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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STARBUCKS CORP

SBUX|855244109

Shares:3.9K

Value:$378.4K

% of Portfolio:0.2% ($378.4K/$233.2M)

CITIGROUP INC

C|172967424

Shares:5.3K

Value:$376.9K

% of Portfolio:0.2% ($376.9K/$233.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.2K

Value:$370.8K

% of Portfolio:0.2% ($370.8K/$233.2M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.7K

Value:$355.9K

% of Portfolio:0.2% ($355.9K/$233.2M)

BlackRock, Inc.

BLK|09290D101

Shares:373

Value:$353.0K

% of Portfolio:0.2% ($353.0K/$233.2M)

464287655

IWM|464287655

Shares:1.7K

Value:$348.9K

% of Portfolio:0.1% ($348.9K/$233.2M)

ALLSTATE CORP

ALL|020002101

Shares:1.7K

Value:$343.7K

% of Portfolio:0.1% ($343.7K/$233.2M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.2K

Value:$343.1K

% of Portfolio:0.1% ($343.1K/$233.2M)

33738R506

Shares:5.7K

Value:$336.4K

% of Portfolio:0.1% ($336.4K/$233.2M)

NUCOR CORP

NUE|670346105

Shares:2.8K

Value:$335.7K

% of Portfolio:0.1% ($335.7K/$233.2M)

ADOBE INC.

ADBE|00724F101

Shares:856

Value:$328.3K

% of Portfolio:0.1% ($328.3K/$233.2M)

AFLAC INC

AFL|001055102

Shares:2.9K

Value:$326.2K

% of Portfolio:0.1% ($326.2K/$233.2M)

ORACLE CORP

ORCL|68389X105

Shares:2.3K

Value:$326.0K

% of Portfolio:0.1% ($326.0K/$233.2M)

COMCAST CORP

CMCSA|20030N101

Shares:8.8K

Value:$324.7K

% of Portfolio:0.1% ($324.7K/$233.2M)

Chubb Ltd

CB|H1467J104

Shares:1.1K

Value:$323.4K

% of Portfolio:0.1% ($323.4K/$233.2M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.8K

Value:$322.1K

% of Portfolio:0.1% ($322.1K/$233.2M)

SOUTHERN CO

SO|842587107

Shares:3.3K

Value:$305.9K

% of Portfolio:0.1% ($305.9K/$233.2M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.0K

Value:$295.0K

% of Portfolio:0.1% ($295.0K/$233.2M)

808524862

Shares:11.9K

Value:$289.9K

% of Portfolio:0.1% ($289.9K/$233.2M)

