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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 4 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MO ALTRIA GROUP INC Consumer Defensive 898,038.0 $59.3M 0.47% -6K -0.6% $65.99 +4.7%
62 C CITIGROUP INC Financial Services 507,807.0 $57.6M 0.46% -5K -1.0% $113.41 +26.2%
63 LHX L3HARRIS TECHNOLOGIES INC Industrials 162,834.0 $56.2M 0.45% $345.15 -14.6%
64 HIG HARTFORD INSURANCE GROUP INC Financial Services 413,900.0 $56.0M 0.45% -12K -2.7% $135.23 -5.2%
65 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 690,860.0 $55.9M 0.45% $80.95 -1.3%
66 UNH UNITEDHEALTH GROUP INC Healthcare 205,953.0 $55.7M 0.45% +12K +6.2% $270.59 +48.2%
67 GLW CORNING INC Technology 397,222.0 $54.0M 0.43% -35K -8.0% $135.97 +43.4%
68 TJX TJX COS INC NEW Consumer Cyclical 326,948.0 $52.2M 0.42% -8K -2.4% $159.70 +2.6%
69 LRCX LAM RESEARCH CORP Technology 232,262.0 $49.6M 0.40% +3K +1.2% $213.66 +82.1%
70 MDT MEDTRONIC PLC Healthcare 563,265.0 $48.8M 0.39% $86.65 -8.4%
71 RTX RTX CORPORATION Industrials 234,992.0 $45.3M 0.36% -6K -2.5% $192.90 -3.8%
72 CFG CITIZENS FINL GROUP INC Financial Services 752,253.0 $45.1M 0.36% +150K +25.0% $59.97 +11.9%
73 CTAS CINTAS CORP Industrials 266,389.0 $45.1M 0.36% +10K +3.9% $169.14 +1.0%
74 BALL BALL CORP Consumer Cyclical 754,966.0 $44.6M 0.36% NEW $59.11 -2.4%
75 LAMR LAMAR ADVERTISING CO Real Estate 350,071.0 $44.3M 0.36% -2K -0.6% $126.66 +18.2%
76 HWM HOWMET AEROSPACE INC Industrials 185,544.0 $42.8M 0.34% +6K +3.5% $230.46 +20.5%
77 MS MORGAN STANLEY Financial Services 256,101.0 $42.1M 0.34% +186K +264.0% $164.57 +35.6%
78 CCI CROWN CASTLE INC Real Estate 517,355.0 $42.1M 0.34% +33K +6.8% $81.31 +0.9%
79 BDX BECTON DICKINSON & CO Healthcare 265,429.0 $41.7M 0.34% +22K +9.2% $157.23 -8.4%
80 HSY HERSHEY CO Consumer Defensive 200,228.0 $41.6M 0.33% +43K +27.5% $207.89 -17.0%
Page 4 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%