Zuckerman Investment Group, LLC

CIK 0001423296 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: Zuckerman Investment Group, LLC, Chief Executive Officer
Address: 155 NORTH WACKER DRIVE, SUITE 1700, CHICAGO, IL, 60606
Phone: (312) 948-8000
AUM: $1.12B

AUM over time

$1.18B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $1.12B137 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$576K	0.1%Prev: 51.7%	3,600 SH	Increased
ABBOTT LABS	COM	$15.3M	1.4%Prev: 971.1%	122,175 SH	Increased+43,856 SH
ABBVIE INC	COM	$29.4M	2.6%Prev: 1808.6%	128,484 SH	Increased+44,104 SH
ADOBE INC	COM	$10.6M	0.9%Prev: 992.0%	30,196 SH	Decreased-181 SH
AEBI SCHMIDT HLDG AG	COM	$23.5M	2.1%Prev: 2231.2%	1,861,523 SH	Decreased-71,264 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$203K	0.0%Prev: 24.3%	1,386 SH	Decreased-80 SH
ALPHABET INC	CAP STK CL A	$50.1M	4.5%Prev: 3678.4%	160,052 SH	Increased-3,402 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.2%Prev: 218.1%	7,874 SH	Increased-1,800 SH
AMAZON COM INC	COM	$22.4M	2.0%Prev: 1884.1%	97,179 SH	Increased+4,484 SH
AMERICAN INTL GROUP INC	COM NEW	$214K	0.0%	2,500 SH	New
APPLE INC	COM	$26.3M	2.3%Prev: 2313.4%	96,681 SH	Increased-1,463 SH
APTARGROUP INC	COM	$1.3M	0.1%Prev: 130.2%	10,521 SH	Decreased
ARCHER AVIATION INC	COM CL A	$844K	0.1%	112,216 SH	New
ARK ETF TR	INNOVATION ETF	$942K	0.1%Prev: 97.9%	12,250 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$432K	0.0%	404 SH	New
AVANTOR INC	COM	$20.1M	1.8%Prev: 1991.2%	1,749,569 SH	Decreased+26,047 SH
BAKER HUGHES COMPANY	CL A	$578K	0.1%Prev: 59.3%	12,692 SH	Decreased-455 SH
BANK AMERICA CORP	COM	$1.0M	0.1%Prev: 144.4%	18,229 SH	Decreased-12,000 SH
BARON ETF TR	TECHNOLOGY ETF	$771K	0.1%	30,683 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$15.9M	1.4%Prev: 1466.2%	21 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$29.1M	2.6%Prev: 2738.0%	57,796 SH	Decreased-1,035 SH
BLACKSTONE INC	COM	$456K	0.0%Prev: 46.8%	2,956 SH	Decreased
BLOCK INC	NOTE 0.250%11/0	$3.8M	0.3%	4,086,000 PRN	New
BRINKS CO	COM	$12.6M	1.1%Prev: 1151.3%	107,932 SH	Increased+1,505 SH
BRISTOL-MYERS SQUIBB CO	COM	$830K	0.1%Prev: 177.6%	15,390 SH	Decreased-27,160 SH
BROADCOM INC	COM	$1.0M	0.1%Prev: 67.8%	3,015 SH	Increased+795 SH
CAPITAL ONE FINL CORP	COM	$237K	0.0%	976 SH	New
CAPITAL SOUTHWEST CORP	COM	$995K	0.1%Prev: 840.7%	44,930 SH	Decreased-370,506 SH
CARDINAL INFRASTRUCTURE GROU	CL A	$242K	0.0%	10,000 SH	New
CBOE GLOBAL MKTS INC	COM	$2.1M	0.2%Prev: 191.0%	8,415 SH	Increased
CHEWY INC	CL A	$15.6M	1.4%Prev: 1754.1%	471,581 SH	Decreased+3,128 SH
CISCO SYS INC	COM	$675K	0.1%Prev: 55.5%	8,759 SH	Increased
CME GROUP INC	COM	$231K	0.0%Prev: 21.2%	847 SH	Increased
COCA COLA CO	COM	$291K	0.0%Prev: 27.6%	4,163 SH	Decreased-335 SH
