Filed: 4/15/2026ACC: 0001909760-26-000002
📋 What this filing means
ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $263.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$263.51M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$170.33M64.6%
CL A$11.04M4.2%
STATE STREET TEC$9.05M3.4%
STATE STREET FIN$5.29M2.0%
CAP STK CL C$5.17M2.0%
STATE STREET CON$4.65M1.8%
STATE STREET ENE$4.16M1.6%
Portfolio Concentration
Top 3$75.44M28.6%
4–10$45.88M17.4%
11–25$45.74M17.4%
Rest$96.46M36.6%
Top 3 weight
28.6%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
225.42K
shares
% of voting shares11.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.76M
shares
% of voting shares88.6%
Investment Discretion (by position count)
Sole158
Shared0
Other0
Dominant voting typeNone · 88.6% of voting shares
Institutional Holdings158
Rows:
APPLE INC
SOLEShares159.60K
TypeSH
Market value$40.51M
15.37%
Sole
7.09K
Shared
0.00
None
152.51K
NVIDIA CORPORATION
SOLEShares124.82K
TypeSH
Market value$21.77M
8.26%
Sole
6.56K
Shared
0.00
None
118.26K
MICROSOFT CORP
SOLEShares35.56K
TypeSH
Market value$13.16M
5.00%
Sole
3.08K
Shared
0.00
None
32.47K
SELECT SECTOR SPDR TR
SOLEShares68.08K
TypeSH
Market value$9.05M
3.43%
Sole
4.22K
Shared
0.00
None
63.87K
AMAZON COM INC
SOLEShares41.83K
TypeSH
Market value$8.71M
3.31%
Sole
4.12K
Shared
0.00
None
37.72K
META PLATFORMS INC
SOLEShares12.95K
TypeSH
Market value$7.41M
2.81%
Sole
756.00
Shared
0.00
None
12.19K
JPMORGAN CHASE & CO
SOLEShares20.73K
TypeSH
Market value$6.10M
2.31%
Sole
1.28K
Shared
0.00
None
19.46K
SELECT SECTOR SPDR TR
SOLEShares107.14K
TypeSH
Market value$5.29M
2.01%
Sole
7.96K
Shared
0.00
None
99.18K
ALPHABET INC
SOLEShares18.02K
TypeSH
Market value$5.17M
1.96%
Sole
2.35K
Shared
0.00
None
15.68K
SELECT SECTOR SPDR TR
SOLEShares67.86K
TypeSH
Market value$4.16M
1.58%
Sole
8.81K
Shared
0.00
None
59.05K
TESLA INC
SOLEShares10.11K
TypeSH
Market value$3.76M
1.43%
Sole
1.41K
Shared
0.00
None
8.71K
SCHWAB STRATEGIC TR
SOLEShares119.65K
TypeSH
Market value$3.67M
1.39%
Sole
13.74K
Shared
0.00
None
105.92K
ALPHABET INC
SOLEShares12.59K
TypeSH
Market value$3.62M
1.37%
Sole
2.04K
Shared
0.00
None
10.55K
WALMART INC
SOLEShares28.85K
TypeSH
Market value$3.59M
1.36%
Sole
2.03K
Shared
0.00
None
26.82K
SELECT SECTOR SPDR TR
SOLEShares21.84K
TypeSH
Market value$3.53M
1.34%
Sole
2.25K
Shared
0.00
None
19.59K
SELECT SECTOR SPDR TR
SOLEShares30.76K
TypeSH
Market value$3.41M
1.29%
Sole
3.17K
Shared
0.00
None
27.59K
JOHNSON & JOHNSON
SOLEShares13.55K
TypeSH
Market value$3.31M
1.26%
Sole
1.52K
Shared
0.00
None
12.03K
SELECT SECTOR SPDR TR
SOLEShares20.98K
TypeSH
Market value$3.08M
1.17%
Sole
2.77K
Shared
0.00
None
18.22K
SELECT SECTOR SPDR TR
SOLEShares62.37K
TypeSH
Market value$2.86M
1.09%
Sole
6.24K
Shared
0.00
None
56.13K
SELECT SECTOR SPDR TR
SOLEShares24.48K
TypeSH
Market value$2.67M
1.01%
Sole
2.78K
Shared
0.00
None
21.70K
NETFLIX INC.
