Institutions / Zacks Investment Management
Zacks Investment Management
CIK 1086483 · Institution · as of Mar 31, 2026
Portfolio value
$12.47B
Positions
706
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$12.47B-2.0%Positions
706-2.4%Top holdings
Mar 31, 2026View all 706 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $488.65M | 3.9% |
| Apple Inc. | $436.74M | 3.5% |
| Alphabet Inc. | $429.03M | 3.4% |
| Microsoft Corp | $408.53M | 3.3% |
| Caterpillar Inc | $296.32M | 2.4% |
| JPMORGAN CHASE & CO | $268.54M | 2.2% |
| Walmart Inc. | $259.52M | 2.1% |
| Exxon Mobil Corp | $255.49M | 2.0% |
| Broadcom Inc. | $242.18M | 1.9% |
| Meta Platforms Inc | $238.10M | 1.9% |
| Amazon.com Inc | $237.94M | 1.9% |
| Johnson & Johnson | $214.01M | 1.7% |
| Parker-Hannifin Corp | $183.68M | 1.5% |
| Cisco Systems, Inc. | $180.59M | 1.4% |
| AbbVie Inc. | $177.37M | 1.4% |
| PROCTER & GAMBLE Co | $170.31M | 1.4% |
| Home Depot, Inc. | $166.73M | 1.3% |
| ConocoPhillips | $163.79M | 1.3% |
| BlackRock, Inc. | $133.14M | 1.1% |
| Philip Morris International Inc. | $132.58M | 1.1% |
| Merck & Co., Inc. | $130.54M | 1.0% |
| MetLife Inc | $117.80M | 0.9% |
| Bank of America Corp /De | $109.36M | 0.9% |
| EMCOR Group Inc | $105.76M | 0.8% |
| Tesla Inc | $105.75M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Delta Air Lines, Inc. | $71.73M | +1.1M | 1,078,952 0.58% of portfolio | high |
| Q1 2026 as of | Trim | Norfolk Southern Corp | $-58.08M | -202K -98.77% | 2,515 <0.01% of portfolio | high |
| Q1 2026 as of | Trim | JPMORGAN CHASE & CO | $-52.54M | -179K -16.36% | 912,899 2.15% of portfolio | high |
| Q1 2026 as of | Trim | 464287598 | $-46.26M | -217K -71.20% | 87,581 0.15% of portfolio | medium |
| Q1 2026 as of | New | BALL Corp | $44.63M | +755K | 754,966 0.36% of portfolio | medium |
| Q1 2026 as of | Trim | PENTAIR plc | $-42.06M | -483K -99.44% | 2,719 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Apple Inc. | $35.73M | +141K +8.91% | 1,720,858 3.50% of portfolio | medium |
| Q1 2026 as of | Trim | Ameriprise Financial Inc | $-32.29M | -73K -96.68% | 2,495 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | Microsoft Corp | $32.04M | +87K +8.51% | 1,103,632 3.28% of portfolio | medium |
| Q1 2026 as of | Add | Morgan Stanley | $30.57M | +186K +263.98% | 256,101 0.34% of portfolio | medium |