ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
558 positions ·
$12,056,798,331 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 ARVN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,966 | 66,978 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,763,629 | 148,704 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,346,841 | 158,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $668,722 | 90,859 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $644,372 | 91,791 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,657,208 | 86,448 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,212,439 | 89,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,177,462 | 81,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,129,890 | 75,821 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,950,966 | 71,695 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||