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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 28 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 POOL POOL CORP Industrials 1,721.0 $394K 0.00% NEW $228.73 -13.0%
542 NOC NORTHROP GRUMMAN CORP Industrials 688.0 $392K 0.00% NEW $569.95 -8.5%
543 INTA INTAPP INC Technology 8,514.0 $390K 0.00% NEW $45.82 -51.9%
544 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,269.0 $389K 0.00% NEW $91.22 -4.8%
545 WEC WEC ENERGY GROUP INC Utilities 3,666.0 $387K 0.00% NEW $105.45 +6.4%
546 VTEB VANGUARD MUN BD FDS 7,613.0 $383K 0.00% NEW $50.29 +0.3%
547 HAMILTON INSURANCE GROUP LTD 13,562.0 $378K 0.00% NEW $27.90
548 HPQ HP INC Technology 16,975.0 $378K 0.00% NEW $22.28 +5.5%
549 IXN ISHARES TR 3,576.0 $375K 0.00% NEW $105.00 +39.4%
550 TEL TE CONNECTIVITY PLC Technology 1,642.0 $374K 0.00% NEW $227.52 -4.3%
551 NPK INTERNATIONAL INC 31,194.0 $372K 0.00% NEW $11.92
552 GDXY TIDAL TRUST II 22,928.0 $367K 0.00% NEW $16.02 -31.0%
553 MTRN MATERION CORP Basic Materials 2,934.0 $365K 0.00% NEW $124.31 +121.2%
554 XLF SELECT SECTOR SPDR TR 6,606.0 $362K 0.00% NEW $54.77 -2.2%
555 VV VANGUARD INDEX FDS 1,142.0 $359K 0.00% NEW $314.76 +9.6%
556 CRC CALIFORNIA RES CORP Energy 7,995.0 $357K 0.00% NEW $44.71 +23.7%
557 MELI MERCADOLIBRE INC Consumer Cyclical 177.0 $356K 0.00% NEW $2010.41 -18.7%
558 TRV TRAVELERS COMPANIES INC Financial Services 1,203.0 $349K 0.00% NEW $290.05 +6.1%
559 CB CHUBB LIMITED Financial Services 1,094.0 $341K 0.00% NEW $312.12 +3.6%
560 IQVIA HLDGS INC 1,510.0 $340K 0.00% NEW $225.39
Page 28 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%