How many stocks does ZACKS INVESTMENT MANAGEMENT own?

As of Q1 2026, ZACKS INVESTMENT MANAGEMENT holds 706 positions in their 13F portfolio.

What is ZACKS INVESTMENT MANAGEMENT's largest holding?

NVDA at 3.9% of portfolio, worth $488.7M.

What is ZACKS INVESTMENT MANAGEMENT's total portfolio value?

$12.5B as of Q1 2026, tracked across 706 holdings.

Is ZACKS INVESTMENT MANAGEMENT a hedge fund?

ZACKS INVESTMENT MANAGEMENT is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does ZACKS INVESTMENT MANAGEMENT report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has ZACKS INVESTMENT MANAGEMENT's portfolio changed in Q1 2026?

View ZACKS INVESTMENT MANAGEMENT's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is ZACKS INVESTMENT MANAGEMENT's investment strategy?

ZACKS INVESTMENT MANAGEMENT is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

ZACKS INVESTMENT MANAGEMENT Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

ZACKS INVESTMENT MANAGEMENT

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$12.5B

AUM

706

Positions

Q1 2026

Filing

Rating · 3.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New12%Increased32%Decreased48%Exited8%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.2 years

<1Q6%1-4Q14%1-2Y8%2Y+72%

Q1 2026 Summary

Active quarter - 111 new positions, 128 exits, 312 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $12.5B across 706 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA3.92%

AAPL3.50%

GOOGL3.44%

MSFT3.28%

CAT2.38%

JPM2.15%

WMT2.08%

XOM2.05%

AVGO1.94%

META1.91%

Other1.91%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

VRT11Q held

VERTIV HOLDINGS CO

Avg $59.34 · $36.8M est. P&L

Est. P&L

+525.66%

CAT29Q held

CATERPILLAR INC

Avg $157.08 · $303.4M est. P&L

Est. P&L

+461.74%

FIX8Q held

COMFORT SYS USA INC

Avg $406.37 · $9M est. P&L

Est. P&L

+382.88%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings706 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	2.8M	$488.7M	3.9%	—	$117.13	+96.52%	29 qtrssince 2019-Q1	Decreased 0
AAPL APPLE INC	1.7M	$436.7M	3.5%	—	$230.38	+30.32%	7 qtrssince 2024-Q3	Increased 63
GOOGL ALPHABET INC	1.5M	$429M	3.4%	—	$130.28	+204.76%	29 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	1.1M	$408.5M	3.3%	—	$221.70	+92.73%	29 qtrssince 2019-Q1	Increased 62
CAT CATERPILLAR INC	418,264	$296.3M	2.4%	—	$157.08	+461.74%	29 qtrssince 2019-Q1	Decreased 0
JPM JPMORGAN CHASE & CO	912,899	$268.5M	2.2%	—	$117.67	+153.09%	29 qtrssince 2019-Q1	Decreased 0
WMT WALMART INC	2.1M	$259.5M	2.1%	—	$57.83	+126.72%	29 qtrssince 2019-Q1	Decreased 0
XOM EXXON MOBIL CORP	1.5M	$255.5M	2.0%	—	$69.87	+126.03%	29 qtrssince 2019-Q1	Decreased 0
AVGO BROADCOM INC	782,470	$242.2M	1.9%	—	$179.23	+138.61%	29 qtrssince 2019-Q1	Increased 48
META META PLATFORMS INC	416,169	$238.1M	1.9%	—	$404.48	+52.99%	29 qtrssince 2019-Q1	Decreased 0
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