Zullo Investment Group, Inc.

13F filer, CIK 1909760, SCRANTON, PA

Zullo Investment Group, Inc. reported $247,659,021 across 148 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-03. Its ten largest share positions make up 48.27% of the portfolio.

Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000702

Period: 2024-12-31
Reported value: $248M
Holdings: 148
Top 10 weight: 48.27%
New: 6
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHDadded	+58,776	$1.61M
PTYadded	+33,688	$484K
BLKnew	+370	$379K
LRCXnew	+3,258	$235K
PENNS WOODS BANCORP INCnew	+6,800	$207K

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
AAPLreduced	-1,062	-$266K
TMOexited	-399	-$247K
BKNGexited	-56	-$236K
DOWexited	-4,235	-$231K
SWKSexited	-2,160	-$213K

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, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000702, largest first. % of portfolio is the value over $247,659,021, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	171,340	$42.9M	17.33%	-1,062	Timeline
NVDANVIDIA CORPORATION	139,685	$18.8M	7.57%	+248	Timeline
MSFTMICROSOFT CORP	34,553	$14.6M	5.88%	-40	Timeline
AMZNAMAZON COM INC	45,468	$9.98M	4.03%	-150	Timeline
METAMETA PLATFORMS INC	13,516	$7.91M	3.2%	-70	Timeline
XLKSELECT SECTOR SPDR TR	32,761	$7.62M	3.08%	-433	Timeline
XLFSELECT SECTOR SPDR TR	104,516	$5.05M	2.04%	-1,187	Timeline
JPMJPMORGAN CHASE & CO	20,515	$4.92M	1.99%	+110	Timeline
TSLATESLA INC	10,228	$4.13M	1.67%	-136	Timeline
GOOGALPHABET INC	19,497	$3.71M	1.5%	+65	Timeline
WMTWALMART INC	40,149	$3.63M	1.46%	+17	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	5	$3.4M	1.37%	0	Timeline
HDHOME DEPOT INC	8,553	$3.33M	1.34%	+124	Timeline
XLCSELECT SECTOR SPDR TR	28,325	$2.74M	1.11%	-1,199	Timeline
XLISELECT SECTOR SPDR TR	20,292	$2.67M	1.08%	-267	Timeline
XLVSELECT SECTOR SPDR TR	19,334	$2.66M	1.07%	-112	Timeline
XLESELECT SECTOR SPDR TR	30,484	$2.61M	1.05%	-146	Timeline
PGPROCTER & GAMBLE CO	15,260	$2.56M	1.03%	-15	Timeline
XLYSELECT SECTOR SPDR TR	11,250	$2.52M	1.02%	-436	Timeline
SCHDSCHWAB STRATEGIC TR	92,010	$2.51M	1.01%	+58,776	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,481	$2.48M	1%	0	Timeline
JNJJOHNSON & JOHNSON	16,847	$2.44M	0.98%	-784	Timeline
NFLXNETFLIX INC.	2,663	$2.37M	0.96%	-34	Timeline
VVISA INC	7,263	$2.3M	0.93%	+39	Timeline
UPSUNITED PARCEL SVCS INC	17,491	$2.21M	0.89%	-69	Timeline
XLUSELECT SECTOR SPDR TR	29,005	$2.2M	0.89%	-429	Timeline
VZVERIZON COMMUNICATIONS INC	53,906	$2.16M	0.87%	-646	Timeline
VOOVANGUARD INDEX FDS	3,990	$2.15M	0.87%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	9,688	$2.13M	0.86%	+12	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,263	$2.07M	0.84%	-1	Timeline
GOOGLALPHABET INC	10,949	$2.07M	0.84%	-36	Timeline
IVVISHARES TR	3,270	$1.93M	0.78%	-26	Timeline
FDXFEDEX CORP	6,613	$1.86M	0.75%	-47	Timeline
MCDMCDONALDS CORP	6,316	$1.83M	0.74%	-293	Timeline
XLBSELECT SECTOR SPDR TR	20,666	$1.74M	0.7%	-297	Timeline
UNHUNITEDHEALTH GROUP INC	3,349	$1.69M	0.68%	-39	Timeline
XLPSELECT SECTOR SPDR TR	21,255	$1.67M	0.67%	-162	Timeline
AVGOBROADCOM INC	7,073	$1.64M	0.66%	+3	Timeline
XOMEXXON MOBIL CORP	14,333	$1.54M	0.62%	+390	Timeline
