Zuckerman Investment Group, LLC

CIK

1423296

Location

CHICAGO, IL

Portfolio Value

Small $844,747,191

Diversification

Diversified

Filing Date

Global Rank

#1,958 / 8,622 ▼ 67 · as of Mar 2026

Top Industry

Electrical Equipment & Parts 12.0%

3Y Alpha vs SPY

+3.3%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+86.1%

SPY

+67.9%

Annualised alpha

+4.2%

Max drawdown

−22.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

103 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.9%

+0.7 pts

Top 5

31.3%

+0.0 pts

Top 10

48.7%

+1.7 pts

HHI

397

Diversified+14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.8%	$226,221,049	16
Healthcare	17.8%	$150,604,004	18
Consumer Cyclical	15.5%	$131,027,243	10
Technology	13.8%	$116,600,218	18
Financial Services	12.2%	$103,340,396	14
Communication Services	10.8%	$91,516,883	5
Consumer Defensive	1.4%	$11,536,067	5
Unclassified	0.9%	$7,831,979	4
Energy	0.4%	$3,197,464	7
Utilities	0.2%	$1,497,105	2
Real Estate	0.1%	$699,387	2
Basic Materials	0.1%	$675,396	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ICLR	Icon PLC	+125,349	280,992	$31,094,574
CRM	Salesforce, Inc.	+122,290	191,833	$35,809,466
PTLO	Portillo's Inc.	+98,374	2,062,124	$10,908,635
KKR	KKR & Co. Inc.	+82,271	309,041	$28,586,292
AEBI	Aebi Schmidt Holding AG	+33,679	1,895,202	$18,402,411
EOSE	Eos Energy Enterprises, Inc.	+23,403	38,724	$192,071
ADBE	Adobe Inc.	+22,934	53,130	$12,914,840
CHWY	Chewy, Inc.	+21,657	493,238	$13,317,426
TMO	Thermo Fisher Scientific Inc.	+17,486	19,086	$9,381,341
MSFT	Microsoft Corp	+14,474	83,482	$30,902,531
AAPL	Apple Inc.	+4,277	100,958	$25,622,130
PGR	Progressive Corp/Oh/	+3,149	88,114	$17,467,719
DIS	Walt Disney Co	+2,980	126,714	$12,212,695
HRMY	Harmony Biosciences Holdings, Inc.	+2,794	78,255	$2,191,922
AMZN	Amazon Com Inc	+2,567	99,746	$20,774,099
GOOGL	Alphabet Inc.	+2,479	162,531	$46,737,414
SITE	SiteOne Landscape Supply, Inc.	+1,900	100,081	$13,321,781
DKS	Dick's Sporting Goods, Inc.	+1,736	124,036	$24,595,098
ABBV	AbbVie Inc.	+1,654	130,138	$28,303,713
ABT	Abbott Laboratories	+1,626	123,801	$12,710,648
V	Visa Inc.	+1,247	10,346	$3,126,975
UBER	Uber Technologies, Inc	+1,211	8,146	$585,941
LULU	lululemon athletica inc.	+841	75,679	$11,586,454
PEP	Pepsico Inc	+738	21,299	$3,307,521
RTX	RTX Corp	+735	6,563	$1,266,002
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
AVTR	Avantor, Inc.	−1,712,072	37,497	$293,976
KVUE	Kenvue Inc.	−921,774	14,317	$246,825
VRT	Vertiv Holdings Co	−245,056	401,492	$100,605,865
BCO	Brinks Co	−103,808	4,124	$427,370
CSWC	Capital Southwest Corp	−22,993	21,937	$485,246
ULTA	Ulta Beauty, Inc.	−18,616	87,240	$45,601,220
BMY	Bristol Myers Squibb Co	−10,000	5,390	$326,903
GPGI	GPGI, Inc.	−6,751	1,588,722	$27,167,146
MCK	Mckesson Corp	−6,372	41,632	$36,026,667
NVDA	Nvidia Corp	−2,161	6,333	$1,104,475
JPM	Jpmorgan Chase & Co	−832	60,161	$17,696,959
MRK	Merck & Co., Inc.	−790	12,118	$1,457,674
GLD	Spdr Gold Trust	−275	3,266	$1,405,327
CSCO	Cisco Systems, Inc.	−156	8,603	$667,506
HWC	Hancock Whitney Corp	−125	4,208	$267,586
QQQ	Invesco Qqq Trust, Series 1	−115	9,112	$5,259,264
JNJ	Johnson & Johnson	−24	13,820	$3,378,160
CBOE	Cboe Global Markets, Inc.	−10	8,405	$2,362,393
SPY	Spdr S&P 500 ETF Trust	−6	1,483	$964,454
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	89,592	$8,614,270
PEG	Public Service Enterprise Group Inc	3,740	$302,753
CTRA	Coterra Energy Inc.	7,370	$258,981
COST	Costco Wholesale Corp /New	218	$217,221
CRWD	CrowdStrike Holdings, Inc.	553	$215,896
GILD	Gilead Sciences, Inc.	1,523	$212,260
EPD	Enterprise Products Partners L.P.	5,446	$206,076
CNTN	Canton Strategic Holdings, Inc.	46,973	$153,601
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	43,333	$1,764,953
PCAR	Paccar Inc	4,173	$456,985
SLV	iShares Silver Trust	4,456	$287,055
IAU	Ishares Gold Trust	3,457	$280,604
COF	Capital One Financial Corp	976	$236,543
FBTC	Fidelity Wise Origin Bitcoin Fund	3,043	$231,967
CME	Cme Group Inc.	847	$231,298
DEO	Diageo PLC	2,555	$220,419
AIG	American International Group, Inc.	2,500	$213,875
MOH	Molina Healthcare, Inc.	1,205	$209,115
ZBRA	Zebra Technologies Corp	850	$206,397
BABA	Alibaba Group Holding Ltd	1,386	$203,159
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $844,747,191 total · filing declares 136 positions · $1,066,544,723 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VRT	Vertiv Holdings Co Industrials	Reduced	401,492	-245,056	$100,605,865	−4.0%	11.91%
GOOGL	Alphabet Inc. Communication Services	Added	162,531	+2,479	$46,737,414	−6.7%	5.53%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	87,240	-18,616	$45,601,220	−28.8%	5.40%
MCK	Mckesson Corp Healthcare	Reduced	41,632	-6,372	$36,026,667	−8.5%	4.26%
CRM	Salesforce, Inc. Technology	Added	191,833	+122,290	$35,809,466	+94.4%	4.24%
ICLR	Icon PLC Healthcare	Added	280,992	+125,349	$31,094,574	+9.6%	3.68%
MSFT	Microsoft Corp Technology	Added	83,482	+14,474	$30,902,531	−7.4%	3.66%
KKR	KKR & Co. Inc. Financial Services	Added	309,041	+82,271	$28,586,292	−1.1%	3.38%
ABBV	AbbVie Inc. Healthcare	Added	130,138	+1,654	$28,303,713	−3.6%	3.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	58,040	+244	$27,812,768	−4.3%	3.29%
GPGI	GPGI, Inc. Industrials	Reduced	1,588,722	-6,751	$27,167,146	−11.7%	3.22%
AAPL	Apple Inc. Technology	Added	100,958	+4,277	$25,622,130	−2.5%	3.03%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	124,036	+1,736	$24,595,098	+1.6%	2.91%
META	Meta Platforms, Inc. Communication Services	Added	41,072	+656	$23,498,523	−11.9%	2.78%
HSIC	Henry Schein Inc Healthcare	Added	288,558	+715	$21,266,724	−2.2%	2.52%
CSW	Csw Industrials, Inc. Industrials	Added	80,167	+307	$20,889,916	−10.9%	2.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	99,746	+2,567	$20,774,099	−7.4%	2.46%
PNR	PENTAIR plc Industrials	Added	236,413	+626	$20,593,936	−16.1%	2.44%
RHLD	Resolute Holdings Management, Inc. Industrials	Added	122,682	+165	$19,911,288	−21.3%	2.36%
AEBI	Aebi Schmidt Holding AG Industrials	Added	1,895,202	+33,679	$18,402,411	−21.9%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	60,161	-832	$17,696,959	−10.0%	2.09%
PGR	Progressive Corp/Oh/ Financial Services	Added	88,114	+3,149	$17,467,719	−9.7%	2.07%
SITE	SiteOne Landscape Supply, Inc. Industrials	Added	100,081	+1,900	$13,321,781	+8.9%	1.58%
CHWY	Chewy, Inc. Consumer Cyclical	Added	493,238	+21,657	$13,317,426	−14.6%	1.58%
ADBE	Adobe Inc. Technology	Added	53,130	+22,934	$12,914,840	+22.2%	1.53%
ABT	Abbott Laboratories Healthcare	Added	123,801	+1,626	$12,710,648	−17.0%	1.50%
DIS	Walt Disney Co Communication Services	Added	126,714	+2,980	$12,212,695	−13.2%	1.45%
LULU	lululemon athletica inc. Consumer Cyclical	Added	75,679	+841	$11,586,454	−25.5%	1.37%
PTLO	Portillo's Inc. Consumer Cyclical	Added	2,062,124	+98,374	$10,908,635	+22.4%	1.29%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	19,086	+17,486	$9,381,341	+911.9%	1.11%
NFLX	Netflix Inc Communication Services	NEW	89,592	NEW	$8,614,270	NEW	1.02%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	51,564	+182	$7,447,904	+1.1%	0.88%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,112	-115	$5,259,264	−7.2%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	13,820	-24	$3,378,160	+17.9%	0.40%
PLTR	Palantir Technologies Inc. Technology	Added	22,854	+733	$3,343,083	−15.0%	0.40%
PEP	Pepsico Inc Consumer Defensive	Added	21,299	+738	$3,307,521	+12.1%	0.39%
V	Visa Inc. Financial Services	Added	10,346	+1,247	$3,126,975	−2.0%	0.37%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	8,405	-10	$2,362,393	+11.8%	0.28%
HRMY	Harmony Biosciences Holdings, Inc. Healthcare	Added	78,255	+2,794	$2,191,922	−22.4%	0.26%
MA	Mastercard Inc Financial Services	Added	3,978	+72	$1,987,647	−10.9%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,942	+108	$1,954,264	−2.7%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,947	0	$1,467,297	−17.3%	0.17%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,118	-790	$1,457,674	+7.3%	0.17%
GLD	Spdr Gold Trust	Reduced	3,266	-275	$1,405,327	+0.1%	0.17%
ORCL	Oracle Corp Technology	Added	9,344	+465	$1,374,595	−20.6%	0.16%
ATR	Aptargroup, Inc. Healthcare	Held	10,521	0	$1,325,856	+3.3%	0.16%
RTX	RTX Corp Industrials	Added	6,563	+735	$1,266,002	+18.4%	0.15%
CEG	Constellation Energy Corp Utilities	Held	4,277	0	$1,194,352	−21.0%	0.14%
UNH	Unitedhealth Group Inc Healthcare	Added	4,384	+220	$1,186,266	−13.7%	0.14%
GS	Goldman Sachs Group Inc Financial Services	Held	1,345	0	$1,137,856	−3.8%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.