Zuckerman Investment Group, LLC
139 holdingsFiling period: 2026-06-30Current AUM: $1.20Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 332.4K | $111.3M | $78.0M | 6.49% | -69,054 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 162.2K | $58.0M | $55.9M | 4.65% | -353 | 2026-06-30 |
| 3 | — | ICON PUB LTD CO | 294.4K | $51.1M | $51.1M | 4.25% | +13.4K | 2026-06-30 |
| 4 | ULTA | ULTA BEAUTY INC | 98.0K | $44.2M | $53.4M | 4.44% | +10.8K | 2026-06-30 |
| 5 | KKR | KKR & CO INC | 389.4K | $35.7M | $38.9M | 3.24% | +80.3K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 95.7K | $35.7M | $47.6M | 3.96% | +12.2K | 2026-06-30 |
| 7 | MCK | MCKESSON CORP | 44.0K | $33.2M | $39.6M | 3.29% | +2.4K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 113.1K | $32.7M | $37.5M | 3.12% | +12.1K | 2026-06-30 |
| 9 | ABBV | ABBVIE INC | 129.8K | $32.7M | $34.1M | 2.84% | -334 | 2026-06-30 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 533.6K | $31.9M | $31.6M | 2.63% | -366 | 2026-06-30 |
| 11 | CRM | SALESFORCE INC | 197.7K | $31.0M | $50.5M | 4.20% | +5.9K | 2026-06-30 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 427.1K | $30.4M | $30.6M | 2.54% | +28 | 2026-06-30 |
| 13 | GPGI | GPGI INC | 1.91M | $30.3M | $23.7M | 1.97% | +325.2K | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 58.9K | $29.5M | $29.5M | 2.45% | +890 | 2026-06-30 |
| 15 | DKS | DICKS SPORTING GOODS INC | 124.6K | $28.3M | $15.4M | 1.28% | +609 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 101.0K | $24.1M | $25.1M | 2.09% | +1.3K | 2026-06-30 |
| 17 | HSIC | SCHEIN HENRY INC | 288.1K | $24.1M | $25.2M | 2.10% | -452 | 2026-06-30 |
| 18 | — | AEBI SCHMIDT HLDG AG | 1.88M | $23.6M | $23.6M | 1.96% | -- | 2026-06-30 |
| 19 | CHWY | CHEWY INC | 1.18M | $23.1M | $24.9M | 2.07% | -- | 2026-06-30 |
| 20 | META | META PLATFORMS INC | 40.7K | $22.9M | $27.3M | 2.27% | -361 | 2026-06-30 |
| 21 | CSW | CSW INDUSTRIALS INC | 80.8K | $22.5M | $23.4M | 1.95% | +675 | 2026-06-30 |
| 22 | VOO | VANGUARD INDEX FDS | 30.4K | $20.9M | $21.2M | 1.76% | +481 | 2026-06-30 |
| 23 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 27 | $20.2M | $20.2M | 1.68% | +6 | 2026-06-30 |
| 24 | JPM | JPMORGAN CHASE & CO | 59.8K | $19.6M | $21.1M | 1.75% | -356 | 2026-06-30 |
| 25 | PGR | PROGRESSIVE CORP | 89.3K | $19.5M | $19.8M | 1.64% | +1.1K | 2026-06-30 |
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