ZULLO INVESTMENT GROUP, INC.

PrivateCIK: 1909760

Location

SCRANTON, PA

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

% of voting shares11.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.76M

% 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

SOLE

COM

Shares159.60K

TypeSH

Market value$40.51M

15.37%

Sole

7.09K

Shared

0.00

None

152.51K

NVIDIA CORPORATION

SOLE

COM

Shares124.82K

TypeSH

Market value$21.77M

8.26%

Sole

6.56K

Shared

0.00

None

118.26K

MICROSOFT CORP

SOLE

COM

Shares35.56K

TypeSH

Market value$13.16M

5.00%

Sole

3.08K

Shared

0.00

None

32.47K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares68.08K

TypeSH

Market value$9.05M

3.43%

Sole

4.22K

Shared

0.00

None

63.87K

AMAZON COM INC

SOLE

COM

Shares41.83K

TypeSH

Market value$8.71M

3.31%

Sole

4.12K

Shared

0.00

None

37.72K

META PLATFORMS INC

SOLE

CL A

Shares12.95K

TypeSH

Market value$7.41M

2.81%

Sole

756.00

Shared

0.00

None

12.19K

JPMORGAN CHASE & CO

SOLE

COM

Shares20.73K

TypeSH

Market value$6.10M

2.31%

Sole

1.28K

Shared

0.00

None

19.46K

SELECT SECTOR SPDR TR

SOLE

STATE STREET FIN

Shares107.14K

TypeSH

Market value$5.29M

2.01%

Sole

7.96K

Shared

0.00

None

99.18K

ALPHABET INC

SOLE

CAP STK CL C

Shares18.02K

TypeSH

Market value$5.17M

1.96%

Sole

2.35K

Shared

0.00

None

15.68K

SELECT SECTOR SPDR TR

SOLE

STATE STREET ENE

Shares67.86K

TypeSH

Market value$4.16M

1.58%

Sole

8.81K

Shared

0.00

None

59.05K

TESLA INC

SOLE

COM

Shares10.11K

TypeSH

Market value$3.76M

1.43%

Sole

1.41K

Shared

0.00

None

8.71K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares119.65K

TypeSH

Market value$3.67M

1.39%

Sole

13.74K

Shared

0.00

None

105.92K

ALPHABET INC

SOLE

CAP STK CL A

Shares12.59K

TypeSH

Market value$3.62M

1.37%

Sole

2.04K

Shared

0.00

None

10.55K

WALMART INC

SOLE

COM

Shares28.85K

TypeSH

Market value$3.59M

1.36%

Sole

2.03K

Shared

0.00

None

26.82K

SELECT SECTOR SPDR TR

SOLE

STATE STREET IND

Shares21.84K

TypeSH

Market value$3.53M

1.34%

Sole

2.25K

Shared

0.00

None

19.59K

SELECT SECTOR SPDR TR

SOLE

STATE STREET COM

Shares30.76K

TypeSH

Market value$3.41M

1.29%

Sole

3.17K

Shared

0.00

None

27.59K

JOHNSON & JOHNSON

SOLE

COM

Shares13.55K

TypeSH

Market value$3.31M

1.26%

Sole

1.52K

Shared

0.00

None

12.03K

SELECT SECTOR SPDR TR

SOLE

STATE STREET HEA

Shares20.98K

TypeSH

Market value$3.08M

1.17%

Sole

2.77K

Shared

0.00

None

18.22K

SELECT SECTOR SPDR TR

SOLE

STATE STREET UTI

Shares62.37K

TypeSH

Market value$2.86M

1.09%

Sole

6.24K

Shared

0.00

None

56.13K

SELECT SECTOR SPDR TR

SOLE

STATE STREET CON

Shares24.48K

TypeSH

Market value$2.67M

1.01%

Sole

2.78K

Shared

0.00

None

21.70K

NETFLIX INC.

SOLE

COM

Shares27.23K

TypeSH

Market value$2.62M

0.99%

Sole

1.92K

Shared

0.00

None

25.31K

HOME DEPOT INC

SOLE

COM

Shares7.94K

TypeSH

Market value$2.61M

0.99%

Sole

910.00

Shared

0.00

None

7.03K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.99K

TypeSH

Market value$2.38M

0.90%

Sole

0.00

Shared

0.00

None

3.99K

PROCTER & GAMBLE CO

SOLE

COM

Shares16.30K

TypeSH

Market value$2.35M

0.89%

Sole

3.98K

Shared

0.00

None

12.31K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.74K

TypeSH

Market value$2.27M

0.86%

Sole

125.00

Shared

0.00

None

4.61K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	159.60K	SH	$40.51M 15.37%	7.09K	152.51K
NVIDIA CORPORATIONSOLE	COM	124.82K	SH	$21.77M 8.26%	6.56K	118.26K
MICROSOFT CORPSOLE	COM	35.56K	SH	$13.16M 5.00%	3.08K	32.47K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	68.08K	SH	$9.05M 3.43%	4.22K	63.87K
AMAZON COM INCSOLE	COM	41.83K	SH	$8.71M 3.31%	4.12K	37.72K
META PLATFORMS INCSOLE	CL A	12.95K	SH	$7.41M 2.81%	756.00	12.19K
JPMORGAN CHASE & COSOLE	COM	20.73K	SH	$6.10M 2.31%	1.28K	19.46K
SELECT SECTOR SPDR TRSOLE	STATE STREET FIN	107.14K	SH	$5.29M 2.01%	7.96K	99.18K
ALPHABET INCSOLE	CAP STK CL C	18.02K	SH	$5.17M 1.96%	2.35K	15.68K
SELECT SECTOR SPDR TRSOLE	STATE STREET ENE	67.86K	SH	$4.16M 1.58%	8.81K	59.05K
TESLA INCSOLE	COM	10.11K	SH	$3.76M 1.43%	1.41K	8.71K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	119.65K	SH	$3.67M 1.39%	13.74K	105.92K
ALPHABET INCSOLE	CAP STK CL A	12.59K	SH	$3.62M 1.37%	2.04K	10.55K
WALMART INCSOLE	COM	28.85K	SH	$3.59M 1.36%	2.03K	26.82K
SELECT SECTOR SPDR TRSOLE	STATE STREET IND	21.84K	SH	$3.53M 1.34%	2.25K	19.59K
SELECT SECTOR SPDR TRSOLE	STATE STREET COM	30.76K	SH	$3.41M 1.29%	3.17K	27.59K
JOHNSON & JOHNSONSOLE	COM	13.55K	SH	$3.31M 1.26%	1.52K	12.03K
SELECT SECTOR SPDR TRSOLE	STATE STREET HEA	20.98K	SH	$3.08M 1.17%	2.77K	18.22K
SELECT SECTOR SPDR TRSOLE	STATE STREET UTI	62.37K	SH	$2.86M 1.09%	6.24K	56.13K
SELECT SECTOR SPDR TRSOLE	STATE STREET CON	24.48K	SH	$2.67M 1.01%	2.78K	21.70K
NETFLIX INC.SOLE	COM	27.23K	SH	$2.62M 0.99%	1.92K	25.31K
HOME DEPOT INCSOLE	COM	7.94K	SH	$2.61M 0.99%	910.00	7.03K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.99K	SH	$2.38M 0.90%	0.00	3.99K
PROCTER & GAMBLE COSOLE	COM	16.30K	SH	$2.35M 0.89%	3.98K	12.31K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.74K	SH	$2.27M 0.86%	125.00	4.61K

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