Holders — by stockHoldings — by fund
Zuckerman Investment Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1423296
$1.18B
disclosed book value
138
positions
9.4%
largest position share
Positions, as of 2026-06-30
top 100 of 138 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VRTVERTIV HOLDINGS CO | 332,438 | $111.3M | 9.4% |
| 2 | GOOGLALPHABET INC | 162,178 | $58.0M | 4.9% |
| 3 | ICON PUB LTD CO | 294,439 | $51.1M | 4.3% |
| 4 | ULTAULTA BEAUTY INC | 98,024 | $44.2M | 3.7% |
| 5 | KKRKKR & CO INC | 389,370 | $35.7M | 3% |
| 6 | MSFTMICROSOFT CORP | 95,711 | $35.7M | 3% |
| 7 | MCKMCKESSON CORP | 43,994 | $33.2M | 2.8% |
| 8 | AAPLAPPLE INC | 113,075 | $32.7M | 2.8% |
| 9 | ABBVABBVIE INC | 129,804 | $32.7M | 2.8% |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 533,604 | $31.9M | 2.7% |
| 11 | CRMSALESFORCE INC | 197,724 | $31.0M | 2.6% |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 427,105 | $30.4M | 2.6% |
| 13 | GPGIGPGI INC | 1.9M | $30.3M | 2.6% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 58,930 | $29.5M | 2.5% |
| 15 | DKSDICKS SPORTING GOODS INC | 124,645 | $28.3M | 2.4% |
| 16 | AMZNAMAZON COM INC | 101,001 | $24.1M | 2% |
| 17 | HSICSCHEIN HENRY INC | 288,106 | $24.1M | 2% |
| 18 | AEBI SCHMIDT HLDG AG | 1.9M | $23.6M | 2% |
| 19 | CHWYCHEWY INC | 1.2M | $23.1M | 2% |
| 20 | METAMETA PLATFORMS INC | 40,711 | $22.9M | 1.9% |
| 21 | CSWCSW INDUSTRIALS INC | 80,842 | $22.5M | 1.9% |
| 22 | VOOVANGUARD INDEX FDS | 30,433 | $20.9M | 1.8% |
| 23 | BRK/ABERKSHIRE HATHAWAY INC DEL | 27 | $20.2M | 1.7% |
| 24 | JPMJPMORGAN CHASE & CO | 59,805 | $19.6M | 1.7% |
| 25 | PGRPROGRESSIVE CORP | 89,261 | $19.5M | 1.6% |
| 26 | PENTAIR PLC | 236,525 | $18.1M | 1.5% |
| 27 | RHLDRESOLUTE HLDGS MGMT INC | 122,349 | $17.7M | 1.5% |
| 28 | VDEVANGUARD WORLD FD | 116,824 | $17.5M | 1.5% |
| 29 | OIHVANECK ETF TRUST | 46,163 | $17.2M | 1.5% |
| 30 | VOVANGUARD INDEX FDS | 182,044 | $14.7M | 1.2% |
| 31 | SGOVISHARES TR | 144,332 | $14.5M | 1.2% |
| 32 | LULULULULEMON ATHLETICA INC | 125,509 | $14.3M | 1.2% |
| 33 | VTWOVANGUARD SCOTTSDALE FDS | 104,587 | $12.7M | 1.1% |
| 34 | DISDISNEY WALT CO | 125,933 | $12.1M | 1% |
| 35 | SITESITEONE LANDSCAPE SUPPLY INC | 100,401 | $11.5M | 1% |
| 36 | ABTABBOTT LABORATORIES | 122,584 | $11.1M | 0.9% |
| 37 | IWFISHARES TR | 89,275 | $11.1M | 0.9% |
| 38 | VVISA INC | 31,701 | $10.9M | 0.9% |
| 39 | TMOTHERMO FISHER SCIENTIFIC INC | 19,841 | $9.9M | 0.8% |
| 40 | PTLOPORTILLOS INC | 2.0M | $9.7M | 0.8% |
| 41 | IUSVISHARES TR | 86,389 | $9.5M | 0.8% |
| 42 | XLFSELECT SECTOR SPDR TR | 167,168 | $9.0M | 0.8% |
| 43 | PGPROCTER & GAMBLE CO | 51,564 | $7.6M | 0.6% |
| 44 | QQQINVESCO QQQ TR | 9,550 | $7.0M | 0.6% |
| 45 | ADBEADOBE INC | 32,921 | $6.7M | 0.6% |
| 46 | NFLXNETFLIX INC. | 90,624 | $6.5M | 0.5% |
| 47 | XYZ 0.25 11/01/27BLOCK INC | 6.4M | $6.0M | 0.5% |
| 48 | IEMGISHARES INC | 44,636 | $3.7M | 0.3% |
