The Analysis of Zuckerman Investment Group, LLC's Holdings

Currently, Zuckerman Investment Group, LLC holds 137 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in CRM (+41.5K shares, valued at $11.0M), ABBV (+44.1K shares, valued at $10.1M), PG (+51.4K shares, valued at $7.4M); decreased their positions in SBUX (-104.0K shares, valued at $8.8M), CSWC (-370.5K shares, valued at $8.2M), KVUE (-444.2K shares, valued at $7.7M); initiated new positions in PG (+51.4K shares, valued at $7.4M), ACHR (+112.2K shares, valued at $843.9K), N/A (+30.7K shares, valued at $770.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VRT VERTIV HOLDINGS CO646.5K shares-1.87%2025-12-312026-02-13

ULTA ULTA BEAUTY INC105.9K shares0.68%2025-12-312026-02-13

ALPHABET INC ALPHABET INC160.1K shares-2.08%2025-12-312026-02-13

MCK MCKESSON CORP48.0K shares1.54%2025-12-312026-02-13

MSFT MICROSOFT CORP69.0K shares2.62%2025-12-312026-02-13

CMPO COMPOSECURE INC1.6M shares2.69%2025-12-312026-02-13

ABBV ABBVIE INC128.5K shares52.27%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL57.8K shares-1.76%2025-12-312026-02-13

Sponsored

KKR & CO INC KKR & CO INC226.8K shares3.57%2025-12-312026-02-13

ICLR ICON PLC155.6K shares2.57%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F517.6K shares4.32%2025-12-312026-02-13

META META PLATFORMS INC40.4K shares6.78%2025-12-312026-02-13

AAPL APPLE INC96.7K shares-1.49%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS415.2K shares5.33%2025-12-312026-02-13

RHLD RESOLUTE HLDGS MGMT INC122.5K shares0.41%2025-12-312026-02-13

PNR PENTAIR PLC235.8K shares1.85%2025-12-312026-02-13

Sponsored

DKS DICKS SPORTING GOODS INC122.3K shares1.10%2025-12-312026-02-13

AEBI SCHMIDT HLDG AG AEBI SCHMIDT HLDG AG1.9M shares-3.69%2025-12-312026-02-13

CSW CSW INDUSTRIALS INC79.9K shares1.86%2025-12-312026-02-13

AMZN AMAZON COM INC97.2K shares4.84%2025-12-312026-02-13

HSIC HENRY SCHEIN INC287.8K shares2.31%2025-12-312026-02-13

AVTR AVANTOR INC1.7M shares1.51%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.61.0K shares2.54%2025-12-312026-02-13

PGR PROGRESSIVE CORP85.0K shares9.33%2025-12-312026-02-13

Sponsored

CRM SALESFORCE INC69.5K shares148.23%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS28.8K shares2.46%2025-12-312026-02-13

KVUE KENVUE INC936.1K shares-32.18%2025-12-312026-02-13

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares0.00%2025-12-312026-02-13

CHEWY INC CHEWY INC471.6K shares0.67%2025-12-312026-02-13

LULU LULULEMON ATHLETICA INC74.8K shares2.59%2025-12-312026-02-13

ABT ABBOTT LABS122.2K shares56.00%2025-12-312026-02-13

VDE VANGUARD WORLD FD117.4K shares1.82%2025-12-312026-02-13

Sponsored

DIS DISNEY WALT CO123.7K shares7.10%2025-12-312026-02-13

OIH VANECK ETF TRUST46.5K shares3.40%2025-12-312026-02-13

BCO BRINKS CO107.9K shares1.41%2025-12-312026-02-13

VO VANGUARD INDEX FDS42.6K shares4.27%2025-12-312026-02-13

SITE SITEONE LANDSCAPE SUPPLY INC98.2K shares5.93%2025-12-312026-02-13

ADBE ADOBE INC30.2K shares-0.60%2025-12-312026-02-13

VTWO VANGUARD SCOTTSDALE FDS103.3K shares2.99%2025-12-312026-02-13

IWF ISHARES TR20.0K shares3.73%2025-12-312026-02-13

Sponsored

XLF SELECT SECTOR SPDR TR169.7K shares1.63%2025-12-312026-02-13

PTLO PORTILLOS INC2.0M shares6.19%2025-12-312026-02-13

IUSV ISHARES TR83.1K shares7.16%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO51.4K sharesnew addition2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR9.2K shares-3.18%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC22.1K shares-44.45%2025-12-312026-02-13

