Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $969 Million
  • Q2 2025

Zuckerman Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $969 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $60.8M, Ulta Beauty, Inc. with a value of $51.9M, Mckesson Corp with a value of $36.6M, Microsoft Corp with a value of $34M, and Kkr & Co. Inc. with a value of $30.4M.

Examining the 13F form we can see an increase of $69.3M in the current position value, from $899M to 969M.

Zuckerman Investment Group, LLC is based out at Chicago, IL

Below you can find more details about Zuckerman Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $969 Million
Industrials: $189 Million
Consumer Cyclical: $174 Million
ETFs: $156 Million
Financial Services: $139 Million
Healthcare: $119 Million
Technology: $82.4 Million
Communication Services: $77.5 Million
Basic Materials: $24.2 Million
Other: $8.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.7B
$60.8 Million 6.28% of portfolio
701,579
Q2 2025 Added 3.07%
$26.4B
$51.9 Million 5.35% of portfolio
110,849
Q2 2025 Added 1.55%
$94.7B
$36.6 Million 3.77% of portfolio
49,908
Q2 2025 Reduced 14.96%
$3.95T
$34 Million 3.51% of portfolio
68,290
Q2 2025 Added 4.09%
$127B
$30.4 Million 3.14% of portfolio
228,801
Q2 2025 Added 18.88%
$1.21T
$29.9 Million 3.08% of portfolio
169,481
Q2 2025 Added 3.21%
$621B
$29.1 Million 3.0% of portfolio
59,815
Q2 2025 Reduced 0.95%
$1.78T
$28.9 Million 2.99% of portfolio
39,222
Q2 2025 Added 4.18%
$0
$25.4 Million 2.62% of portfolio
513,043
Q2 2025 Added 2.66%
$12.3B
$24.9 Million 2.57% of portfolio
125,799
Q2 2025 Added 4.14%
$17.5B
$24.9 Million 2.57% of portfolio
242,837
Q2 2025 Added 1.22%
$440M
$24.3 Million 2.5% of portfolio
1,935,036
Q2 2025 Added 37.13%
$8.53B
$24 Million 2.48% of portfolio
1,784,426
Q2 2025 Added 40.27%
$0
$23.2 Million 2.39% of portfolio
406,892
Q2 2025 Added 2.73%
$13.8B
$23 Million 2.38% of portfolio
158,202
Q2 2025 Added 21.82%
$4.52B
$22.9 Million 2.37% of portfolio
79,887
Q2 2025 Reduced 0.35%
$142B
$22 Million 2.27% of portfolio
82,392
Q2 2025 Reduced 0.35%
$351M
$21.9 Million 2.26% of portfolio
1,873,724
Q2 2025 Added 1.63%
$4.04B
$21.1 Million 2.17% of portfolio
493,932
Q2 2025 Reduced 4.41%
$2.26T
$20.8 Million 2.15% of portfolio
95,034
Q2 2025 Added 9.22%
$3.69T
$20.3 Million 2.1% of portfolio
99,012
Q2 2025 Added 3.57%
$859B
$18 Million 1.85% of portfolio
61,939
Q2 2025 Added 2.27%
$0
$15.8 Million 1.63% of portfolio
27,821
Q2 2025 Added 9.29%
$423B
$15.3 Million 1.58% of portfolio
21
Q1 2025 Reduced 8.7%
$9.19B
$15.3 Million 1.58% of portfolio
209,299
Q2 2025 Added 3.8%
$207B
$14.9 Million 1.54% of portfolio
120,233
Q2 2025 Added 56.98%
$351B
$14.6 Million 1.51% of portfolio
78,685
Q2 2025 Added 1.8%
$0
$14.2 Million 1.46% of portfolio
118,984
Q2 2025 Added 2.08%
$6.19B
$11.6 Million 1.2% of portfolio
96,318
Q2 2025 Added 76.96%
$0
$11.2 Million 1.16% of portfolio
40,059
Q2 2025 Added 12.9%
$0
$10.9 Million 1.13% of portfolio
47,422
Q2 2025 Added 4.33%
$108B
$10.6 Million 1.09% of portfolio
115,391
Q2 2025 Added 4.23%
$23.6B
$10.3 Million 1.06% of portfolio
43,351
Q2 2025 New
$5.06B
$10.2 Million 1.05% of portfolio
114,288
Q2 2025 Reduced 0.15%
$628M
$10.1 Million 1.05% of portfolio
460,375
Q2 2025 Added 7.81%
$229B
$9.89 Million 1.02% of portfolio
72,748
Q1 2025 Reduced 0.22%
$0
$9 Million 0.93% of portfolio
171,795
Q2 2025 Added 0.11%
$0
$8.43 Million 0.87% of portfolio
96,644
Q2 2025 Added 20.01%
$1.92B
$8.23 Million 0.85% of portfolio
1,152,954
Q2 2025 Added 1.49%
$0
$8.12 Million 0.84% of portfolio
19,134
Q2 2025 Added 20.5%
$3.55B
$7.8 Million 0.81% of portfolio
167,807
Q2 2025 Reduced 5.52%
$0
$7.18 Million 0.74% of portfolio
75,825
Q2 2025 Added 22.64%
$157B
$6.86 Million 0.71% of portfolio
17,741
Q2 2025 New
$367B
$6.81 Million 0.7% of portfolio
49,939
Q2 2025 Reduced 42.49%
$203B
$6.58 Million 0.68% of portfolio
83,140
Q2 2025 Added 11.15%
$0
$5.26 Million 0.54% of portfolio
9,529
Q2 2025 Reduced 9.31%
$551B
$3.19 Million 0.33% of portfolio
8,971
Q2 2025 Added 14.97%
$202B
$2.55 Million 0.26% of portfolio
19,288
Q2 2025 Added 16.05%
$0
$2.39 Million 0.25% of portfolio
44,567
Q2 2025 Reduced 0.25%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $969 Million
  • Prior Value $899 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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