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CIK: 0001909760
Total reported value
$293.1M
$293.1M
151 檔
28.6%
In Q2 2024, Zullo Investment Group, Inc.'s U.S. equity holdings reached a combined market value of $293.1M, distributed across 151 disclosed stock positions.
During Q2 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 | 15.85% | +0.22% | -0.29% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.16% | +0.13% | +924.06% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.70% | -0.55% | +0.20% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.84% | +0.03% | -0.73% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.27% | +0.82% | +0.32% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.00% | -0.41% | +1.39% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 1.90% | -0.09% | +0.54% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | -0.08% | +0.70% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.55% | +0.17% | +0.36% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.34% | — | — | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.06% | +2.17% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 1.24% | -0.42% | +2.94% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.23% | -0.06% | +1.74% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.39% | +1.01% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.13% | +1.56% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | +0.07% | +0.26% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.17% | +0.11% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.10% | -0.02% | +1.94% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.10% | -0.26% | +0.76% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.06% | -0.01% | +0.49% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.21% | +0.37% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.07% | -4.65% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.92% | -0.08% | +2.73% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | +0.02% | +5.08% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.06% | -0.10% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.88% | -0.17% | +1.95% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.04% | -4.80% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.85% | -0.18% | +11.56% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.11% | +0.09% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.02% | +0.79% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.32% | +0.48% | |
| 32 | XLB | Ss Materials Select Sector | ETF-Other | 0.80% | -0.11% | +3.52% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.02% | -0.54% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | +1.28% | +5.80% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | +0.01% | -0.89% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.15% | +2.54% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.20% | +1.40% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | -0.09% | +3.69% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.48% | EXIT | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.69% | +0.50% | +0.49% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.67% | -0.11% | +7.05% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | +0.08% | +13.14% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.13% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.05% | -0.52% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.12% | +0.97% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.56% | -0.01% | +6.82% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.14% | +0.03% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.01% | -0.81% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.08% | +2.00% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | — | +3.19% |
According to official SEC Form 13F filings, Zullo Investment Group, Inc. reported a total U.S. public equity portfolio value of $293.1M across 151 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 28.6% of total reported equity market value during Q2 2024.
During Q2 2024, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (15.8%)、NVDA (7.2%)、MSFT (6.7%). The largest single position, AAPL, represented 15.8% of total portfolio value.
In Q2 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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