Universe · entity
Zuckerman Investment Group, LLC
Institutional manager (13F) · CIK 1423296
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | $101M | 401,492 |
| 2 | ALPHABET INC | $47M | 162,531 |
| 3 | ULTA BEAUTY INC | $46M | 87,240 |
| 4 | MCKESSON CORP | $36M | 41,632 |
| 5 | SALESFORCE INC | $36M | 191,833 |
| 6 | ICON PLC | $31M | 280,992 |
| 7 | MICROSOFT CORP | $31M | 83,482 |
| 8 | VANGUARD INTL EQUITY INDEX F | $29M | 533,970 |
| 9 | KKR & CO INC | $29M | 309,041 |
| 10 | ABBVIE INC | $28M | 130,138 |
| 11 | BERKSHIRE HATHAWAY INC DEL | $28M | 58,040 |
| 12 | VANGUARD TAX-MANAGED FDS | $27M | 427,077 |
| 13 | GPGI INC | $27M | 1,588,722 |
| 14 | APPLE INC | $26M | 100,958 |
| 15 | DICKS SPORTING GOODS INC | $25M | 124,036 |
| 16 | META PLATFORMS INC | $23M | 41,072 |
| 17 | SCHEIN HENRY INC | $21M | 288,558 |
| 18 | CSW INDUSTRIALS INC | $21M | 80,167 |
| 19 | AMAZON COM INC | $21M | 99,746 |
| 20 | PENTAIR PLC | $21M | 236,413 |
| 21 | VANGUARD WORLD FD | $20M | 117,204 |
| 22 | RESOLUTE HLDGS MGMT INC | $20M | 122,682 |
| 23 | VANECK ETF TRUST | $19M | 46,640 |
| 24 | AEBI SCHMIDT HLDG AG | $18M | 1,895,202 |
| 25 | VANGUARD INDEX FDS | $18M | 29,952 |
| 26 | JPMORGAN CHASE & CO | $18M | 60,161 |
| 27 | PROGRESSIVE CORP | $17M | 88,114 |
| 28 | ISHARES TR | $17M | 164,331 |
| 29 | BERKSHIRE HATHAWAY INC DEL | $15M | 21 |
| 30 | SITEONE LANDSCAPE SUPPLY INC | $13M | 100,081 |
| 31 | CHEWY INC | $13M | 493,238 |
| 32 | VANGUARD INDEX FDS | $13M | 45,294 |
| 33 | ADOBE INC | $13M | 53,130 |
| 34 | ABBOTT LABORATORIES | $13M | 123,801 |
| 35 | DISNEY WALT CO | $12M | 126,714 |
| 36 | LULULEMON ATHLETICA INC | $12M | 75,679 |
| 37 | PORTILLOS INC | $11M | 2,062,124 |
| 38 | VANGUARD SCOTTSDALE FDS | $10M | 104,059 |
| 39 | THERMO FISHER SCIENTIFIC INC | $9M | 19,086 |
| 40 | ISHARES TR | $9M | 21,746 |
| 41 | ISHARES TR | $9M | 88,535 |
| 42 | NETFLIX INC. | $9M | 89,592 |
| 43 | SELECT SECTOR SPDR TR | $8M | 169,125 |
| 44 | PROCTER & GAMBLE CO | $7M | 51,564 |
| 45 | BLOCK INC | $6M | 6,407,000 |
| 46 | INVESCO QQQ TR | $5M | 9,112 |
| 47 | JOHNSON & JOHNSON | $3M | 13,820 |
| 48 | PALANTIR TECHNOLOGIES INC | $3M | 22,854 |
| 49 | PEPSICO INC | $3M | 21,299 |
| 50 | ISHARES INC | $3M | 45,146 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.