Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.3K sharesnew addition2026-06-302026-07-31
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
-1.06%APPLE INC
Shares157.9K
Event2026-06-30
Filed2026-07-31
NVDA
-1.52%NVIDIA CORPORATION
Shares122.9K
Event2026-06-30
Filed2026-07-31
MSFT
-1.72%MICROSOFT CORP
Shares34.9K
Event2026-06-30
Filed2026-07-31
XLK
-3.94%SELECT SECTOR SPDR TR
Shares65.4K
Event2026-06-30
Filed2026-07-31
AMZN
-1.88%AMAZON COM INC
Shares41.0K
Event2026-06-30
Filed2026-07-31
META PLATFORMS INC
-3.69%META PLATFORMS INC
Shares12.5K
Event2026-06-30
Filed2026-07-31
JPMORGAN CHASE & CO
-3.67%JPMORGAN CHASE & CO
Shares20.0K
Event2026-06-30
Filed2026-07-31
GOOG
-2.11%ALPHABET INC
Shares17.6K
Event2026-06-30
Filed2026-07-31
AMD
-0.79%ADVANCED MICRO DEVICES INC
Shares10.6K
Event2026-06-30
Filed2026-07-31
XLF
-2.25%SELECT SECTOR SPDR TR
Shares104.7K
Event2026-06-30
Filed2026-07-31
SCHD
12.97%SCHWAB STRATEGIC TR
Shares135.2K
Event2026-06-30
Filed2026-07-31
TSLA
0.08%TESLA INC
Shares10.1K
Event2026-06-30
Filed2026-07-31
GOOGL
-6.77%ALPHABET INC
Shares11.7K
Event2026-06-30
Filed2026-07-31
XLI
-4.12%SELECT SECTOR SPDR TR
Shares20.9K
Event2026-06-30
Filed2026-07-31
XLE
-5.53%SELECT SECTOR SPDR TR
Shares64.1K
Event2026-06-30
Filed2026-07-31
CROWDSTRIKE HLDGS INC
1.04%CROWDSTRIKE HLDGS INC
Shares4.4K
Event2026-06-30
Filed2026-07-31
JNJ
-3.37%JOHNSON & JOHNSON
Shares13.1K
Event2026-06-30
Filed2026-07-31
XLV
-2.64%SELECT SECTOR SPDR TR
Shares20.4K
Event2026-06-30
Filed2026-07-31
XLC
-8.79%SELECT SECTOR SPDR TR
Shares28.1K
Event2026-06-30
Filed2026-07-31
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares3.0K
Event2026-06-30
Filed2026-07-31
WMT
-12.56%WALMART INC
Shares25.2K
Event2026-06-30
Filed2026-07-31
MU
-3.75%MICRON TECHNOLOGY INC
Shares2.4K
Event2026-06-30
Filed2026-07-31
VOO
0.63%VANGUARD INDEX FDS
Shares4.0K
Event2026-06-30
Filed2026-07-31
HD
-2.64%HOME DEPOT INC
Shares7.7K
Event2026-06-30
Filed2026-07-31
XLY
-5.49%SELECT SECTOR SPDR TR
Shares23.1K
Event2026-06-30
Filed2026-07-31
SELECT SECTOR SPDR TR
-4.35%SELECT SECTOR SPDR TR
Shares59.7K
Event2026-06-30
Filed2026-07-31
BROADCOM INC
-0.13%BROADCOM INC
Shares6.9K
Event2026-06-30
Filed2026-07-31
VISA INC
0.41%VISA INC
Shares7.3K
Event2026-06-30
Filed2026-07-31
GS
-7.45%GOLDMAN SACHS GROUP INC
Shares2.4K
Event2026-06-30
Filed2026-07-31
BRK.B
-2.20%BERKSHIRE HATHAWAY INC DEL
Shares4.6K
Event2026-06-30
Filed2026-07-31
ISHARES TR
-0.96%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-07-31
VGT
684.72%VANGUARD WORLD FD
Shares18.7K
Event2026-06-30
Filed2026-07-31
MS
-1.72%MORGAN STANLEY
Shares10.5K
Event2026-06-30
Filed2026-07-31
XLB
-5.05%SELECT SECTOR SPDR TR
Shares43.1K
Event2026-06-30
Filed2026-07-31
LLY
2.05%ELI LILLY & CO
Shares1.8K
Event2026-06-30
Filed2026-07-31
PG
-11.18%PROCTER & GAMBLE CO
Shares14.5K
Event2026-06-30
Filed2026-07-31
CAT
-0.31%CATERPILLAR INC
Shares1.9K
Event2026-06-30
Filed2026-07-31
NETFLIX INC.
0.83%NETFLIX INC.
