Portfolio (Quarterly) Guide ↗

Zuckerman Investment Group, LLC

· CIK 0001423296

13F Portfolio $1.1B AUM 137 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 12 New 50 Added 31 Reduced 33 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	ORCL	ORACLE CORP	Technology	8,879.0	$1.7M	0.15%	+608.0	+7.3%	$194.91	-1.5%
42	GLD	SPDR GOLD TR	Financial Services	3,541.0	$1.4M	0.12%	+3K	+463.0%	$396.31	+4.4%
43	AVGO	BROADCOM INC	Technology	3,015.0	$1.0M	0.09%	+795.0	+35.8%	$346.07	+19.7%
44	TSM	TAIWAN SEMICONDUCTOR MFG LTD	Technology	3,110.0	$945K	0.08%	+960.0	+44.6%	$303.89	+33.1%
45	HYBB	ISHARES TR	—	17,153.0	$808K	0.07%	+298.0	+1.8%	$47.13	-1.0%
46	VCSH	VANGUARD SCOTTSDALE FDS	—	10,050.0	$801K	0.07%	+178.0	+1.8%	$79.73	-1.1%
47	BIV	VANGUARD BD INDEX FDS	—	10,125.0	$789K	0.07%	+156.0	+1.6%	$77.88	-2.0%
48	DE	DEERE & CO	Industrials	1,060.0	$494K	0.04%	+125.0	+13.4%	$465.57	+13.7%
49	MPC	MARATHON PETE CORP	Energy	1,434.0	$233K	0.02%	+34.0	+2.4%	$162.63	+56.6%
50	SLB	SLB LIMITED	Energy	5,982.0	$230K	0.02%	+110.0	+1.9%	$38.38	+49.2%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Industrials 25.1%

Healthcare 19.5%

Consumer Cyclical 18.1%

Technology 11.9%

Communication Services 11.1%

Financial Services 10.5%

Consumer Defensive 3.1%

Energy 0.2%

Utilities 0.2%

Real Estate 0.1%