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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 27 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FTDR FRONTDOOR INC Consumer Cyclical 7,945.0 $420K 0.00% -306.0 -3.7% $52.86 +35.4%
522 JHPI JOHN HANCOCK EXCHANGE TRADED 18,116.0 $409K 0.00% -7K -26.6% $22.58 +1.5%
523 MUB ISHARES TR 3,844.0 $408K 0.00% -72.0 -1.8% $106.15 +1.1%
524 PTON PELOTON INTERACTIVE INC Consumer Cyclical 93,479.0 $401K 0.00% +8K +9.6% $4.29 +34.5%
525 XLV SELECT SECTOR SPDR TR 2,724.0 $399K 0.00% +1K +60.5% $146.62 +1.9%
526 TPL TEXAS PACIFIC LAND CORPORATI Energy 838.0 $398K 0.00% -20.0 -2.3% $474.56 -25.2%
527 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,307.0 $398K 0.00% +38.0 +0.9% $92.31 -5.9%
528 DIS DISNEY WALT CO Communication Services 4,123.0 $397K 0.00% -88.0 -2.1% $96.37 +7.8%
529 A AGILENT TECHNOLOGIES INC Healthcare 3,485.0 $397K 0.00% $113.96 +11.5%
530 DTE DTE ENERGY CO Utilities 2,704.0 $395K 0.00% -1K -27.9% $146.21 +0.9%
531 CRWD CROWDSTRIKE HLDGS INC Technology 1,008.0 $394K 0.00% -571.0 -36.2% $390.58 +75.3%
532 ASTS AST SPACEMOBILE INC Technology 4,732.0 $392K 0.00% NEW $82.87 -2.7%
533 MELI MERCADOLIBRE INC Consumer Cyclical 225.0 $390K 0.00% +48.0 +27.1% $1732.03 -5.6%
534 BLD TOPBUILD COR Industrials 1,107.0 $389K 0.00% NEW $351.14 +21.5%
535 VTEB VANGUARD MUN BD FDS 7,731.0 $386K 0.00% +118.0 +1.6% $49.89 +1.1%
536 ESTC ELASTIC N V Technology 7,702.0 $385K 0.00% -22K -74.2% $49.99 +18.0%
537 SMBC SOUTHERN MO BANCORP INC Financial Services 6,020.0 $385K 0.00% +648.0 +12.1% $63.94 +13.4%
538 GM GENERAL MTRS CO Consumer Cyclical 5,089.0 $379K 0.00% -2K -24.8% $74.50 +6.4%
539 UGI UGI CORP NEW Utilities 10,398.0 $379K 0.00% -5K -31.9% $36.42 -7.2%
540 SPGI S&P GLOBAL INC Financial Services 884.0 $376K 0.00% $425.34 -3.4%
Page 27 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%