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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CHEVRON CORP

CVX|166764100

Shares:5.4K

Value:$900.8K

% of Portfolio:0.4% ($900.8K/$233.2M)

SHOPIFY INC.

SHOP|82509L107

Shares:9.1K

Value:$871.8K

% of Portfolio:0.4% ($871.8K/$233.2M)

PPL Corp

PPL|69351T106

Shares:24.0K

Value:$865.5K

% of Portfolio:0.4% ($865.5K/$233.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:9.1K

Value:$768.0K

% of Portfolio:0.3% ($768.0K/$233.2M)

TARGET CORP

TGT|87612E106

Shares:7.2K

Value:$750.9K

% of Portfolio:0.3% ($750.9K/$233.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.7K

Value:$749.9K

% of Portfolio:0.3% ($749.9K/$233.2M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.0K

Value:$735.5K

% of Portfolio:0.3% ($735.5K/$233.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:917

Value:$730.1K

% of Portfolio:0.3% ($730.1K/$233.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:10.2K

Value:$725.9K

% of Portfolio:0.3% ($725.9K/$233.2M)

Salesforce, Inc.

CRM|79466L302

Shares:2.6K

Value:$707.7K

% of Portfolio:0.3% ($707.7K/$233.2M)

Walt Disney Co

DIS|254687106

Shares:7.0K

Value:$690.5K

% of Portfolio:0.3% ($690.5K/$233.2M)

CATERPILLAR INC

CAT|149123101

Shares:2.0K

Value:$670.2K

% of Portfolio:0.3% ($670.2K/$233.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:16.0K

Value:$668.9K

% of Portfolio:0.3% ($668.9K/$233.2M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.2K

Value:$649.0K

% of Portfolio:0.3% ($649.0K/$233.2M)

RTX Corp

RTX|75513E101

Shares:4.7K

Value:$626.0K

% of Portfolio:0.3% ($626.0K/$233.2M)

Philip Morris International Inc.

PM|718172109

Shares:3.9K

Value:$624.7K

% of Portfolio:0.3% ($624.7K/$233.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:3.0K

Value:$613.3K

% of Portfolio:0.3% ($613.3K/$233.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.9K

Value:$577.2K

% of Portfolio:0.2% ($577.2K/$233.2M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.5K

Value:$576.4K

% of Portfolio:0.2% ($576.4K/$233.2M)

