Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$10.71B
Total Bought
$1.37B
Total Sold
$936.69M
Net Transaction
+$434.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DEERE & CO(DE)0120,785+120,785056,6900.53%+56,690
CUMMINS INC(CMI)0151,963+151,963047,6310.44%+47,631
ABBVIE INC(ABBV)0815,053+815,0530170,7701.59%+170,770
PHILIP MORRIS INTL INC(PM)0810,668+810,6680128,6771.20%+128,677
JOHNSON & JOHNSON(JNJ)0871,393+871,3930144,5121.35%+144,512
OKTA INC(OKTA)0234,311+234,311024,6540.23%+24,654
OVINTIV INC(OVV)0481,926+481,926020,6260.19%+20,626
VERTEX PHARMACEUTICALS INC(VRTX)086,050+86,050041,7190.39%+41,719
GOLDMAN SACHS GROUP INC(GS)037,802+37,802020,6500.19%+20,650
EXXON MOBIL CORP01,440,550+1,440,5500171,3251.60%+171,325
GILEAD SCIENCES INC(GILD)0444,773+444,773049,8370.47%+49,837
VISA INC(V)52,82094,951+42,13116,69333,2760.31%+16,583
CISCO SYS INC(CSCO)2,048,3002,227,771+179,471121,259137,4761.28%+16,216
AT&T INC(T)02,702,947+2,702,947080,9210.76%+80,921
GE AEROSPACE(GE)077,654+77,654015,5420.15%+15,542
AMERICAN ELEC PWR CO INC0767,526+767,526083,8670.78%+83,867
JPMORGAN CHASE & CO.(JPM)1,191,7201,222,042+30,322285,667299,7672.80%+14,100
SOUTHERN CO(SO)01,300,702+1,300,7020119,5991.12%+119,599
SPOTIFY TECHNOLOGY S A(SPOT)93,245101,002+7,75741,71655,5540.52%+13,838
VERIZON COMMUNICATIONS INC(VZ)02,026,806+2,026,806091,9360.86%+91,936
JONES LANG LASALLE INC(JLL)052,944+52,944013,1250.12%+13,125
MUELLER WTR PRODS INC(MWA)0502,249+502,249012,7670.12%+12,767
COCA COLA CO(KO)01,228,208+1,228,208087,9640.82%+87,964
CONOCOPHILLIPS(COP)01,241,710+1,241,7100130,4041.22%+130,404
ABBOTT LABS0548,364+548,364072,7400.68%+72,740
CARDINAL HEALTH INC(CAH)0191,960+191,960026,4460.25%+26,446
INTERNATIONAL BUSINESS MACHS(IBM)0365,880+365,880090,9800.85%+90,980
STARBUCKS CORP(SBUX)0116,024+116,024011,3810.11%+11,381
COTERRA ENERGY INC0380,609+380,609011,0000.10%+11,000
PALANTIR TECHNOLOGIES INC(PLTR)383,674463,195+79,52129,01739,0940.37%+10,076
PENUMBRA INC(PEN)036,486+36,48609,7570.09%+9,757
CENCORA INC036,430+36,430010,1310.09%+10,131
UNITEDHEALTH GROUP INC(UNH)0223,623+223,6230117,1221.09%+117,122
VEEVA SYS INC(VEEV)039,463+39,46309,1410.09%+9,141
PILGRIMS PRIDE CORP(PPC)0164,663+164,66308,9760.08%+8,976
MCDONALDS CORP(MCD)0328,356+328,3560102,5690.96%+102,569
ELI LILLY & CO(LLY)0108,684+108,684089,7630.84%+89,763
NATIONAL FUEL GAS CO(NFG)0109,166+109,16608,6450.08%+8,645
REPUBLIC SVCS INC(RSG)0182,972+182,972044,3090.41%+44,309
ISHARES TR0779,962+779,962077,1540.72%+77,154
3M CO(MMM)0401,251+401,251058,9280.55%+58,928
CORNING INC(GLW)0289,309+289,309013,2450.12%+13,245
ROBINHOOD MKTS INC(HOOD)0193,467+193,46708,0520.08%+8,052
CINTAS CORP(CTAS)0254,674+254,674052,3430.49%+52,343
CHEVRON CORP NEW(CVX)0292,694+292,694048,9650.46%+48,965
TARGA RES CORP(TRGP)038,425+38,42507,7030.07%+7,703
ALTRIA GROUP INC(MO)0898,465+898,465053,9260.50%+53,926
MEDTRONIC PLC(MDT)0560,400+560,400050,3580.47%+50,358
MARSH & MCLENNAN COS INC(MRSH)0194,109+194,109047,3680.44%+47,368
PROCTER AND GAMBLE CO(PG)01,225,282+1,225,2820208,8131.95%+208,813
