ZULLO INVESTMENT GROUP, INC.

PrivateCIK: 1909760

Location

SCRANTON, PA

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

% of voting shares12.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.70M

% 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

SOLE

COM

Shares157.91K

TypeSH

Market value$45.69M

15.59%

Sole

7.69K

Shared

0.00

None

150.22K

NVIDIA CORPORATION

SOLE

COM

Shares122.92K

TypeSH

Market value$24.59M

8.39%

Sole

6.69K

Shared

0.00

None

116.23K

MICROSOFT CORP

SOLE

COM

Shares34.95K

TypeSH

Market value$13.04M

4.45%

Sole

3.16K

Shared

0.00

None

31.79K

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares65.40K

TypeSH

Market value$12.46M

4.25%

Sole

4.49K

Shared

0.00

None

60.90K

AMAZON COM INC

SOLE

COM

Shares41.04K

TypeSH

Market value$9.78M

3.34%

Sole

4.12K

Shared

0.00

None

36.93K

META PLATFORMS INC

SOLE

CL A

Shares12.47K

TypeSH

Market value$7.02M

2.40%

Sole

774.00

Shared

0.00

None

11.69K

JPMORGAN CHASE & CO

SOLE

COM

Shares19.97K

TypeSH

Market value$6.54M

2.23%

Sole

1.31K

Shared

0.00

None

18.66K

ALPHABET INC

SOLE

CAP STK CL C

Shares17.64K

TypeSH

Market value$6.23M

2.13%

Sole

2.27K

Shared

0.00

None

15.37K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares10.64K

TypeSH

Market value$6.18M

2.11%

Sole

2.31K

Shared

0.00

None

8.33K

SELECT SECTOR SPDR TR

SOLE

ST STR FINL ETF

Shares104.73K

TypeSH

Market value$5.61M

1.92%

Sole

8.65K

Shared

0.00

None

96.08K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares135.17K

TypeSH

Market value$4.29M

1.46%

Sole

15.13K

Shared

0.00

None

120.03K

TESLA INC

SOLE

COM

Shares10.12K

TypeSH

Market value$4.26M

1.45%

Sole

1.38K

Shared

0.00

None

8.75K

ALPHABET INC

SOLE

CAP STK CL A

Shares11.74K

TypeSH

Market value$4.20M

1.43%

Sole

2.02K

Shared

0.00

None

9.72K

SELECT SECTOR SPDR TR

SOLE

ST STR INDL ETF

Shares20.94K

TypeSH

Market value$3.88M

1.32%

Sole

2.44K

Shared

0.00

None

18.51K

SELECT SECTOR SPDR TR

SOLE

ST STR ENERG ETF

Shares64.11K

TypeSH

Market value$3.41M

1.16%

Sole

9.32K

Shared

0.00

None

54.79K

CROWDSTRIKE HLDGS INC

SOLE

CL A

Shares4.38K

TypeSH

Market value$3.34M

1.14%

Sole

74.00

Shared

0.00

None

4.31K

JOHNSON & JOHNSON

SOLE

COM

Shares13.10K

TypeSH

Market value$3.33M

1.13%

Sole

1.54K

Shared

0.00

None

11.56K

SELECT SECTOR SPDR TR

SOLE

ST STR CARE ETF

Shares20.43K

TypeSH

Market value$3.24M

1.11%

Sole

Shared

0.00

None

17.43K

SELECT SECTOR SPDR TR

SOLE

ST STR SVC ETF

Shares28.06K

TypeSH

Market value$3.01M

1.03%

Sole

3.44K

Shared

0.00

None

24.62K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE

ORD SHS

Shares3K

TypeSH

Market value$2.89M

0.99%

Sole

46.00

Shared

0.00

None

2.95K

WALMART INC

SOLE

COM

Shares25.23K

TypeSH

Market value$2.86M

0.97%

Sole

2.84K

Shared

0.00

None

22.38K

MICRON TECHNOLOGY INC

SOLE

COM

Shares2.44K

TypeSH

Market value$2.82M

0.96%

Sole

737.00

Shared

0.00

None

1.70K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares4.01K

TypeSH

Market value$2.76M

0.94%

Sole

0.00

Shared

0.00

None

4.01K

HOME DEPOT INC

SOLE

COM

Shares7.73K

TypeSH

Market value$2.73M

0.93%

Sole

957.00

Shared

0.00

None

6.78K

SELECT SECTOR SPDR TR

SOLE

ST STR DISCR ETF

Shares23.14K

TypeSH

Market value$2.71M

0.93%

Sole

2.99K

Shared

0.00

None

20.15K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	157.91K	SH	$45.69M 15.59%	7.69K	150.22K
NVIDIA CORPORATIONSOLE	COM	122.92K	SH	$24.59M 8.39%	6.69K	116.23K
MICROSOFT CORPSOLE	COM	34.95K	SH	$13.04M 4.45%	3.16K	31.79K
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	65.40K	SH	$12.46M 4.25%	4.49K	60.90K
AMAZON COM INCSOLE	COM	41.04K	SH	$9.78M 3.34%	4.12K	36.93K
META PLATFORMS INCSOLE	CL A	12.47K	SH	$7.02M 2.40%	774.00	11.69K
JPMORGAN CHASE & COSOLE	COM	19.97K	SH	$6.54M 2.23%	1.31K	18.66K
ALPHABET INCSOLE	CAP STK CL C	17.64K	SH	$6.23M 2.13%	2.27K	15.37K
ADVANCED MICRO DEVICES INCSOLE	COM	10.64K	SH	$6.18M 2.11%	2.31K	8.33K
SELECT SECTOR SPDR TRSOLE	ST STR FINL ETF	104.73K	SH	$5.61M 1.92%	8.65K	96.08K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	135.17K	SH	$4.29M 1.46%	15.13K	120.03K
TESLA INCSOLE	COM	10.12K	SH	$4.26M 1.45%	1.38K	8.75K
ALPHABET INCSOLE	CAP STK CL A	11.74K	SH	$4.20M 1.43%	2.02K	9.72K
SELECT SECTOR SPDR TRSOLE	ST STR INDL ETF	20.94K	SH	$3.88M 1.32%	2.44K	18.51K
SELECT SECTOR SPDR TRSOLE	ST STR ENERG ETF	64.11K	SH	$3.41M 1.16%	9.32K	54.79K
CROWDSTRIKE HLDGS INCSOLE	CL A	4.38K	SH	$3.34M 1.14%	74.00	4.31K
JOHNSON & JOHNSONSOLE	COM	13.10K	SH	$3.33M 1.13%	1.54K	11.56K
SELECT SECTOR SPDR TRSOLE	ST STR CARE ETF	20.43K	SH	$3.24M 1.11%	3K	17.43K
SELECT SECTOR SPDR TRSOLE	ST STR SVC ETF	28.06K	SH	$3.01M 1.03%	3.44K	24.62K
SEAGATE TECHNOLOGY HLDNGS PLSOLE	ORD SHS	3K	SH	$2.89M 0.99%	46.00	2.95K
WALMART INCSOLE	COM	25.23K	SH	$2.86M 0.97%	2.84K	22.38K
MICRON TECHNOLOGY INCSOLE	COM	2.44K	SH	$2.82M 0.96%	737.00	1.70K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	4.01K	SH	$2.76M 0.94%	0.00	4.01K
HOME DEPOT INCSOLE	COM	7.73K	SH	$2.73M 0.93%	957.00	6.78K
SELECT SECTOR SPDR TRSOLE	ST STR DISCR ETF	23.14K	SH	$2.71M 0.93%	2.99K	20.15K

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