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
$452B
$2.24 Million 0.23% of portfolio
14,667
Q2 2025 Reduced 3.26%
$0
$2.09 Million 0.22% of portfolio
25,549
Q2 2025 Added 14.63%
$0
$2.11 Million 0.22% of portfolio
23,980
Q2 2025 Added 7.53%
$1.08T
$2 Million 0.21% of portfolio
6,293
Q2 2025 Reduced 50.64%
$182B
$2.06 Million 0.21% of portfolio
47,505
Q2 2025 Added 7.08%
$405B
$2.08 Million 0.21% of portfolio
5,681
Q2 2025 Added 10.08%
$210B
$1.94 Million 0.2% of portfolio
6,595
Q2 2025 Reduced 38.77%
$26.4B
$1.96 Million 0.2% of portfolio
8,415
Q3 2020 Reduced 22.93%
$99B
$1.95 Million 0.2% of portfolio
42,202
Q4 2024 Reduced 17.8%
$0
$1.87 Million 0.19% of portfolio
85,017
Q2 2025 Reduced 15.2%
$548B
$1.8 Million 0.19% of portfolio
3,204
Q2 2025 Added 12.98%
$1.24T
$1.72 Million 0.18% of portfolio
9,674
Q2 2025 Added 10.43%
$684B
$1.73 Million 0.18% of portfolio
7,919
Q4 2024 Reduced 0.33%
$9.12B
$1.65 Million 0.17% of portfolio
10,520
Q4 2023 New
$0
$1.58 Million 0.16% of portfolio
38,077
Q2 2025 Added 8.81%
$23.7B
$1.44 Million 0.15% of portfolio
20,008
Q1 2025 Added 0.04%
$282B
$1.35 Million 0.14% of portfolio
9,535
Q2 2025 Added 26.68%
$245B
$1.25 Million 0.13% of portfolio
3,994
Q2 2025 Added 53.91%
$138B
$1.25 Million 0.13% of portfolio
51,580
Q2 2025 Reduced 9.42%
$36.7B
$1.23 Million 0.13% of portfolio
10,010
Q1 2025 New
$0
$1.24 Million 0.13% of portfolio
9,288
Q2 2025 Reduced 1.34%
$456B
$1.28 Million 0.13% of portfolio
8,123
Q2 2025 Added 3.99%
$254B
$1.11 Million 0.11% of portfolio
1,573
Q2 2025 Added 34.33%
$0
$956,000 0.1% of portfolio
85,000
Q2 2025 Added 10.39%
$21.8B
$922,000 0.1% of portfolio
29,000
Q2 2025 Added 20.83%
$229B
$876,000 0.09% of portfolio
6,005
Q2 2025 Added 3.71%
$0
$916,000 0.09% of portfolio
1,483
Q2 2025 Added 2.35%
$0
$861,000 0.09% of portfolio
12,250
Q4 2024 Reduced 22.39%
$0
$751,000 0.08% of portfolio
9,713
Q2 2025 Added 7.85%
$0
$772,000 0.08% of portfolio
16,426
Q2 2025 Added 8.02%
$0
$807,000 0.08% of portfolio
18,709
Q2 2025 Added 15.73%
$0
$764,000 0.08% of portfolio
9,616
Q2 2025 Added 9.26%
$302B
$798,000 0.08% of portfolio
9,968
Q4 2024 Reduced 4.0%
$0
$721,000 0.07% of portfolio
1,162
Q2 2025 Added 2.92%
$182B
$647,000 0.07% of portfolio
6,935
Q2 2025 Added 13.04%
$608B
$722,000 0.07% of portfolio
927
Q2 2025 Added 3.0%
$152B
$642,000 0.07% of portfolio
2,301
Q2 2025 Added 26.08%
$187B
$648,000 0.07% of portfolio
1,600
Q1 2025 Reduced 0.99%
$381B
$712,000 0.07% of portfolio
15,060
Q4 2024 Reduced 2.59%
$145B
$713,000 0.07% of portfolio
2,000
Q2 2025 Reduced 16.7%
$87.3B
$548,000 0.06% of portfolio
3,600
Q2 2025 Reduced 0.08%
$293B
$607,000 0.06% of portfolio
8,759
Q4 2024 Reduced 0.78%
$34.4B
$570,000 0.06% of portfolio
6,000
Q2 2025 Added 100.0%
$18.4B
$610,000 0.06% of portfolio
36,406
Q4 2024 Added 15.92%
$23.5B
$592,000 0.06% of portfolio
1,000
Q4 2023 New
$27.4B
$531,000 0.05% of portfolio
26,000
Q2 2025 Reduced 13.33%
$61.9B
$528,000 0.05% of portfolio
5,000
Q2 2025 Reduced 1.13%
$153B
$475,000 0.05% of portfolio
935
Q4 2024 Reduced 1.06%
$442B
$439,000 0.05% of portfolio
4,076
Q2 2025 Added 3.09%

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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