Fund HoldingsZullo Investment Group, Inc.

Total Portfolio Value
$263.51M
Total Bought
$18.55M
Total Sold
$16.16M
Net Transaction
+$2.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR ENERG ETF
60,98767,864+6,8772,7274,1571.58%+1,431
SSGA ACTIVE TR
STATE STREET US
013,836+13,83607990.30%+799
SCHWAB STRATEGIC TR108,022119,654+11,6322,9633,6711.39%+708
JOHNSON & JOHNSON(JNJ)13,24413,551+3072,7413,3131.26%+571
CHEVRON CORPORATION(CVX)06,413+6,41301,3270.50%+1,327
FEDEX CORP(FDX)5,8185,953+1351,6812,1200.80%+440
EXXON MOBIL CORP7,0117,385+3748441,2530.48%+409
WALMART INC(WMT)28,70028,851+1513,1973,5861.36%+388
VERIZON COMMUNICATIONS INC(VZ)042,674+42,67402,1420.81%+2,142
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,9962,99608251,1740.45%+349
SELECT SECTOR SPDR TR
ST STR UTIL ETF
60,21362,372+2,1592,5712,8621.09%+292
SELECT SECTOR SPDR TR
ST STR MATER ETF
43,81645,431+1,6151,9872,2700.86%+283
SELECT SECTOR SPDR TR
ST STR INDL ETF
21,01421,842+8283,2603,5331.34%+273
COSTCO WHOLESALE CORPORATION(COST)01,962+1,96201,9550.74%+1,955
LOCKHEED MARTIN CORP(LMT)01,774+1,77401,0720.41%+1,072
CATERPILLAR INC(CAT)1,9511,953+21,1181,3840.53%+266
SSGA ACTIVE TR
STATE STREET IG
09,050+9,05002280.09%+228
KINDER MORGAN INC DEL(KMI)06,728+6,72802260.09%+226
APPLIED MATLS INC0644+64402200.08%+220
AMERICAN ELEC PWR CO INC01,650+1,65002160.08%+216
ISHARES TR01,024+1,02402160.08%+216
WW GRAINGER INC(GWW)0194+19402120.08%+212
VANGUARD WORLD FD
ENERGY ETF
01,205+1,20502090.08%+209
PROCTER & GAMBLE CO(PG)016,295+16,29502,3540.89%+2,354
CME GROUP INC(CME)0700+70002070.08%+207
DEVON ENERGY CORP NEW(DVN)04,002+4,00202010.08%+201
SELECT SECTOR SPDR TR
ST STR STAPL ETF
22,95924,174+1,2151,7831,9820.75%+198
TARGET CORP(TGT)05,364+5,36406500.25%+650
MERCK & CO INC(MRK)11,03911,122+831,1621,3380.51%+176
MICRON TECHNOLOGY INC(MU)2,3912,536+1456838570.33%+174
MARATHON PETE CORP(MPC)01,922+1,92204690.18%+469
LAM RESEARCH CORP(LRCX)3,1343,160+265376750.26%+139
TRANSOCEAN LTD(RIG)020,200+20,20001340.05%+134
PHILLIPS 66(PSX)02,332+2,33204250.16%+425
VALERO ENERGY CORP(VLO)01,390+1,39003440.13%+344
ANALOG DEVICES INC(ADI)2,7802,759-217548780.33%+124
MCDONALDS CORP(MCD)6,5066,745+2391,9892,0960.80%+108
SELECT SECTOR SPDR TR
ST STR REAL ETF
25,92428,119+2,1951,0461,1480.44%+102
NEXTERA ENERGY INC(NEE)9,4759,271-2047618610.33%+100
FREEPORT MCMORAN INC(FCX)14,79714,426-3717528480.32%+96
CLEVELAND-CLIFFS INC NEW(CLF)011,340+11,3400960.04%+96
ARM HOLDINGS PLC01,978+1,97802990.11%+299
L3HARRIS TECHNOLOGIES INC(LHX)01,576+1,57605440.21%+544
PEPSICO INC(PEP)7,1437,077-661,0251,0990.42%+74
ISHARES TR1,0501,367+3172262990.11%+74
PPL CORP(PPL)023,786+23,78609090.34%+909
