Zuckerman Investment Group, LLC Portfolio Holdings

Zuckerman Investment Group, LLC

  • $976 Million
  • Q3 2025

Zuckerman Investment Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $976 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ulta Beauty, Inc. with a value of $57.5M, Vertiv Holdings CO with a value of $57.1M, Alphabet Inc. with a value of $39.7M, Mckesson Corp with a value of $36.5M, and Microsoft Corp with a value of $34.8M.

Examining the 13F form we can see an increase of $7.47M in the current position value, from $969M to 976M.

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 $976 Million
Industrials: $166 Million
ETFs: $165 Million
Consumer Cyclical: $164 Million
Financial Services: $136 Million
Healthcare: $130 Million
Technology: $100 Million
Communication Services: $85.2 Million
Basic Materials: $21.7 Million
Other: $8.87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$2.34 Million 0.24% of portfolio
5,786
Q3 2025 Added 1.85%
$0
$2.39 Million 0.24% of portfolio
44,557
Q3 2025 Reduced 0.02%
$0
$2.15 Million 0.22% of portfolio
24,022
Q3 2025 Added 0.18%
$27.4B
$2.06 Million 0.21% of portfolio
8,415
Q3 2020 Reduced 22.93%
$172B
$2.06 Million 0.21% of portfolio
46,802
Q3 2025 Reduced 1.48%
$512B
$2.04 Million 0.21% of portfolio
3,586
Q3 2025 Added 11.92%
$235B
$2 Million 0.2% of portfolio
23,770
Q3 2025 Reduced 71.41%
$99.5B
$1.92 Million 0.2% of portfolio
42,550
Q3 2025 Added 0.82%
$0
$1.98 Million 0.2% of portfolio
22,719
Q3 2025 Reduced 11.08%
$266B
$1.86 Million 0.19% of portfolio
6,595
Q2 2025 Reduced 38.77%
$1.29T
$1.89 Million 0.19% of portfolio
4,250
Q3 2025 Reduced 32.46%
$465B
$1.63 Million 0.17% of portfolio
8,731
Q3 2025 Added 7.48%
$300B
$1.53 Million 0.16% of portfolio
4,431
Q3 2025 Added 10.94%
$0
$1.6 Million 0.16% of portfolio
37,975
Q3 2025 Reduced 0.27%
$413B
$1.56 Million 0.16% of portfolio
30,229
Q3 2025 Added 100.72%
$388B
$1.58 Million 0.16% of portfolio
9,735
Q3 2025 Added 2.1%
$111B
$1.41 Million 0.14% of portfolio
4,277
Q2 2025 Reduced 3.17%
$7.75B
$1.41 Million 0.14% of portfolio
10,521
Q3 2025 Added 0.01%
$0
$1.39 Million 0.14% of portfolio
68,017
Q3 2025 Reduced 20.0%
$0
$1.3 Million 0.13% of portfolio
9,256
Q3 2025 Reduced 0.34%
$265B
$1.25 Million 0.13% of portfolio
1,570
Q3 2025 Reduced 0.19%
$141B
$1.31 Million 0.13% of portfolio
51,522
Q3 2025 Reduced 0.11%
$0
$1.06 Million 0.11% of portfolio
12,250
Q4 2024 Reduced 22.39%
$18.6B
$980,000 0.1% of portfolio
20,008
Q1 2025 Added 0.04%
$0
$987,000 0.1% of portfolio
1,483
Q2 2025 Added 2.35%
$23.5B
$1.02 Million 0.1% of portfolio
29,000
Q2 2025 Added 20.83%
$258B
$975,000 0.1% of portfolio
5,828
Q3 2025 Reduced 2.95%
$0
$943,000 0.1% of portfolio
92,800
Q3 2025 Added 9.18%
$317B
$835,000 0.09% of portfolio
9,968
Q4 2024 Reduced 4.0%
$0
$829,000 0.08% of portfolio
19,157
Q3 2025 Added 2.39%
$28.2B
$735,000 0.08% of portfolio
36,406
Q4 2024 Added 15.92%
$0
$789,000 0.08% of portfolio
9,872
Q3 2025 Added 2.66%
$0
$778,000 0.08% of portfolio
9,969
Q3 2025 Added 2.64%
$0
$797,000 0.08% of portfolio
16,855
Q3 2025 Added 2.61%
$0
$789,000 0.08% of portfolio
1,180
Q3 2025 Added 1.55%
$222B
$776,000 0.08% of portfolio
1,600
Q1 2025 Reduced 0.99%
$140B
$748,000 0.08% of portfolio
2,001
Q3 2025 Added 0.05%
$139B
$732,000 0.07% of portfolio
2,220
Q3 2025 Added 17.83%
$971B
$718,000 0.07% of portfolio
942
Q3 2025 Added 1.62%
$2.59B
$676,000 0.07% of portfolio
36,250
Q4 2024 Reduced 2.14%
$48.8B
$640,000 0.07% of portfolio
13,147
Q2 2025 Reduced 5.62%
$181B
$679,000 0.07% of portfolio
6,935
Q2 2025 Added 13.04%
$3.01B
$670,000 0.07% of portfolio
10,913
Q3 2025 Reduced 93.5%
$29.4B
$638,000 0.07% of portfolio
26,000
Q2 2025 Reduced 13.33%
$1.46T
$600,000 0.06% of portfolio
2,150
Q3 2025 Added 25.22%
$91.4B
$558,000 0.06% of portfolio
3,600
Q2 2025 Reduced 0.08%
$319B
$599,000 0.06% of portfolio
8,759
Q4 2024 Reduced 0.78%
$33.2B
$589,000 0.06% of portfolio
6,000
Q2 2025 Added 100.0%
$262M
$596,000 0.06% of portfolio
40,000
Q3 2025 Added 5.26%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $976 Million
  • Prior Value $969 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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