCATERPILLAR INC | 1,947 | $2.1M | 0.7% |
| 38 | NFLXNETFLIX INC. | 27,456 | $2.0M | 0.7% |
| 39 | XLPSELECT SECTOR SPDR TR | 23,410 | $1.9M | 0.7% |
| 40 | CSCOCISCO SYS INC | 15,860 | $1.9M | 0.6% |
| 41 | COSTCOSTCO WHOLESALE CORPORATION | 1,959 | $1.8M | 0.6% |
| 42 | FDXFEDEX CORP | 5,800 | $1.8M | 0.6% |
| 43 | MCDMCDONALDS CORP | 6,532 | $1.8M | 0.6% |
| 44 | VZVERIZON COMMUNICATIONS INC | 41,352 | $1.8M | 0.6% |
| 45 | UPSUNITED PARCEL SVCS INC | 15,505 | $1.7M | 0.6% |
| 46 | SCHWSCHWAB CHARLES CORP | 17,802 | $1.6M | 0.6% |
| 47 | UNHUNITEDHEALTH GROUP INC | 3,712 | $1.5M | 0.5% |
| 48 | PTYPIMCO CORPORATE & INCOME OPP | 119,172 | $1.4M | 0.5% |
| 49 | BABOEING CO | 6,475 | $1.4M | 0.5% |
| 50 | ABBVABBVIE INC | 5,542 | $1.4M | 0.5% |
| 51 | QQEWFIRST TR EXCHANGE-TRADED FD | 8,650 | $1.4M | 0.5% |
| 52 | PPLPPL CORP | 37,439 | $1.4M | 0.5% |
| 53 | MRKMERCK & CO INC | 10,396 | $1.3M | 0.5% |
| 54 | IBMINTERNATIONAL BUSINESS MACHS | 4,538 | $1.3M | 0.4% |
| 55 | QCOMQUALCOMM INC | 6,628 | $1.2M | 0.4% |
| 56 | XLRESELECT SECTOR SPDR TR | 26,041 | $1.1M | 0.4% |
| 57 | LRCXLAM RESEARCH CORP | 2,593 | $1.1M | 0.4% |
| 58 | ADIANALOG DEVICES INC | 2,655 | $1.1M | 0.4% |
| 59 | CVXCHEVRON CORPORATION | 6,060 | $1.0M | 0.3% |
| 60 | SHOPSHOPIFY INC | 8,434 | $962,994 | 0.3% |
| 61 | LOWLOWES COS INC | 4,320 | $952,600 | 0.3% |
| 62 | PLTRPALANTIR TECHNOLOGIES INC | 7,986 | $931,727 | 0.3% |
| 63 | XLSRSSGA ACTIVE TR | 13,806 | $895,457 | 0.3% |
| 64 | RTXRTX CORPORATION | 4,714 | $894,392 | 0.3% |
| 65 | QQQINVESCO QQQ TR | 1,205 | $888,053 | 0.3% |
| 66 | FCXFREEPORT MCMORAN INC | 14,070 | $884,894 | 0.3% |
| 67 | LMTLOCKHEED MARTIN CORP | 1,699 | $865,949 | 0.3% |
| 68 | UBERUBER TECHNOLOGIES INC | 11,978 | $864,332 | 0.3% |
| 69 | PEPPEPSICO INC | 6,163 | $834,537 | 0.3% |
| 70 | PRUPRUDENTIAL FINL INC | 7,648 | $825,462 | 0.3% |
| 71 | NEENEXTERA ENERGY INC | 9,262 | $813,004 | 0.3% |
| 72 | SPYSTATE STR SPDR S&P 500 ETF T | 1,004 | $749,757 | 0.3% |
| 73 | BACBANK OF AMER CORP | 12,982 | $739,758 | 0.3% |
| 74 | KOCOCA COLA CO | 9,041 | $734,799 | 0.3% |
| 75 | CCITIGROUP INC | 5,224 | $731,207 | 0.2% |
| 76 | PANWPALO ALTO NETWORKS INC | 2,119 | $722,621 | 0.2% |
| 77 | INTCINTEL CORP | 5,130 | $716,405 | 0.2% |
| 78 | ITOTISHARES TR | 4,360 | $716,282 | 0.2% |
| 79 | TGTTARGET CORP | 5,453 | $712,305 | 0.2% |
| 80 | ARMARM HOLDINGS PLC | 2,004 | $710,558 | 0.2% |
| 81 | PMPHILIP MORRIS INTL INC | 3,926 | $710,319 | 0.2% |
| 82 | ITWILLINOIS TOOL WKS INC | 2,575 | $696,656 | 0.2% |
| 83 | IJHISHARES TR | 8,681 | $669,458 | 0.2% |
| 84 | CMICUMMINS INC | 854 | $609,578 | 0.2% |
| 85 | MAMASTERCARD INCORPORATED | 1,129 | $579,947 | 0.2% |
| 86 | SPOTIFY TECHNOLOGY S A | 1,245 | $571,617 | 0.2% |
| 87 | GDGENERAL DYNAMICS CORP | 1,601 | $567,266 | 0.2% |
| 88 | AXPAMERICAN EXPRESS CO | 1,670 | $565,107 | 0.2% |
| 89 | NOWSERVICENOW INC | 5,685 | $564,407 | 0.2% |
| 90 | SPCXSPACE EXPLORATION TECHN CORP | 3,253 | $555,808 | 0.2% |
| 91 | VUGVANGUARD INDEX FDS | 6,240 | $537,514 | 0.2% |
| 92 | DISDISNEY WALT CO | 5,429 | $522,624 | 0.2% |
| 93 | CRMSALESFORCE INC | 3,328 | $521,432 | 0.2% |
| 94 | MRVLMARVELL TECHNOLOGY INC | 1,726 | $514,254 | 0.2% |
| 95 | HDVISHARES TR | 18,750 | $513,938 | 0.2% |
| 96 | SMHVANECK ETF TRUST | 773 | $507,352 | 0.2% |
| 97 | MMM3M CO | 3,113 | $504,110 | 0.2% |
| 98 | IWMISHARES TR | 1,653 | $496,890 | 0.2% |
| 99 | MOALTRIA GROUP INC | 6,857 | $493,396 | 0.2% |
| 100 | WFCWELLS FARGO & CO | 5,955 | $492,188 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.