Shares27.5K
Event2026-06-30
Filed2026-07-31
XLP
-3.16%SELECT SECTOR SPDR TR
Shares23.4K
Event2026-06-30
Filed2026-07-31
CISCO SYS INC
-6.03%CISCO SYS INC
Shares15.9K
Event2026-06-30
Filed2026-07-31
COSTCO WHOLESALE CORPORATION
-0.15%COSTCO WHOLESALE CORPORATION
Shares2.0K
Event2026-06-30
Filed2026-07-31
FDX
-2.57%FEDEX CORP
Shares5.8K
Event2026-06-30
Filed2026-07-31
MCD
-3.16%MCDONALDS CORP
Shares6.5K
Event2026-06-30
Filed2026-07-31
VZ
-3.10%VERIZON COMMUNICATIONS INC
Shares41.4K
Event2026-06-30
Filed2026-07-31
UPS
-0.76%UNITED PARCEL SVCS INC
Shares15.5K
Event2026-06-30
Filed2026-07-31
SCHW
-5.34%SCHWAB CHARLES CORP
Shares17.8K
Event2026-06-30
Filed2026-07-31
UNITEDHEALTH GROUP INC
-0.83%UNITEDHEALTH GROUP INC
Shares3.7K
Event2026-06-30
Filed2026-07-31
PTY
-7.59%PIMCO CORPORATE & INCOME OPP
Shares119.2K
Event2026-06-30
Filed2026-07-31
BA
0.19%BOEING CO
Shares6.5K
Event2026-06-30
Filed2026-07-31
ABBVIE INC
-0.16%ABBVIE INC
Shares5.5K
Event2026-06-30
Filed2026-07-31
QQEW
0.00%FIRST TR EXCHANGE-TRADED FD
Shares8.7K
Event2026-06-30
Filed2026-07-31
PPL CORP
57.40%PPL CORP
Shares37.4K
Event2026-06-30
Filed2026-07-31
MRK
-6.53%MERCK & CO INC
Shares10.4K
Event2026-06-30
Filed2026-07-31
IBM
-2.99%INTERNATIONAL BUSINESS MACHS
Shares4.5K
Event2026-06-30
Filed2026-07-31
QCOM
-4.41%QUALCOMM INC
Shares6.6K
Event2026-06-30
Filed2026-07-31
XLRE
-7.39%SELECT SECTOR SPDR TR
Shares26.0K
Event2026-06-30
Filed2026-07-31
LRCX
-17.94%LAM RESEARCH CORP
Shares2.6K
Event2026-06-30
Filed2026-07-31
ADI
-3.77%ANALOG DEVICES INC
Shares2.7K
Event2026-06-30
Filed2026-07-31
CVX
-5.50%CHEVRON CORPORATION
Shares6.1K
Event2026-06-30
Filed2026-07-31
SHOP
-0.07%SHOPIFY INC
Shares8.4K
Event2026-06-30
Filed2026-07-31
LOW
-2.22%LOWES COS INC
Shares4.3K
Event2026-06-30
Filed2026-07-31
PALANTIR TECHNOLOGIES INC
3.01%PALANTIR TECHNOLOGIES INC
Shares8.0K
Event2026-06-30
Filed2026-07-31
XLSR
-0.22%SSGA ACTIVE TR
Shares13.8K
Event2026-06-30
Filed2026-07-31
RTX CORPORATION
0.45%RTX CORPORATION
Shares4.7K
Event2026-06-30
Filed2026-07-31
QQQ
0.00%INVESCO QQQ TR
Shares1.2K
Event2026-06-30
Filed2026-07-31
FREEPORT MCMORAN INC
-2.47%FREEPORT MCMORAN INC
Shares14.1K
Event2026-06-30
Filed2026-07-31
LMT
-4.23%LOCKHEED MARTIN CORP
Shares1.7K
Event2026-06-30
Filed2026-07-31
UBER
-11.83%UBER TECHNOLOGIES INC
Shares12.0K
Event2026-06-30
Filed2026-07-31
PEP
-12.92%PEPSICO INC
Shares6.2K
Event2026-06-30
Filed2026-07-31
PRU
-10.47%PRUDENTIAL FINL INC
Shares7.6K
Event2026-06-30
Filed2026-07-31
NEXTERA ENERGY INC
-0.10%NEXTERA ENERGY INC
Shares9.3K
Event2026-06-30
Filed2026-07-31
STATE STR SPDR S&P 500 ETF T
