ZACKS INVESTMENT MANAGEMENT
Institutional investor · Portfolio as of Q4 2025
Top Holdings723 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.8M | $526.6M | 4.1% | $117.13 | +60.12% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1M | $491.9M | 3.9% | $206.19 | +136.42% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.5M | $469.3M | 3.7% | $130.28 | +140.90% | 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% | $117.67 | +173.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 448,356 | $296M | 2.3% | $404.48 | +64.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 780,580 | $270.2M | 2.1% | $178.91 | +95.55% | 28 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 1.1M | $250.6M | 2.0% | $189.18 | +22.91% | 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% | $57.83 | +93.53% | 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% | $132.43 | +56.25% | 28 qtrssince 2019-Q1 | Decreased 0 |
PARKER HANNIFIN CORP | 207,050 | $182M | 1.4% | $468.98 | +89.17% | 10 qtrssince 2023-Q3 | Decreased 0 |
CISCO SYSTEMS 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% | $229.68 | +50.79% | 28 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $168M | 1.3% | $112.57 | +24.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 682,333 | $155.9M | 1.2% | $110.32 | +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 INTERNATIONAL | 808,434 | $129.7M | 1.0% | $75.11 | +115.60% | 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 Rating: 3.5/5.0.
Active quarter - 110 new positions, 125 exits, 251 increased. Top move: AVGO (INCREASED, conviction 59). Portfolio: $12.7B across 723 positions.
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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