Mastercard Inc

MA|57636Q104

Shares:1.0K

Value:$564.8K

% of Portfolio:0.2% ($564.8K/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	5.4K	QoQ +5.94% (+302) YoY +18.82% (+853)	All Managers (Combined)	$900.8K	0.4% ($900.8K/$233.2M)	QoQ +22.34% (+$164.5K) YoY +26.00% (+$185.9K)
SHOPIFY INC.(SHOPcusip82509L107)	9.1K	QoQ -1.82% (-170) YoY -6.49% (-634)	All Managers (Combined)	$871.8K	0.4% ($871.8K/$233.2M)	QoQ -11.84% (-$117.1K) YoY +15.69% (-$118.3K)
PPL Corp(PPLcusip69351T106)	24.0K	QoQ -0.24% (-59) YoY -14.04% (-3.9K)	All Managers (Combined)	$865.5K	0.4% ($865.5K/$233.2M)	QoQ +10.96% (-$85.5K) YoY +12.74% (-$97.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	9.1K	QoQ +4.79% (+416) YoY -3.13% (-295)	All Managers (Combined)	$768.0K	0.3% ($768.0K/$233.2M)	QoQ +16.94% (+$111.3K) YoY +255.27% (-$551.9K)
TARGET CORP(TGTcusip87612E106)	7.2K	QoQ -0.99% (-72) YoY +15.13% (-946)	All Managers (Combined)	$750.9K	0.3% ($750.9K/$233.2M)	QoQ -23.57% (-$231.6K) YoY -32.20% (-$356.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.7K	QoQ +2.69% (-44) YoY +6.40% (+101)	All Managers (Combined)	$749.9K	0.3% ($749.9K/$233.2M)	QoQ -5.61% (-$44.6K) YoY +4.43% (+$31.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.0K	QoQ -1.42% (-43) YoY -6.14% (-194)	All Managers (Combined)	$735.5K	0.3% ($735.5K/$233.2M)	QoQ -3.58% (-$27.4K) YoY -13.26% (-$112.4K)
ServiceNow, Inc.(NOWcusip81762P102)	917	QoQ +2.11% (-19) YoY +9.42% (+79)	All Managers (Combined)	$730.1K	0.3% ($730.1K/$233.2M)	QoQ -23.31% (-$221.9K) YoY +14.26% (+$91.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	10.2K	QoQ -2.62% (-276) YoY -9.44% (-1.1K)	All Managers (Combined)	$725.9K	0.3% ($725.9K/$233.2M)	QoQ -3.71% (-$28.0K) YoY +0.44% (-$3.2K)
Salesforce, Inc.(CRMcusip79466L302)	2.6K	QoQ +10.19% (-244) YoY +22.76% (+489)	All Managers (Combined)	$707.7K	0.3% ($707.7K/$233.2M)	QoQ -11.57% (-$92.6K) YoY +9.39% (+$60.8K)
Walt Disney Co(DIScusip254687106)	7.0K	QoQ -0.21% (-15) YoY -21.82% (-2.0K)	All Managers (Combined)	$690.5K	0.3% ($690.5K/$233.2M)	QoQ -11.56% (-$90.3K) YoY -36.95% (-$404.6K)
CATERPILLAR INC(CATcusip149123101)	2.0K	QoQ +7.11% (-135) YoY +7.06% (-134)	All Managers (Combined)	$670.2K	0.3% ($670.2K/$233.2M)	QoQ -2.64% (-$18.2K) YoY -3.66% (-$25.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	16.0K	QoQ +1.06% (-169) YoY +8.07% (+1.2K)	All Managers (Combined)	$668.9K	0.3% ($668.9K/$233.2M)	QoQ -4.04% (-$28.2K) YoY +18.93% (+$106.5K)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.2K	QoQ +2.16% (+25) YoY +2.16% (+25)	All Managers (Combined)	$649.0K	0.3% ($649.0K/$233.2M)	QoQ +25.60% (+$132.3K) YoY +112.93% (+$344.2K)
RTX Corp(RTXcusip75513E101)	4.7K	QoQ +0.40% (+19) YoY -4.83% (-240)	All Managers (Combined)	$626.0K	0.3% ($626.0K/$233.2M)	QoQ +14.91% (+$81.2K) YoY +29.23% (-$141.6K)
Philip Morris International Inc.(PMcusip718172109)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$624.7K	0.3% ($624.7K/$233.2M)	QoQ +31.89% (+$151.0K) YoY +73.24% (+$264.1K)
ANALOG DEVICES INC(ADIcusip032654105)	3.0K	QoQ -3.73% (-118) YoY -6.57% (-214)	All Managers (Combined)	$613.3K	0.3% ($613.3K/$233.2M)	QoQ -8.63% (-$58.0K) YoY -4.74% (-$30.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.9K	QoQ -0.36% (-7) YoY +3.62% (+66)	All Managers (Combined)	$577.2K	0.2% ($577.2K/$233.2M)	QoQ +3.98% (-$22.1K) YoY +26.76% (+$121.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.5K	QoQ +0.16% (+4) YoY -3.89% (-101)	All Managers (Combined)	$576.4K	0.2% ($576.4K/$233.2M)	QoQ +14.87% (+$74.6K) YoY +4.33% (-$23.9K)
Mastercard Inc(MAcusip57636Q104)	1.0K	QoQ +7.51% (+72) YoY +25.45% (+209)	All Managers (Combined)	$564.8K	0.2% ($564.8K/$233.2M)	QoQ +11.92% (+$60.2K) YoY +42.85% (+$169.4K)