BLOCK INC BLOCK INC4.1M shares-0.37%2025-12-312026-02-13

V VISA INC9.1K shares-1.57%2025-12-312026-02-13

Sponsored

IEMG ISHARES INC45.3K shares1.57%2025-12-312026-02-13

PEP PEPSICO INC20.6K shares3.56%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON13.8K shares-0.47%2025-12-312026-02-13

HRMY HARMONY BIOSCIENCES HLDGS IN75.5K shares-38.78%2025-12-312026-02-13

ALPHABET INC ALPHABET INC7.9K shares-18.61%2025-12-312026-02-13

MA MASTERCARD INCORPORATED3.9K shares8.92%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR50.9K shares123.82%2025-12-312026-02-13

XLB SELECT SECTOR SPDR TR46.7K shares94.51%2025-12-312026-02-13

Sponsored

CBOE CBOE GLOBAL MKTS INC8.4K shares0.00%2025-12-312026-02-13

HD HOME DEPOT INC5.8K shares0.83%2025-12-312026-02-13

TSLA TESLA INC3.9K shares-7.13%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC43.3K shares-7.41%2025-12-312026-02-13

ORCL ORACLE CORP8.9K shares7.35%2025-12-312026-02-13

NVDA NVIDIA CORPORATION8.5K shares-2.71%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP4.3K shares0.00%2025-12-312026-02-13

XLRE SELECT SECTOR SPDR TR36.0K shares-5.29%2025-12-312026-02-13

Sponsored

GLD SPDR GOLD TR3.5K shares462.96%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC4.2K shares-6.03%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC12.9K shares-45.70%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS9.3K shares0.00%2025-12-312026-02-13

ATR APTARGROUP INC10.5K shares0.00%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC1.3K shares-14.33%2025-12-312026-02-13

RTX RTX CORPORATION5.8K shares0.00%2025-12-312026-02-13

BROADCOM INC BROADCOM INC3.0K shares35.81%2025-12-312026-02-13

Sponsored

SPY SPDR S&P 500 ETF TR1.5K shares0.40%2025-12-312026-02-13

LLY ELI LILLY & CO942 shares0.00%2025-12-312026-02-13

BAC BANK AMERICA CORP18.2K shares-39.70%2025-12-312026-02-13

CSWC CAPITAL SOUTHWEST CORP44.9K shares-89.18%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD3.1K shares44.65%2025-12-312026-02-13

ARKK ARK ETF TR12.3K shares0.00%2025-12-312026-02-13

WFC WELLS FARGO CO NEW10.0K shares0.00%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC1.6K shares0.00%2025-12-312026-02-13

Sponsored

ACHR ARCHER AVIATION INC112.2K sharesnew addition2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO15.4K shares-63.83%2025-12-312026-02-13

ISHARES TR ISHARES TR18.9K shares-1.32%2025-12-312026-02-13

ISHARES TR ISHARES TR17.2K shares1.77%2025-12-312026-02-13

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS10.1K shares1.80%2025-12-312026-02-13

IVV ISHARES TR1.2K shares-1.19%2025-12-312026-02-13

BIV VANGUARD BD INDEX FDS10.1K shares1.56%2025-12-312026-02-13

BARON ETF TR BARON ETF TR30.7K sharesnew addition2025-12-312026-02-13

Sponsored

TTD THE TRADE DESK INC20.0K shares0.00%2025-12-312026-02-13

CSCO CISCO SYS INC8.8K shares0.00%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC2.0K shares0.00%2025-12-312026-02-13

NMRK NEWMARK GROUP INC36.3K shares0.00%2025-12-312026-02-13

J JACOBS SOLUTIONS INC4.7K shares0.00%2025-12-312026-02-13

BKR BAKER HUGHES COMPANY12.7K shares-3.46%2025-12-312026-02-13

MMM 3M CO3.6K shares0.00%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC6.9K shares0.00%2025-12-312026-02-13

