Filed: 7/31/2026ACC: 0001909760-26-000003
📋 What this filing means
ZULLO INVESTMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 157 equity positions with a total reported market value of $293.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
157
Positions
$293.11M
Total AUM (reported)
1.94M
Total Shares
Allocation by class
COM$186.82M63.7%
ST STR TECHN ETF$12.46M4.3%
CL A$12.29M4.2%
CAP STK CL C$6.23M2.1%
ST STR FINL ETF$5.61M1.9%
COM NEW$4.30M1.5%
US DIVIDEND EQ$4.29M1.5%
Portfolio Concentration
Top 3$83.32M28.4%
4–10$53.83M18.4%
11–25$49.70M17.0%
Rest$106.25M36.2%
Top 3 weight
28.4%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 1.94M
Sole
Full voting authority
241.53K
shares
% of voting shares12.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.70M
shares
% of voting shares87.6%
Investment Discretion (by position count)
Sole157
Shared0
Other0
Dominant voting typeNone · 87.6% of voting shares
Institutional Holdings157
Rows:
APPLE INC
SOLEShares157.91K
TypeSH
Market value$45.69M
15.59%
Sole
7.69K
Shared
0.00
None
150.22K
NVIDIA CORPORATION
SOLEShares122.92K
TypeSH
Market value$24.59M
8.39%
Sole
6.69K
Shared
0.00
None
116.23K
MICROSOFT CORP
SOLEShares34.95K
TypeSH
Market value$13.04M
4.45%
Sole
3.16K
Shared
0.00
None
31.79K
SELECT SECTOR SPDR TR
SOLEShares65.40K
TypeSH
Market value$12.46M
4.25%
Sole
4.49K
Shared
0.00
None
60.90K
AMAZON COM INC
SOLEShares41.04K
TypeSH
Market value$9.78M
3.34%
Sole
4.12K
Shared
0.00
None
36.93K
META PLATFORMS INC
SOLEShares12.47K
TypeSH
Market value$7.02M
2.40%
Sole
774.00
Shared
0.00
None
11.69K
JPMORGAN CHASE & CO
SOLEShares19.97K
TypeSH
Market value$6.54M
2.23%
Sole
1.31K
Shared
0.00
None
18.66K
ALPHABET INC
SOLEShares17.64K
TypeSH
Market value$6.23M
2.13%
Sole
2.27K
Shared
0.00
None
15.37K
ADVANCED MICRO DEVICES INC
SOLEShares10.64K
TypeSH
Market value$6.18M
2.11%
Sole
2.31K
Shared
0.00
None
8.33K
SELECT SECTOR SPDR TR
SOLEShares104.73K
TypeSH
Market value$5.61M
1.92%
Sole
8.65K
Shared
0.00
None
96.08K
SCHWAB STRATEGIC TR
SOLEShares135.17K
TypeSH
Market value$4.29M
1.46%
Sole
15.13K
Shared
0.00
None
120.03K
TESLA INC
SOLEShares10.12K
TypeSH
Market value$4.26M
1.45%
Sole
1.38K
Shared
0.00
None
8.75K
ALPHABET INC
SOLEShares11.74K
TypeSH
Market value$4.20M
1.43%
Sole
2.02K
Shared
0.00
None
9.72K
SELECT SECTOR SPDR TR
SOLEShares20.94K
TypeSH
Market value$3.88M
1.32%
Sole
2.44K
Shared
0.00
None
18.51K
SELECT SECTOR SPDR TR
SOLEShares64.11K
TypeSH
Market value$3.41M
1.16%
Sole
9.32K
Shared
0.00
None
54.79K
CROWDSTRIKE HLDGS INC
SOLEShares4.38K
TypeSH
Market value$3.34M
1.14%
Sole
74.00
Shared
0.00
None
4.31K
JOHNSON & JOHNSON
SOLEShares13.10K
TypeSH
Market value$3.33M
1.13%
Sole
1.54K
Shared
0.00
None
11.56K
SELECT SECTOR SPDR TR
SOLEShares20.43K
TypeSH
Market value$3.24M
1.11%
Sole
3K
Shared
0.00
None
17.43K
SELECT SECTOR SPDR TR
SOLEShares28.06K
TypeSH
Market value$3.01M
1.03%
Sole
3.44K
Shared
0.00
None
24.62K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares3K
