Zullo Investment Group, Inc.

13F filer, CIK 1909760, SCRANTON, PA

Zullo Investment Group, Inc. reported $240,859,774 across 150 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-15. Its ten largest share positions make up 46.39% of the portfolio.

Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-004857

Period: 2024-09-30
Reported value: $241M
Holdings: 150
Top 10 weight: 46.39%
New: 4
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+6,356	$1.1M
NVDAadded	+7,476	$908K
AAPLadded	+1,055	$246K
NSCnew	+918	$228K
UNPnew	+837	$206K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-324	-$345K
BLACKROCK INCexited	-405	-$319K
INTCexited	-9,074	-$281K
BAreduced	-1,496	-$227K
RDVYreduced	-3,574	-$212K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-004857, largest first. % of portfolio is the value over $240,859,774, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	172,402	$40.2M	16.68%	+1,055	Timeline
NVDANVIDIA CORPORATION	139,437	$16.9M	7.03%	+7,476	Timeline
MSFTMICROSOFT CORP	34,593	$14.9M	6.18%	+464	Timeline
AMZNAMAZON COM INC	45,618	$8.5M	3.53%	+321	Timeline
METAMETA PLATFORMS INC	13,586	$7.78M	3.23%	+42	Timeline
XLKSELECT SECTOR SPDR TR	33,194	$7.49M	3.11%	+272	Timeline
XLFSELECT SECTOR SPDR TR	105,703	$4.79M	1.99%	+402	Timeline
JPMJPMORGAN CHASE & CO	20,405	$4.3M	1.79%	-99	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	5	$3.46M	1.43%	0	Timeline
HDHOME DEPOT INC	8,429	$3.42M	1.42%	+79	Timeline
GOOGALPHABET INC	19,432	$3.25M	1.35%	+134	Timeline
WMTWALMART INC	40,132	$3.24M	1.35%	+262	Timeline
XLVSELECT SECTOR SPDR TR	19,446	$3M	1.24%	+254	Timeline
JNJJOHNSON & JOHNSON	17,631	$2.86M	1.19%	-244	Timeline
SCHDSCHWAB STRATEGIC TR	33,234	$2.81M	1.17%	+437	Timeline
XLISELECT SECTOR SPDR TR	20,559	$2.78M	1.16%	+40	Timeline
TSLATESLA INC	10,364	$2.71M	1.13%	-73	Timeline
XLESELECT SECTOR SPDR TR	30,630	$2.69M	1.12%	-253	Timeline
XLCSELECT SECTOR SPDR TR	29,524	$2.67M	1.11%	+343	Timeline
PGPROCTER & GAMBLE CO	15,275	$2.65M	1.1%	+42	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,481	$2.52M	1.05%	+2	Timeline
VZVERIZON COMMUNICATIONS INC	54,552	$2.45M	1.02%	-151	Timeline
UPSUNITED PARCEL SVCS INC	17,560	$2.39M	0.99%	-66	Timeline
XLUSELECT SECTOR SPDR TR	29,434	$2.38M	0.99%	+80	Timeline
XLYSELECT SECTOR SPDR TR	11,686	$2.34M	0.97%	+166	Timeline
IBMINTERNATIONAL BUSINESS MACHS	9,676	$2.14M	0.89%	-204	Timeline
VOOVANGUARD INDEX FDS	3,990	$2.11M	0.87%	0	Timeline
XLBSELECT SECTOR SPDR TR	20,963	$2.02M	0.84%	+342	Timeline
MCDMCDONALDS CORP	6,609	$2.01M	0.84%	+239	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,264	$2.01M	0.83%	+26	Timeline
VVISA INC	7,224	$1.99M	0.82%	+73	Timeline
UNHUNITEDHEALTH GROUP INC	3,388	$1.98M	0.82%	+37	Timeline
NFLXNETFLIX INC.	2,697	$1.91M	0.79%	-15	Timeline
IVVISHARES TR	3,296	$1.9M	0.79%	-7	Timeline
FDXFEDEX CORP	6,660	$1.82M	0.76%	+203	Timeline
GOOGLALPHABET INC	10,985	$1.82M	0.76%	-12	Timeline
AMDADVANCED MICRO DEVICES INC	11,099	$1.82M	0.76%	+31	Timeline
XLPSELECT SECTOR SPDR TR	21,417	$1.78M	0.74%	+242	Timeline
XOMEXXON MOBIL CORP	13,943	$1.63M	0.68%	-7	Timeline
VGTVANGUARD WORLD FD	2,466	$1.45M	0.6%	-11	Timeline
