Zuckerman Investment Group, LLC Incresed Positions in Q4 2024

Zuckerman Investment Group, LLC

  • $954 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMPO
Compo Secure, Inc.

Industrials
701K
+ 85.02%
$13.6 - $16.55 $9.53M - $11.6M
1.53M $23.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10.7K
+ 10.8%
$338.38 - $446.21 $3.64M - $4.79M
110K $47.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
185K
+ 57.91%
$44.04 - $49.49 $8.17M - $9.18M
506K $22.3M
GOOGL
Alphabet Inc.

Communication Services
12K
+ 7.79%
$161.86 - $196.66 $1.95M - $2.36M
166K $31.5M
MCK
Mckesson Corp

Healthcare
1.23K
+ 2.03%
$482.27 - $628.5 $592K - $771K
61.6K $35.1M
VEA
Vanguard Ftse Developed Market

ETFs
126K
+ 46.89%
$47.57 - $52.44 $6M - $6.61M
395K $18.9M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
1.24K
+ 0.12%
$15.53 - $20.75 $19.3K - $25.8K
1.01M $20.1M
HLMN
Hillman Solutions Corp.

Industrials
337K
+ 41.42%
$9.66 - $11.54 $3.25M - $3.88M
1.15M $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
728
+ 1.2%
$205.18 - $250.29 $149K - $182K
61.3K $14.7M
TSLA
Tesla, Inc.

Consumer Cyclical
538
+ 4.73%
$213.65 - $479.86 $115K - $258K
11.9K $4.81M
DIS
Walt Disney CO

Communication Services
1.86K
+ 2.49%
$92.39 - $117.6 $172K - $219K
76.5K $8.52M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 9.52%
$664750.0 - $724132.5 $1.33M - $1.45M
23 $15.7M
ARCC
Ares Capital Corp

Financial Services
49K
+ 113.95%
$20.74 - $22.27 $1.02M - $1.09M
92K $2.01M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
75K
+ 500.0%
$12.1 - $13.76 $908K - $1.03M
90K $1.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
995
+ 4.15%
$521.84 - $558.82 $519K - $556K
24.9K $13.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
605
+ 3.91%
$370.24 - $418.94 $224K - $253K
16.1K $6.46M
XLF
Financial Sector Spdr

ETFs
1.6K
+ 0.9%
$44.89 - $51.34 $72K - $82.3K
179K $8.64M
BWAY
Brainsway Ltd.

Healthcare
52K
+ 346.4%
$8.96 - $10.86 $466K - $565K
67K $627K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.41K
+ 7.47%
$87.42 - $98.06 $473K - $530K
77.8K $6.95M
VO
Vanguard Mid Cap ETF

ETFs
1.75K
+ 5.29%
$261.5 - $284.63 $457K - $497K
34.8K $9.19M
V
Visa Inc.

Financial Services
393
+ 5.34%
$273.87 - $320.91 $108K - $126K
7.75K $2.45M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.48K
+ 10.06%
$91.94 - $100.02 $503K - $548K
59.9K $5.55M
NVDA
Nvidia Corp

Technology
1.48K
+ 29.18%
$117.0 - $148.88 $173K - $220K
6.53K $877K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
5K
+ 15.92%
$16.43 - $22.77 $82.2K - $114K
36.4K $802K
MA
Mastercard Inc

Financial Services
274
+ 10.5%
$491.3 - $536.15 $135K - $147K
2.88K $1.52M
VMEO
Vimeo, Inc.

Technology
12.5K
+ 12.95%
$4.68 - $7.32 $58.5K - $91.5K
109K $697K
HPE
Hewlett Packard Enterprise CO

Technology
6K
+ 27.27%
$19.31 - $23.95 $116K - $144K
28K $597K
VDE
Vanguard Energy ETF

ETFs
2.28K
+ 1.89%
$116.67 - $136.78 $266K - $312K
123K $14.9M
PEP
Pepsico Inc

Consumer Defensive
2.46K
+ 17.77%
$151.29 - $176.1 $372K - $433K
16.3K $2.48M
XLU
Utilities Sector Spdr

ETFs
2.38K
+ 12.08%
$74.89 - $82.93 $178K - $197K
22.1K $1.67M
UNH
Unitedhealth Group Inc

Healthcare
485
+ 22.92%
$485.52 - $625.25 $235K - $303K
2.6K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
393
+ 8.2%
$385.02 - $431.37 $151K - $170K
5.18K $2.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.3K
+ 8.72%
$42.33 - $43.3 $54.8K - $56.1K
16.1K $688K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
481
+ 5.73%
$77.86 - $79.27 $37.5K - $38.1K
8.88K $692K
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 1.81%
$570.51 - $610.59 $11.4K - $12.2K
1.12K $661K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
70K
+ 96.91%
$3.53 - $7.8 $247K - $546K
142K $541K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
903
+ 6.31%
$45.73 - $47.09 $41.3K - $42.5K
15.2K $699K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
537
+ 6.34%
$74.5 - $78.37 $40K - $42.1K
9K $672K
Cxapp Inc
142K
+ 27.8%
N/A
652K $0
Kenvue Inc
177K
+ 18.68%
N/A
1.12M $0
UHALB
Amerco Com Ser N
1.38K
+ 1.22%
N/A
115K $0
Mach Natural Resources LP
27K
+ 34.62%
N/A
105K $0
Ishares Bitcoin Trust ETF
3.51K
+ 58.57%
N/A
9.51K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.04K
+ 9.41%
$40.06 - $45.21 $122K - $138K
35.4K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
689
+ 1.1%
$442.29 - $483.08 $305K - $333K
63.4K $28.8M
VZ
Verizon Communications Inc

Communication Services
1.9K
+ 4.22%
$39.6 - $45.21 $75.1K - $85.7K
46.8K $1.87M
NVO
Novo Nordisk A S

Healthcare
6
+ 0.1%
$85.0 - $120.04 $510 - $720
5.95K $511K
XLB
Select Sector Spdr Fd Material

ETFs
365
+ 1.64%
$83.8 - $97.58 $30.6K - $35.6K
22.6K $1.9M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
877
+ 1.86%
$260.96 - $307.26 $229K - $269K
48.1K $13M
Activity Summary
Buys All Purchases 73 New Holdings 16 Increased Positions 57 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Zuckerman Investment Group, LLC Portfolio

Follow Zuckerman Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zuckerman Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zuckerman Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email