ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
513 positions ·
$11,679,319,418 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
|
2,823,493 | $526,581,444 | 4.51% |
| MSFT |
Microsoft Corp
|
1,017,084 | $491,882,164 | 4.21% |
| GOOGL |
Alphabet Inc.
|
1,499,508 | $469,346,004 | 4.02% |
| AAPL |
Apple Inc.
|
1,580,088 | $429,562,723 | 3.68% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,091,509 | $351,706,029 | 3.01% |
| META |
Meta Platforms, Inc.
|
448,356 | $295,955,312 | 2.53% |
| AVGO |
Broadcom Inc.
|
780,580 | $270,158,738 | 2.31% |
| AMZN |
Amazon Com Inc
|
1,085,578 | $250,573,113 | 2.15% |
| CAT |
Caterpillar Inc
|
421,914 | $241,701,873 | 2.07% |
| WMT |
Walmart Inc.
|
2,123,056 | $236,529,668 | 2.03% |
Portfolio Trend
Holdings in KBDC
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $257,044 | 17,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,094 | 17,950 | Shares | Sole | 2025-11-14 | |
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