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The Analysis of Zullo Investment Group, Inc.'s Holdings & P&L

Currently, Zullo Investment Group, Inc. holds 158 types of securities in its portfolio with a total value $263.5M. In the most recent quarter, they have increased their positions in MSFT (+2.6K shares, valued at $952.8K), XLSR (+13.8K shares, valued at $798.9K), XLE (+6.9K shares, valued at $421.3K); decreased their positions in NVDA (-5.7K shares, valued at $998.1K), AAPL (-1.7K shares, valued at $440.3K), TSLA (-730 shares, valued at $271.4K); initiated new positions in XLSR (+13.8K shares, valued at $798.9K), KMI (+6.7K shares, valued at $225.6K), AMAT (+644 shares, valued at $220.1K).

1M P&L

+14.4M+5.52%

3M P&L

+6.3M+2.35%

HY P&L

+12.4M+4.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A58.1M

24.0%

2Consumer Electronics40.5M

16.7%

3Semiconductors27.5M

11.3%

Top Industries by Stock Count

1N/A40 stocks

27.6%

2Semiconductors8 stocks

5.5%

3Software - Application7 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC159.6K shares-1.08%2026-03-312026-04-15

NVDA NVIDIA CORPORATION124.8K shares-4.38%2026-03-312026-04-15

MSFT MICROSOFT CORP35.6K shares7.80%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR68.1K shares4.15%2026-03-312026-04-15

AMZN AMAZON COM INC41.8K shares-0.08%2026-03-312026-04-15

META META PLATFORMS INC12.9K shares-0.62%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO20.7K shares0.96%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR107.1K shares1.55%2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC18.0K shares-3.42%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR67.9K shares11.28%2026-03-312026-04-15

TSLA TESLA INC10.1K shares-6.73%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR119.7K shares10.77%2026-03-312026-04-15

ALPHABET INC ALPHABET INC12.6K shares7.38%2026-03-312026-04-15

WMT WALMART INC28.9K shares0.53%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR21.8K shares3.94%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR30.8K shares4.07%2026-03-312026-04-15

Sponsored

JNJ JOHNSON & JOHNSON13.6K shares2.32%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR21.0K shares5.04%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR62.4K shares3.59%2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR24.5K shares5.11%2026-03-312026-04-15

NFLX NETFLIX INC.27.2K shares-1.49%2026-03-312026-04-15

HD HOME DEPOT INC7.9K shares0.76%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-04-15

PG PROCTER & GAMBLE CO16.3K shares8.85%2026-03-312026-04-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.7K shares0.38%2026-03-312026-04-15

XLB SELECT SECTOR SPDR TR45.4K shares3.69%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC2.6K shares0.77%2026-03-312026-04-15

V VISA INC7.3K shares-0.29%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC10.7K shares-1.05%2026-03-312026-04-15

BROADCOM INC BROADCOM INC6.9K shares-4.86%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC42.7K shares-2.59%2026-03-312026-04-15

FDX FEDEX CORP6.0K shares2.32%2026-03-312026-04-15

Sponsored

MCD MCDONALDS CORP6.7K shares3.67%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR24.2K shares5.29%2026-03-312026-04-15

IVV ISHARES TR3.0K shares0.80%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION2.0K shares0.51%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP18.8K shares-2.70%2026-03-312026-04-15

MS MORGAN STANLEY10.7K shares1.38%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC4.3K shares-0.21%2026-03-312026-04-15

VGT VANGUARD WORLD FD2.4K shares-3.48%2026-03-312026-04-15

Sponsored

LLY ELI LILLY & CO1.8K shares2.39%2026-03-312026-04-15

PTY PIMCO CORPORATE & INCOME OPP129.0K shares-7.90%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC15.6K shares0.51%2026-03-312026-04-15

CAT CATERPILLAR INC2.0K shares0.10%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC11.1K shares0.75%2026-03-312026-04-15

CVX CHEVRON CORPORATION6.4K shares10.19%2026-03-312026-04-15

CSCO CISCO SYS INC16.9K shares-1.25%2026-03-312026-04-15

BA BOEING CO6.5K shares1.43%2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP7.4K shares5.33%2026-03-312026-04-15

