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The Analysis of Zuckerman Investment Group, LLC's Holdings & P&L

Currently, Zuckerman Investment Group, LLC holds 135 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in CRM (+122.3K shares, valued at $22.8M), N/A (+164.3K shares, valued at $16.5M), ICLR (+125.3K shares, valued at $13.9M); decreased their positions in VRT (-245.1K shares, valued at $61.4M), KVUE (-921.8K shares, valued at $15.9M), AVTR (-1.7M shares, valued at $13.4M); initiated new positions in N/A (+164.3K shares, valued at $16.5M), NFLX (+89.6K shares, valued at $8.6M), VIOO (+6.4K shares, valued at $732.6K).

1M P&L

-38.5M-3.85%

3M P&L

-58.9M-5.78%

HY P&L

+20.5M+2.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A164.5M

17.6%

2Electrical Equipment & Parts104.9M

11.2%

3Specialty Retail88.3M

9.4%

Top Industries by Stock Count

1N/A27 stocks

23.3%

2Drug Manufacturers - General5 stocks

4.3%

3Software - Application5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VRT VERTIV HOLDINGS CO401.5K shares-37.90%2026-03-312026-05-15

ALPHABET INC ALPHABET INC162.5K shares1.55%2026-03-312026-05-15

ULTA ULTA BEAUTY INC87.2K shares-17.59%2026-03-312026-05-15

MCK MCKESSON CORP41.6K shares-13.27%2026-03-312026-05-15

CRM SALESFORCE INC191.8K shares175.85%2026-03-312026-05-15

ICLR ICON PLC281.0K shares80.54%2026-03-312026-05-15

MSFT MICROSOFT CORP83.5K shares20.97%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F534.0K shares3.15%2026-03-312026-05-15

Sponsored

KKR & CO INC KKR & CO INC309.0K shares36.28%2026-03-312026-05-15

ABBV ABBVIE INC130.1K shares1.29%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL58.0K shares0.42%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS427.1K shares2.85%2026-03-312026-05-15

CMPO GPGI INC1.6M shares-0.42%2026-03-312026-05-15

AAPL APPLE INC101.0K shares4.42%2026-03-312026-05-15

DKS DICKS SPORTING GOODS INC124.0K shares1.42%2026-03-312026-05-15

META META PLATFORMS INC41.1K shares1.62%2026-03-312026-05-15

Sponsored

HSIC SCHEIN HENRY INC288.6K shares0.25%2026-03-312026-05-15

CSW CSW INDUSTRIALS INC80.2K shares0.38%2026-03-312026-05-15

AMZN AMAZON COM INC99.7K shares2.64%2026-03-312026-05-15

PNR PENTAIR PLC236.4K shares0.27%2026-03-312026-05-15

VDE VANGUARD WORLD FD117.2K shares-0.19%2026-03-312026-05-15

RHLD RESOLUTE HLDGS MGMT INC122.7K shares0.13%2026-03-312026-05-15

OIH VANECK ETF TRUST46.6K shares0.20%2026-03-312026-05-15

AEBI SCHMIDT HLDG AG AEBI SCHMIDT HLDG AG1.9M shares1.81%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS30.0K shares4.06%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO60.2K shares-1.36%2026-03-312026-05-15

PGR PROGRESSIVE CORP88.1K shares3.71%2026-03-312026-05-15

ISHARES TR ISHARES TR164.3K sharesnew addition2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares0.00%2026-03-312026-05-15

SITE SITEONE LANDSCAPE SUPPLY INC100.1K shares1.94%2026-03-312026-05-15

CHEWY INC CHEWY INC493.2K shares4.59%2026-03-312026-05-15

VO VANGUARD INDEX FDS45.3K shares6.28%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC53.1K shares75.95%2026-03-312026-05-15

