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 | $66.4M | 5.53% | -69,054 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 162.2K | $58.0M | $51.4M | 4.28% | -353 | 2026-06-30 |
| 3 | — | Icon Pub Ltd Co | 294.4K | $51.1M | $51.1M | 4.26% | +13.4K | 2026-06-30 |
| 4 | ULTA | Ulta Beauty Inc | 98.0K | $44.2M | $61.3M | 5.10% | +10.8K | 2026-06-30 |
| 5 | KKR | Kkr & Co Inc | 389.4K | $35.7M | $35.7M | 2.97% | +80.3K | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 95.7K | $35.7M | $51.0M | 4.24% | +12.2K | 2026-06-30 |
| 7 | MCK | McKesson Corp | 44.0K | $33.2M | $43.7M | 3.63% | +2.4K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 113.1K | $32.7M | $38.9M | 3.24% | +12.1K | 2026-06-30 |
| 9 | ABBV | Abbvie Inc | 129.8K | $32.7M | $37.2M | 3.10% | -334 | 2026-06-30 |
| 10 | VWO | Vanguard Intl Equity Index F | 533.6K | $31.9M | $30.1M | 2.51% | -366 | 2026-06-30 |
| 11 | CRM | Salesforce Inc | 197.7K | $31.0M | $49.0M | 4.07% | +5.9K | 2026-06-30 |
| 12 | VEA | Vanguard Tax-Managed Fds | 427.1K | $30.4M | $29.6M | 2.46% | +28 | 2026-06-30 |
| 13 | GPGI | Gpgi Inc | 1.91M | $30.3M | $20.5M | 1.70% | +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 | $18.0M | 1.50% | +609 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 101.0K | $24.1M | $25.2M | 2.09% | +1.3K | 2026-06-30 |
| 17 | HSIC | Schein Henry Inc | 288.1K | $24.1M | $24.3M | 2.03% | -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 | $25.8M | 2.14% | -- | 2026-06-30 |
| 20 | META | Meta Platforms Inc | 40.7K | $22.9M | $25.7M | 2.14% | -361 | 2026-06-30 |
| 21 | CSW | Csw Industrials Inc | 80.8K | $22.5M | $24.2M | 2.01% | +675 | 2026-06-30 |
| 22 | VOO | Vanguard Index Fds | 30.4K | $20.9M | $21.4M | 1.78% | +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 | $20.0M | 1.66% | -356 | 2026-06-30 |
| 25 | PGR | Progressive Corp | 89.3K | $19.5M | $20.5M | 1.70% | +1.1K | 2026-06-30 |
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