The Analysis of Zullo Investment Group, Inc.'s Holdings
Currently, Zullo Investment Group, Inc. holds 154 types of securities in its portfolio with a total value $273.4M. In the most recent quarter, they have increased their positions in XLK (+32.2K shares, valued at $4.6M), NFLX (+24.9K shares, valued at $2.3M), XLY (+11.6K shares, valued at $1.4M); decreased their positions in PTY (-20.4K shares, valued at $262.5K), NVDA (-1.3K shares, valued at $238.9K), META (-301 shares, valued at $198.7K); initiated new positions in VEA (+3.4K shares, valued at $214.4K), JCI (+1.8K shares, valued at $212.0K), SLV (+3.3K shares, valued at $210.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC161.3K shares-0.33%2025-12-312026-01-26
NVDA NVIDIA CORPORATION130.5K shares-0.97%2025-12-312026-01-26 MSFT MICROSOFT CORP33.0K shares-1.00%2025-12-312026-01-26 AMZN AMAZON COM INC41.9K shares-0.78%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR65.4K shares97.18%2025-12-312026-01-26 META META PLATFORMS INC13.0K shares-2.26%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.20.5K shares-0.91%2025-12-312026-01-26 ALPHABET INC ALPHABET INC18.7K shares-1.45%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR105.5K shares0.32%2025-12-312026-01-26 TSLA TESLA INC10.8K shares-0.60%2025-12-312026-01-26 ALPHABET INC ALPHABET INC11.7K shares-0.37%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR29.6K shares0.97%2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR21.0K shares-0.57%2025-12-312026-01-26 WMT WALMART INC28.7K shares-0.84%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR20.0K shares1.48%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR108.0K shares0.17%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR23.3K shares98.90%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON13.2K shares-3.19%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR61.0K shares96.45%2025-12-312026-01-26 HD HOME DEPOT INC7.9K shares0.46%2025-12-312026-01-26 NFLX NETFLIX INC27.6K shares911.05%2025-12-312026-01-26 V VISA INC7.3K shares-0.38%2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR60.2K shares101.37%2025-12-312026-01-26 BROADCOM INC BROADCOM INC7.3K shares2.10%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC10.8K shares-5.21%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC2.6K shares-3.26%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO15.0K shares-0.64%2025-12-312026-01-26 IVV ISHARES TR3.0K shares-6.42%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC4.3K shares0.09%2025-12-312026-01-26 MCD MCDONALDS CORP6.5K shares1.10%2025-12-312026-01-26 XLB SELECT SECTOR SPDR TR43.8K shares104.72%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP19.3K shares-0.26%2025-12-312026-01-26 MS MORGAN STANLEY10.6K shares-1.61%2025-12-312026-01-26 VGT VANGUARD WORLD FD2.5K shares0.00%2025-12-312026-01-26 LLY ELI LILLY & CO1.7K shares0.94%2025-12-312026-01-26 PTY PIMCO CORPORATE & INCOME OPP140.0K shares-12.69%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC43.8K shares-7.33%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR23.0K shares1.54%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW2.0K shares1.30%2025-12-312026-01-26 FDX FEDEX CORP5.8K shares-1.07%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC8.8K shares-1.82%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC15.5K shares-4.17%2025-12-312026-01-26 BA BOEING CO6.4K shares-0.27%2025-12-312026-01-26 SHOP SHOPIFY INC8.3K shares-0.50%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS4.5K shares-1.80%2025-12-312026-01-26 CSCO CISCO SYS INC17.1K shares-5.00%2025-12-312026-01-26 ABBV ABBVIE INC5.6K shares-1.56%2025-12-312026-01-26 QQEW FIRST TR EXCHANGE-TRADED FD8.7K shares0.00%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC14.8K shares-7.75%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC3.5K shares-0.56%2025-12-312026-01-26 QCOM QUALCOMM INC6.8K shares-5.01%2025-12-312026-01-26 CAT CATERPILLAR INC2.0K shares-7.01%2025-12-312026-01-26 LOW LOWES COS INC4.4K shares-2.80%2025-12-312026-01-26 XLRE SELECT SECTOR SPDR TR25.9K shares0.12%2025-12-312026-01-26 PEP PEPSICO INC7.1K shares-2.28%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC8.7K shares-1.08%2025-12-312026-01-26 CVX CHEVRON CORP NEW5.8K shares-1.44%2025-12-312026-01-26 BAC BANK AMERICA CORP15.9K shares-2.39%2025-12-312026-01-26 RTX RTX CORPORATION4.6K shares-2.27%2025-12-312026-01-26 XOM EXXON MOBIL CORP7.0K shares1.45%2025-12-312026-01-26 PPL PPL CORP23.9K shares-2.00%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.7K shares-8.02%2025-12-312026-01-26 CRM SALESFORCE INC3.0K shares2.71%2025-12-312026-01-26 NEE NEXTERA ENERGY INC9.5K shares-6.01%2025-12-312026-01-26 ADI ANALOG DEVICES INC2.8K shares-4.24%2025-12-312026-01-26 FCX