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 HLIO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,779,451 | 33,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,777,007 | 34,088 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $950,721 | 11,847 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,113,750 | 10,590 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $221,122 | 2,693 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $254,364 | 3,259 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||