ZULLO INVESTMENT GROUP, INC.

Filed: 5/1/2025ACC: 0001085146-25-002533

📋 What this filing means

ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $233.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

146

Positions

$233.23M

Total AUM (reported)

1.83M

Total Shares

Allocation by class

COM$154.42M66.2%

CL A$15.69M6.7%

TECHNOLOGY$6.73M2.9%

FINANCIAL$5.20M2.2%

CL B NEW$2.92M1.3%

CAP STK CL C$2.91M1.2%

ENERGY$2.87M1.2%

Portfolio Concentration

Top 3$65.23M28.0%

4–10$40.21M17.2%

11–25$40.71M17.5%

Rest$87.07M37.3%

Top 3 weight

28.0%

Top 10 weight

45.2%

Voting Authority Distribution

Total shares with voting rights: 1.83M

Sole

Full voting authority

170.36K

% of voting shares9.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.66M

% of voting shares90.7%

Investment Discretion (by position count)

Sole146

Shared0

Other0

Dominant voting typeNone · 90.7% of voting shares

Institutional Holdings146

Rows:

APPLE INC

SOLE

COM

Shares169.59K

TypeSH

Market value$37.67M

16.15%

Sole

5.53K

Shared

0.00

None

164.06K

NVIDIA CORPORATION

SOLE

COM

Shares135K

TypeSH

Market value$14.63M

6.27%

Sole

9.24K

Shared

0.00

None

125.77K

MICROSOFT CORP

SOLE

COM

Shares34.44K

TypeSH

Market value$12.93M

5.54%

Sole

1.74K

Shared

0.00

None

32.71K

AMAZON COM INC

SOLE

COM

Shares44.63K

TypeSH

Market value$8.49M

3.64%

Sole

4.24K

Shared

0.00

None

40.39K

META PLATFORMS INC

SOLE

CL A

Shares13.08K

TypeSH

Market value$7.54M

3.23%

Sole

945.00

Shared

0.00

None

12.14K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares32.61K

TypeSH

Market value$6.73M

2.89%

Sole

1.90K

Shared

0.00

None

30.71K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares104.31K

TypeSH

Market value$5.20M

2.23%

Sole

8.81K

Shared

0.00

None

95.50K

JPMORGAN CHASE & CO.

SOLE

COM

Shares20.65K

TypeSH

Market value$5.07M

2.17%

Sole

731.00

Shared

0.00

None

19.92K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares5.00

TypeSH

Market value$3.99M

1.71%

Sole

0.00

Shared

0.00

None

5.00

HOME DEPOT INC

SOLE

COM

Shares8.71K

TypeSH

Market value$3.19M

1.37%

Sole

511.00

Shared

0.00

None

8.20K

WALMART INC

SOLE

COM

Shares35.29K

TypeSH

Market value$3.10M

1.33%

Sole

1.66K

Shared

0.00

None

33.63K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares5.48K

TypeSH

Market value$2.92M

1.25%

Sole

582.00

Shared

0.00

None

4.90K

ALPHABET INC

SOLE

CAP STK CL C

Shares18.63K

TypeSH

Market value$2.91M

1.25%

Sole

1.80K

Shared

0.00

None

16.83K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares30.73K

TypeSH

Market value$2.87M

1.23%

Sole

3.24K

Shared

0.00

None

27.49K

JOHNSON & JOHNSON

SOLE

COM

Shares17.26K

TypeSH

Market value$2.86M

1.23%

Sole

823.00

Shared

0.00

None

16.44K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares19.49K

TypeSH

Market value$2.85M

1.22%

Sole

1.64K

Shared

0.00

None

17.85K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares28.41K

TypeSH

Market value$2.74M

1.17%

Sole

2.09K

Shared

0.00

None

26.32K

TESLA INC

SOLE

COM

Shares10.50K

TypeSH

Market value$2.72M

1.17%

Sole

611.00

Shared

0.00

None

9.89K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares95.40K

TypeSH

Market value$2.67M

1.14%

Sole

8.97K

Shared

0.00

None

86.44K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares20.28K

TypeSH

Market value$2.66M

1.14%

Sole

1.55K

Shared

0.00

None

18.73K

VISA INC

SOLE

COM CL A

Shares7.36K

TypeSH

Market value$2.58M

1.11%

Sole

286.00

Shared

0.00

None

7.07K

PROCTER AND GAMBLE CO

SOLE

COM

Shares14.95K

TypeSH

Market value$2.55M

1.09%

Sole

514.00

Shared

0.00

None

14.43K

NETFLIX INC

SOLE

COM

Shares2.70K

TypeSH

Market value$2.52M

1.08%

Sole

220.00

Shared

0.00

None

2.48K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares9.75K

TypeSH

Market value$2.42M

1.04%

Sole

491.00

Shared

0.00

None

9.26K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares51.88K

TypeSH

Market value$2.35M

1.01%

Sole

1.73K

Shared

0.00

None

50.15K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	169.59K	SH	$37.67M 16.15%	5.53K	164.06K
NVIDIA CORPORATIONSOLE	COM	135K	SH	$14.63M 6.27%	9.24K	125.77K
MICROSOFT CORPSOLE	COM	34.44K	SH	$12.93M 5.54%	1.74K	32.71K
AMAZON COM INCSOLE	COM	44.63K	SH	$8.49M 3.64%	4.24K	40.39K
META PLATFORMS INCSOLE	CL A	13.08K	SH	$7.54M 3.23%	945.00	12.14K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	32.61K	SH	$6.73M 2.89%	1.90K	30.71K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	104.31K	SH	$5.20M 2.23%	8.81K	95.50K
JPMORGAN CHASE & CO.SOLE	COM	20.65K	SH	$5.07M 2.17%	731.00	19.92K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	5.00	SH	$3.99M 1.71%	0.00	5.00
HOME DEPOT INCSOLE	COM	8.71K	SH	$3.19M 1.37%	511.00	8.20K
WALMART INCSOLE	COM	35.29K	SH	$3.10M 1.33%	1.66K	33.63K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	5.48K	SH	$2.92M 1.25%	582.00	4.90K
ALPHABET INCSOLE	CAP STK CL C	18.63K	SH	$2.91M 1.25%	1.80K	16.83K
SELECT SECTOR SPDR TRSOLE	ENERGY	30.73K	SH	$2.87M 1.23%	3.24K	27.49K
JOHNSON & JOHNSONSOLE	COM	17.26K	SH	$2.86M 1.23%	823.00	16.44K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	19.49K	SH	$2.85M 1.22%	1.64K	17.85K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	28.41K	SH	$2.74M 1.17%	2.09K	26.32K
TESLA INCSOLE	COM	10.50K	SH	$2.72M 1.17%	611.00	9.89K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	95.40K	SH	$2.67M 1.14%	8.97K	86.44K
SELECT SECTOR SPDR TRSOLE	INDL	20.28K	SH	$2.66M 1.14%	1.55K	18.73K
VISA INCSOLE	COM CL A	7.36K	SH	$2.58M 1.11%	286.00	7.07K
PROCTER AND GAMBLE COSOLE	COM	14.95K	SH	$2.55M 1.09%	514.00	14.43K
NETFLIX INCSOLE	COM	2.70K	SH	$2.52M 1.08%	220.00	2.48K
INTERNATIONAL BUSINESS MACHSSOLE	COM	9.75K	SH	$2.42M 1.04%	491.00	9.26K
VERIZON COMMUNICATIONS INCSOLE	COM	51.88K	SH	$2.35M 1.01%	1.73K	50.15K

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