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:

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.2K

Value:$551.2K

% of Portfolio:0.2% ($551.2K/$233.2M)

3M CO

MMM|88579Y101

Shares:3.7K

Value:$540.0K

% of Portfolio:0.2% ($540.0K/$233.2M)

464287507

IJH|464287507

Shares:9.2K

Value:$538.1K

% of Portfolio:0.2% ($538.1K/$233.2M)

464287150

ITOT|464287150

Shares:4.4K

Value:$537.3K

% of Portfolio:0.2% ($537.3K/$233.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.0K

Value:$528.3K

% of Portfolio:0.2% ($528.3K/$233.2M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:13.9K

Value:$527.3K

% of Portfolio:0.2% ($527.3K/$233.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:905

Value:$506.2K

% of Portfolio:0.2% ($506.2K/$233.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.4K

Value:$497.5K

% of Portfolio:0.2% ($497.5K/$233.2M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.7K

Value:$458.1K

% of Portfolio:0.2% ($458.1K/$233.2M)

46429B663

Shares:3.8K

Value:$454.2K

% of Portfolio:0.2% ($454.2K/$233.2M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.3K

Value:$454.2K

% of Portfolio:0.2% ($454.2K/$233.2M)

CLOROX CO /DE/

CLX|189054109

Shares:3.0K

Value:$439.5K

% of Portfolio:0.2% ($439.5K/$233.2M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.4K

Value:$432.9K

% of Portfolio:0.2% ($432.9K/$233.2M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.0K

Value:$428.4K

% of Portfolio:0.2% ($428.4K/$233.2M)

922908769

VTI|922908769

Shares:1.6K

Value:$426.3K

% of Portfolio:0.2% ($426.3K/$233.2M)

AMGEN INC

AMGN|031162100

Shares:1.4K

Value:$424.3K

% of Portfolio:0.2% ($424.3K/$233.2M)

Kraft Heinz Co

KHC|500754106

Shares:13.6K

Value:$414.8K

% of Portfolio:0.2% ($414.8K/$233.2M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.9K

Value:$414.0K

% of Portfolio:0.2% ($414.0K/$233.2M)

922908736

VUG|922908736

Shares:1.1K

Value:$393.1K

% of Portfolio:0.2% ($393.1K/$233.2M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:803

Value:$389.3K

% of Portfolio:0.2% ($389.3K/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.2K	QoQ +0.94% (-11) YoY -4.31% (-53)	All Managers (Combined)	$551.2K	0.2% ($551.2K/$233.2M)	QoQ -7.48% (-$44.6K) YoY +0.99% (-$5.5K)
3M CO(MMMcusip88579Y101)	3.7K	QoQ -18.37% (-828) YoY -19.99% (-919)	All Managers (Combined)	$540.0K	0.2% ($540.0K/$233.2M)	QoQ -7.15% (-$41.6K) YoY +10.75% (-$52.4K)
(IJHcusip464287507)	9.2K	QoQ -5.05% (-491) YoY -13.95% (-1.5K)	All Managers (Combined)	$538.1K	0.2% ($538.1K/$233.2M)	QoQ -11.09% (-$67.1K) YoY -17.34% (-$112.9K)
(ITOTcusip464287150)	4.4K	QoQ -0.51% (-23) YoY -6.95% (-329)	All Managers (Combined)	$537.3K	0.2% ($537.3K/$233.2M)	QoQ -5.63% (-$32.1K) YoY -1.55% (-$8.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.0K	QoQ +3.07% (+119) YoY -0.35% (-14)	All Managers (Combined)	$528.3K	0.2% ($528.3K/$233.2M)	QoQ +20.88% (+$91.3K) YoY +16.29% (-$74.0K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	13.9K	QoQ -1.52% (-215) YoY -1.40% (-199)	All Managers (Combined)	$527.3K	0.2% ($527.3K/$233.2M)	QoQ -2.09% (-$11.3K) YoY -20.61% (-$137.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	905	QoQ -2.16% (-20) YoY +1.57% (+14)	All Managers (Combined)	$506.2K	0.2% ($506.2K/$233.2M)	QoQ -6.61% (-$35.9K) YoY +8.62% (+$40.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.4K	QoQ -1.13% (-27) YoY -10.03% (-262)	All Managers (Combined)	$497.5K	0.2% ($497.5K/$233.2M)	QoQ -7.36% (-$39.6K) YoY -7.22% (-$38.7K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.7K	QoQ -1.98% (-34) YoY -12.40% (-238)	All Managers (Combined)	$458.1K	0.2% ($458.1K/$233.2M)	QoQ +1.34% (-$6.1K) YoY -15.53% (-$84.3K)
(cusip46429B663)✕	3.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$454.2K	0.2% ($454.2K/$233.2M)	QoQ +7.89% (+$33.2K) YoY +9.89% (+$40.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.3K	QoQ +2.37% (+147) YoY +8.93% (+519)	All Managers (Combined)	$454.2K	0.2% ($454.2K/$233.2M)	QoQ +4.62% (+$20.1K) YoY +34.91% (+$117.5K)
CLOROX CO /DE/(CLXcusip189054109)	3.0K	QoQ -1.90% (-58) YoY -13.10% (-450)	All Managers (Combined)	$439.5K	0.2% ($439.5K/$233.2M)	QoQ -11.06% (-$54.7K) YoY -16.42% (-$86.4K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.4K	QoQ -7.61% (-199) YoY -12.91% (-358)	All Managers (Combined)	$432.9K	0.2% ($432.9K/$233.2M)	QoQ -7.09% (-$33.1K) YoY +4.87% (-$20.1K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.0K	QoQ -5.25% (-167) YoY -10.19% (-342)	All Managers (Combined)	$428.4K	0.2% ($428.4K/$233.2M)	QoQ +2.81% (-$11.7K) YoY -1.27% (-$5.5K)
(VTIcusip922908769)	1.6K	QoQ 0.00% (-0) YoY -1.71% (-27)	All Managers (Combined)	$426.3K	0.2% ($426.3K/$233.2M)	QoQ -5.16% (-$23.2K) YoY +3.93% (-$16.2K)
AMGEN INC(AMGNcusip031162100)	1.4K	QoQ -0.14% (-2) YoY +0.73% (+10)	All Managers (Combined)	$424.3K	0.2% ($424.3K/$233.2M)	QoQ +19.30% (-$68.7K) YoY +10.36% (+$39.9K)
Kraft Heinz Co(KHCcusip500754106)	13.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$414.8K	0.2% ($414.8K/$233.2M)	QoQ -0.91% (-$3.8K) YoY -17.53% (-$88.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.9K	QoQ +2.40% (+162) YoY +2.37% (+160)	All Managers (Combined)	$414.0K	0.2% ($414.0K/$233.2M)	QoQ +17.52% (+$61.7K) YoY +40.85% (+$120.1K)
(VUGcusip922908736)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$393.1K	0.2% ($393.1K/$233.2M)	QoQ -9.65% (-$42.0K) YoY +7.73% (+$28.2K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	803	QoQ +0.12% (+1) YoY +1.13% (+9)	All Managers (Combined)	$389.3K	0.2% ($389.3K/$233.2M)	QoQ +20.54% (+$66.3K) YoY +17.29% (+$57.4K)