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ZUCKERMAN INVESTMENT GROUP, LLC 13F portfolio summary

ZUCKERMAN INVESTMENT GROUP, LLC of ZUCKERMAN INVESTMENT GROUP, LLC has 132 current stock holdings with a reported portfolio value of $1.07B. The portfolio 1 year return is +18.28%. Top holdings include SPY (0.00%), QQQ (0.00%), VRT (10.00%), GOOGL (4.64%), ULTA (4.53%).

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ZUCKERMAN INVESTMENT GROUP, LLC

ZUCKERMAN INVESTMENT GROUP, LLC
Latest filing: 2026-03-31

ZUCKERMAN INVESTMENT GROUP, LLC runs ZUCKERMAN INVESTMENT GROUP, LLC and currently holds 132 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.07B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ZUCKERMAN INVESTMENT GROUP, LLC ranks #526 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ZUCKERMAN INVESTMENT GROUP, LLC's portfolio at ZUCKERMAN INVESTMENT GROUP, LLC has delivered returns of +18.28%. Their 3-year annualized return is +71.03%. Looking at the 5-year horizon, ZUCKERMAN INVESTMENT GROUP, LLC has achieved +73.26% annualized returns at ZUCKERMAN INVESTMENT GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.28%
#735/1000
3 Year
+71.03%
#466/1000
5 Year
+73.26%
#482/1000

Portfolio Value

$1.07B

Alpha Score

53.9

#526 of 1000

Holdings

132

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change