ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q3 2025
Top Holdings738 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.9M | $540.6M | 4.3% | $117.13 | +55.25% | 27 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 1M | $531.9M | 4.2% | $206.19 | +149.11% | 27 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 1.6M | $406.5M | 3.2% | $231.76 | +9.46% | 5 qtrssince 2024-Q3 | Increased 60 |
JPMORGAN CHASE & CO | 1.2M | $387M | 3.1% | $117.67 | +165.79% | 27 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 1.6M | $377.6M | 3.0% | $130.28 | +87.20% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 472,926 | $347.3M | 2.8% | $404.48 | +83.64% | 27 qtrssince 2019-Q1 | Increased 71 |
AMAZON.COM INC | 1.1M | $238.6M | 1.9% | $189.18 | +17.44% | 5 qtrssince 2024-Q3 | Decreased 0 |
BROADCOM INC | 705,049 | $232.6M | 1.9% | $160.59 | +103.79% | 27 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.1M | $211.9M | 1.7% | $56.06 | +83.49% | 27 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 515,079 | $208.7M | 1.7% | $229.68 | +75.98% | 27 qtrssince 2019-Q1 | Increased 49 |
CATERPILLAR INC | 422,182 | $201.4M | 1.6% | $156.32 | +202.51% | 27 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $188.1M | 1.5% | $112.57 | +32.60% | 27 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 787,774 | $182.4M | 1.5% | $110.32 | +103.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 887,164 | $164.5M | 1.3% | $132.43 | +36.28% | 27 qtrssince 2019-Q1 | Increased 48 |
EXXON MOBIL CORP | 1.5M | $163.5M | 1.3% | $67.18 | +67.44% | 27 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 140,200 | $163.5M | 1.3% | $1,006.91 | +16.18% | 4 qtrssince 2024-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 2.3M | $160.3M | 1.3% | $47.33 | +41.62% | 27 qtrssince 2019-Q1 | Decreased 0 |
PARKER HANNIFIN CORP | 209,034 | $158.5M | 1.3% | $468.98 | +60.04% | 9 qtrssince 2023-Q3 | Increased 48 |
METLIFE INC | 1.7M | $141M | 1.1% | $46.19 | +73.40% | 27 qtrssince 2019-Q1 | Increased 48 |
PHILIP MORRIS INTERNATIONAL | 818,425 | $132.7M | 1.1% | $75.11 | +113.02% | 27 qtrssince 2019-Q1 | Increased 48 |
ZACKS INVESTMENT MANAGEMENT manages $12.6B across 738 positions as of Q3 2025. Top holdings: NVDA (4.3%), MSFT (4.2%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 166 new positions, 120 exits, 325 increased. Top move: META (INCREASED, conviction 71). Portfolio: $12.6B across 738 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
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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