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CIK: 0001909760
Total reported value
$293.1M
$293.1M
146 檔
27.7%
At the close of Q1 2025, Zullo Investment Group, Inc. disclosed equity holdings valued at approximately $293.1M, spread across 146 reported holdings.
Zullo Investment Group, Inc. executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 64 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 27.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
RSG
市值: $219.9K
Top Position Liquidated / Trimmed
NKE
前期市值: $330.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.15% | +0.22% | -1.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.27% | +0.13% | -3.35% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.54% | -0.55% | -0.32% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.64% | +0.03% | -1.83% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.23% | -0.41% | -3.20% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.89% | +0.82% | -0.47% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.23% | -0.09% | -0.20% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.17% | -0.08% | +0.67% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.71% | — | — | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.37% | -0.06% | +1.82% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.39% | -12.09% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.07% | +0.02% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.17% | -4.43% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.23% | -0.42% | +0.80% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.13% | +2.46% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.22% | -0.06% | +0.81% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.17% | -0.26% | +0.28% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | +0.02% | +2.68% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.14% | +0.07% | +3.69% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 1.14% | -0.02% | -0.04% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.02% | +1.28% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.17% | -2.04% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.32% | +1.31% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | +0.01% | +0.61% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.21% | -3.76% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.96% | -0.17% | -2.23% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.95% | -0.08% | +0.20% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.04% | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.20% | +2.11% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | -0.01% | +2.57% | |
| 31 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.83% | -0.10% | +134.14% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.02% | -1.28% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.11% | -15.60% | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.77% | -0.11% | +0.87% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.15% | +0.45% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.09% | +0.40% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.06% | +2.88% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.48% | EXIT | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.67% | -0.11% | -2.30% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | +0.50% | +1.00% | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.66% | -0.18% | -5.05% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | — | +3.30% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.01% | +1.57% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.57% | +0.13% | +0.04% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.12% | +3.37% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.08% | -0.44% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | -0.08% | +5.26% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.08% | -0.24% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.14% | -0.34% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.14% | +21.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PTY | Pimco Corporate & Income Opp | +0.5% | +134.14% | Add |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | Unchanged |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.02% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | +2.46% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.2% | -0.20% | Trim |
| 6 | IBM | Intl Business Machines CORP | +0.2% | +0.61% | Add |
| 7 | V | Visa Inc-class A Shares | +0.2% | +1.28% | Add |
| 8 | XLE | Ss Energy Select Sector | +0.2% | +0.80% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.67% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.2% | +0.81% | Add |
| 11 | UBER | Uber Technologies Inc | +0.1% | +5.26% | Add |
| 12 | VZ | Verizon Communications Inc | +0.1% | -3.76% | Trim |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.69% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +21.35% | Add |
| 15 | MCD | Mcdonald's CORP | +0.1% | +2.11% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +0.65% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | +1.31% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +1.57% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | -0.25% | Trim |
| 20 | RSG | Republic Services Inc | +0.1% | NEW | New buy |
| 21 | PCY | Invesco Emerging Markets Sov | +0.1% | NEW | New buy |
| 22 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 23 | CVX | Chevron CORP | +0.1% | +5.94% | Add |
| 24 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 25 | LLY | Eli Lilly & Co | +0.1% | +3.37% | Add |
| 26 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +0.40% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +0.45% | Add |
| 28 | SPOT | Spotify Technology S.A. | +0.1% | +2.16% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.00% | Add |
| 30 | XLB | Ss Materials Select Sector | +0.1% | +0.87% | Add |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -2.23% | Trim |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.79% | Add |
| 33 | PPL | Ppl CORP | +0.1% | -0.25% | Trim |
| 34 | BA | Boeing Co/the | +0.1% | +12.03% | Add |
| 35 | SCHW | Schwab (charles) CORP | +0.1% | -2.30% | Trim |
| 36 | XLI | Ss Industrial Select Sector | +0.1% | -0.04% | Trim |
| 37 | PG | Procter & Gamble Co/the | +0.1% | -2.04% | Trim |
| 38 | XLC | Ss Comm Select Sector Spdr | +0.1% | +0.28% | Add |
| 39 | ABT | Abbott Laboratories | +0.1% | +3.08% | Add |
| 40 | RTX | Rtx CORP | +0.1% | +0.40% | Add |
| 41 | WM | Waste Management Inc | +0.1% | +0.16% | Add |
| 42 | AMGN | Amgen Inc | 0% | -0.15% | Trim |
| 43 | VRTX | Vertex Pharmaceuticals Inc | 0% | +0.12% | Add |
| 44 | MO | Altria Group Inc | 0% | +2.40% | Add |
| 45 | MA | Mastercard Inc - A | 0% | +7.52% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | -3.20% | Trim |
| 47 | HD | Home Depot Inc | 0% | +1.82% | Add |
| 48 | ADP | Automatic Data Processing | 0% | -0.37% | Trim |
| 49 | XLRE | Ss Real Estate Select Sector | 0% | -2.01% | Trim |
| 50 | QCOM | Qualcomm Inc | 0% | +0.35% | 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 146 disclosed positions in Q1 2025.
During Q1 2025, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (16.1%)、NVDA (6.3%)、MSFT (5.5%). The largest single position, AAPL, represented 16.1% of total portfolio value.
In Q1 2025, Zullo Investment Group, Inc. made 137 total portfolio adjustments, initiating 3 new buys, adding to 65 positions, trimming 64 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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