Fund HoldingsZullo Investment Group, Inc.

Total Portfolio Value
$246.56M
Total Bought
$25.36M
Total Sold
$24.75M
Net Transaction
+$610.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0136,199+136,199021,5188.73%+21,518
MICROSOFT CORP(MSFT)033,336+33,336016,5826.73%+16,582
META PLATFORMS INC(META)013,423+13,42309,9084.02%+9,908
SELECT SECTOR SPDR TR
ST STR TECHN ETF
032,978+32,97808,3513.39%+8,351
NETFLIX INC(NFLX)2,6982,715+172,5163,6361.47%+1,120
SHOPIFY INC(SHOP)08,287+8,28709560.39%+956
JPMORGAN CHASE & CO.(JPM)20,65320,718+655,0666,0062.44%+940
BROADCOM INC(AVGO)07,063+7,06301,9470.79%+1,947
AMAZON COM INC(AMZN)042,168+42,16809,2513.75%+9,251
TESLA INC(TSLA)010,851+10,85103,4471.40%+3,447
CROWDSTRIKE HLDGS INC(CRWD)4,3474,367+201,5332,2240.90%+691
ADVANCED MICRO DEVICES INC(AMD)011,288+11,28801,6020.65%+1,602
GOLDMAN SACHS GROUP INC(GS)2,6602,695+351,4531,9080.77%+455
ALPHABET INC(GOOG)018,896+18,89603,3521.36%+3,352
PALANTIR TECHNOLOGIES INC(PLTR)9,1008,811-2897681,2010.49%+433
SELECT SECTOR SPDR TR
ST STR INDL ETF
20,28320,757+4742,6583,0621.24%+404
SELECT SECTOR SPDR TR
ST STR SVC ETF
28,40528,819+4142,7403,1281.27%+388
VANGUARD WORLD FD
INF TECH ETF
02,468+2,46801,6370.66%+1,637
ALPHABET INC(GOOG)011,597+11,59702,0440.83%+2,044
MICRON TECHNOLOGY INC(MU)02,305+2,30502840.12%+284
SPOTIFY TECHNOLOGY S A(SPOT)1,1801,200+206499210.37%+272
SELECT SECTOR SPDR TR
ST STR DISCR ETF
011,481+11,48102,4951.01%+2,495
NRG ENERGY INC(NRG)01,654+1,65402660.11%+266
VANECK ETF TRUST
SEMICONDUCTR ETF
0941+94102630.11%+263
SELECT SECTOR SPDR TR
ST STR FINL ETF
104,309104,207-1025,1965,4572.21%+262
BOEING CO(BA)6,2766,353+771,0701,3310.54%+261
MORGAN STANLEY(MS)010,780+10,78001,5190.62%+1,519
NUSCALE PWR CORP(SMR)06,205+6,20502450.10%+245
UBER TECHNOLOGIES INC(UBER)17,14816,010-1,1381,2491,4940.61%+244
SSGA ACTIVE TR
STATE STREET IG
09,400+9,40002370.10%+237
SCHWAB CHARLES CORP(SCHW)19,91619,675-2411,5591,7950.73%+236
PIMCO CORPORATE & INCOME OPP(PTY)134,674155,678+21,0041,9472,1650.88%+218
VANGUARD INDEX FDS03,990+3,99002,2660.92%+2,266
SERVICENOW INC(NOW)0918+91809440.38%+944
PROSHARES TR
PSHS ULTRA QQQ
01,800+1,80002120.09%+212
PENNS WOODS BANCORP INC06,800+6,80002060.08%+206
VANGUARD TAX-MANAGED FDS03,621+3,62102060.08%+206
VALERO ENERGY CORP(VLO)01,509+1,50902030.08%+203
BOOKING HOLDINGS INC(BKNG)035+3502030.08%+203
ORACLE CORP(ORCL)02,361+2,36105160.21%+516
ISHARES TR03,221+3,22102,0000.81%+2,000
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,9962,99602554320.18%+178
RIGETTI COMPUTING INC(RGTI)014,300+14,30001700.07%+170
CAPITAL ONE FINL CORP(COF)2,4142,735+3214335820.24%+149
CATERPILLAR INC(CAT)2,0322,084+526708090.33%+139
FIRST TR EXCHANGE-TRADED FD8,6508,65001,0461,1810.48%+135
