ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q4 2025
Top Holdings723 positions
NVIDIA CORPORATION | 2.8M | $526.6M | 4.1% | $32.99 | +463.92% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1M | $491.9M | 3.9% | $204.85 | +134.60% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.5M | $469.3M | 3.7% | $119.34 | +161.77% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $429.6M | 3.4% | $231.76 | +16.99% | 6 qtrssince 2024-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $351.7M | 2.8% | $116.24 | +173.31% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 448,356 | $296M | 2.3% | $402.29 | +63.66% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 780,580 | $270.2M | 2.1% | $105.07 | +227.59% | 28 qtrssince 2019-Q1 | Increased 59 |
AMAZON COM INC | 1.1M | $250.6M | 2.0% | $187.50 | +23.10% | 6 qtrssince 2024-Q3 | Decreased 0 |
CATERPILLAR INC | 421,914 | $241.7M | 1.9% | $156.32 | +264.24% | 28 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.1M | $236.5M | 1.9% | $44.97 | +146.16% | 28 qtrssince 2019-Q1 | Increased 50 |
EXXON MOBIL CORP | 1.5M | $183.8M | 1.4% | $69.87 | +72.03% | 28 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 884,426 | $183M | 1.4% | $130.51 | +56.06% | 28 qtrssince 2019-Q1 | Decreased 0 |
PARKER-HANNIFIN CORP | 207,050 | $182M | 1.4% | $466.99 | +87.07% | 10 qtrssince 2023-Q3 | Decreased 0 |
CISCO SYS INC | 2.3M | $179.9M | 1.4% | $47.33 | +60.40% | 28 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 510,310 | $175.6M | 1.4% | $225.42 | +49.41% | 28 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 1.2M | $168M | 1.3% | $112.57 | +24.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 682,333 | $155.9M | 1.2% | $109.65 | +102.33% | 28 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC | 139,535 | $149.4M | 1.2% | $1,006.91 | +7.59% | 5 qtrssince 2024-Q4 | Decreased 0 |
METLIFE INC | 1.7M | $133.4M | 1.0% | $46.19 | +67.38% | 28 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTL INC | 808,434 | $129.7M | 1.0% | $73.19 | +113.59% | 28 qtrssince 2019-Q1 | Decreased 0 |
ZACKS INVESTMENT MANAGEMENT manages $12.7B across 723 positions as of Q4 2025. Top holdings: NVDA (4.1%), MSFT (3.9%), GOOGL (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 110 new positions, 125 exits, 251 increased. Top move: AVGO (INCREASED, conviction 59). Portfolio: $12.7B across 723 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR