§ 13F · FUND PROFILE
ZACKS INVESTMENT MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $11.7B (13F)Positions · 692Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$275M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.35M | $410M | 3.3% | −1% |
| 2 | GOOGL | ALPHABET INC | 1.28M | $369M | 3.0% | ±0% |
| 3 | AAPL | APPLE INC | 1.46M | $369M | 3.0% | +9% |
| 4 | MSFT | MICROSOFT CORP | 954K | $353M | 2.8% | +9% |
| 5 | CAT | CATERPILLAR INC | 370K | $262M | 2.1% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO | 805K | $237M | 1.9% | −16% |
| 7 | WMT | WALMART INC | 1.85M | $230M | 1.8% | −2% |
| 8 | XOM | EXXON MOBIL CORP | 1.35M | $229M | 1.8% | −1% |
| 9 | META | META PLATFORMS INC | 357K | $204M | 1.6% | −7% |
| 10 | AVGO | BROADCOM INC | 653K | $202M | 1.6% | ±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 $11.7 billion in assets. The fund runs a broad portfolio of 692 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed