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CIK: 0001423296
Total reported value
$1.2B
$1.2B
143 檔
22.4%
At the close of Q1 2026, Zuckerman Investment Group, LLC disclosed equity holdings valued at approximately $1.2B, spread across 143 reported holdings.
In Q1 2026, Zuckerman Investment Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 9.43% | -0.02% | -37.90% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.38% | +0.52% | +1.55% | |
| 3 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 4.28% | -0.54% | -17.59% | |
| 4 | MCK | Mckesson CORP | Stock-Healthcare | 3.38% | -0.57% | -13.27% | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 3.36% | -0.74% | +175.85% | |
| 6 | ICLR | ICON Public Limited Company | Stock-Healthcare | 2.92% | +1.41% | +80.54% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | +0.12% | +20.97% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.71% | -0.02% | +3.15% | |
| 9 | KKR | Kkr & Co Inc | Stock-Financials | 2.68% | +0.34% | +36.28% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.65% | +0.11% | +1.29% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.61% | -0.12% | +0.42% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.57% | — | +2.85% | |
| 13 | GPGI | Gpgi Inc | Stock-Other | 2.55% | +0.02% | -0.42% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.37% | +4.42% | |
| 15 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 2.31% | +0.08% | +1.42% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | -0.26% | +1.62% | |
| 17 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.99% | +0.04% | +0.25% | |
| 18 | CSW | Csw Industrials Inc | Stock-Industrials | 1.96% | -0.06% | +0.38% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.09% | +2.64% | |
| 20 | PNR | Pentair plc | Stock-Industrials | 1.93% | -0.40% | +0.27% | |
| 21 | VDE | Vanguard Energy ETF | ETF-Other | 1.90% | -0.42% | -0.19% | |
| 22 | RHLD | Resolute Holdings Manag | Stock-Other | 1.87% | -0.37% | +0.13% | |
| 23 | OIH | Vaneck Oil Services ETF | ETF-Other | 1.77% | -0.32% | +0.20% | |
| 24 | ✓ | Aebi Schmidt Hldg AG | Stock-Other | 1.73% | +0.26% | — | |
| 25 | ✓ | Stock-Other | 1.73% | — | +1.81% | ||
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.09% | +4.06% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | — | -1.36% | |
| 28 | PGR | Progressive CORP | Stock-Financials | 1.64% | +0.01% | +3.71% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.55% | -0.32% | — | |
| 30 | ✓ | Stock-Other | 1.55% | — | — | ||
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.41% | +0.30% | — | |
| 32 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 1.25% | -0.28% | +1.94% | |
| 33 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.25% | +0.70% | — | |
| 34 | ✓ | Stock-Other | 1.25% | — | +4.59% | ||
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | +0.02% | +6.28% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 1.21% | -0.64% | +75.95% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.25% | +1.33% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | -0.13% | +2.41% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.09% | +0.12% | +1.12% | |
| 40 | PTLO | Portillo's Inc-cl A | Stock-Other | 1.02% | -0.20% | +5.01% | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.98% | +0.09% | +0.70% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.04% | +1092.88% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.07% | +8.70% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.85% | -0.05% | +6.60% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | -0.26% | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.78% | -0.02% | -0.32% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.06% | +0.35% | |
| 48 | XYZ 0.25 11-01-27Bond | Block Inc | Bond | 0.56% | -0.05% | +56.80% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.10% | -1.25% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.03% | -0.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +1.7% | +175.85% | Add |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.8% | +1092.88% | Add |
| 3 | OIH | Vaneck Oil Services ETF | +0.6% | +0.20% | Add |
| 4 | VDE | Vanguard Energy ETF | +0.6% | -0.19% | Trim |
| 5 | ICLR | ICON Public Limited Company | +0.4% | +80.54% | Add |
| 6 | ADBE | Adobe Inc | +0.3% | +75.95% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +2.85% | Add |
| 8 | XYZ 0.25 11-01-27Bond | Block Inc | +0.2% | +56.80% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +3.15% | Add |
| 10 | PTLO | Portillo's Inc-cl A | +0.2% | +5.01% | Add |
| 11 | SITE | Siteone Landscape Supply Inc | +0.2% | +1.94% | Add |
| 12 | DKS | Dick's Sporting Goods Inc | +0.2% | +1.42% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +6.28% | Add |
| 14 | KKR | Kkr & Co Inc | +0.1% | +36.28% | Add |
| 15 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +6.60% | Add |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | -37.90% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.06% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.17% | Trim |
| 19 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +0.70% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +4.42% | Add |
| 21 | HSIC | Henry Schein Inc | +0.1% | +0.25% | Add |
| 22 | PEP | Pepsico Inc | +0.1% | +3.59% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | +0.35% | Add |
| 24 | ABBV | Abbvie Inc | 0% | +1.29% | Add |
| 25 | CBOE | Cboe Global Markets Inc | 0% | -0.12% | Trim |
| 26 | XLB | Ss Materials Select Sector | 0% | -0.25% | Trim |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +1.17% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | -0.24% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.42% | Add |
| 30 | RTX | Rtx CORP | 0% | +12.61% | Add |
| 31 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 32 | BKR | Baker Hughes Co | 0% | — | Unchanged |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | +8.70% | Add |
| 34 | RYAM | Rayonier Advanced Materials | 0% | — | Unchanged |
| 35 | LB | Landbridge Co Llc-a | 0% | — | Unchanged |
| 36 | CDNL | Cardinal Infrastructure Gr-a | 0% | — | Unchanged |
| 37 | SII | Sprott Inc | 0% | — | Unchanged |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 39 | DE | Deere & Co | 0% | — | Unchanged |
| 40 | MRK | Merck & Co. Inc. | 0% | -6.12% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | 0% | +11.25% | Add |
| 42 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 43 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 44 | SLB | Slb LTD | 0% | +7.04% | Add |
| 45 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 46 | V | Visa Inc-class A Shares | 0% | +13.70% | Add |
| 47 | NTR | Nutrien LTD | 0% | — | Unchanged |
| 48 | XLRE | Ss Real Estate Select Sector | 0% | +2.07% | Add |
| 49 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.11% | Add |
| 50 | ATR | Aptargroup Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Zuckerman Investment Group, LLC reported a total U.S. public equity portfolio value of $1.2B across 143 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VRT, GOOGL, ULTA) accounted for 22.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
市值: $16.5M
Top Position Liquidated / Trimmed
VZ
前期市值: $1.8M
During Q1 2026, Zuckerman Investment Group, LLC's top holdings by market value included VRT (9.4%)、GOOGL (4.4%)、ULTA (4.3%). The largest single position, VRT, represented 9.4% of total portfolio value.
In Q1 2026, Zuckerman Investment Group, LLC made 104 total portfolio adjustments, initiating 10 new buys, adding to 55 positions, trimming 27 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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