464287309

IVW|464287309

Shares:3.1K

Value:$289.4K

% of Portfolio:0.1% ($289.4K/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STARBUCKS CORP(SBUXcusip855244109)	3.9K	QoQ -2.15% (-85) YoY -20.47% (-993)	All Managers (Combined)	$378.4K	0.2% ($378.4K/$233.2M)	QoQ +5.17% (-$18.6K) YoY -14.65% (-$65.0K)
CITIGROUP INC(Ccusip172967424)	5.3K	QoQ +4.20% (+214) YoY +13.02% (+612)	All Managers (Combined)	$376.9K	0.2% ($376.9K/$233.2M)	QoQ +5.06% (+$18.2K) YoY +26.87% (+$79.8K)
Palo Alto Networks Inc(PANWcusip697435105)	2.2K	QoQ +0.69% (-15) YoY +73.97% (+924)	All Managers (Combined)	$370.8K	0.2% ($370.8K/$233.2M)	QoQ -5.56% (-$21.9K) YoY +4.48% (+$15.9K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.7K	QoQ -0.99% (-17) YoY -2.13% (-37)	All Managers (Combined)	$355.9K	0.2% ($355.9K/$233.2M)	QoQ -1.46% (-$5.3K) YoY -3.88% (-$14.4K)
BlackRock, Inc.(BLKcusip09290D101)	373	QoQ +0.81% (-3) YoY NEW(+373)	All Managers (Combined)	$353.0K	0.2% ($353.0K/$233.2M)	QoQ -6.92% (-$26.3K) YoY NEW(+$353.0K)
(IWMcusip464287655)	1.7K	QoQ +0.05% (-1) YoY -9.93% (-193)	All Managers (Combined)	$348.9K	0.1% ($348.9K/$233.2M)	QoQ -9.69% (-$37.5K) YoY -14.56% (-$59.5K)
ALLSTATE CORP(ALLcusip020002101)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$343.7K	0.1% ($343.7K/$233.2M)	QoQ +7.40% (+$23.7K) YoY +19.68% (+$56.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.2K	QoQ +1.21% (+14) YoY -7.47% (-94)	All Managers (Combined)	$343.1K	0.1% ($343.1K/$233.2M)	QoQ +2.85% (+$9.5K) YoY +12.53% (-$38.2K)
(cusip33738R506)✕	5.7K	QoQ +0.59% (-34) YoY -37.93% (-3.5K)	All Managers (Combined)	$336.4K	0.1% ($336.4K/$233.2M)	QoQ -0.43% (-$1.5K) YoY -35.31% (-$183.7K)
NUCOR CORP(NUEcusip670346105)	2.8K	QoQ +1.86% (+51) YoY +0.94% (-26)	All Managers (Combined)	$335.7K	0.1% ($335.7K/$233.2M)	QoQ +4.98% (+$15.9K) YoY -38.63% (-$211.4K)
ADOBE INC.(ADBEcusip00724F101)	856	QoQ +9.74% (-76) YoY +8.35% (-66)	All Managers (Combined)	$328.3K	0.1% ($328.3K/$233.2M)	QoQ -5.34% (-$18.5K) YoY -17.64% (-$70.3K)
AFLAC INC(AFLcusip001055102)	2.9K	QoQ -1.90% (-57) YoY -8.05% (-257)	All Managers (Combined)	$326.2K	0.1% ($326.2K/$233.2M)	QoQ +5.44% (-$16.8K) YoY +19.07% (-$52.3K)
ORACLE CORP(ORCLcusip68389X105)	2.3K	QoQ +6.05% (-133) YoY +8.26% (+178)	All Managers (Combined)	$326.0K	0.1% ($326.0K/$233.2M)	QoQ -11.02% (-$40.4K) YoY +20.51% (+$55.5K)
COMCAST CORP(CMCSAcusip20030N101)	8.8K	QoQ -0.17% (-15) YoY -16.51% (-1.7K)	All Managers (Combined)	$324.7K	0.1% ($324.7K/$233.2M)	QoQ -1.85% (-$6.1K) YoY -28.93% (-$132.2K)
Chubb Ltd(CBcusipH1467J104)	1.1K	QoQ -2.01% (-22) YoY +27.04% (+228)	All Managers (Combined)	$323.4K	0.1% ($323.4K/$233.2M)	QoQ +7.09% (-$21.4K) YoY +48.05% (+$105.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.8K	QoQ +1.43% (-26) YoY +1.43% (+26)	All Managers (Combined)	$322.1K	0.1% ($322.1K/$233.2M)	QoQ -7.60% (-$26.5K) YoY +10.30% (+$30.1K)
SOUTHERN CO(SOcusip842587107)	3.3K	QoQ -1.04% (-35) YoY -5.64% (-199)	All Managers (Combined)	$305.9K	0.1% ($305.9K/$233.2M)	QoQ +10.50% (-$29.1K) YoY +20.89% (-$52.9K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.0K	QoQ +1.96% (+39) YoY +6.29% (-120)	All Managers (Combined)	$295.0K	0.1% ($295.0K/$233.2M)	QoQ +6.48% (+$18.0K) YoY -23.14% (-$88.8K)
(cusip808524862)✕	11.9K	QoQ +10.76% (+1.2K) YoY +82.76% (-5.4K)	All Managers (Combined)	$289.9K	0.1% ($289.9K/$233.2M)	QoQ +12.04% (+$31.2K) YoY -7.72% (-$24.3K)
(IVWcusip464287309)	3.1K	QoQ 0.00% (-0) YoY -1.42% (-45)	All Managers (Combined)	$289.4K	0.1% ($289.4K/$233.2M)	QoQ -8.56% (-$27.1K) YoY +8.37% (-$22.4K)