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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Autodesk, Inc.

ADSK|052769106

Shares:1.0K

Value:$268.3K

% of Portfolio:0.1% ($268.3K/$233.2M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:5.2K

Value:$262.1K

% of Portfolio:0.1% ($262.1K/$233.2M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:3.0K

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$233.2M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.7K

Value:$253.7K

% of Portfolio:0.1% ($253.7K/$233.2M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:5.2K

Value:$252.5K

% of Portfolio:0.1% ($252.5K/$233.2M)

464287226

Shares:2.5K

Value:$249.8K

% of Portfolio:0.1% ($249.8K/$233.2M)

FIDELITY D & D BANCORP INC

FDBC|31609R100

Shares:5.9K

Value:$247.3K

% of Portfolio:0.1% ($247.3K/$233.2M)

Medtronic plc

MDT|G5960L103

Shares:2.7K

Value:$244.9K

% of Portfolio:0.1% ($244.9K/$233.2M)

CUMMINS INC

CMI|231021106

Shares:775

Value:$243.2K

% of Portfolio:0.1% ($243.2K/$233.2M)

46432F842

IEFA|46432F842

Shares:3.2K

Value:$242.7K

% of Portfolio:0.1% ($242.7K/$233.2M)

921908844

VIG|921908844

Shares:1.2K

Value:$237.6K

% of Portfolio:0.1% ($237.6K/$233.2M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.2K

Value:$233.2K

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

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:2.2K

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$233.2M)

Phillips 66

PSX|718546104

Shares:1.8K

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$233.2M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:908

Value:$219.9K

% of Portfolio:0.1% ($219.9K/$233.2M)

464287291

Shares:2.8K

Value:$215.2K

% of Portfolio:0.1% ($215.2K/$233.2M)

464287804

IJR|464287804

Shares:2.0K

Value:$213.5K

% of Portfolio:0.1% ($213.5K/$233.2M)

PAYCHEX INC

PAYX|704326107

Shares:1.4K

Value:$209.8K

% of Portfolio:0.1% ($209.8K/$233.2M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:884

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$233.2M)

TWO HARBORS INVESTMENT CORP.

TWO|90187B804

Shares:15.5K

Value:$207.6K

% of Portfolio:0.1% ($207.6K/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Autodesk, Inc.(ADSKcusip052769106)	1.0K	QoQ -0.09% (-1) YoY -8.96% (-101)	All Managers (Combined)	$268.3K	0.1% ($268.3K/$233.2M)	QoQ -11.51% (-$34.9K) YoY -8.48% (-$24.9K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	5.2K	QoQ -1.41% (-75) YoY +5512.90% (-5.1K)	All Managers (Combined)	$262.1K	0.1% ($262.1K/$233.2M)	QoQ -17.91% (-$57.2K) YoY -3.04% (-$8.2K)
Seagate Technology Holdings plc(STXcusipG7997R103)	3.0K	QoQ -7.38% (-239) YoY -12.32% (-421)	All Managers (Combined)	$254.5K	0.1% ($254.5K/$233.2M)	QoQ -8.84% (-$24.7K) YoY -19.95% (-$63.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.7K	QoQ -3.62% (-102) YoY -16.00% (-516)	All Managers (Combined)	$253.7K	0.1% ($253.7K/$233.2M)	QoQ -0.67% (-$1.7K) YoY -12.60% (-$36.6K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	5.2K	QoQ -0.36% (-19) YoY -3.49% (-189)	All Managers (Combined)	$252.5K	0.1% ($252.5K/$233.2M)	QoQ -15.90% (-$47.8K) YoY -47.92% (-$232.4K)
(cusip464287226)✕	2.5K	QoQ -4.28% (-113) YoY -18.94% (-590)	All Managers (Combined)	$249.8K	0.1% ($249.8K/$233.2M)	QoQ -2.28% (-$5.8K) YoY -18.12% (-$55.3K)
FIDELITY D & D BANCORP INC(FDBCcusip31609R100)	5.9K	QoQ 0.00% (-0) YoY -4.03% (-250)	All Managers (Combined)	$247.3K	0.1% ($247.3K/$233.2M)	QoQ -14.73% (-$42.7K) YoY -17.55% (-$52.6K)
Medtronic plc(MDTcusipG5960L103)	2.7K	QoQ -1.19% (-33) YoY -11.64% (-359)	All Managers (Combined)	$244.9K	0.1% ($244.9K/$233.2M)	QoQ +11.14% (-$24.6K) YoY -8.89% (-$23.9K)
CUMMINS INC(CMIcusip231021106)	775	QoQ -1.89% (-15) YoY -1.52% (-12)	All Managers (Combined)	$243.2K	0.1% ($243.2K/$233.2M)	QoQ -11.74% (-$32.4K) YoY +4.87% (-$11.3K)
(IEFAcusip46432F842)	3.2K	QoQ -0.12% (-4) YoY -12.75% (-469)	All Managers (Combined)	$242.7K	0.1% ($242.7K/$233.2M)	QoQ +7.50% (-$16.9K) YoY -11.07% (-$30.2K)
(VIGcusip921908844)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$237.6K	0.1% ($237.6K/$233.2M)	QoQ -0.93% (-$2.3K) YoY +6.23% (+$13.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.2K	QoQ -1.56% (-51) YoY NEW(+3.2K)	All Managers (Combined)	$233.2K	0.1% ($233.2K/$233.2M)	QoQ -0.90% (-$2.1K) YoY NEW(+$233.2K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	2.2K	QoQ +12.48% (-239) YoY NEW(+2.2K)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$233.2M)	QoQ -2.62% (-$6.2K) YoY NEW(+$230.0K)
Phillips 66(PSXcusip718546104)	1.8K	QoQ +0.56% (+10) YoY -1.38% (-25)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$233.2M)	QoQ +8.94% (+$18.1K) YoY -25.47% (-$75.3K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	908	QoQ NEW(+908) YoY NEW(+908)	All Managers (Combined)	$219.9K	0.1% ($219.9K/$233.2M)	QoQ NEW(+$219.9K) YoY NEW(+$219.9K)
(cusip464287291)✕	2.8K	QoQ -17.60% (-607) YoY -18.15% (-630)	All Managers (Combined)	$215.2K	0.1% ($215.2K/$233.2M)	QoQ -26.36% (-$77.0K) YoY -17.13% (-$44.5K)
(IJRcusip464287804)	2.0K	QoQ -2.66% (-56) YoY -8.38% (-187)	All Managers (Combined)	$213.5K	0.1% ($213.5K/$233.2M)	QoQ -11.69% (-$28.3K) YoY -13.37% (-$33.0K)
PAYCHEX INC(PAYXcusip704326107)	1.4K	QoQ -4.82% (-69) YoY NEW(+1.4K)	All Managers (Combined)	$209.8K	0.1% ($209.8K/$233.2M)	QoQ +4.71% (-$9.4K) YoY NEW(+$209.8K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	884	QoQ -2.85% (-26) YoY -4.84% (-45)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$233.2M)	QoQ -2.02% (-$4.3K) YoY -11.66% (-$27.6K)
TWO HARBORS INVESTMENT CORP.(TWOcusip90187B804)	15.5K	QoQ -20.35% (-4.0K) YoY NEW(+15.5K)	All Managers (Combined)	$207.6K	0.1% ($207.6K/$233.2M)	QoQ -10.05% (-$23.2K) YoY NEW(+$207.6K)