ZULLO INVESTMENT GROUP, INC.

PrivateCIK: 1909760

Location

SCRANTON, PA

156

Positions

$309.72M

Total AUM (reported)

1.95M

Total Shares

Allocation by class

COM$198.44M64.1%

CL A$15.99M5.2%

ST STR TECHN ETF$12.53M4.0%

CAP STK CL C$5.90M1.9%

ST STR FINL ETF$5.62M1.8%

US DIVIDEND EQ$4.61M1.5%

CAP STK CL A$4.04M1.3%

Portfolio Concentration

Top 3$97.93M31.6%

4–10$56.25M18.2%

11–25$50.67M16.4%

Rest$104.88M33.9%

Top 3 weight

31.6%

Top 10 weight

49.8%

Voting Authority Distribution

Total shares with voting rights: 1.95M

Sole

Full voting authority

258.18K

% of voting shares13.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.69M

% of voting shares86.8%

Investment Discretion (by position count)

Sole156

Shared0

Other0

Dominant voting typeNone · 86.8% of voting shares

Institutional Holdings156

Rows:

APPLE INC

SOLE

COM

Shares156.97K

TypeSH

Market value$52.27M

16.88%

Sole

7.60K

Shared

0.00

None

149.37K

NVIDIA CORPORATION

SOLE

COM

Shares122.78K

TypeSH

Market value$28.04M

9.05%

Sole

7.18K

Shared

0.00

None

115.60K

MICROSOFT CORP

SOLE

COM

Shares34.34K

TypeSH

Market value$17.61M

5.69%

Sole

3.29K

Shared

0.00

None

31.05K

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares64K

TypeSH

Market value$12.53M

4.05%

Sole

4.88K

Shared

0.00

None

59.13K

AMAZON COM INC

SOLE

COM

Shares40.65K

TypeSH

Market value$10.13M

3.27%

Sole

3.95K

Shared

0.00

None

36.70K

META PLATFORMS INC

SOLE

CL A

Shares12.38K

TypeSH

Market value$8.98M

2.90%

Sole

803.00

Shared

0.00

None

11.58K

JPMORGAN CHASE & CO

SOLE

COM

Shares19.94K

TypeSH

Market value$6.60M

2.13%

Sole

1.45K

Shared

0.00

None

18.49K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares10.61K

TypeSH

Market value$6.49M

2.10%

Sole

2.34K

Shared

0.00

None

8.27K

ALPHABET INC

SOLE

CAP STK CL C

Shares17.33K

TypeSH

Market value$5.90M

1.91%

Sole

1.94K

Shared

0.00

None

15.39K

SELECT SECTOR SPDR TR

SOLE

ST STR FINL ETF

Shares105.33K

TypeSH

Market value$5.62M

1.82%

Sole

9.25K

Shared

0.00

None

96.09K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares141.59K

TypeSH

Market value$4.61M

1.49%

Sole

16.43K

Shared

0.00

None

125.16K

CROWDSTRIKE HLDGS INC

SOLE

CL A

Shares17.22K

TypeSH

Market value$4.56M

1.47%

Sole

283.00

Shared

0.00

None

16.93K

ALPHABET INC

SOLE

CAP STK CL A

Shares11.73K

TypeSH

Market value$4.04M

1.30%

Sole

2.02K

Shared

0.00

None

9.71K

SELECT SECTOR SPDR TR

SOLE

ST STR ENERG ETF

Shares64.89K

TypeSH

Market value$3.99M

1.29%

Sole

9.75K

Shared

0.00

None

55.15K

TESLA INC

SOLE

COM

Shares10.03K

TypeSH

Market value$3.56M

1.15%

Sole

1.41K

Shared

0.00

None

8.62K

SELECT SECTOR SPDR TR

SOLE

ST STR INDL ETF

Shares20.88K

TypeSH

Market value$3.49M

1.13%

Sole

2.48K

Shared

0.00

None

18.41K

SELECT SECTOR SPDR TR

SOLE

ST STR CARE ETF

