Zuckerman Investment Group, LLC Incresed Positions in Q3 2025

Zuckerman Investment Group, LLC

  • $976 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
5.7K
+ 7.24%
$184.85 - $231.54 $1.05M - $1.32M
84.4K $19.5M
ADBE
Adobe Inc.

Technology
12.6K
+ 71.22%
$333.65 - $392.1 $4.22M - $4.95M
30.4K $10.7M
HSIC
Henry Schein Inc

Healthcare
72K
+ 34.42%
$64.83 - $74.67 $4.67M - $5.38M
281K $18.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
29.6K
+ 68.27%
$159.87 - $247.68 $4.73M - $7.33M
72.9K $13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
270
+ 0.97%
$567.77 - $614.76 $153K - $166K
28.1K $17.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.69K
+ 3.82%
$86.92 - $99.32 $321K - $367K
100K $9.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
153
+ 0.8%
$420.11 - $472.68 $64.3K - $72.3K
19.3K $9.03M
BAC
Bank Of America Corp

Financial Services
15.2K
+ 100.72%
$44.92 - $52.42 $681K - $795K
30.2K $1.56M
VO
Vanguard Mid Cap ETF

ETFs
813
+ 2.03%
$279.83 - $293.74 $228K - $239K
40.9K $12M
ABT
Abbott Laboratories

Healthcare
5.57K
+ 7.66%
$120.51 - $136.62 $671K - $761K
78.3K $10.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.68K
+ 2.21%
$94.17 - $99.95 $158K - $168K
77.5K $7.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.01%
$546.99 - $602.2 $547 - $602
9.53K $5.72M
NVDA
Nvidia Corp

Technology
608
+ 7.48%
$153.3 - $186.58 $93.2K - $113K
8.73K $1.63M
UNH
Unitedhealth Group Inc

Healthcare
437
+ 10.94%
$237.77 - $353.61 $104K - $155K
4.43K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
105
+ 1.85%
$357.4 - $423.42 $37.5K - $44.5K
5.79K $2.34M
PEP
Pepsico Inc

Consumer Defensive
567
+ 2.94%
$133.81 - $152.16 $75.9K - $86.3K
19.9K $2.79M
MA
Mastercard Inc

Financial Services
382
+ 11.92%
$550.18 - $598.96 $210K - $229K
3.59K $2.04M
AMD
Advanced Micro Devices Inc

Technology
200
+ 2.1%
$134.8 - $184.42 $27K - $36.9K
9.74K $1.58M
AVGO
Broadcom Inc.

Technology
336
+ 17.83%
$264.74 - $369.57 $89K - $124K
2.22K $732K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
433
+ 25.22%
$224.68 - $282.71 $97.3K - $122K
2.15K $600K
MRVL
Marvell Technology, Inc.

Technology
2K
+ 44.25%
$62.31 - $84.07 $125K - $168K
6.52K $548K
BWAY
Brainsway Ltd.

Healthcare
2K
+ 5.26%
$11.47 - $16.71 $22.9K - $33.4K
40K $596K
NMFC
New Mountain Finance Corp

Financial Services
10K
+ 66.67%
$9.64 - $10.84 $96.4K - $108K
25K $241K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 1.55%
$620.67 - $670.08 $11.2K - $12.1K
1.18K $789K
XLB
Select Sector Spdr Fd Material

ETFs
42
+ 0.18%
$86.72 - $92.61 $3.64K - $3.89K
24K $2.15M
IWM
Ishares Russell 2000 ETF

ETFs
14
+ 1.12%
$214.92 - $244.84 $3.01K - $3.43K
1.27K $306K
ETN
Eaton Corp PLC

Industrials
1
+ 0.05%
$342.99 - $392.76 $343 - $393
2K $748K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
256
+ 2.64%
$76.16 - $78.59 $19.5K - $20.1K
9.97K $778K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
256
+ 2.66%
$78.96 - $80.04 $20.2K - $20.5K
9.87K $789K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
429
+ 2.61%
$46.45 - $47.42 $19.9K - $20.3K
16.9K $797K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
448
+ 2.39%
$42.75 - $43.37 $19.2K - $19.4K
19.2K $829K
Morgan Stanley Direct Lendin
2K
+ 4.55%
N/A
46K $0
Ishares Bitcoin Trust ETF
3.37K
+ 35.3%
N/A
12.9K $0
Kenvue Inc
425K
+ 44.54%
N/A
1.38M $0
Mach Natural Resources LP
5K
+ 5.56%
N/A
95K $0
Kayne Anderson Bdc Inc
5K
+ 16.67%
N/A
35K $0
LLY
Eli Lilly & CO

Healthcare
15
+ 1.62%
$625.65 - $812.69 $9.38K - $12.2K
942 $718K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
7.8K
+ 9.18%
$10.17 - $11.97 $79.3K - $93.4K
92.8K $943K
V
Visa Inc.

Financial Services
273
+ 3.04%
$332.09 - $358.86 $90.7K - $98K
9.24K $3.16M
BMY
Bristol Myers Squibb CO

Healthcare
348
+ 0.82%
$43.31 - $48.98 $15.1K - $17K
42.6K $1.92M
TYL
Tyler Technologies Inc

Technology
1
+ 0.1%
$522.22 - $611.76 $522 - $612
1K $523K
ATR
Aptargroup, Inc.

Healthcare
1
+ 0.01%
$130.82 - $161.82 $131 - $162
10.5K $1.41M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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