ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
554 positions ·
$12,043,625,985 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,801,904 | $488,652,056 | 4.06% |
| AAPL |
Apple Inc.
Technology
|
1,720,858 | $436,736,551 | 3.63% |
| 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 | 1.98% |
Portfolio Trend
Holdings in DOC
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,128,853 | 981,671 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,793,342 | 919,984 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,457,165 | 1,016,040 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,805,341 | 1,016,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,900,992 | 1,478,783 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,938,222 | 1,427,638 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,671,803 | 1,341,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,648,136 | 1,257,558 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,836,212 | 1,004,598 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,317,445 | 1,430,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,533,356 | 1,227,307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,765,390 | 1,232,109 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $26,733,469 | 1,216,817 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,410,828 | 1,133,260 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,942,185 | 1,131,858 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,299,834 | 1,092,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $35,883,020 | 1,045,238 | Shares | Sole | 2022-05-13 | |
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