ZACKS INVESTMENT MANAGEMENT
Top Portfolio Positions
558 positions ·
$12,056,798,331 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 WPC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,602,570 | 568,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,998,221 | 559,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,645,850 | 571,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,534,767 | 569,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,492,874 | 562,397 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,051,643 | 514,898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,240,113 | 613,806 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,537,941 | 554,731 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,547,924 | 541,246 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,866,317 | 507,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,433,303 | 555,684 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,078,715 | 560,352 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $42,433,192 | 559,384 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $91,780,624 | 1,199,079 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,718,637 | 522,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,310,117 | 509,023 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,776,281 | 477,110 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $35,730,810 | 444,621 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $31,813,959 | 444,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,911,848 | 436,639 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,937,785 | 431,974 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $29,728,487 | 430,048 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $30,233,928 | 473,739 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $32,160,334 | 485,376 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $26,932,620 | 473,454 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||