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 UI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,606,540 | 9,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,259,038 | 9,504 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,355,439 | 9,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,774,121 | 45,607 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,960,331 | 45,013 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,439,286 | 43,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,891,858 | 40,104 | Shares | Sole | 2024-11-14 | |
| 2020-12-31 | $3,262,744 | 11,715 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||