Zuckerman Investment Group, LLC Incresed Positions in Q1 2025

Zuckerman Investment Group, LLC

  • $899 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HSIC
Henry Schein Inc

Healthcare
82.8K
+ 69.64%
$68.49 - $81.91 $5.67M - $6.78M
202K $13.8M
ICLR
Icon PLC

Healthcare
37.7K
+ 40.94%
$174.99 - $222.58 $6.6M - $8.4M
130K $22.7M
ABBV
Abb Vie Inc.

Healthcare
900
+ 1.18%
$169.2 - $216.66 $152K - $195K
77.3K $16.2M
VEA
Vanguard Ftse Developed Market

ETFs
1.11K
+ 0.28%
$47.4 - $52.99 $52.6K - $58.8K
396K $20.1M
RTX
Raytheon Technologies Corp

Industrials
2.03K
+ 54.11%
$114.1 - $135.66 $232K - $276K
5.79K $766K
IBM
International Business Machines Corp

Technology
11
+ 0.1%
$217.4 - $264.74 $2.39K - $2.91K
10.8K $2.68M
GS
Goldman Sachs Group Inc

Financial Services
600
+ 105.08%
$524.81 - $672.19 $315K - $403K
1.17K $639K
V
Visa Inc.

Financial Services
54
+ 0.7%
$306.92 - $362.71 $16.6K - $19.6K
7.8K $2.73M
SLB
Schlumberger Limited

Energy
4.72K
+ 72.22%
$38.4 - $43.74 $181K - $207K
11.3K $470K
ARCC
Ares Capital Corp

Financial Services
8.25K
+ 8.97%
$21.28 - $23.81 $176K - $196K
100K $2.22M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.9K
+ 3.16%
$90.0 - $96.32 $171K - $183K
61.8K $5.71M
AMGN
Amgen Inc

Healthcare
22
+ 1.22%
$258.59 - $327.36 $5.69K - $7.2K
1.83K $568K
UPS
United Parcel Service Inc

Industrials
2K
+ 26.18%
$109.66 - $136.26 $219K - $273K
9.64K $1.06M
DKL
Delek Logistics Partners, LP

Energy
2K
+ 33.33%
$40.02 - $45.32 $80K - $90.6K
8K $346K
XLU
Utilities Sector Spdr

ETFs
231
+ 1.05%
$74.7 - $80.27 $17.3K - $18.5K
22.3K $1.76M
AI
C3.Ai, Inc.

Technology
10K
+ 97.09%
$20.92 - $36.93 $209K - $369K
20.3K $427K
ARKG
Ark Genomic Revolution ETF (De

ETFs
4K
+ 50.0%
$20.76 - $29.81 $83K - $119K
12K $249K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
149
+ 1.61%
$126.11 - $135.06 $18.8K - $20.1K
9.41K $1.21M
NVO
Novo Nordisk A S

Healthcare
1.7K
+ 28.56%
$69.3 - $90.95 $118K - $155K
7.65K $531K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3
+ 0.03%
$73.78 - $76.59 $221 - $230
9.01K $689K
PEP
Pepsico Inc

Consumer Defensive
338
+ 2.08%
$142.64 - $156.42 $48.2K - $52.9K
16.6K $2.49M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2
+ 0.01%
$45.88 - $46.8 $91.8 - $93.6
15.2K $702K
Morgan Stanley Direct Lendin
8K
+ 22.22%
N/A
44K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
18
+ 0.11%
$42.38 - $43.28 $763 - $779
16.2K $687K
OSCR
Oscar Health, Inc.

Healthcare
24
+ 0.12%
$12.83 - $17.3 $308 - $415
20K $262K
ETN
Eaton Corp PLC

Industrials
400
+ 19.99%
$271.83 - $371.23 $109K - $148K
2.4K $652K
VO
Vanguard Mid Cap ETF

ETFs
686
+ 1.97%
$251.87 - $277.95 $173K - $191K
35.5K $9.18M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17
+ 0.34%
$51.45 - $58.51 $875 - $995
5.02K $259K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.48%
$198.1 - $229.79 $1.19K - $1.38K
1.25K $249K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.44%
$554.06 - $615.85 $2.77K - $3.08K
1.13K $634K
NVDA
Nvidia Corp

Technology
1.28K
+ 19.54%
$106.98 - $149.43 $137K - $191K
7.81K $846K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.84%
$551.42 - $612.93 $6.62K - $7.36K
1.45K $810K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1K
+ 2.94%
$5.29 - $10.87 $5.29K - $10.9K
35K $185K
HPQ
Hp Inc

Technology
30
+ 0.24%
$27.69 - $34.72 $831 - $1.04K
12.4K $344K
PFE
Pfizer Inc

Healthcare
34
+ 0.06%
$25.01 - $27.13 $850 - $922
56.9K $1.44M
AVGO
Broadcom Inc.

Technology
147
+ 9.51%
$167.43 - $244.7 $24.6K - $36K
1.69K $283K
CLF
Cleveland Cliffs Inc.

Basic Materials
5K
+ 4.76%
$8.22 - $12.02 $41.1K - $60.1K
110K $904K
GERN
Geron Corp

Healthcare
23K
+ 28.75%
$1.59 - $3.6 $36.6K - $82.8K
103K $163K
HPE
Hewlett Packard Enterprise CO

Technology
2K
+ 7.14%
$14.77 - $24.42 $29.5K - $48.8K
30K $462K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
10K
+ 7.03%
$2.52 - $4.08 $25.2K - $40.8K
152K $397K
SITE
Site One Landscape Supply, Inc.

Industrials
3.17K
+ 6.17%
$120.25 - $147.7 $381K - $467K
54.4K $6.61M
GOOG
Alphabet Inc.

Communication Services
666
+ 8.23%
$156.06 - $207.71 $104K - $138K
8.76K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
512
+ 2.05%
$507.05 - $563.67 $260K - $289K
25.5K $13.1M
MRK
Merck & Co., Inc.

Healthcare
3.67K
+ 5.16%
$83.01 - $101.02 $305K - $371K
74.8K $6.71M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.71K
+ 3.48%
$80.08 - $92.93 $217K - $252K
80.5K $6.49M
DIS
Walt Disney CO

Communication Services
86
+ 0.11%
$96.87 - $114.0 $8.33K - $9.8K
76.6K $7.56M
TTD
Trade Desk, Inc.

Technology
8
+ 0.04%
$53.59 - $126.58 $429 - $1.01K
20K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
826
+ 6.93%
$222.15 - $428.22 $183K - $354K
12.7K $3.3M
AVTR
Avantor, Inc.

Basic Materials
166K
+ 15.04%
$15.5 - $22.57 $2.58M - $3.75M
1.27M $20.6M
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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