ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q2 2025
Top Holdings692 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1M | $508M | 4.3% | $204.51 | +141.65% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.8M | $446.5M | 3.8% | $115.48 | +36.58% | 26 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 1.2M | $354.9M | 3.0% | $117.20 | +141.53% | 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-CL A | 1.6M | $274.2M | 2.3% | $130.28 | +36.82% | 26 qtrssince 2019-Q1 | Increased 67 |
META PLATFORMS INC-CLASS A | 338,128 | $249.6M | 2.1% | $269.60 | +171.71% | 26 qtrssince 2019-Q1 | Increased 53 |
AMAZON.COM INC | 1.1M | $239.2M | 2.0% | $189.18 | +18.03% | 4 qtrssince 2024-Q3 | Increased 53 |
WALMART INC | 2M | $198.2M | 1.7% | $55.39 | +74.86% | 26 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 706,853 | $194.8M | 1.7% | $159.61 | +71.45% | 26 qtrssince 2019-Q1 | Increased 48 |
PROCTER & GAMBLE CO/THE | 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% | $227.19 | +60.35% | 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 | 144,418 | $151.5M | 1.3% | $1,006.91 | +3.07% | 3 qtrssince 2024-Q4 | Increased 49 |
PHILIP MORRIS INTERNATIONAL | 816,052 | $148.6M | 1.3% | $74.87 | +137.38% | 26 qtrssince 2019-Q1 | Increased 48 |
NETFLIX INC | 108,957 | $145.9M | 1.2% | $43.70 | +202.78% | 12 qtrssince 2022-Q3 | Increased 48 |
PARKER HANNIFIN CORP | 208,558 | $145.7M | 1.2% | $468.34 | +48.62% | 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 Rating: 3.5/5.0.
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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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