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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 10 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IEFA ISHARES TR 84,497.0 $7.6M 0.06% +2K +3.0% $90.53 +7.5%
182 UI UBIQUITI INC Technology 9,625.0 $7.6M 0.06% +121.0 +1.3% $790.32 -25.4%
183 WDC WESTERN DIGITAL CORP Technology 27,075.0 $7.3M 0.06% +885.0 +3.4% $270.49 +175.9%
184 MIR MIRION TECHNOLOGIES INC Industrials 388,877.0 $7.2M 0.06% -13K -3.3% $18.59 +0.1%
185 ALL ALLSTATE CORP Financial Services 32,970.0 $6.8M 0.06% +7K +25.5% $207.34 +6.7%
186 HHH HOWARD HUGHES HOLDINGS INC Real Estate 107,964.0 $6.8M 0.06% +2K +2.4% $63.26 +5.7%
187 LFUS LITTELFUSE INC Technology 19,663.0 $6.7M 0.05% +2K +10.8% $339.35 +41.4%
188 SPIB SPDR SERIES TRUST 198,638.0 $6.7M 0.05% -9K -4.2% $33.54 -0.4%
189 OKTA OKTA INC Technology 84,411.0 $6.6M 0.05% +2K +2.1% $78.71 +49.7%
190 TSN TYSON FOODS INC Consumer Defensive 103,608.0 $6.6M 0.05% +5K +4.6% $64.07 -13.4%
191 EPR EPR PPTYS Real Estate 131,386.0 $6.6M 0.05% +17K +14.8% $49.96 +15.1%
192 CHRW C H ROBINSON WORLDWIDE IN Industrials 38,935.0 $6.5M 0.05% +2K +5.0% $166.07 +11.4%
193 SF STIFEL FINL CORP Financial Services 84,953.0 $6.3M 0.05% +31K +56.2% $73.92 -0.5%
194 ALNT ALLIENT INC Technology 105,333.0 $6.2M 0.05% +1K +1.1% $59.09 +62.2%
195 NXT NEXTPOWER INC Technology 51,512.0 $6.2M 0.05% -1K -1.9% $120.55 +4.4%
196 AEE AMEREN CORP Utilities 56,040.0 $6.2M 0.05% NEW $109.92 -1.1%
197 VGSH VANGUARD SCOTTSDALE FDS 103,119.0 $6.0M 0.05% -17K -14.0% $58.54 -0.7%
198 EWBC EAST WEST BANCORP INC Financial Services 56,014.0 $6.0M 0.05% +3K +5.0% $106.76 +18.8%
199 NYT NEW YORK TIMES CO MTN BE Communication Services 70,759.0 $5.9M 0.05% +29K +69.6% $83.73 -12.7%
200 SCHE SCHWAB STRATEGIC TR 179,057.0 $5.9M 0.05% -4K -2.0% $32.95 +11.9%
Page 10 of 36  ·  706 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%