Institutional Investor · CIK 0001909760
ZULLO INVESTMENT GROUP, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
164
Total Value
$309.45M
Total Shares
1.99M
Latest Filing
Jul 31, 2026
CIK
0001909760
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 157,905 | $45.69M | 0.0011% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 122,919 | $24.59M | 0.0005% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 34,948 | $13.04M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 65,396 | $12.46M | 0.0100% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 41,044 | $9.78M | 0.0004% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 12,467 | $7.02M | 0.0005% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 12,467 | $7.02M | 0.0005% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 19,973 | $6.54M | 0.0007% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 17,645 | $6.23M | 0.0001% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 10,640 | $6.18M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 104,731 | $5.61M | 0.0103% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 135,169 | $4.29M | 0.0047% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-31 | 10,122 | $4.26M | 0.0003% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 11,739 | $4.20M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 20,943 | $3.88M | 0.0114% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 64,112 | $3.41M | 0.0097% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 4,381 | $3.34M | 0.0004% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 13,095 | $3.33M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 20,430 | $3.24M | 0.0080% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 28,058 | $3.01M | 0.0136% | SH | — | View | |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-31 | 2,996 | $2.89M | 0.0013% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 25,227 | $2.86M | 0.0003% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,441 | $2.82M | 0.0002% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,441 | $2.82M | 0.0002% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,015 | $2.76M | 0.0002% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-31 | 7,732 | $2.73M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 23,137 | $2.71M | 0.0119% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 59,660 | $2.71M | 0.0115% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 6,919 | $2.61M | 0.0001% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 6,919 | $2.61M | 0.0001% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 7,338 | $2.52M | 0.0004% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 2,436 | $2.46M | 0.0008% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 4,633 | $2.32M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 3,000 | $2.25M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,692 | $2.23M | 0.0016% | SH | — | View | |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 10,526 | $2.20M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 43,136 | $2.19M | 0.0267% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 1,791 | $2.15M | 0.0002% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-31 | 14,473 | $2.12M | 0.0006% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,947 | $2.07M | 0.0003% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,947 | $2.07M | 0.0004% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 27,456 | $1.96M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 23,410 | $1.94M | 0.0146% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-31 | 15,860 | $1.86M | 0.0004% | SH | — | View |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 1,959 | $1.83M | 0.0004% | SH | — | View |
FedEx Corporation(FDX) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-31 | 5,800 | $1.82M | 0.0025% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 6,532 | $1.77M | 0.0009% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-31 | 41,352 | $1.75M | 0.0010% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-31 | 15,505 | $1.67M | 0.0018% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 17,802 | $1.64M | 0.0010% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 3,712 | $1.54M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 119,172 | $1.43M | 0.0562% | SH | — | View | |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 6,475 | $1.40M | 0.0008% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 5,542 | $1.39M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 8,650 | $1.38M | 0.0740% | SH | — | View | |
PPL Corporation(PPL) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 37,439 | $1.36M | 0.0050% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 10,396 | $1.34M | 0.0004% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-31 | 4,538 | $1.28M | 0.0005% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 6,628 | $1.22M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 26,041 | $1.15M | 0.0145% | SH | — | View | |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 2,593 | $1.12M | 0.0002% | SH | — | View |
Analog Devices, Inc.(ADI) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,655 | $1.05M | 0.0005% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 6,060 | $1.00M | 0.0003% | SH | — | View |
Shopify Inc.(SHOP.TO) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 8,434 | $962.99K | 0.0006% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-31 | 4,320 | $952.60K | 0.0008% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 7,986 | $931.73K | 0.0003% | SH | — | View | |
State Street US Sector…(XLSR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,806 | $895.46K | 0.0900% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 4,714 | $894.39K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,205 | $888.05K | 0.0002% | SH | — | View | |
Freeport-McMoRan Inc.(FPMB.DE) | Basic Materials | Copper | 2026-06-30 | 2026-07-31 | 14,070 | $884.89K | 0.0010% | SH | — | View |
| Basic Materials | Copper | 2026-06-30 | 2026-07-31 | 14,070 | $884.89K | 0.0010% | SH | — | View | |
Lockheed Martin Corporation(LMT.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 1,699 | $865.95K | 0.0007% | SH | — | View |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 11,978 | $864.33K | 0.0006% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 6,163 | $834.54K | 0.0005% | SH | — | View |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-31 | 7,648 | $825.46K | 0.0022% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-31 | 9,262 | $813.00K | 0.0004% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,004 | $749.76K | 0.0001% | SH | — | View |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-31 | 12,982 | $739.76K | 0.0002% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-31 | 9,041 | $734.80K | 0.0002% | SH | — | View |
Citigroup Inc.(TRVC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 5,224 | $731.21K | 0.0003% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 2,119 | $722.62K | 0.0003% | SH | — | View |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 5,130 | $716.40K | 0.0001% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,360 | $716.28K | 0.0008% | SH | — | View |
11880 Solutions AG(TGT.DE) | Industrials | Specialty Business Services | 2026-06-30 | 2026-07-31 | 5,453 | $712.30K | 0.1039% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,004 | $710.56K | 1.0072% | SH | — | View | |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-31 | 3,926 | $710.32K | 0.0003% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 2,575 | $696.66K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 8,681 | $669.46K | 0.0005% | SH | — | View | |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 854 | $609.58K | 0.0006% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 1,129 | $579.95K | 0.0001% | SH | — | View |
Spotify Technology S.A.(SPOT) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 1,245 | $571.62K | 0.0006% | SH | — | View |
General Dynamics Corporation(GDX.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 1,601 | $567.27K | 0.0006% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 1,670 | $565.11K | 0.0002% | SH | — | View | |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 5,685 | $564.41K | 0.0005% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 3,253 | $555.81K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,240 | $537.51K | 0.0001% | SH | — | View | |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-31 | 5,429 | $522.62K | 0.0003% | SH | — | View |
Salesforce, Inc.(CRM) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 3,328 | $521.43K | 0.0004% | SH | — | View |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 3,328 | $521.43K | 0.0004% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,726 | $514.25K | 0.0002% | SH | — | View |
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