Zuckerman Investment Group, LLC
Q2 2026 13F filing
Updated 27 days ago139 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VRT VERTIV HOLDINGS CO | $111.3M | 332.4K | 9.41% | — |
| 2 | G GOOGN ALPHABET INC | $58M | 162.2K | 4.90% | — |
| 3 | I ICLR ICON PUB LTD CO | $51.1M | 294.4K | 4.33% | — |
| 4 | U ULTA ULTA BEAUTY INC | $44.2M | 98.0K | 3.74% | — |
| 5 | K KKRS KKR & CO INC | $35.7M | 389.4K | 3.02% | — |
| 6 | M MSFT MICROSOFT CORP | $35.7M | 95.7K | 3.02% | — |
| 7 | M MCK MCKESSON CORP | $33.2M | 44.0K | 2.81% | — |
| 8 | A AAPL APPLE INC | $32.7M | 113.1K | 2.77% | — |
| 9 | A ABBV ABBVIE INC | $32.7M | 129.8K | 2.76% | — |
| 10 | V VGES VANGUARD INTL EQUITY INDEX F | $31.9M | 533.6K | 2.69% | — |
| 11 | C CRM SALESFORCE INC | $31M | 197.7K | 2.62% | — |
| 12 | V VGES VANGUARD TAX-MANAGED FDS | $30.4M | 427.1K | 2.57% | — |
| 13 | G GPGI GPGI INC | $30.3M | 1.91M | 2.57% | — |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $29.5M | 58.9K | 2.49% | — |
| 15 | D DKS DICKS SPORTING GOODS INC | $28.3M | 124.6K | 2.39% | — |
| 16 | A AMZN AMAZON COM INC | $24.1M | 101.0K | 2.04% | — |
| 17 | H HSIC SCHEIN HENRY INC | $24.1M | 288.1K | 2.03% | — |
| 18 | A AEBI AEBI SCHMIDT HLDG AG | $23.6M | 1.88M | 1.99% | — |
| 19 | C CHWY CHEWY INC | $23.1M | 1.18M | 1.95% | — |
| 20 | M META META PLATFORMS INC | $22.9M | 40.7K | 1.94% | — |
| 21 | C CSW CSW INDUSTRIALS INC | $22.5M | 80.8K | 1.90% | — |
| 22 | V VGES VANGUARD INDEX FDS | $20.9M | 30.4K | 1.77% | — |
| 23 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $20.2M | 27 | 1.71% | — |
| 24 | J JPM-PM JPMORGAN CHASE & CO | $19.6M | 59.8K | 1.66% | — |
| 25 | P PGR PROGRESSIVE CORP | $19.5M | 89.3K | 1.65% | — |
| 26 | P PNR PENTAIR PLC | $18.1M | 236.5K | 1.53% | — |
| 27 | R RHLD RESOLUTE HLDGS MGMT INC | $17.7M | 122.3K | 1.50% | — |
| 28 | V VGES VANGUARD WORLD FD | $17.5M | 116.8K | 1.48% | — |
| 29 | H HODL VANECK ETF TRUST | $17.2M | 46.2K | 1.45% | — |
| 30 | V VGES VANGUARD INDEX FDS | $14.7M | 182.0K | 1.24% | — |
| 31 | E ETHA ISHARES TR | $14.5M | 144.3K | 1.23% | — |
| 32 | L LULU LULULEMON ATHLETICA INC | $14.3M | 125.5K | 1.21% | — |
| 33 | V VGES VANGUARD SCOTTSDALE FDS | $12.7M | 104.6K | 1.07% | — |
| 34 | D DIS DISNEY WALT CO | $12.1M | 125.9K | 1.02% | — |
| 35 | S SITE SITEONE LANDSCAPE SUPPLY INC | $11.5M | 100.4K | 0.97% | — |
| 36 | A ABT ABBOTT LABORATORIES | $11.1M | 122.6K | 0.94% | — |
| 37 | E ETHA ISHARES TR | $11.1M | 89.3K | 0.94% | — |
| 38 | V V VISA INC | $10.9M | 31.7K | 0.92% | — |
| 39 | T TMO THERMO FISHER SCIENTIFIC INC | $9.9M | 19.8K | 0.84% | — |
| 40 | P PTLO PORTILLOS INC | $9.7M | 2.05M | 0.82% | — |
| 41 | E ETHA ISHARES TR | $9.5M | 86.4K | 0.80% | — |
| 42 | S STT-PG SELECT SECTOR SPDR TR | $9M | 167.2K | 0.76% | — |
| 43 | P PG PROCTER & GAMBLE CO | $7.6M | 51.6K | 0.64% | — |
| 44 | Q QQQ INVESCO QQQ TR | $7M | 9.6K | 0.59% | — |
| 45 | A ADBE ADOBE INC | $6.7M | 32.9K | 0.57% | — |
| 46 | N NFLX NETFLIX INC. | $6.5M | 90.6K | 0.55% | — |
| 47 | B BSQKZ BLOCK INC | $6M | 6.36M | 0.51% | — |
| 48 | E ETHA ISHARES INC | $3.7M | 44.6K | 0.31% | — |
| 49 | J JNJ JOHNSON & JOHNSON | $3.5M | 13.7K | 0.29% | — |
| 50 | G GOOGN ALPHABET INC | $3.1M | 8.8K | 0.26% | — |