| 49 | JNJJOHNSON & JOHNSON | 13,712 | $3.5M | 0.3% |
| 50 | GOOGALPHABET INC | 8,825 | $3.1M | 0.3% |
| 51 | PLTRPALANTIR TECHNOLOGIES INC | 26,654 | $3.1M | 0.3% |
| 52 | HRMYHARMONY BIOSCIENCES HLDGS IN | 78,255 | $2.8M | 0.2% |
| 53 | PEPPEPSICO INC | 21,030 | $2.8M | 0.2% |
| 54 | CSCOCISCO SYS INC | 22,103 | $2.6M | 0.2% |
| 55 | XLBSELECT SECTOR SPDR TR | 47,627 | $2.4M | 0.2% |
| 56 | XLUSELECT SECTOR SPDR TR | 50,822 | $2.3M | 0.2% |
| 57 | HYBBISHARES TR | 46,130 | $2.2M | 0.2% |
| 58 | VCSHVANGUARD SCOTTSDALE FDS | 27,183 | $2.1M | 0.2% |
| 59 | BIVVANGUARD BD INDEX FDS | 27,779 | $2.1M | 0.2% |
| 60 | SHYGISHARES TR | 49,872 | $2.1M | 0.2% |
| 61 | HDHOME DEPOT INC | 5,991 | $2.1M | 0.2% |
| 62 | MAMASTERCARD INCORPORATED | 3,976 | $2.0M | 0.2% |
| 63 | CBOECBOE GLOBAL MKTS INC | 7,795 | $1.9M | 0.2% |
| 64 | UNHUNITEDHEALTH GROUP INC | 4,351 | $1.8M | 0.2% |
| 65 | XLRESELECT SECTOR SPDR TR | 37,218 | $1.6M | 0.1% |
| 66 | MRKMERCK & CO INC | 12,036 | $1.5M | 0.1% |
| 67 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,123 | $1.5M | 0.1% |
| 68 | ORCLORACLE CORP | 10,033 | $1.5M | 0.1% |
| 69 | VYMVANGUARD WHITEHALL FDS | 9,266 | $1.5M | 0.1% |
| 70 | NVDANVIDIA CORPORATION | 7,182 | $1.4M | 0.1% |
| 71 | SPYSTATE STR SPDR S&P 500 ETF T | 1,888 | $1.4M | 0.1% |
| 72 | TSLATESLA INC | 3,349 | $1.4M | 0.1% |
| 73 | GSGOLDMAN SACHS GROUP INC | 1,331 | $1.3M | 0.1% |
| 74 | ATRAPTARGROUP INC | 10,521 | $1.3M | 0.1% |
| 75 | RTXRTX CORPORATION | 6,441 | $1.2M | 0.1% |
| 76 | GLDSPDR GOLD TR | 3,266 | $1.2M | 0.1% |
| 77 | AVGOBROADCOM INC | 3,027 | $1.1M | 0.1% |
| 78 | LLYELI LILLY & CO | 942 | $1.1M | 0.1% |
| 79 | CEGCONSTELLATION ENERGY CORP | 4,283 | $1.1M | 0.1% |
| 80 | BACBANK OF AMER CORP | 17,917 | $1.0M | 0.1% |
| 81 | BCTKBARON ETF TR | 30,683 | $996,621 | 0.1% |
| 82 | ARKKARK ETF TR | 12,261 | $990,934 | 0.1% |
| 83 | VIOOVANGUARD ADMIRAL FDS INC | 7,089 | $975,021 | 0.1% |
| 84 | CDNLCARDINAL INFRASTRUCTURE GROU | 10,000 | $942,000 | 0.1% |
| 85 | IVVISHARES TR | 1,204 | $901,664 | 0.1% |
| 86 | EATON CORP PLC | 2,013 | $857,780 | 0.1% |
| 87 | WFCWELLS FARGO & CO | 9,968 | $823,756 | 0.1% |
| 88 | ASML HLDG NV | 404 | $803,734 | 0.1% |
| 89 | DEDEERE & CO | 1,228 | $778,957 | 0.1% |
| 90 | FTNTFORTINET INC | 5,000 | $768,100 | 0.1% |
| 91 | INTCINTEL CORP | 5,310 | $741,435 | 0.1% |
| 92 | BKRBAKER HUGHES COMPANY | 12,748 | $707,514 | 0.1% |
| 93 | LBLANDBRIDGE COMPANY LLC | 8,700 | $689,388 | 0.1% |
| 94 | MMM3M CO | 3,799 | $615,096 | 0.1% |
| 95 | JJACOBS SOLUTIONS INC | 4,730 | $595,980 | 0.1% |
| 96 | UBERUBER TECHNOLOGIES INC | 8,249 | $595,248 | 0.1% |
| 97 | SBUXSTARBUCKS CORP | 5,724 | $584,930 | 0% |
| 98 | NMRKNEWMARK GROUP INC | 36,250 | $547,738 | 0% |
| 99 | EXMOCEXXON MOBIL CORP | 3,994 | $546,060 | 0% |
| 100 | ACHRARCHER AVIATION INC | 112,216 | $530,782 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.