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 PEG
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,925,116 | 690,860 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $55,350,709 | 689,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,289,631 | 698,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,874,650 | 699,390 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $57,059,248 | 693,308 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $57,907,164 | 685,373 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $67,055,142 | 751,655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $49,905,070 | 677,138 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $43,993,194 | 658,778 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,266,188 | 642,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,873,513 | 683,070 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,286,543 | 675,396 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $42,223,007 | 676,109 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,996,443 | 652,790 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,416,015 | 629,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,619,024 | 610,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $40,705,770 | 581,511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,725,589 | 550,361 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $33,004,633 | 541,948 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,475,691 | 526,878 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,966,697 | 497,703 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,720,213 | 544,086 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $30,762,833 | 560,241 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,679,807 | 522,372 | Shares | Sole | 2020-08-14 | |
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