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CIK: 0001909760
Total reported value
$293.1M
$293.1M
154 檔
35.2%
According to the latest 13F quarterly dataset, Zullo Investment Group, Inc. managed an equity portfolio of $293.1M at the end of Q4 2025, spanning 154 distinct U.S. exchange-listed positions.
In Q4 2025, Zullo Investment Group, Inc. adopted a defensive or profit-taking posture, trimming 91 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.04% | +0.22% | -0.33% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.91% | +0.13% | -0.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.84% | -0.55% | -1.00% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | +0.03% | -0.78% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.44% | +0.82% | +97.18% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.15% | -0.41% | -2.26% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | -0.08% | -0.91% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.14% | +0.17% | -1.45% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.11% | -0.09% | +0.32% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | +0.02% | -0.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.06% | -0.37% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.27% | -0.26% | +0.97% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.19% | -0.02% | -0.57% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.17% | -0.39% | -0.84% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.13% | -0.06% | +1.48% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | +0.07% | +0.17% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.02% | -0.08% | +98.90% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.13% | -3.19% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.00% | -0.42% | +96.45% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.06% | +0.46% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.95% | -0.32% | +911.05% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.02% | -0.38% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.94% | -0.17% | +101.37% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.08% | +2.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.04% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.07% | +0.49% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | +1.28% | -5.21% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | — | -3.26% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.17% | -0.64% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.02% | -6.42% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.75% | +0.50% | +0.09% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.20% | +1.10% | |
| 33 | XLB | Ss Materials Select Sector | ETF-Other | 0.73% | -0.11% | +104.72% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.71% | -0.11% | -0.26% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.08% | -1.61% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | +0.13% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.12% | +0.94% | |
| 38 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.66% | -0.10% | -12.69% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.21% | -7.33% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.65% | -0.09% | +1.54% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.11% | +1.30% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.61% | -0.18% | -1.07% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.11% | -1.82% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | -0.01% | -4.17% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.51% | -0.01% | -0.27% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.49% | -0.05% | -0.50% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | +0.01% | -1.80% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.14% | -5.00% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.02% | -1.56% | |
| 50 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.45% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -0.33% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -1.45% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.37% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.2% | +0.94% | Add |
| 5 | AMD | Advanced Micro Devices | +0.2% | -5.21% | Trim |
| 6 | XLV | Ss Health Care Select Sector | +0.1% | +1.48% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | -0.78% | Trim |
| 8 | FDX | Fedex CORP | +0.1% | -1.07% | Trim |
| 9 | MU | Micron Technology Inc | +0.1% | +1.61% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -1.07% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | -0.84% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -3.19% | Trim |
| 13 | UPS | United Parcel Service-cl B | +0.1% | -4.17% | Trim |
| 14 | MS | Morgan Stanley | +0.1% | -1.61% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | +2.10% | Add |
| 16 | FCX | Freeport-mcmoran Inc | +0.1% | -1.77% | Trim |
| 17 | GS | Goldman Sachs Group Inc | 0% | -3.26% | Trim |
| 18 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 19 | CAT | Caterpillar Inc | 0% | -7.01% | Trim |
| 20 | LRCX | Lam Research CORP | 0% | -0.32% | Trim |
| 21 | CRM | Salesforce Inc | 0% | +2.71% | Add |
| 22 | SHOP | Shopify Inc - Class A | 0% | -0.50% | Trim |
| 23 | SCHW | Schwab (charles) CORP | 0% | -0.26% | Trim |
| 24 | CSCO | Cisco Systems Inc | 0% | -5.00% | Trim |
| 25 | CMI | Cummins Inc | 0% | +0.12% | Add |
| 26 | PRU | Prudential Financial Inc | 0% | -1.07% | Trim |
| 27 | XLB | Ss Materials Select Sector | 0% | +104.72% | Add |
| 28 | XOM | Exxon Mobil CORP | 0% | +1.45% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 30 | RTX | Rtx CORP | 0% | -2.27% | Trim |
| 31 | C | Citigroup Inc | 0% | -4.75% | Trim |
| 32 | ADI | Analog Devices Inc | 0% | -4.24% | Trim |
| 33 | XLF | Ss Financial Select Sector | 0% | +0.32% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | -0.38% | Trim |
| 35 | IBM | Intl Business Machines CORP | 0% | -1.80% | Trim |
| 36 | WFC | Wells Fargo & Co | 0% | -4.10% | Trim |
| 37 | BAC | Bank Of America CORP | 0% | -2.39% | Trim |
| 38 | MCD | Mcdonald's CORP | 0% | +1.10% | Add |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | -2.95% | Trim |
| 40 | NUE | Nucor CORP | 0% | -8.32% | Trim |
| 41 | SMH | Vaneck Semiconductor ETF | 0% | -0.74% | Trim |
| 42 | CB | Chubb Limited | 0% | -1.21% | Trim |
| 43 | ITA | Ishares U.s. Aerospace & Def | 0% | +9.15% | Add |
| 44 | INTC | Intel CORP | 0% | — | Unchanged |
| 45 | PNC | Pnc Financial Services Group | 0% | +0.89% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.32% | Trim |
| 47 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 48 | JPM | Jpmorgan Chase & Co | — | -0.91% | Trim |
| 49 | PANW | Palo Alto Networks Inc | — | +5.07% | Add |
| 50 | AMGN | Amgen Inc | — | -9.26% | Trim |
According to official SEC Form 13F filings, Zullo Investment Group, Inc. reported a total U.S. public equity portfolio value of $293.1M across 154 disclosed positions in Q4 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 35.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VEA
市值: $214.4K
Top Position Liquidated / Trimmed
SMR
前期市值: $228.6K
During Q4 2025, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (16.0%)、NVDA (8.9%)、MSFT (5.8%). The largest single position, AAPL, represented 16.0% of total portfolio value.
In Q4 2025, Zullo Investment Group, Inc. made 139 total portfolio adjustments, initiating 6 new buys, adding to 38 positions, trimming 91 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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