§ 13F · FUND PROFILE
ZACKS INVESTMENT MANAGEMENT.
AUM · $14.1B (13F)Positions · 724Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$174M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 2.14M | $620M | 4.4% | +25% |
| 2 | NVDA | NVIDIA CORPORATION | 2.80M | $560M | 4.0% | ±0% |
| 3 | GOOGL | ALPHABET INC | 1.49M | $533M | 3.8% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 1.11M | $416M | 3.0% | +1% |
| 5 | AVGO | BROADCOM INC | 835K | $315M | 2.2% | +7% |
| 6 | CAT | CATERPILLAR INC | 285K | $304M | 2.2% | −32% |
| 7 | JPM | JPMORGAN CHASE & CO | 910K | $298M | 2.1% | ±0% |
| 8 | AMZN | AMAZON COM INC | 1.14M | $271M | 1.9% | ±0% |
| 9 | WMT | WALMART INC | 2.09M | $237M | 1.7% | ±0% |
| 10 | META | META PLATFORMS INC | 416K | $234M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZACKS SIGNAL
AC read
ZACKS INVESTMENT MANAGEMENT is a Other fund managing $14.1 billion in assets. The fund runs a broad portfolio of 724 positions.
Read the full dossier →