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Portfolio (Quarterly) Guide ↗

ZACKS INVESTMENT MANAGEMENT

· CIK 0001086483
13F Portfolio $12.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 723 New
Page 2 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 285,934.0 $128.6M 1.01% NEW $449.72 -10.9%
22 BAC BANK AMERICA CORP Financial Services 2,256,930.0 $124.1M 0.97% NEW $55.00 +2.2%
23 LLY ELI LILLY & CO Healthcare 115,021.0 $123.6M 0.97% NEW $1074.68 +2.2%
24 MRK MERCK & CO INC Healthcare 1,081,122.0 $113.8M 0.89% NEW $105.26 +8.2%
25 COP CONOCOPHILLIPS Energy 1,205,303.0 $112.8M 0.89% NEW $93.61 +15.1%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 370,916.0 $109.9M 0.86% NEW $296.21 -15.9%
27 MCD MCDONALDS CORP Consumer Cyclical 332,310.0 $101.6M 0.80% NEW $305.63 -8.8%
28 BK BANK NEW YORK MELLON CORP Financial Services 861,238.0 $100.0M 0.79% NEW $116.09 +22.2%
29 GD GENERAL DYNAMICS CORP Industrials 294,539.0 $99.2M 0.78% NEW $336.66 +4.0%
30 WFC WELLS FARGO CO NEW Financial Services 1,049,651.0 $97.8M 0.77% NEW $93.20 -11.8%
31 PRU PRUDENTIAL FINL INC Financial Services 852,803.0 $96.3M 0.76% NEW $112.88 -5.6%
32 SO SOUTHERN CO Utilities 1,047,291.0 $91.3M 0.72% NEW $87.20 +6.8%
33 AEP AMERICAN ELEC PWR CO INC Utilities 790,758.0 $91.2M 0.72% NEW $115.31 +10.7%
34 EME EMCOR GROUP INC Industrials 145,749.0 $89.2M 0.70% NEW $611.79 +36.7%
35 PEP PEPSICO INC Consumer Defensive 614,729.0 $88.2M 0.69% NEW $143.52 -1.0%
36 KO COCA COLA CO Consumer Defensive 1,249,633.0 $87.4M 0.69% NEW $69.91 +13.6%
37 PNC PNC FINL SVCS GROUP INC Financial Services 403,245.0 $84.2M 0.66% NEW $208.73 +11.2%
38 PLD PROLOGIS INC. Real Estate 655,187.0 $83.6M 0.66% NEW $127.66 +10.1%
39 QCOM QUALCOMM INC Technology 482,882.0 $82.6M 0.65% NEW $171.05 +32.2%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 2,021,397.0 $82.3M 0.65% NEW $40.73 +11.4%
Page 2 of 37  ·  723 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 24.8%
Financial Services 18.1%
Industrials 12.6%
Healthcare 10.9%
Communication Services 9.8%
Consumer Cyclical 7.4%
Consumer Defensive 7.2%
Energy 4.1%
Utilities 2.5%
Real Estate 2.5%