AI Portfolio Summary
In 2026 Q1, Zullo Investment Group, Inc. maintained a portfolio of 166 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 7.8%. The fund also reduced its exposure to PIMCO CORPORATE & IN by 7.9%.
Total Positions
166
Quarter
2026 Q1
Top Holding
AAPL (15.4%)
Top 10 Concentration
46.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 166
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 15.37% | 16.04% |
#1
Prev: #1
|
6.5 | -1,735 | -1.1% |
P
S
|
159,600 | $40,505,017 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.26% | 8.91% |
#2
Prev: #2
|
5.3 | -5,723 | -4.4% |
P
S
|
124,819 | $21,768,555 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.00% | 5.84% |
#3
Prev: #3
|
5.0 | 2,574 | 7.8% |
P
S
|
35,559 | $13,162,906 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 3.43% | 3.44% |
#4
1
Prev: #5
|
2.4 | 2,715 | 4.2% |
P
S
|
68,080 | $9,047,901 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.31% | 3.53% |
#5
1
Prev: #4
|
2.3 | -34 | -0.1% |
P
S
|
41,831 | $8,712,142 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.81% | 3.15% |
#6
Prev: #6
|
1.6 | -81 | -0.6% |
P
S
|
12,945 | $7,406,644 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.31% | 2.42% |
#7
Prev: #7
|
1.4 | 198 | 1.0% |
P
S
|
20,734 | $6,099,376 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 2.01% | 2.11% |
#8
1
Prev: #9
|
1.3 | 1,633 | 1.5% |
P
S
|
107,144 | $5,289,746 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.96% | 2.14% |
#9
1
Prev: #8
|
1.3 | -638 | -3.4% |
P
S
|
18,025 | $5,170,784 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.58% | 1.00% |
#10
9
Prev: #19
|
2.6 | 6,877 | 11.3% |
P
S
|
67,864 | $4,157,373 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.43% | 1.78% |
#11
1
Prev: #10
|
1.1 | -730 | -6.7% |
P
S
|
10,114 | $3,759,880 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.39% | 1.08% |
#12
4
Prev: #16
|
2.6 | 11,632 | 10.8% |
P
S
|
119,654 | $3,671,003 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.37% | 1.34% |
#13
2
Prev: #11
|
2.5 | 865 | 7.4% |
P
S
|
12,592 | $3,621,155 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.36% | 1.17% |
#14
Prev: #14
|
1.0 | 151 | 0.5% |
P
S
|
28,851 | $3,585,620 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 1.34% | 1.19% |
#15
2
Prev: #13
|
1.0 | 828 | 3.9% |
P
S
|
21,842 | $3,532,546 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.29% | 1.27% |
#16
4
Prev: #12
|
1.0 | 1,203 | 4.1% |
P
S
|
30,762 | $3,410,365 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.26% | 1.00% |
#17
1
Prev: #18
|
1.0 | 307 | 2.3% |
P
S
|
13,551 | $3,312,500 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 1.17% | 1.13% |
#18
3
Prev: #15
|
2.5 | 1,007 | 5.0% |
P
S
|
20,984 | $3,076,566 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.09% | 0.94% |
#19
4
Prev: #23
|
0.9 | 2,159 | 3.6% |
P
S
|
62,372 | $2,862,251 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 1.01% | 1.02% |
#20
3
Prev: #17
|
2.4 | 1,191 | 5.1% |
P
S
|
24,482 | $2,668,100 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.99% | 0.95% |
#21
Prev: #21
|
0.9 | -411 | -1.5% |
P
S
|
27,231 | $2,618,261 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.99% | 0.99% |
#22
2
Prev: #20
|
0.9 | 60 | 0.8% |
P
S
|
7,942 | $2,612,363 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.90% | 0.92% |
#23
2
Prev: #25
|
1.4 | no change | no change |
P
S
|
3,990 | $2,384,225 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.89% | 0.78% |
#24
5
Prev: #29
|
2.4 | 1,325 | 8.9% |
P
S
|
16,295 | $2,353,770 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.86% | 0.87% |
#25
1
Prev: #26
|
0.8 | 18 | 0.4% |
P
S
|
4,737 | $2,270,302 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLB
SELECT SECTOR S...