-0.59%STATE STR SPDR S&P 500 ETF T
Shares1.0K
Event2026-06-30
Filed2026-07-31
BAC
-18.67%BANK OF AMER CORP
Shares13.0K
Event2026-06-30
Filed2026-07-31
KO
-0.84%COCA COLA CO
Shares9.0K
Event2026-06-30
Filed2026-07-31
C
-1.45%CITIGROUP INC
Shares5.2K
Event2026-06-30
Filed2026-07-31
PANW
1.10%PALO ALTO NETWORKS INC
Shares2.1K
Event2026-06-30
Filed2026-07-31
INTC
-23.59%INTEL CORP
Shares5.1K
Event2026-06-30
Filed2026-07-31
ITOT
-0.09%ISHARES TR
Shares4.4K
Event2026-06-30
Filed2026-07-31
TGT
1.66%TARGET CORP
Shares5.5K
Event2026-06-30
Filed2026-07-31
ARM
1.31%ARM HOLDINGS PLC
Shares2.0K
Event2026-06-30
Filed2026-07-31
PM
-0.88%PHILIP MORRIS INTL INC
Shares3.9K
Event2026-06-30
Filed2026-07-31
ITW
-6.74%ILLINOIS TOOL WKS INC
Shares2.6K
Event2026-06-30
Filed2026-07-31
IJH
-1.87%ISHARES TR
Shares8.7K
Event2026-06-30
Filed2026-07-31
CMI
0.00%CUMMINS INC
Shares854
Event2026-06-30
Filed2026-07-31
MASTERCARD INCORPORATED
-0.44%MASTERCARD INCORPORATED
Shares1.1K
Event2026-06-30
Filed2026-07-31
SPOTIFY TECHNOLOGY S A
-0.72%SPOTIFY TECHNOLOGY S A
Shares1.2K
Event2026-06-30
Filed2026-07-31
GD
-1.42%GENERAL DYNAMICS CORP
Shares1.6K
Event2026-06-30
Filed2026-07-31
AXP
-1.42%AMERICAN EXPRESS CO
Shares1.7K
Event2026-06-30
Filed2026-07-31
SERVICENOW INC
12.82%SERVICENOW INC
Shares5.7K
Event2026-06-30
Filed2026-07-31
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares3.3K
Event2026-06-30
Filed2026-07-31
VUG
485.92%VANGUARD INDEX FDS
Shares6.2K
Event2026-06-30
Filed2026-07-31
DIS
-3.42%DISNEY WALT CO
Shares5.4K
Event2026-06-30
Filed2026-07-31
CRM
0.79%SALESFORCE INC
Shares3.3K
Event2026-06-30
Filed2026-07-31
MRVL
NewMARVELL TECHNOLOGY INC
Shares1.7K
Event2026-06-30
Filed2026-07-31
HDV
400.00%ISHARES TR
Shares18.8K
Event2026-06-30
Filed2026-07-31
SMH
-15.05%VANECK ETF TRUST
Shares773
Event2026-06-30
Filed2026-07-31
3M CO
-13.79%3M CO
Shares3.1K
Event2026-06-30
Filed2026-07-31
IWM
0.00%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-31
MO
-3.61%ALTRIA GROUP INC
Shares6.9K
Event2026-06-30
Filed2026-07-31
WFC
0.27%WELLS FARGO & CO
Shares6.0K
Event2026-06-30
Filed2026-07-31
MPC
0.00%MARATHON PETE CORP
Shares1.9K
Event2026-06-30
Filed2026-07-31
NUE
-0.50%NUCOR CORP
Shares2.2K
Event2026-06-30
Filed2026-07-31
SNDK
NewSANDISK CORP
Shares205
Event2026-06-30
Filed2026-07-31
WASTE MGMT INC DEL
-13.03%WASTE MGMT INC DEL
Shares2.1K
Event2026-06-30
Filed2026-07-31
LHX
-0.51%L3HARRIS TECHNOLOGIES INC
Shares1.6K
Event2026-06-30
Filed2026-07-31
APPLIED MATLS INC
-2.17%APPLIED MATLS INC
Shares630
Event2026-06-30
Filed2026-07-31
MICROCHIP TECHNOLOGY INC.
0.02%MICROCHIP TECHNOLOGY INC.
