Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$7.97B
Total Bought
$1.05B
Total Sold
$547.51M
Net Transaction
+$498.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
CSX CORP(CSX)01,644,701+1,644,701056,0840.70%+56,084
MICROSOFT CORP(MSFT)1,022,6961,022,499-197294,843348,2024.37%+53,359
NVIDIA CORPORATION(NVDA)290,327296,298+5,97180,644125,3401.57%+44,696
APPLE INC(AAPL)1,438,7691,444,910+6,141237,253280,2693.52%+43,016
AMAZON COM INC(AMZN)712,121883,595+171,47473,555115,1851.45%+41,631
VAIL RESORTS INC(MTN)0127,571+127,571032,1170.40%+32,117
ALPHABET INC(GOOG)820,424967,679+147,25585,103115,8311.45%+30,729
META PLATFORMS INC(META)221,148265,603+44,45546,87076,2230.96%+29,353
DANAHER CORPORATION(DHR)92,760201,460+108,70023,37948,3500.61%+24,971
BROADCOM INC(AVGO)99,03399,623+59063,53486,4151.08%+22,882
LILLY ELI & CO(LLY)087,293+87,293040,9380.51%+40,938
TESLA INC(TSLA)255,070286,610+31,54052,91775,0260.94%+22,109
JPMORGAN CHASE & CO(JPM)1,152,7291,157,954+5,225150,212168,4132.11%+18,201
SPDR SER TR
ST STR BLO 1 ETF
0198,819+198,819018,2560.23%+18,256
MANHATTAN ASSOCIATES INC(MANH)136,125183,073+46,94821,07936,5920.46%+15,514
MONGODB INC(MDB)079,169+79,169032,5380.41%+32,538
MERCK & CO INC(MRK)1,141,2661,170,540+29,274121,419135,0691.70%+13,649
CATERPILLAR INC(CAT)509,681519,416+9,735116,635127,8021.60%+11,167
FORD MTR CO DEL(F)4,283,9214,285,889+1,96853,97764,8460.81%+10,868
WEST PHARMACEUTICAL SVSC INC(WST)028,126+28,126010,7570.14%+10,757
JOHNSON & JOHNSON(JNJ)827,465839,678+12,213128,257138,9841.74%+10,727
WALMART INC(WMT)901,527911,362+9,835132,930143,2481.80%+10,318
PEPSICO INC(PEP)814,346855,955+41,609148,455158,5401.99%+10,085
ZIMMER BIOMET HOLDINGS INC(ZBH)068,469+68,46909,9690.13%+9,969
GALLAGHER ARTHUR J & CO(AJG)515,084493,755-21,32998,541108,4141.36%+9,873
PROLOGIS INC.(PLD)372,798458,686+85,88846,51456,2490.71%+9,735
ROYAL CARIBBEAN GROUP
COM
091,075+91,07509,4480.12%+9,448
HOME DEPOT INC(HD)445,150450,819+5,669131,373140,0421.76%+8,670
ABBOTT LABS398,521448,824+50,30340,35448,9310.61%+8,577
PROCTER AND GAMBLE CO(PG)1,101,9531,136,141+34,188163,849172,3982.16%+8,549
ELEVANCE HEALTH INC(ELV)019,037+19,03708,4580.11%+8,458
ORACLE CORP(ORCL)0145,669+145,669017,3480.22%+17,348
MSA SAFETY INC(MSA)048,417+48,41708,4230.11%+8,423
D R HORTON INC(DHI)067,182+67,18208,1750.10%+8,175
OWENS CORNING NEW(OC)069,045+69,04509,0100.11%+9,010
RAYTHEON TECHNOLOGIES CORP(RTX)554,234629,968+75,73454,27661,7120.77%+7,436
MCDONALDS CORP(MCD)330,532333,670+3,13892,42099,5701.25%+7,150
UBER TECHNOLOGIES INC(UBER)0414,485+414,485017,8930.22%+17,893
CONOCOPHILLIPS(COP)1,177,5501,194,572+17,022116,825123,7701.55%+6,945
NETFLIX INC(NFLX)62,76263,443+68121,68327,9460.35%+6,263
HCA HEALTHCARE INC(HCA)019,587+19,58705,9440.07%+5,944
APPLIED MATLS INC249,293252,776+3,48330,62136,5360.46%+5,916
PNC FINL SVCS GROUP INC(PNC)275,228322,739+47,51134,98140,6490.51%+5,668
EXACT SCIENCES CORP(EXK)059,193+59,19305,5580.07%+5,558
PULTE GROUP INC(PHM)0249,945+249,945019,4160.24%+19,416
HOLOGIC INC0108,713+108,71308,8030.11%+8,803
JOHNSON CTLS INTL PLC
SHS
630,814632,598+1,78437,98843,1050.54%+5,118
