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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 32 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LNC LINCOLN NATL CORP IND Financial Services 5,559.0 $248K 0.00% NEW $44.53 -16.5%
622 CAG CONAGRA BRANDS INC Consumer Defensive 14,262.0 $247K 0.00% NEW $17.31 -23.7%
623 NXPI NXP SEMICONDUCTORS N V Technology 1,137.0 $247K 0.00% NEW $217.01 +44.4%
624 TPL TEXAS PACIFIC LAND CORPORATI Energy 858.0 $246K 0.00% NEW $287.22 +23.6%
625 NEBIUS GROUP N.V. 2,937.0 $246K 0.00% NEW $83.71
626 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 21,525.0 $246K 0.00% NEW $11.41 +13.6%
627 SMH VANECK ETF TRUST 676.0 $244K 0.00% NEW $360.35 +83.1%
628 CNOB CONNECTONE BANCORP INC Financial Services 9,264.0 $243K 0.00% NEW $26.22 +23.8%
629 XMHQ INVESCO EXCHANGE TRADED FD T 2,372.0 $243K 0.00% NEW $102.40 +8.1%
630 SCHM SCHWAB STRATEGIC TR 8,049.0 $242K 0.00% NEW $30.07 +20.0%
631 FBK FB FINL CORP Financial Services 4,330.0 $242K 0.00% NEW $55.80 -3.7%
632 FORM FORMFACTOR INC Technology 4,315.0 $241K 0.00% NEW $55.78 +168.1%
633 XSD SPDR SERIES TRUST 745.0 $240K 0.00% NEW $321.65 +97.8%
634 EBAY EBAY INC. Consumer Cyclical 2,747.0 $239K 0.00% NEW $87.10 +24.3%
635 TRGP TARGA RES CORP Energy 1,297.0 $239K 0.00% NEW $184.45 +40.2%
636 CRAI CRA INTL INC Industrials 1,181.0 $237K 0.00% NEW $200.66 -30.9%
637 PNTG PENNANT GROUP INC Healthcare 8,371.0 $236K 0.00% NEW $28.15 +18.8%
638 PAYX PAYCHEX INC Industrials 2,091.0 $235K 0.00% NEW $112.18 -12.4%
639 EXACT SCIENCES CORP 2,309.0 $234K 0.00% NEW $101.54
640 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 9,835.0 $233K 0.00% NEW $23.65 -11.2%
Page 32 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%