Filed: 7/24/2025ACC: 0001085146-25-004138
📋 What this filing means
ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $246.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
152
Positions
$246.56M
Total AUM (reported)
1.80M
Total Shares
Allocation by class
COM$161.92M65.7%
CL A$14.36M5.8%
TECHNOLOGY$8.35M3.4%
FINANCIAL$5.46M2.2%
CAP STK CL C$3.35M1.4%
COMMUNICATION$3.13M1.3%
INDL$3.06M1.2%
Portfolio Concentration
Top 3$71.37M28.9%
4–10$46.06M18.7%
11–25$39.59M16.1%
Rest$89.55M36.3%
Top 3 weight
28.9%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Sole
Full voting authority
199.76K
shares
% of voting shares11.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.60M
shares
% of voting shares88.9%
Investment Discretion (by position count)
Sole152
Shared0
Other0
Dominant voting typeNone · 88.9% of voting shares
Institutional Holdings152
Rows:
APPLE INC
SOLEShares162.13K
TypeSH
Market value$33.27M
13.49%
Sole
6.14K
Shared
0.00
None
155.99K
NVIDIA CORPORATION
SOLEShares136.20K
TypeSH
Market value$21.52M
8.73%
Sole
9.73K
Shared
0.00
None
126.47K
MICROSOFT CORP
SOLEShares33.34K
TypeSH
Market value$16.58M
6.73%
Sole
2.07K
Shared
0.00
None
31.26K
META PLATFORMS INC
SOLEShares13.42K
TypeSH
Market value$9.91M
4.02%
Sole
1.04K
Shared
0.00
None
12.38K
AMAZON COM INC
SOLEShares42.17K
TypeSH
Market value$9.25M
3.75%
Sole
4.60K
Shared
0.00
None
37.57K
SELECT SECTOR SPDR TR
SOLEShares32.98K
TypeSH
Market value$8.35M
3.39%
Sole
2.15K
Shared
0.00
None
30.83K
JPMORGAN CHASE & CO.
SOLEShares20.72K
TypeSH
Market value$6.01M
2.44%
Sole
746.00
Shared
0.00
None
19.97K
SELECT SECTOR SPDR TR
SOLEShares104.21K
TypeSH
Market value$5.46M
2.21%
Sole
9.48K
Shared
0.00
None
94.73K
NETFLIX INC
SOLEShares2.71K
TypeSH
Market value$3.64M
1.47%
Sole
232.00
Shared
0.00
None
2.48K
TESLA INC
SOLEShares10.85K
TypeSH
Market value$3.45M
1.40%
Sole
791.00
Shared
0.00
None
10.06K
ALPHABET INC
SOLEShares18.90K
TypeSH
Market value$3.35M
1.36%
Sole
1.94K
Shared
0.00
None
16.96K
SELECT SECTOR SPDR TR
SOLEShares28.82K
TypeSH
Market value$3.13M
1.27%
Sole
2.57K
Shared
0.00
None
26.25K
SELECT SECTOR SPDR TR
SOLEShares20.76K
TypeSH
Market value$3.06M
1.24%
Sole
1.76K
Shared
0.00
None
18.99K
HOME DEPOT INC
SOLEShares7.85K
TypeSH
Market value$2.88M
1.17%
Sole
609.00
Shared
0.00
None
7.24K
WALMART INC
SOLEShares28.94K
TypeSH
Market value$2.83M
1.15%
Sole
1.81K
Shared
0.00
None
27.14K
SELECT SECTOR SPDR TR
SOLEShares19.39K
TypeSH
Market value$2.61M
1.06%
Sole
1.89K
Shared
0.00
None
17.50K
VISA INC
SOLEShares7.33K
TypeSH
Market value$2.60M
1.06%
Sole
330.00
Shared
0.00
None
7K
SCHWAB STRATEGIC TR
SOLEShares97.15K
TypeSH
Market value$2.57M
1.04%
Sole
9.96K
Shared
0.00
None
87.19K
SELECT SECTOR SPDR TR
SOLEShares30.01K
TypeSH
Market value$2.55M
1.03%
Sole
3.71K
Shared
0.00
None
26.31K
SELECT SECTOR SPDR TR
SOLEShares11.48K
TypeSH
Market value$2.50M
1.01%
Sole
1.08K
Shared
0.00
None
10.40K
