Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$9.38B
Total Bought
$1.83B
Total Sold
$542.09M
Net Transaction
+$1.29B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)295,496317,573+22,077146,336286,9463.06%+140,610
MICROSOFT CORP(MSFT)983,5471,020,560+37,013369,853429,3704.58%+59,517
META PLATFORMS INC(META)309,107342,116+33,009109,411166,1241.77%+56,713
CATERPILLAR INC(CAT)500,890521,038+20,148148,098190,9242.04%+42,826
AMAZON COM INC(AMZN)913,516997,800+84,284138,800179,9831.92%+41,184
JPMORGAN CHASE & CO(JPM)1,108,8731,139,233+30,360188,619228,1882.43%+39,569
AMERICAN ELEC PWR CO INC0706,238+706,238060,8070.65%+60,807
ABBVIE INC(ABBV)0723,286+723,2860131,7101.40%+131,710
MERCK & CO INC(MRK)0910,251+910,2510120,1081.28%+120,108
NETFLIX INC(NFLX)67,054100,110+33,05632,64760,8000.65%+28,153
NUCOR CORP(NUE)0140,519+140,519027,8090.30%+27,809
ISHARES TR0750,002+750,002073,4550.78%+73,455
ALPHABET INC(GOOG)1,069,7731,155,297+85,524149,437174,3691.86%+24,932
HOME DEPOT INC(HD)455,165474,940+19,775157,738182,1871.94%+24,449
PROCTER AND GAMBLE CO(PG)01,146,528+1,146,5280186,0241.98%+186,024
BROADCOM INC(AVGO)92,73296,363+3,631103,512127,7201.36%+24,208
APPLIED MATLS INC535,500537,338+1,83886,788110,8151.18%+24,027
ELI LILLY & CO(LLY)87,39696,158+8,76250,94574,8070.80%+23,863
VERTEX PHARMACEUTICALS INC(VRTX)054,333+54,333022,7120.24%+22,712
EXXON MOBIL CORP01,271,512+1,271,5120147,8011.58%+147,801
QUALCOMM INC(QCOM)451,817501,389+49,57265,34884,8880.91%+19,540
HCA HEALTHCARE INC(HCA)056,102+56,102018,7110.20%+18,711
CADENCE DESIGN SYSTEM INC(CDNS)133,268174,175+40,90736,29854,2170.58%+17,919
NIKE INC(NKE)0334,215+334,215031,4100.33%+31,410
CONOCOPHILLIPS(COP)01,187,482+1,187,4820151,1431.61%+151,143
METLIFE INC(MET)01,579,547+1,579,5470117,0601.25%+117,060
WALMART INC(WMT)01,894,791+1,894,7910114,0101.22%+114,010
SPOTIFY TECHNOLOGY S A(SPOT)060,987+60,987016,0950.17%+16,095
CHEVRON CORP NEW(CVX)01,046,840+1,046,8400165,1291.76%+165,129
EMCOR GROUP INC(EME)92,65797,755+5,09819,96134,2340.37%+14,273
GALLAGHER ARTHUR J & CO(AJG)0479,034+479,0340119,7781.28%+119,778
PRUDENTIAL FINL INC(PFH)0813,855+813,855095,5471.02%+95,547
BANK AMERICA CORP1,982,3712,104,011+121,64066,74679,7840.85%+13,038
MCKESSON CORP(MCK)037,686+37,686020,2320.22%+20,232
VERIZON COMMUNICATIONS INC(VZ)1,840,6551,945,155+104,50069,39381,6190.87%+12,226
ADVANCED MICRO DEVICES INC(AMD)149,837189,383+39,54622,08734,1820.36%+12,094
UBER TECHNOLOGIES INC(UBER)0439,909+439,909033,8690.36%+33,869
ORACLE CORP(ORCL)438,506463,647+25,14146,23258,2390.62%+12,007
BRISTOL-MYERS SQUIBB CO(BMY)0223,691+223,691012,1310.13%+12,131
HARTFORD FINL SVCS GROUP INC(HIG)336,971368,907+31,93627,08638,0160.41%+10,930
BOSTON SCIENTIFIC CORP(BSX)0158,675+158,675010,8680.12%+10,868
AMERICAN EXPRESS CO(AXP)166,268180,745+14,47731,14941,1540.44%+10,005
CARDINAL HEALTH INC(CAH)101,479178,131+76,65210,22919,9330.21%+9,704
VERTIV HOLDINGS CO(VRT)226,482248,245+21,76310,87820,2740.22%+9,396
PARKER-HANNIFIN CORP(PH)88,11089,791+1,68140,59349,9050.53%+9,312
SYNOPSYS INC(SNPS)84,72991,641+6,91243,62852,3730.56%+8,745
CASEYS GEN STORES INC(CASY)042,167+42,167013,4280.14%+13,428
