Zuckerman Investment Group, LLC Top Holdings and 13F Report (2025) About Zuckerman Investment Group, LLCInvestment ActivityZuckerman Investment Group, LLC has $1.04 billion in total holdings as of December 31, 2024.Zuckerman Investment Group, LLC owns shares of 153 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 8.46% of the portfolio was purchased this quarter.About 7.27% of the portfolio was sold this quarter.This quarter, Zuckerman Investment Group, LLC has purchased 145 new stocks and bought additional shares in 57 stocks.Zuckerman Investment Group, LLC sold shares of 57 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vertiv $79,095,919Ulta Beauty $44,981,518McKesson $36,929,242Alphabet $33,468,462KKR & Co. Inc. $32,204,074 Largest New Holdings this Quarter ICON Public $18,014,291 HoldingSiteOne Landscape Supply $6,971,015 HoldingUnited Parcel Service $850,033 HoldingMORGAN STANLEY DIRECT LENDIN $755,640 HoldingAmgen $520,853 Holding Largest Purchases this Quarter ICON Public 92,140 shares (about $18.01M)CompoSecure 700,858 shares (about $11.07M)Vanguard FTSE Emerging Markets ETF 185,487 shares (about $8.19M)SiteOne Landscape Supply 51,265 shares (about $6.97M)Vanguard FTSE Developed Markets ETF 126,087 shares (about $6.22M) Largest Sales this Quarter Henry Schein 254,920 shares (about $20.28M)Vertiv 117,091 shares (about $13.18M)CDW 48,163 shares (about $9.56M)Pentair 51,550 shares (about $5.29M)Advance Auto Parts 88,807 shares (about $4.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZuckerman Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$79,095,919$13,184,455 ▼-14.3%702,4507.6%Computer and TechnologyULTAUlta Beauty$44,981,518$4,385,056 ▲10.8%110,2114.3%Retail/WholesaleMCKMcKesson$36,929,242$735,982 ▲2.0%61,5673.5%MedicalGOOGLAlphabet$33,468,462$2,419,797 ▲7.8%166,3193.2%Computer and TechnologyKKRKKR & Co. Inc.$32,204,074$857,393 ▼-2.6%197,3053.1%FinancePNRPentair$31,607,734$5,290,568 ▼-14.3%307,9783.0%Business ServicesBRK.BBerkshire Hathaway$29,472,591$320,117 ▲1.1%63,4352.8%FinanceDKSDICK'S Sporting Goods$29,365,447$2,821,137 ▼-8.8%123,7642.8%Retail/WholesaleMETAMeta Platforms$27,415,813$87,183 ▼-0.3%39,3082.6%Computer and TechnologyMSFTMicrosoft$26,881,529$191,078 ▲0.7%65,4182.6%Computer and TechnologyPTLOPortillo's$26,704,617$1,717,252 ▲6.9%1,944,9832.6%Retail/WholesaleCSWICSW Industrials$26,152,736$2,220,141 ▼-7.8%81,1392.5%Basic MaterialsPGRProgressive$24,239,330$3,765,164 ▼-13.4%97,3782.3%FinanceAVTRAvantor$24,184,546$3,730,847 ▲18.2%1,105,8322.3%MedicalCMPOCompoSecure$24,098,271$11,073,557 ▲85.0%1,525,2072.3%Business ServicesKVUEKenvue$23,821,348$3,749,896 ▲18.7%1,122,0612.3%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$22,324,481$8,187,401 ▲57.9%505,7652.1%ETFAAPLApple$21,870,219$104,656 ▼-0.5%95,9182.1%Computer and TechnologyYUMCYum China$21,041,886$167,768 ▲0.8%467,7012.0%Retail/WholesaleAMZNAmazon.com$20,932,647$70,039 ▼-0.3%88,1672.0%Retail/WholesaleKAROPENLANE$20,323,980$24,897 ▲0.1%1,014,6772.0%Auto/Tires/TrucksCHWYChewy$20,294,828$402,491 ▼-1.9%532,1141.9%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$19,480,568$6,218,613 ▲46.9%394,9831.9%ETFICLRICON Public$18,014,291$18,014,291 ▲New Holding92,1401.7%MedicalJPMJPMorgan Chase & Co.$16,355,805$194,239 ▲1.2%61,3011.6%FinanceBRK.ABerkshire Hathaway$16,020,696$1,393,104 ▲9.5%231.5%FinanceVDEVanguard Energy ETF$15,206,894$282,802 ▲1.9%122,5471.5%ETFCSWCCapital Southwest$14,982,582$690,880 ▲4.8%672,4681.4%FinanceSHYFThe Shyft Group$14,761,702$202,772 ▲1.4%1,294,8861.4%Auto/Tires/TrucksABBVAbbVie$14,524,881$35,176 ▼-0.2%76,3901.4%MedicalVOOVanguard S&P 500 ETF$13,712,090$546,944 ▲4.2%24,9451.3%ETFOIHVanEck Oil Services ETF$13,264,884$241,997 ▲1.9%48,0721.3%ETFPALANTIR TECHNOLOGIES INC$12,867,656$1,675,302 ▼-11.5%153,6621.2%CL ASBUXStarbucks$12,337,812$63,165 ▲0.5%114,0701.2%Retail/WholesaleHLMNHillman Solutions$11,169,349$3,271,519 ▲41.4%1,149,1101.1%ConstructionBCOBrink's$10,984,510$3,505,984 ▼-24.2%119,6961.1%Business ServicesVOVanguard Mid-Cap ETF$9,555,286$479,755 ▲5.3%34,7950.9%ETFHSICHenry Schein$9,457,690$20,283,984 ▼-68.2%118,8600.9%MedicalABTAbbott Laboratories$9,365,418$2,826 ▼0.0%72,9110.9%MedicalXLFFinancial Select Sector SPDR Fund$9,167,848$82,221 ▲0.9%178,8500.9%ETFAAPAdvance Auto Parts$9,034,643$4,280,491 ▼-32.1%187,4410.9%Retail/WholesaleDISWalt Disney$8,721,618$212,041 ▲2.5%76,5050.8%Consumer DiscretionaryU HAUL HOLDING COMPANY$7,215,543$86,962 ▲1.2%114,5870.7%COM SER NMRKMerck & Co., Inc.$7,097,861$276,618 ▲4.1%71,1280.7%MedicalVTWOVanguard Russell 2000 ETF$7,044,880$489,406 ▲7.5%77,8180.7%ETFSITESiteOne Landscape Supply$6,971,015$6,971,015 ▲New Holding51,2650.7%Industrial ProductsIWFiShares Russell 1000 Growth ETF$6,516,052$245,056 ▲3.9%16,0870.6%ETFIUSViShares Core S&P U.S. Value ETF$5,681,362$519,125 ▲10.1%59,9300.5%ManufacturingQQQInvesco QQQ$5,465,542$18,652 ▼-0.3%10,5490.5%FinanceTSLATesla$4,574,233$206,420 ▲4.7%11,9220.4%Auto/Tires/TrucksIBMInternational Business Machines$2,805,455$263,859 ▼-8.6%10,7600.3%Computer and TechnologyVVisa$2,679,880$135,913 ▲5.3%7,7490.3%Business ServicesBMYBristol-Myers Squibb$2,530,030$547,768 ▼-17.8%42,2020.2%MedicalPEPPepsiCo$2,446,653$369,207 ▲17.8%16,2820.2%Consumer StaplesCDWCDW$2,366,744$9,557,264 ▼-80.2%11,9270.2%Computer and TechnologyTTDTrade Desk$2,358,800$236 ▼0.0%20,0000.