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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 5 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EPR EPR PPTYS Real Estate 131,386.0 $6.6M 0.05% +17K +14.8% $49.96 +15.1%
82 CHRW C H ROBINSON WORLDWIDE IN Industrials 38,935.0 $6.5M 0.05% +2K +5.0% $166.07 +11.4%
83 SF STIFEL FINL CORP Financial Services 84,953.0 $6.3M 0.05% +31K +56.2% $73.92 -0.5%
84 ALNT ALLIENT INC Technology 105,333.0 $6.2M 0.05% +1K +1.1% $59.09 +62.2%
85 EWBC EAST WEST BANCORP INC Financial Services 56,014.0 $6.0M 0.05% +3K +5.0% $106.76 +18.8%
86 NYT NEW YORK TIMES CO MTN BE Communication Services 70,759.0 $5.9M 0.05% +29K +69.6% $83.73 -12.7%
87 EWU ISHARES TR 129,384.0 $5.9M 0.05% +11K +9.2% $45.56 -0.2%
88 QQQ INVESCO QQQ TR Financial Services 10,184.0 $5.9M 0.05% +395.0 +4.0% $577.19 +28.3%
89 KLIC KULICKE & SOFFA INDS INC Technology 89,300.0 $5.9M 0.05% +8K +9.9% $65.72 +85.4%
90 HUBB HUBBELL INC Industrials 11,889.0 $5.8M 0.05% +501.0 +4.4% $490.72 +6.7%
91 AYI ACUITY INC Industrials 20,725.0 $5.8M 0.05% +7K +56.5% $280.21 +13.4%
92 EWC ISHARES INC 103,643.0 $5.7M 0.05% +15K +17.1% $54.79 +5.6%
93 WAB WABTEC Industrials 22,484.0 $5.6M 0.04% +1K +6.5% $249.91 +8.8%
94 APP APPLOVIN CORP Technology 13,783.0 $5.5M 0.04% +544.0 +4.1% $398.00 +18.0%
95 NVT NVENT ELEC PLC Industrials 46,060.0 $5.4M 0.04% +3K +6.4% $118.28 +49.7%
96 GWRE GUIDEWIRE SOFTWARE INC Technology 36,094.0 $5.4M 0.04% +872.0 +2.5% $149.56 -27.9%
97 IVV ISHARES TR 8,213.0 $5.4M 0.04% +2K +29.8% $653.20 +14.8%
98 CCK CROWN HLDGS INC Consumer Cyclical 53,275.0 $5.3M 0.04% +8K +17.8% $100.25 +1.3%
99 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 96,508.0 $5.3M 0.04% +5K +5.6% $55.31 -42.4%
100 CRS CARPENTER TECHNOLOGY CORP Industrials 13,397.0 $5.3M 0.04% +278.0 +2.1% $394.14 +48.8%
Page 5 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%