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Portfolio (Quarterly) Guide ↗

ZACKS INVESTMENT MANAGEMENT

· CIK 0001086483
13F Portfolio $12.5B AUM 1,115 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 276 Added 218 Reduced 128 Exited
Page 13 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UNP UNION PAC CORP Industrials 2,201.0 $534K 0.00% +90.0 +4.3% $242.62 +5.9%
242 ADBE ADOBE INC Technology 2,161.0 $525K 0.00% +91.0 +4.4% $243.04 -19.7%
243 QUAL ISHARES TR 2,481.0 $476K 0.00% +199.0 +8.7% $191.79 +12.6%
244 VO VANGUARD INDEX FDS 1,655.0 $475K 0.00% +243.0 +17.2% $287.11 -72.1%
245 WEC WEC ENERGY GROUP INC Utilities 3,687.0 $427K 0.00% +21.0 +0.6% $115.77 -2.8%
246 GEV GE VERNOVA INC Utilities 485.0 $424K 0.00% +20.0 +4.3% $873.38 +27.1%
247 PTON PELOTON INTERACTIVE INC Consumer Cyclical 93,479.0 $401K 0.00% +8K +9.6% $4.29 +34.5%
248 XLV SELECT SECTOR SPDR TR 2,724.0 $399K 0.00% +1K +60.5% $146.62 +1.9%
249 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,307.0 $398K 0.00% +38.0 +0.9% $92.31 -5.9%
250 MELI MERCADOLIBRE INC Consumer Cyclical 225.0 $390K 0.00% +48.0 +27.1% $1732.03 -5.6%
251 VTEB VANGUARD MUN BD FDS 7,731.0 $386K 0.00% +118.0 +1.6% $49.89 +1.1%
252 SMBC SOUTHERN MO BANCORP INC Financial Services 6,020.0 $385K 0.00% +648.0 +12.1% $63.94 +13.4%
253 CB CHUBB LTD SWITZ Financial Services 1,117.0 $364K 0.00% +23.0 +2.1% $325.93 -0.8%
254 IVW ISHARES TR 3,175.0 $359K 0.00% +1K +84.7% $113.13 +21.9%
255 IAU ISHARES GOLD TR Financial Services 3,980.0 $351K 0.00% +147.0 +3.8% $88.16 -10.0%
256 XLF SELECT SECTOR SPDR TR 6,786.0 $335K 0.00% +180.0 +2.7% $49.37 +8.5%
257 FE FIRSTENERGY CORP Utilities 6,498.0 $329K 0.00% +624.0 +10.6% $50.66 -8.3%
258 XLY SELECT SECTOR SPDR TR 2,874.0 $313K 0.00% +26.0 +0.9% $108.97 +7.6%
259 GSLC GOLDMAN SACHS ETF TR 2,480.0 $310K 0.00% +781.0 +46.0% $125.13 +13.4%
260 SMH VANECK ETF TRUST 782.0 $300K 0.00% +106.0 +15.7% $383.60 +72.0%
Page 13 of 14  ·  276 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.6%
Financial Services 16.4%
Industrials 13.8%
Healthcare 11.0%
Communication Services 9.4%
Consumer Defensive 7.9%
Consumer Cyclical 7.6%
Energy 5.7%
Utilities 2.7%
Real Estate 2.5%