ABBV ABBVIE INC5.6K shares-0.95%2026-03-312026-04-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.0K shares0.00%2026-03-312026-04-15

XLRE SELECT SECTOR SPDR TR28.1K shares8.47%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC7.8K shares-11.96%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS4.7K shares3.38%2026-03-312026-04-15

PEP PEPSICO INC7.1K shares-0.92%2026-03-312026-04-15

QQEW FIRST TR EXCHANGE-TRADED FD8.7K shares0.00%2026-03-312026-04-15

Sponsored

LMT LOCKHEED MARTIN CORP1.8K shares6.67%2026-03-312026-04-15

LOW LOWES COS INC4.4K shares1.14%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC3.7K shares5.59%2026-03-312026-04-15

SHOP SHOPIFY INC8.4K shares1.22%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC13.6K shares-8.22%2026-03-312026-04-15

PPL PPL CORP23.8K shares-0.50%2026-03-312026-04-15

RTX RTX CORPORATION4.7K shares1.89%2026-03-312026-04-15

QCOM QUALCOMM INC6.9K shares2.50%2026-03-312026-04-15

Sponsored

ADI ANALOG DEVICES INC2.8K shares-0.76%2026-03-312026-04-15

NEE NEXTERA ENERGY INC9.3K shares-2.15%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC2.5K shares6.06%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC14.4K shares-2.51%2026-03-312026-04-15

PRU PRUDENTIAL FINL INC8.5K shares-2.29%2026-03-312026-04-15

XLSR SSGA ACTIVE TR13.8K sharesnew addition2026-03-312026-04-15

BAC BANK AMERICA CORP16.0K shares0.36%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC2.8K shares-0.65%2026-03-312026-04-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.2K shares11.47%2026-03-312026-04-15

KO COCA COLA CO9.1K shares2.17%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP3.2K shares0.83%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T1.0K shares13.48%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC4.0K shares0.00%2026-03-312026-04-15

TGT TARGET CORP5.4K shares10.99%2026-03-312026-04-15

ITOT ISHARES TR4.4K shares0.48%2026-03-312026-04-15

CRM SALESFORCE INC3.3K shares11.78%2026-03-312026-04-15

Sponsored

SPOT SPOTIFY TECHNOLOGY S A1.3K shares4.59%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC5.3K shares0.11%2026-03-312026-04-15

IJH ISHARES TR8.8K shares0.29%2026-03-312026-04-15

MA MASTERCARD INCORPORATED1.1K shares1.80%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares0.00%2026-03-312026-04-15

WM WASTE MGMT INC DEL2.4K shares-1.77%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC1.6K shares0.00%2026-03-312026-04-15

DIS DISNEY WALT CO5.6K shares2.40%2026-03-312026-04-15

Sponsored

NOW SERVICENOW INC5.0K shares16.43%2026-03-312026-04-15

MMM 3M CO3.6K shares0.39%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO1.7K shares-1.51%2026-03-312026-04-15

HDV ISHARES TR3.8K shares0.00%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-15

WFC WELLS FARGO & CO5.9K shares-2.32%2026-03-312026-04-15

HON HONEYWELL INTL INC2.1K shares-1.46%2026-03-312026-04-15

MO ALTRIA GROUP INC7.1K shares0.38%2026-03-312026-04-15

Sponsored

MPC MARATHON PETE CORP1.9K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-15

CMI CUMMINS INC854 shares3.89%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP2.4K shares1.01%2026-03-312026-04-15

AMGN AMGEN INC1.2K shares0.41%2026-03-312026-04-15

PSX PHILLIPS 662.3K shares1.04%2026-03-312026-04-15

IWM ISHARES TR1.7K shares-4.28%2026-03-312026-04-15

RDVY FIRST TR EXCHANGE TRADED FD5.9K shares0.48%2026-03-312026-04-15

Sponsored

ABT ABBOTT LABORATORIES3.8K shares-3.24%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC1.8K shares0.38%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-2.33%2026-03-312026-04-15

