BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Zacks Dividend Fund

· Zacks Trust
Monthly Holdings $138M AUM 26 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 3 New 1 Added 26 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 JP MORGAN CHASE & COMPANY 46625H100 Feb 2026 14,300 -430 $4.3M -3.2% 3.11% EC
2 CISCO SYSTEMS INC 17275R102 Feb 2026 31,241 -11,497 $3.8M +10.8% 2.73% EC
3 PHILIP MORRIS INTERNATIONAL INC 718172109 Feb 2026 17,936 -767 $3.2M -9.0% 2.31% EC
4 ALPHABET INC 02079K305 Feb 2026 7,936 -440 $3.0M +15.6% 2.19% EC
5 BROADCOM INC 11135F101 Feb 2026 6,391 -410 $2.9M +31.4% 2.07% EC
6 BLACKROCK INC 09290D101 Feb 2026 2,690 -132 $2.8M -6.1% 2.05% EC
7 MICROSOFT CORP 594918104 Feb 2026 6,102 -343 $2.7M +8.5% 2.00% EC
8 PROCTER & GAMBLE COMPANY (THE) 742718109 Feb 2026 18,956 -880 $2.7M -17.9% 1.98% EC
9 BANK OF NEW YORK MELLON CORP (THE) 064058100 Feb 2026 19,087 -1,070 $2.7M +10.9% 1.93% EC
10 QUALCOMM INC 747525103 Feb 2026 10,494 -984 $2.6M +61.2% 1.91% EC
11 ABBVIE INC 00287Y109 Feb 2026 11,355 -585 $2.5M -10.8% 1.80% EC
12 HOME DEPOT INC (THE) 437076102 Feb 2026 7,556 -386 $2.4M -20.7% 1.74% EC
13 CONOCOPHILLIPS 20825C104 Feb 2026 21,017 -962 $2.4M -3.9% 1.74% EC
14 MERCK & COMPANY INC 58933Y105 Feb 2026 18,397 -1,055 $2.2M -9.3% 1.59% EC
15 VERIZON COMMUNICATIONS INC 92343V104 Feb 2026 45,094 -2,530 $2.2M -9.7% 1.57% EC
16 KINDER MORGAN INC 49456B101 Feb 2026 66,627 -3,790 $2.1M -11.6% 1.50% EC
17 PRUDENTIAL FINANCIAL INC 744320102 Feb 2026 18,828 -1,300 $1.9M -4.3% 1.38% EC
18 FIFTH THIRD BANCORP 316773100 Feb 2026 36,344 -2,730 $1.8M -6.1% 1.32% EC
19 MCDONALD'S CORP 580135101 Feb 2026 5,681 -408 $1.6M -23.6% 1.15% EC
20 FERGUSON ENTERPRISES INC 31488V107 Feb 2026 6,625 -544 $1.5M -19.9% 1.09% EC
21 ALTRIA GROUP INC 02209S103 Feb 2026 20,091 -1,925 $1.4M -8.0% 1.02% EC
22 ARTHUR J. GALLAGHER & COMPANY 363576109 Feb 2026 6,224 -858 $1.3M -22.5% 0.91% EC
23 AMERICAN ELECTRIC POWER COMPANY INC 025537101 Feb 2026 8,759 -970 $1.1M -14.8% 0.81% EC
24 MEDTRONIC PLC G5960L103 Feb 2026 12,363 -1,466 $913K -32.4% 0.66% EC
25 OVINTIV INC 69047Q102 Feb 2026 10,557 -2,134 $592K -7.9% 0.43% EC
26 UNITED PARCEL SERVICE INC 911312106 Feb 2026 3,644 -1,290 $389K -32.0% 0.28% EC