COMPOSECURE INC	COM CL A	$30.8M	2.7%Prev: 2994.4%	1,595,473 SH	Decreased+41,824 SH
CONSTELLATION ENERGY CORP	COM	$1.5M	0.1%Prev: 130.3%	4,277 SH	Increased
COREWEAVE INC	COM CL A	$286K	0.0%Prev: 50.7%	4,000 SH	Decreased
CSW INDUSTRIALS INC	COM	$23.4M	2.1%Prev: 1761.9%	79,860 SH	Increased+1,457 SH
DANAHER CORPORATION	COM	$252K	0.0%Prev: 20.2%	1,100 SH	Increased
DEERE & CO	COM	$494K	0.0%Prev: 39.6%	1,060 SH	Increased+125 SH
DIAGEO PLC	SPON ADR NEW	$220K	0.0%Prev: 22.6%	2,555 SH	Decreased
DICKS SPORTING GOODS INC	COM	$24.2M	2.2%Prev: 2488.6%	122,300 SH	Decreased+1,326 SH
DISNEY WALT CO	COM	$14.1M	1.3%Prev: 1224.6%	123,734 SH	Increased+8,199 SH
EATON CORP PLC	SHS	$637K	0.1%Prev: 69.3%	2,001 SH	Decreased
ELI LILLY & CO	COM	$1.0M	0.1%Prev: 66.5%	942 SH	Increased
EMPIRE ST RLTY TR INC	CL A	$196K	0.0%Prev: 21.3%	30,000 SH	Decreased
EOS ENERGY ENTERPRISES INC	COM CL A	$176K	0.0%Prev: 16.2%	15,321 SH	Increased
EXXON MOBIL CORP	COM	$481K	0.0%Prev: 41.7%	3,994 SH	Increased
FIDELITY WISE ORIGIN BITCOIN	SHS	$232K	0.0%	3,043 SH	New
FORTINET INC	COM	$397K	0.0%Prev: 38.9%	5,000 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.1%Prev: 115.7%	1,345 SH	Decreased-225 SH
HANCOCK WHITNEY CORPORATION	COM	$276K	0.0%Prev: 25.1%	4,333 SH	Increased
HARMONY BIOSCIENCES HLDGS IN	COM	$2.8M	0.3%Prev: 314.5%	75,461 SH	Decreased-47,794 SH
HENRY SCHEIN INC	COM	$21.8M	1.9%Prev: 1728.5%	287,843 SH	Increased+6,504 SH
HOME DEPOT INC	COM	$2.0M	0.2%Prev: 217.0%	5,834 SH	Decreased+48 SH
HP INC	COM	$276K	0.0%Prev: 31.3%	12,400 SH	Decreased
ICON PLC	SHS	$28.4M	2.5%Prev: 2458.3%	155,643 SH	Increased+3,897 SH
INTEL CORP	COM	$203K	0.0%	5,496 SH	New
INVESCO QQQ TR	UNIT SER 1	$5.7M	0.5%Prev: 529.7%	9,227 SH	Decreased-303 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$231K	0.0%Prev: 77.8%	4,652 SH	Decreased-8,279 SH
ISHARES GOLD TR	ISHARES NEW	$281K	0.0%Prev: 23.3%	3,457 SH	Increased
ISHARES INC	CORE MSCI EMKT	$3.0M	0.3%Prev: 271.9%	45,255 SH	Increased+698 SH
ISHARES SILVER TR	ISHARES	$287K	0.0%	4,456 SH	New
ISHARES TR	0-5YR HI YL CP	$810K	0.1%Prev: 76.8%	18,905 SH	Decreased-252 SH
ISHARES TR	BB RAT CORP BD	$808K	0.1%Prev: 73.8%	17,153 SH	Increased+298 SH
ISHARES TR	CORE S&P MCP ETF	$313K	0.0%Prev: 28.6%	4,735 SH	Increased
ISHARES TR	CORE S&P US VLU	$8.5M	0.8%Prev: 717.1%	83,056 SH	Increased+5,553 SH
ISHARES TR	CORE S&P500 ETF	$799K	0.1%Prev: 73.1%	1,166 SH	Increased-14 SH
ISHARES TR	MSCI AC ASIA ETF	$229K	0.0%Prev: 20.7%	2,457 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$9.5M	0.8%Prev: 836.3%	20,006 SH	Increased+719 SH
ISHARES TR	RUSSELL 2000 ETF	$306K	0.0%Prev: 28.3%	1,243 SH	Decreased-22 SH
ISHARES TR	S&P 500 GRWT ETF	$306K	0.0%Prev: 27.8%	2,485 SH	Increased
JACOBS SOLUTIONS INC	COM	$627K	0.1%Prev: 65.6%	4,730 SH	Decreased
JOHNSON & JOHNSON	COM	$2.9M	0.3%Prev: 238.7%	13,844 SH	Increased-65 SH
