Zullo Investment Group, Inc. Top Holdings and 13F Report (2023) About Zullo Investment Group, Inc.Investment ActivityZullo Investment Group, Inc. has $240.86 million in total holdings as of December 31, 2022.Zullo Investment Group, Inc. owns shares of 150 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 1.79% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Zullo Investment Group, Inc. has purchased 151 new stocks and bought additional shares in 61 stocks.Zullo Investment Group, Inc. sold shares of 65 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $40,169,691NVIDIA $16,933,307Microsoft $14,885,390Amazon.com $8,500,002Meta Platforms $7,777,718 Largest New Holdings this Quarter Norfolk Southern $228,283 HoldingUnion Pacific $206,438 HoldingiShares S&P 500 Value ETF $201,508 HoldingBIOVIE INC $30,000 Holding Largest Purchases this Quarter Broadcom 6,356 shares (about $1.10M)NVIDIA 7,476 shares (about $907.89K)Apple 1,055 shares (about $245.82K)Norfolk Southern 918 shares (about $228.28K)Union Pacific 837 shares (about $206.44K) Largest Sales this Quarter Boeing 1,496 shares (about $227.45K)First Trust NASDAQ Rising Dividend Achievers 3,574 shares (about $211.64K)Walt Disney 2,162 shares (about $207.97K)NIKE 2,042 shares (about $180.55K)Palantir Technologies 2,600 shares (about $96.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofZullo Investment Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$40,169,691$245,815 ▲0.6%172,40216.7%Computer and TechnologyNVDANVIDIA$16,933,307$907,890 ▲5.7%139,4377.0%Computer and TechnologyMSFTMicrosoft$14,885,390$199,659 ▲1.4%34,5936.2%Computer and TechnologyAMZNAmazon.com$8,500,002$59,812 ▲0.7%45,6183.5%Retail/WholesaleMETAMeta Platforms$7,777,718$24,044 ▲0.3%13,5863.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$7,494,065$61,408 ▲0.8%33,1943.1%ETFXLFFinancial Select Sector SPDR Fund$4,790,481$18,219 ▲0.4%105,7032.0%ETFJPMJPMorgan Chase & Co.$4,302,722$20,876 ▼-0.5%20,4051.8%FinanceBRK.ABerkshire Hathaway$3,455,9000.0%51.4%FinanceHDHome Depot$3,415,608$32,012 ▲0.9%8,4291.4%Retail/WholesaleGOOGAlphabet$3,248,958$22,404 ▲0.7%19,4321.3%Computer and TechnologyWMTWalmart$3,240,722$21,157 ▲0.7%40,1321.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$2,995,116$39,122 ▲1.3%19,4461.2%ETFJNJJohnson & Johnson$2,857,294$39,543 ▼-1.4%17,6311.2%MedicalSCHDSchwab US Dividend Equity ETF$2,809,301$36,940 ▲1.3%33,2341.2%ETFXLIIndustrial Select Sector SPDR Fund$2,784,599$5,418 ▲0.2%20,5591.2%ETFTSLATesla$2,711,533$19,099 ▼-0.7%10,3641.1%Auto/Tires/TrucksXLEEnergy Select Sector SPDR Fund$2,689,368$22,214 ▼-0.8%30,6301.1%ETFXLCCommunication Services Select Sector SPDR Fund$2,669,049$31,008 ▲1.2%29,5241.1%ETFPGProcter & Gamble$2,645,742$7,275 ▲0.3%15,2751.1%Consumer StaplesBRK.BBerkshire Hathaway$2,523,003$921 ▲0.0%5,4811.0%FinanceVZVerizon Communications$2,449,922$6,781 ▼-0.3%54,5521.0%Computer and TechnologyUPSUnited Parcel Service$2,394,222$8,999 ▼-0.4%17,5601.0%TransportationXLUUtilities Select Sector SPDR Fund$2,377,742$6,463 ▲0.3%29,4341.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,341,597$33,262 ▲1.4%11,6861.0%FinanceIBMInternational Business Machines$2,139,132$45,100 ▼-2.1%9,6760.9%Computer and TechnologyVOOVanguard S&P 500 ETF$2,105,4030.0%3,9900.9%ETFXLBMaterials Select Sector SPDR Fund$2,020,508$32,963 ▲1.7%20,9630.8%ETFMCDMcDonald's$2,012,602$72,781 ▲3.8%6,6090.8%Retail/WholesaleCOSTCostco Wholesale$2,007,393$23,053 ▲1.2%2,2640.8%Retail/WholesaleVVisa$1,986,424$20,073 ▲1.0%7,2240.8%Business ServicesUNHUnitedHealth Group$1,981,223$21,637 ▲1.1%3,3880.8%MedicalNFLXNetflix$1,912,901$10,639 ▼-0.6%2,6970.8%Consumer DiscretionaryIVViShares Core S&P 500 ETF$1,901,434$4,038 ▼-0.2%3,2960.8%ETFFDXFedEx$1,822,954$55,565 ▲3.1%6,6600.8%TransportationGOOGLAlphabet$1,821,953$1,990 ▼-0.1%10,9850.8%Computer and TechnologyAMDAdvanced Micro Devices$1,821,124$5,086 ▲0.3%11,0990.8%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$1,777,679$20,087 ▲1.1%21,4170.7%ETFXOMExxon Mobil$1,634,412$821 ▼-0.1%13,9430.7%Oils/EnergyVGTVanguard Information Technology ETF$1,446,358$6,452 ▼-0.4%2,4660.6%ETFSCHWCharles Schwab$1,341,314$7,194 ▲0.5%20,6960.6%FinanceKOCoca-Cola$1,324,352$790 ▲0.1%18,4290.5%Consumer StaplesLLYEli Lilly and Company$1,307,799$11,519 ▲0.9%1,4760.5%MedicalPEPPepsiCo$1,306,769$15,306 ▲1.2%7,6840.5%Consumer StaplesMRKMerck & Co., Inc.