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


Currently, Zullo Investment Group, Inc. holds 157 types of securities in its portfolio with a total value $293.1M. In the most recent quarter, they have increased their positions in VGT (+16.3K shares, valued at $1.9M), N/A (+3.3K shares, valued at $555.8K), MRVL (+1.7K shares, valued at $514.3K); decreased their positions in XLK (-2.7K shares, valued at $511.4K), AAPL (-1.7K shares, valued at $490.5K), WMT (-3.6K shares, valued at $410.5K); initiated new positions in N/A (+3.3K shares, valued at $555.8K), MRVL (+1.7K shares, valued at $514.3K), SNDK (+205 shares, valued at $466.1K).


1M P&L
+3.8M+1.53%
3M P&L
+9.9M+4.04%
HY P&L
+16.1M+6.76%

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/A61.5M
25.3%
2Consumer Electronics45.7M
18.8%
3Semiconductors37.8M
15.6%

Top Industries by Stock Count

1N/A39 stocks
32.0%
2Semiconductors8 stocks
6.6%
3Drug Manufacturers - General4 stocks
3.3%
Stock Holdings
AAPL
APPLE INC
-1.06%
Shares157.9K
Event2026-06-30
Filed2026-07-31
NVDA
NVIDIA CORPORATION
-1.52%
Shares122.9K
Event2026-06-30
Filed2026-07-31
MSFT
MICROSOFT CORP
-1.72%
Shares34.9K
Event2026-06-30
Filed2026-07-31
XLK
SELECT SECTOR SPDR TR
-3.94%
Shares65.4K
Event2026-06-30
Filed2026-07-31
AMZN
AMAZON COM INC
-1.88%
Shares41.0K
Event2026-06-30
Filed2026-07-31
META PLATFORMS INC
META PLATFORMS INC
-3.69%
Shares12.5K
Event2026-06-30
Filed2026-07-31
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-3.67%
Shares20.0K
Event2026-06-30
Filed2026-07-31
GOOG
ALPHABET INC
-2.11%
Shares17.6K
Event2026-06-30
Filed2026-07-31
AMD
ADVANCED MICRO DEVICES INC
-0.79%
Shares10.6K
Event2026-06-30
Filed2026-07-31
XLF
SELECT SECTOR SPDR TR
-2.25%
Shares104.7K
Event2026-06-30
Filed2026-07-31
SCHD
SCHWAB STRATEGIC TR
12.97%
Shares135.2K
Event2026-06-30
Filed2026-07-31
TSLA
TESLA INC
0.08%
Shares10.1K
Event2026-06-30
Filed2026-07-31
GOOGL
ALPHABET INC
-6.77%
Shares11.7K
Event2026-06-30
Filed2026-07-31
XLI
SELECT SECTOR SPDR TR
-4.12%
Shares20.9K
Event2026-06-30
Filed2026-07-31
XLE
SELECT SECTOR SPDR TR
-5.53%
Shares64.1K
Event2026-06-30
Filed2026-07-31
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
1.04%
Shares4.4K
Event2026-06-30
Filed2026-07-31
JNJ
JOHNSON & JOHNSON
-3.37%
Shares13.1K
Event2026-06-30
Filed2026-07-31
XLV
SELECT SECTOR SPDR TR
-2.64%
Shares20.4K
Event2026-06-30
Filed2026-07-31
XLC
SELECT SECTOR SPDR TR
-8.79%
Shares28.1K
Event2026-06-30
Filed2026-07-31
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-31
WMT
WALMART INC
-12.56%
Shares25.2K
Event2026-06-30
Filed2026-07-31
MU
MICRON TECHNOLOGY INC
-3.75%
Shares2.4K
Event2026-06-30
Filed2026-07-31
VOO
VANGUARD INDEX FDS
0.63%
Shares4.0K
Event2026-06-30
Filed2026-07-31
HD
HOME DEPOT INC
-2.64%
Shares7.7K
Event2026-06-30
Filed2026-07-31
XLY
SELECT SECTOR SPDR TR
-5.49%
Shares23.1K
Event2026-06-30
Filed2026-07-31
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-4.35%
Shares59.7K
Event2026-06-30
Filed2026-07-31
BROADCOM INC
BROADCOM INC
-0.13%
Shares6.9K
Event2026-06-30
Filed2026-07-31
VISA INC
VISA INC
0.41%
Shares7.3K
Event2026-06-30
Filed2026-07-31
GS
GOLDMAN SACHS GROUP INC
-7.45%
Shares2.4K
Event2026-06-30
Filed2026-07-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.20%
Shares4.6K
Event2026-06-30
Filed2026-07-31
ISHARES TR
ISHARES TR
-0.96%
Shares3.0K
Event2026-06-30
Filed2026-07-31
VGT
VANGUARD WORLD FD
684.72%
Shares18.7K
Event2026-06-30
Filed2026-07-31
MS
MORGAN STANLEY
-1.72%
Shares10.5K
Event2026-06-30
Filed2026-07-31
XLB
SELECT SECTOR SPDR TR
-5.05%
Shares43.1K
Event2026-06-30
Filed2026-07-31
LLY
ELI LILLY & CO
2.05%
Shares1.8K
Event2026-06-30
Filed2026-07-31
PG
PROCTER & GAMBLE CO
-11.18%
Shares14.5K
Event2026-06-30
Filed2026-07-31
CAT
CATERPILLAR INC
-0.31%
Shares1.9K
Event2026-06-30
Filed2026-07-31
NETFLIX INC.