Shares4.9K
Event2026-06-30
Filed2026-07-31
IXN
0.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-31
ADP
-1.41%AUTOMATIC DATA PROCESSING IN
Shares1.8K
Event2026-06-30
Filed2026-07-31
AMGN
-8.68%AMGEN INC
Shares1.1K
Event2026-06-30
Filed2026-07-31
ALL
-0.61%ALLSTATE CORP
Shares1.6K
Event2026-06-30
Filed2026-07-31
IVW
0.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-31
PSX
-6.30%PHILLIPS 66
Shares2.2K
Event2026-06-30
Filed2026-07-31
VLO
2.01%VALERO ENERGY CORP
Shares1.4K
Event2026-06-30
Filed2026-07-31
RDVY
-26.66%FIRST TR EXCHANGE TRADED FD
Shares4.3K
Event2026-06-30
Filed2026-07-31
QLD
0.00%PROSHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-31
VYM
NewVANGUARD WHITEHALL FDS
Shares2.2K
Event2026-06-30
Filed2026-07-31
ORACLE CORP
-4.00%ORACLE CORP
Shares2.3K
Event2026-06-30
Filed2026-07-31
CHUBB LIMITED
-4.84%CHUBB LIMITED
Shares984
Event2026-06-30
Filed2026-07-31
ABT
-3.40%ABBOTT LABORATORIES
Shares3.6K
Event2026-06-30
Filed2026-07-31
VRTX
-0.15%VERTEX PHARMACEUTICALS INC
Shares660
Event2026-06-30
Filed2026-07-31
APD
-4.12%AIR PRODUCTS AND CHEMICALS I
Shares1.1K
Event2026-06-30
Filed2026-07-31
SBUX
-8.94%STARBUCKS CORP
Shares3.1K
Event2026-06-30
Filed2026-07-31
AFL
-3.54%AFLAC INC
Shares2.7K
Event2026-06-30
Filed2026-07-31
BLK
-4.45%BLACKROCK INC
Shares322
Event2026-06-30
Filed2026-07-31
FDBC
0.00%FIDELITY D & D BANCORP INC
Shares5.9K
Event2026-06-30
Filed2026-07-31
ITA
-8.19%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-31
PNC
-33.72%PNC FINL SVCS GROUP INC
Shares1.2K
Event2026-06-30
Filed2026-07-31
ISHARES TR
0.10%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-31
VIG
2.04%VANGUARD SPECIALIZED FUNDS
Shares1.3K
Event2026-06-30
Filed2026-07-31
WDC
NewWESTERN DIGITAL CORP
Shares450
Event2026-06-30
Filed2026-07-31
IJR
-0.99%ISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-31
SOUTHERN CO
-0.14%SOUTHERN CO
Shares2.9K
Event2026-06-30
Filed2026-07-31
IYW
NewISHARES TR
Shares1.0K
Event2026-06-30
Filed2026-07-31
SCHO
0.00%SCHWAB STRATEGIC TR
Shares10.6K
Event2026-06-30
Filed2026-07-31
JOHNSON CONTROLS INTERNATION
0.29%JOHNSON CONTROLS INTERNATION
Shares1.7K
Event2026-06-30
Filed2026-07-31
GWW
-6.19%WW GRAINGER INC
Shares182
Event2026-06-30
Filed2026-07-31
VEA
-0.23%VANGUARD TAX-MANAGED FDS
Shares3.4K
Event2026-06-30
Filed2026-07-31
NWBI
0.00%NORTHWEST BANCSHARES INC
Shares16.1K
Event2026-06-30
Filed2026-07-31
CL
-0.75%COLGATE PALMOLIVE CO
Shares2.7K
Event2026-06-30
Filed2026-07-31
NRG
0.00%NRG ENERGY INC
Shares1.7K
Event2026-06-30
Filed2026-07-31
IVE
0.00%ISHARES TR
Shares1.0K
Event2026-06-30
Filed2026-07-31
JEPI
NewJ P MORGAN EXCHANGE TRADED F
Shares4.1K
Event2026-06-30
Filed2026-07-31
PRIV
0.00%SSGA ACTIVE TR
Shares9.1K
Event2026-06-30
Filed2026-07-31
NSC
-14.61%NORFOLK SOUTHN CORP
Shares719
Event2026-06-30
Filed2026-07-31
GLW
NewCORNING INC
Shares884
Event2026-06-30
Filed2026-07-31
KMI
3.66%KINDER MORGAN INC DEL
Shares7.0K
Event2026-06-30
Filed2026-07-31
PCY
-0.21%INVESCO EXCH TRADED FD TR II
Shares10.2K
Event2026-06-30
Filed2026-07-31
DE
NewDEERE & CO
Shares348
Event2026-06-30
Filed2026-07-31
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares977
Event2026-06-30
Filed2026-07-31
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares957
Event2026-06-30
Filed2026-07-31
KMB
-13.33%KIMBERLY-CLARK CORP
Shares2.0K
Event2026-06-30
Filed2026-07-31
TWLO
NewTWILIO INC
Shares1.0K
Event2026-06-30
Filed2026-07-31
CMCSA
-1.93%COMCAST CORP NEW
Shares8.3K
Event2026-06-30
Filed2026-07-31
VGM
0.00%INVESCO TR INVT GRADE MUNS
Shares13.5K
Event2026-06-30
Filed2026-07-31
CLF
-6.88%CLEVELAND-CLIFFS INC NEW
Shares10.6K
Event2026-06-30
Filed2026-07-31
SATELLOGIC INC
9.76%SATELLOGIC INC
Shares12.1K
Event2026-06-30
Filed2026-07-31
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available