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

Page 6 of 9

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00214Q104

Shares:12.3K

Value:$582.9K

% of Portfolio:0.1% ($582.9K/$932.8M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:1.0K

Value:$581.4K

% of Portfolio:0.1% ($581.4K/$932.8M)

Vimeo, Inc.

VMEO|92719V100

Shares:109.0K

Value:$573.6K

% of Portfolio:0.1% ($573.6K/$932.8M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:4.7K

Value:$571.8K

% of Portfolio:0.1% ($571.8K/$932.8M)

AMGEN INC

AMGN|031162100

Shares:1.8K

Value:$568.6K

% of Portfolio:0.1% ($568.6K/$932.8M)

UiPath, Inc.

PATH|90364P105

Shares:55.0K

Value:$566.5K

% of Portfolio:0.1% ($566.5K/$932.8M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:36.4K

Value:$559.6K

% of Portfolio:0.1% ($559.6K/$932.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:8.8K

Value:$540.5K

% of Portfolio:0.1% ($540.5K/$932.8M)

NOVO NORDISK A S

NVO|670100205

Shares:7.7K

Value:$531.4K

% of Portfolio:0.1% ($531.4K/$932.8M)

3M CO

MMM|88579Y101

Shares:3.6K

Value:$529.1K

% of Portfolio:0.1% ($529.1K/$932.8M)

Fortinet, Inc.

FTNT|34959E109

Shares:5.1K

Value:$486.8K

% of Portfolio:0.1% ($486.8K/$932.8M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:11.3K

Value:$470.9K

% of Portfolio:0.1% ($470.9K/$932.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.0K

Value:$470.2K

% of Portfolio:0.1% ($470.2K/$932.8M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:30.0K

Value:$462.9K

% of Portfolio:0.0% ($462.9K/$932.8M)

Uber Technologies, Inc

UBER|90353T100

Shares:6.1K

Value:$447.0K

% of Portfolio:0.0% ($447.0K/$932.8M)

46438F101

Shares:9.5K

Value:$445.4K

% of Portfolio:0.0% ($445.4K/$932.8M)

NEWMARK GROUP, INC.

NMRK|65158N102

Shares:36.3K

Value:$441.2K

% of Portfolio:0.0% ($441.2K/$932.8M)

DEERE & CO

DE|244199105

Shares:935

Value:$438.8K

% of Portfolio:0.0% ($438.8K/$932.8M)

C3.ai, Inc.

AI|12468P104

Shares:20.3K

Value:$427.3K

% of Portfolio:0.0% ($427.3K/$932.8M)

Blackstone Inc.

