ZULLO INVESTMENT GROUP, INC.

Filed: 1/26/2026ACC: 0001909760-26-000001

📋 What this filing means

ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $273.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

154

Positions

$273.37M

Total AUM (reported)

1.93M

Total Shares

Allocation by class

COM$179.12M65.5%

CL A$13.09M4.8%

STATE STREET TEC$9.41M3.4%

CAP STK CL C$5.86M2.1%

STATE STREET FIN$5.78M2.1%

STATE STREET CON$4.56M1.7%

CAP STK CL A$3.67M1.3%

Portfolio Concentration

Top 3$84.16M30.8%

4–10$50.80M18.6%

11–25$43.38M15.9%

Rest$95.03M34.8%

Top 3 weight

30.8%

Top 10 weight

49.4%

Voting Authority Distribution

Total shares with voting rights: 1.93M

Sole

Full voting authority

227.76K

% of voting shares11.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.71M

% of voting shares88.2%

Investment Discretion (by position count)

Sole154

Shared0

Other0

Dominant voting typeNone · 88.2% of voting shares

Institutional Holdings154

Rows:

APPLE INC

SOLE

COM

Shares161.34K

TypeSH

Market value$43.86M

16.04%

Sole

6.51K

Shared

0.00

None

154.83K

NVIDIA CORPORATION

SOLE

COM

Shares130.54K

TypeSH

Market value$24.35M

8.91%

Sole

8.46K

Shared

0.00

None

122.08K

MICROSOFT CORP

SOLE

COM

Shares32.98K

TypeSH

Market value$15.95M

5.84%

Sole

2.53K

Shared

0.00

None

30.45K

AMAZON COM INC

SOLE

COM

Shares41.87K

TypeSH

Market value$9.66M

3.53%

Sole

4.12K

Shared

0.00

None

37.75K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares65.36K

TypeSH

Market value$9.41M

3.44%

Sole

3.96K

Shared

0.00

None

61.41K

META PLATFORMS INC

SOLE

CL A

Shares13.03K

TypeSH

Market value$8.60M

3.15%

Sole

836.00

Shared

0.00

None

12.19K

JPMORGAN CHASE & CO.

