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CIK: 0001909760
Total reported value
$293.1M
$293.1M
152 檔
30.9%
According to the latest 13F quarterly dataset, Zullo Investment Group, Inc. managed an equity portfolio of $293.1M at the end of Q2 2025, spanning 152 distinct U.S. exchange-listed positions.
Zullo Investment Group, Inc. executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 5 holdings and trimming 68 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.49% | +0.22% | -4.40% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.73% | +0.13% | +0.89% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.73% | -0.55% | -3.22% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.02% | -0.41% | +2.59% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.75% | +0.03% | -5.52% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.39% | +0.82% | +1.14% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.44% | -0.08% | +0.31% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.21% | -0.09% | -0.10% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.47% | -0.32% | +0.63% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.40% | +0.02% | +3.32% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.36% | +0.17% | +1.41% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.27% | -0.26% | +1.46% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.24% | -0.02% | +2.34% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.06% | -9.85% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.39% | -17.99% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.06% | -0.06% | -0.51% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.02% | -0.30% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | +0.07% | +1.83% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.03% | -0.42% | -2.33% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.01% | -0.08% | +1.85% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.17% | +0.57% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.95% | -0.17% | +1.30% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.07% | -14.74% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.04% | — | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.90% | +0.50% | +0.46% | |
| 26 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.88% | -0.10% | +15.60% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.13% | -19.88% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.06% | +2.96% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.82% | -0.21% | -9.51% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.02% | -0.22% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.08% | +0.10% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | — | +1.32% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.11% | +0.73% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.20% | -1.41% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 0.74% | -0.11% | -0.25% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.73% | -0.11% | -1.21% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | -0.09% | +1.82% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.69% | -0.01% | -5.90% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.66% | +0.13% | +0.45% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.65% | +1.28% | +3.39% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.08% | -1.15% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.61% | -0.08% | -6.64% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.55% | -0.18% | -4.24% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.01% | -52.96% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.54% | -0.01% | +1.23% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.12% | +5.43% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.14% | -2.31% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.15% | +18.43% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | -0.11% | -3.18% | |
| 50 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.48% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +0.89% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | -3.22% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.8% | +2.59% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.5% | +1.14% | Add |
| 5 | NFLX | Netflix Inc | +0.4% | +0.63% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +0.10% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +0.31% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.46% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +3.32% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +3.39% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | -3.18% | Trim |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +1.32% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | -5.52% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +1.41% | Add |
| 16 | NRG | Nrg Energy Inc | +0.1% | NEW | New buy |
| 17 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | +2.34% | Add |
| 19 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1.46% | Add |
| 20 | SMR | Nuscale Power CORP | +0.1% | NEW | New buy |
| 21 | PRIV | Ss Ig Publ Priv Cred Etf-usd | +0.1% | NEW | New buy |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +0.45% | Add |
| 23 | SPOT | Spotify Technology S.A. | +0.1% | +1.69% | Add |
| 24 | QLD | Proshares Ultra Qqq | +0.1% | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.96% | Add |
| 26 | BA | Boeing Co/the | +0.1% | +1.23% | Add |
| 27 | PENN | PENN Entertainment, Inc. | +0.1% | NEW | New buy |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 29 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 30 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 31 | MS | Morgan Stanley | +0.1% | -1.15% | Trim |
| 32 | UBER | Uber Technologies Inc | +0.1% | -6.64% | Trim |
| 33 | NOW | Servicenow Inc | +0.1% | +0.11% | Add |
| 34 | ORCL | Oracle CORP | +0.1% | +1.29% | Add |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 36 | RGTI | Rigetti Computing Inc | +0.1% | NEW | New buy |
| 37 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.85% | Add |
| 38 | SCHW | Schwab (charles) CORP | +0.1% | -1.21% | Trim |
| 39 | COF | Capital One Financial CORP | +0.1% | +13.30% | Add |
| 40 | PTY | Pimco Corporate & Income Opp | 0% | +15.60% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 42 | CAT | Caterpillar Inc | 0% | +2.56% | Add |
| 43 | MCHP | Microchip Technology Inc | 0% | -0.84% | Trim |
| 44 | ARM | Arm Holdings Plc-adr | 0% | -2.41% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | -0.22% | Trim |
| 46 | QQEW | First Tr Nasdaq-100 Sel Eq | 0% | — | Unchanged |
| 47 | ADI | Analog Devices Inc | 0% | -2.01% | Trim |
| 48 | C | Citigroup Inc | 0% | +3.56% | Add |
| 49 | CSCO | Cisco Systems Inc | 0% | -2.31% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.26% | 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 152 disclosed positions in Q2 2025.
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 30.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
MU
市值: $284.2K
Top Position Liquidated / Trimmed
BRK-A
前期市值: $4.0M
During Q2 2025, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (13.5%)、NVDA (8.7%)、MSFT (6.7%). The largest single position, AAPL, represented 13.5% of total portfolio value.
In Q2 2025, Zullo Investment Group, Inc. made 146 total portfolio adjustments, initiating 11 new buys, adding to 62 positions, trimming 68 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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