BX|09260D107

Shares:3.0K

Value:$413.6K

% of Portfolio:0.0% ($413.6K/$932.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00214Q104)✕	12.3K	QoQ 0.00% (-0) YoY -22.39% (-3.5K)	All Managers (Combined)	$582.9K	0.1% ($582.9K/$932.8M)	QoQ -22.98% (-$173.9K) YoY -26.26% (-$207.7K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$581.4K	0.1% ($581.4K/$932.8M)	QoQ -3.58% (-$21.6K) YoY +36.79% (+$156.4K)
Vimeo, Inc.(VMEOcusip92719V100)	109.0K	QoQ 0.00% (-0) YoY +140.43% (+63.7K)	All Managers (Combined)	$573.6K	0.1% ($573.6K/$932.8M)	QoQ -20.78% (-$150.5K) YoY +209.20% (+$388.1K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	4.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$571.8K	0.1% ($571.8K/$932.8M)	QoQ -12.89% (-$84.6K) YoY -21.36% (-$155.3K)
AMGEN INC(AMGNcusip031162100)	1.8K	QoQ +1.22% (+22) YoY NEW(+1.8K)	All Managers (Combined)	$568.6K	0.1% ($568.6K/$932.8M)	QoQ +9.16% (+$47.7K) YoY NEW(+$568.6K)
UiPath, Inc.(PATHcusip90364P105)	55.0K	QoQ 0.00% (-0) YoY NEW(+55.0K)	All Managers (Combined)	$566.5K	0.1% ($566.5K/$932.8M)	QoQ -27.51% (-$215.1K) YoY NEW(+$566.5K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	36.4K	QoQ 0.00% (-0) YoY -12.07% (-5.0K)	All Managers (Combined)	$559.6K	0.1% ($559.6K/$932.8M)	QoQ -11.41% (-$72.1K) YoY -4.22% (-$24.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	8.8K	QoQ 0.00% (+0) YoY -1.24% (-110)	All Managers (Combined)	$540.5K	0.1% ($540.5K/$932.8M)	QoQ +1.09% (+$5.9K) YoY +22.10% (-$97.9K)
NOVO NORDISK A S(NVOcusip670100205)	7.7K	QoQ +28.56% (+1.7K) YoY +29.03% (-1.7K)	All Managers (Combined)	$531.4K	0.1% ($531.4K/$932.8M)	QoQ +8.01% (+$39.4K) YoY -30.21% (-$230.1K)
3M CO(MMMcusip88579Y101)	3.6K	QoQ 0.00% (-0) YoY -54.92% (-4.4K)	All Managers (Combined)	$529.1K	0.1% ($529.1K/$932.8M)	QoQ -2.11% (-$11.5K) YoY -37.59% (-$318.7K)
Fortinet, Inc.(FTNTcusip34959E109)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$486.8K	0.1% ($486.8K/$932.8M)	QoQ NEW(+$486.8K) YoY NEW(+$486.8K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	11.3K	QoQ +72.22% (+4.7K) YoY +55.18% (+4.0K)	All Managers (Combined)	$470.9K	0.1% ($470.9K/$932.8M)	QoQ +79.25% (+$208.2K) YoY +18.35% (+$73.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.0K	QoQ -0.20% (-8) YoY -7.07% (-301)	All Managers (Combined)	$470.2K	0.1% ($470.2K/$932.8M)	QoQ +10.82% (-$45.9K) YoY -4.92% (-$24.4K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	30.0K	QoQ +7.14% (-2.0K) YoY NEW(+30.0K)	All Managers (Combined)	$462.9K	0.0% ($462.9K/$932.8M)	QoQ -19.19% (-$110.0K) YoY NEW(+$462.9K)
Uber Technologies, Inc(UBERcusip90353T100)	6.1K	QoQ -7.63% (-507) YoY -14.90% (-1.1K)	All Managers (Combined)	$447.0K	0.0% ($447.0K/$932.8M)	QoQ +0.01% (-$56) YoY -19.47% (-$108.1K)
(cusip46438F101)✕	9.5K	QoQ 0.00% (-0) YoY NEW(+9.5K)	All Managers (Combined)	$445.4K	0.0% ($445.4K/$932.8M)	QoQ -18.70% (-$102.5K) YoY NEW(+$445.4K)
NEWMARK GROUP, INC.(NMRKcusip65158N102)	36.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$441.2K	0.0% ($441.2K/$932.8M)	QoQ -11.81% (-$59.1K) YoY +9.73% (+$39.1K)
DEERE & CO(DEcusip244199105)	935	QoQ 0.00% (+0) YoY -2.70% (-26)	All Managers (Combined)	$438.8K	0.0% ($438.8K/$932.8M)	QoQ +0.49% (+$2.1K) YoY +11.17% (-$44.1K)
C3.ai, Inc.(AIcusip12468P104)	20.3K	QoQ +97.08% (+10.0K) YoY +52.63% (+7.0K)	All Managers (Combined)	$427.3K	0.0% ($427.3K/$932.8M)	QoQ +32.92% (+$105.9K) YoY +18.68% (+$67.3K)
Blackstone Inc.(BXcusip09260D107)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$413.6K	0.0% ($413.6K/$932.8M)	QoQ NEW(+$413.6K) YoY NEW(+$413.6K)