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CIK: 0001909760
Total reported value
$293.1M
$293.1M
148 檔
32.1%
During the Q4 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 148 reported positions.
In Q4 2024, Zullo Investment Group, Inc. adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 17.33% | +0.22% | -0.62% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.57% | +0.13% | +0.18% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.88% | -0.55% | -0.12% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.03% | +0.03% | -0.33% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.20% | -0.41% | -0.52% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.08% | +0.82% | -1.30% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.04% | -0.09% | -1.12% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.08% | +0.54% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.67% | +0.02% | -1.31% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.17% | +0.33% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | -0.39% | +0.04% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.37% | — | — | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.06% | +1.47% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.11% | -0.26% | -4.06% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.08% | -0.02% | -1.30% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.07% | -0.06% | -0.58% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.05% | -0.42% | -0.48% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.17% | -0.10% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.02% | -0.08% | -3.73% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.01% | +0.07% | +176.85% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.07% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.13% | -4.45% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.96% | -0.32% | -1.26% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.02% | +0.54% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | -0.01% | -0.39% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.89% | -0.17% | -1.46% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.87% | -0.21% | -1.18% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | +0.12% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.11% | -0.04% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.06% | -0.33% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.02% | -0.79% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 0.75% | -0.18% | -0.71% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.20% | -4.43% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 0.70% | -0.11% | -1.42% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.15% | -1.15% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.67% | -0.09% | -0.76% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.08% | +0.04% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.48% | EXIT | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.13% | -0.41% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.61% | -0.11% | -1.50% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | — | +1.14% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.59% | +0.50% | +0.87% | |
| 44 | MS | Morgan Stanley | Stock-Financials | 0.56% | +0.08% | -4.01% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | +1.28% | +0.70% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.14% | +0.33% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.12% | +2.51% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.01% | +1.04% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | +0.08% | -0.66% | |
| 50 | PRU | Prudential Financial Inc | Stock-Financials | 0.46% | -0.04% | -0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -0.62% | Trim |
| 2 | NVDA | Nvidia CORP | +0.5% | +0.18% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | -1.31% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | -0.33% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +0.54% | Add |
| 6 | PTY | Pimco Corporate & Income Opp | +0.2% | +141.36% | Add |
| 7 | NFLX | Netflix Inc | +0.2% | -1.26% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.33% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +0.04% | Add |
| 10 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +9.40% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +0.04% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | +0.54% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.87% | Add |
| 16 | SHOP | Shopify Inc - Class A | +0.1% | +0.62% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.33% | Trim |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +1.14% | Add |
| 19 | PENN | PENN Entertainment, Inc. | +0.1% | NEW | New buy |
| 20 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 21 | NOW | Servicenow Inc | +0.1% | +7.93% | Add |
| 22 | MS | Morgan Stanley | +0.1% | -4.01% | Trim |
| 23 | XLF | Ss Financial Select Sector | +0.1% | -1.12% | Trim |
| 24 | XLY | Ss Consumer Disc Select Sect | +0.1% | -3.73% | Trim |
| 25 | SCHW | Schwab (charles) CORP | +0.1% | -1.50% | Trim |
| 26 | BA | Boeing Co/the | +0.1% | +2.38% | Add |
| 27 | CRM | Salesforce Inc | +0.1% | +1.83% | Add |
| 28 | RIG | Transocean Ltd. | +0.1% | NEW | New buy |
| 29 | SNAP | Snap Inc - A | +0.1% | NEW | New buy |
| 30 | AXP | American Express Co | 0% | +3.98% | Add |
| 31 | WFC | Wells Fargo & Co | 0% | +5.70% | Add |
| 32 | DIS | Walt Disney Co/the | 0% | -1.50% | Trim |
| 33 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 34 | CSCO | Cisco Systems Inc | 0% | -1.61% | Trim |
| 35 | VGT | Vanguard Info Tech ETF | 0% | -0.41% | Trim |
| 36 | BAC | Bank Of America CORP | 0% | -0.20% | Trim |
| 37 | COF | Capital One Financial CORP | 0% | -5.22% | Trim |
| 38 | COST | Costco Wholesale CORP | 0% | -0.04% | Trim |
| 39 | C | Citigroup Inc | 0% | +5.88% | Add |
| 40 | MA | Mastercard Inc - A | 0% | +1.27% | Add |
| 41 | HON | Honeywell International Inc | 0% | -1.82% | Trim |
| 42 | MO | Altria Group Inc | 0% | +6.53% | Add |
| 43 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 44 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 45 | ✓ | Biovie Inc | 0% | -8.00% | Trim |
| 46 | XLC | Ss Comm Select Sector Spdr | — | -4.06% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 48 | ADP | Automatic Data Processing | — | -1.35% | Trim |
| 49 | CMI | Cummins Inc | — | +0.25% | Add |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.65% | 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 148 disclosed positions in Q4 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 32.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $379.3K
Top Position Liquidated / Trimmed
TMO
前期市值: $247.0K
During Q4 2024, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (17.3%)、NVDA (7.6%)、MSFT (5.9%). The largest single position, AAPL, represented 17.3% of total portfolio value.
In Q4 2024, Zullo Investment Group, Inc. made 139 total portfolio adjustments, initiating 6 new buys, adding to 48 positions, trimming 77 holdings, and fully liquidating 8 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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