PROCTER AND GAMBLE CO
SOLEShares15.03K
TypeSH
Market value$2.40M
0.97%
Sole
3.74K
Shared
0.00
None
11.29K
SELECT SECTOR SPDR TR
SOLEShares28.73K
TypeSH
Market value$2.35M
0.95%
Sole
2.82K
Shared
0.00
None
25.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.67K
TypeSH
Market value$2.27M
0.92%
Sole
581.00
Shared
0.00
None
4.09K
VANGUARD INDEX FDS
SOLEShares3.99K
TypeSH
Market value$2.27M
0.92%
Sole
0.00
Shared
0.00
None
3.99K
CROWDSTRIKE HLDGS INC
SOLEShares4.37K
TypeSH
Market value$2.22M
0.90%
Sole
18.00
Shared
0.00
None
4.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 162.13K | SH | $33.27M 13.49% | 6.14K | 0.00 | 155.99K |
NVIDIA CORPORATIONSOLE | COM | 136.20K | SH | $21.52M 8.73% | 9.73K | 0.00 | 126.47K |
MICROSOFT CORPSOLE | COM | 33.34K | SH | $16.58M 6.73% | 2.07K | 0.00 | 31.26K |
META PLATFORMS INCSOLE | CL A | 13.42K | SH | $9.91M 4.02% | 1.04K | 0.00 | 12.38K |
AMAZON COM INCSOLE | COM | 42.17K | SH | $9.25M 3.75% | 4.60K | 0.00 | 37.57K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 32.98K | SH | $8.35M 3.39% | 2.15K | 0.00 | 30.83K |
JPMORGAN CHASE & CO.SOLE | COM | 20.72K | SH | $6.01M 2.44% | 746.00 | 0.00 | 19.97K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 104.21K | SH | $5.46M 2.21% | 9.48K | 0.00 | 94.73K |
NETFLIX INCSOLE | COM | 2.71K | SH | $3.64M 1.47% | 232.00 | 0.00 | 2.48K |
TESLA INCSOLE | COM | 10.85K | SH | $3.45M 1.40% | 791.00 | 0.00 | 10.06K |
ALPHABET INCSOLE | CAP STK CL C | 18.90K | SH | $3.35M 1.36% | 1.94K | 0.00 | 16.96K |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 28.82K | SH | $3.13M 1.27% | 2.57K | 0.00 | 26.25K |
SELECT SECTOR SPDR TRSOLE | INDL | 20.76K | SH | $3.06M 1.24% | 1.76K | 0.00 | 18.99K |
HOME DEPOT INCSOLE | COM | 7.85K | SH | $2.88M 1.17% | 609.00 | 0.00 | 7.24K |
WALMART INCSOLE | COM | 28.94K | SH | $2.83M 1.15% | 1.81K | 0.00 | 27.14K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 19.39K | SH | $2.61M 1.06% | 1.89K | 0.00 | 17.50K |
VISA INCSOLE | COM CL A | 7.33K | SH | $2.60M 1.06% | 330.00 | 0.00 | 7K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 97.15K | SH | $2.57M 1.04% | 9.96K | 0.00 | 87.19K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 30.01K | SH | $2.55M 1.03% | 3.71K | 0.00 | 26.31K |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 11.48K | SH | $2.50M 1.01% | 1.08K | 0.00 | 10.40K |
PROCTER AND GAMBLE COSOLE | COM | 15.03K | SH | $2.40M 0.97% | 3.74K | 0.00 | 11.29K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 28.73K | SH | $2.35M 0.95% | 2.82K | 0.00 | 25.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.67K | SH | $2.27M 0.92% | 581.00 | 0.00 | 4.09K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.99K | SH | $2.27M 0.92% | 0.00 | 0.00 | 3.99K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.37K | SH | $2.22M 0.90% | 18.00 | 0.00 | 4.35K |
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