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CIK: 0001909760
Total reported value
$293.1M
$293.1M
152 檔
34.9%
In Q3 2025, Zullo Investment Group, Inc.'s U.S. equity holdings reached a combined market value of $293.1M, distributed across 152 disclosed stock positions.
Zullo Investment Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 15 new positions while fully exiting 9 holdings and trimming 66 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.24% | +0.22% | -0.16% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.09% | +0.13% | -3.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.38% | -0.55% | -0.05% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.62% | -0.41% | -0.72% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.45% | +0.82% | +0.52% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | +0.03% | +0.06% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | -0.08% | +0.03% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.09% | -0.09% | +0.93% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.79% | +0.02% | +0.54% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.17% | +0.22% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.28% | -0.26% | +1.58% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.21% | -0.32% | +0.70% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.21% | -0.02% | +1.82% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.06% | -0.06% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.39% | — | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.09% | +0.07% | +11.00% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.06% | +1.50% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.04% | -0.08% | +1.99% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.03% | -0.42% | +3.44% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.01% | -0.06% | +1.52% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.96% | -0.17% | +4.09% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.13% | -1.08% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.02% | +0.31% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.04% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.07% | +0.47% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.08% | +0.98% | |
| 27 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.86% | -0.10% | +3.02% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.17% | +0.23% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.80% | — | +0.19% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.02% | -0.31% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.79% | +0.50% | -0.60% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.21% | +0.71% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.20% | +1.21% | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.71% | -0.11% | +2.93% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.68% | -0.11% | -1.50% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | +1.28% | +1.30% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | +0.13% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.11% | +0.16% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.66% | -0.09% | +4.05% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.63% | +0.08% | -0.40% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.11% | +1.79% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.08% | +0.22% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.51% | -0.18% | -2.20% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.51% | -0.01% | +0.57% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.50% | -0.01% | -3.92% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | +2.17% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | +0.01% | +0.50% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.12% | +2.97% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.46% | -0.05% | +1.12% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.15% | -10.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | -3.21% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | -0.05% | Trim |
| 3 | TSLA | Tesla Inc | +0.6% | +0.54% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.6% | +0.52% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +0.22% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | -0.72% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +0.98% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.50% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.79% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +0.03% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | +1.30% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +0.19% | Add |
| 13 | STX | Seagate Technology Holdings plc | +0.2% | — | Unchanged |
| 14 | NFLX | Netflix Inc | +0.1% | +0.70% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.60% | Trim |
| 16 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1.58% | Add |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | — | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -0.13% | Add |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.99% | Add |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +1.12% | Trim |
| 21 | MS | Morgan Stanley | +0.1% | -0.40% | Trim |
| 22 | CAT | Caterpillar Inc | +0.1% | +0.67% | Add |
| 23 | XLI | Ss Industrial Select Sector | +0.1% | +1.82% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | — | Trim |
| 25 | BA | Boeing Co/the | +0.1% | +0.57% | Add |
| 26 | C | Citigroup Inc | +0.1% | +1.11% | Add |
| 27 | UBER | Uber Technologies Inc | 0% | +0.22% | Trim |
| 28 | LHX | L3harris Technologies Inc | 0% | +0.06% | Unchanged |
| 29 | SPOT | Spotify Technology S.A. | 0% | — | Add |
| 30 | COF | Capital One Financial CORP | 0% | +0.18% | Add |
| 31 | PSX | Phillips 66 | 0% | +37.95% | Add |
| 32 | CMI | Cummins Inc | 0% | — | Add |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 34 | PTY | Pimco Corporate & Income Opp | 0% | +3.02% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +2.17% | Add |
| 36 | BAC | Bank Of America CORP | 0% | +0.92% | Add |
| 37 | RTX | Rtx CORP | 0% | +1.20% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.17% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.83% | Add |
| 40 | VUG | Vanguard Growth ETF | 0% | — | Add |
| 41 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Add |
| 42 | IXN | Ishares Global Tech ETF | 0% | — | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | -0.31% | Trim |
| 44 | SCHW | Schwab (charles) CORP | 0% | -1.50% | Trim |
| 45 | LMT | Lockheed Martin CORP | 0% | +5.18% | Add |
| 46 | GD | General Dynamics CORP | 0% | -2.42% | Trim |
| 47 | MPC | Marathon Petroleum CORP | 0% | — | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 49 | WFC | Wells Fargo & Co | 0% | +1.96% | Add |
| 50 | ARM | Arm Holdings Plc-adr | 0% | +2.66% | 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 Q3 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 34.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
RGTI
市值: $457.8K
Top Position Liquidated / Trimmed
BRK-A
前期市值: $4.0M
During Q3 2025, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (15.2%)、NVDA (9.1%)、MSFT (6.4%). The largest single position, AAPL, represented 15.2% of total portfolio value.
In Q3 2025, Zullo Investment Group, Inc. made 151 total portfolio adjustments, initiating 15 new buys, adding to 61 positions, trimming 66 holdings, and fully liquidating 9 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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