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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 8 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRM SALESFORCE INC Technology 87,211.0 $16.3M 0.13% +845.0 +1.0% $186.67 -18.7%
142 LQD ISHARES TR 148,909.0 $16.2M 0.13% $108.99 +0.1%
143 ZM ZOOM COMMUNICATIONS INC Technology 200,942.0 $16.2M 0.13% -7K -3.1% $80.39 +7.4%
144 BSX BOSTON SCIENTIFIC CORP Healthcare 257,129.0 $16.1M 0.13% +1K +0.6% $62.75 -27.8%
145 DOC HEALTHPEAK PROPERTIES INC Real Estate 981,671.0 $16.1M 0.13% +62K +6.7% $16.43 +19.1%
146 WTFC WINTRUST FINL CORP Financial Services 111,201.0 $15.5M 0.12% +4K +4.1% $138.94 +10.9%
147 AIZ ASSURANT INC Financial Services 70,545.0 $15.4M 0.12% +723.0 +1.0% $217.81 +19.3%
148 ISRG INTUITIVE SURGICAL INC Healthcare 32,939.0 $15.2M 0.12% +1K +3.3% $460.99 -11.8%
149 ROST ROSS STORES INC Consumer Cyclical 66,970.0 $14.5M 0.12% +5K +8.3% $216.63 +7.5%
150 HOOD ROBINHOOD MKTS INC Financial Services 208,869.0 $14.5M 0.12% -30K -12.7% $69.30 +56.1%
151 BIL SPDR SERIES TRUST 156,568.0 $14.3M 0.12% -41K -20.8% $91.64 -0.1%
152 MAA MID-AMER APT CMNTYS INC Real Estate 115,999.0 $14.2M 0.11% $122.12 +8.5%
153 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 136,017.0 $13.4M 0.11% +4K +2.8% $98.42 -13.4%
154 PSX PHILLIPS 66 Energy 72,664.0 $13.2M 0.11% +4K +6.2% $182.18 -8.8%
155 DELL DELL TECHNOLOGIES INC Technology 76,387.0 $12.5M 0.10% +9K +12.5% $164.13 +149.8%
156 TWLO TWILIO INC Communication Services 96,943.0 $12.2M 0.10% $125.82 +48.0%
157 BERKSHIRE HATHAWAY INC DEL 25,433.0 $12.2M 0.10% -227.0 -0.9% $479.20
158 ROKU ROKU INC Communication Services 124,445.0 $11.8M 0.09% +4K +3.5% $94.62 +45.9%
159 RBC RBC BEARINGS INC Industrials 21,538.0 $11.7M 0.09% NEW $543.13 +17.7%
160 FAST FASTENAL CO Industrials 242,272.0 $11.2M 0.09% +4K +1.6% $46.40 -1.1%
Page 8 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%