JPMORGAN CHASE & CO.	COM	$19.7M	1.8%Prev: 1736.9%	60,993 SH	Increased+1,510 SH
KENVUE INC	COM	$16.1M	1.4%Prev: 2073.8%	936,091 SH	Decreased-444,175 SH
KKR & CO INC	COM	$28.9M	2.6%Prev: 2634.0%	226,770 SH	Increased+7,812 SH
LANDBRIDGE COMPANY LLC	CL A	$426K	0.0%Prev: 43.0%	8,700 SH	Decreased
LULULEMON ATHLETICA INC	COM	$15.6M	1.4%Prev: 1201.5%	74,838 SH	Increased+1,890 SH
MARATHON PETE CORP	COM	$233K	0.0%Prev: 25.0%	1,434 SH	Decreased+34 SH
MASTERCARD INCORPORATED	CL A	$2.2M	0.2%Prev: 188.8%	3,906 SH	Increased+320 SH
MCKESSON CORP	COM	$39.4M	3.5%Prev: 3381.1%	48,004 SH	Increased+726 SH
MERCK & CO INC	COM	$1.4M	0.1%Prev: 184.7%	12,908 SH	Decreased-10,862 SH
META PLATFORMS INC	CL A	$26.7M	2.4%Prev: 2573.2%	40,416 SH	Decreased+2,565 SH
MICROSOFT CORP	COM	$33.4M	3.0%Prev: 3224.2%	69,008 SH	Decreased+1,763 SH
MOLINA HEALTHCARE INC	COM	$209K	0.0%Prev: 21.3%	1,205 SH	Decreased
NEWMARK GROUP INC	CL A	$629K	0.1%Prev: 62.6%	36,250 SH	Decreased
NOVO-NORDISK A S	ADR	$303K	0.0%Prev: 30.6%	5,952 SH	Decreased
NUTRIEN LTD	COM	$243K	0.0%Prev: 21.4%	3,940 SH	Increased
NVIDIA CORPORATION	COM	$1.6M	0.1%Prev: 150.8%	8,494 SH	Decreased-237 SH
ORACLE CORP	COM	$1.7M	0.2%Prev: 215.3%	8,879 SH	Decreased+608 SH
PACCAR INC	COM	$457K	0.0%Prev: 54.6%	4,173 SH	Decreased-1,827 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.9M	0.4%Prev: 672.5%	22,121 SH	Decreased-17,700 SH
PENTAIR PLC	SHS	$24.6M	2.2%Prev: 2373.7%	235,787 SH	Decreased+4,281 SH
PEPSICO INC	COM	$3.0M	0.3%Prev: 258.1%	20,561 SH	Increased+706 SH
PORTILLOS INC	COM CL A	$8.9M	0.8%Prev: 1104.1%	1,963,750 SH	Decreased+114,525 SH
PROCTER AND GAMBLE CO	COM	$7.4M	0.7%	51,382 SH	New
PROGRESSIVE CORP	COM	$19.3M	1.7%Prev: 1776.6%	84,965 SH	Increased+7,251 SH
RAYONIER ADVANCED MATLS INC	COM	$201K	0.0%	34,154 SH	New
RESOLUTE HLDGS MGMT INC	COM	$25.3M	2.3%Prev: 815.0%	122,517 SH	Increased+497 SH
RTX CORPORATION	COM	$1.1M	0.1%Prev: 90.3%	5,828 SH	Increased
RUSH STREET INTERACTIVE INC	COM	$277K	0.0%Prev: 27.0%	14,250 SH	Decreased
SALESFORCE INC	COM	$18.4M	1.6%Prev: 614.6%	69,543 SH	Increased+41,528 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$9.3M	0.8%	169,663 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.1M	0.2%	46,726 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$1.5M	0.1%	35,965 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.2M	0.2%	50,850 SH	New
SITEONE LANDSCAPE SUPPLY INC	COM	$12.2M	1.1%Prev: 1105.1%	98,181 SH	Increased+5,498 SH
SLB LIMITED	COM STK	$230K	0.0%	5,982 SH	New
SPDR GOLD TR	GOLD SHS	$1.4M	0.1%Prev: 20.7%	3,541 SH	Increased+2,912 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.1%Prev: 91.5%	1,489 SH	Increased+6 SH
SPDR SERIES TRUST	STATE STREET SPD	$206K	0.0%	1,691 SH	New
SPROTT INC	COM NEW	$265K	0.0%Prev: 20.8%	2,707 SH	Increased
