2026 Q2 Portfolio Activity
In 2026 Q2, Zullo Investment Group, Inc. maintained a portfolio of 170 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 0.19% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 684.7%.
Position History
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Total Positions
170
Quarter
2026 Q2
Top Holding
AAPL (15.6%)
Top 10 Concentration
46.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 170
Zullo Investment Group, Inc. Full Holdings List — 2026 Q2
| 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 | 15.59% | 15.37% |
#1
Prev: #1
|
6.5 |
—
|
-1,695 | -1.1% |
P
S
|
157,905 | $45,691,630 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.39% | 8.26% |
#2
Prev: #2
|
5.4 |
—
|
-1,900 | -1.5% |
P
S
|
122,919 | $24,594,996 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.45% | 5.00% |
#3
Prev: #3
|
3.3 |
—
|
-611 | -1.7% |
P
S
|
34,948 | $13,036,636 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 4.25% | 3.43% |
#4
Prev: #4
|
2.7 |
—
|
-2,684 | -3.9% |
P
S
|
65,396 | $12,459,366 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.34% | 3.31% |
#5
Prev: #5
|
2.3 |
—
|
-787 | -1.9% |
P
S
|
41,044 | $9,782,427 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.40% | 2.81% |
#6
Prev: #6
|
1.5 |
—
|
-478 | -3.7% |
P
S
|
12,467 | $7,022,972 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.23% | 2.31% |
#7
Prev: #7
|
1.4 |
—
|
-761 | -3.7% |
P
S
|
19,973 | $6,537,903 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.13% | 1.96% |
#8
1
Prev: #9
|
1.4 |
—
|
-380 | -2.1% |
P
S
|
17,645 | $6,234,639 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.11% | 0.83% |
#9
20
Prev: #29
|
1.3 |
—
|
-85 | -0.8% |
P
S
|
10,640 | $6,180,882 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 1.92% | 2.01% |
#10
2
Prev: #8
|
1.3 |
—
|
-2,413 | -2.3% |
P
S
|
104,731 | $5,614,661 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.46% | 1.39% |
#11
1
Prev: #12
|
2.6 |
—
|
15,515 | 13.0% |
P
S
|
135,169 | $4,286,220 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.45% | 1.43% |
#12
1
Prev: #11
|
1.1 |
—
|
8 | 0.1% |
P
S
|
10,122 | $4,257,313 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.43% | 1.37% |
#13
Prev: #13
|
1.1 |
—
|
-853 | -6.8% |
P
S
|
11,739 | $4,195,267 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 1.32% | 1.34% |
#14
1
Prev: #15
|
1.0 |
—
|
-899 | -4.1% |
P
S
|
20,943 | $3,879,386 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 1.16% | 1.58% |
#15
5
Prev: #10
|
1.0 |
—
|
-3,752 | -5.5% |
P
S
|
64,112 | $3,405,008 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.14% | 0.64% |
#16
23
Prev: #39
|
1.0 |
—
|
45 | 1.0% |
P
S
|
4,381 | $3,343,316 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.13% | 1.26% |
#17
Prev: #17
|
1.0 |
—
|
-456 | -3.4% |
P
S
|
13,095 | $3,325,855 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 1.11% | 1.17% |
#18
Prev: #18
|
0.9 |
—
|
-554 | -2.6% |
P
S
|
20,430 | $3,241,512 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.03% | 1.29% |
#19
3
Prev: #16
|
0.9 |
—
|
-2,704 | -8.8% |
P
S
|
28,058 | $3,005,856 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.99% | 0.45% |
#20
31
Prev: #51
|
1.4 |
—
|
no change | no change |
P
S
|
2,996 | $2,891,140 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.97% | 1.36% |
#21
7
Prev: #14
|
0.9 |
—
|
-3,624 | -12.6% |
P
S
|
25,227 | $2,857,294 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.96% | 0.33% |
#22
45
Prev: #67
|
0.9 |
—
|
-95 | -3.7% |
P
S
|
2,441 | $2,817,925 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.94% | 0.90% |
#23
Prev: #23
|
0.9 |
—
|
25 | 0.6% |
P
S
|
4,015 | $2,757,542 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.93% | 0.99% |
#24
2
Prev: #22
|
0.9 |
—
|
-210 | -2.6% |
P
S
|
7,732 | $2,727,209 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLY
SELECT SECTOR S...