Shares20.65K

TypeSH

Market value$3.48M

1.12%

Sole

3.20K

Shared

0.00

None

17.45K

JOHNSON & JOHNSON

SOLE

COM

Shares12.95K

TypeSH

Market value$3.43M

1.11%

Sole

1.63K

Shared

0.00

None

11.32K

SELECT SECTOR SPDR TR

SOLE

ST STR SVC ETF

Shares28.36K

TypeSH

Market value$3.15M

1.02%

Sole

3.70K

Shared

0.00

None

24.65K

MICRON TECHNOLOGY INC

SOLE

COM

Shares2.69K

TypeSH

Market value$2.86M

0.92%

Sole

761.00

Shared

0.00

None

1.92K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares4.01K

TypeSH

Market value$2.81M

0.91%

Sole

0.00

Shared

0.00

None

4.01K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE

ORD SHS

Shares3K

TypeSH

Market value$2.77M

0.89%

Sole

46.00

Shared

0.00

None

2.96K

WALMART INC

SOLE

COM

Shares26.62K

TypeSH

Market value$2.77M

0.89%

Sole

3.28K

Shared

0.00

None

23.34K

VISA INC

SOLE

COM CL A

Shares7.36K

TypeSH

Market value$2.64M

0.85%

Sole

460.00

Shared

0.00

None

6.90K

SELECT SECTOR SPDR TR

SOLE

ST STR DISCR ETF

Shares23.22K

TypeSH

Market value$2.53M

0.82%

Sole

3.24K

Shared

0.00

None

19.98K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	156.97K	SH	$52.27M 16.88%	7.60K	149.37K
NVIDIA CORPORATIONSOLE	COM	122.78K	SH	$28.04M 9.05%	7.18K	115.60K
MICROSOFT CORPSOLE	COM	34.34K	SH	$17.61M 5.69%	3.29K	31.05K
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	64K	SH	$12.53M 4.05%	4.88K	59.13K
AMAZON COM INCSOLE	COM	40.65K	SH	$10.13M 3.27%	3.95K	36.70K
META PLATFORMS INCSOLE	CL A	12.38K	SH	$8.98M 2.90%	803.00	11.58K
JPMORGAN CHASE & COSOLE	COM	19.94K	SH	$6.60M 2.13%	1.45K	18.49K
ADVANCED MICRO DEVICES INCSOLE	COM	10.61K	SH	$6.49M 2.10%	2.34K	8.27K
ALPHABET INCSOLE	CAP STK CL C	17.33K	SH	$5.90M 1.91%	1.94K	15.39K
SELECT SECTOR SPDR TRSOLE	ST STR FINL ETF	105.33K	SH	$5.62M 1.82%	9.25K	96.09K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	141.59K	SH	$4.61M 1.49%	16.43K	125.16K
CROWDSTRIKE HLDGS INCSOLE	CL A	17.22K	SH	$4.56M 1.47%	283.00	16.93K
ALPHABET INCSOLE	CAP STK CL A	11.73K	SH	$4.04M 1.30%	2.02K	9.71K
SELECT SECTOR SPDR TRSOLE	ST STR ENERG ETF	64.89K	SH	$3.99M 1.29%	9.75K	55.15K
TESLA INCSOLE	COM	10.03K	SH	$3.56M 1.15%	1.41K	8.62K
SELECT SECTOR SPDR TRSOLE	ST STR INDL ETF	20.88K	SH	$3.49M 1.13%	2.48K	18.41K
SELECT SECTOR SPDR TRSOLE	ST STR CARE ETF	20.65K	SH	$3.48M 1.12%	3.20K	17.45K
JOHNSON & JOHNSONSOLE	COM	12.95K	SH	$3.43M 1.11%	1.63K	11.32K
SELECT SECTOR SPDR TRSOLE	ST STR SVC ETF	28.36K	SH	$3.15M 1.02%	3.70K	24.65K
MICRON TECHNOLOGY INCSOLE	COM	2.69K	SH	$2.86M 0.92%	761.00	1.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	4.01K	SH	$2.81M 0.91%	0.00	4.01K
SEAGATE TECHNOLOGY HLDNGS PLSOLE	ORD SHS	3K	SH	$2.77M 0.89%	46.00	2.96K
WALMART INCSOLE	COM	26.62K	SH	$2.77M 0.89%	3.28K	23.34K
VISA INCSOLE	COM CL A	7.36K	SH	$2.64M 0.85%	460.00	6.90K
SELECT SECTOR SPDR TRSOLE	ST STR DISCR ETF	23.22K	SH	$2.53M 0.82%	3.24K	19.98K

Page 1 of 7

…