TypeSH
Market value$2.89M
0.99%
Sole
46.00
Shared
0.00
None
2.95K
WALMART INC
SOLEShares25.23K
TypeSH
Market value$2.86M
0.97%
Sole
2.84K
Shared
0.00
None
22.38K
MICRON TECHNOLOGY INC
SOLEShares2.44K
TypeSH
Market value$2.82M
0.96%
Sole
737.00
Shared
0.00
None
1.70K
VANGUARD INDEX FDS
SOLEShares4.01K
TypeSH
Market value$2.76M
0.94%
Sole
0.00
Shared
0.00
None
4.01K
HOME DEPOT INC
SOLEShares7.73K
TypeSH
Market value$2.73M
0.93%
Sole
957.00
Shared
0.00
None
6.78K
SELECT SECTOR SPDR TR
SOLEShares23.14K
TypeSH
Market value$2.71M
0.93%
Sole
2.99K
Shared
0.00
None
20.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 157.91K | SH | $45.69M 15.59% | 7.69K | 0.00 | 150.22K |
NVIDIA CORPORATIONSOLE | COM | 122.92K | SH | $24.59M 8.39% | 6.69K | 0.00 | 116.23K |
MICROSOFT CORPSOLE | COM | 34.95K | SH | $13.04M 4.45% | 3.16K | 0.00 | 31.79K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 65.40K | SH | $12.46M 4.25% | 4.49K | 0.00 | 60.90K |
AMAZON COM INCSOLE | COM | 41.04K | SH | $9.78M 3.34% | 4.12K | 0.00 | 36.93K |
META PLATFORMS INCSOLE | CL A | 12.47K | SH | $7.02M 2.40% | 774.00 | 0.00 | 11.69K |
JPMORGAN CHASE & COSOLE | COM | 19.97K | SH | $6.54M 2.23% | 1.31K | 0.00 | 18.66K |
ALPHABET INCSOLE | CAP STK CL C | 17.64K | SH | $6.23M 2.13% | 2.27K | 0.00 | 15.37K |
ADVANCED MICRO DEVICES INCSOLE | COM | 10.64K | SH | $6.18M 2.11% | 2.31K | 0.00 | 8.33K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 104.73K | SH | $5.61M 1.92% | 8.65K | 0.00 | 96.08K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 135.17K | SH | $4.29M 1.46% | 15.13K | 0.00 | 120.03K |
TESLA INCSOLE | COM | 10.12K | SH | $4.26M 1.45% | 1.38K | 0.00 | 8.75K |
ALPHABET INCSOLE | CAP STK CL A | 11.74K | SH | $4.20M 1.43% | 2.02K | 0.00 | 9.72K |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 20.94K | SH | $3.88M 1.32% | 2.44K | 0.00 | 18.51K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 64.11K | SH | $3.41M 1.16% | 9.32K | 0.00 | 54.79K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.38K | SH | $3.34M 1.14% | 74.00 | 0.00 | 4.31K |
JOHNSON & JOHNSONSOLE | COM | 13.10K | SH | $3.33M 1.13% | 1.54K | 0.00 | 11.56K |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 20.43K | SH | $3.24M 1.11% | 3K | 0.00 | 17.43K |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 28.06K | SH | $3.01M 1.03% | 3.44K | 0.00 | 24.62K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 3K | SH | $2.89M 0.99% | 46.00 | 0.00 | 2.95K |
WALMART INCSOLE | COM | 25.23K | SH | $2.86M 0.97% | 2.84K | 0.00 | 22.38K |
MICRON TECHNOLOGY INCSOLE | COM | 2.44K | SH | $2.82M 0.96% | 737.00 | 0.00 | 1.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.01K | SH | $2.76M 0.94% | 0.00 | 0.00 | 4.01K |
HOME DEPOT INCSOLE | COM | 7.73K | SH | $2.73M 0.93% | 957.00 | 0.00 | 6.78K |
SELECT SECTOR SPDR TRSOLE | ST STR DISCR ETF | 23.14K | SH | $2.71M 0.93% | 2.99K | 0.00 | 20.15K |
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