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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 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 LRN STRIDE INC Consumer Defensive 14,755 $958K 0.01% SOLD
42 OBNK ORIGIN BANCORP INC Financial Services 24,653 $927K 0.01% SOLD
43 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 33,846 $900K 0.01% SOLD
44 OPCH OPTION CARE HEALTH INC Healthcare 26,461 $843K 0.01% SOLD
45 FG F&G ANNUITIES & LIFE INC Financial Services 27,315 $843K 0.01% SOLD
46 PHR PHREESIA INC Healthcare 49,712 $841K 0.01% SOLD
47 TNET TRINET GROUP INC Industrials 13,026 $770K 0.01% SOLD
48 LW LAMB WESTON HLDGS INC Consumer Defensive 15,708 $658K 0.01% SOLD
49 LAW CS DISCO INC Technology 84,286 $654K 0.01% SOLD
50 NTAP NETAPP INC Technology 5,877 $629K 0.01% SOLD
51 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 48,625 $613K 0.01% SOLD
52 RNGR RANGER ENERGY SVCS INC Energy 43,211 $604K 0.01% SOLD
53 HUBS HUBSPOT INC Technology 1,470 $590K 0.01% SOLD
54 SNOW SNOWFLAKE INC Technology 2,666 $585K 0.01% SOLD
55 SRCE 1ST SOURCE CORP Financial Services 9,213 $576K 0.01% SOLD
56 ITRI ITRON INC Technology 6,082 $565K 0.00% SOLD
57 POST POST HLDGS INC Consumer Defensive 5,589 $554K 0.00% SOLD
58 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,411 $544K 0.00% SOLD
59 NABL N-ABLE INC Technology 69,333 $519K 0.00% SOLD
60 HCSG HEALTHCARE SVCS GROUP INC Healthcare 27,056 $517K 0.00% SOLD
Page 3 of 7  ·  128 positions
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%