|
Unknown | 0.86% | 0.73% |
#26
7
Prev: #33
|
0.8 | 1,615 | 3.7% |
P
S
|
45,431 | $2,270,229 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.85% | 0.84% |
#27
1
Prev: #28
|
0.8 | 20 | 0.8% |
P
S
|
2,632 | $2,226,753 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
V
VISA INC
|
Financial Services | 0.84% | 0.94% |
#28
6
Prev: #22
|
0.8 | -21 | -0.3% |
P
S
|
7,308 | $2,208,945 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.83% | 0.85% |
#29
2
Prev: #27
|
0.8 | -114 | -1.1% |
P
S
|
10,725 | $2,181,787 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.81% | 0.92% |
#30
6
Prev: #24
|
0.8 | -354 | -4.9% |
P
S
|
6,928 | $2,144,507 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.81% | 0.65% |
#31
8
Prev: #39
|
0.8 | -1,136 | -2.6% |
P
S
|
42,674 | $2,142,236 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.80% | 0.61% |
#32
10
Prev: #42
|
0.8 | 135 | 2.3% |
P
S
|
5,953 | $2,120,352 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.80% | 0.73% |
#33
1
Prev: #32
|
0.8 | 239 | 3.7% |
P
S
|
6,745 | $2,096,289 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.75% | 0.65% |
#34
6
Prev: #40
|
2.3 | 1,215 | 5.3% |
P
S
|
24,174 | $1,981,796 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVV
ISHARES TR
|
ETF | 0.75% | 0.75% |
#35
5
Prev: #30
|
0.8 | 24 | 0.8% |
P
S
|
3,029 | $1,978,694 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.74% | 0.62% |
#36
5
Prev: #41
|
0.8 | 10 | 0.5% |
P
S
|
1,962 | $1,955,447 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.67% | 0.71% |
#37
3
Prev: #34
|
0.8 | -521 | -2.7% |
P
S
|
18,807 | $1,767,497 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.67% | 0.69% |
#38
3
Prev: #35
|
0.8 | 146 | 1.4% |
P
S
|
10,710 | $1,762,616 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.64% | 0.75% |
#39
8
Prev: #31
|
0.8 | -9 | -0.2% |
P
S
|
4,336 | $1,692,818 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.63% | 0.68% |
#40
4
Prev: #36
|
0.8 | -86 | -3.5% |
P
S
|
2,382 | $1,661,969 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.61% | 0.67% |
#41
4
Prev: #37
|
0.7 | 41 | 2.4% |
P
S
|
1,755 | $1,614,310 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PTY
PIMCO CORPORATE...
|
Financial Services | 0.59% | 0.66% |
#42
4
Prev: #38
|
0.7 | -11,061 | -7.9% |
P
S
|
128,967 | $1,555,346 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 0.58% | 0.56% |
#43
1
Prev: #44
|
0.7 | 80 | 0.5% |
P
S
|
15,624 | $1,537,169 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.53% | 0.41% |
#44
11
Prev: #55
|
0.7 | 2 | 0.1% |
P
S
|
1,953 | $1,383,973 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.51% | 0.43% |
#45
8
Prev: #53
|
0.7 | 83 | 0.8% |
P
S
|
11,122 | $1,337,949 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.50% | 0.32% |
#46
14
Prev: #60
|
2.2 | 593 | 10.2% |
P
S
|
6,413 | $1,326,963 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.50% | 0.48% |
#47
1
Prev: #48
|
0.7 | -214 | -1.3% |
P
S
|
16,878 | $1,309,576 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BA
BOEING CO
|
Industrials | 0.49% | 0.51% |
#48
3
Prev: #45
|
0.7 | 91 | 1.4% |
P
S
|
6,463 | $1,286,331 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.48% | 0.31% |
#49
14
Prev: #63
|
2.2 | 374 | 5.3% |
P
S
|
7,385 | $1,253,086 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.46% | 0.47% |
#50
1
Prev: #49
|
0.7 | -53 | -0.9% |
P
S
|
5,551 | $1,207,498 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 166 holdings