WP CAREY INC(WPC)0562,397+562,397035,4930.33%+35,493
PAPA JOHNS INTL INC0180,464+180,46407,4130.07%+7,413
HARTFORD INSURANCE GROUP INC(HIG)0406,879+406,879050,3430.47%+50,343
T-MOBILE US INC(TMUS)0150,736+150,736040,2030.38%+40,203
PREMIER INC0364,173+364,17307,0210.07%+7,021
PROLOGIS INC.(PLD)0512,632+512,632057,3070.54%+57,307
BANK NEW YORK MELLON CORP846,182857,862+11,68065,01271,9490.67%+6,937
NETFLIX INC(NFLX)105,807108,388+2,58194,308101,0750.94%+6,767
SALESFORCE INC(CRM)86,837133,368+46,53129,03235,7910.33%+6,759
DOORDASH INC(DASH)036,632+36,63206,6950.06%+6,695
ANNALY CAPITAL MANAGEMENT IN0318,817+318,81706,4750.06%+6,475
BECTON DICKINSON & CO(BDX)0271,421+271,421062,1720.58%+62,172
ALNYLAM PHARMACEUTICALS INC(ALNY)022,262+22,26206,0110.06%+6,011
AXALTA COATING SYS LTD(AXTA)0177,156+177,15605,8760.05%+5,876
WELLS FARGO CO NEW(WFC)984,1041,043,489+59,38569,12374,9120.70%+5,789
MORGAN STANLEY(MS)058,679+58,67906,8460.06%+6,846
AMGEN INC(AMGN)094,533+94,533029,4520.27%+29,452
FIDELITY NATIONAL FINANCIAL(FNF)0556,851+556,851036,2400.34%+36,240
CROWN CASTLE INC(CCI)0291,886+291,886030,4230.28%+30,423
AMERICAN WTR WKS CO INC NEW0161,270+161,270023,7910.22%+23,791
RTX CORPORATION(RTX)221,753231,993+10,24025,66130,7300.29%+5,068
UBER TECHNOLOGIES INC(UBER)0343,993+343,993025,0630.23%+25,063
CIRRUS LOGIC INC(CRUS)048,607+48,60704,8440.05%+4,844
BERKLEY W R CORP0318,842+318,842022,6890.21%+22,689
GENERAL DYNAMICS CORP(GD)0290,918+290,918079,2980.74%+79,298
HOWMET AEROSPACE INC(HWM)0174,170+174,170022,5950.21%+22,595
CENTRAL GARDEN & PET CO(CENT)0118,440+118,44003,8770.04%+3,877
KINDER MORGAN INC DEL(KMI)2,915,7682,933,114+17,34679,89283,6820.78%+3,790
NEW JERSEY RES CORP(NJR)076,409+76,40903,7490.03%+3,749
CAVCO INDS INC DEL(CVCO)06,985+6,98503,6300.03%+3,630
FIRST HORIZON CORPORATION(FHN)0197,324+197,32403,8320.04%+3,832
BOSTON SCIENTIFIC CORP(BSX)0246,523+246,523024,8690.23%+24,869
EPR PPTYS(EPR)065,735+65,73503,4580.03%+3,458
NEWS CORP NEW(NWS)0126,700+126,70003,4490.03%+3,449
BROADRIDGE FINL SOLUTIONS IN(BR)133,805138,394+4,58930,25233,5550.31%+3,303
RITHM CAPITAL CORP(RITM)0283,081+283,08103,2410.03%+3,241
U S PHYSICAL THERAPY(USPH)043,922+43,92203,1780.03%+3,178
LANCASTER COLONY CORP(MZTI)018,049+18,04903,1590.03%+3,159
BJS WHSL CLUB HLDGS INC(BJ)0110,973+110,973012,6620.12%+12,662
HERITAGE FINL CORP WASH(HFWA)0122,706+122,70602,9850.03%+2,985
ASSURED GUARANTY LTD(AGO)033,502+33,50202,9520.03%+2,952
NORFOLK SOUTHN CORP(NSC)191,884202,447+10,56345,03547,9490.45%+2,914
GARMIN LTD(GRMN)012,181+12,18102,6450.02%+2,645
LATTICE SEMICONDUCTOR CORP(LSCC)050,212+50,21202,6340.02%+2,634
RAYMOND JAMES FINL INC(RJF)018,082+18,08202,5120.02%+2,512
FISERV INC(FISV)0125,291+125,291027,6680.26%+27,668
CROWDSTRIKE HLDGS INC(CRWD)08,066+8,06602,8440.03%+2,844
BERKSHIRE HATHAWAY INC DEL25,33026,105+77511,48213,9030.13%+2,421
PFIZER INC(PFE)02,642,202+2,642,202066,9530.63%+66,953
CASEYS GEN STORES INC(CASY)47,77948,858+1,07918,93121,2060.20%+2,275
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