ZULLO INVESTMENT GROUP, INC.

Filed: 2/3/2025ACC: 0001085146-25-000702

📋 What this filing means

ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $247.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

148

Positions

$247.66M

Total AUM (reported)

1.79M

Total Shares

Allocation by class

COM$167.06M67.5%

CL A$15.43M6.2%

TECHNOLOGY$7.62M3.1%

FINANCIAL$5.05M2.0%

CAP STK CL C$3.71M1.5%

CL B$3.08M1.2%

COMMUNICATION$2.74M1.1%

Portfolio Concentration

Top 3$76.23M30.8%

4–10$43.32M17.5%

11–25$40.44M16.3%

Rest$87.67M35.4%

Top 3 weight

30.8%

Top 10 weight

48.3%

Voting Authority Distribution

Total shares with voting rights: 1.79M

Sole

Full voting authority

152.24K

% of voting shares8.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.64M

% of voting shares91.5%

Investment Discretion (by position count)

Sole148

Shared0

Other0

Dominant voting typeNone · 91.5% of voting shares

Institutional Holdings148

Rows:

APPLE INC

SOLE

COM

Shares171.34K

TypeSH

Market value$42.91M

17.33%

Sole

4.87K

Shared

0.00

None

166.47K

NVIDIA CORPORATION

SOLE

COM

Shares139.69K

TypeSH

Market value$18.76M

7.57%

Sole

8.65K

Shared

0.00

None

131.03K

MICROSOFT CORP

SOLE

COM

Shares34.55K

TypeSH

Market value$14.56M

5.88%

Sole

1.66K

Shared

0.00

None

32.89K

AMAZON COM INC

SOLE

COM

Shares45.47K

TypeSH

Market value$9.98M

4.03%

Sole

3.99K

Shared

0.00

None

41.48K

META PLATFORMS INC

SOLE

CL A

Shares13.52K

TypeSH

Market value$7.91M

3.20%

Sole

923.00

Shared

0.00

None

12.59K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares32.76K

TypeSH

Market value$7.62M

3.08%

Sole

1.83K

Shared

0.00

None

30.93K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares104.52K

TypeSH

Market value$5.05M

2.04%

Sole

8.80K

Shared

0.00

None

95.72K

JPMORGAN CHASE & CO.

