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Zuckerman Investment Group, LLC

Q2 2026 13F filing

Updated 27 days ago

139 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
139
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

V
1.VRT

VERTIV HOLDINGS CO

Value
$111.3M
Shares
332.4K
% Port
9.41%
G

ALPHABET INC

Value
$58M
Shares
162.2K
% Port
4.90%
I

ICON PUB LTD CO

Value
$51.1M
Shares
294.4K
% Port
4.33%
U

ULTA BEAUTY INC

Value
$44.2M
Shares
98.0K
% Port
3.74%
K

KKR & CO INC

Value
$35.7M
Shares
389.4K
% Port
3.02%
M

MICROSOFT CORP

Value
$35.7M
Shares
95.7K
% Port
3.02%
M
7.MCK

MCKESSON CORP

Value
$33.2M
Shares
44.0K
% Port
2.81%
A

APPLE INC

Value
$32.7M
Shares
113.1K
% Port
2.77%
A

ABBVIE INC

Value
$32.7M
Shares
129.8K
% Port
2.76%
V
10.VGES

VANGUARD INTL EQUITY INDEX F

Value
$31.9M
Shares
533.6K
% Port
2.69%
C
11.CRM

SALESFORCE INC

Value
$31M
Shares
197.7K
% Port
2.62%
V
12.VGES

VANGUARD TAX-MANAGED FDS

Value
$30.4M
Shares
427.1K
% Port
2.57%
G
13.GPGI

GPGI INC

Value
$30.3M
Shares
1.91M
% Port
2.57%
B

BERKSHIRE HATHAWAY INC DEL

Value
$29.5M
Shares
58.9K
% Port
2.49%
D
15.DKS

DICKS SPORTING GOODS INC

Value
$28.3M
Shares
124.6K
% Port
2.39%
A
16.AMZN

AMAZON COM INC

Value
$24.1M
Shares
101.0K
% Port
2.04%
H
17.HSIC

SCHEIN HENRY INC

Value
$24.1M
Shares
288.1K
% Port
2.03%
A
18.AEBI

AEBI SCHMIDT HLDG AG

Value
$23.6M
Shares
1.88M
% Port
1.99%
C
19.CHWY

CHEWY INC

Value
$23.1M
Shares
1.18M
% Port
1.95%
M
20.META

META PLATFORMS INC

Value
$22.9M
Shares
40.7K
% Port
1.94%
C
21.CSW

CSW INDUSTRIALS INC

Value
$22.5M
Shares
80.8K
% Port
1.90%
V
22.VGES

VANGUARD INDEX FDS

Value
$20.9M
Shares
30.4K
% Port
1.77%
B

BERKSHIRE HATHAWAY INC DEL

Value
$20.2M
Shares
27
% Port
1.71%
J

JPMORGAN CHASE & CO

Value
$19.6M
Shares
59.8K
% Port
1.66%
P
25.PGR

PROGRESSIVE CORP

Value
$19.5M
Shares
89.3K
% Port
1.65%
P
26.PNR

PENTAIR PLC

Value
$18.1M
Shares
236.5K
% Port
1.53%
R
27.RHLD

RESOLUTE HLDGS MGMT INC

Value
$17.7M
Shares
122.3K
% Port
1.50%
V
28.VGES

VANGUARD WORLD FD

Value
$17.5M
Shares
116.8K
% Port
1.48%
H
29.HODL

VANECK ETF TRUST

Value
$17.2M
Shares
46.2K
% Port
1.45%
V
30.VGES

VANGUARD INDEX FDS

Value
$14.7M
Shares
182.0K
% Port
1.24%
E
31.ETHA

ISHARES TR

Value
$14.5M
Shares
144.3K
% Port
1.23%
L
32.LULU

LULULEMON ATHLETICA INC

Value
$14.3M
Shares
125.5K
% Port
1.21%
V
33.VGES

VANGUARD SCOTTSDALE FDS

Value
$12.7M
Shares
104.6K
% Port
1.07%
D
34.DIS

DISNEY WALT CO

Value
$12.1M
Shares
125.9K
% Port
1.02%
S
35.SITE

SITEONE LANDSCAPE SUPPLY INC

Value
$11.5M
Shares
100.4K
% Port
0.97%
A
36.ABT

ABBOTT LABORATORIES

Value
$11.1M
Shares
122.6K
% Port
0.94%
E
37.ETHA

ISHARES TR

Value
$11.1M
Shares
89.3K
% Port
0.94%
V
38.V

VISA INC

Value
$10.9M
Shares
31.7K
% Port
0.92%
T
39.TMO

THERMO FISHER SCIENTIFIC INC

Value
$9.9M
Shares
19.8K
% Port
0.84%
P
40.PTLO

PORTILLOS INC

Value
$9.7M
Shares
2.05M
% Port
0.82%
E
41.ETHA

ISHARES TR

Value
$9.5M
Shares
86.4K
% Port
0.80%
S

SELECT SECTOR SPDR TR

Value
$9M
Shares
167.2K
% Port
0.76%
P
43.PG

PROCTER & GAMBLE CO

Value
$7.6M
Shares
51.6K
% Port
0.64%
Q
44.QQQ

INVESCO QQQ TR

Value
$7M
Shares
9.6K
% Port
0.59%
A
45.ADBE

ADOBE INC

Value
$6.7M
Shares
32.9K
% Port
0.57%
N
46.NFLX

NETFLIX INC.

Value
$6.5M
Shares
90.6K
% Port
0.55%
B

BLOCK INC

Value
$6M
Shares
6.36M
% Port
0.51%
E
48.ETHA

ISHARES INC

Value
$3.7M
Shares
44.6K
% Port
0.31%
J
49.JNJ

JOHNSON & JOHNSON

Value
$3.5M
Shares
13.7K
% Port
0.29%
G

ALPHABET INC

Value
$3.1M
Shares
8.8K
% Port
0.26%