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Holdings (Monthly) Guide ↗

Zacks All-Cap Core Fund

· Zacks Trust
Monthly Holdings $39M AUM 113 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 5 New 2 Added 1 Reduced 7 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA CORP 67066G104 Feb 2026 12,375 $2.6M +19.2% 6.81% EC
2 ALPHABET INC 02079K305 Feb 2026 4,850 $1.8M +22.0% 4.81% EC
3 APPLE INC 037833100 Feb 2026 5,577 $1.7M +18.1% 4.54% EC
4 MICROSOFT CORP 594918104 Feb 2026 3,386 $1.5M +14.6% 3.98% EC
5 AMAZON.COM INC 023135106 Feb 2026 5,061 $1.4M +28.9% 3.57% EC
6 CATERPILLAR INC 149123101 Feb 2026 1,257 $1.1M +17.9% 2.87% EC
7 META PLATFORMS INC 30303M102 Feb 2026 1,737 $1.1M -2.4% 2.87% EC
8 ADVANCED MICRO DEVICES INC 007903107 Feb 2026 1,782 $920K +157.8% 2.40% EC
9 MICRON TECHNOLOGY INC 595112103 May 2026 833 NEW $809K 2.11% EC
10 BROADCOM INC 11135F101 Feb 2026 1,725 $771K +39.8% 2.01% EC
11 JP MORGAN CHASE & COMPANY 46625H100 Feb 2026 2,160 $647K -0.3% 1.69% EC
12 WALMART INC 931142103 Feb 2026 5,511 $638K -9.5% 1.66% EC
13 EMCOR GROUP INC 29084Q100 Feb 2026 755 $624K +14.1% 1.63% EC
14 ELI LILLY & COMPANY 532457108 Feb 2026 483 $534K +5.0% 1.39% EC
15 AMERICAN EXPRESS COMPANY 025816109 Feb 2026 1,664 $527K +2.5% 1.37% EC
16 INTEL CORP 458140100 Feb 2026 4,345 $498K +151.4% 1.30% EC
17 ALPHABET INC 02079K107 Feb 2026 1,244 $468K +20.9% 1.22% EC
18 CISCO SYSTEMS INC 17275R102 Feb 2026 3,887 $468K +51.5% 1.22% EC
19 CHEVRON CORP 166764100 Feb 2026 2,550 $465K -2.3% 1.21% EC
20 APPLIED MATERIALS INC 038222105 Feb 2026 1,014 $456K +20.9% 1.19% EC
21 CORNING INC 219350105 Feb 2026 2,500 $453K +20.5% 1.18% EC
22 PROCTER & GAMBLE COMPANY (THE) 742718109 Feb 2026 2,880 $413K -14.1% 1.08% EC
23 FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST 60934N500 Feb 2026 408,965 -171,040 $409K -29.5% 1.07% STIV
24 HARTFORD INSURANCE GROUP INC (THE) 416515104 Feb 2026 3,022 $384K -9.7% 1.00% EC
25 ANALOG DEVICES INC 032654105 Feb 2026 911 $377K +16.3% 0.98% EC
26 ORACLE CORP 68389X105 Feb 2026 1,643 +891 $371K +239.3% 0.97% EC
27 LAM RESEARCH CORP 512807306 Feb 2026 1,162 $370K +36.0% 0.96% EC
28 RTX CORP 75513E101 Feb 2026 2,020 $363K -11.3% 0.95% EC
29 CARDINAL HEALTH INC 14149Y108 Feb 2026 1,793 $353K -14.1% 0.92% EC
30 AMERICAN ELECTRIC POWER COMPANY INC 025537101 Feb 2026 2,771 $351K -5.3% 0.92% EC
31 TJX COMPANIES INC (THE) 872540109 Feb 2026 2,216 $343K -4.3% 0.89% EC
32 ABBVIE INC 00287Y109 Feb 2026 1,573 $342K -6.2% 0.89% EC
33 MARRIOTT INTERNATIONAL INC 571903202 Feb 2026 900 $338K +9.9% 0.88% EC
34 EXXON MOBIL CORP 30231G102 Feb 2026 2,311 $336K -4.7% 0.88% EC