PRUDENTIAL FINL INC(PFH)841,818846,866+5,04869,65274,7110.94%+5,059
JABIL INC(JBL)253,083253,052-3122,31227,3120.34%+5,000
COMCAST CORP NEW(CCZ)1,272,8311,281,346+8,51548,25353,2400.67%+4,987
TRUIST FINL CORP(TFC)0183,127+183,12705,5580.07%+5,558
RYAN SPECIALTY HOLDINGS INC(RYAN)0106,492+106,49204,7800.06%+4,780
ESAB CORPORATION(ESAB)070,807+70,80704,7110.06%+4,711
PALO ALTO NETWORKS INC(PANW)078,333+78,333020,0150.25%+20,015
ROCKWELL AUTOMATION INC(ROK)043,173+43,173014,2230.18%+14,223
KIMBERLY-CLARK CORP(KMB)032,975+32,97504,5520.06%+4,552
WABASH NATL CORP0174,084+174,08404,4640.06%+4,464
MEDTRONIC PLC(MDT)561,911564,649+2,73845,30149,7460.62%+4,444
ISHARES TR
CORE MSCI EAFE
0127,481+127,48108,6050.11%+8,605
SALESFORCE INC(CRM)022,011+22,01104,6500.06%+4,650
MONSTER BEVERAGE CORP NEW(MNST)0121,904+121,90407,0020.09%+7,002
AXON ENTERPRISE INC(AXON)020,919+20,91904,0820.05%+4,082
MARSH & MCLENNAN COS INC(MRSH)154,476158,127+3,65125,72829,7410.37%+4,013
ADVANCED MICRO DEVICES INC(AMD)197,801204,034+6,23319,38723,2420.29%+3,855
FORTINET INC(FTNT)329,540338,957+9,41721,90125,6220.32%+3,721
PURE STORAGE INC(P)0314,230+314,230011,5700.15%+11,570
RESMED INC(RMD)016,787+16,78703,6680.05%+3,668
CLOROX CO DEL(CLX)022,593+22,59303,5930.05%+3,593
REPUBLIC SVCS INC(RSG)136,833143,854+7,02118,50322,0340.28%+3,532
VULCAN MATLS CO(VMC)015,660+15,66003,5300.04%+3,530
WATSCO INC(WSO)09,181+9,18103,5020.04%+3,502
BLACKROCK INC(BLK)134,784135,511+72790,18693,6571.18%+3,471
DROPBOX INC(DBX)0126,114+126,11403,3630.04%+3,363
COLGATE PALMOLIVE CO(CL)047,611+47,61103,6680.05%+3,668
MONDELEZ INTL INC(MDLZ)939,388944,299+4,91165,49468,8360.86%+3,342
UNUM GROUP(UNM)080,774+80,77403,8530.05%+3,853
MOODYS CORP(MCO)052,552+52,552018,2730.23%+18,273
DRAFTKINGS INC NEW(DKNG)0111,905+111,90502,9730.04%+2,973
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
062,814+62,81402,8890.04%+2,889
MARRIOTT INTL INC NEW(MAR)118,664122,493+3,82919,70322,5010.28%+2,798
AMERICAN EXPRESS CO(AXP)150,793158,707+7,91424,87327,6470.35%+2,774
E L F BEAUTY INC(ELF)082,824+82,82409,4610.12%+9,461
FAIR ISAAC CORP(FICO)26,33226,152-18018,50321,1620.27%+2,659
LAMB WESTON HLDGS INC(LW)071,930+71,93008,2680.10%+8,268
PLAYTIKA HLDG CORP(PLTK)0217,488+217,48802,5230.03%+2,523
UNITY SOFTWARE INC(U)057,213+57,21302,4840.03%+2,484
UNITEDHEALTH GROUP INC(UNH)117,757120,828+3,07155,65158,0750.73%+2,424
ICU MED INC(ICUI)013,588+13,58802,4210.03%+2,421
ADOBE SYSTEMS INCORPORATED(ADBE)020,874+20,874010,2070.13%+10,207
QUANTA SVCS INC013,141+13,14102,5820.03%+2,582
ALPHABET INC(GOOG)0120,774+120,774014,6100.18%+14,610
TETRA TECH INC NEW(TTEK)0123,535+123,535020,2280.25%+20,228
COPART INC(CPRT)024,005+24,00502,1890.03%+2,189
INTUITIVE SURGICAL INC023,832+23,83208,1490.10%+8,149
CACI INTL INC(CACI)045,333+45,333015,4510.19%+15,451
MCKESSON CORP(MCK)031,871+31,871013,6190.17%+13,619
FORTREA HLDGS INC(FTRE)060,672+60,67202,0630.03%+2,063
AMERIPRISE FINL INC(AMP)65,08266,117+1,03519,94821,9610.28%+2,014
SERVICENOW INC(NOW)018,577+18,577010,4400.13%+10,440
HONEYWELL INTL INC(HON)102,015103,499+1,48419,49721,4760.27%+1,979
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