Zuckerman Investment Group, LLC

CIK

1423296

Location

CHICAGO, IL

Portfolio Value

Small $843,907,647

Diversification

Diversified

Filing Date

Global Rank

#1,936 / 8,603 ▼ 51 · as of Mar 2026

Top Industry

Electrical Equipment & Parts 12.1%

3Y Alpha vs SPY

+3.9%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+92.1%

SPY

+76.5%

Annualised alpha

+3.5%

Max drawdown

−22.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.9%

+0.7 pts

Top 5

31.4%

+0.0 pts

Top 10

48.8%

+1.7 pts

HHI

398

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%	$116,438,296	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	0.3%	$2,519,842	6
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
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
CRWD	CrowdStrike Holdings, Inc.	553	$53,974
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

102 positions · $843,907,647 total · 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 102 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%	11.92%
GOOGL	Alphabet Inc. Communication Services	Added	162,531	+2,479	$46,737,414	−6.7%	5.54%
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%	4.27%
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%	3.39%
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%	3.30%
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%	3.04%
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%	2.48%
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%	2.10%
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%	1.51%
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%