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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Zuckerman Investment Group, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001423296-26-000002

Total Value
$1.12B
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1VERTIV HOLDINGS COVRT646,548$104.7M9.35%
2ULTA BEAUTY INCULTA105,856$64.0M5.72%
3ALPHABET INCGOOG160,052$50.1M4.47%
4MCKESSON CORPMCK48,004$39.4M3.52%
5MICROSOFT CORPMSFT69,008$33.4M2.98%
6COMPOSECURE INC20459V1051,595,473$30.8M2.75%
7ABBVIE INCABBV128,484$29.4M2.62%
8BERKSHIRE HATHAWAY INC DELBRK-A57,796$29.1M2.59%
9KKR & CO INCKKRT226,770$28.9M2.58%
10ICON PLCICLR155,643$28.4M2.53%
11VANGUARD INTL EQUITY INDEX F922042858517,645$27.8M2.48%
12META PLATFORMS INCMETA40,416$26.7M2.38%
13APPLE INCAAPL96,681$26.3M2.35%
14VANGUARD TAX-MANAGED FDS921943858415,225$25.9M2.32%
15RESOLUTE HLDGS MGMT INC76134H101122,517$25.3M2.26%
16PENTAIR PLCPNR235,787$24.6M2.19%
17DICKS SPORTING GOODS INC253393102122,300$24.2M2.16%
18AEBI SCHMIDT HLDG AGh005011081,861,523$23.5M2.10%
19CSW INDUSTRIALS INCCSW79,860$23.4M2.09%
20AMAZON COM INCAMZN97,179$22.4M2.00%
21HENRY SCHEIN INCHSIC287,843$21.8M1.94%
22AVANTOR INCAVTR1,749,569$20.1M1.79%
23JPMORGAN CHASE & CO.VYLD60,993$19.7M1.75%
24PROGRESSIVE CORP74331510384,965$19.3M1.73%
25SALESFORCE INCCRM69,543$18.4M1.64%
26VANGUARD INDEX FDS92290836328,783$18.1M1.61%
27KENVUE INCKVUE936,091$16.1M1.44%
28BERKSHIRE HATHAWAY INC DELBRK-A21$15.9M1.42%
29CHEWY INCCHWY471,581$15.6M1.39%
30LULULEMON ATHLETICA INCLULU74,838$15.6M1.39%
31ABBOTT LABSABLZF122,175$15.3M1.37%
32VANGUARD WORLD FD92204A306117,426$14.8M1.32%
33DISNEY WALT CO254687106123,734$14.1M1.26%
34VANECK ETF TRUST92189H60746,549$13.3M1.18%
35BRINKS COBCO107,932$12.6M1.12%
36VANGUARD INDEX FDS92290862942,617$12.4M1.10%
37SITEONE LANDSCAPE SUPPLY INCSITE98,181$12.2M1.09%
38ADOBE INCADBE30,196$10.6M0.94%
39VANGUARD SCOTTSDALE FDS92206C664103,332$10.3M0.92%
40ISHARES TR46428761420,006$9.5M0.85%
41SELECT SECTOR SPDR TR81369Y605169,663$9.3M0.83%
42PORTILLOS INC73642K1061,963,750$8.9M0.80%
43ISHARES TR46428766383,056$8.5M0.76%
44PROCTER AND GAMBLE CO74271810951,382$7.4M0.66%
45INVESCO QQQ TRIVZ9,227$5.7M0.51%
46PALANTIR TECHNOLOGIES INCPLTR22,121$3.9M0.35%
47BLOCK INCBSQKZ4,086,000$3.8M0.33%
48VISA INCV9,099$3.2M0.28%
49ISHARES INC46434G10345,255$3.0M0.27%
50PEPSICO INCPEP20,561$3.0M0.26%
51JOHNSON & JOHNSONJNJ13,844$2.9M0.26%
52HARMONY BIOSCIENCES HLDGS INHRMY75,461$2.8M0.25%
53ALPHABET INCGOOG7,874$2.5M0.22%
54MASTERCARD INCORPORATEDMA3,906$2.2M0.20%
55SELECT SECTOR SPDR TR81369Y88650,850$2.2M0.19%
56SELECT SECTOR SPDR TR81369Y10046,726$2.1M0.19%
57CBOE GLOBAL MKTS INC12503M1088,415$2.1M0.19%
58HOME DEPOT INCHD5,834$2.0M0.18%
59TESLA INCTSLA3,947$1.8M0.16%
60VERIZON COMMUNICATIONS INCVZ43,333$1.8M0.16%
61ORACLE CORPORCL-PD8,879$1.7M0.15%
62NVIDIA CORPORATIONNVDA8,494$1.6M0.14%
63CONSTELLATION ENERGY CORPCEG4,277$1.5M0.13%
64SELECT SECTOR SPDR TR81369Y86035,965$1.5M0.13%
65SPDR GOLD TRGLD3,541$1.4M0.13%
66UNITEDHEALTH GROUP INCUNH4,164$1.4M0.12%
67MERCK & CO INCMRK12,908$1.4M0.12%
