ZACKS INVESTMENT MANAGEMENT

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$12.7B

Total Positions

723

New This Quarter

110

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA4.14%

MSFT3.86%

GOOGL3.69%

AAPL3.37%

JPM2.76%

META2.33%

AVGO2.12%

AMZN1.97%

CAT1.90%

WMT1.86%

Other17.63%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP8Q held

AppLovin Corp

Avg $122.84 · $7.6M est. P&L

Est. P&L

+464.71%

OPFI8Q held

OPPFI INC

Avg $2.79 · $310,124 est. P&L

Est. P&L

+287.81%

CAT28Q held

Caterpillar Inc

Avg $157.08 · $176.8M est. P&L

Est. P&L

+266.71%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 723 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	2.8M	$526.6M	4.1%	—	$117.13	+60.12%	28 qtrs	Decreased 0
MSFT Microsoft Corp	1M	$491.9M	3.9%	—	$206.19	+136.42%	28 qtrs	Decreased 0
GOOGL Alphabet Inc	1.5M	$469.3M	3.7%	—	$130.28	+140.90%	28 qtrs	Decreased 0
AAPL Apple Inc	1.6M	$429.6M	3.4%	—	$227.40	+19.97%	6 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	1.1M	$351.7M	2.8%	—	$117.67	+173.63%	28 qtrs	Decreased 0
META Meta Platforms Inc	448,356	$296M	2.3%	—	$404.48	+64.65%	28 qtrs	Decreased 0
AVGO Broadcom Inc	780,580	$270.2M	2.1%	—	$178.91	+95.55%	28 qtrs	Increased 59
AMZN Amazon.com Inc	1.1M	$250.6M	2.0%	—	$189.18	+22.91%	6 qtrs	Decreased 0
CAT Caterpillar Inc	421,914	$241.7M	1.9%	—	$157.08	+266.71%	28 qtrs	Decreased 0
WMT Walmart Inc	2.1M	$236.5M	1.9%	—	$57.83	+93.53%	28 qtrs	Increased 50
XOM Exxon Mobil Corp	1.5M	$183.8M	1.4%	—	$69.87	+72.03%	28 qtrs	Increased 51
JNJ Johnson & Johnson	884,426	$183M	1.4%	—	$132.43	+56.25%	28 qtrs	Decreased 0
PH Parker-Hannifin Corp	207,050	$182M	1.4%	—	$468.98	+89.17%	10 qtrs	Decreased 0
CSCO Cisco Systems Inc	2.3M	$179.9M	1.4%	—	$47.78	+61.17%	28 qtrs	Decreased 0
HD Home Depot Inc/The	510,310	$175.6M	1.4%	—	$229.68	+50.79%	28 qtrs	Decreased 0
PG Procter & Gamble Co/The	1.2M	$168M	1.3%	—	$114.22	+25.22%	28 qtrs	Decreased 0
ABBV AbbVie Inc	682,333	$155.9M	1.2%	—	$111.39	+104.60%	28 qtrs	Decreased 0
BLK Blackrock Inc	139,535	$149.4M	1.2%	—	$1,006.91	+7.59%	5 qtrs	Decreased 0
MET MetLife Inc	1.7M	$133.4M	1.0%	—	$46.81	+69.20%	28 qtrs	Decreased 0
PM Philip Morris International Inc	808,434	$129.7M	1.0%	—	$75.11	+115.60%	28 qtrs	Decreased 0
TSLA Tesla Inc	285,934	$128.6M	1.0%	—	$247.93	+83.29%	23 qtrs	Decreased 0
BAC Bank of America Corp	2.3M	$124.1M	1.0%	—	$38.53	+43.49%	6 qtrs	Increased 43
LLY Eli Lilly & Co	115,021	$123.6M	1.0%	—	$489.37	+120.27%	28 qtrs	Increased 43
MRK Merck & Co Inc	1.1M	$113.8M	0.9%	—	$86.10	+23.18%	28 qtrs	Increased 45
COP ConocoPhillips	1.2M	$112.8M	0.9%	—	$55.79	+68.67%	23 qtrs	Decreased 0
Showing 25 of 723 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

DFIVDIMENSIONAL ETF TRUST

Q2 2024 → Q4 2025+23,082 shares+$1.3M

GSGoldman Sachs Group Inc/The

Q2 2024 → Q4 2025+43,496 shares+$38.6M

LDOSLeidos Holdings Inc

Q3 2024 → Q4 2025+112,402 shares+$21M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer