Zuckerman Investment Group, LLC Purchases in Q2 2025

Zuckerman Investment Group, LLC

  • $969 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
67
+ 4.06%
$141.37 - $228.57 $9.47K - $15.3K
1.72K $388K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.08K
+ 8.81%
$37.08 - $42.26 $114K - $130K
38.1K $1.58M
RTX
Raytheon Technologies Corp

Industrials
215
+ 3.71%
$113.75 - $148.48 $24.5K - $31.9K
6.01K $876K
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 2.35%
$496.48 - $617.85 $16.9K - $21K
1.48K $916K
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 2.92%
$498.8 - $620.9 $16.5K - $20.5K
1.16K $721K
EOSE
Eos Energy Enterprises, Inc.

Industrials
15.3K
New
$3.3 - $7.11 $50.6K - $109K
15.3K $78K
AMGN
Amgen Inc

Healthcare
476
+ 26.08%
$262.28 - $309.85 $125K - $147K
2.3K $642K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.22K
+ 8.02%
$44.47 - $47.0 $54.2K - $57.3K
16.4K $772K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
815
+ 9.26%
$77.94 - $79.5 $63.5K - $64.8K
9.62K $764K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
707
+ 7.85%
$75.05 - $77.34 $53.1K - $54.7K
9.71K $751K
PEP
Pepsico Inc

Consumer Defensive
2.67K
+ 16.05%
$128.02 - $151.37 $342K - $404K
19.3K $2.55M
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 7.08%
$41.67 - $45.62 $131K - $143K
47.5K $2.06M
DVN
Devon Energy Corp

Energy
5K
+ 20.83%
$26.8 - $37.92 $134K - $190K
29K $922K
Block Inc
2.52M
+ 159.23%
N/A
4.1M $0
Ishares Bitcoin Trust ETF
43
+ 0.45%
N/A
9.56K $0
Kayne Anderson Bdc Inc
10K
+ 50.0%
N/A
30K $0
Landbridge Company LLC
4K
+ 81.63%
N/A
8.9K $0
Coreweave Inc
4K
New
N/A
4K $0
Resolute Hldgs Mgmt Inc
1.17K
+ 0.92%
N/A
128K $0
DEO
Diageo PLC

Consumer Defensive
5
+ 0.2%
$99.86 - $115.75 $499 - $579
2.56K $258K
LLY
Eli Lilly & CO

Healthcare
27
+ 3.0%
$713.71 - $898.95 $19.3K - $24.3K
927 $722K
XOM
Exxon Mobil Corp

Energy
122
+ 3.09%
$99.93 - $119.04 $12.2K - $14.5K
4.08K $439K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
23
+ 1.23%
$99.37 - $134.05 $2.29K - $3.08K
1.89K $213K
PTLO
Portillo'S Inc.

Consumer Cyclical
30K
+ 1.63%
$10.34 - $13.35 $311K - $401K
1.87M $21.9M
UNH
Unitedhealth Group Inc

Healthcare
1.4K
+ 53.91%
$274.35 - $599.47 $384K - $839K
3.99K $1.25M
MRK
Merck & Co., Inc.

Healthcare
8.34K
+ 11.15%
$73.47 - $87.12 $613K - $727K
83.1K $6.58M
SBUX
Starbucks Corp

Consumer Cyclical
4.69K
+ 4.23%
$79.69 - $99.41 $373K - $466K
115K $10.6M
AAPL
Apple Inc.

Technology
3.41K
+ 3.57%
$172.42 - $223.89 $588K - $764K
99K $20.3M
VDE
Vanguard Energy ETF

ETFs
2.42K
+ 2.08%
$105.87 - $130.56 $257K - $316K
119K $14.2M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.97K
+ 4.33%
$196.72 - $266.32 $387K - $524K
47.4K $10.9M
ABBV
Abb Vie Inc.

Healthcare
1.4K
+ 1.8%
$170.16 - $206.27 $237K - $288K
78.7K $14.6M
HLMN
Hillman Solutions Corp.

Industrials
16.9K
+ 1.49%
$6.66 - $8.99 $113K - $152K
1.15M $8.23M
Activity Summary
Buys All Purchases 83 New Holdings 12 Increased Positions 71 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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