ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q2 2026
Top Holdings724 positions
Apple Inc | 2.1M | $620M | 4.4% | $244.46 | +40.29% | 8 qtrssince 2024-Q3 | Increased 71 |
Nvidia Corp | 2.8M | $560.3M | 4.0% | $32.99 | +570.71% | 30 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 1.5M | $533.1M | 3.8% | $119.34 | +191.31% | 30 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.1M | $415.7M | 3.0% | $219.18 | +143.49% | 30 qtrssince 2019-Q1 | Increased 54 |
Broadcom Inc | 834,829 | $315.4M | 2.2% | $122.59 | +182.44% | 30 qtrssince 2019-Q1 | Increased 57 |
Caterpillar Inc | 285,444 | $304M | 2.2% | $156.32 | +379.12% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 910,319 | $298M | 2.1% | $116.24 | +188.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 1.1M | $271.3M | 1.9% | $188.53 | +34.77% | 8 qtrssince 2024-Q3 | Decreased 0 |
Walmart Inc | 2.1M | $237M | 1.7% | $45.12 | +157.44% | 30 qtrssince 2019-Q1 | Increased 48 |
Meta Platforms Inc | 415,511 | $234.1M | 1.7% | $402.29 | +83.33% | 30 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 875,123 | $222.3M | 1.6% | $130.51 | +94.56% | 30 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems Inc | 1.8M | $210.7M | 1.5% | $47.33 | +140.09% | 30 qtrssince 2019-Q1 | Decreased 0 |
AbbVie Inc | 815,433 | $205.2M | 1.5% | $127.29 | +122.71% | 30 qtrssince 2019-Q1 | Decreased 0 |
Parker-Hannifin Corp | 203,974 | $199.5M | 1.4% | $466.99 | +104.79% | 12 qtrssince 2023-Q3 | Decreased 0 |
EXXON MOBIL CORP | 1.5M | $199.1M | 1.4% | $69.87 | +153.35% | 30 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 507,250 | $178.9M | 1.3% | $225.49 | +31.05% | 30 qtrssince 2019-Q1 | Increased 48 |
Procter & Gamble Co/The | 1.2M | $172.4M | 1.2% | $112.74 | +38.84% | 30 qtrssince 2019-Q1 | Decreased 0 |
Dell Technologies Inc | 385,136 | $166.2M | 1.2% | $373.60 | +35.96% | 4 qtrssince 2025-Q3 | Increased 77 |
Philip Morris International Inc | 795,471 | $143.9M | 1.0% | $73.19 | +180.87% | 30 qtrssince 2019-Q1 | Decreased 0 |
METLIFE INC | 1.7M | $141.1M | 1.0% | $46.24 | +115.66% | 30 qtrssince 2019-Q1 | Increased 48 |
ZACKS INVESTMENT MANAGEMENT manages $14.1B across 724 positions as of Q2 2026. Top holdings: AAPL (4.4%), NVDA (4.0%), GOOGL (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 126 new positions, 108 exits, 337 increased. Top move: DELL (INCREASED, conviction 77). Portfolio: $14.1B across 724 positions.
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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