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 USB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,775,240 | 1,456,936 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $77,429,362 | 1,451,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,243,397 | 1,474,103 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $66,372,021 | 1,466,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,358,199 | 1,453,297 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $68,007,659 | 1,421,862 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $71,865,929 | 1,571,527 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,932,340 | 1,434,064 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,844,624 | 1,405,920 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,914,439 | 1,338,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,021,236 | 1,452,548 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,351,573 | 1,433,159 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $51,285,487 | 1,422,621 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,184,395 | 1,357,129 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,910,904 | 1,337,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,972,573 | 1,303,185 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $65,179,917 | 1,226,339 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $65,449,452 | 1,165,203 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $68,980,595 | 1,160,508 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $64,640,212 | 1,134,636 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $59,708,970 | 1,079,533 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $53,639,439 | 1,151,308 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $44,312,786 | 1,236,061 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $44,082,671 | 1,197,248 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $43,210,428 | 1,254,294 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||