ABT ABBOTT LABORATORIES123.8K shares1.33%2026-03-312026-05-15

DIS DISNEY WALT CO126.7K shares2.41%2026-03-312026-05-15

LULU LULULEMON ATHLETICA INC75.7K shares1.12%2026-03-312026-05-15

PTLO PORTILLOS INC2.1M shares5.01%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS104.1K shares0.70%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC19.1K shares1092.88%2026-03-312026-05-15

IWF ISHARES TR21.7K shares8.70%2026-03-312026-05-15

Sponsored

IUSV ISHARES TR88.5K shares6.60%2026-03-312026-05-15

NFLX NETFLIX INC.89.6K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR169.1K shares-0.32%2026-03-312026-05-15

PG PROCTER & GAMBLE CO51.6K shares0.35%2026-03-312026-05-15

BLOCK INC BLOCK INC6.4M shares56.80%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR9.1K shares-1.25%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON13.8K shares-0.17%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC22.9K shares3.31%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC21.3K shares3.59%2026-03-312026-05-15

IEMG ISHARES INC45.1K shares-0.24%2026-03-312026-05-15

V VISA INC10.3K shares13.70%2026-03-312026-05-15

ALPHABET INC ALPHABET INC8.8K shares11.25%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC8.4K shares-0.12%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR51.4K shares1.17%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR46.6K shares-0.25%2026-03-312026-05-15

HRMY HARMONY BIOSCIENCES HLDGS IN78.3K shares3.70%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED4.0K shares1.84%2026-03-312026-05-15

HD HOME DEPOT INC5.9K shares1.85%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR36.7K shares2.07%2026-03-312026-05-15

TSLA TESLA INC3.9K shares0.00%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC12.1K shares-6.12%2026-03-312026-05-15

GLD SPDR GOLD TR3.3K shares-7.77%2026-03-312026-05-15

ORCL ORACLE CORP9.3K shares5.24%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS9.3K shares0.11%2026-03-312026-05-15

Sponsored

ATR APTARGROUP INC10.5K shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION6.6K shares12.61%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP4.3K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC4.4K shares5.28%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.3K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION6.3K shares-25.44%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.1K shares0.00%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.5K shares-0.40%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC3.0K shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP18.2K shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO942 shares0.00%2026-03-312026-05-15

ARKK ARK ETF TR12.3K shares0.00%2026-03-312026-05-15

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS10.0K shares-0.11%2026-03-312026-05-15

ISHARES TR ISHARES TR17.1K shares-0.41%2026-03-312026-05-15

WFC WELLS FARGO & CO10.0K shares0.00%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS10.1K shares0.02%2026-03-312026-05-15

Sponsored

BKR BAKER HUGHES COMPANY12.7K shares0.00%2026-03-312026-05-15

IVV ISHARES TR1.2K shares0.00%2026-03-312026-05-15

ISHARES TR ISHARES TR18.0K shares-4.85%2026-03-312026-05-15

VIOO VANGUARD ADMIRAL FDS INC6.4K sharesnew addition2026-03-312026-05-15

BARON ETF TR BARON ETF TR30.7K shares0.00%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC2.0K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP4.0K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC8.6K shares-1.78%2026-03-312026-05-15

Sponsored

J JACOBS SOLUTIONS INC4.7K shares0.00%2026-03-312026-05-15

LB LANDBRIDGE COMPANY LLC8.7K shares0.00%2026-03-312026-05-15

DE DEERE & CO1.1K shares0.00%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC8.1K shares17.46%2026-03-312026-05-15

ACHR ARCHER AVIATION INC112.2K shares0.00%2026-03-312026-05-15

MMM 3M CO3.8K shares5.53%2026-03-312026-05-15

NMRK NEWMARK GROUP INC36.3K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV404 shares0.00%2026-03-312026-05-15

