ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q2 2025
Top Holdings692 positions
Microsoft Corp. | 1M | $508M | 4.3% | $203.16 | +142.45% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 2.8M | $446.5M | 3.8% | $29.11 | +441.44% | 26 qtrssince 2019-Q1 | Increased 59 |
JPMorgan Chase & Co. | 1.2M | $354.9M | 3.0% | $115.78 | +144.52% | 26 qtrssince 2019-Q1 | Increased 57 |
Apple Inc. | 1.5M | $310.3M | 2.7% | $230.54 | -11.43% | 4 qtrssince 2024-Q3 | Increased 54 |
Alphabet Inc. | 1.6M | $274.2M | 2.3% | $119.34 | +47.16% | 26 qtrssince 2019-Q1 | Increased 67 |
Meta Platforms Inc | 338,128 | $249.6M | 2.1% | $270.89 | +171.36% | 26 qtrssince 2019-Q1 | Increased 53 |
Amazon.com, Inc. | 1.1M | $239.2M | 2.0% | $187.50 | +17.01% | 4 qtrssince 2024-Q3 | Increased 53 |
Walmart Inc | 2M | $198.2M | 1.7% | $41.97 | +130.50% | 26 qtrssince 2019-Q1 | Increased 48 |
Broadcom Inc | 706,853 | $194.8M | 1.7% | $79.45 | +243.78% | 26 qtrssince 2019-Q1 | Increased 48 |
The Procter & Gamble Co. | 1.2M | $192.9M | 1.7% | $112.16 | +37.05% | 26 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 507,834 | $186.2M | 1.6% | $223.01 | +58.98% | 26 qtrssince 2019-Q1 | Decreased 0 |
Caterpillar Inc | 424,071 | $164.6M | 1.4% | $156.32 | +145.22% | 26 qtrssince 2019-Q1 | Increased 48 |
Cisco Systems, Inc. | 2.3M | $163M | 1.4% | $47.33 | +42.75% | 26 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 1.5M | $156.8M | 1.3% | $67.18 | +58.86% | 26 qtrssince 2019-Q1 | Increased 48 |
AbbVie Inc. | 819,799 | $152.2M | 1.3% | $110.32 | +61.79% | 26 qtrssince 2019-Q1 | Increased 48 |
BLACKROCK INC COM | 144,418 | $151.5M | 1.3% | $1,006.91 | +3.07% | 3 qtrssince 2024-Q4 | Increased 49 |
Philip Morris International Inc. | 816,052 | $148.6M | 1.3% | $72.96 | +138.87% | 26 qtrssince 2019-Q1 | Increased 48 |
Netflix, Inc. | 108,957 | $145.9M | 1.2% | $43.61 | +207.10% | 12 qtrssince 2022-Q3 | Increased 48 |
Parker-Hannifin Corp. | 208,558 | $145.7M | 1.2% | $466.34 | +48.19% | 8 qtrssince 2023-Q3 | Increased 48 |
METLIFE INC | 1.7M | $136M | 1.2% | $45.77 | +69.52% | 26 qtrssince 2019-Q1 | Increased 48 |
ZACKS INVESTMENT MANAGEMENT manages $11.7B across 692 positions as of Q2 2025. Top holdings: MSFT (4.3%), NVDA (3.8%), JPM (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 138 new positions, 97 exits, 271 increased. Top move: GOOGL (INCREASED, conviction 67). Portfolio: $11.7B across 692 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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