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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 22 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 F FORD MTR CO Consumer Cyclical 73,346.0 $962K 0.01% NEW $13.12 +7.2%
422 ETN EATON CORP PLC Industrials 3,016.0 $961K 0.01% NEW $318.56 +32.4%
423 LRN STRIDE INC Consumer Defensive 14,755.0 $958K 0.01% NEW $64.93 +27.5%
424 OBNK ORIGIN BANCORP INC Financial Services 24,653.0 $927K 0.01% NEW $37.61 -23.9%
425 MU MICRON TECHNOLOGY INC Technology 3,190.0 $911K 0.01% NEW $285.45 +297.3%
426 ITOT ISHARES TR 6,087.0 $905K 0.01% NEW $148.69 +10.2%
427 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 33,846.0 $900K 0.01% NEW $26.58 +38.9%
428 VB VANGUARD INDEX FDS 3,472.0 $896K 0.01% NEW $257.93 +15.0%
429 ORI OLD REP INTL CORP Financial Services 19,377.0 $884K 0.01% NEW $45.64 -15.2%
430 VEU VANGUARD INTL EQUITY INDEX F 11,993.0 $882K 0.01% NEW $73.56 +15.4%
431 TDY TELEDYNE TECHNOLOGIES INC Technology 1,708.0 $872K 0.01% NEW $510.71 +21.3%
432 SPDW SPDR INDEX SHS FDS 19,351.0 $859K 0.01% NEW $44.41 +16.7%
433 VTV VANGUARD INDEX FDS 4,478.0 $855K 0.01% NEW $190.98 +13.4%
434 OPCH OPTION CARE HEALTH INC Healthcare 26,461.0 $843K 0.01% NEW $31.86 -31.0%
435 EWW ISHARES INC 12,155.0 $843K 0.01% NEW $69.33 +11.5%
436 FG F&G ANNUITIES & LIFE INC Financial Services 27,315.0 $843K 0.01% NEW $30.85 -10.9%
437 PHR PHREESIA INC Healthcare 49,712.0 $841K 0.01% NEW $16.92 -44.6%
438 FIVN FIVE9 INC Technology 39,106.0 $784K 0.01% NEW $20.05 -3.2%
439 HON HONEYWELL INTL INC Industrials 3,976.0 $776K 0.01% NEW $195.13 +17.4%
440 TNET TRINET GROUP INC Industrials 13,026.0 $770K 0.01% NEW $59.13 -23.4%
Page 22 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%