ITRON INC(ITRI)093,330+93,33008,6350.09%+8,635
INTERNATIONAL BUSINESS MACHS(IBM)269,460275,432+5,97244,07052,5970.56%+8,527
GENERAL DYNAMICS CORP(GD)261,781269,805+8,02467,97776,2170.81%+8,241
ALLISON TRANSMISSION HLDGS I(ALSN)0100,375+100,37508,1460.09%+8,146
DOW INC(DOW)01,283,087+1,283,087074,3290.79%+74,329
SPDR SER TR
ST STR CORPO ETF
0265,282+265,28207,7220.08%+7,722
BERKLEY W R CORP0176,038+176,038015,5690.17%+15,569
ISHARES TR0164,147+164,147017,8790.19%+17,879
JOHNSON & JOHNSON(JNJ)0831,122+831,1220131,4751.40%+131,475
FORD MTR CO DEL(F)04,086,096+4,086,096054,2630.58%+54,263
NORTHERN TR CORP(NTRS)083,325+83,32507,4090.08%+7,409
ECOLAB INC(ECL)055,342+55,342012,7780.14%+12,778
JACOBS SOLUTIONS INC(J)224,492236,599+12,10729,13936,3720.39%+7,233
VEEVA SYS INC(VEEV)029,937+29,93706,9360.07%+6,936
FIFTH THIRD BANCORP(FITB)1,460,4171,538,951+78,53450,37057,2640.61%+6,895
BOOZ ALLEN HAMILTON HLDG COR065,515+65,51509,7250.10%+9,725
JOHNSON CTLS INTL PLC
SHS
0607,098+607,098039,6560.42%+39,656
MARRIOTT INTL INC NEW(MAR)125,706139,372+13,66628,34835,1650.38%+6,817
CITIGROUP INC(C)459,973481,149+21,17623,66130,4280.32%+6,767
VANGUARD BD INDEX FDS096,560+96,56007,0130.07%+7,013
EMERSON ELEC CO(EMR)0362,239+362,239041,0850.44%+41,085
TRUIST FINL CORP(TFC)360,665507,928+147,26313,31619,7990.21%+6,483
REPUBLIC SVCS INC(RSG)149,705162,807+13,10224,68831,1680.33%+6,480
BANK NEW YORK MELLON CORP802,845834,802+31,95741,78848,1010.51%+6,313
PURE STORAGE INC(P)0337,827+337,827017,5640.19%+17,564
PACCAR INC(PCAR)0178,789+178,789022,1500.24%+22,150
BLACKROCK INC(BLK)129,458133,342+3,884105,094111,1671.19%+6,073
AMERIPRISE FINL INC(AMP)067,139+67,139029,4360.31%+29,436
CINTAS CORP(CTAS)42,14545,163+3,01825,39931,0290.33%+5,630
ISHARES TR0349,503+349,503028,5820.30%+28,582
SYNOVUS FINL CORP0139,279+139,27905,5800.06%+5,580
E L F BEAUTY INC(ELF)86,23991,721+5,48212,44817,9800.19%+5,532
COCA COLA CO(KO)01,171,515+1,171,515071,6730.76%+71,673
COSTCO WHSL CORP NEW(COST)036,431+36,431026,6900.28%+26,690
DANAHER CORPORATION(DHR)0203,109+203,109050,7200.54%+50,720
ABBOTT LABS479,042510,776+31,73452,72858,0550.62%+5,327
STEEL DYNAMICS INC(STLD)035,059+35,05905,1970.06%+5,197
ISHARES TR
CORE DIV GRWTH
088,921+88,92105,1630.06%+5,163
ICU MED INC(ICUI)047,989+47,98905,1500.05%+5,150
LAMB WESTON HLDGS INC(LW)063,658+63,65806,7820.07%+6,782
EASTMAN CHEM CO(EMN)376,584388,008+11,42433,82538,8860.41%+5,061
PNC FINL SVCS GROUP INC(PNC)352,677368,926+16,24954,61259,6180.64%+5,006
CSX CORP(CSX)1,628,4891,657,152+28,66356,46061,4310.66%+4,971
MARSH & MCLENNAN COS INC(MRSH)0173,853+173,853035,8100.38%+35,810
US BANCORP DEL(USB)1,338,1341,405,920+67,78657,91462,8450.67%+4,930
INTUIT(INTU)53,81759,287+5,47033,63738,5360.41%+4,899
ALTRIA GROUP INC(MO)0853,008+853,008037,2080.40%+37,208
SOUTHERN COPPER CORP(SCCO)045,125+45,12504,8070.05%+4,807
PUBLIC SVC ENTERPRISE GRP IN(PEG)0658,778+658,778043,9930.47%+43,993
STRYKER CORPORATION(SYK)059,045+59,045021,1300.23%+21,130
PULTE GROUP INC(PHM)0188,656+188,656022,7560.24%+22,756
ARISTA NETWORKS INC056,054+56,054016,2550.17%+16,255
AT&T INC(T)02,755,860+2,755,860048,5030.52%+48,503
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