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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 12 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WTS WATTS WATER TECHNOLOGIES INC Industrials 18,092.0 $5.3M 0.04% +1K +6.3% $290.28 +18.5%
222 EIX EDISON INTL Utilities 71,487.0 $5.2M 0.04% +3K +3.9% $73.18 -1.8%
223 EVR EVERCORE INC Financial Services 17,242.0 $5.1M 0.04% -882.0 -4.9% $298.50 +24.5%
224 FORTINET INC 62,958.0 $5.1M 0.04% -23K -26.6% $81.72
225 TRMB TRIMBLE INC Technology 78,639.0 $5.1M 0.04% +23K +42.1% $65.23 -24.6%
226 CVNA CARVANA CO Consumer Cyclical 16,151.0 $5.1M 0.04% -474.0 -2.9% $314.39 -78.8%
227 DG DOLLAR GEN CORP Consumer Defensive 42,624.0 $5.1M 0.04% NEW $118.73 -4.4%
228 RNR RENAISSANCERE HLDGS LTD Financial Services 16,941.0 $5.0M 0.04% +5K +43.1% $297.23 +0.7%
229 IWF ISHARES TR 11,768.0 $5.0M 0.04% -18K -59.9% $426.40 -71.1%
230 ARW ARROW ELECTRS INC Technology 34,894.0 $5.0M 0.04% NEW $143.41 +62.3%
231 TECHNIPFMC PLC 71,685.0 $5.0M 0.04% NEW $69.13
232 VCSH VANGUARD SCOTTSDALE FDS 59,652.0 $4.7M 0.04% -3K -5.0% $79.27 -0.5%
233 TCBI TEXAS CAP BANCSHARES INC Financial Services 49,549.0 $4.7M 0.04% +3K +5.9% $94.88 +4.4%
234 STRL STERLING INFRASTRUCTURE INC Industrials 11,481.0 $4.7M 0.04% +158.0 +1.4% $407.27 +111.6%
235 IWV ISHARES TR 12,531.0 $4.6M 0.04% -26K -67.1% $370.68 +14.6%
236 KRYS KRYSTAL BIOTECH INC Healthcare 17,919.0 $4.6M 0.04% NEW $258.31 +34.7%
237 DRI DARDEN RESTAURANTS INC Consumer Cyclical 23,536.0 $4.6M 0.04% +1K +5.8% $196.05 +8.9%
238 EXPD EXPEDITORS INTL WASH INC Industrials 31,965.0 $4.6M 0.04% +1K +4.2% $143.23 +12.6%
239 PRIM PRIMORIS SVCS CORP Industrials 31,903.0 $4.6M 0.04% +2K +5.4% $143.04 -29.2%
240 SANDISK CORP 6,939.0 $4.4M 0.04% NEW $635.35
Page 12 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%