NETFLIX INC.
0.83%
Shares27.5K
Event2026-06-30
Filed2026-07-31
XLP
SELECT SECTOR SPDR TR
-3.16%
Shares23.4K
Event2026-06-30
Filed2026-07-31
CISCO SYS INC
CISCO SYS INC
-6.03%
Shares15.9K
Event2026-06-30
Filed2026-07-31
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-0.15%
Shares2.0K
Event2026-06-30
Filed2026-07-31
FDX
FEDEX CORP
-2.57%
Shares5.8K
Event2026-06-30
Filed2026-07-31
MCD
MCDONALDS CORP
-3.16%
Shares6.5K
Event2026-06-30
Filed2026-07-31
VZ
VERIZON COMMUNICATIONS INC
-3.10%
Shares41.4K
Event2026-06-30
Filed2026-07-31
UPS
UNITED PARCEL SVCS INC
-0.76%
Shares15.5K
Event2026-06-30
Filed2026-07-31
SCHW
SCHWAB CHARLES CORP
-5.34%
Shares17.8K
Event2026-06-30
Filed2026-07-31
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-0.83%
Shares3.7K
Event2026-06-30
Filed2026-07-31
PTY
PIMCO CORPORATE & INCOME OPP
-7.59%
Shares119.2K
Event2026-06-30
Filed2026-07-31
BA
BOEING CO
0.19%
Shares6.5K
Event2026-06-30
Filed2026-07-31
ABBVIE INC
ABBVIE INC
-0.16%
Shares5.5K
Event2026-06-30
Filed2026-07-31
QQEW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares8.7K
Event2026-06-30
Filed2026-07-31
PPL CORP
PPL CORP
57.40%
Shares37.4K
Event2026-06-30
Filed2026-07-31
MRK
MERCK & CO INC
-6.53%
Shares10.4K
Event2026-06-30
Filed2026-07-31
IBM
INTERNATIONAL BUSINESS MACHS
-2.99%
Shares4.5K
Event2026-06-30
Filed2026-07-31
QCOM
QUALCOMM INC
-4.41%
Shares6.6K
Event2026-06-30
Filed2026-07-31
XLRE
SELECT SECTOR SPDR TR
-7.39%
Shares26.0K
Event2026-06-30
Filed2026-07-31
LRCX
LAM RESEARCH CORP
-17.94%
Shares2.6K
Event2026-06-30
Filed2026-07-31
ADI
ANALOG DEVICES INC
-3.77%
Shares2.7K
Event2026-06-30
Filed2026-07-31
CVX
CHEVRON CORPORATION
-5.50%
Shares6.1K
Event2026-06-30
Filed2026-07-31
SHOP
SHOPIFY INC
-0.07%
Shares8.4K
Event2026-06-30
Filed2026-07-31
LOW
LOWES COS INC
-2.22%
Shares4.3K
Event2026-06-30
Filed2026-07-31
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
3.01%
Shares8.0K
Event2026-06-30
Filed2026-07-31
XLSR
SSGA ACTIVE TR
-0.22%
Shares13.8K
Event2026-06-30
Filed2026-07-31
RTX CORPORATION
RTX CORPORATION
0.45%
Shares4.7K
Event2026-06-30
Filed2026-07-31
QQQ
INVESCO QQQ TR
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-31
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-2.47%
Shares14.1K
Event2026-06-30
Filed2026-07-31
LMT
LOCKHEED MARTIN CORP
-4.23%
Shares1.7K
Event2026-06-30
Filed2026-07-31
UBER
UBER TECHNOLOGIES INC
-11.83%
Shares12.0K
Event2026-06-30
Filed2026-07-31
PEP
PEPSICO INC
-12.92%
Shares6.2K
Event2026-06-30
Filed2026-07-31
PRU
PRUDENTIAL FINL INC
-10.47%
Shares7.6K
Event2026-06-30
Filed2026-07-31
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-0.10%
Shares9.3K
Event2026-06-30
Filed2026-07-31
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.59%
Shares1.0K
Event2026-06-30
Filed2026-07-31
BAC
BANK OF AMER CORP
-18.67%
Shares13.0K
Event2026-06-30
Filed2026-07-31
KO
COCA COLA CO
-0.84%
Shares9.0K
Event2026-06-30
Filed2026-07-31
C
CITIGROUP INC
-1.45%
Shares5.2K
Event2026-06-30
Filed2026-07-31
PANW
PALO ALTO NETWORKS INC
1.10%
Shares2.1K
Event2026-06-30
Filed2026-07-31
INTC
INTEL CORP
-23.59%
Shares5.1K