SCHWCHARLES SCHWAB CORP (THE)	20,696	$1.34M	0.56%	+111	Timeline
KOCOCA COLA CO	18,429	$1.32M	0.55%	+11	Timeline
LLYELI LILLY & CO	1,476	$1.31M	0.54%	+13	Timeline
PEPPEPSICO INC	7,684	$1.31M	0.54%	+90	Timeline
MRKMERCK & CO INC	11,274	$1.28M	0.53%	-135	Timeline
QCOMQUALCOMM INC	7,417	$1.26M	0.52%	-106	Timeline
GSGOLDMAN SACHS GROUP INC	2,546	$1.26M	0.52%	+23	Timeline
XLRESELECT SECTOR SPDR TR	27,718	$1.24M	0.51%	-214	Timeline
AVGOBROADCOM INC	7,070	$1.22M	0.51%	+6,356	Timeline
LOWLOWES COS INC	4,419	$1.2M	0.5%	+28	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,267	$1.2M	0.5%	+168	Timeline
MSMORGAN STANLEY	11,411	$1.19M	0.49%	-74	Timeline
PRUPRUDENTIAL FINL INC	9,541	$1.16M	0.48%	+153	Timeline
UBERUBER TECHNOLOGIES INC	15,176	$1.14M	0.47%	+175	Timeline
TGTTARGET CORP	7,292	$1.14M	0.47%	+394	Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	8,650	$1.09M	0.45%	0	Timeline
ABBVABBVIE INC	5,120	$1.01M	0.42%	-8	Timeline
LMTLOCKHEED MARTIN CORP	1,656	$968K	0.4%	-19	Timeline
NEENEXTERA ENERGY INC	10,742	$908K	0.38%	-188	Timeline
AXPAMERICAN EXPRESS CO	3,267	$886K	0.37%	+20	Timeline
BABOEING CO	5,472	$832K	0.35%	-1,496	Timeline
PPLPPL CORP	25,064	$829K	0.34%	+85	Timeline
CSCOCISCO SYS INC	15,571	$829K	0.34%	+172	Timeline
ITWILLINOIS TOOL WKS INC	3,081	$808K	0.34%	-27	Timeline
NOWSERVICENOW INC	832	$744K	0.31%	0	Timeline
SHOPSHOPIFY INC	9,244	$741K	0.31%	+44	Timeline
ADIANALOG DEVICES INC	3,204	$738K	0.31%	-32	Timeline
CVXCHEVRON CORPORATION	4,906	$723K	0.3%	+131	Timeline
FCXFREEPORT MCMORAN INC	14,451	$721K	0.3%	+3	Timeline
CATCATERPILLAR INC	1,765	$691K	0.29%	+12	Timeline
DISDISNEY WALT CO	7,118	$685K	0.28%	-2,162	Timeline
MMM3M CO	4,999	$683K	0.28%	-331	Timeline
CRMSALESFORCE INC	2,350	$643K	0.27%	+60	Timeline
BACBANK OF AMER CORP	15,892	$631K	0.26%	+50	Timeline
RTXRTX CORPORATION	5,140	$623K	0.26%	+13	Timeline
IJHISHARES TR	9,888	$616K	0.26%	-139	Timeline
QQQINVESCO QQQ TR	1,229	$600K	0.25%	0	Timeline
ITOTISHARES TR	4,509	$567K	0.24%	-20	Timeline
GDGENERAL DYNAMICS CORP	1,858	$562K	0.23%	-22	Timeline
CLXCLOROX CO DEL	3,306	$539K	0.22%	-242	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,922	$532K	0.22%	+55	Timeline
WMWASTE MGMT INC DEL	2,561	$532K	0.22%	-17	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	910	$522K	0.22%	-6	Timeline
HONHONEYWELL INTL INC	2,421	$501K	0.21%	-56	Timeline
KHCKRAFT HEINZ CO	13,631	$479K	0.2%	0	Timeline
PMPHILIP MORRIS INTL INC	3,935	$478K	0.2%	0	Timeline
KMBKIMBERLY-CLARK CORP	3,329	$474K	0.2%	-59	Timeline
NKENIKE INC	5,297	$468K	0.19%	-2,042	Timeline
MAMASTERCARD INCORPORATED	946	$467K	0.19%	+53	Timeline
HDVISHARES TR	3,750	$441K	0.18%	0	Timeline
VTIVANGUARD INDEX FDS	1,551	$439K	0.18%	-27	Timeline
ABTABBOTT LABORATORIES	3,791	$432K	0.18%	-128	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	5,360	$430K	0.18%	0	Timeline
AMGNAMGEN INC	1,327	$428K	0.18%	-24	Timeline
SPOTSPOTIFY TECHNOLOGY S A	1,155	$426K	0.18%	0	Timeline
NUENUCOR CORP	2,788	$419K	0.17%	+11	Timeline
CMCSACOMCAST CORP NEW	9,999	$418K	0.17%	-155	Timeline
SBUXSTARBUCKS CORP	4,264	$416K	0.17%	-555	Timeline
COFCAPITAL ONE FINL CORP	2,757	$413K	0.17%	-23	Timeline
