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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 7 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSTL POSTAL REALTY TRUST INC Real Estate 210,855.0 $3.9M 0.03% +15K +7.5% $18.56 +22.8%
122 NWPX NWPX INFRASTRUCTURE INC Industrials 48,963.0 $3.8M 0.03% +2K +3.3% $77.86 +78.8%
123 POWL POWELL INDS INC Industrials 7,036.0 $3.8M 0.03% +904.0 +14.7% $541.10 -45.1%
124 VST VISTRA CORP Utilities 25,277.0 $3.8M 0.03% +1K +5.0% $150.33 +5.7%
125 EWP ISHARES INC 68,904.0 $3.7M 0.03% +9K +15.8% $54.31 +8.7%
126 UFCS UNITED FIRE GROUP INC Financial Services 97,773.0 $3.6M 0.03% +10K +11.1% $37.06 +30.3%
127 UNFI UNITED NAT FOODS INC Consumer Defensive 78,228.0 $3.5M 0.03% +21K +35.9% $45.06 +14.8%
128 SNEX STONEX GROUP INC Financial Services 43,690.0 $3.5M 0.03% +20K +87.2% $80.65 +72.4%
129 GRMN GARMIN LTD Technology 15,018.0 $3.5M 0.03% +2K +12.4% $232.01 +0.9%
130 EWT ISHARES INC 48,332.0 $3.4M 0.03% +5K +10.4% $70.92 +55.1%
131 MIRM MIRUM PHARMACEUTICALS INC Healthcare 36,889.0 $3.4M 0.03% +6K +21.4% $92.38 +16.0%
132 NMRK NEWMARK GROUP INC Real Estate 226,955.0 $3.4M 0.03% +11K +4.9% $14.99 -0.8%
133 ACGL ARCH CAP GROUP LTD Financial Services 35,054.0 $3.4M 0.03% +1K +4.0% $95.99 -5.0%
134 F FORD MTR CO Consumer Cyclical 291,502.0 $3.4M 0.03% +218K +297.4% $11.54 +21.8%
135 SFST SOUTHERN FIRST BANCSHARES Financial Services 61,498.0 $3.4M 0.03% +5K +7.9% $54.50 +6.5%
136 SEIC SEI INVTS CO Financial Services 42,459.0 $3.3M 0.03% +7K +19.1% $78.47 +14.0%
137 BE BLOOM ENERGY CORP Industrials 24,552.0 $3.3M 0.03% +2K +9.2% $135.49 +142.8%
138 SMBK SMARTFINANCIAL INC Financial Services 84,989.0 $3.3M 0.03% +6K +8.2% $39.08 +14.3%
139 EXPAND ENERGY CORPORATION 29,823.0 $3.3M 0.03% +1K +4.7% $109.78
140 ILMN ILLUMINA INC Healthcare 26,448.0 $3.3M 0.03% +2K +7.0% $123.26 +31.4%
Page 7 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%