ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q3 2025
Top Holdings738 positions
NVIDIA CORPORATION | 2.9M | $540.6M | 4.3% | $32.99 | +464.13% | 27 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 1M | $531.9M | 4.2% | $204.85 | +150.79% | 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% | $116.24 | +166.26% | 27 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 1.6M | $377.6M | 3.0% | $119.34 | +103.18% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 472,926 | $347.3M | 2.8% | $402.29 | +81.93% | 27 qtrssince 2019-Q1 | Increased 71 |
AMAZON COM INC | 1.1M | $238.6M | 1.9% | $187.50 | +17.10% | 5 qtrssince 2024-Q3 | Decreased 0 |
BROADCOM INC | 705,049 | $232.6M | 1.9% | $79.45 | +312.16% | 27 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.1M | $211.9M | 1.7% | $42.82 | +138.65% | 27 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 515,079 | $208.7M | 1.7% | $225.42 | +74.80% | 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 | 1.2M | $188.1M | 1.5% | $112.57 | +32.60% | 27 qtrssince 2019-Q1 | Increased 48 |
ABBVIE INC | 787,774 | $182.4M | 1.5% | $109.65 | +103.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 887,164 | $164.5M | 1.3% | $130.51 | +38.95% | 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 SYS 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% | $466.99 | +61.01% | 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 INTL INC | 818,425 | $132.7M | 1.1% | $73.19 | +112.04% | 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 Score: 3/5.0.
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
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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
Verify source filings on SEC EDGAR