1y return+15.0%S&P 500 +20.9%
3y return+71.1%S&P 500 +68.5%
5y return+77.3%S&P 500 +74.5%
10y return+243.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $344 against $357 in the S&P 500.2
Zuckerman Investment Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VRTVertiv Holdings Co | $111.3M | 9.5% | −17.2% |
| GOOGLAlphabet Inc | $58.0M | 4.9% | |
| Icon Pub Ltd CoCUSIP G4705A100 | $51.1M | 4.3% | +4.8% |
| ULTAUlta Beauty Inc | $44.2M | 3.8% | +12.4% |
| KKRKkr & Co Inc | $35.7M | 3.0% | +26.0% |
| MSFTMicrosoft Corp | $35.7M | 3.0% | +14.6% |
| MCKMckesson Corp | $33.2M | 2.8% | +5.7% |
| AAPLApple Inc | $32.7M | 2.8% | +12.0% |
| ABBVAbbvie Inc | $32.7M | 2.8% | |
| VWOVanguard Intl Equity Index F | $31.9M | 2.7% | |
| CRMSalesforce Inc | $31.0M | 2.6% | +3.1% |
| VEAVanguard Tax-managed Fds | $30.4M | 2.6% | |
| GPGIGpgi Inc | $30.3M | 2.6% | +20.5% |
| BRK/BBerkshire Hathaway Inc Del | $29.5M | 2.5% | +1.5% |
| DKSDicks Sporting Goods Inc | $28.3M | 2.4% | |
| AMZNAmazon Com Inc | $24.1M | 2.0% | +1.3% |
| HSICSchein Henry Inc | $24.1M | 2.0% | |
| Aebi Schmidt Hldg AgCUSIP H00501108 | $23.6M | 2.0% | |
| CHWYChewy Inc | $23.1M | 2.0% | +138.4% |
| METAMeta Platforms Inc | $22.9M | 1.9% | |
| CSWCsw Industrials Inc | $22.5M | 1.9% | |
| VOOVanguard Index Fds | $20.9M | 1.8% | +1.6% |
| BRK/ABerkshire Hathaway Inc Del | $20.2M | 1.7% | +28.6% |
| JPMJpmorgan Chase & Co | $19.6M | 1.7% | |
| PGRProgressive Corp | $19.5M | 1.7% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | December 31, 2020 | +1693.4% | $111.3M |
| DKSDicks Sporting Goods Inc | June 30, 2020 | +449.7% | $28.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $58.0M |
| RHLDResolute Hldgs Mgmt Inc | March 31, 2025 | +361.2% | $17.7M |
| MCKMckesson Corp | December 31, 2020 | +334.4% | $33.2M |
| CSWCsw Industrials Inc | June 30, 2020 | +302.7% | $22.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $19.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $32.7M |
| OIHVaneck Etf Trust | June 30, 2020 | +205.3% | $17.2M |
| VDEVanguard World Fd | June 30, 2020 | +198.5% | $17.5M |
Sold off last quarter
- BCOBrinks Co was $427K
- CTRACoterra Energy Inc was $259K
- KVUEKenvue Inc was $247K
- GILDGilead Sciences Inc was $212K
- DHRDanaher Corp Del was $209K
- IBITIshares Bitcoin Trust Etf was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +3.7% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −6.7% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +9.2% | +5.4% |
| June 30, 2024 | −2.5% | +4.0% |
| March 31, 2024 | +17.2% | +10.0% |
| December 31, 2023 | +11.5% | +11.2% |
| September 30, 2023 | +1.7% | −3.6% |
| June 30, 2023 | +8.6% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +12.3% | +7.1% |
| September 30, 2022 | −3.5% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Zuckerman Investment Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1423296&type=13F-HR&dateb=&owner=include&count=40CIK 1423296
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1423296/000142329626000008/Filed August 14, 2026 · accession 0001423296-26-000008