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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 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FTDR FRONTDOOR INC Consumer Cyclical 7,945.0 $420K 0.00% -306.0 -3.7% $52.86 +35.4%
162 JHPI JOHN HANCOCK EXCHANGE TRADED 18,116.0 $409K 0.00% -7K -26.6% $22.58 +1.5%
163 MUB ISHARES TR 3,844.0 $408K 0.00% -72.0 -1.8% $106.15 +1.1%
164 TPL TEXAS PACIFIC LAND CORPORATI Energy 838.0 $398K 0.00% -20.0 -2.3% $474.56 -25.2%
165 DIS DISNEY WALT CO Communication Services 4,123.0 $397K 0.00% -88.0 -2.1% $96.37 +7.8%
166 DTE DTE ENERGY CO Utilities 2,704.0 $395K 0.00% -1K -27.9% $146.21 +0.9%
167 CRWD CROWDSTRIKE HLDGS INC Technology 1,008.0 $394K 0.00% -571.0 -36.2% $390.58 +75.3%
168 ESTC ELASTIC N V Technology 7,702.0 $385K 0.00% -22K -74.2% $49.99 +18.0%
169 GM GENERAL MTRS CO Consumer Cyclical 5,089.0 $379K 0.00% -2K -24.8% $74.50 +6.4%
170 UGI UGI CORP NEW Utilities 10,398.0 $379K 0.00% -5K -31.9% $36.42 -7.2%
171 HCA HCA HEALTHCARE INC Healthcare 788.0 $373K 0.00% -578.0 -42.3% $473.53 -20.8%
172 MTRN MATERION CORP Basic Materials 2,506.0 $362K 0.00% -428.0 -14.6% $144.63 +90.1%
173 NPK INTERNATIONAL INC 24,528.0 $355K 0.00% -7K -21.4% $14.49
174 HPE HEWLETT PACKARD ENTERPRISE C Technology 14,791.0 $352K 0.00% -2K -10.2% $23.81 +99.1%
175 TRV TRAVELERS COMPANIES INC Financial Services 1,182.0 $345K 0.00% -21.0 -1.8% $291.77 +5.5%
176 PRAA PRA GROUP INC Financial Services 18,931.0 $331K 0.00% -6K -25.0% $17.50 -14.6%
177 CVS CVS HEALTH CORP Healthcare 4,528.0 $325K 0.00% -3K -37.7% $71.81 +36.9%
178 VREX VAREX IMAGING CORP Healthcare 30,298.0 $321K 0.00% -4K -11.2% $10.61 -3.9%
179 NICE NICE LTD Technology 2,873.0 $317K 0.00% -3K -49.0% $110.25 -23.2%
180 SHOP SHOPIFY INC Technology 2,651.0 $314K 0.00% -2K -37.4% $118.61 -8.2%
Page 9 of 11  ·  218 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%