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CIK: 0001909760
Total reported value
$293.1M
$293.1M
154 檔
24.1%
During the Q1 2024 filing period, Zullo Investment Group, Inc. (CIK: 0001909760) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $293.1M across 154 reported positions.
During Q1 2024, Zullo Investment Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.81% | +0.22% | +0.69% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.72% | -0.55% | +0.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.46% | +0.13% | -8.64% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.86% | +0.03% | +0.00% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.20% | +0.82% | +0.43% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.04% | -0.41% | -6.35% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.07% | -0.09% | +0.94% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.08% | +0.52% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.49% | — | — | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | -0.06% | +0.25% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.17% | -5.58% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.33% | -0.42% | +4.11% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.31% | -0.06% | +2.69% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.13% | +1.83% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | +0.07% | +2.18% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.22% | -0.01% | +6.31% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.19% | -0.02% | +1.88% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | -0.17% | +0.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.07% | +0.05% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.39% | +202.58% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.11% | -0.26% | +2.19% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.07% | -0.21% | +3.59% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.97% | -0.08% | +2.57% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.04% | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.02% | +0.45% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.01% | +0.34% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.89% | -0.17% | +1.20% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +1.28% | +1.51% | |
| 29 | XLB | Ss Materials Select Sector | ETF-Other | 0.87% | -0.11% | +3.29% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.20% | -1.92% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.02% | -0.18% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | +0.02% | +3.36% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 0.79% | -0.18% | +1.17% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.06% | +5.73% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.32% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.11% | +0.81% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.15% | +1.43% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.48% | EXIT | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.73% | -0.09% | +1.99% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.05% | +0.42% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.65% | -0.11% | +1.31% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.14% | +0.42% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.61% | +0.50% | +1.80% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.61% | +0.13% | — | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.01% | +11.26% | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | -0.08% | -15.45% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.01% | +0.01% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.53% | -0.05% | +2.33% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.12% | +20.55% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.08% | +0.65% |
According to official SEC Form 13F filings, Zullo Investment Group, Inc. reported a total U.S. public equity portfolio value of $293.1M across 154 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 24.1% of total reported equity market value during Q1 2024.
During Q1 2024, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (13.8%)、MSFT (6.7%)、NVDA (5.5%). The largest single position, AAPL, represented 13.8% of total portfolio value.
In Q1 2024, Zullo Investment Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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