SOLE

COM

Shares20.54K

TypeSH

Market value$6.62M

2.42%

Sole

1.22K

Shared

0.00

None

19.31K

ALPHABET INC

SOLE

CAP STK CL C

Shares18.66K

TypeSH

Market value$5.86M

2.14%

Sole

2.18K

Shared

0.00

None

16.48K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares105.51K

TypeSH

Market value$5.78M

2.11%

Sole

7.24K

Shared

0.00

None

98.27K

TESLA INC

SOLE

COM

Shares10.84K

TypeSH

Market value$4.88M

1.78%

Sole

1.31K

Shared

0.00

None

9.53K

ALPHABET INC

SOLE

CAP STK CL A

Shares11.73K

TypeSH

Market value$3.67M

1.34%

Sole

904.00

Shared

0.00

None

10.82K

SELECT SECTOR SPDR TR

SOLE

STATE STREET COM

Shares29.56K

TypeSH

Market value$3.48M

1.27%

Sole

3.06K

Shared

0.00

None

26.50K

SELECT SECTOR SPDR TR

SOLE

STATE STREET IND

Shares21.01K

TypeSH

Market value$3.26M

1.19%

Sole

2.14K

Shared

0.00

None

18.87K

WALMART INC

SOLE

COM

Shares28.70K

TypeSH

Market value$3.20M

1.17%

Sole

1.99K

Shared

0.00

None

26.71K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares19.98K

TypeSH

Market value$3.09M

1.13%

Sole

2.57K

Shared

0.00

None

17.41K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares108.02K

TypeSH

Market value$2.96M

1.08%

Sole

13.11K

Shared

0.00

None

94.92K

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares23.29K

TypeSH

Market value$2.78M

1.02%

Sole

2.65K

Shared

0.00

None

20.64K

JOHNSON & JOHNSON

SOLE

COM

Shares13.24K

TypeSH

Market value$2.74M

1.00%

Sole

1.54K

Shared

0.00

None

11.70K

SELECT SECTOR SPDR TR

SOLE

STATE STREET ENE

Shares60.99K

TypeSH

Market value$2.73M

1.00%

Sole

8.24K

Shared

0.00

None

52.75K

HOME DEPOT INC

SOLE

COM

Shares7.88K

TypeSH

Market value$2.71M

0.99%

Sole

853.00

Shared

0.00

None

7.03K

NETFLIX INC

SOLE

COM

Shares27.64K

TypeSH

Market value$2.59M

0.95%

Sole

1.80K

Shared

0.00

None

25.84K

VISA INC

SOLE

COM CL A

Shares7.33K

TypeSH

Market value$2.57M

0.94%

Sole

428.00

Shared

0.00

None

6.90K

SELECT SECTOR SPDR TR

SOLE

STATE STREET UTI

Shares60.21K

TypeSH

Market value$2.57M

0.94%

Sole

5.94K

Shared

0.00

None

54.27K

BROADCOM INC

SOLE

COM

Shares7.28K

TypeSH

Market value$2.52M

0.92%

Sole

1.19K

Shared

0.00

None

6.10K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.99K

TypeSH

Market value$2.50M

0.92%

Sole

0.00

Shared

0.00

None

3.99K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	161.34K	SH	$43.86M 16.04%	6.51K	154.83K
NVIDIA CORPORATIONSOLE	COM	130.54K	SH	$24.35M 8.91%	8.46K	122.08K
MICROSOFT CORPSOLE	COM	32.98K	SH	$15.95M 5.84%	2.53K	30.45K
AMAZON COM INCSOLE	COM	41.87K	SH	$9.66M 3.53%	4.12K	37.75K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	65.36K	SH	$9.41M 3.44%	3.96K	61.41K
META PLATFORMS INCSOLE	CL A	13.03K	SH	$8.60M 3.15%	836.00	12.19K
JPMORGAN CHASE & CO.SOLE	COM	20.54K	SH	$6.62M 2.42%	1.22K	19.31K
ALPHABET INCSOLE	CAP STK CL C	18.66K	SH	$5.86M 2.14%	2.18K	16.48K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	105.51K	SH	$5.78M 2.11%	7.24K	98.27K
TESLA INCSOLE	COM	10.84K	SH	$4.88M 1.78%	1.31K	9.53K
ALPHABET INCSOLE	CAP STK CL A	11.73K	SH	$3.67M 1.34%	904.00	10.82K
SELECT SECTOR SPDR TRSOLE	STATE STREET COM	29.56K	SH	$3.48M 1.27%	3.06K	26.50K
SELECT SECTOR SPDR TRSOLE	STATE STREET IND	21.01K	SH	$3.26M 1.19%	2.14K	18.87K
WALMART INCSOLE	COM	28.70K	SH	$3.20M 1.17%	1.99K	26.71K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	19.98K	SH	$3.09M 1.13%	2.57K	17.41K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	108.02K	SH	$2.96M 1.08%	13.11K	94.92K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	23.29K	SH	$2.78M 1.02%	2.65K	20.64K
JOHNSON & JOHNSONSOLE	COM	13.24K	SH	$2.74M 1.00%	1.54K	11.70K
SELECT SECTOR SPDR TRSOLE	STATE STREET ENE	60.99K	SH	$2.73M 1.00%	8.24K	52.75K
HOME DEPOT INCSOLE	COM	7.88K	SH	$2.71M 0.99%	853.00	7.03K
NETFLIX INCSOLE	COM	27.64K	SH	$2.59M 0.95%	1.80K	25.84K
VISA INCSOLE	COM CL A	7.33K	SH	$2.57M 0.94%	428.00	6.90K
SELECT SECTOR SPDR TRSOLE	STATE STREET UTI	60.21K	SH	$2.57M 0.94%	5.94K	54.27K
BROADCOM INCSOLE	COM	7.28K	SH	$2.52M 0.92%	1.19K	6.10K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.99K	SH	$2.50M 0.92%	0.00	3.99K

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