NUE NUCOR CORP2.2K shares2.53%2026-03-312026-04-15

ORCL ORACLE CORP2.4K shares2.62%2026-03-312026-04-15

SMH VANECK ETF TRUST910 shares-3.50%2026-03-312026-04-15

VLO VALERO ENERGY CORP1.4K shares3.27%2026-03-312026-04-15

ALL ALLSTATE CORP1.6K shares0.00%2026-03-312026-04-15

Sponsored

CB CHUBB LTD SWITZ1.0K shares-2.82%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC2.1K shares-2.78%2026-03-312026-04-15

APD AIR PRODUCTS AND CHEMICALS I1.1K shares-0.26%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC337 shares-4.53%2026-03-312026-04-15

IVW ISHARES TR2.8K shares0.14%2026-03-312026-04-15

MCHP MICROCHIP TECHNOLOGY INC.4.9K shares-0.33%2026-03-312026-04-15

AFL AFLAC INC2.8K shares-0.32%2026-03-312026-04-15

SBUX STARBUCKS CORP3.4K shares-7.22%2026-03-312026-04-15

Sponsored

ARM ARM HOLDINGS PLC2.0K shares0.15%2026-03-312026-04-15

ITA ISHARES TR1.4K shares30.19%2026-03-312026-04-15

INTC INTEL CORP6.7K shares-0.09%2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC661 shares0.30%2026-03-312026-04-15

IXN ISHARES TR2.8K shares0.71%2026-03-312026-04-15

SO SOUTHERN CO2.9K shares-5.45%2026-03-312026-04-15

IEFA ISHARES TR3.1K shares0.13%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-03-312026-04-15

Sponsored

FDBC FIDELITY D & D BANCORP INC5.9K shares0.00%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR10.6K shares0.00%2026-03-312026-04-15

CMCSA COMCAST CORP NEW8.5K shares1.81%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP842 shares-4.97%2026-03-312026-04-15

NRG NRG ENERGY INC1.7K shares0.00%2026-03-312026-04-15

IJR ISHARES TR1.9K shares-1.23%2026-03-312026-04-15

PRIV SSGA ACTIVE TR9.1K shares-4.23%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO2.7K shares1.87%2026-03-312026-04-15

Sponsored

ADSK AUTODESK INC948 shares0.74%2026-03-312026-04-15

KMI KINDER MORGAN INC DEL6.7K sharesnew addition2026-03-312026-04-15

JCI JOHNSON CONTROLS INTERNATION1.7K shares-3.90%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-1.04%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS3.4K shares0.17%2026-03-312026-04-15

AMAT APPLIED MATLS INC644 sharesnew addition2026-03-312026-04-15

QLD PROSHARES TR3.6K shares0.03%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP2.3K shares-8.08%2026-03-312026-04-15

Sponsored

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-15

IVE ISHARES TR1.0K sharesnew addition2026-03-312026-04-15

PCY INVESCO EXCH TRADED FD TR II10.2K shares-0.01%2026-03-312026-04-15

ADBE ADOBE INC876 shares-4.37%2026-03-312026-04-15

GWW WW GRAINGER INC194 sharesnew addition2026-03-312026-04-15

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-04-15

CME CME GROUP INC700 sharesnew addition2026-03-312026-04-15

NWBI NORTHWEST BANCSHARES INC16.1K shares0.00%2026-03-312026-04-15

Sponsored

DVN DEVON ENERGY CORP NEW4.0K sharesnew addition2026-03-312026-04-15

SOFI SOFI TECHNOLOGIES INC10.3K shares6.28%2026-03-312026-04-15

RIG TRANSOCEAN LTD20.2K sharesnew addition2026-03-312026-04-15

VGM INVESCO TR INVT GRADE MUNS13.5K shares0.00%2026-03-312026-04-15

CLF CLEVELAND-CLIFFS INC NEW11.3K sharesnew addition2026-03-312026-04-15

SATL SATELLOGIC INC11.0K sharesnew addition2026-03-312026-04-15

AAPL

APPLE INC

-1.08%

Shares159.6K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-4.38%

Shares124.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

7.80%

Shares35.6K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

4.15%

Shares68.1K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-0.08%

Shares41.8K

Event2026-03-31

Filed2026-04-15