Zuckerman-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  null,
  "ATR",
  "MMM",
  "ABT",
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "VDE",
  null,
  "AIG",
  null,
  "AVGO",
  "ARCC",
  "KAR",
  null,
  "NMRK",
  "RXRX",
  "STNE",
  "PNR",
  null,
  "MSDL",
  "AMST",
  "BWAY",
  "HD",
  "HPQ",
  "CHW",
  "DKL",
  "CXAI",
  "GERN",
  "OSCR",
  null,
  "META",
  "IJH",
  "RSI",
  null,
  "SHYF",
  "TGLS",
  "TLS",
  "CXAIW",
  "MPC",
  "TLRY",
  "MA",
  "MSFT",
  "EXC",
  "GXO",
  "TEVA",
  "ICLR",
  "PCAR",
  "BX",
  "KKR",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "GSBD",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "PLTR",
  "PFE",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  "SLB",
  "RTX",
  "IBM",
  "SBUX",
  "TMO",
  "TYL",
  "UBER",
  "UPS",
  "BIV",
  "VO",
  "AAP",
  "UHAL-B",
  "SITE",
  "FDMT",
  "VWO",
  "CSWC",
  "ULTA",
  "XLB",
  "PATH",
  "TSM",
  null,
  "VYM",
  "VRT",
  "HWC",
  "AMD",
  "DEO",
  "FTNT",
  "HSIC",
  "BKR",
  "ESRT",
  "IAS",
  "KBDC",
  "LB",
  "NVO",
  "AMZN",
  "CLF",
  "DKS",
  null,
  "VEA",
  null,
  "VTWO",
  "VOO",
  "V",
  "VMEO",
  "WFC",
  "YUMC",
  "ZBRA",
  "HLMN",
  "MOH",
  "TTD",
  null,
  "HALO",
  "IUSV",
  "CHWY",
  "MCK",
  "AVTR",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "BMY",
  "BCO",
  "AI",
  "CLMT",
  "CTRE",
  "CBOE",
  "CE",
  "CDW",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMPO",
  "CEG",
  "CTRA",
  "CSWI",
  "DELL",
  "DE",
  "DVN",
  "J",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 164
Total Value: 932784038
Accession Number: 0001423296-25-000004
Form Type: 13F-HR
CIK: zuckerman-investment-group
Manager Name: Zuckerman-Investment-Group

Data Enrichment

90% identified

148 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

164 positions • $932.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Cboe Global Markets, Inc.

CBOE|12503M108

Shares:8.4K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$932.8M)

HOME DEPOT, INC.

HD|437076102

Shares:5.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$932.8M)

81369Y886

Shares:22.3K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$932.8M)

55445L100

Shares:103.0K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$932.8M)

CDW Corp

CDW|12514G108

Shares:9.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$932.8M)

APTARGROUP, INC.

ATR|038336103

Shares:10.5K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$932.8M)

Mastercard Inc

MA|57636Q104

Shares:2.8K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$932.8M)

81369Y860

Shares:35.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$932.8M)

PFIZER INC

PFE|717081103

Shares:56.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$932.8M)

852234AK9

Shares:—

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$932.8M)

Alphabet Inc.

GOOG|02079K107

Shares:8.8K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$932.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.6K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$932.8M)

921946406

VYM|921946406

Shares:9.4K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$932.8M)

CITIGROUP INC

C|172967424

Shares:16.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$932.8M)

ORACLE CORP

ORCL|68389X105

Shares:7.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$932.8M)

Trade Desk, Inc.

TTD|88339J105

Shares:20.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$932.8M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:9.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$932.8M)

Dell Technologies Inc.