35 TESLA INC 88160R101 Feb 2026 763 $333K +8.3% 0.87% EC
36 HOME DEPOT INC (THE) 437076102 Feb 2026 1,026 $325K -16.7% 0.85% EC
37 CADENCE DESIGN SYSTEMS INC 127387108 Feb 2026 865 $324K +24.4% 0.85% EC
38 CINTAS CORP 172908105 Feb 2026 1,873 $321K -14.9% 0.84% EC
39 CONOCOPHILLIPS 20825C104 Feb 2026 2,786 $318K +0.5% 0.83% EC
40 PALO ALTO NETWORKS INC 697435105 Feb 2026 1,099 $310K +89.2% 0.81% EC
41 UNITEDHEALTH GROUP INC 91324P102 Feb 2026 803 $305K +29.7% 0.80% EC
42 JOHNSON & JOHNSON 478160104 Feb 2026 1,355 $305K -9.3% 0.80% EC
43 VERTIV HOLDINGS COMPANY 92537N108 Feb 2026 960 $303K +23.9% 0.79% EC
44 BANK OF AMERICA CORP 060505104 Feb 2026 5,852 $302K +3.6% 0.79% EC
45 GILEAD SCIENCES INC 375558103 Feb 2026 2,136 $287K -9.7% 0.75% EC
46 MARSH & MCLENNAN COMPANIES INC 571748102 Feb 2026 1,780 $285K -14.3% 0.74% EC
47 AMGEN INC 031162100 Feb 2026 823 $277K -13.2% 0.72% EC
48 TRUIST FINANCIAL CORP 89832Q109 Feb 2026 5,741 $277K -2.2% 0.72% EC
49 NETFLIX INC 64110L106 Feb 2026 3,194 $275K -10.6% 0.72% EC
50 METLIFE INC 59156R108 Feb 2026 3,218 $266K +14.7% 0.69% EC
51 T-MOBILE US INC 872590104 Feb 2026 1,414 $265K -13.6% 0.69% EC
52 MERCK & COMPANY INC 58933Y105 Feb 2026 2,215 $263K -4.1% 0.69% EC
53 HERSHEY COMPANY (THE) 427866108 Feb 2026 1,350 $262K -17.9% 0.68% EC
54 MOODY'S CORP 615369105 Feb 2026 549 $249K -5.1% 0.65% EC
55 REPUBLIC SERVICES INC 760759100 Feb 2026 1,238 $248K -12.5% 0.65% EC
56 VERTEX PHARMACEUTICALS INC 92532F100 Feb 2026 543 $243K -9.9% 0.63% EC
57 PNC FINANCIAL SERVICES GROUP INC (THE) 693475105 Feb 2026 1,038 $230K +4.1% 0.60% EC
58 HOWMET AEROSPACE INC 443201108 Feb 2026 848 $219K -1.6% 0.57% EC
59 PEPSICO INC 713448108 Feb 2026 1,506 $217K -15.1% 0.57% EC
60 EMERSON ELECTRIC COMPANY 291011104 Feb 2026 1,482 $213K -4.6% 0.56% EC
61 PULTEGROUP INC 745867101 Feb 2026 1,801 $213K -13.9% 0.56% EC
62 INTERNATIONAL BUSINESS MACHINES CORP 459200101 Feb 2026 713 $212K +24.0% 0.55% EC
63 ROYAL CARIBBEAN CRUISES LTD V7780T103 Feb 2026 741 $211K -8.5% 0.55% EC
64 HALLIBURTON COMPANY 406216101 Feb 2026 5,220 $203K +7.9% 0.53% EC
65 SOUTHERN COMPANY (THE) 842587107 Feb 2026 2,161 $199K -5.5% 0.52% EC
66 GENERAL DYNAMICS CORP 369550108 Feb 2026 551 $191K -2.9% 0.50% EC
67 ALCOA CORP 013872106 Feb 2026 2,453 $190K +25.1% 0.50% EC
68 TWILIO INC 90138F102 Feb 2026 993 $189K +57.6% 0.49% EC
69 ROBINHOOD MARKETS INC 770700102 Feb 2026 1,965 $185K +24.3% 0.48% EC
70 NISOURCE INC 65473P105 Feb 2026 3,998 +1,637 $185K +65.5% 0.48% EC
71 THERMO FISHER SCIENTIFIC INC 883556102 Feb 2026 373 $184K -5.5% 0.48% EC
72 LABCORP HOLDINGS INC 504922105 Feb 2026 695 $181K -10.1% 0.47% EC
