ZULLO INVESTMENT GROUP, INC.

Filed: 10/23/2025ACC: 0001909760-25-000002

📋 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 $270.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

152

Positions

$270.44M

Total AUM (reported)

1.84M

Total Shares

Allocation by class

COM$178.41M66.0%

CL A$14.45M5.3%

TECHNOLOGY$9.34M3.5%

FINANCIAL$5.67M2.1%

CAP STK CL C$4.61M1.7%

COMMUNICATION$3.47M1.3%

INDL$3.26M1.2%

Portfolio Concentration

Top 3$83.07M30.7%

4–10$50.06M18.5%

11–25$42.75M15.8%

Rest$94.56M35.0%

Top 3 weight

30.7%

Top 10 weight

49.2%

Voting Authority Distribution

Total shares with voting rights: 1.84M

Sole

Full voting authority

203.34K

% of voting shares11.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.64M

% 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

SOLE

COM

Shares161.88K

TypeSH

Market value$41.22M

15.24%

Sole

7.41K

Shared

0.00

None

154.47K

NVIDIA CORPORATION

SOLE

COM

Shares131.82K

TypeSH

Market value$24.60M

9.09%

Sole

10.75K

Shared

0.00

None

121.08K

MICROSOFT CORP

SOLE

COM

Shares33.32K

TypeSH

Market value$17.26M

6.38%

Sole

2.28K

Shared

0.00

None

31.04K

META PLATFORMS INC

SOLE

CL A

Shares13.33K

TypeSH

Market value$9.79M

3.62%

Sole

1.32K

Shared

0.00

None

12.01K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares33.15K

TypeSH

Market value$9.34M

3.45%

Sole

2.28K

Shared

0.00

None

30.87K

AMAZON COM INC

SOLE

COM

Shares42.19K

TypeSH

Market value$9.26M

3.43%

Sole

4.88K

Shared

0.00

None

37.31K

JPMORGAN CHASE & CO.

SOLE

COM

Shares20.72K

TypeSH

Market value$6.54M

2.42%

Sole

836.00

Shared

0.00

None

19.89K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares105.17K

TypeSH

Market value$5.67M

2.09%

Sole

10.18K

Shared

0.00

None

95K

TESLA INC

SOLE

COM

Shares10.91K

TypeSH

Market value$4.85M

1.79%

Sole

1.38K

Shared

0.00

None

9.54K

ALPHABET INC

SOLE

CAP STK CL C

Shares18.94K

TypeSH

Market value$4.61M

1.71%

Sole

2.02K

Shared

0.00

None

16.92K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares29.27K

TypeSH

Market value$3.47M

1.28%

Sole

2.76K

Shared

0.00

None

26.52K

NETFLIX INC

SOLE

COM

Shares2.73K

TypeSH

Market value$3.28M

1.21%

Sole

298.00

Shared

0.00

None

2.44K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares21.13K

TypeSH

Market value$3.26M

1.21%

Sole

1.91K

Shared

0.00

None

19.23K

HOME DEPOT INC

SOLE

COM

Shares7.85K

TypeSH

Market value$3.18M

1.18%

Sole

658.00

Shared

0.00

None

7.19K

WALMART INC

SOLE

COM

Shares28.94K

TypeSH

Market value$2.98M

1.10%

Sole

1.82K

Shared

0.00

None

27.12K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares107.83K

TypeSH

Market value$2.94M

1.09%

Sole

12.44K

Shared

0.00

None

95.40K

ALPHABET INC

SOLE

CAP STK CL A

Shares11.77K

TypeSH

Market value$2.86M

1.06%

Sole

813.00

Shared

0.00

None

10.96K

SELECT SECTOR SPDR TR

SOLE

SBI CONS DISCR

Shares11.71K

TypeSH

Market value$2.81M

1.04%

Sole

1.20K

Shared

0.00

None

10.52K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares31.05K

TypeSH

Market value$2.77M

1.03%

Sole

4.01K

Shared

0.00

None

27.03K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares19.69K

TypeSH

Market value$2.74M

1.01%

Sole

2.11K

Shared

0.00

None

17.58K

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares29.90K

TypeSH

Market value$2.61M

0.96%

Sole

3.07K

Shared

0.00

None

26.83K

JOHNSON & JOHNSON

SOLE

COM

Shares13.68K

TypeSH

Market value$2.54M

0.94%

Sole

945.00

Shared

0.00

None

12.74K

VISA INC

SOLE

COM CL A

Shares7.36K

TypeSH

Market value$2.51M

0.93%

Sole

345.00

Shared

0.00

None

7.01K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.99K

TypeSH

Market value$2.44M

0.90%

Sole

0.00

Shared

0.00

None

3.99K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.70K

TypeSH

Market value$2.36M

0.87%

Sole

92.00

Shared

0.00

None

4.60K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	161.88K	SH	$41.22M 15.24%	7.41K	154.47K
NVIDIA CORPORATIONSOLE	COM	131.82K	SH	$24.60M 9.09%	10.75K	121.08K
MICROSOFT CORPSOLE	COM	33.32K	SH	$17.26M 6.38%	2.28K	31.04K
META PLATFORMS INCSOLE	CL A	13.33K	SH	$9.79M 3.62%	1.32K	12.01K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	33.15K	SH	$9.34M 3.45%	2.28K	30.87K
AMAZON COM INCSOLE	COM	42.19K	SH	$9.26M 3.43%	4.88K	37.31K
JPMORGAN CHASE & CO.SOLE	COM	20.72K	SH	$6.54M 2.42%	836.00	19.89K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	105.17K	SH	$5.67M 2.09%	10.18K	95K
TESLA INCSOLE	COM	10.91K	SH	$4.85M 1.79%	1.38K	9.54K
ALPHABET INCSOLE	CAP STK CL C	18.94K	SH	$4.61M 1.71%	2.02K	16.92K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	29.27K	SH	$3.47M 1.28%	2.76K	26.52K
NETFLIX INCSOLE	COM	2.73K	SH	$3.28M 1.21%	298.00	2.44K
SELECT SECTOR SPDR TRSOLE	INDL	21.13K	SH	$3.26M 1.21%	1.91K	19.23K
HOME DEPOT INCSOLE	COM	7.85K	SH	$3.18M 1.18%	658.00	7.19K
WALMART INCSOLE	COM	28.94K	SH	$2.98M 1.10%	1.82K	27.12K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	107.83K	SH	$2.94M 1.09%	12.44K	95.40K
ALPHABET INCSOLE	CAP STK CL A	11.77K	SH	$2.86M 1.06%	813.00	10.96K
SELECT SECTOR SPDR TRSOLE	SBI CONS DISCR	11.71K	SH	$2.81M 1.04%	1.20K	10.52K
SELECT SECTOR SPDR TRSOLE	ENERGY	31.05K	SH	$2.77M 1.03%	4.01K	27.03K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	19.69K	SH	$2.74M 1.01%	2.11K	17.58K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	29.90K	SH	$2.61M 0.96%	3.07K	26.83K
JOHNSON & JOHNSONSOLE	COM	13.68K	SH	$2.54M 0.94%	945.00	12.74K
VISA INCSOLE	COM CL A	7.36K	SH	$2.51M 0.93%	345.00	7.01K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.99K	SH	$2.44M 0.90%	0.00	3.99K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.70K	SH	$2.36M 0.87%	92.00	4.60K

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