ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
558 positions ·
$12,057,093,481 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,801,904 | $488,652,056 | 4.05% | |
| AAPL |
Apple Inc.
Technology
|
1,720,858 | $436,736,551 | 3.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,491,953 | $429,026,003 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
1,103,632 | $408,531,456 | 3.39% | |
| CAT |
Caterpillar Inc
Industrials
|
418,264 | $296,323,312 | 2.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
912,899 | $268,538,369 | 2.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,088,174 | $259,518,264 | 2.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,505,905 | $255,491,841 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
782,470 | $242,182,289 | 2.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
416,169 | $238,102,769 | 1.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AIZ
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,365,406 | 70,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,816,628 | 69,822 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,886,268 | 68,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,526,287 | 68,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,359,904 | 68,462 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,153,756 | 66,381 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,447,112 | 67,621 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,627,543 | 51,895 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,961,353 | 47,606 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,505,892 | 44,548 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $12,150,963 | 83,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,723,881 | 85,183 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,639,860 | 80,514 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $11,736,757 | 74,401 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,823,327 | 37,286 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,279,514 | 37,240 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,009,490 | 36,775 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,514,066 | 37,211 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,842,388 | 37,200 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,802,511 | 36,531 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||