ETF Holders

Zullo Investment Group, Inc. ETF holdings

Scranton, PA

Reported $65.9M in 41 ETFs in its Form 13F for June 30, 2026.

ETF value
$65.9M
ETFs held
41
Change from prior quarter
+10.7%
With price moves
ETFs as a share of its 13F
22.5%
of $293.1M

Top 10 of 41 ETF holdings

TickerFundValueSharesChange
XLKState Street Technology Select Sector SPDR ETF$12.5M65,396−2,684 shares
XLFState Street Financial Select Sector SPDR ETF$5.6M104,731−2,413 shares
SCHDSchwab U.S. Dividend Equity ETF$4.3M135,169+15,515 shares
XLIState Street Industrial Select Sector SPDR ETF$3.9M20,943−899 shares
XLEState Street Energy Select Sector SPDR ETF$3.4M64,112−3,752 shares
XLVState Street Health Care Select Sector SPDR ETF$3.2M20,430−554 shares
XLCState Street Communication Services Select Sector SPDR ETF$3.0M28,058−2,704 shares
VOOVanguard S&P 500 ETF$2.8M4,015+25 shares
XLYState Street Consumer Discretionary Select Sector SPDR ETF$2.7M23,137−1,345 shares
XLUState Street Utilities Select Sector SPDR ETF$2.7M59,660−2,712 shares
31 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001909760. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Zullo Investment Group, Inc. own?

Zullo Investment Group, Inc. reported 41 ETF positions worth $65.9M in its Form 13F for June 30, 2026. The largest was XLK, at $12.5M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.