Sponsored

SBUX STARBUCKS CORP5.7K shares0.00%2026-03-312026-05-15

CSWC CAPITAL SOUTHWEST CORP21.9K shares-51.18%2026-03-312026-05-15

TTD THE TRADE DESK INC20.0K shares0.00%2026-03-312026-05-15

BCO BRINKS CO4.1K shares-96.18%2026-03-312026-05-15

FTNT FORTINET INC5.0K shares0.00%2026-03-312026-05-15

CARDINAL INFRASTRUCTURE GROU CARDINAL INFRASTRUCTURE GROU10.0K shares0.00%2026-03-312026-05-15

SII SPROTT INC2.7K shares0.00%2026-03-312026-05-15

RYAM RAYONIER ADVANCED MATLS INC34.2K shares0.00%2026-03-312026-05-15

Sponsored

MPC MARATHON PETE CORP1.4K shares0.00%2026-03-312026-05-15

TYL TYLER TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC3.0K shares0.00%2026-03-312026-05-15

SLB SLB LIMITED6.4K shares7.04%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO5.4K shares-64.98%2026-03-312026-05-15

IJH ISHARES TR4.7K shares0.00%2026-03-312026-05-15

KO COCA COLA CO4.2K shares0.00%2026-03-312026-05-15

RSI RUSH STREET INTERACTIVE INC14.3K shares0.00%2026-03-312026-05-15

Sponsored

CRWV COREWEAVE INC4.0K shares0.00%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP3.7K sharesnew addition2026-03-312026-05-15

IWM ISHARES TR1.2K shares-3.46%2026-03-312026-05-15

NTR NUTRIEN LTD3.9K shares0.00%2026-03-312026-05-15

AVTR AVANTOR INC37.5K shares-97.86%2026-03-312026-05-15

IVW ISHARES TR2.5K shares0.00%2026-03-312026-05-15

HWC HANCOCK WHITNEY CORPORATION4.2K shares-2.88%2026-03-312026-05-15

CTRA COTERRA ENERGY INC7.4K sharesnew addition2026-03-312026-05-15

Sponsored

XBI SPDR SERIES TRUST2.0K shares19.63%2026-03-312026-05-15

KVUE KENVUE INC14.3K shares-98.47%2026-03-312026-05-15

INTC INTEL CORP5.5K shares0.00%2026-03-312026-05-15

HP INC HP INC12.4K shares0.00%2026-03-312026-05-15

AAXJ ISHARES TR2.5K shares0.00%2026-03-312026-05-15

NVO NOVO-NORDISK A S6.0K shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION218 sharesnew addition2026-03-312026-05-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC553 sharesnew addition2026-03-312026-05-15

Sponsored

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-05-15

DHR DANAHER CORP DEL1.1K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-05-15

ISHARES BITCOIN TRUST ETF ISHARES BITCOIN TRUST ETF5.3K shares13.54%2026-03-312026-05-15

EOSE EOS ENERGY ENTERPRISES INC38.7K shares152.75%2026-03-312026-05-15

ESRT EMPIRE ST RLTY TR INC30.0K shares0.00%2026-03-312026-05-15

CANTON STRATEGIC HOLDINGS IN CANTON STRATEGIC HOLDINGS IN47.0K sharesnew addition2026-03-312026-05-15

VRT

VERTIV HOLDINGS CO

-37.90%

Shares401.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.55%

Shares162.5K

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

-17.59%

Shares87.2K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-13.27%

Shares41.6K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

175.85%

Shares191.8K

Event2026-03-31

Filed2026-05-15

ICLR

ICON PLC

80.54%

Shares281.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

20.97%

Shares83.5K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

3.15%

Shares534.0K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

36.28%

Shares309.0K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.29%

Shares130.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.42%

Shares58.0K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

2.85%

Shares427.1K

Event2026-03-31

Filed2026-05-15

CMPO

GPGI INC

-0.42%

Shares1.6M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

4.42%

Shares101.0K

Event2026-03-31

Filed2026-05-15

DKS

DICKS SPORTING GOODS INC

1.42%

Shares124.0K

Event2026-03-31

Filed2026-05-15