Filed: 11/8/2022ACC: 0001398344-22-021623
📋 What this filing means
ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 782 equity positions with a total reported market value of $154.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
782
Positions
$154.9K
Total AUM (reported)
1.94M
Total Shares
Allocation by class
COM$100.9K65.1%
CL A$5.6K3.6%
TECHNOLOGY$3.6K2.3%
CL B$3.4K2.2%
FINANCIAL$3.0K2.0%
US DIVIDEND EQ$2.1K1.3%
SBI HEALTHCARE$1.9K1.2%
Portfolio Concentration
Top 3$35.3K22.8%
4–10$19.5K12.6%
11–25$25.8K16.6%
Rest$74.3K48.0%
Top 3 weight
22.8%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 1.94M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole782
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings782
Rows:
APPLE INC
SOLEShares168.65K
TypeSH
Market value$23.3K
15.04%
Sole
0.00
Shared
0.00
None
168.65K
MICROSOFT CORP
SOLEShares30.24K
TypeSH
Market value$7.0K
4.55%
Sole
0.00
Shared
0.00
None
30.24K
AMAZON COM INC
SOLEShares43.57K
TypeSH
Market value$4.9K
3.18%
Sole
0.00
Shared
0.00
None
43.57K
SELECT SECTOR SPDR TR
SOLEShares30.01K
TypeSH
Market value$3.6K
2.30%
Sole
0.00
Shared
0.00
None
30.01K
VERIZON COMMUNICATIONS INC
SOLEShares81.71K
TypeSH
Market value$3.1K
2.00%
Sole
0.00
Shared
0.00
None
81.71K
SELECT SECTOR SPDR TR
SOLEShares99.90K
TypeSH
Market value$3.0K
1.96%
Sole
0.00
Shared
0.00
None
99.90K
JOHNSON & JOHNSON
SOLEShares17.16K
TypeSH
Market value$2.8K
1.81%
Sole
0.00
Shared
0.00
None
17.16K
UNITED PARCEL SERVICE INC
SOLEShares15.49K
TypeSH
Market value$2.5K
1.62%
Sole
0.00
Shared
0.00
None
15.49K
TESLA INC
SOLEShares9.32K
TypeSH
Market value$2.5K
1.60%
Sole
0.00
Shared
0.00
None
9.32K
SCHWAB STRATEGIC TR
SOLEShares31.01K
TypeSH
Market value$2.1K
1.33%
Sole
0.00
Shared
0.00
None
31.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.00
TypeSH
Market value$2.0K
1.31%
Sole
0.00
Shared
0.00
None
5.00
SELECT SECTOR SPDR TR
SOLEShares15.74K
TypeSH
Market value$1.9K
1.23%
Sole
0.00
Shared
0.00
None
15.74K
JPMORGAN CHASE & CO
SOLEShares18.22K
TypeSH
Market value$1.9K
1.23%
Sole
0.00
Shared
0.00
None
18.22K
SELECT SECTOR SPDR TR
SOLEShares26.26K
TypeSH
Market value$1.9K
1.22%
Sole
0.00
Shared
0.00
None
26.26K
HOME DEPOT INC
SOLEShares6.72K
TypeSH
Market value$1.9K
1.20%
Sole
0.00
Shared
0.00
None
6.72K
PROCTER AND GAMBLE CO
SOLEShares14.68K
TypeSH
Market value$1.9K
1.20%
Sole
0.00
Shared
0.00
None
14.68K
ALPHABET INC
SOLEShares18.61K
TypeSH
Market value$1.8K
1.15%
Sole
0.00
Shared
0.00
None
18.61K
NVIDIA CORPORATION
SOLEShares14.66K
TypeSH
Market value$1.8K
1.15%
Sole
0.00
Shared
0.00
None
14.66K
WALMART INC
SOLEShares13.25K
TypeSH
Market value$1.7K
1.11%
Sole
0.00
Shared
0.00
None
13.25K
META PLATFORMS INC
SOLEShares12.34K
TypeSH
Market value$1.7K
1.08%
Sole
0.00
Shared
0.00
None
12.34K
SELECT SECTOR SPDR TR