$1,280,257$15,330 ▼-1.2%11,2740.5%MedicalQCOMQUALCOMM$1,261,278$18,026 ▼-1.4%7,4170.5%Computer and TechnologyGSThe Goldman Sachs Group$1,260,655$11,388 ▲0.9%2,5460.5%FinanceXLREReal Estate Select Sector SPDR Fund$1,238,207$9,560 ▼-0.8%27,7180.5%ETFAVGOBroadcom$1,219,587$1,096,421 ▲890.2%7,0700.5%Computer and TechnologyLOWLowe's Companies$1,196,982$7,584 ▲0.6%4,4190.5%Retail/WholesaleCRWDCrowdStrike$1,196,765$47,119 ▲4.1%4,2670.5%Computer and TechnologyMSMorgan Stanley$1,189,557$7,714 ▼-0.6%11,4110.5%FinancePRUPrudential Financial$1,155,457$18,529 ▲1.6%9,5410.5%FinanceUBERUber Technologies$1,140,628$13,153 ▲1.2%15,1760.5%Computer and TechnologyTGTTarget$1,136,504$61,407 ▲5.7%7,2920.5%Retail/WholesaleQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$1,085,1430.0%8,6500.5%ManufacturingABBVAbbVie$1,011,247$1,580 ▼-0.2%5,1200.4%MedicalLMTLockheed Martin$968,321$11,110 ▼-1.1%1,6560.4%AerospaceNEENextEra Energy$908,049$15,892 ▼-1.7%10,7420.4%UtilitiesAXPAmerican Express$886,229$5,425 ▲0.6%3,2670.4%FinanceBABoeing$831,963$227,452 ▼-21.5%5,4720.3%AerospacePPLPPL$829,125$2,812 ▲0.3%25,0640.3%UtilitiesCSCOCisco Systems$828,726$9,154 ▲1.1%15,5710.3%Computer and TechnologyITWIllinois Tool Works$807,577$7,077 ▼-0.9%3,0810.3%Industrial ProductsNOWServiceNow$744,1320.0%8320.3%Computer and TechnologySHOPShopify$740,814$3,526 ▲0.5%9,2440.3%Computer and TechnologyADIAnalog Devices$737,673$7,368 ▼-1.0%3,2040.3%Computer and TechnologyCVXChevron$722,612$19,295 ▲2.7%4,9060.3%Oils/EnergyFCXFreeport-McMoRan$721,417$150 ▲0.0%14,4510.3%Basic MaterialsCATCaterpillar$690,505$4,695 ▲0.7%1,7650.3%Industrial ProductsDISWalt Disney$684,691$207,966 ▼-23.3%7,1180.3%Consumer DiscretionaryMMM3M$683,423$45,252 ▼-6.2%4,9990.3%Multi-Sector ConglomeratesCRMSalesforce$643,383$16,427 ▲2.6%2,3500.3%Computer and TechnologyBACBank of America$630,615$1,984 ▲0.3%15,8920.3%FinanceRTXRTX$622,753$1,575 ▲0.3%5,1400.3%AerospaceIJHiShares Core S&P Mid-Cap ETF$616,233$8,663 ▼-1.4%9,8880.3%ETFQQQInvesco QQQ$600,2620.0%1,2290.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$566,539$2,513 ▼-0.4%4,5090.2%ETFGDGeneral Dynamics$561,572$6,649 ▼-1.2%1,8580.2%AerospaceCLXClorox$538,580$39,424 ▼-6.8%3,3060.2%Consumer StaplesADPAutomatic Data Processing$531,878$15,220 ▲2.9%1,9220.2%Business ServicesWMWaste Management$531,701$3,529 ▼-0.7%2,5610.2%Business ServicesSPYSPDR S&P 500 ETF Trust$522,122$3,443 ▼-0.7%9100.2%FinanceHONHoneywell International$500,623$11,580 ▼-2.3%2,4210.2%Multi-Sector ConglomeratesKHCKraft Heinz$478,5860.0%13,6310.2%Consumer StaplesPMPhilip Morris International$477,7530.0%3,9350.2%Consumer StaplesKMBKimberly-Clark$473,741$8,396 ▼-1.7%3,3290.2%Consumer StaplesNKENIKE$468,339$180,545 ▼-27.8%5,2970.2%Consumer DiscretionaryMAMastercard$467,256$26,178 ▲5.9%9460.2%Business ServicesHDViShares Core High Dividend ETF$441,0750.0%3,7500.2%ETFVTIVanguard Total Stock Market ETF$439,181$7,645 ▼-1.7%1,5510.2%ETFABTAbbott Laboratories$432,212$14,593 ▼-3.3%3,7910.2%MedicalMCHPMicrochip Technology$430,4010.0%5,3600.2%Computer and TechnologyAMGNAmgen$427,604$7,734 ▼-1.8%1,3270.2%MedicalSPOTSpotify Technology$425,6520.0%1,1550.2%Business ServicesNUENucor$419,286$1,654 ▲0.4%2,7880.2%Basic MaterialsCMCSAComcast$417,700$6,475 ▼-1.5%9,9990.2%Consumer DiscretionarySBUXStarbucks$415,784$54,118 ▼-11.5%4,2640.2%Retail/WholesaleCOFCapital One Financial$412,907$3,445 ▼-0.8%2,7570.2%FinanceIWMiShares Russell 2000 ETF$408,210$21,648 ▼-5.0%1,8480.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