SOLE

COM

Shares20.52K

TypeSH

Market value$4.92M

1.99%

Sole

692.00

Shared

0.00

None

19.82K

TESLA INC

SOLE

COM

Shares10.23K

TypeSH

Market value$4.13M

1.67%

Sole

582.00

Shared

0.00

None

9.65K

ALPHABET INC

SOLE

CAP STK CL C

Shares19.50K

TypeSH

Market value$3.71M

1.50%

Sole

1.69K

Shared

0.00

None

17.80K

WALMART INC

SOLE

COM

Shares40.15K

TypeSH

Market value$3.63M

1.46%

Sole

1.68K

Shared

0.00

None

38.47K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares5.00

TypeSH

Market value$3.40M

1.37%

Sole

0.00

Shared

0.00

None

5.00

HOME DEPOT INC

SOLE

COM

Shares8.55K

TypeSH

Market value$3.33M

1.34%

Sole

463.00

Shared

0.00

None

8.09K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares28.32K

TypeSH

Market value$2.74M

1.11%

Sole

1.99K

Shared

0.00

None

26.33K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares20.29K

TypeSH

Market value$2.67M

1.08%

Sole

1.50K

Shared

0.00

None

18.79K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares19.33K

TypeSH

Market value$2.66M

1.07%

Sole

1.54K

Shared

0.00

None

17.79K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares30.48K

TypeSH

Market value$2.61M

1.05%

Sole

3.08K

Shared

0.00

None

27.41K

PROCTER AND GAMBLE CO

SOLE

COM

Shares15.26K

TypeSH

Market value$2.56M

1.03%

Sole

480.00

Shared

0.00

None

14.78K

SELECT SECTOR SPDR TR

SOLE

SBI CONS DISCR

Shares11.25K

TypeSH

Market value$2.52M

1.02%

Sole

929.00

Shared

0.00

None

10.32K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares92.01K

TypeSH

Market value$2.51M

1.01%

Sole

6.61K

Shared

0.00

None

85.40K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares5.48K

TypeSH

Market value$2.48M

1.00%

Sole

581.00

Shared

0.00

None

4.90K

JOHNSON & JOHNSON

SOLE

COM

Shares16.85K

TypeSH

Market value$2.44M

0.98%

Sole

750.00

Shared

0.00

None

16.10K

NETFLIX INC

SOLE

COM

Shares2.66K

TypeSH

Market value$2.37M

0.96%

Sole

201.00

Shared

0.00

None

2.46K

VISA INC

SOLE

COM CL A

Shares7.26K

TypeSH

Market value$2.30M

0.93%

Sole

241.00

Shared

0.00

None

7.02K

UNITED PARCEL SERVICE INC

SOLE

CL B

Shares17.49K

TypeSH

Market value$2.21M

0.89%

Sole

925.00

Shared

0.00

None

16.57K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	171.34K	SH	$42.91M 17.33%	4.87K	166.47K
NVIDIA CORPORATIONSOLE	COM	139.69K	SH	$18.76M 7.57%	8.65K	131.03K
MICROSOFT CORPSOLE	COM	34.55K	SH	$14.56M 5.88%	1.66K	32.89K
AMAZON COM INCSOLE	COM	45.47K	SH	$9.98M 4.03%	3.99K	41.48K
META PLATFORMS INCSOLE	CL A	13.52K	SH	$7.91M 3.20%	923.00	12.59K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	32.76K	SH	$7.62M 3.08%	1.83K	30.93K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	104.52K	SH	$5.05M 2.04%	8.80K	95.72K
JPMORGAN CHASE & CO.SOLE	COM	20.52K	SH	$4.92M 1.99%	692.00	19.82K
TESLA INCSOLE	COM	10.23K	SH	$4.13M 1.67%	582.00	9.65K
ALPHABET INCSOLE	CAP STK CL C	19.50K	SH	$3.71M 1.50%	1.69K	17.80K
WALMART INCSOLE	COM	40.15K	SH	$3.63M 1.46%	1.68K	38.47K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	5.00	SH	$3.40M 1.37%	0.00	5.00
HOME DEPOT INCSOLE	COM	8.55K	SH	$3.33M 1.34%	463.00	8.09K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	28.32K	SH	$2.74M 1.11%	1.99K	26.33K
SELECT SECTOR SPDR TRSOLE	INDL	20.29K	SH	$2.67M 1.08%	1.50K	18.79K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	19.33K	SH	$2.66M 1.07%	1.54K	17.79K
SELECT SECTOR SPDR TRSOLE	ENERGY	30.48K	SH	$2.61M 1.05%	3.08K	27.41K
PROCTER AND GAMBLE COSOLE	COM	15.26K	SH	$2.56M 1.03%	480.00	14.78K
SELECT SECTOR SPDR TRSOLE	SBI CONS DISCR	11.25K	SH	$2.52M 1.02%	929.00	10.32K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	92.01K	SH	$2.51M 1.01%	6.61K	85.40K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	5.48K	SH	$2.48M 1.00%	581.00	4.90K
JOHNSON & JOHNSONSOLE	COM	16.85K	SH	$2.44M 0.98%	750.00	16.10K
NETFLIX INCSOLE	COM	2.66K	SH	$2.37M 0.96%	201.00	2.46K
VISA INCSOLE	COM CL A	7.26K	SH	$2.30M 0.93%	241.00	7.02K
UNITED PARCEL SERVICE INCSOLE	CL B	17.49K	SH	$2.21M 0.89%	925.00	16.57K

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