Titelia

Holdings of Zuckerman Investment Group, LLC

126 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.4 % of the equity sleeve

Sector breakdown

  • Financials 11.9 %
  • Technology 11.7 %
  • Industrials 10.5 %
  • Health care 9.5 %
  • Communication 9.5 %
  • Consumer discretionary 7.1 %
  • Funds 3.8 %
  • Consumer staples 1.2 %
  • Utilities 0.2 %
  • Energy 0.1 %
  • Unattributed 34.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • NL 0.1 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US123986.2M $99.82 %
2TW11.1M $0.11 %
3NL1533.6K $0.05 %
4DK1218.7K $0.02 %

Positions

RankCompanySharesValueWeight
101Bristol-Myers Squibb Co 5,390326.9K $
102iShares Core S&P Mid-Cap ETF 4,735319.8K $
103Coca-Cola Co/The 4,163316.6K $
104Rush Street Interactive Inc 14,250309.9K $
105CoreWeave Inc 4,000309.9K $
106Public Service Enterprise Group Inc 3,740302.7K $
107iShares Russell 2000 ETF 1,200297.6K $
108Avantor Inc 37,497294K $
109iShares Trust 2,485281.1K $
110Hancock Whitney Corp 4,208267.6K $
111Coterra Energy Inc 7,370259K $
112SPDR Series Trust 2,023258.4K $
113Kenvue Inc 14,317246.8K $
114Intel Corp 5,496242.5K $
115HP Inc 12,400238.2K $
116iShares MSCI All Country Asia 2,457236.6K $
117Novo Nordisk A/S 5,952218.7K $
118Costco Wholesale Corp 218217.2K $
119Crowdstrike Holdings Inc 553215.9K $
120Gilead Sciences Inc 1,523212.3K $
121Danaher Corp 1,100208.6K $
122Enterprise Products Partners LP 5,446206.1K $
123iShares Bitcoin Trust ETF 5,282202.9K $
124Eos Energy Enterprises Inc 38,724192.1K $
125Empire State Realty Trust Inc 30,000156K $
126CANTON STRATEGIC HOLDINGS INC 46,973153.6K $