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ZUCKERMAN INVESTMENT GROUP, LLC 13F portfolio summary

ZUCKERMAN INVESTMENT GROUP, LLC of ZUCKERMAN INVESTMENT GROUP, LLC has 139 current stock holdings with a reported portfolio value of $1.18B. The portfolio 1 year return is +14.81%. Top holdings include VRT (9.41%), GOOGL (4.90%), ICLR (4.33%), ULTA (3.74%), KKR (3.02%).

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ZUCKERMAN INVESTMENT GROUP, LLC

ZUCKERMAN INVESTMENT GROUP, LLC
Latest filing: 2026-06-30

ZUCKERMAN INVESTMENT GROUP, LLC runs ZUCKERMAN INVESTMENT GROUP, LLC and currently holds 139 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.18B. Their top holdings are VRT, GOOGL, ICLR, ULTA, KKR. The top five represent 25.4% of reported portfolio weight. ZUCKERMAN INVESTMENT GROUP, LLC ranks #547 out of 1000 investors tracked by Alpha Score. They added to 48 existing positions. They trimmed 32 positions. Their current best-performing preview position is INTC with returns of +216.41%.

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Top 5 Holdings
VRT9.4%
GOOGL4.9%
ICLR4.3%
ULTA3.7%
KKR3.0%
Top 5: 25.4%
Portfolio Returns
1 Year
+14.81%
#874/1000
3 Year
+69.36%
#514/1000
5 Year
+76.05%
#469/1000

Portfolio Value

$1.18B

Alpha Score

54.9

#547 of 1000

Holdings

139

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139 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VRT
VERTIV HOLDINGS CO
9.41%$17.61$262.00+1,387.79%
Trimmed
-17.20%
GOOGL
ALPHABET INC
4.90%$98.94$344.82+248.51%
Trimmed
-0.22%
ICLR
ICON PUB LTD CO
4.33%$155.34$172.23+10.87%
Added
+4.79%
ULTA
ULTA BEAUTY INC
3.74%$327.38$521.46+59.28%
Added
+12.36%
KKR
KKR & CO INC
3.02%$74.46$108.48+45.69%
Added
+25.99%
MSFT
MICROSOFT CORP
3.02%$181.93$483.24+165.62%
Added
+14.65%
MCK
MCKESSON CORP
2.81%$236.21$859.69+263.95%
Added
+5.67%
AAPL
APPLE INC
2.77%$128.03$309.35+141.62%
Added
+12.00%
ABBV
ABBVIE INC
2.76%$127.12$265.01+108.47%
Trimmed
-0.26%
VWO
VANGUARD INTL EQUITY INDEX F
2.69%$43.34$60.45+39.48%
Trimmed
-0.07%

Showing 1-10 of 139