account_balance
Investment manager · 13F filer · SEC CIK 1423296
Zuckerman Investment Group, LLC
Reported value$1.18Bas of Jun 30, 2026
Positions138 9 new, 6 sold out
Top 10 weight39.5%VRT alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VRTVertiv Holdings Co
9.4%Trimmed −17%
GOOGLAlphabet Inc
4.9%
ICLRIcon Pub Ltd Co
4.3%Added +5%
ULTAUlta Beauty Inc
3.7%Added +12%
KKRKKR & Co Inc
3.0%Added +26%
MSFTMicrosoft Corp
3.0%Added +15%
MCKMckesson Corp
2.8%Added +6%
AAPLApple Inc
2.8%Added +12%
ABBVAbbvie Inc
2.8%
VWOVanguard Intl Equity Index F
2.7%
CRMSalesforce Inc
2.6%Added +3%
VEAVanguard Tax-managed FDS
2.6%
VRTVertiv Holdings Co
9.4%Trimmed −17%
GOOGL4.9%ICLR4.3%ULTA3.7%KKR3.0%MSFT3.0%MCK2.8%AAPL2.8%ABBV2.8%VWO2.7%
CRM2.6%VEA2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VRT Vertiv Holdings Co 9.4% Trimmed −17%GOOGL Alphabet Inc 4.9% HeldICLR Icon Pub Ltd Co 4.3% Added +5%ULTA Ulta Beauty Inc 3.7% Added +12%KKR KKR & Co Inc 3.0% Added +26%MSFT Microsoft Corp 3.0% Added +15%MCK Mckesson Corp 2.8% Added +6%AAPL Apple Inc 2.8% Added +12%ABBV Abbvie Inc 2.8% Held
VWO Vanguard Intl Equity Index F 2.7% Held
CRM Salesforce Inc 2.6% Added +3%VEA Vanguard Tax-managed FDS 2.6% Held
What changed