Zuckerman Investment Group, LLC 13F Holdings · Q2 2026
Zuckerman Investment Group, LLC reported 138 securities worth $1.18B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VRT (9.41%), GOOGL (4.90%), ICLR (4.33%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $111.3M | 9.41% | 332,438 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $58.0M | 4.90% | 162,178 | Trimmed |
| 3 | ICLR | ICON PUB LTD CO | $51.1M | 4.33% | 294,439 | Added |
| 4 | ULTA | ULTA BEAUTY INC | $44.2M | 3.74% | 98,024 | Added |
| 5 | KKR | KKR & CO INC | $35.7M | 3.02% | 389,370 | Added |
| 6 | MSFT | MICROSOFT CORP | $35.7M | 3.02% | 95,711 | Added |
| 7 | MCK | MCKESSON CORP | $33.2M | 2.81% | 43,994 | Added |
| 8 | AAPL | APPLE INC | $32.7M | 2.77% | 113,075 | Added |
| 9 | ABBV | ABBVIE INC | $32.7M | 2.76% | 129,804 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $31.9M | 2.69% | 533,604 | Trimmed |
| 11 | CRM | SALESFORCE INC | $31.0M | 2.62% | 197,724 | Added |
| 12 | GPGI | GPGI INC | $30.3M | 2.57% | 1.9M | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $30.4M | 2.57% | 427,105 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $29.5M | 2.49% | 58,930 | Added |
| 15 | DKS | DICKS SPORTING GOODS INC | $28.3M | 2.39% | 124,645 | Added |
| 16 | AMZN | AMAZON COM INC | $24.1M | 2.04% | 101,001 | Added |
| 17 | HSIC | SCHEIN HENRY INC | $24.1M | 2.03% | 288,106 | Trimmed |
| 18 | AEBI | AEBI SCHMIDT HLDG AG | $23.6M | 1.99% | 1.9M | Trimmed |
| 19 | CHWY | CHEWY INC | $23.1M | 1.95% | 1.2M | Added |
| 20 | META | META PLATFORMS INC | $22.9M | 1.94% | 40,711 | Trimmed |
| 21 | CSW | CSW INDUSTRIALS INC | $22.5M | 1.90% | 80,842 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $20.9M | 1.77% | 30,433 | Added |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $20.2M | 1.71% | 27 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $19.6M | 1.66% | 59,805 | Trimmed |
| 25 | PGR | PROGRESSIVE CORP | $19.5M | 1.65% | 89,261 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR