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CIK: 0001909760
Total reported value
$293.1M
$293.1M
150 檔
30.1%
The Q3 2024 SEC filing reveals that Zullo Investment Group, Inc. held a total portfolio value of $293.1M, covering 150 public equity positions.
Zullo Investment Group, Inc. executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 5 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.68% | +0.22% | +0.62% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.03% | +0.13% | +5.67% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.18% | -0.55% | +1.36% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | +0.03% | +0.71% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.23% | -0.41% | +0.31% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.11% | +0.82% | +0.83% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 1.99% | -0.09% | +0.38% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.08% | -0.48% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.43% | — | — | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | -0.06% | +0.95% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.17% | +0.69% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.39% | +0.66% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.24% | -0.06% | +1.32% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.13% | -1.36% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | +0.07% | +1.33% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.16% | -0.02% | +0.19% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | +0.02% | -0.70% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.12% | -0.42% | -0.82% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.11% | -0.26% | +1.18% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.17% | +0.28% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.07% | +0.04% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.21% | -0.28% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.99% | -0.01% | -0.37% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.99% | -0.17% | +0.27% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.97% | -0.08% | +1.44% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.01% | -2.06% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | — | |
| 28 | XLB | Ss Materials Select Sector | ETF-Other | 0.84% | -0.11% | +1.66% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.20% | +3.75% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.11% | +1.16% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.02% | +1.02% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.15% | +1.10% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.32% | -0.55% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.02% | -0.21% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.76% | -0.18% | +3.14% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.06% | -0.11% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.76% | +1.28% | +0.28% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.74% | -0.09% | +1.14% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.48% | EXIT | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.13% | -0.44% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | -0.11% | +0.54% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.01% | +0.06% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.12% | +0.89% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.14% | +1.19% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.05% | -1.18% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.08% | -1.41% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | — | +0.91% | |
| 48 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.51% | -0.05% | -0.77% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.08% | +890.20% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | -0.08% | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +0.62% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.2% | +0.31% | Add |
| 3 | TSLA | Tesla Inc | +0.2% | -0.70% | Trim |
| 4 | WMT | Walmart Inc | +0.2% | +0.66% | Add |
| 5 | HD | Home Depot Inc | +0.2% | +0.95% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.1% | -2.06% | Trim |
| 7 | MCD | Mcdonald's CORP | +0.1% | +3.75% | Add |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +0.27% | Add |
| 9 | XLF | Ss Financial Select Sector | +0.1% | +0.38% | Add |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 11 | NSC | Norfolk Southern CORP | +0.1% | NEW | New buy |
| 12 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 13 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.04% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +1.10% | Add |
| 16 | LOW | Lowe's Cos Inc | +0.1% | +0.64% | Add |
| 17 | XLI | Ss Industrial Select Sector | +0.1% | +0.19% | Add |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -1.13% | Trim |
| 19 | PTY | Pimco Corporate & Income Opp | +0.1% | +94.71% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +1.33% | Add |
| 21 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.44% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -1.36% | Trim |
| 23 | XLB | Ss Materials Select Sector | 0% | +1.66% | Add |
| 24 | XLRE | Ss Real Estate Select Sector | 0% | -0.77% | Trim |
| 25 | KO | Coca-cola Co/the | 0% | +0.06% | Add |
| 26 | MMM | 3m Co | 0% | -6.21% | Trim |
| 27 | PPL | Ppl CORP | 0% | +0.34% | Add |
| 28 | AXP | American Express Co | 0% | +0.62% | Add |
| 29 | NEE | Nextera Energy Inc | 0% | -1.72% | Trim |
| 30 | SHOP | Shopify Inc - Class A | 0% | +0.48% | Add |
| 31 | VZ | Verizon Communications Inc | 0% | -0.28% | Trim |
| 32 | XLP | Ss Consumer Staples Sel Sect | 0% | +1.14% | Add |
| 33 | ABBV | Abbvie Inc | 0% | -0.16% | Trim |
| 34 | RTX | Rtx CORP | 0% | +0.25% | Add |
| 35 | CAT | Caterpillar Inc | 0% | +0.68% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +0.91% | Add |
| 37 | TGT | Target CORP | 0% | +5.71% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | +1.12% | Add |
| 39 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 40 | ADP | Automatic Data Processing | 0% | +2.95% | Add |
| 41 | PM | Philip Morris International | 0% | — | Unchanged |
| 42 | MA | Mastercard Inc - A | 0% | +5.94% | Add |
| 43 | ITW | Illinois Tool Works | 0% | -0.87% | Trim |
| 44 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 45 | ORCL | Oracle CORP | 0% | -2.16% | Trim |
| 46 | AFL | Aflac Inc | 0% | -4.84% | Trim |
| 47 | SO | Southern Co/the | 0% | +3.52% | Add |
| 48 | CB | Chubb Limited | 0% | +4.83% | Add |
| 49 | XLV | Ss Health Care Select Sector | 0% | +1.32% | Add |
| 50 | XLC | Ss Comm Select Sector Spdr | 0% | +1.18% | Add |
According to official SEC Form 13F filings, Zullo Investment Group, Inc. reported a total U.S. public equity portfolio value of $293.1M across 150 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 30.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
NSC
市值: $228.3K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $345.3K
During Q3 2024, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (16.7%)、NVDA (7.0%)、MSFT (6.2%). The largest single position, AAPL, represented 16.7% of total portfolio value.
In Q3 2024, Zullo Investment Group, Inc. made 135 total portfolio adjustments, initiating 4 new buys, adding to 61 positions, trimming 65 holdings, and fully liquidating 5 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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