|
ETF | 0.93% | 1.01% |
#25
5
Prev: #20
|
0.9 |
—
|
-1,345 | -5.5% |
P
S
|
23,137 | $2,713,599 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 0.92% | 1.09% |
#26
7
Prev: #19
|
0.9 |
—
|
-2,712 | -4.3% |
P
S
|
59,660 | $2,705,025 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.89% | 0.81% |
#27
3
Prev: #30
|
0.9 |
—
|
-9 | -0.1% |
P
S
|
6,919 | $2,613,867 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
V
VISA INC
|
Financial Services | 0.86% | 0.84% |
#28
Prev: #28
|
0.8 |
—
|
30 | 0.4% |
P
S
|
7,338 | $2,517,604 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.84% | 0.85% |
#29
2
Prev: #27
|
0.8 |
—
|
-196 | -7.4% |
P
S
|
2,436 | $2,464,478 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.79% | 0.86% |
#30
5
Prev: #25
|
0.8 |
—
|
-104 | -2.2% |
P
S
|
4,633 | $2,318,653 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IVV
ISHARES TR
|
ETF | 0.77% | 0.75% |
#31
4
Prev: #35
|
0.8 |
—
|
-29 | -1.0% |
P
S
|
3,000 | $2,246,891 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.76% | 0.63% |
#32
8
Prev: #40
|
3.3 |
—
|
16,310 | 684.7% |
P
S
|
18,692 | $2,234,068 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.75% | 0.67% |
#33
5
Prev: #38
|
0.8 |
—
|
-184 | -1.7% |
P
S
|
10,526 | $2,200,359 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLB
SELECT SECTOR S...
|
ETF | 0.75% | 0.86% |
#34
8
Prev: #26
|
0.8 |
—
|
-2,295 | -5.1% |
P
S
|
43,136 | $2,192,604 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.73% | 0.61% |
#35
6
Prev: #41
|
0.8 |
—
|
36 | 2.1% |
P
S
|
1,791 | $2,148,752 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.72% | 0.89% |
#36
12
Prev: #24
|
0.8 |
—
|
-1,822 | -11.2% |
P
S
|
14,473 | $2,122,412 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.71% | 0.53% |
#37
7
Prev: #44
|
0.8 |
—
|
-6 | -0.3% |
P
S
|
1,947 | $2,074,099 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.67% | 0.99% |
#38
17
Prev: #21
|
0.8 |
—
|
225 | 0.8% |
P
S
|
27,456 | $1,960,358 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 0.66% | 0.75% |
#39
5
Prev: #34
|
0.8 |
—
|
-764 | -3.2% |
P
S
|
23,410 | $1,944,705 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.64% | 0.50% |
#40
7
Prev: #47
|
0.8 |
—
|
-1,018 | -6.0% |
P
S
|
15,860 | $1,862,930 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.63% | 0.74% |
#41
5
Prev: #36
|
0.8 |
—
|
-3 | -0.2% |
P
S
|
1,959 | $1,833,317 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.62% | 0.80% |
#42
10
Prev: #32
|
0.7 |
—
|
-153 | -2.6% |
P
S
|
5,800 | $1,816,307 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.60% | 0.80% |
#43
10
Prev: #33
|
0.7 |
—
|
-213 | -3.2% |
P
S
|
6,532 | $1,765,699 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.60% | 0.81% |
#44
13
Prev: #31
|
0.7 |
—
|
-1,322 | -3.1% |
P
S
|
41,352 | $1,750,847 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 0.57% | 0.58% |
#45
2
Prev: #43
|
0.7 |
—
|
-119 | -0.8% |
P
S
|
15,505 | $1,666,889 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.56% | 0.67% |
#46
9
Prev: #37
|
0.7 |
—
|
-1,005 | -5.3% |
P
S
|
17,802 | $1,642,650 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.53% | 0.38% |
#47
12
Prev: #59
|
0.7 |
—
|
-31 | -0.8% |
P
S
|
3,712 | $1,543,192 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
PTY
PIMCO CORPORATE...
|
Financial Services | 0.49% | 0.59% |
#48
6
Prev: #42
|
0.7 |
—
|
-9,795 | -7.6% |
P
S
|
119,172 | $1,433,647 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BA
BOEING CO
|
Industrials | 0.48% | 0.49% |
#49
1
Prev: #48
|
0.7 |
—
|
12 | 0.2% |
P
S
|
6,475 | $1,401,643 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.48% | 0.46% |
#50
Prev: #50
|
0.7 |
—
|
-9 | -0.2% |
P
S
|
5,542 | $1,394,596 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 |
Showing 1-50 of 170 holdings