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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 9 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PATH UIPATH INC Technology 785,796.0 $12.9M 0.10% NEW $16.39 -37.3%
162 MS MORGAN STANLEY Financial Services 70,362.0 $12.5M 0.10% NEW $177.53 +25.7%
163 AA ALCOA CORP Basic Materials 229,484.0 $12.2M 0.10% NEW $53.14 +11.6%
164 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 132,276.0 $11.9M 0.09% NEW $90.03 -5.3%
165 EL LAUDER ESTEE COS INC Consumer Defensive 106,680.0 $11.2M 0.09% NEW $104.72 -19.0%
166 ROST ROSS STORES INC Consumer Cyclical 61,860.0 $11.1M 0.09% NEW $180.14 +29.2%
167 TOST TOAST INC Technology 309,088.0 $11.0M 0.09% NEW $35.51 -30.6%
168 OMC OMNICOM GROUP INC Communication Services 132,518.0 $10.7M 0.08% NEW $80.75 -11.6%
169 NTRS NORTHERN TR CORP Financial Services 77,855.0 $10.6M 0.08% NEW $136.59 +26.0%
170 IWR ISHARES TR 110,393.0 $10.6M 0.08% NEW $96.27 +12.7%
171 MCK MCKESSON CORP Healthcare 12,631.0 $10.4M 0.08% NEW $820.31 -8.5%
172 BXP BXP INC Real Estate 153,501.0 $10.4M 0.08% NEW $67.48 -4.1%
173 AFRM AFFIRM HLDGS INC Technology 138,574.0 $10.3M 0.08% NEW $74.43 -0.7%
174 PSTG PURE STORAGE INC Technology 153,378.0 $10.3M 0.08% NEW $67.01 +28.7%
175 EXPE EXPEDIA GROUP INC Consumer Cyclical 34,345.0 $9.7M 0.08% NEW $283.31 -15.0%
176 MWA MUELLER WTR PRODS INC Industrials 406,924.0 $9.7M 0.08% NEW $23.82 +9.7%
177 FAST FASTENAL CO Industrials 238,344.0 $9.6M 0.07% NEW $40.13 +14.4%
178 MIR MIRION TECHNOLOGIES INC Industrials 402,207.0 $9.4M 0.07% NEW $23.42 -20.5%
179 AMG AFFILIATED MANAGERS GROUP IN Financial Services 31,471.0 $9.1M 0.07% NEW $288.28 +22.4%
180 IWM ISHARES TR 36,344.0 $8.9M 0.07% NEW $246.16 +20.1%
Page 9 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%