SOLEShares24.56K
TypeSH
Market value$1.6K
1.04%
Sole
0.00
Shared
0.00
None
24.56K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.86K
TypeSH
Market value$1.6K
1.01%
Sole
0.00
Shared
0.00
None
5.86K
UNITEDHEALTH GROUP INC
SOLEShares2.96K
TypeSH
Market value$1.5K
0.97%
Sole
0.00
Shared
0.00
None
2.96K
SELECT SECTOR SPDR TR
SOLEShares16.96K
TypeSH
Market value$1.4K
0.91%
Sole
0.00
Shared
0.00
None
16.96K
VANGUARD INDEX FDS
SOLEShares3.99K
TypeSH
Market value$1.3K
0.85%
Sole
0.00
Shared
0.00
None
3.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 168.65K | SH | $23.3K 15.04% | 0.00 | 0.00 | 168.65K |
MICROSOFT CORPSOLE | COM | 30.24K | SH | $7.0K 4.55% | 0.00 | 0.00 | 30.24K |
AMAZON COM INCSOLE | COM | 43.57K | SH | $4.9K 3.18% | 0.00 | 0.00 | 43.57K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 30.01K | SH | $3.6K 2.30% | 0.00 | 0.00 | 30.01K |
VERIZON COMMUNICATIONS INCSOLE | COM | 81.71K | SH | $3.1K 2.00% | 0.00 | 0.00 | 81.71K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 99.90K | SH | $3.0K 1.96% | 0.00 | 0.00 | 99.90K |
JOHNSON & JOHNSONSOLE | COM | 17.16K | SH | $2.8K 1.81% | 0.00 | 0.00 | 17.16K |
UNITED PARCEL SERVICE INCSOLE | CL B | 15.49K | SH | $2.5K 1.62% | 0.00 | 0.00 | 15.49K |
TESLA INCSOLE | COM | 9.32K | SH | $2.5K 1.60% | 0.00 | 0.00 | 9.32K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 31.01K | SH | $2.1K 1.33% | 0.00 | 0.00 | 31.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $2.0K 1.31% | 0.00 | 0.00 | 5.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 15.74K | SH | $1.9K 1.23% | 0.00 | 0.00 | 15.74K |
JPMORGAN CHASE & COSOLE | COM | 18.22K | SH | $1.9K 1.23% | 0.00 | 0.00 | 18.22K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 26.26K | SH | $1.9K 1.22% | 0.00 | 0.00 | 26.26K |
HOME DEPOT INCSOLE | COM | 6.72K | SH | $1.9K 1.20% | 0.00 | 0.00 | 6.72K |
PROCTER AND GAMBLE COSOLE | COM | 14.68K | SH | $1.9K 1.20% | 0.00 | 0.00 | 14.68K |
ALPHABET INCSOLE | CAP STK CL C | 18.61K | SH | $1.8K 1.15% | 0.00 | 0.00 | 18.61K |
NVIDIA CORPORATIONSOLE | COM | 14.66K | SH | $1.8K 1.15% | 0.00 | 0.00 | 14.66K |
WALMART INCSOLE | COM | 13.25K | SH | $1.7K 1.11% | 0.00 | 0.00 | 13.25K |
META PLATFORMS INCSOLE | CL A | 12.34K | SH | $1.7K 1.08% | 0.00 | 0.00 | 12.34K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 24.56K | SH | $1.6K 1.04% | 0.00 | 0.00 | 24.56K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.86K | SH | $1.6K 1.01% | 0.00 | 0.00 | 5.86K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.96K | SH | $1.5K 0.97% | 0.00 | 0.00 | 2.96K |
SELECT SECTOR SPDR TRSOLE | SBI INT-INDS | 16.96K | SH | $1.4K 0.91% | 0.00 | 0.00 | 16.96K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.99K | SH | $1.3K 0.85% | 0.00 | 0.00 | 3.99K |
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