73 W. R. BERKLEY CORP 084423102 Feb 2026 2,829 $180K -11.4% 0.47% EC
74 NASDAQ INC 631103108 Feb 2026 1,853 $171K +5.6% 0.45% EC
75 MCDONALD'S CORP 580135101 Feb 2026 613 $171K -18.1% 0.45% EC
76 BRISTOL-MYERS SQUIBB COMPANY 110122108 Feb 2026 2,990 $171K -8.3% 0.45% EC
77 CAPITAL ONE FINANCIAL CORP 14040H105 Feb 2026 878 $165K -3.9% 0.43% EC
78 STRYKER CORP 863667101 Feb 2026 530 $162K -21.3% 0.42% EC
79 ARISTA NETWORKS INC 040413205 Feb 2026 998 $159K +19.5% 0.42% EC
80 BLACKROCK INC 09290D101 Feb 2026 151 $158K -1.5% 0.41% EC
81 WINTRUST FINANCIAL CORP 97650W108 Feb 2026 1,017 $153K +4.3% 0.40% EC
82 AMERICAN WATER WORKS COMPANY INC 030420103 Feb 2026 1,239 $153K -9.4% 0.40% EC
83 UBER TECHNOLOGIES INC 90353T100 Feb 2026 2,076 $146K -6.7% 0.38% EC
84 PROLOGIS INC 74340W103 Feb 2026 1,006 $144K +0.6% 0.38% EC
85 CSX CORP 126408103 May 2026 3,172 NEW $144K 0.37% EC
86 SALESFORCE INC 79466L302 Feb 2026 740 $141K -1.9% 0.37% EC
87 AMPHENOL CORP 032095101 Feb 2026 950 $141K +1.8% 0.37% EC
88 PALANTIR TECHNOLOGIES INC 69608A108 Feb 2026 859 $134K +14.1% 0.35% EC
89 FLEX LTD Y2573F102 May 2026 890 NEW $134K 0.35% EC
90 SERVICENOW INC 81762P102 Feb 2026 1,058 $132K +15.1% 0.34% EC
91 ZOOM COMMUNICATIONS INC 98980L101 Feb 2026 1,271 $129K +37.4% 0.34% EC
92 ASSURANT INC 04621X108 Feb 2026 512 $127K +8.4% 0.33% EC
93 PFIZER INC 717081103 Feb 2026 4,839 $127K -5.3% 0.33% EC
94 AT&T INC 00206R102 Feb 2026 4,980 $124K -11.5% 0.32% EC
95 MID-AMERICA APARTMENT COMMUNITIES INC 59522J103 Feb 2026 943 $122K -3.6% 0.32% EC
96 COGNEX CORP 192422103 May 2026 1,717 NEW $113K 0.29% EC
97 LEIDOS HOLDINGS INC 525327102 Feb 2026 857 $110K -27.0% 0.29% EC
98 EVERPURE INC 74624M102 Feb 2026 1,323 $105K +23.8% 0.27% EC
99 BOSTON SCIENTIFIC CORP 101137107 Feb 2026 2,140 $103K -37.1% 0.27% EC
100 OMNICOM GROUP INC 681919106 Feb 2026 1,360 $99K -14.7% 0.26% EC
101 CITIZENS FINANCIAL GROUP INC 174610105 Feb 2026 1,578 $98K +3.4% 0.26% EC
102 MUELLER WATER PRODUCTS INC 624758108 Feb 2026 3,737 $94K -15.8% 0.25% EC
103 FASTENAL COMPANY 311900104 Feb 2026 2,065 $91K -4.0% 0.24% EC
104 BJ'S WHOLESALE CLUB HOLDINGS INC 05550J101 Feb 2026 1,070 $91K -13.7% 0.24% EC
105 SYSCO CORP 871829107 May 2026 1,184 NEW $90K 0.23% EC
106 OMEGA HEALTHCARE INVESTORS INC 681936100 Feb 2026 1,890 $88K -3.1% 0.23% EC
Spotify Technology S.A. L8681T102 643 SOLD $0.3M
Fabrinet G3323L100 539 SOLD $0.3M
The Estee Lauder Companies Inc. 518439104 999 SOLD $0.1M
Mirion Technologies Inc 60471A101 3,964 SOLD $0.1M
Under Armour, Inc. 904311107 11,317 SOLD $0.1M
Toast Inc 888787108 2,987 SOLD $0.1M
Okta Inc. 679295105 848 SOLD $0.1M