Q2 2026 13F · SEC CIK 1909760

Zullo Investment Group, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $293.1M
Reported positions: 157
Top holdings a year, 3 yrs: +22.4%
Assets under management: $423.0M

Zullo Investment Group, Inc. is a wealth manager that reported 157 positions worth $293.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Apple Inc (AAPL, 15.6%), Nvidia Corporation Com (NVDA, 8.4%), Microsoft Corp (MSFT, 4.4%). A portfolio copying its top holdings returned 22.4% a year over the last 3 years, against 20.4% for the S&P 500.

Zullo Investment Group, Inc. holdings largest 50 of 157 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Zullo Investment Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	15.6%	15.4%	157,905	-1.1%	$45.7M
NVDANvidia Corporation Com	8.4%	8.3%	122,919	-1.5%	$24.6M
MSFTMicrosoft Corp	4.4%	5.0%	34,948	-1.7%	$13.0M
XLKState Street Technology Select Sector Sp	4.3%	3.4%	65,396	-3.9%	$12.5M
AMZNAmazon Com Inc Com	3.3%	3.3%	41,044	-1.9%	$9.8M
METAMeta Platforms Inc Class A	2.4%	2.8%	12,467	-3.7%	$7.0M
JPMJpmorgan Chase & Co	2.2%	2.3%	19,973	-3.7%	$6.5M
GOOGAlphabet Inc	2.1%	2.0%	17,645	-2.1%	$6.2M
AMDAdvanced Micro Devices Inc	2.1%	0.8%	10,640	-0.8%	$6.2M
XLFSelect Sector Spdr Tr	1.9%	2.0%	104,731	-2.3%	$5.6M
SCHDSchwab Strategic Tr	1.5%	1.4%	135,169	+13.0%	$4.3M
TSLATesla Inc Com	1.5%	1.4%	10,122	+0.1%	$4.3M
GOOGLAlphabet Inc	1.4%	1.4%	11,739	-6.8%	$4.2M
XLISelect Sector Spdr Tr	1.3%	1.3%	20,943	-4.1%	$3.9M
XLEState Street Energy Select Sector Spdr E	1.2%	1.6%	64,112	-5.5%	$3.4M
CRWDCrowdstrike Hldgs Inc Class A	1.1%	0.6%	4,381	+1.0%	$3.3M
JNJJohnson & Johnson	1.1%	1.3%	13,095	-3.4%	$3.3M
XLVSelect Sector Spdr Tr	1.1%	1.2%	20,430	-2.6%	$3.2M
XLCSelect Sector Spdr Tr	1.0%	1.3%	28,058	-8.8%	$3.0M
STXSeagate Technology Hldngs Pl	1.0%	—	2,996	—	$2.9M
WMTWalmart Inc	1.0%	1.4%	25,227	-12.6%	$2.9M
MUMicron Technology Inc	1.0%	—	2,441	—	$2.8M
VOOVanguard S&p 500 ETF	0.9%	0.9%	4,015	+0.6%	$2.8M
HDHome Depot Inc Com	0.9%	1.0%	7,732	-2.6%	$2.7M
XLYConsumer Discretionary Select S	0.9%	1.0%	23,137	-5.5%	$2.7M
XLUSpdr	0.9%	1.1%	59,660	-4.3%	$2.7M
AVGOBroadcom Inc	0.9%	0.8%	6,919	-0.1%	$2.6M
VVisa Inc Com Cl A	0.9%	0.8%	7,338	+0.4%	$2.5M
GSGoldman Sachs Group Inc	0.8%	0.8%	2,436	-7.4%	$2.5M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	4,633	-2.2%	$2.3M
IVVIshares Core S&p 500 ETF	0.8%	0.8%	3,000	-1.0%	$2.2M
VGTVanguard Info Tech	0.8%	0.6%	18,692	+684.7%	$2.2M
MSMorgan Stanley Com New	0.8%	0.7%	10,526	-1.7%	$2.2M
XLBSelect Sector Spdr Tr	0.7%	0.9%	43,136	-5.1%	$2.2M
LLYLilly Eli & Co	0.7%	0.6%	1,791	+2.1%	$2.1M
PGProcter & Gamble Co Com	0.7%	0.9%	14,473	-11.2%	$2.1M
CATCaterpillar Inc Com	0.7%	0.5%	1,947	-0.3%	$2.1M
NFLXNetflix Inc Total	0.7%	1.0%	27,456	+0.8%	$2.0M
XLPState Street Consumer Staples Select Sec	0.7%	0.8%	23,410	-3.2%	$1.9M
CSCOCisco Sys Inc	0.6%	0.5%	15,860	-6.0%	$1.9M
COSTCostco Whsl Corp New	0.6%	0.7%	1,959	-0.2%	$1.8M
FDXFedex Corp	0.6%	0.8%	5,800	-2.6%	$1.8M
MCDMcdonalds Corp Com	0.6%	0.8%	6,532	-3.2%	$1.8M
VZVerizon Communications Inc Com	0.6%	0.8%	41,352	-3.1%	$1.8M
UPSUnited Parcel Svcs Inc Cl B	0.6%	0.6%	15,505	-0.8%	$1.7M
SCHWSchwab Charles Corp	0.6%	0.7%	17,802	-5.3%	$1.6M
UNHUnitedhealth Group Inc Com	0.5%	—	3,712	—	$1.5M
PTYPimco Corporate & Income Oppor Com	0.5%	0.6%	119,172	-7.6%	$1.4M
BABoeing Co	0.5%	0.5%	6,475	+0.2%	$1.4M
ABBVAbbvie Inc	0.5%	0.5%	5,542	-0.2%	$1.4M