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,353,190$2,259,543 ▼-49.0%44,6780.2%ETFJNJJohnson & Johnson$2,350,492$84,895 ▼-3.5%15,4770.2%MedicalARCCAres Capital$2,189,600$1,166,200 ▲114.0%92,0000.2%FinanceHDHome Depot$2,118,491$160,634 ▲8.2%5,1830.2%Retail/WholesaleXLBMaterials Select Sector SPDR Fund$2,005,859$32,441 ▲1.6%22,5680.2%ETFVZVerizon Communications$1,870,214$75,802 ▲4.2%46,7790.2%Computer and TechnologyMACH NATURAL RESOURCES LP$1,842,750$473,850 ▲34.6%105,0000.2%COM UNIT LTD PARCBOECboe Global Markets$1,763,3630.0%8,4150.2%Financial ServicesXLUUtilities Select Sector SPDR Fund$1,727,074$186,120 ▲12.1%22,0570.2%ETFATRAptarGroup$1,640,9100.0%10,5200.2%Industrial ProductsGOOGAlphabet$1,640,1670.0%8,0940.2%Computer and TechnologyMAMastercard$1,625,955$154,531 ▲10.5%2,8830.2%Business ServicesPFEPfizer$1,491,094$56,959 ▼-3.7%56,9120.1%MedicalXLREReal Estate Select Sector SPDR Fund$1,461,958$125,786 ▲9.4%35,3560.1%ETFUNHUnitedHealth Group$1,425,981$265,898 ▲22.9%2,6010.1%MedicalBLOCK INC$1,380,0200.0%1,582,0000.1%NOTE 0.250%11/0CEGConstellation Energy$1,352,971$3,063 ▼-0.2%4,4170.1%Oils/EnergyORCLOracle$1,335,143$4,384 ▼-0.3%7,9190.1%Computer and TechnologyCCitigroup$1,273,760$36,780 ▼-2.8%16,0000.1%FinanceVYMVanguard High Dividend Yield ETF$1,222,1460.0%9,2650.1%ETFGSBDGoldman Sachs BDC$1,155,600$963,000 ▲500.0%90,0000.1%FinanceCLFCleveland-Cliffs$1,022,700$87,660 ▼-7.9%105,0000.1%Basic MaterialsTMOThermo Fisher Scientific$959,500$3,563 ▼-0.4%1,6160.1%MedicalSPYSPDR S&P 500 ETF Trust$858,995$164,984 ▼-16.1%1,4370.1%FinanceUPSUnited Parcel Service$850,033$850,033 ▲New Holding7,6380.1%TransportationDVNDevon Energy$810,000$33,750 ▼-4.0%24,0000.1%Oils/EnergyLLYEli Lilly and Company$790,663$8,911 ▼-1.1%9760.1%MedicalPATHUiPath$781,5500.0%55,0000.1%Business ServicesWFCWells Fargo & Company$778,900$32,428 ▼-4.0%9,9680.1%FinanceNVDANVIDIA$762,214$172,181 ▲29.2%6,5340.1%Computer and TechnologyARKKARK Innovation ETF$756,805$218,392 ▼-22.4%12,2500.1%ETFMORGAN STANLEY DIRECT LENDIN$755,640$755,640 ▲New Holding36,0000.1%COM SHSVMEOVimeo$724,092$83,000 ▲12.9%109,0500.1%Business ServicesHYBBiShares BB Rated Corporate Bond ETF$704,898$41,863 ▲6.3%15,2050.1%ETFBACBank of America$695,923$18,530 ▼-2.6%15,0600.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$693,702$37,580 ▲5.7%8,8790.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$692,248$55,515 ▲8.7%16,1480.1%ETFIVViShares Core S&P 500 ETF$675,164$12,014 ▲1.8%1,1240.1%ETFBIVVanguard Intermediate-Term Bond ETF$674,772$40,248 ▲6.3%9,0030.1%ETFBWAYBrainsWay$666,650$517,310 ▲346.4%67,0000.1%MedicalBKRBaker Hughes$660,2820.0%13,9300.1%Oils/EnergyJJacobs Solutions$656,4290.0%4,7300.1%Business ServicesTEVATeva Pharmaceutical Industries$631,644$86,750 ▲15.9%36,4060.1%MedicalETNEaton$631,196$3,154 ▼-0.5%2,0010.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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