Sponsored

DE DEERE & CO1.1K shares13.37%2025-12-312026-02-13

SBUX STARBUCKS CORP5.7K shares-94.78%2025-12-312026-02-13

XOM EXXON MOBIL CORP4.0K shares0.00%2025-12-312026-02-13

PCAR PACCAR INC4.2K shares-30.45%2025-12-312026-02-13

BLACKSTONE INC BLACKSTONE INC3.0K shares0.00%2025-12-312026-02-13

TYL TYLER TECHNOLOGIES INC1.0K shares0.00%2025-12-312026-02-13

ASML ASML HOLDING N V404 sharesnew addition2025-12-312026-02-13

LB LANDBRIDGE COMPANY LLC8.7K shares0.00%2025-12-312026-02-13

Sponsored

FTNT FORTINET INC5.0K shares0.00%2025-12-312026-02-13

IJH ISHARES TR4.7K shares0.00%2025-12-312026-02-13

IVW ISHARES TR2.5K shares0.00%2025-12-312026-02-13

IWM ISHARES TR1.2K shares-1.74%2025-12-312026-02-13

NVO NOVO-NORDISK A S6.0K shares0.00%2025-12-312026-02-13

KO COCA COLA CO4.2K shares-7.45%2025-12-312026-02-13

SLV ISHARES SILVER TR4.5K sharesnew addition2025-12-312026-02-13

CRWV COREWEAVE INC4.0K shares0.00%2025-12-312026-02-13

Sponsored

ISHARES GOLD TR ISHARES GOLD TR3.5K shares0.00%2025-12-312026-02-13

RSI RUSH STREET INTERACTIVE INC14.3K shares0.00%2025-12-312026-02-13

HP INC HP INC12.4K shares0.00%2025-12-312026-02-13

HWC HANCOCK WHITNEY CORPORATION4.3K shares0.00%2025-12-312026-02-13

SII SPROTT INC2.7K shares0.00%2025-12-312026-02-13

DHR DANAHER CORPORATION1.1K shares0.00%2025-12-312026-02-13

NTR NUTRIEN LTD3.9K shares0.00%2025-12-312026-02-13

CARDINAL INFRASTRUCTURE GROU CARDINAL INFRASTRUCTURE GROU10.0K sharesnew addition2025-12-312026-02-13

Sponsored

COF CAPITAL ONE FINL CORP976 sharesnew addition2025-12-312026-02-13

MPC MARATHON PETE CORP1.4K shares2.43%2025-12-312026-02-13

FBTC FIDELITY WISE ORIGIN BITCOIN3.0K sharesnew addition2025-12-312026-02-13

CME CME GROUP INC847 shares0.00%2025-12-312026-02-13

ISHARES BITCOIN TRUST ETF ISHARES BITCOIN TRUST ETF4.7K shares-64.02%2025-12-312026-02-13

SLB SLB LIMITED6.0K shares1.87%2025-12-312026-02-13

AAXJ ISHARES TR2.5K shares0.00%2025-12-312026-02-13

DEO DIAGEO PLC2.6K shares0.00%2025-12-312026-02-13

Sponsored

AIG AMERICAN INTL GROUP INC2.5K sharesnew addition2025-12-312026-02-13

MOH MOLINA HEALTHCARE INC1.2K shares0.00%2025-12-312026-02-13

ZBRA ZEBRA TECHNOLOGIES CORPORATI850 shares0.00%2025-12-312026-02-13

XBI SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-02-13

BABA ALIBABA GROUP HLDG LTD1.4K shares-5.46%2025-12-312026-02-13

INTC INTEL CORP5.5K sharesnew addition2025-12-312026-02-13

RYAM RAYONIER ADVANCED MATLS INC34.2K sharesnew addition2025-12-312026-02-13

ESRT EMPIRE ST RLTY TR INC30.0K shares0.00%2025-12-312026-02-13

Sponsored

EOSE EOS ENERGY ENTERPRISES INC15.3K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available