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CIK: 0001909760
Total reported value
$293.1M
$293.1M
158 檔
31.8%
As reported in its official Q1 2026 Form 13F filing, Zullo Investment Group, Inc.'s tracked investment portfolio stood at $293.1M with 158 total positions.
In Q1 2026, Zullo Investment Group, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.37% | +0.22% | -1.08% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.26% | +0.13% | -4.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.00% | -0.55% | +7.80% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.43% | +0.82% | +4.15% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | +0.03% | -0.08% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.81% | -0.41% | -0.62% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | -0.08% | +0.96% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.01% | -0.09% | +1.55% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | +0.17% | -3.42% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 1.58% | -0.42% | +11.28% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.43% | +0.02% | -6.73% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.39% | +0.07% | +10.77% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.06% | +7.38% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.39% | +0.53% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.34% | -0.02% | +3.94% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.29% | -0.26% | +4.07% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.13% | +2.32% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.17% | -0.06% | +5.04% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.09% | -0.17% | +3.59% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.01% | -0.08% | +5.11% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.99% | -0.32% | -1.49% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.06% | +0.76% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.04% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.17% | +8.85% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.07% | +0.38% | |
| 26 | XLB | Ss Materials Select Sector | ETF-Other | 0.86% | -0.11% | +3.69% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | — | +0.77% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.02% | -0.29% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.83% | +1.28% | -1.05% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.08% | -4.86% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.21% | -2.59% | |
| 32 | FDX | Fedex CORP | Stock-Industrials | 0.80% | -0.18% | +2.32% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.20% | +3.67% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.09% | +5.29% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.02% | +0.80% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.11% | +0.51% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.67% | -0.11% | -2.70% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.67% | +0.08% | +1.38% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | +0.50% | -0.21% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.13% | -3.48% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.12% | +2.39% | |
| 42 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.59% | -0.10% | -7.90% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | -0.01% | +0.51% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.18% | +0.10% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.05% | +0.75% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.16% | +10.19% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.14% | -1.25% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.49% | -0.01% | +1.43% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.48% | EXIT | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.02% | -0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.6% | +11.28% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +10.77% | Add |
| 3 | JNJ | Johnson & Johnson | +0.3% | +2.32% | Add |
| 4 | FDX | Fedex CORP | +0.2% | +2.32% | Add |
| 5 | WMT | Walmart Inc | +0.2% | +0.53% | Add |
| 6 | CVX | Chevron CORP | +0.2% | +10.19% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +5.33% | Add |
| 8 | VZ | Verizon Communications Inc | +0.2% | -2.59% | Trim |
| 9 | STX | Seagate Technology Holdings plc | +0.2% | — | Unchanged |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +3.59% | Add |
| 11 | XLI | Ss Industrial Select Sector | +0.2% | +3.94% | Add |
| 12 | XLB | Ss Materials Select Sector | +0.1% | +3.69% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.51% | Add |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +6.67% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +0.10% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +8.85% | Add |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +5.29% | Add |
| 18 | TGT | Target CORP | +0.1% | +10.99% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +0.75% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | +6.06% | Add |
| 21 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 22 | MCD | Mcdonald's CORP | +0.1% | +3.67% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | +0.83% | Add |
| 24 | XLRE | Ss Real Estate Select Sector | +0.1% | +8.47% | Add |
| 25 | PSX | Phillips 66 | +0.1% | +1.04% | Add |
| 26 | VLO | Valero Energy CORP | +0.1% | +3.27% | Add |
| 27 | ADI | Analog Devices Inc | +0.1% | -0.76% | Trim |
| 28 | NEE | Nextera Energy Inc | +0.1% | -2.15% | Trim |
| 29 | FCX | Freeport-mcmoran Inc | +0.1% | -2.51% | Trim |
| 30 | LHX | L3harris Technologies Inc | 0% | — | Unchanged |
| 31 | PEP | Pepsico Inc | 0% | -0.92% | Trim |
| 32 | NFLX | Netflix Inc | 0% | -1.49% | Trim |
| 33 | XLV | Ss Health Care Select Sector | 0% | +5.04% | Add |
| 34 | ARM | Arm Holdings Plc-adr | 0% | +0.15% | Add |
| 35 | ITA | Ishares U.s. Aerospace & Def | 0% | +30.19% | Add |
| 36 | PPL | Ppl CORP | 0% | -0.50% | Trim |
| 37 | KO | Coca-cola Co/the | 0% | +2.17% | Add |
| 38 | MO | Altria Group Inc | 0% | +0.38% | Add |
| 39 | RTX | Rtx CORP | 0% | +1.89% | Add |
| 40 | HON | Honeywell International Inc | 0% | -1.46% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +13.48% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +7.38% | Add |
| 43 | APD | Air Products & Chemicals Inc | 0% | -0.26% | Trim |
| 44 | XLC | Ss Comm Select Sector Spdr | 0% | +4.07% | Add |
| 45 | HDV | Ishares Core High Dividend E | 0% | — | Unchanged |
| 46 | INTC | Intel CORP | 0% | -0.09% | Trim |
| 47 | CMI | Cummins Inc | 0% | +3.89% | Add |
| 48 | ITW | Illinois Tool Works | 0% | -0.65% | Trim |
| 49 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.47% | Add |
| 50 | AMGN | Amgen Inc | 0% | +0.41% | 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 158 disclosed positions in Q1 2026.
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 31.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLSR
市值: $798.9K
Top Position Liquidated / Trimmed
RGTI
前期市值: $274.1K
During Q1 2026, Zullo Investment Group, Inc.'s top holdings by market value included AAPL (15.4%)、NVDA (8.3%)、MSFT (5.0%). The largest single position, AAPL, represented 15.4% of total portfolio value.
In Q1 2026, Zullo Investment Group, Inc. made 149 total portfolio adjustments, initiating 12 new buys, adding to 78 positions, trimming 51 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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