Event2026-06-30
Filed2026-07-31
ITOT
ISHARES TR
-0.09%
Shares4.4K
Event2026-06-30
Filed2026-07-31
TGT
TARGET CORP
1.66%
Shares5.5K
Event2026-06-30
Filed2026-07-31
ARM
ARM HOLDINGS PLC
1.31%
Shares2.0K
Event2026-06-30
Filed2026-07-31
PM
PHILIP MORRIS INTL INC
-0.88%
Shares3.9K
Event2026-06-30
Filed2026-07-31
ITW
ILLINOIS TOOL WKS INC
-6.74%
Shares2.6K
Event2026-06-30
Filed2026-07-31
IJH
ISHARES TR
-1.87%
Shares8.7K
Event2026-06-30
Filed2026-07-31
CMI
CUMMINS INC
0.00%
Shares854
Event2026-06-30
Filed2026-07-31
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-0.44%
Shares1.1K
Event2026-06-30
Filed2026-07-31
SPOTIFY TECHNOLOGY S A
SPOTIFY TECHNOLOGY S A
-0.72%
Shares1.2K
Event2026-06-30
Filed2026-07-31
GD
GENERAL DYNAMICS CORP
-1.42%
Shares1.6K
Event2026-06-30
Filed2026-07-31
AXP
AMERICAN EXPRESS CO
-1.42%
Shares1.7K
Event2026-06-30
Filed2026-07-31
SERVICENOW INC
SERVICENOW INC
12.82%
Shares5.7K
Event2026-06-30
Filed2026-07-31
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares3.3K
Event2026-06-30
Filed2026-07-31
VUG
VANGUARD INDEX FDS
485.92%
Shares6.2K
Event2026-06-30
Filed2026-07-31
DIS
DISNEY WALT CO
-3.42%
Shares5.4K
Event2026-06-30
Filed2026-07-31
CRM
SALESFORCE INC
0.79%
Shares3.3K
Event2026-06-30
Filed2026-07-31
MRVL
MARVELL TECHNOLOGY INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-31
HDV
ISHARES TR
400.00%
Shares18.8K
Event2026-06-30
Filed2026-07-31
SMH
VANECK ETF TRUST
-15.05%
Shares773
Event2026-06-30
Filed2026-07-31
3M CO
3M CO
-13.79%
Shares3.1K
Event2026-06-30
Filed2026-07-31
IWM
ISHARES TR
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-31
MO
ALTRIA GROUP INC
-3.61%
Shares6.9K
Event2026-06-30
Filed2026-07-31
WFC
WELLS FARGO & CO
0.27%
Shares6.0K
Event2026-06-30
Filed2026-07-31
MPC
MARATHON PETE CORP
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-31
NUE
NUCOR CORP
-0.50%
Shares2.2K
Event2026-06-30
Filed2026-07-31
SNDK
SANDISK CORP
New
Shares205
Event2026-06-30
Filed2026-07-31
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-13.03%
Shares2.1K
Event2026-06-30
Filed2026-07-31
LHX
L3HARRIS TECHNOLOGIES INC
-0.51%
Shares1.6K
Event2026-06-30
Filed2026-07-31
APPLIED MATLS INC
APPLIED MATLS INC
-2.17%
Shares630
Event2026-06-30
Filed2026-07-31
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
0.02%
Shares4.9K
Event2026-06-30
Filed2026-07-31
IXN
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-31
ADP
AUTOMATIC DATA PROCESSING IN
-1.41%
Shares1.8K
Event2026-06-30
Filed2026-07-31
AMGN
AMGEN INC
-8.68%
Shares1.1K
Event2026-06-30
Filed2026-07-31
ALL
ALLSTATE CORP
-0.61%
Shares1.6K
Event2026-06-30
Filed2026-07-31
IVW
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-31
PSX
PHILLIPS 66
-6.30%
Shares2.2K
Event2026-06-30
Filed2026-07-31
VLO
VALERO ENERGY CORP
2.01%
Shares1.4K
Event2026-06-30
Filed2026-07-31
RDVY
FIRST TR EXCHANGE TRADED FD
-26.66%
Shares4.3K
Event2026-06-30
Filed2026-07-31
QLD
PROSHARES TR
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-31
VYM
VANGUARD WHITEHALL FDS
New
Shares2.2K
Event2026-06-30
Filed2026-07-31
ORACLE CORP
ORACLE CORP
-4.00%
Shares2.3K
Event2026-06-30
Filed2026-07-31