68VANGUARD WHITEHALL FDS9219464069,256$1.3M0.12%
69APTARGROUP INCATR10,521$1.3M0.11%
70GOLDMAN SACHS GROUP INCGSCE1,345$1.2M0.11%
71RTX CORPORATIONRTX5,828$1.1M0.10%
72BROADCOM INCAVGO3,015$1.0M0.09%
73SPDR S&P 500 ETF TRSPY1,489$1.0M0.09%
74ELI LILLY & COLLY942$1.0M0.09%
75BANK AMERICA CORP06050510418,229$1.0M0.09%
76CAPITAL SOUTHWEST CORPCSWC44,930$995,1900.09%
77TAIWAN SEMICONDUCTOR MFG LTD8740391003,110$945,0980.08%
78ARK ETF TR00214Q10412,250$942,2700.08%
79WELLS FARGO CO NEW9497461019,968$929,0180.08%
80THERMO FISHER SCIENTIFIC INCTMO1,600$927,1200.08%
81ARCHER AVIATION INCACHR-WT112,216$843,8640.08%
82BRISTOL-MYERS SQUIBB COCELG-RI15,390$830,1370.07%
83ISHARES TR46434v40718,905$810,4640.07%
84ISHARES TR46435u47317,153$808,4140.07%
85VANGUARD SCOTTSDALE FDS92206c40910,050$801,3160.07%
86ISHARES TR4642872001,166$798,6400.07%
87VANGUARD BD INDEX FDS92193781910,125$788,5560.07%
88BARON ETF TR06829D50330,683$770,7140.07%
89THE TRADE DESK INC88339J10520,008$759,5040.07%
90CISCO SYS INCCSCO8,759$674,7060.06%
91EATON CORP PLCETN2,001$637,3390.06%
92NEWMARK GROUP INCNMRK36,250$628,5750.06%
93JACOBS SOLUTIONS INCJ4,730$626,5360.06%
94BAKER HUGHES COMPANYBKR12,692$577,9940.05%
953M COMMM3,600$576,3600.05%
96UBER TECHNOLOGIES INCUBER6,935$566,6590.05%
97DEERE & CODE1,060$493,5040.04%
98STARBUCKS CORPSBUX5,724$482,0120.04%
99EXXON MOBIL CORPXOM3,994$480,6380.04%
100PACCAR INCPCAR4,173$456,9850.04%
101BLACKSTONE INCBX2,956$455,6380.04%
102TYLER TECHNOLOGIES INCTYL1,001$454,4040.04%
103ASML HOLDING N VASMLF404$432,2230.04%
104LANDBRIDGE COMPANY LLCLB8,700$426,2130.04%
105FORTINET INCFTNT5,000$397,0500.04%
106ISHARES TR4642875074,735$312,5100.03%
107ISHARES TR4642873092,485$306,3010.03%
108ISHARES TR4642876551,243$305,9770.03%
109NOVO-NORDISK A SNONOF5,952$302,8380.03%
110COCA COLA COKO4,163$291,0350.03%
111ISHARES SILVER TRSLV4,456$287,0560.03%
112COREWEAVE INCCRWV4,000$286,4400.03%
113ISHARES GOLD TRIAU3,457$280,6050.03%
114RUSH STREET INTERACTIVE INCRSI14,250$276,8770.02%
115HP INCHPQ12,400$276,2720.02%
116HANCOCK WHITNEY CORPORATIONHWCPZ4,333$275,9250.02%
117SPROTT INCSII2,707$265,0690.02%
118DANAHER CORPORATION2358511021,100$251,8120.02%
119NUTRIEN LTDNTR3,940$243,1770.02%
120CARDINAL INFRASTRUCTURE GROUCDNL10,000$241,8000.02%
121CAPITAL ONE FINL CORP14040H105976$236,5430.02%
122MARATHON PETE CORPMARA1,434$233,2110.02%
123FIDELITY WISE ORIGIN BITCOINFBTC3,043$231,9680.02%
124CME GROUP INCCME847$231,2990.02%
125ISHARES BITCOIN TRUST ETFIBIT4,652$230,9720.02%
126SLB LIMITEDSLB5,982$229,5890.02%
127ISHARES TR4642881822,457$228,7960.02%
128DIAGEO PLCDGEAF2,555$220,4200.02%
129AMERICAN INTL GROUP INC0268747842,500$213,8750.02%
130MOLINA HEALTHCARE INCMOH1,205$209,1160.02%
131ZEBRA TECHNOLOGIES CORPORATIZBRA850$206,3970.02%
132SPDR SERIES TRUST78464A8701,691$206,1840.02%
133ALIBABA GROUP HLDG LTDBBAAY1,386$203,1600.02%
134INTEL CORPINTC5,496$202,8020.02%
135RAYONIER ADVANCED MATLS INCRYN34,154$201,1670.02%
136EMPIRE ST RLTY TR INC29210410630,000$195,6000.02%
137EOS ENERGY ENTERPRISES INCEOSE15,321$175,5790.02%