IWMISHARES TR	1,848	$408K	0.17%	-98	Timeline
ADBEADOBE INC	786	$407K	0.17%	-9	Timeline
VUGVANGUARD INDEX FDS	1,060	$407K	0.17%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,663	$396K	0.16%	-60	Timeline
PANWPALO ALTO NETWORKS INC	1,134	$388K	0.16%	-120	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	3,312	$363K	0.15%	-105	Timeline
ORCLORACLE CORP	2,126	$362K	0.15%	-47	Timeline
VRTXVERTEX PHARMACEUTICALS INC	752	$350K	0.15%	-28	Timeline
PTYPIMCO CORPORATE & INCOME OPP	23,831	$343K	0.14%	+11,592	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,150	$342K	0.14%	-82	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	5,684	$337K	0.14%	-3,574	Timeline
AFLAFLAC INC	2,991	$334K	0.14%	-152	Timeline
PNCPNC FINL SVCS GROUP INC	1,793	$332K	0.14%	-44	Timeline
WFCWELLS FARGO & CO	5,847	$330K	0.14%	+43	Timeline
CLCOLGATE PALMOLIVE CO	3,157	$328K	0.14%	-25	Timeline
MOALTRIA GROUP INC	6,323	$323K	0.13%	-136	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,595	$322K	0.13%	+575	Timeline
ALLALLSTATE CORP	1,660	$315K	0.13%	0	Timeline
SOSOUTHERN CO	3,475	$313K	0.13%	+118	Timeline
CBCHUBB LIMITED	1,063	$307K	0.13%	+49	Timeline
CCITIGROUP INC	4,812	$301K	0.13%	+21	Timeline
MPCMARATHON PETE CORP	1,848	$301K	0.12%	0	Timeline
IVWISHARES TR	3,118	$299K	0.12%	-45	Timeline
PLTRPALANTIR TECHNOLOGIES INC	7,938	$295K	0.12%	-2,600	Timeline
FDBCFIDELITY D & D BANCORP INC	5,943	$293K	0.12%	0	Timeline
ADSKAUTODESK INC	1,050	$289K	0.12%	-54	Timeline
SCHOSCHWAB STRATEGIC TR	5,881	$288K	0.12%	-497	Timeline
TWOTWO HARBORS INVENTMENT CORPO	20,743	$288K	0.12%	+778	Timeline
IXNISHARES TR	3,471	$286K	0.12%	0	Timeline
AGGISHARES TR	2,729	$276K	0.11%	-218	Timeline
ARMARM HOLDINGS PLC	1,830	$262K	0.11%	-92	Timeline
CMICUMMINS INC	788	$255K	0.11%	+1	Timeline
IEFAISHARES TR	3,268	$255K	0.11%	-21	Timeline
IJRISHARES TR	2,172	$254K	0.11%	0	Timeline
MDTMEDTRONIC PLC	2,784	$251K	0.1%	-64	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	399	$247K	0.1%	-22	Timeline
VEAVANGUARD TAX-MANAGED FDS	4,646	$245K	0.1%	-59	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,225	$243K	0.1%	0	Timeline
BKNGBOOKING HOLDINGS INC	56	$236K	0.1%	0	Timeline
PSXPHILLIPS 66	1,769	$233K	0.1%	+1	Timeline
DOWDOW HLDGS INC	4,235	$231K	0.1%	+85	Timeline
NSCNORFOLK SOUTHN CORP	918	$228K	0.09%	new	Timeline
GWWWW GRAINGER INC	209	$218K	0.09%	-24	Timeline
SWKSSKYWORKS SOLUTIONS INC	2,160	$213K	0.09%	-100	Timeline
UNPUNION PAC CORP	837	$206K	0.09%	new	Timeline
IVEISHARES TR	1,022	$202K	0.08%	new	Timeline
VGMINVESCO TR INVT GRADE MUNS	13,500	$143K	0.06%	0	Timeline
FFORD MTR CO	10,443	$110K	0.05%	+26	Timeline
EVGOEVGO INC	11,800	$48.9K	0.02%	-2,000	Timeline
ProKidney CorpProKidney Corp	20,420	$39.2K	0.02%	0
BIOVIE INCBIOVIE INC	25,000	$30K	0.01%	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	324	$345K	shares
BLACKROCK INCBLACKROCK INC	405	$319K	shares
INTCINTEL CORP	9,074	$281K	shares
CYHCOMMUNITY HEALTH SYS INC NEW	17,000	$57.1K	shares
ALIGOS THERAPEUTICS INC COM…ALIGOS THERAPEUTICS INC COM NEW	13,000	$4.55K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-004857	base		2024-10-15	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC