Institutional Fund
Zuckerman Investment Group, LLC
Chicago, ILCIK 14232965 filings on record
Portfolio Value
$1.06B
Q1 2026
Holdings
134
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-5.0%
from $1.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vertiv Holdings Co9.5%
- Alphabet Inc4.4%
- Ulta Beauty Inc4.3%
- Mckesson Corp3.4%
- Salesforce Inc3.4%
- Icon PLC2.9%
- Other72.1%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vertiv Holdings Co | 401.5K | $100.61M | 9.5% | −245.1K | Reduced |
| 2 | Alphabet Inc | 162.5K | $46.74M | 4.4% | +2.5K | Added |
| 3 | Ulta Beauty Inc | 87.2K | $45.60M | 4.3% | −18.6K | Reduced |
| 4 | Mckesson Corp | 41.6K | $36.03M | 3.4% | −6.4K | Reduced |
| 5 | Salesforce Inc | 191.8K | $35.81M | 3.4% | +122.3K | Added |
| 6 | Icon PLC | 281.0K | $31.09M | 2.9% | +125.3K | Added |
| 7 | Microsoft Corp | 83.5K | $30.90M | 2.9% | +14.5K | Added |
| 8 | Vanguard Intl Equity Index F | 534.0K | $28.86M | 2.7% | +16.3K | Added |
| 9 | Kkr & Co Inc | 309.0K | $28.59M | 2.7% | +82.3K | Added |
| 10 | Abbvie Inc | 130.1K | $28.30M | 2.7% | +1.7K | Added |
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