— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Zuckerman Investment Group, LLC

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
130
-29
New Purchases
0
Added To
0
Closed
130
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 42 $0 0%
Large Cap 58 $0 0%
Mid Cap 21 $0 0%
Small Cap 7 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$414.5B
Median Market Cap
$98.5B
Avg P/E
32.9
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
100
# ETFs / Funds
30

Top Holdings (130 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RYAM —% -$201K -34,154 -100.0% SOLD
2 RSI —% -$277K -14,250 -100.0% SOLD
3 ATR —% -$1M -10,521 -100.0% SOLD
4 BRK-A —% -$16M -21 -100.0% SOLD
5 DIS —% -$14M -123,734 -100.0% SOLD
6 UBER —% -$567K -6,935 -100.0% SOLD
7 ACHR —% -$844K -112,216 -100.0% SOLD
8 BMY —% -$830K -15,390 -100.0% SOLD
9 XOM —% -$481K -3,994 -100.0% SOLD
10 AVTR —% -$20M -1,749,569 -100.0% SOLD
11 ESRT —% -$196K -30,000 -100.0% SOLD
12 NTR —% -$243K -3,940 -100.0% SOLD
13 LB —% -$426K -8,700 -100.0% SOLD
14 SLB —% -$230K -5,982 -100.0% SOLD
15 GS —% -$1M -1,345 -100.0% SOLD
16 HD —% -$2M -5,834 -100.0% SOLD
17 ABBV —% -$29M -128,484 -100.0% SOLD
18 DHR —% -$252K -1,100 -100.0% SOLD
19 CRM —% -$18M -69,543 -100.0% SOLD
20 BCO —% -$13M -107,932 -100.0% SOLD
21 J —% -$627K -4,730 -100.0% SOLD
22 RHLD —% -$25M -122,517 -100.0% SOLD
23 KO —% -$291K -4,163 -100.0% SOLD
24 VZ —% -$2M -43,333 -100.0% SOLD
25 HPQ —% -$276K -12,400 -100.0% SOLD
26 V —% -$3M -9,099 -100.0% SOLD
27 DE —% -$494K -1,060 -100.0% SOLD
28 GPGI —% -$31M -1,595,473 -100.0% SOLD
29 DKS —% -$24M -122,300 -100.0% SOLD
30 KVUE —% -$16M -936,091 -100.0% SOLD
31 PNR —% -$25M -235,787 -100.0% SOLD
32 BX —% -$456K -2,956 -100.0% SOLD
33 JPM —% -$20M -60,993 -100.0% SOLD
34 BAC —% -$1M -18,229 -100.0% SOLD
35 SII —% -$265K -2,707 -100.0% SOLD
36 TYL —% -$454K -1,001 -100.0% SOLD
37 PG —% -$7M -51,382 -100.0% SOLD
38 ABT —% -$15M -122,175 -100.0% SOLD
39 AIG —% -$214K -2,500 -100.0% SOLD
40 ETN —% -$637K -2,001 -100.0% SOLD
41 TMO —% -$927K -1,600 -100.0% SOLD
42 VRT —% -$105M -646,548 -100.0% SOLD
43 MMM —% -$576K -3,600 -100.0% SOLD
44 MCK —% -$39M -48,004 -100.0% SOLD
45 MOH —% -$209K -1,205 -100.0% SOLD
46 LLY —% -$1M -942 -100.0% SOLD
47 MPC —% -$233K -1,434 -100.0% SOLD
48 NVO —% -$303K -5,952 -100.0% SOLD
49 MA —% -$2M -3,906 -100.0% SOLD
50 KKR —% -$29M -226,770 -100.0% SOLD
51 CME —% -$231K -847 -100.0% SOLD
52 SITE —% -$12M -98,181 -100.0% SOLD
53 JNJ —% -$3M -13,844 -100.0% SOLD
54 COF —% -$237K -976 -100.0% SOLD
55 DEO —% -$220K -2,555 -100.0% SOLD
56 UNH —% -$1M -4,164 -100.0% SOLD
57 RTX —% -$1M -5,828 -100.0% SOLD
58 ASML —% -$432K -404 -100.0% SOLD
59 PGR —% -$19M -84,965 -100.0% SOLD
60 TSM —% -$945K -3,110 -100.0% SOLD
61 CSCO —% -$675K -8,759 -100.0% SOLD
62 CRWV —% -$286K -4,000 -100.0% SOLD
63 AAXJ —% -$229K -2,457 -100.0% SOLD
64 ARKK —% -$942K -12,250 -100.0% SOLD
65 AMZN —% -$22M -97,179 -100.0% SOLD
66 CDNL —% -$242K -10,000 -100.0% SOLD
67 LULU —% -$16M -74,838 -100.0% SOLD
68 AAPL —% -$26M -96,681 -100.0% SOLD
69 INTC —% -$203K -5,496 -100.0% SOLD
70 HRMY —% -$3M -75,461 -100.0% SOLD
71 ICLR —% -$28M -155,643 -100.0% SOLD
72 META —% -$27M -40,416 -100.0% SOLD
73 HWC —% -$276K -4,333 -100.0% SOLD
74 ADBE —% -$11M -30,196 -100.0% SOLD
75 FTNT —% -$397K -5,000 -100.0% SOLD
76 BCTK —% -$771K -30,683 -100.0% SOLD
77 BKR —% -$578K -12,692 -100.0% SOLD
78 FBTC —% -$232K -3,043 -100.0% SOLD
79 IUSV —% -$9M -83,056 -100.0% SOLD
80 IVV —% -$799K -1,166 -100.0% SOLD
81 IWM —% -$306K -1,243 -100.0% SOLD
82 OIH —% -$13M -46,549 -100.0% SOLD
83 PEP —% -$3M -20,561 -100.0% SOLD
84 XLF —% -$9M -169,663 -100.0% SOLD
85 VEA —% -$26M -415,225 -100.0% SOLD
86 BIV —% -$789K -10,125 -100.0% SOLD
87 CEG —% -$2M -4,277 -100.0% SOLD
88 MRK —% -$1M -12,908 -100.0% SOLD
89 CSWC —% -$995K -44,930 -100.0% SOLD
90 NMRK —% -$629K -36,250 -100.0% SOLD
91 IAU —% -$281K -3,457 -100.0% SOLD
92 IJH —% -$313K -4,735 -100.0% SOLD
93 SBUX —% -$482K -5,724 -100.0% SOLD
94 ULTA —% -$64M -105,856 -100.0% SOLD
95 SPY —% -$1M -1,489 -100.0% SOLD
96 XLRE —% -$1M -35,965 -100.0% SOLD
97 AVGO —% -$1M -3,015 -100.0% SOLD
98 GOOGL —% -$50M -160,052 -100.0% SOLD
99 GOOG —% -$2M -7,874 -100.0% SOLD
100 GLD —% -$1M -3,541 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
RSI —%
ATR —%
BRK-A —%
DIS —%
UBER —%
ACHR —%
BMY —%
XOM —%
AVTR —%
ESRT —%
NTR —%
AIG —%
RYAM —%
GS —%
View SEC EDGAR Filings for Zuckerman Investment Group, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms