Zullo-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ARM",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "RIG",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "COF",
  "CMI",
  "PTY",
  "FCX",
  "GD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  null,
  "ITW",
  "META",
  "IVW",
  "IJH",
  null,
  "LHX",
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "IJR",
  "ORCL",
  "KHC",
  "PAYX",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  null,
  null,
  "NOW",
  "SHOP",
  "RTX",
  "STX",
  null,
  null,
  "RSG",
  "IBM",
  "SBUX",
  "TGT",
  "UBER",
  "UPS",
  "SCHW",
  "TWO",
  "VIG",
  "PROK",
  "XLB",
  null,
  null,
  null,
  null,
  "VRTX",
  "ADSK",
  "AFL",
  "AMD",
  "WM",
  "FDBC",
  "AMZN",
  null,
  "VGM",
  "VGT",
  "VUG",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "NSC",
  null,
  "SO",
  "PPL",
  "PSX",
  "CRM",
  "SNAP",
  "SPOT",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "CRWD",
  "ADI",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 146
Total Value: 233229305
Accession Number: 0001085146-25-002533
Form Type: 13F-HR
CIK: zullo-investment-group
Manager Name: Zullo-Investment-Group

Data Enrichment

89% identified

130 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $233.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VISA INC.

V|92826C839

Shares:7.4K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$233.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:14.9K

Value:$2.5M

% of Portfolio:1.1% ($2.5M/$233.2M)

NETFLIX INC

NFLX|64110L106

Shares:2.7K

Value:$2.5M

% of Portfolio:1.1% ($2.5M/$233.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:9.7K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$233.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:51.9K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$233.2M)

81369Y886

Shares:28.4K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$233.2M)

81369Y407

Shares:11.3K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$233.2M)

922908363

VOO|922908363

Shares:4.0K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$233.2M)

MCDONALDS CORP

MCD|580135101

Shares:6.4K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$233.2M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:17.9K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$233.2M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:134.7K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$233.2M)

464287200

IVV|464287200

Shares:3.2K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$233.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.9K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$233.2M)

81369Y100

XLB|81369Y100

Shares:20.8K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$233.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.4K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$233.2M)

81369Y308

Shares:21.3K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$233.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.3K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$233.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:14.4K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$233.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:19.9K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$233.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.3K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	7.4K	QoQ +1.28% (+93) YoY +3.67% (+261)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$233.2M)	QoQ +12.29% (+$282.3K) YoY +30.18% (+$597.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	14.9K	QoQ -2.04% (-312) YoY -1.76% (-268)	All Managers (Combined)	$2.5M	1.1% ($2.5M/$233.2M)	QoQ -0.42% (-$10.9K) YoY +3.18% (-$78.6K)
NETFLIX INC(NFLXcusip64110L106)	2.7K	QoQ +1.31% (+35) YoY -0.03% (-1)	All Managers (Combined)	$2.5M	1.1% ($2.5M/$233.2M)	QoQ +5.99% (+$142.4K) YoY +53.48% (-$876.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	9.7K	QoQ +0.60% (+59) YoY -2.22% (-222)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$233.2M)	QoQ +13.79% (+$293.8K) YoY +27.31% (-$519.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	51.9K	QoQ -3.75% (-2.0K) YoY -4.81% (-2.6K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$233.2M)	QoQ +9.16% (-$197.6K) YoY +2.90% (-$66.3K)
(cusip81369Y886)✕	28.4K	QoQ -2.23% (-648) YoY -1.51% (-435)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$233.2M)	QoQ +1.84% (-$40.5K) YoY +18.28% (-$345.7K)
(cusip81369Y407)✕	11.3K	QoQ +0.20% (-23) YoY +0.52% (+59)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$233.2M)	QoQ -11.80% (-$298.0K) YoY +7.94% (+$163.8K)
(VOOcusip922908363)	4.0K	QoQ 0.00% (-0) YoY -4.79% (-201)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$233.2M)	QoQ -4.62% (-$99.4K) YoY +1.78% (-$35.9K)
MCDONALDS CORP(MCDcusip580135101)	6.4K	QoQ +2.10% (+133) YoY +2.65% (+167)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$233.2M)	QoQ +10.02% (+$183.5K) YoY +13.73% (+$243.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	17.9K	QoQ +2.57% (-450) YoY +2.28% (-401)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$233.2M)	QoQ -10.53% (-$232.4K) YoY -24.30% (-$633.7K)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	134.7K	QoQ +134.13% (+77.2K) YoY NEW(+134.7K)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$233.2M)	QoQ +135.60% (+$1.1M) YoY NEW(+$1.9M)
(IVVcusip464287200)	3.2K	QoQ -1.28% (-42) YoY -2.80% (-93)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$233.2M)	QoQ -5.80% (-$111.7K) YoY +3.85% (-$67.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.9K	QoQ -15.59% (-353) YoY -14.57% (-326)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$233.2M)	QoQ -12.87% (-$267.0K) YoY +10.25% (-$168.0K)
(XLBcusip81369Y100)	20.8K	QoQ +0.87% (+180) YoY +4.64% (-926)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$233.2M)	QoQ +3.07% (+$53.4K) YoY -3.14% (-$58.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.4K	QoQ +0.44% (+15) YoY +2.93% (+96)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$233.2M)	QoQ +3.97% (+$67.4K) YoY +8.98% (+$145.2K)
(cusip81369Y308)✕	21.3K	QoQ +0.40% (+86) YoY +4.50% (+919)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$233.2M)	QoQ +4.30% (+$72.0K) YoY +11.76% (+$183.5K)
Alphabet Inc.(GOOGLcusip02079K305)	11.3K	QoQ +2.87% (-315) YoY +2.32% (+256)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$233.2M)	QoQ -15.96% (-$331.0K) YoY +4.83% (+$80.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	14.4K	QoQ +0.64% (+93) YoY +7.31% (+983)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$233.2M)	QoQ +11.27% (+$173.8K) YoY +9.78% (+$152.9K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	19.9K	QoQ -2.30% (-469) YoY +3.57% (+687)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$233.2M)	QoQ +3.33% (-$50.3K) YoY +12.07% (+$167.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	4.3K	QoQ +0.99% (+43) YoY +6.57% (+268)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$233.2M)	QoQ +4.07% (+$60.0K) YoY +17.20% (+$225.0K)