Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $976 Million
  • Q3 2025

Zuckerman Investment Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $976 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ulta Beauty, Inc. with a value of $57.5M, Vertiv Holdings CO with a value of $57.1M, Alphabet Inc. with a value of $39.7M, Mckesson Corp with a value of $36.5M, and Microsoft Corp with a value of $34.8M.

Examining the 13F form we can see an increase of $7.47M in the current position value, from $969M to 976M.

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 $976 Million
Industrials: $166 Million
ETFs: $165 Million
Consumer Cyclical: $164 Million
Financial Services: $136 Million
Healthcare: $130 Million
Technology: $100 Million
Communication Services: $85.2 Million
Basic Materials: $21.7 Million
Other: $8.87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.1B
$57.5 Million 5.89% of portfolio
105,145
Q3 2025 Reduced 5.15%
$32.7B
$57.1 Million 5.85% of portfolio
658,854
Q3 2025 Reduced 6.09%
$1.65T
$39.7 Million 4.07% of portfolio
163,454
Q3 2025 Reduced 3.56%
$121B
$36.5 Million 3.74% of portfolio
47,278
Q3 2025 Reduced 5.27%
$3.78T
$34.8 Million 3.57% of portfolio
67,245
Q3 2025 Reduced 1.53%
$288M
$32.3 Million 3.31% of portfolio
1,553,649
Q3 2025 Reduced 4.25%
$662B
$29.6 Million 3.03% of portfolio
58,831
Q3 2025 Reduced 1.65%
$103B
$28.5 Million 2.91% of portfolio
218,958
Q3 2025 Reduced 4.3%
$1.37T
$27.8 Million 2.85% of portfolio
37,851
Q3 2025 Reduced 3.5%
$12B
$26.9 Million 2.75% of portfolio
120,974
Q3 2025 Reduced 3.84%
$0
$26.9 Million 2.75% of portfolio
496,208
Q3 2025 Reduced 3.28%
$13.2B
$26.6 Million 2.72% of portfolio
151,746
Q3 2025 Reduced 4.08%
$17.2B
$25.6 Million 2.63% of portfolio
231,506
Q3 2025 Reduced 4.67%
$4.3T
$25 Million 2.56% of portfolio
98,144
Q3 2025 Reduced 0.88%
$0
$23.6 Million 2.42% of portfolio
394,226
Q3 2025 Reduced 3.11%
$4.52B
$23 Million 2.35% of portfolio
78,403
Q3 2025 Reduced 1.86%
$2.39T
$20.4 Million 2.08% of portfolio
92,695
Q3 2025 Reduced 2.46%
$414B
$19.5 Million 2.0% of portfolio
84,380
Q3 2025 Added 7.24%
$132B
$19.2 Million 1.97% of portfolio
77,714
Q3 2025 Reduced 5.68%
$3.74B
$18.9 Million 1.94% of portfolio
468,453
Q3 2025 Reduced 5.16%
$881B
$18.8 Million 1.92% of portfolio
59,483
Q3 2025 Reduced 3.97%
$9.72B
$18.7 Million 1.91% of portfolio
281,339
Q3 2025 Added 34.42%
$0
$17.2 Million 1.76% of portfolio
28,091
Q3 2025 Added 0.97%
$453B
$15.8 Million 1.62% of portfolio
21
Q1 2025 Reduced 8.7%
$0
$14.5 Million 1.49% of portfolio
115,323
Q3 2025 Reduced 3.08%
$193B
$13.2 Million 1.36% of portfolio
115,535
Q3 2025 Reduced 3.91%
$20.9B
$13 Million 1.33% of portfolio
72,948
Q3 2025 Added 68.27%
$5.17B
$12.4 Million 1.27% of portfolio
106,427
Q3 2025 Reduced 6.88%
$0
$12 Million 1.23% of portfolio
40,872
Q3 2025 Added 2.03%
$5.79B
$11.9 Million 1.22% of portfolio
92,683
Q3 2025 Reduced 3.77%
$212M
$11.9 Million 1.22% of portfolio
1,849,225
Q3 2025 Reduced 1.31%
$0
$11.7 Million 1.2% of portfolio
45,020
Q3 2025 Reduced 5.07%
$151B
$10.7 Million 1.1% of portfolio
30,377
Q3 2025 Added 71.22%
$228B
$10.5 Million 1.07% of portfolio
78,319
Q3 2025 Added 7.66%
$0
$9.81 Million 1.01% of portfolio
100,335
Q3 2025 Added 3.82%
$97.3B
$9.28 Million 0.95% of portfolio
109,738
Q3 2025 Reduced 4.9%
$573M
$9.08 Million 0.93% of portfolio
415,436
Q3 2025 Reduced 9.76%
$0
$9.03 Million 0.93% of portfolio
19,287
Q3 2025 Added 0.8%
$0
$8.99 Million 0.92% of portfolio
166,944
Q3 2025 Reduced 2.82%
$0
$7.75 Million 0.79% of portfolio
77,503
Q3 2025 Added 2.21%
$342B
$7.26 Million 0.74% of portfolio
39,821
Q3 2025 Reduced 20.26%
$237B
$6.64 Million 0.68% of portfolio
28,015
Q3 2025 New
$0
$5.72 Million 0.59% of portfolio
9,530
Q3 2025 Added 0.01%
$2.01B
$3.4 Million 0.35% of portfolio
123,255
Q3 2025 New
$533B
$3.16 Million 0.32% of portfolio
9,244
Q3 2025 Added 3.04%
$204B
$2.79 Million 0.29% of portfolio
19,855
Q3 2025 Added 2.94%
$522B
$2.58 Million 0.26% of portfolio
13,909
Q3 2025 Reduced 5.17%
$1.74T
$2.36 Million 0.24% of portfolio
9,674
Q2 2025 Added 10.43%
$593B
$2.33 Million 0.24% of portfolio
8,271
Q3 2025 Added 4.45%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $976 Million
  • Prior Value $969 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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