FREEPORT-MCMORAN INC14.8K shares-1.77%2025-12-312026-01-26 SPOT SPOTIFY TECHNOLOGY S A1.2K shares-0.08%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC2.8K shares-2.53%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC2.4K shares1.61%2025-12-312026-01-26 NOW SERVICENOW INC4.3K shares370.43%2025-12-312026-01-26 ITOT ISHARES TR4.3K shares-0.32%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO1.7K shares-8.61%2025-12-312026-01-26 MA MASTERCARD INCORPORATED1.1K shares2.11%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC4.0K shares0.00%2025-12-312026-01-26 DIS DISNEY WALT CO5.5K shares-1.65%2025-12-312026-01-26 KO COCA COLA CO8.9K shares-6.93%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR890 shares-9.64%2025-12-312026-01-26 IJH ISHARES TR8.8K shares0.01%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP2.4K shares-13.10%2025-12-312026-01-26 MMM 3M CO3.6K shares-3.67%2025-12-312026-01-26 WFC WELLS FARGO CO NEW6.1K shares-4.10%2025-12-312026-01-26 WM WASTE MGMT INC DEL2.4K shares0.04%2025-12-312026-01-26 VTI VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-26 VUG VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-26 ABT ABBOTT LABS3.9K shares0.67%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN1.9K shares2.28%2025-12-312026-01-26 TGT TARGET CORP4.8K shares-23.52%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC1.6K shares-7.29%2025-12-312026-01-26 ORCL ORACLE CORP2.4K shares0.34%2025-12-312026-01-26 HDV ISHARES TR3.8K shares0.00%2025-12-312026-01-26 IWM ISHARES TR1.7K shares0.00%2025-12-312026-01-26 CMI CUMMINS INC822 shares0.12%2025-12-312026-01-26 HON HONEYWELL INTL INC2.1K shares-4.72%2025-12-312026-01-26 MO ALTRIA GROUP INC7.1K shares-4.05%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD5.8K shares-0.48%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC2.2K shares5.07%2025-12-312026-01-26 AMGN AMGEN INC1.2K shares-9.26%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC1.8K shares0.89%2025-12-312026-01-26 NUE NUCOR CORP2.1K shares-8.32%2025-12-312026-01-26 IVW ISHARES TR2.8K shares-10.64%2025-12-312026-01-26 ALL ALLSTATE CORP1.6K shares-0.90%2025-12-312026-01-26 SMH VANECK ETF TRUST943 shares-0.74%2025-12-312026-01-26 CB CHUBB LIMITED1.1K shares-1.21%2025-12-312026-01-26 ADBE ADOBE INC916 shares2.46%2025-12-312026-01-26 SBUX STARBUCKS CORP3.7K shares-1.41%2025-12-312026-01-26 MPC MARATHON PETE CORP1.9K shares-5.18%2025-12-312026-01-26 AFL AFLAC INC2.8K shares-1.29%2025-12-312026-01-26 MCHP MICROCHIP TECHNOLOGY INC.4.9K shares-2.78%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC659 shares-2.95%2025-12-312026-01-26 PSX PHILLIPS 662.3K shares-6.48%2025-12-312026-01-26 IXN ISHARES TR2.8K shares0.07%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC1.1K shares-3.38%2025-12-312026-01-26 ADSK AUTODESK INC941 shares-9.17%2025-12-312026-01-26 IEFA ISHARES TR3.1K shares-0.55%2025-12-312026-01-26 RGTI RIGETTI COMPUTING INC12.4K shares-19.47%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2025-12-312026-01-26 SO SOUTHERN CO3.1K shares-1.25%2025-12-312026-01-26 NRG NRG ENERGY INC1.7K shares0.00%2025-12-312026-01-26 FDBC FIDELITY D & D BANCORP INC5.9K shares0.00%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR10.6K shares-4.52%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP886 shares0.34%2025-12-312026-01-26 SOFI SOFI TECHNOLOGIES INC9.7K shares7.93%2025-12-312026-01-26 QLD PROSHARES TR3.6K shares100.00%2025-12-312026-01-26 CMCSA COMCAST CORP NEW8.3K shares-6.01%2025-12-312026-01-26 INTC INTEL CORP6.7K shares0.00%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP2.4K shares-11.97%2025-12-312026-01-26 AGG ISHARES TR2.5K shares0.00%2025-12-312026-01-26 PRIV SSGA ACTIVE TR9.4K shares0.00%2025-12-312026-01-26 IJR ISHARES TR1.9K shares-1.17%2025-12-312026-01-26 ITA ISHARES TR1.1K shares9.15%2025-12-312026-01-26 PCY INVESCO EXCH TRADED FD TR II10.2K shares0.00%2025-12-312026-01-26 VLO VALERO ENERGY CORP1.3K shares-4.94%2025-12-312026-01-26 ARM ARM HOLDINGS PLC2.0K shares-8.48%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2025-12-312026-01-26 JCI JOHNSON CTLS INTL PLC1.8K sharesnew addition2025-12-312026-01-26 SLV ISHARES SILVER TR3.3K sharesnew addition2025-12-312026-01-26 CLX CLOROX CO DEL2.1K shares-24.44%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO2.6K shares-0.38%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC355 sharesnew addition2025-12-312026-01-26 IYW ISHARES TR1.0K sharesnew addition2025-12-312026-01-26 NWBI NORTHWEST BANCSHARES INC MD16.1K shares-0.62%2025-12-312026-01-26 VGM INVESCO TR INVT GRADE MUNS13.5K shares0.00%2025-12-312026-01-26 GRAB GRAB HOLDINGS LIMITED11.4K sharesnew addition2025-12-312026-01-26 PHK PIMCO HIGH INCOME FD10.1K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available