VGTVANGUARD WORLD FD	2,456	$1.53M	0.62%	-10	Timeline
SCHWCHARLES SCHWAB CORP (THE)	20,385	$1.51M	0.61%	-311	Timeline
GSGOLDMAN SACHS GROUP INC	2,575	$1.47M	0.6%	+29	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,304	$1.47M	0.59%	+37	Timeline
MSMORGAN STANLEY	10,953	$1.38M	0.56%	-458	Timeline
AMDADVANCED MICRO DEVICES INC	11,177	$1.35M	0.55%	+78	Timeline
PEPPEPSICO INC	7,709	$1.17M	0.47%	+25	Timeline
LLYELI LILLY & CO	1,513	$1.17M	0.47%	+37	Timeline
KOCOCA COLA CO	18,621	$1.16M	0.47%	+192	Timeline
QCOMQUALCOMM INC	7,368	$1.13M	0.46%	-49	Timeline
PRUPRUDENTIAL FINL INC	9,528	$1.13M	0.46%	-13	Timeline
MRKMERCK & CO INC	11,318	$1.13M	0.45%	+44	Timeline
LOWLOWES COS INC	4,493	$1.11M	0.45%	+74	Timeline
XLRESELECT SECTOR SPDR TR	26,853	$1.09M	0.44%	-865	Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	8,650	$1.08M	0.44%	0	Timeline
AXPAMERICAN EXPRESS CO	3,397	$1.01M	0.41%	+130	Timeline
BABOEING CO	5,602	$992K	0.4%	+130	Timeline
SHOPSHOPIFY INC	9,301	$989K	0.4%	+57	Timeline
UBERUBER TECHNOLOGIES INC	16,291	$983K	0.4%	+1,115	Timeline
TGTTARGET CORP	7,268	$983K	0.4%	-24	Timeline
NOWSERVICENOW INC	898	$952K	0.38%	+66	Timeline
ABBVABBVIE INC	5,214	$927K	0.37%	+94	Timeline
CSCOCISCO SYS INC	15,321	$907K	0.37%	-250	Timeline
PTYPIMCO CORPORATE & INCOME OPP	57,519	$827K	0.33%	+33,688	Timeline
CRMSALESFORCE INC	2,393	$800K	0.32%	+43	Timeline
LMTLOCKHEED MARTIN CORP	1,635	$795K	0.32%	-21	Timeline
DISDISNEY WALT CO	7,011	$781K	0.32%	-107	Timeline
PPLPPL CORP	24,028	$780K	0.31%	-1,036	Timeline
ITWILLINOIS TOOL WKS INC	3,008	$763K	0.31%	-73	Timeline
NEENEXTERA ENERGY INC	10,516	$754K	0.3%	-226	Timeline
CVXCHEVRON CORPORATION	5,083	$736K	0.3%	+177	Timeline
BACBANK OF AMER CORP	15,860	$697K	0.28%	-32	Timeline
CATCATERPILLAR INC	1,897	$688K	0.28%	+132	Timeline
ADIANALOG DEVICES INC	3,159	$671K	0.27%	-45	Timeline
PLTRPALANTIR TECHNOLOGIES INC	8,684	$657K	0.27%	+746	Timeline
IJHISHARES TR	9,712	$605K	0.24%	-176	Timeline
QQQINVESCO QQQ TR	1,165	$596K	0.24%	-64	Timeline
MMM3M CO	4,505	$582K	0.23%	-494	Timeline
ITOTISHARES TR	4,427	$569K	0.23%	-82	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,896	$555K	0.22%	-26	Timeline
RTXRTX CORPORATION	4,707	$545K	0.22%	-433	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	925	$542K	0.22%	+15	Timeline
FCXFREEPORT MCMORAN INC	14,143	$539K	0.22%	-308	Timeline
HONHONEYWELL INTL INC	2,377	$537K	0.22%	-44	Timeline
SPOTSPOTIFY TECHNOLOGY S A	1,155	$517K	0.21%	0	Timeline
MAMASTERCARD INCORPORATED	958	$505K	0.2%	+12	Timeline
WMWASTE MGMT INC DEL	2,486	$502K	0.2%	-75	Timeline
CLXCLOROX CO DEL	3,043	$494K	0.2%	-263	Timeline
PMPHILIP MORRIS INTL INC	3,935	$474K	0.19%	0	Timeline
COFCAPITAL ONE FINL CORP	2,613	$466K	0.19%	-144	Timeline
GDGENERAL DYNAMICS CORP	1,715	$452K	0.18%	-143	Timeline
VTIVANGUARD INDEX FDS	1,551	$449K	0.18%	0	Timeline
ABTABBOTT LABORATORIES	3,864	$437K	0.18%	+73	Timeline
VUGVANGUARD INDEX FDS	1,060	$435K	0.18%	0	Timeline
WFCWELLS FARGO & CO	6,180	$434K	0.18%	+333	Timeline
HDVISHARES TR	3,750	$421K	0.17%	0	Timeline
KHCKRAFT HEINZ CO	13,631	$419K	0.17%	0	Timeline
KMBKIMBERLY-CLARK CORP	3,179	$417K	0.17%	-150	Timeline
PANWPALO ALTO NETWORKS INC	2,158	$393K	0.16%	+1,024	Timeline
