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CIK: 0001423296
Total reported value
$1.2B
$1.2B
155 檔
20.5%
As reported in its official Q2 2025 Form 13F filing, Zuckerman Investment Group, LLC's tracked investment portfolio stood at $1.2B with 155 total positions.
In Q2 2025, Zuckerman Investment Group, LLC displayed an active expansion posture, initiating 12 new positions and adding to 71 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 8.73% | -0.02% | +3.07% | |
| 2 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 5.03% | -0.54% | +1.55% | |
| 3 | MCK | Mckesson CORP | Stock-Healthcare | 3.54% | -0.57% | -14.96% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | +0.12% | +4.09% | |
| 5 | KKR | Kkr & Co Inc | Stock-Financials | 2.95% | +0.34% | +18.88% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | +0.52% | +3.21% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | -0.12% | -0.95% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.81% | -0.26% | +4.18% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.46% | -0.02% | +2.66% | |
| 10 | PNR | Pentair plc | Stock-Industrials | 2.42% | -0.40% | +1.22% | |
| 11 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 2.41% | +0.08% | +4.14% | |
| 12 | SPARUSD | Shyft Group Inc/the | Stock-Other | 2.35% | — | +37.13% | |
| 13 | AVTR | Avantor Inc | Stock-Healthcare | 2.33% | -0.01% | +40.27% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.25% | — | +2.73% | |
| 15 | ICLR | ICON Public Limited Company | Stock-Healthcare | 2.23% | +1.41% | +21.82% | |
| 16 | CSW | Csw Industrials Inc | Stock-Industrials | 2.22% | -0.06% | -0.35% | |
| 17 | GPGI | Gpgi Inc | Stock-Other | 2.22% | +0.02% | +4.71% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 2.13% | +0.01% | -0.35% | |
| 19 | PTLO | Portillo's Inc-cl A | Stock-Other | 2.12% | -0.20% | +1.63% | |
| 20 | ✓ | Stock-Other | 2.04% | — | -4.41% | ||
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.09% | +9.22% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.37% | +3.57% | |
| 23 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.94% | -0.02% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | — | +2.27% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.09% | +9.29% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.48% | +0.30% | — | |
| 27 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.48% | +0.04% | +3.80% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.45% | -0.13% | +56.98% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.42% | +0.11% | +1.80% | |
| 30 | VDE | Vanguard Energy ETF | ETF-Other | 1.37% | -0.42% | +2.08% | |
| 31 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 1.13% | -0.28% | +76.96% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.09% | +0.02% | +12.90% | |
| 33 | OIH | Vaneck Oil Services ETF | ETF-Other | 1.06% | -0.32% | +4.33% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.02% | — | +4.23% | |
| 35 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.00% | +0.12% | — | |
| 36 | BCO | Brink's Co/the | Stock-Industrials | 0.99% | -0.04% | EXIT | |
| 37 | CSWC | Capital Southwest CORP | Stock-Other | 0.98% | -0.01% | +7.81% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.96% | -0.25% | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | -0.02% | +0.11% | |
| 40 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.82% | +0.09% | +20.01% | |
| 41 | HLMN | Hillman Solutions CORP | Stock-Other | 0.80% | — | +1.49% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | +0.07% | +20.50% | |
| 43 | AAP | Advance Auto Parts Inc | Stock-Consumer Disc | 0.76% | — | -5.52% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.70% | -0.05% | +22.64% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.67% | -0.64% | — | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.05% | -42.49% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.01% | +11.15% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.10% | -9.31% | |
| 49 | RHLD | Resolute Holdings Manag | Stock-Other | 0.39% | -0.37% | +0.92% | |
| 50 | XYZ 0.25 11-01-27Bond | Block Inc | Bond | 0.35% | -0.05% | +159.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +3.5% | +3.07% | Add |
| 2 | SPARUSD | Shyft Group Inc/the | +1.1% | +37.13% | Add |
| 3 | LULU | Lululemon Athletica Inc | +1% | NEW | New buy |
| 4 | ULTA | Ulta Beauty Inc | +0.7% | +1.55% | Add |
| 5 | ADBE | Adobe Inc | +0.7% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.7% | +4.09% | Add |
| 7 | DIS | Walt Disney Co/the | +0.6% | +56.98% | Add |
| 8 | KKR | Kkr & Co Inc | +0.6% | +18.88% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.5% | +4.18% | Add |
| 10 | SITE | Siteone Landscape Supply Inc | +0.4% | +76.96% | Add |
| 11 | GPGI | Gpgi Inc | +0.4% | +4.71% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | +9.22% | Add |
| 13 | CHWY | Chewy Inc - Class A | +0.2% | — | Trim |
| 14 | XYZ 0.25 11-01-27Bond | Block Inc | +0.2% | +159.23% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.21% | Add |
| 16 | IWF | Ishares Russell 1000 Growth | +0.2% | +20.50% | Add |
| 17 | PNR | Pentair plc | +0.2% | +1.22% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +2.27% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.29% | Add |
| 20 | AVTR | Avantor Inc | +0.1% | +40.27% | Add |
| 21 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +20.01% | Add |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +12.90% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.73% | Add |
| 24 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +22.64% | Add |
| 25 | CRWV | Coreweave Inc-cl A | +0.1% | NEW | New buy |
| 26 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 27 | AMD | Advanced Micro Devices | +0.1% | +26.68% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.66% | Add |
| 29 | GS | Goldman Sachs Group Inc | 0% | +34.33% | Add |
| 30 | CEG | Constellation Energy | 0% | -3.17% | Trim |
| 31 | NVDA | Nvidia CORP | 0% | +3.99% | Add |
| 32 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 33 | PCAR | Paccar Inc | 0% | +100.00% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | 0% | +14.97% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +10.43% | Add |
| 37 | TTD | Trade Desk Inc/the -class A | 0% | — | Unchanged |
| 38 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 39 | ARKK | Ark Innovation ETF | 0% | — | Unchanged |
| 40 | LB | Landbridge Co Llc-a | 0% | +81.63% | Add |
| 41 | AVGO | Broadcom Inc | 0% | +11.35% | Add |
| 42 | NTR | Nutrien LTD | 0% | NEW | New buy |
| 43 | DHR | Danaher CORP | 0% | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | 0% | NEW | New buy |
| 45 | IAU | Ishares Gold Trust | 0% | NEW | New buy |
| 46 | AAXJ | Ishares Msci All Country Asi | 0% | NEW | New buy |
| 47 | NMFC | New Mountain Finance CORP | 0% | NEW | New buy |
| 48 | AAP | Advance Auto Parts Inc | 0% | -5.52% | Trim |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +14.63% | Add |
| 50 | UBER | Uber Technologies Inc | 0% | +13.04% | Add |
According to official SEC Form 13F filings, Zuckerman Investment Group, LLC reported a total U.S. public equity portfolio value of $1.2B across 155 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VRT, ULTA, MCK) accounted for 20.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
LULU
市值: $10.3M
Top Position Liquidated / Trimmed
YUMC
前期市值: $24.2M
During Q2 2025, Zuckerman Investment Group, LLC's top holdings by market value included VRT (8.7%)、ULTA (5.0%)、MCK (3.5%). The largest single position, VRT, represented 8.7% of total portfolio value.
In Q2 2025, Zuckerman Investment Group, LLC made 140 total portfolio adjustments, initiating 12 new buys, adding to 71 positions, trimming 36 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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