← Back to Discover
Zullo Investment Group, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $309,722,796
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $52,273,014
- NVIDIA CORPORATION · COM · 67066G104 · shares: $28,040,648
- MICROSOFT CORP · COM · 594918104 · shares: $17,611,548
- SELECT SECTOR SPDR TR · ST STR TECHN ETF · 81369Y803 · shares: $12,529,165
- AMAZON COM INC · COM · 023135106 · shares: $10,127,449
- META PLATFORMS INC · CL A · 30303M102 · shares: $8,981,610
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $6,595,918
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $6,488,938
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $5,904,825
- SELECT SECTOR SPDR TR · ST STR FINL ETF · 81369Y605 · shares: $5,624,848
Reported holdings
156 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 156,966 shares | $52,273,014 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 122,780 shares | $28,040,648 |
| MICROSOFT CORP | COM | 594918104 | — | 34,337 shares | $17,611,548 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 64,005 shares | $12,529,165 |
| AMAZON COM INC | COM | 023135106 | — | 40,648 shares | $10,127,449 |
| META PLATFORMS INC | CL A | 30303M102 | — | 12,385 shares | $8,981,610 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 19,937 shares | $6,595,918 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 10,607 shares | $6,488,938 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 17,329 shares | $5,904,825 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 105,334 shares | $5,624,848 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 141,591 shares | $4,605,982 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 17,216 shares | $4,557,936 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 11,727 shares | $4,035,046 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 64,894 shares | $3,990,995 |
| TESLA INC | COM | 88160R101 | — | 10,031 shares | $3,559,099 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 20,884 shares | $3,487,320 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 20,646 shares | $3,477,276 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 12,952 shares | $3,429,111 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 28,357 shares | $3,146,789 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 2,685 shares | $2,860,134 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 4,015 shares | $2,813,953 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 3,001 shares | $2,767,942 |
| WALMART INC | COM | 931142103 | — | 26,616 shares | $2,765,976 |
| VISA INC | COM CL A | 92826C839 | — | 7,358 shares | $2,644,052 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 23,217 shares | $2,526,968 |
| BROADCOM INC | COM | 11135F101 | — | 6,949 shares | $2,440,618 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 60,472 shares | $2,385,031 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 18,601 shares | $2,337,588 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,019 shares | $2,312,418 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,636 shares | $2,308,840 |
| HOME DEPOT INC | COM | 437076102 | — | 7,796 shares | $2,217,976 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 2,460 shares | $2,215,632 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 43,706 shares | $2,128,496 |
| ELI LILLY & CO | COM | 532457108 | — | 1,828 shares | $2,116,114 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 14,223 shares | $2,066,339 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 10,400 shares | $1,956,172 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 23,859 shares | $1,923,058 |
| NETFLIX INC. | COM | 64110L106 | — | 27,064 shares | $1,883,113 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 40,782 shares | $1,870,704 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,958 shares | $1,782,581 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 17,824 shares | $1,742,173 |
| CISCO SYS INC | COM | 17275R102 | — | 15,778 shares | $1,698,242 |
| FEDEX CORP | COM | 31428X106 | — | 5,798 shares | $1,653,217 |
| CATERPILLAR INC | COM | 149123101 | — | 1,971 shares | $1,598,813 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 8,177 shares | $1,529,508 |
| MERCK & CO INC | COM | 58933Y105 | — | 10,363 shares | $1,505,906 |
| ABBVIE INC | COM | 00287Y109 | — | 5,613 shares | $1,468,539 |
| MCDONALDS CORP | COM | 580135101 | — | 6,295 shares | $1,453,880 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 15,421 shares | $1,440,942 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | 337344105 | — | 8,650 shares | $1,407,615 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 3,687 shares | $1,353,773 |
| CHEVRON CORPORATION | COM | 166764100 | — | 6,177 shares | $1,261,527 |
| PPL CORP | COM | 69351T106 | — | 37,467 shares | $1,232,320 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 8,298 shares | $1,230,593 |
| QUALCOMM INC | COM | 747525103 | — | 6,545 shares | $1,204,563 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 7,399 shares | $1,204,232 |
| BOEING CO | COM | 097023105 | — | 6,426 shares | $1,195,557 |
| PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | — | 107,431 shares | $1,182,822 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 26,807 shares | $1,096,698 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,866 shares | $1,070,325 |
| ANALOG DEVICES INC | COM | 032654105 | — | 2,587 shares | $1,026,406 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 13,311 shares | $931,788 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,186 shares | $877,509 |
| RTX CORPORATION | COM | 75513E101 | — | 4,721 shares | $876,494 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,705 shares | $868,397 |
| SSGA ACTIVE TR | STATE STREET US | 78470P408 | — | 12,993 shares | $862,865 |
| TARGET CORP | COM | 87612E106 | — | 5,478 shares | $858,445 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 7,550 shares | $857,567 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,604 shares | $855,536 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 2,118 shares | $841,503 |
| SERVICENOW INC | COM | 81762P102 | — | 5,940 shares | $796,019 |
| LOWES COS INC | COM | 548661107 | — | 4,316 shares | $795,472 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 5,272 shares | $795,334 |
| COCA COLA CO | COM | 191216100 | — | 9,195 shares | $791,506 |
| SALESFORCE INC | COM | 79466L302 | — | 3,388 shares | $777,940 |
| PEPSICO INC | COM | 713448108 | — | 6,126 shares | $776,312 |
| MARATHON PETE CORP | COM | 56585A102 | — | 1,924 shares | $760,788 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 3,926 shares | $749,229 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 979 shares | $746,615 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 10,657 shares | $730,111 |
| BANK OF AMER CORP | COM | 060505104 | — | 13,045 shares | $710,060 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 4,215 shares | $700,914 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 9,150 shares | $693,077 |
| INTEL CORP | COM | 458140100 | — | 5,640 shares | $678,186 |
| CITIGROUP INC | COM NEW | 172967424 | — | 5,225 shares | $676,557 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 2,583 shares | $664,794 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,134 shares | $625,551 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 1,255 shares | $611,662 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 8,464 shares | $609,010 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 1,985 shares | $574,975 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 6,240 shares | $562,286 |
| PHILLIPS 66 | COM | 718546104 | — | 2,187 shares | $558,599 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 1,421 shares | $551,110 |
| DISNEY WALT CO | COM | 254687106 | — | 5,183 shares | $543,739 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,596 shares | $529,768 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 18,750 shares | $524,250 |
| NUCOR CORP | COM | 670346105 | — | 2,195 shares | $513,148 |
| 3M CO | COM | 88579Y101 | — | 3,103 shares | $509,451 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,811 shares | $503,362 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,641 shares | $499,076 |