IWMISHARES TR	1,748	$386K	0.16%	-100	Timeline
BLKBLACKROCK INC	370	$379K	0.15%	new	Timeline
ORCLORACLE CORP	2,198	$366K	0.15%	+72	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,717	$361K	0.15%	+54	Timeline
SBUXSTARBUCKS CORP	3,942	$360K	0.15%	-322	Timeline
CCITIGROUP INC	5,095	$359K	0.14%	+283	Timeline
AMGNAMGEN INC	1,364	$356K	0.14%	+37	Timeline
MOALTRIA GROUP INC	6,736	$352K	0.14%	+413	Timeline
PNCPNC FINL SVCS GROUP INC	1,807	$349K	0.14%	+14	Timeline
ADBEADOBE INC	780	$347K	0.14%	-6	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	5,712	$338K	0.14%	+28	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,150	$334K	0.13%	0	Timeline
CMCSACOMCAST CORP NEW	8,814	$331K	0.13%	-1,185	Timeline
NKENIKE INC	4,371	$331K	0.13%	-926	Timeline
VRTXVERTEX PHARMACEUTICALS INC	802	$323K	0.13%	+50	Timeline
ALLALLSTATE CORP	1,660	$320K	0.13%	0	Timeline
NUENUCOR CORP	2,739	$320K	0.13%	-49	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,295	$319K	0.13%	-300	Timeline
IVWISHARES TR	3,118	$317K	0.13%	0	Timeline
AFLAFLAC INC	2,991	$309K	0.12%	0	Timeline
ADSKAUTODESK INC	1,026	$303K	0.12%	-24	Timeline
CBCHUBB LIMITED	1,093	$302K	0.12%	+30	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	5,235	$300K	0.12%	-125	Timeline
IXNISHARES TR	3,448	$292K	0.12%	-23	Timeline
FDBCFIDELITY D & D BANCORP INC	5,943	$290K	0.12%	0	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	3,235	$279K	0.11%	-77	Timeline
MPCMARATHON PETE CORP	1,986	$277K	0.11%	+138	Timeline
SOSOUTHERN CO	3,362	$277K	0.11%	-113	Timeline
CMICUMMINS INC	790	$276K	0.11%	+2	Timeline
SCHOSCHWAB STRATEGIC TR	10,752	$259K	0.1%	+4,871	Timeline
AGGISHARES TR	2,638	$256K	0.1%	-91	Timeline
CLCOLGATE PALMOLIVE CO	2,810	$255K	0.1%	-347	Timeline
IJRISHARES TR	2,098	$242K	0.1%	-74	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,225	$240K	0.1%	0	Timeline
ARMARM HOLDINGS PLC	1,915	$236K	0.1%	+85	Timeline
LRCXLAM RESEARCH CORP	3,258	$235K	0.1%	new	Timeline
TWOTWO HARBORS INVENTMENT CORPO	19,511	$231K	0.09%	-1,232	Timeline
IEFAISHARES TR	3,211	$226K	0.09%	-57	Timeline
MDTMEDTRONIC PLC	2,758	$220K	0.09%	-26	Timeline
NSCNORFOLK SOUTHN CORP	910	$214K	0.09%	-8	Timeline
VEAVANGUARD TAX-MANAGED FDS	4,450	$213K	0.09%	-196	Timeline
GWWWW GRAINGER INC	201	$212K	0.09%	-8	Timeline
PENNS WOODS BANCORP INCPENNS WOODS BANCORP INC	6,800	$207K	0.08%	new
PSXPHILLIPS 66	1,774	$202K	0.08%	+5	Timeline
PAYXPAYCHEX INC	1,429	$200K	0.08%	new	Timeline
VGMINVESCO TR INVT GRADE MUNS	13,500	$136K	0.06%	0	Timeline
RIGTRANSOCEAN LTD	32,400	$122K	0.05%	new	Timeline
SNAPSNAP INC	10,675	$115K	0.05%	new	Timeline
BIOVIE INCBIOVIE INC	23,000	$46K	0.02%	-2,000
ProKidney CorpProKidney Corp	12,120	$20.5K	0.01%	-8,300

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
TMOTHERMO FISHER SCIENTIFIC INC	399	$247K	shares
BKNGBOOKING HOLDINGS INC	56	$236K	shares
DOWDOW HLDGS INC	4,235	$231K	shares
SWKSSKYWORKS SOLUTIONS INC	2,160	$213K	shares
UNPUNION PAC CORP	837	$206K	shares
IVEISHARES TR	1,022	$202K	shares
FFORD MTR CO	10,443	$110K	shares
EVGOEVGO INC	11,800	$48.9K	shares

How Q4 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 0001085146-25-000702	base		2025-02-03	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC