Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$8.88B
Total Bought
$1.16B
Total Sold
$1.46B
Net Transaction
-$301.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)317,5733,270,952+2,953,379286,946404,0934.55%+117,148
ALPHABET INC(GOOG)1,155,2971,271,826+116,529174,369231,6632.61%+57,294
PARKER-HANNIFIN CORP(PH)89,791202,383+112,59249,905102,3671.15%+52,462
MICROSOFT CORP(MSFT)1,020,5601,065,474+44,914429,370476,2145.36%+46,844
L3HARRIS TECHNOLOGIES INC(LHX)0156,966+156,966035,2510.40%+35,251
BROADCOM INC(AVGO)96,363113,201+16,838127,720159,9151.80%+32,195
QUALCOMM INC(QCOM)501,389570,465+69,07684,888113,6251.28%+28,737
SPOTIFY TECHNOLOGY S A(SPOT)60,987128,810+67,82316,09540,4190.45%+24,325
WALMART INC(WMT)1,894,7911,978,622+83,831114,010133,9721.51%+19,963
ELI LILLY & CO(LLY)96,158103,744+7,58674,80793,9281.06%+19,121
HEWLETT PACKARD ENTERPRISE C(HPE)0804,939+804,939017,0410.19%+17,041
LABCORP HOLDINGS INC(LH)077,578+77,578015,7880.18%+15,788
META PLATFORMS INC(META)342,116359,540+17,424166,124181,2882.04%+15,163
EMCOR GROUP INC(EME)97,755133,284+35,52934,23448,6590.55%+14,425
MERCK & CO INC(MRK)910,2511,075,838+165,587120,108133,1891.50%+13,081
PROCTER AND GAMBLE CO(PG)1,146,5281,206,732+60,204186,024199,0142.24%+12,990
CROWDSTRIKE HLDGS INC(CRWD)054,417+54,417020,8520.23%+20,852
VALMONT INDS INC(VMI)045,378+45,378012,4540.14%+12,454
JPMORGAN CHASE & CO.(JPM)1,139,2331,188,253+49,020228,188240,3362.71%+12,148
SOUTHERN CO(SO)01,285,557+1,285,557099,7211.12%+99,721
TJX COS INC NEW(TJX)0187,496+187,496020,6430.23%+20,643
ORACLE CORP(ORCL)463,647488,250+24,60358,23968,9410.78%+10,702
KIMBERLY-CLARK CORP(KMB)072,387+72,387010,0040.11%+10,004
NETFLIX INC(NFLX)100,110104,528+4,41860,80070,5440.79%+9,744
PHILIP MORRIS INTL INC(PM)0798,740+798,740080,9360.91%+80,936
DATADOG INC(DDOG)068,041+68,04108,8240.10%+8,824
NETAPP INC(NTAP)061,996+61,99607,9850.09%+7,985
GALLAGHER ARTHUR J & CO(AJG)479,034491,754+12,720119,778127,5171.44%+7,739
CONAGRA BRANDS INC(CAG)0268,594+268,59407,6330.09%+7,633
TOAST INC(TOST)0295,917+295,91707,6260.09%+7,626
BOSTON SCIENTIFIC CORP(BSX)158,675237,927+79,25210,86818,3230.21%+7,455
ZOOM VIDEO COMMUNICATIONS IN(ZM)0149,646+149,64608,8580.10%+8,858
ITRON INC(ITRI)93,330161,706+68,3768,63516,0020.18%+7,368
PALO ALTO NETWORKS INC(PANW)096,478+96,478032,7070.37%+32,707
PURE STORAGE INC(P)337,827386,668+48,84117,56424,8280.28%+7,264
SYNOPSYS INC(SNPS)91,64199,496+7,85552,37359,2060.67%+6,833
PINTEREST INC(PINS)0197,243+197,24308,6930.10%+8,693
OWENS CORNING NEW(OC)0102,466+102,466017,8000.20%+17,800
HOWMET AEROSPACE INC(HWM)085,761+85,76106,6580.07%+6,658
WASTE MGMT INC DEL(WM)032,550+32,55006,9440.08%+6,944
GENERAL DYNAMICS CORP(GD)269,805283,579+13,77476,21782,2780.93%+6,060
PUBLIC SVC ENTERPRISE GRP IN(PEG)658,778677,138+18,36043,99349,9050.56%+5,912
HEALTHPEAK PROPERTIES INC(DOC)01,257,558+1,257,558024,6480.28%+24,648
ALPHABET INC(GOOG)0140,034+140,034025,6850.29%+25,685
KINDER MORGAN INC DEL(KMI)02,903,361+2,903,361057,6900.65%+57,690
AT&T INC(T)2,755,8602,834,816+78,95648,50354,1730.61%+5,670
MSA SAFETY INC(MSA)086,794+86,794016,2900.18%+16,290
ROYAL CARIBBEAN GROUP
COM
0174,857+174,857027,8770.31%+27,877
VERTEX PHARMACEUTICALS INC(VRTX)54,33359,765+5,43222,71228,0130.32%+5,301
COSTCO WHSL CORP NEW(COST)36,43137,626+1,19526,69031,9820.36%+5,291
COCA COLA CO(KO)1,171,5151,207,848+36,33371,67376,8790.87%+5,206
ISHARES TR
CORE DIV GRWTH
88,921178,595+89,6745,16310,2890.12%+5,126
UNITEDHEALTH GROUP INC(UNH)0109,543+109,543055,7860.63%+55,786
LAMAR ADVERTISING CO NEW(LAMR)0331,997+331,997039,6840.45%+39,684
PAYLOCITY HLDG CORP(PCTY)035,364+35,36404,6630.05%+4,663
TEXAS INSTRS INC(TXN)0119,293+119,293023,2060.26%+23,206
MARSH & MCLENNAN COS INC(MRSH)173,853190,017+16,16435,81040,0400.45%+4,230
CACI INTL INC(CACI)052,714+52,714022,6740.26%+22,674
KENNEDY-WILSON HOLDINGS INC0404,245+404,24503,9290.04%+3,929
T-MOBILE US INC(TMUS)0155,931+155,931027,4720.31%+27,472
CINTAS CORP(CTAS)45,16349,473+4,31031,02934,6440.39%+3,616
INTUIT(INTU)59,28763,971+4,68438,53642,0430.47%+3,506
SPDR SER TR
ST STR BLO 1 ETF
0285,985+285,985026,2480.30%+26,248
PULTE GROUP INC(PHM)188,656237,754+49,09822,75626,1770.29%+3,421
REPUBLIC SVCS INC(RSG)162,807177,904+15,09731,16834,5740.39%+3,406
CASEYS GEN STORES INC(CASY)42,16744,033+1,86613,42816,8010.19%+3,373
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)010,756+10,75603,3230.04%+3,323
CARLISLE COS INC(CSL)08,022+8,02203,2510.04%+3,251
HONEYWELL INTL INC(HON)0126,290+126,290026,9680.30%+26,968
MOODYS CORP(MCO)063,625+63,625026,7810.30%+26,781
WABTEC(WAB)019,967+19,96703,1560.04%+3,156
TETRA TECH INC NEW(TTEK)097,477+97,477019,9320.22%+19,932
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0127,144+127,14407,3730.08%+7,373
GRAY TELEVISION INC0590,022+590,02203,0680.03%+3,068
LEIDOS HOLDINGS INC(LDOS)020,884+20,88403,0470.03%+3,047
GARMIN LTD(GRMN)018,411+18,41103,0000.03%+3,000
ALTRIA GROUP INC(MO)853,008882,307+29,29937,20840,1890.45%+2,981
NEXTERA ENERGY INC(NEE)0247,081+247,081017,4960.20%+17,496
VERTIV HOLDINGS CO(VRT)248,245267,820+19,57520,27423,1850.26%+2,911
VISTRA CORP(VST)032,511+32,51102,7950.03%+2,795
PROLOGIS INC.(PLD)0473,689+473,689053,2000.60%+53,200
E L F BEAUTY INC(ELF)91,72198,327+6,60617,98020,7190.23%+2,739
ZUORA INC0268,746+268,74602,6690.03%+2,669
MCKESSON CORP(MCK)37,68639,126+1,44020,23222,8510.26%+2,619
VANGUARD INTL EQUITY INDEX F047,397+47,39702,7790.03%+2,779
TAYLOR MORRISON HOME CORP(TMHC)045,207+45,20702,5060.03%+2,506
DANAHER CORPORATION(DHR)203,109213,011+9,90250,72053,2210.60%+2,501
MEDPACE HLDGS INC(MEDP)012,055+12,05504,9650.06%+4,965
COINBASE GLOBAL INC(COIN)017,513+17,51303,8920.04%+3,892
TENET HEALTHCARE CORP(THC)018,147+18,14702,4140.03%+2,414
HARTFORD FINL SVCS GROUP INC(HIG)368,907401,473+32,56638,01640,3640.45%+2,348
NORTHRIM BANCORP INC040,658+40,65802,3440.03%+2,344
PRUDENTIAL FINL INC(PFH)813,855835,122+21,26795,54797,8681.10%+2,321
SPDR S&P 500 ETF TR(SPY)059,509+59,509032,3860.36%+32,386
WILLIAMS SONOMA INC(WSM)08,092+8,09202,2850.03%+2,285
ALPHA & OMEGA SEMICONDUCTOR(AOSL)060,073+60,07302,2450.03%+2,245
ENERGY FUELS INC(UUUU)0369,111+369,11102,2350.03%+2,235
PFIZER INC(PFE)02,153,895+2,153,895060,2660.68%+60,266
THE TRADE DESK INC(TTD)021,701+21,70102,1200.02%+2,120
CLAROS MTG TR INC0263,116+263,11602,1100.02%+2,110
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