SOLEShares27.23K
TypeSH
Market value$2.62M
0.99%
Sole
1.92K
Shared
0.00
None
25.31K
HOME DEPOT INC
SOLEShares7.94K
TypeSH
Market value$2.61M
0.99%
Sole
910.00
Shared
0.00
None
7.03K
VANGUARD INDEX FDS
SOLEShares3.99K
TypeSH
Market value$2.38M
0.90%
Sole
0.00
Shared
0.00
None
3.99K
PROCTER & GAMBLE CO
SOLEShares16.30K
TypeSH
Market value$2.35M
0.89%
Sole
3.98K
Shared
0.00
None
12.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.74K
TypeSH
Market value$2.27M
0.86%
Sole
125.00
Shared
0.00
None
4.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 159.60K | SH | $40.51M 15.37% | 7.09K | 0.00 | 152.51K |
NVIDIA CORPORATIONSOLE | COM | 124.82K | SH | $21.77M 8.26% | 6.56K | 0.00 | 118.26K |
MICROSOFT CORPSOLE | COM | 35.56K | SH | $13.16M 5.00% | 3.08K | 0.00 | 32.47K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 68.08K | SH | $9.05M 3.43% | 4.22K | 0.00 | 63.87K |
AMAZON COM INCSOLE | COM | 41.83K | SH | $8.71M 3.31% | 4.12K | 0.00 | 37.72K |
META PLATFORMS INCSOLE | CL A | 12.95K | SH | $7.41M 2.81% | 756.00 | 0.00 | 12.19K |
JPMORGAN CHASE & COSOLE | COM | 20.73K | SH | $6.10M 2.31% | 1.28K | 0.00 | 19.46K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 107.14K | SH | $5.29M 2.01% | 7.96K | 0.00 | 99.18K |
ALPHABET INCSOLE | CAP STK CL C | 18.02K | SH | $5.17M 1.96% | 2.35K | 0.00 | 15.68K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 67.86K | SH | $4.16M 1.58% | 8.81K | 0.00 | 59.05K |
TESLA INCSOLE | COM | 10.11K | SH | $3.76M 1.43% | 1.41K | 0.00 | 8.71K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 119.65K | SH | $3.67M 1.39% | 13.74K | 0.00 | 105.92K |
ALPHABET INCSOLE | CAP STK CL A | 12.59K | SH | $3.62M 1.37% | 2.04K | 0.00 | 10.55K |
WALMART INCSOLE | COM | 28.85K | SH | $3.59M 1.36% | 2.03K | 0.00 | 26.82K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 21.84K | SH | $3.53M 1.34% | 2.25K | 0.00 | 19.59K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 30.76K | SH | $3.41M 1.29% | 3.17K | 0.00 | 27.59K |
JOHNSON & JOHNSONSOLE | COM | 13.55K | SH | $3.31M 1.26% | 1.52K | 0.00 | 12.03K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 20.98K | SH | $3.08M 1.17% | 2.77K | 0.00 | 18.22K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 62.37K | SH | $2.86M 1.09% | 6.24K | 0.00 | 56.13K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 24.48K | SH | $2.67M 1.01% | 2.78K | 0.00 | 21.70K |
NETFLIX INC.SOLE | COM | 27.23K | SH | $2.62M 0.99% | 1.92K | 0.00 | 25.31K |
HOME DEPOT INCSOLE | COM | 7.94K | SH | $2.61M 0.99% | 910.00 | 0.00 | 7.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.99K | SH | $2.38M 0.90% | 0.00 | 0.00 | 3.99K |
PROCTER & GAMBLE COSOLE | COM | 16.30K | SH | $2.35M 0.89% | 3.98K | 0.00 | 12.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.74K | SH | $2.27M 0.86% | 125.00 | 0.00 | 4.61K |
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