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 MMS
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,102,631 | 48,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,670,412 | 42,521 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,073,547 | 44,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $355,773 | 5,068 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $345,655 | 5,069 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $328,982 | 4,407 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $4,241,749 | 56,799 | Shares | Sole | 2023-11-14 | |
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