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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 6 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UBER UBER TECHNOLOGIES INC Technology 389,319.0 $31.8M 0.25% NEW $81.71 -12.3%
102 SPY SPDR S&P 500 ETF TR Financial Services 46,474.0 $31.7M 0.25% NEW $681.92 +9.5%
103 V VISA INC Financial Services 90,251.0 $31.7M 0.25% NEW $350.71 -6.7%
104 FN FABRINET Technology 69,110.0 $31.5M 0.25% NEW $455.28 +26.0%
105 TMUS T-MOBILE US INC Communication Services 154,427.0 $31.4M 0.25% NEW $203.04 -10.5%
106 AMGN AMGEN INC Healthcare 95,334.0 $31.2M 0.24% NEW $327.31 +3.1%
107 BR BROADRIDGE FINL SOLUTIONS IN Technology 138,905.0 $31.0M 0.24% NEW $223.17 -38.3%
108 ORCL ORACLE CORP Technology 158,921.0 $31.0M 0.24% NEW $194.91 -5.4%
109 FNF FIDELITY NATIONAL FINANCIAL Financial Services 563,344.0 $30.8M 0.24% NEW $54.59 -14.2%
110 SHY ISHARES TR 364,403.0 $30.2M 0.24% NEW $82.82 -1.0%
111 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 107,100.0 $29.9M 0.23% NEW $278.92 +12.0%
112 HSY HERSHEY CO Consumer Defensive 157,096.0 $28.6M 0.23% NEW $181.98 -5.1%
113 INTU INTUIT Technology 43,086.0 $28.5M 0.22% NEW $662.43 -59.7%
114 CASY CASEYS GEN STORES INC Consumer Cyclical 51,436.0 $28.4M 0.22% NEW $552.71 +52.4%
115 HOOD ROBINHOOD MKTS INC Financial Services 239,179.0 $27.1M 0.21% NEW $113.10 -4.4%
116 MA MASTERCARD INCORPORATED Financial Services 46,526.0 $26.6M 0.21% NEW $570.88 -14.2%
117 MDB MONGODB INC Technology 62,976.0 $26.4M 0.21% NEW $419.69 -20.7%
118 ADI ANALOG DEVICES INC Technology 97,202.0 $26.4M 0.21% NEW $271.20 +60.2%
119 VRTX VERTEX PHARMACEUTICALS INC Healthcare 56,626.0 $25.7M 0.20% NEW $453.36 -0.4%
120 GE GE AEROSPACE Industrials 81,767.0 $25.2M 0.20% NEW $308.03 +16.1%
Page 6 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%