DELL|24703L202

Shares:10.0K

Value:$912.4K

% of Portfolio:0.1% ($912.4K/$932.8M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:110.0K

Value:$904.2K

% of Portfolio:0.1% ($904.2K/$932.8M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:24.0K

Value:$897.6K

% of Portfolio:0.1% ($897.6K/$932.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Cboe Global Markets, Inc.(CBOEcusip12503M108)	8.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$932.8M)	QoQ +7.98% (+$140.9K) YoY +23.16% (+$358.1K)
HOME DEPOT, INC.(HDcusip437076102)	5.2K	QoQ -0.42% (-22) YoY +21.34% (+908)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$932.8M)	QoQ -10.71% (-$227.0K) YoY +15.93% (+$260.0K)
(cusip81369Y886)✕	22.3K	QoQ +1.04% (+231) YoY +41.88% (+6.6K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$932.8M)	QoQ +1.75% (+$30.3K) YoY +70.41% (+$726.2K)
(cusip55445L100)✕	103.0K	QoQ -1.90% (-2.0K) YoY +221.87% (+71.0K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$932.8M)	QoQ -13.08% (-$241.1K) YoY +159.33% (+$984.0K)
CDW Corp(CDWcusip12514G108)	9.9K	QoQ -17.39% (-2.1K) YoY -83.49% (-49.8K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$932.8M)	QoQ -33.28% (-$787.8K) YoY -89.65% (-$13.7M)
APTARGROUP, INC.(ATRcusip038336103)	10.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$932.8M)	QoQ -4.87% (-$80.0K) YoY +3.12% (+$47.2K)
Mastercard Inc(MAcusip57636Q104)	2.8K	QoQ -1.63% (-47) YoY +12.05% (+305)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$932.8M)	QoQ -4.39% (-$71.4K) YoY +27.54% (+$335.7K)
(cusip81369Y860)✕	35.0K	QoQ -1.02% (-363) YoY +15.35% (+4.7K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$932.8M)	QoQ +0.17% (-$2.5K) YoY +22.12% (+$265.3K)
PFIZER INC(PFEcusip717081103)	56.9K	QoQ +0.05% (-34) YoY -29.76% (-24.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$932.8M)	QoQ -3.22% (-$48.1K) YoY -35.86% (-$806.8K)
(cusip852234AK9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.4M	0.1% ($1.4M/$932.8M)	QoQ +0.77% (+$10.7K) YoY NEW(+$1.4M)
Alphabet Inc.(GOOGcusip02079K107)	8.8K	QoQ +8.22% (-666) YoY +7.82% (+636)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$932.8M)	QoQ -16.56% (-$271.6K) YoY +10.63% (+$131.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.6K	QoQ -0.23% (-6) YoY +110.12% (+1.4K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$932.8M)	QoQ -4.67% (-$66.6K) YoY +122.50% (+$748.4K)
(VYMcusip921946406)	9.4K	QoQ +1.60% (-149) YoY +8.49% (+737)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$932.8M)	QoQ -0.66% (-$8.1K) YoY +15.64% (+$164.2K)
CITIGROUP INC(Ccusip172967424)	16.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$932.8M)	QoQ -10.82% (-$137.9K) YoY +12.25% (+$124.0K)
ORACLE CORP(ORCLcusip68389X105)	7.9K	QoQ 0.00% (-0) YoY +0.53% (+42)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$932.8M)	QoQ -17.07% (-$228.0K) YoY +11.89% (+$117.7K)
Trade Desk, Inc.(TTDcusip88339J105)	20.0K	QoQ +0.04% (-8) YoY +0.04% (-8)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$932.8M)	QoQ -53.58% (-$1.3M) YoY -37.38% (-$653.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	9.6K	QoQ +26.18% (+2.0K) YoY NEW(+9.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$932.8M)	QoQ +24.71% (+$210.1K) YoY NEW(+$1.1M)
Dell Technologies Inc.(DELLcusip24703L202)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$912.4K	0.1% ($912.4K/$932.8M)	QoQ NEW(+$912.4K) YoY NEW(+$912.4K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	110.0K	QoQ +4.76% (-5.0K) YoY +83.33% (-50.0K)	All Managers (Combined)	$904.2K	0.1% ($904.2K/$932.8M)	QoQ -11.58% (-$118.5K) YoY -33.72% (-$460.2K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	24.0K	QoQ 0.00% (+0) YoY NEW(+24.0K)	All Managers (Combined)	$897.6K	0.1% ($897.6K/$932.8M)	QoQ +10.81% (+$87.6K) YoY NEW(+$897.6K)