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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 LNC LINCOLN NATL CORP IND Financial Services 5,559 $248K 0.00% SOLD
82 TRGP TARGA RES CORP Energy 1,297 $239K 0.00% SOLD
83 CRAI CRA INTL INC Industrials 1,181 $237K 0.00% SOLD
84 PNTG PENNANT GROUP INC Healthcare 8,371 $236K 0.00% SOLD
85 EXACT SCIENCES CORP 2,309 $234K 0.00% SOLD
86 ECL ECOLAB INC Basic Materials 883 $232K 0.00% SOLD
87 FOXA FOX CORP Communication Services 3,166 $231K 0.00% SOLD
88 PERIMETER SOLUTIONS INC 8,081 $222K 0.00% SOLD
89 MQ MARQETA INC Technology 46,684 $222K 0.00% SOLD
90 ATLC ATLANTICUS HOLDINGS CORP Financial Services 3,293 $220K 0.00% SOLD
91 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,463 $214K 0.00% SOLD
92 OEF ISHARES TR 621 $213K 0.00% SOLD
93 RF REGIONS FINANCIAL CORP NEW Financial Services 7,771 $211K 0.00% SOLD
94 IWP ISHARES TR 1,532 $210K 0.00% SOLD
95 AMT AMERICAN TOWER CORP NEW Real Estate 1,189 $209K 0.00% SOLD
96 EWD ISHARES INC 4,171 $205K 0.00% SOLD
97 ZUMZ ZUMIEZ INC Consumer Cyclical 7,809 $203K 0.00% SOLD
98 BSVN BANK7 CORP Financial Services 4,928 $202K 0.00% SOLD
99 FAD FIRST TR EXCHANGE-TRADED ALP 1,240 $201K 0.00% SOLD
100 HCAT HEALTH CATALYST INC Healthcare 83,957 $201K 0.00% SOLD
Page 5 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%