STARBUCKS CORP	COM	$482K	0.0%Prev: 859.4%	5,724 SH	Decreased-104,014 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$945K	0.1%Prev: 55.6%	3,110 SH	Increased+960 SH
TESLA INC	COM	$1.8M	0.2%Prev: 175.0%	3,947 SH	Decreased-303 SH
THE TRADE DESK INC	COM CL A	$760K	0.1%Prev: 90.8%	20,008 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$927K	0.1%Prev: 71.8%	1,600 SH	Increased
TYLER TECHNOLOGIES INC	COM	$454K	0.0%Prev: 48.5%	1,001 SH	Decreased
UBER TECHNOLOGIES INC	COM	$567K	0.1%Prev: 62.9%	6,935 SH	Decreased
ULTA BEAUTY INC	COM	$64.0M	5.7%Prev: 5321.8%	105,856 SH	Increased+711 SH
UNITEDHEALTH GROUP INC	COM	$1.4M	0.1%Prev: 141.6%	4,164 SH	Decreased-267 SH
VANECK ETF TRUST	OIL SERVICES ETF	$13.3M	1.2%Prev: 1083.2%	46,549 SH	Increased+1,529 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$789K	0.1%Prev: 72.1%	10,125 SH	Increased+156 SH
VANGUARD INDEX FDS	MID CAP ETF	$12.4M	1.1%Prev: 1111.4%	42,617 SH	Increased+1,745 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.1M	1.6%Prev: 1592.5%	28,783 SH	Increased+692 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$27.8M	2.5%Prev: 2488.7%	517,645 SH	Increased+21,437 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$801K	0.1%Prev: 73.0%	10,050 SH	Increased+178 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$10.3M	0.9%Prev: 908.6%	103,332 SH	Increased+2,997 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$25.9M	2.3%Prev: 2186.7%	415,225 SH	Increased+20,999 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	0.1%Prev: 120.8%	9,256 SH	Increased
VANGUARD WORLD FD	ENERGY ETF	$14.8M	1.3%Prev: 1343.6%	117,426 SH	Increased+2,103 SH
VERIZON COMMUNICATIONS INC	COM	$1.8M	0.2%Prev: 190.4%	43,333 SH	Decreased-3,469 SH
VERTIV HOLDINGS CO	COM CL A	$104.7M	9.4%Prev: 9201.1%	646,548 SH	Increased-12,306 SH
VISA INC	COM CL A	$3.2M	0.3%Prev: 292.1%	9,099 SH	Increased-145 SH
WELLS FARGO CO NEW	COM	$929K	0.1%Prev: 77.3%	9,968 SH	Increased
ZEBRA TECHNOLOGIES CORPORATI	CL A	$206K	0.0%Prev: 23.4%	850 SH	Decreased

Sold (vs prior filing)

4D MOLECULAR THERAPEUTICS IN — $174K
ADVANCE AUTO PARTS INC — $670K
ADVANCED MICRO DEVICES INC — $1.6M
ADVISORSHARES TR — $164K
ALBERTSONS COS INC — $451K
AMESITE INC — $153K
ARES CAPITAL CORP — $1.4M
ARK ETF TR — $278K
BLOCK INC — $3.7M
BRAINSWAY LTD — $603K
C3 AI INC — $265K
CALAMOS GBL DYN INCOME FUND — $310K
COSTCO WHSL CORP NEW — $203K
CXAPP INC — $3K
DELL TECHNOLOGIES INC — $1.4M
DEVON ENERGY CORP NEW — $1.0M
DUOS TECHNOLOGIES GROUP INC — $132K
GOLDMAN SACHS BDC INC — $944K
GRAYSCALE ETHEREUM TRUST ETF — $548K
HEWLETT PACKARD ENTERPRISE C — $639K
… and 19 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001423296-26-000002	$1.12B	View
Nov 13, 2025	Q3 2025	13F-HR	0001423296-25-000015	$1.1M	View
Aug 14, 2026	Q2 2026