Zullo Investment Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001909760

Type: FundHoldings: 146Value: $233.2MLatest: 2025Q1

Zullo Investment Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 146 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 8

Sort by:

Apple Inc.

AAPL|037833100

Shares:169.6K

Value:$37.7M

% of Portfolio:16.2% ($37.7M/$233.2M)

NVIDIA CORP

NVDA|67066G104

Shares:135.0K

Value:$14.6M

% of Portfolio:6.3% ($14.6M/$233.2M)

MICROSOFT CORP

MSFT|594918104

Shares:34.4K

Value:$12.9M

% of Portfolio:5.5% ($12.9M/$233.2M)

AMAZON COM INC

AMZN|023135106

Shares:44.6K

Value:$8.5M

% of Portfolio:3.6% ($8.5M/$233.2M)

Meta Platforms, Inc.

META|30303M102

Shares:13.1K

Value:$7.5M

% of Portfolio:3.2% ($7.5M/$233.2M)

81369Y803

XLK|81369Y803

Shares:32.6K

Value:$6.7M

% of Portfolio:2.9% ($6.7M/$233.2M)

81369Y605

Shares:104.3K

Value:$5.2M

% of Portfolio:2.2% ($5.2M/$233.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.7K

Value:$5.1M

% of Portfolio:2.2% ($5.1M/$233.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$4.0M

% of Portfolio:1.7% ($4.0M/$233.2M)

HOME DEPOT, INC.

HD|437076102

Shares:8.7K

Value:$3.2M

% of Portfolio:1.4% ($3.2M/$233.2M)

Walmart Inc.

WMT|931142103

Shares:35.3K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$233.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.5K

Value:$2.9M

% of Portfolio:1.3% ($2.9M/$233.2M)

Alphabet Inc.

GOOG|02079K107

Shares:18.6K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$233.2M)

81369Y506

Shares:30.7K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$233.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.3K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$233.2M)

81369Y209

Shares:19.5K

Value:$2.8M

% of Portfolio:1.2% ($2.8M/$233.2M)

81369Y852

Shares:28.4K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$233.2M)

Tesla, Inc.

TSLA|88160R101

Shares:10.5K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$233.2M)

808524797

SCHD|808524797

Shares:95.4K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$233.2M)

81369Y704

Shares:20.3K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$233.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	169.6K	QoQ -1.02% (-1.7K) YoY -1.31% (-2.3K)	All Managers (Combined)	$37.7M	16.2% ($37.7M/$233.2M)	QoQ -12.20% (-$5.2M) YoY +27.83% (-$8.2M)
NVIDIA CORP(NVDAcusip67066G104)	135.0K	QoQ -3.35% (-4.7K) YoY +947.65% (+122.1K)	All Managers (Combined)	$14.6M	6.3% ($14.6M/$233.2M)	QoQ -22.00% (-$4.1M) YoY +25.66% (+$3.0M)
MICROSOFT CORP(MSFTcusip594918104)	34.4K	QoQ -0.31% (-109) YoY +1.12% (-384)	All Managers (Combined)	$12.9M	5.5% ($12.9M/$233.2M)	QoQ -11.22% (-$1.6M) YoY -9.77% (-$1.4M)
AMAZON COM INC(AMZNcusip023135106)	44.6K	QoQ -1.83% (-834) YoY -2.17% (-994)	All Managers (Combined)	$8.5M	3.6% ($8.5M/$233.2M)	QoQ -14.86% (-$1.5M) YoY +3.17% (-$261.7K)
Meta Platforms, Inc.(METAcusip30303M102)	13.1K	QoQ -3.19% (-432) YoY -2.05% (-274)	All Managers (Combined)	$7.5M	3.2% ($7.5M/$233.2M)	QoQ -4.70% (-$372.6K) YoY +16.25% (-$1.1M)
(XLKcusip81369Y803)	32.6K	QoQ -0.47% (-154) YoY -0.63% (-210)	All Managers (Combined)	$6.7M	2.9% ($6.7M/$233.2M)	QoQ -11.61% (-$885.0K) YoY -1.49% (-$102.2K)
(cusip81369Y605)✕	104.3K	QoQ -0.19% (-207) YoY -0.40% (-429)	All Managers (Combined)	$5.2M	2.2% ($5.2M/$233.2M)	QoQ +2.85% (-$144.4K) YoY +17.77% (-$784.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.7K	QoQ +0.67% (+138) YoY +1.42% (+291)	All Managers (Combined)	$5.1M	2.2% ($5.1M/$233.2M)	QoQ +3.01% (+$148.4K) YoY +24.21% (+$987.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.0M	1.7% ($4.0M/$233.2M)	QoQ +17.25% (+$587.6K) YoY +25.84% (+$820.0K)
HOME DEPOT, INC.(HDcusip437076102)	8.7K	QoQ +1.82% (-156) YoY +6.55% (+536)	All Managers (Combined)	$3.2M	1.4% ($3.2M/$233.2M)	QoQ -4.06% (-$135.3K) YoY +1.80% (+$56.5K)
Walmart Inc.(WMTcusip931142103)	35.3K	QoQ -12.09% (-4.9K) YoY -10.58% (-4.2K)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$233.2M)	QoQ -14.58% (-$529.1K) YoY +30.45% (-$723.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.5K	QoQ +0.01% (+1) YoY -4.59% (-264)	All Managers (Combined)	$2.9M	1.3% ($2.9M/$233.2M)	QoQ +17.49% (+$434.7K) YoY +20.80% (-$502.8K)
Alphabet Inc.(GOOGcusip02079K107)	18.6K	QoQ -4.43% (-864) YoY -3.09% (-595)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$233.2M)	QoQ -21.60% (-$802.2K) YoY -0.56% (-$16.7K)
(cusip81369Y506)✕	30.7K	QoQ +0.80% (+244) YoY +2.42% (+728)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$233.2M)	QoQ +9.96% (+$260.2K) YoY +1.38% (+$39.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	17.3K	QoQ +2.46% (+415) YoY -1.92% (-339)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$233.2M)	QoQ +17.49% (+$426.3K) YoY +2.81% (-$78.3K)
(cusip81369Y209)✕	19.5K	QoQ +0.81% (+157) YoY +3.32% (+627)	All Managers (Combined)	$2.8M	1.2% ($2.8M/$233.2M)	QoQ +6.99% (+$186.1K) YoY +2.11% (+$59.0K)
(cusip81369Y852)✕	28.4K	QoQ +0.28% (-80) YoY -1.91% (-555)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$233.2M)	QoQ -0.09% (-$2.5K) YoY +15.84% (-$374.8K)
Tesla, Inc.(TSLAcusip88160R101)	10.5K	QoQ +2.67% (-274) YoY +5.73% (+570)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$233.2M)	QoQ -34.10% (-$1.4M) YoY +55.88% (+$975.8K)
(SCHDcusip808524797)	95.4K	QoQ +3.68% (+3.4K) YoY +191.63% (+62.7K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$233.2M)	QoQ +6.11% (+$153.7K) YoY +1.12% (+$29.8K)
(cusip81369Y704)✕	20.3K	QoQ -0.04% (-9) YoY +0.76% (+154)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$233.2M)	QoQ -0.57% (-$15.3K) YoY +4.84% (+$122.9K)