What Zullo Investment Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+684.7% shares
SCHD Schwab Strategic Tr+13.0% shares

Reduced

WMT Walmart Inc-12.6% shares
PG Procter & Gamble Co Com-11.2% shares
XLC Select Sector Spdr Tr-8.8% shares
PTY Pimco Corporate & Income Oppor Com-7.6% shares
GS Goldman Sachs Group Inc-7.4% shares
GOOGL Alphabet Inc-6.8% shares
CSCO Cisco Sys Inc-6.0% shares
XLE State Street Energy Select Sector Spdr E-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.9% /yr; S&P 500 +20.1%
3 years: +22.4% /yr; S&P 500 +20.4%
5 years: +20.2% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$293.1M	157
Q1 2026	$263.5M	158
Q4 2025	$273.4M	154
Q3 2025	$270.4M	152
Q2 2025	$246.6M	152
Q1 2025	$233.2M	146
Q4 2024	$247.7M	148
Q3 2024	$240.9M	150
Q2 2024	$227.8M	151
Q1 2024	$213.4M	154
Q4 2023	$195.2M	150
Q3 2023	$170.7M	139

Questions about Zullo Investment Group, Inc.'s portfolio

What stocks does Zullo Investment Group, Inc. own?

Zullo Investment Group, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 157 positions worth $293.1M. The largest are Apple Inc (AAPL) at 15.6%, Nvidia Corporation Com (NVDA) at 8.4%, Microsoft Corp (MSFT) at 4.4%, State Street Technology Select Sector Sp (XLK) at 4.3% and Amazon Com Inc Com (AMZN) at 3.3%.

What did Zullo Investment Group, Inc. buy last quarter?

In Q2 2026, Zullo Investment Group, Inc. added Vanguard Info Tech (VGT) (+684.7% shares) and Schwab Strategic Tr (SCHD) (+13.0% shares), compared with its Q1 2026 filing.

What did Zullo Investment Group, Inc. sell last quarter?

In Q2 2026, Zullo Investment Group, Inc. cut from its top 50 Merck & Co. Inc (MRK), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Exxon Mobil Corp (XOM), Walmart Inc (WMT) (-12.6% shares), Procter & Gamble Co Com (PG) (-11.2% shares) and Select Sector Spdr Tr (XLC) (-8.8% shares), compared with its Q1 2026 filing.

How has Zullo Investment Group, Inc.'s portfolio performed?

A portfolio copying Zullo Investment Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.9% against +20.1%. Over 5 years: +20.2% a year against +16.8%.

When is Zullo Investment Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Zullo Investment Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Zullo Investment Group, Inc. manage?

Zullo Investment Group, Inc. reported $423.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $293.1M.