COCA COLA CO(KO)09,118+9,11806930.26%+693
ALTRIA GROUP INC(MO)07,114+7,11404690.18%+469
RTX CORPORATION(RTX)4,6064,693+878459050.34%+61
SATELLOGIC INC011,015+11,0150600.02%+60
HONEYWELL INTL INC(HON)02,089+2,08904720.18%+472
ISHARES TR
CORE HIGH DV ETF
3,7503,75004565090.19%+53
STATE STR SPDR S&P 500 ETF T(SPY)01,010+1,01006570.25%+657
AIR PRODUCTS AND CHEMICALS I01,142+1,14203320.13%+332
INTEL CORP(INTC)6,7206,714-62482960.11%+48
CUMMINS INC(CMI)822854+324204600.17%+40
ILLINOIS TOOL WKS INC(ITW)02,761+2,76107190.27%+719
INVESCO QQQ TR01,205+1,20506960.26%+696
AMGEN INC(AMGN)1,2051,210+53954260.16%+31
NETFLIX INC.(NFLX)027,231+27,23102,6180.99%+2,618
NUCOR CORP(NUE)2,1372,191+543493710.14%+22
COLGATE PALMOLIVE CO(CL)2,6232,672+492072280.09%+20
PHILIP MORRIS INTL INC(PM)3,9613,96106356550.25%+20
ISHARES TR8,8208,846+265825970.23%+15
WASTE MGMT INC DEL(WM)2,4232,380-435325470.21%+15
SOUTHERN CO(SO)02,917+2,91702820.11%+282
NORTHWEST BANCSHARES INC(NWBI)16,11816,11801932050.08%+11
JOHNSON CONTROLS INTERNATION
SHS
1,7701,701-692122230.08%+11
GENERAL DYNAMICS CORP(GD)01,624+1,62405570.21%+557
VANECK ETF TRUST
SEMICONDUCTR ETF
943910-333403490.13%+9
VANGUARD TAX-MANAGED FDS3,4323,438+62142200.08%+6
ISHARES TR1,9451,921-242342390.09%+5
CHUBB LTD SWITZ
COM
1,0641,034-303323370.13%+5
ISHARES TR
CORE MSCI EAFE
3,0753,079+42752790.11%+4
MICROCHIP TECHNOLOGY INC.(MCHP)04,871+4,87103150.12%+315
PNC FINL SVCS GROUP INC(PNC)1,8201,827+73803800.14%0
SCHWAB STRATEGIC TR010,559+10,55902560.10%+256
ALLSTATE CORP(ALL)01,645+1,64503410.13%+341
FIDELITY D & D BANCORP INC5,9435,94302592570.10%-1
AFLAC INC(AFL)02,821+2,82103090.12%+309
VERTEX PHARMACEUTICALS INC(VRTX)659661+22992950.11%-4
STARBUCKS CORP(SBUX)3,7123,444-2683133090.12%-4
UNITED PARCEL SVCS INC(UPS)15,54415,624+801,5421,5370.58%-5
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
5,8425,870+284064010.15%-5
COMCAST CORP NEW(CCZ)08,452+8,45202430.09%+243
VANGUARD SPECIALIZED FUNDS1,2251,22502692630.10%-6
INVESCO TR INVT GRADE MUNS13,50013,50001401330.05%-7
CISCO SYS INC(CSCO)17,09216,878-2141,3171,3100.50%-7
INVESCO EXCH TRADED FD TR II10,24810,247-12222140.08%-8
LOWES COS INC(LOW)04,418+4,41801,0440.40%+1,044
ISHARES TR2,8132,833+202952830.11%-12
NORFOLK SOUTHN CORP(NSC)0842+84202420.09%+242
ISHARES TR1,7271,653-744254100.16%-15
SELECT SECTOR SPDR TR
ST STR CARE ETF
19,97720,984+1,0073,0933,0771.17%-16
CITIGROUP INC(C)5,2955,301+66186010.23%-17
NRG ENERGY INC(NRG)1,6541,65402632420.09%-22
VANGUARD INDEX FDS1,5511,55105204980.19%-22
ISHARES TR4,3434,364+216466220.24%-24
MEDTRONIC PLC(MDT)2,5882,561-272492220.08%-27
ISHARES TR02,791+2,79103160.12%+316
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