CISCO SYS INC(CSCO)18,59218,162-4301,1471,2600.51%+113
MICROCHIP TECHNOLOGY INC.(MCHP)05,172+5,17203640.15%+364
SELECT SECTOR SPDR TR
ST STR UTIL ETF
28,35728,727+3702,2362,3460.95%+110
ARM HOLDINGS PLC2,1542,102-522303400.14%+110
INVESCO QQQ TR01,179+1,17906510.26%+651
COSTCO WHSL CORP NEW(COST)01,924+1,92401,9050.77%+1,905
FREEPORT-MCMORAN INC(FCX)13,92814,385+4575276240.25%+96
ANALOG DEVICES INC(ADI)02,980+2,98007090.29%+709
BANK AMERICA CORP16,02916,146+1176697640.31%+95
PHILIP MORRIS INTL INC(PM)3,9353,93506257170.29%+92
CITIGROUP INC(C)5,3095,498+1893774680.19%+91
VANGUARD INDEX FDS01,065+1,06504670.19%+467
LAM RESEARCH CORP(LRCX)3,2073,144-632333060.12%+73
L3HARRIS TECHNOLOGIES INC(LHX)1,7001,699-13564260.17%+71
SALESFORCE INC(CRM)02,829+2,82907720.31%+772
SPDR S&P 500 ETF TR(SPY)0922+92205700.23%+570
ISHARES TR4,4044,386-185375920.24%+55
RTX CORPORATION(RTX)4,7264,657-696266800.28%+54
ISHARES TR3,1183,119+12893430.14%+54
AUTODESK INC01,039+1,03903220.13%+322
PALO ALTO NETWORKS INC(PANW)2,1732,052-1213714200.17%+49
LOCKHEED MARTIN CORP(LMT)01,719+1,71907960.32%+796
HONEYWELL INTL INC(HON)02,332+2,33205430.22%+543
VANGUARD INDEX FDS1,5511,55104264710.19%+45
ISHARES TR02,811+2,81102600.11%+260
WELLS FARGO CO NEW(WFC)6,3276,218-1094544980.20%+44
MARATHON PETE CORP(MPC)2,0252,027+22953370.14%+42
MASTERCARD INCORPORATED(MA)1,0301,073+435656030.24%+38
GENERAL DYNAMICS CORP(GD)1,6811,694+134584940.20%+36
SELECT SECTOR SPDR TR
ST STR MATER ETF
20,84620,794-521,7921,8260.74%+34
CHIPOTLE MEXICAN GRILL INC(CMG)05,241+5,24102940.12%+294
ISHARES TR01,751+1,75103780.15%+378
BLACKROCK INC(BLK)373364-93533820.15%+29
ISHARES TR09,132+9,13205660.23%+566
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
5,7465,785+393363630.15%+27
VISA INC(V)7,3567,334-222,5782,6041.06%+26
3M CO(MMM)03,718+3,71805660.23%+566
FIDELITY D & D BANCORP INC05,943+5,94302730.11%+273
CUMMINS INC(CMI)775821+462432690.11%+26
ISHARES TR
CORE MSCI EAFE
3,2073,20702432680.11%+25
ADOBE INC(ADBE)856892+363283450.14%+17
NORFOLK SOUTHN CORP(NSC)884883-12092260.09%+17
SELECT SECTOR SPDR TR
ST STR STAPL ETF
21,34121,730+3891,7431,7600.71%+17
VANGUARD SPECIALIZED FUNDS1,2251,22502382510.10%+13
SNAP INC(SNAP)10,67512,040+1,365931050.04%+12
PNC FINL SVCS GROUP INC(PNC)1,8331,790-433223340.14%+12
DISNEY WALT CO(DIS)05,657+5,65707020.28%+702
ALTRIA GROUP INC(MO)6,8987,211+3134144230.17%+9
NUCOR CORP(NUE)2,7902,654-1363363440.14%+8
INVESCO EXCH TRADED FD TR II10,18810,388+2002052120.09%+7
ISHARES TR2,0421,967-752132150.09%+2
ABBOTT LABS3,9833,896-875285300.21%+2
AUTOMATIC DATA PROCESSING IN1,8891,870-195775770.23%-0
SOUTHERN CO(SO)3,3273,305-223063040.12%-2
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