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

146 positions • $233.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FEDEX CORP

Shares:6.3K

Value:$1.5M

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

GOLDMAN SACHS GROUP INC

Shares:2.7K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$233.2M)

COCA COLA CO

Shares:18.9K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$233.2M)

92204A702

Shares:2.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$233.2M)

ELI LILLY & Co

Shares:1.6K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$233.2M)

MORGAN STANLEY

Shares:10.9K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$233.2M)

Uber Technologies, Inc

Shares:17.1K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$233.2M)

Broadcom Inc.

Shares:7.1K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$233.2M)

PEPSICO INC

Shares:7.7K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$233.2M)

CISCO SYSTEMS, INC.

Shares:18.6K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

QUALCOMM INC/DE

Shares:7.4K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

ADVANCED MICRO DEVICES INC

Shares:10.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

81369Y860

Shares:26.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

AbbVie Inc.

Shares:5.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

BOEING CO

Shares:6.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

LOWES COMPANIES INC

Shares:4.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$233.2M)

PRUDENTIAL FINANCIAL INC

Shares:9.4K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$233.2M)

337344105

Shares:8.7K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$233.2M)

Merck & Co., Inc.

Shares:11.4K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$233.2M)

AMERICAN EXPRESS CO

Shares:3.5K

Value:$934.5K

% of Portfolio:0.4% ($934.5K/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FEDEX CORP(FDXcusip31428X106)	6.3K	QoQ -5.05% (-334) YoY +8.48% (-491)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$233.2M)	QoQ -17.73% (-$329.9K) YoY -8.74% (-$146.6K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.7K	QoQ +3.30% (-85) YoY +8.79% (+215)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$233.2M)	QoQ -1.45% (-$21.4K) YoY +42.28% (+$431.9K)
COCA COLA CO(KOcusip191216100)	18.9K	QoQ +1.57% (+293) YoY +1.86% (+346)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$233.2M)	QoQ +16.83% (+$195.2K) YoY +19.24% (+$218.6K)
(VGTcusip92204A702)	2.5K	QoQ +0.04% (-1) YoY -0.80% (-20)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$233.2M)	QoQ -12.73% (-$194.5K) YoY +2.60% (-$33.8K)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ +3.37% (+51) YoY +7.93% (+115)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$233.2M)	QoQ +10.53% (+$123.1K) YoY +14.55% (+$164.0K)
MORGAN STANLEY(MScusip617446448)	10.9K	QoQ -0.43% (-48) YoY -6.34% (-739)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$233.2M)	QoQ -7.61% (-$104.9K) YoY +16.03% (-$175.8K)
Uber Technologies, Inc(UBERcusip90353T100)	17.1K	QoQ +5.26% (+857) YoY +14.92% (+2.2K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$233.2M)	QoQ +27.14% (+$266.7K) YoY +8.76% (+$100.6K)
Broadcom Inc.(AVGOcusip11135F101)	7.1K	QoQ -0.24% (-17) YoY +908.00% (+6.4K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$233.2M)	QoQ -27.95% (-$458.5K) YoY +27.30% (+$253.4K)
PEPSICO INC(PEPcusip713448108)	7.7K	QoQ -0.33% (-26) YoY +1.19% (-91)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$233.2M)	QoQ -1.73% (-$20.4K) YoY -13.30% (-$176.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	18.6K	QoQ +21.34% (+3.3K) YoY +19.94% (+3.1K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ +26.48% (+$240.3K) YoY +48.29% (+$373.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	7.4K	QoQ +0.35% (+26) YoY +11.20% (+745)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ +0.33% (+$3.8K) YoY +0.88% (+$9.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	10.9K	QoQ -2.31% (-259) YoY +4.36% (-457)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ -16.91% (-$228.4K) YoY -40.59% (-$766.4K)
(cusip81369Y860)✕	26.3K	QoQ -2.00% (-539) YoY -7.78% (-2.2K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ +0.83% (-$9.1K) YoY -2.37% (-$26.8K)
AbbVie Inc.(ABBVcusip00287Y109)	5.2K	QoQ -0.24% (-13) YoY +0.19% (+10)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ +17.59% (-$163.1K) YoY +15.26% (+$144.3K)
BOEING CO(BAcusip097023105)	6.3K	QoQ +12.03% (+674) YoY -3.78% (-247)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ +7.94% (+$78.8K) YoY -14.97% (-$188.5K)
LOWES COMPANIES INC(LOWcusip548661107)	4.5K	QoQ +1.09% (-49) YoY +3.98% (-174)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$233.2M)	QoQ -4.49% (-$49.9K) YoY -4.82% (-$53.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	9.4K	QoQ -1.56% (-149) YoY +3.20% (-291)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$233.2M)	QoQ -7.25% (-$82.0K) YoY -1.83% (-$19.6K)
(cusip337344105)✕	8.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$233.2M)	QoQ -3.22% (-$34.9K) YoY -2.39% (-$25.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	11.4K	QoQ +0.29% (-33) YoY -1.02% (-118)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$233.2M)	QoQ -9.51% (-$107.1K) YoY -32.67% (-$494.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.5K	QoQ +2.26% (-77) YoY +12.42% (+384)	All Managers (Combined)	$934.5K	0.4% ($934.5K/$233.2M)	QoQ -7.30% (-$73.7K) YoY +32.80% (+$230.9K)