CHUBB LIMITED
CHUBB LIMITED
-4.84%
Shares984
Event2026-06-30
Filed2026-07-31
ABT
ABBOTT LABORATORIES
-3.40%
Shares3.6K
Event2026-06-30
Filed2026-07-31
VRTX
VERTEX PHARMACEUTICALS INC
-0.15%
Shares660
Event2026-06-30
Filed2026-07-31
APD
AIR PRODUCTS AND CHEMICALS I
-4.12%
Shares1.1K
Event2026-06-30
Filed2026-07-31
SBUX
STARBUCKS CORP
-8.94%
Shares3.1K
Event2026-06-30
Filed2026-07-31
AFL
AFLAC INC
-3.54%
Shares2.7K
Event2026-06-30
Filed2026-07-31
BLK
BLACKROCK INC
-4.45%
Shares322
Event2026-06-30
Filed2026-07-31
FDBC
FIDELITY D & D BANCORP INC
0.00%
Shares5.9K
Event2026-06-30
Filed2026-07-31
ITA
ISHARES TR
-8.19%
Shares1.3K
Event2026-06-30
Filed2026-07-31
PNC
PNC FINL SVCS GROUP INC
-33.72%
Shares1.2K
Event2026-06-30
Filed2026-07-31
ISHARES TR
ISHARES TR
0.10%
Shares3.1K
Event2026-06-30
Filed2026-07-31
VIG
VANGUARD SPECIALIZED FUNDS
2.04%
Shares1.3K
Event2026-06-30
Filed2026-07-31
WDC
WESTERN DIGITAL CORP
New
Shares450
Event2026-06-30
Filed2026-07-31
IJR
ISHARES TR
-0.99%
Shares1.9K
Event2026-06-30
Filed2026-07-31
SOUTHERN CO
SOUTHERN CO
-0.14%
Shares2.9K
Event2026-06-30
Filed2026-07-31
IYW
ISHARES TR
New
Shares1.0K
Event2026-06-30
Filed2026-07-31
SCHO
SCHWAB STRATEGIC TR
0.00%
Shares10.6K
Event2026-06-30
Filed2026-07-31
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
0.29%
Shares1.7K
Event2026-06-30
Filed2026-07-31
GWW
WW GRAINGER INC
-6.19%
Shares182
Event2026-06-30
Filed2026-07-31
VEA
VANGUARD TAX-MANAGED FDS
-0.23%
Shares3.4K
Event2026-06-30
Filed2026-07-31
NWBI
NORTHWEST BANCSHARES INC
0.00%
Shares16.1K
Event2026-06-30
Filed2026-07-31
CL
COLGATE PALMOLIVE CO
-0.75%
Shares2.7K
Event2026-06-30
Filed2026-07-31
NRG
NRG ENERGY INC
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-31
IVE
ISHARES TR
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-31
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares4.1K
Event2026-06-30
Filed2026-07-31
PRIV
SSGA ACTIVE TR
0.00%
Shares9.1K
Event2026-06-30
Filed2026-07-31
NSC
NORFOLK SOUTHN CORP
-14.61%
Shares719
Event2026-06-30
Filed2026-07-31
GLW
CORNING INC
New
Shares884
Event2026-06-30
Filed2026-07-31
KMI
KINDER MORGAN INC DEL
3.66%
Shares7.0K
Event2026-06-30
Filed2026-07-31
PCY
INVESCO EXCH TRADED FD TR II
-0.21%
Shares10.2K
Event2026-06-30
Filed2026-07-31
DE
DEERE & CO
New
Shares348
Event2026-06-30
Filed2026-07-31
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares977
Event2026-06-30
Filed2026-07-31
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares957
Event2026-06-30
Filed2026-07-31
KMB
KIMBERLY-CLARK CORP
-13.33%
Shares2.0K
Event2026-06-30
Filed2026-07-31
TWLO
TWILIO INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-31
CMCSA
COMCAST CORP NEW
-1.93%
Shares8.3K
Event2026-06-30
Filed2026-07-31
VGM
INVESCO TR INVT GRADE MUNS
0.00%
Shares13.5K
Event2026-06-30
Filed2026-07-31
CLF
CLEVELAND-CLIFFS INC NEW
-6.88%
Shares10.6K
Event2026-06-30
Filed2026-07-31
SATELLOGIC INC
SATELLOGIC INC
9.76%
Shares12.1K
Event2026-06-30
Filed2026-07-31

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Zullo Investment Group, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo