Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$11.69B
Total Bought
$1.63B
Total Sold
$877.21M
Net Transaction
+$749.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)02,825,852+2,825,8520446,4563.82%+446,456
MICROSOFT CORP(MSFT)01,021,261+1,021,2610507,9864.35%+507,986
ALPHABET INC(GOOG)01,555,800+1,555,8000274,1782.35%+274,178
BROADCOM INC(AVGO)0706,853+706,8530194,8441.67%+194,844
META PLATFORMS INC(META)0338,128+338,1280249,5692.14%+249,569
JPMORGAN CHASE & CO.(JPM)1,222,0421,224,100+2,058299,767354,8793.04%+55,112
THE CIGNA GROUP(CI)0156,343+156,343051,6840.44%+51,684
NETFLIX INC(NFLX)108,388108,957+569101,075145,9081.25%+44,832
AMPHENOL CORP NEW0426,614+426,614042,1280.36%+42,128
AMAZON COM INC(AMZN)01,090,461+1,090,4610239,2362.05%+239,236
ACCENTURE PLC IRELAND
SHS CLASS A
0223,077+223,077066,6750.57%+66,675
FIDELITY NATIONAL FINANCIAL(FNF)0566,403+566,403031,7530.27%+31,753
CATERPILLAR INC(CAT)0424,071+424,0710164,6291.41%+164,629
CISCO SYS INC(CSCO)2,227,7712,349,383+121,612137,476163,0001.39%+25,524
EMCOR GROUP INC(EME)0142,513+142,513076,2280.65%+76,228
SPOTIFY TECHNOLOGY S A(SPOT)101,002100,839-16355,55477,3770.66%+21,823
LAM RESEARCH CORP(LRCX)0228,497+228,497022,2420.19%+22,242
WALMART INC(WMT)02,026,684+2,026,6840198,1691.70%+198,169
FERGUSON ENTERPRISES INC(FERG)093,911+93,911020,4490.17%+20,449
PARKER-HANNIFIN CORP(PH)0208,558+208,5580145,6721.25%+145,672
PHILIP MORRIS INTL INC(PM)810,668816,052+5,384128,677148,6281.27%+19,950
ORACLE CORP(ORCL)0254,190+254,190055,5740.48%+55,574
CARDINAL HEALTH INC(CAH)191,960272,545+80,58526,44645,7880.39%+19,341
BLACKROCK INC(BLK)0144,418+144,4180151,5301.30%+151,530
INTERNATIONAL BUSINESS MACHS(IBM)365,880368,606+2,72690,980108,6580.93%+17,678
JOHNSON CTLS INTL PLC
SHS
0644,754+644,754068,0990.58%+68,099
TESLA INC(TSLA)0274,582+274,582087,2240.75%+87,224
CROWDSTRIKE HLDGS INC(CRWD)8,06637,612+29,5462,84419,1560.16%+16,313
ZSCALER INC(ZS)094,094+94,094029,5400.25%+29,540
QUALCOMM INC(QCOM)0619,627+619,627098,6820.84%+98,682
LEIDOS HOLDINGS INC(LDOS)0115,315+115,315018,1920.16%+18,192
BANK AMERICA CORP02,239,401+2,239,4010105,9680.91%+105,968
PALANTIR TECHNOLOGIES INC(PLTR)463,195369,823-93,37239,09450,4140.43%+11,321
ADVANCE AUTO PARTS INC(AAP)0238,567+238,567011,0910.09%+11,091
CARRIER GLOBAL CORPORATION(CARR)0146,230+146,230010,7030.09%+10,703
ROBINHOOD MKTS INC(HOOD)193,467190,370-3,0978,05217,8240.15%+9,772
ROYAL CARIBBEAN GROUP
COM
0105,184+105,184032,9370.28%+32,937
WELLS FARGO CO NEW(WFC)1,043,4891,047,500+4,01174,91283,9260.72%+9,014
AMERICAN EXPRESS CO(AXP)0198,600+198,600063,3490.54%+63,349
SYNOPSYS INC(SNPS)0100,132+100,132051,3360.44%+51,336
TJX COS INC NEW(TJX)0314,110+314,110038,7890.33%+38,789
HOWMET AEROSPACE INC(HWM)174,170168,363-5,80722,59531,3370.27%+8,742
CENCORA INC36,43061,472+25,04210,13118,4320.16%+8,302
APPLIED MATLS INC0217,420+217,420039,8030.34%+39,803
MIRION TECHNOLOGIES INC(MIR)0379,461+379,46108,1700.07%+8,170
CITIGROUP INC(C)0515,256+515,256043,8590.38%+43,859
BANK NEW YORK MELLON CORP857,862873,199+15,33771,94979,5570.68%+7,608
INTUIT(INTU)041,236+41,236032,4790.28%+32,479
GOLDMAN SACHS GROUP INC(GS)37,80239,317+1,51520,65027,8270.24%+7,176
L3HARRIS TECHNOLOGIES INC(LHX)0164,006+164,006041,1390.35%+41,139
UBER TECHNOLOGIES INC(UBER)343,993342,790-1,20325,06331,9820.27%+6,919
KROGER CO(KR)091,418+91,41806,5570.06%+6,557
VERTIV HOLDINGS CO(VRT)0117,290+117,290015,0610.13%+15,061
QIAGEN NV(QGEN)0134,465+134,46506,4540.06%+6,454
CSX CORP(CSX)01,753,751+1,753,751057,2250.49%+57,225
FABRINET(FN)063,191+63,191018,6210.16%+18,621
GENERAL DYNAMICS CORP(GD)290,918292,374+1,45679,29885,2740.73%+5,975
VEEVA SYS INC(VEEV)39,46351,438+11,9759,14114,8130.13%+5,672
CARVANA CO(CVNA)016,676+16,67605,6190.05%+5,619
CADENCE DESIGN SYSTEM INC(CDNS)0103,796+103,796031,9850.27%+31,985
PEGASYSTEMS INC(PEGA)0102,046+102,04605,5240.05%+5,524
EQT CORP(EQT)091,190+91,19005,3180.05%+5,318
AFFILIATED MANAGERS GROUP IN026,211+26,21105,1570.04%+5,157
EVERCORE INC(EVR)018,805+18,80505,0780.04%+5,078
US BANCORP DEL(USB)01,466,785+1,466,785066,3720.57%+66,372
GE AEROSPACE(GE)77,65479,547+1,89315,54220,4750.18%+4,932
PNC FINL SVCS GROUP INC(PNC)0399,642+399,642074,5010.64%+74,501
CINTAS CORP(CTAS)254,674256,662+1,98852,34357,2020.49%+4,859
UBIQUITI INC(UI)045,607+45,607018,7740.16%+18,774
DEERE & CO(DE)120,785120,890+10556,69061,4710.53%+4,781
COMFORT SYS USA INC(FIX)013,230+13,23007,0940.06%+7,094
ISHARES TR086,478+86,478016,7970.14%+16,797
CROWN HLDGS INC(CCK)043,868+43,86804,5170.04%+4,517
SPDR SERIES TRUST
ST STR BLO 1 ETF
0260,414+260,414023,8880.20%+23,888
ATLANTA BRAVES HLDGS INC093,196+93,19604,3590.04%+4,359
NORFOLK SOUTHN CORP(NSC)202,447204,160+1,71347,94952,2590.45%+4,309
EMERSON ELEC CO(EMR)0170,941+170,941022,7920.19%+22,792
CASEYS GEN STORES INC(CASY)48,85849,831+97321,20625,4280.22%+4,222
ITRON INC(ITRI)0160,810+160,810021,1670.18%+21,167
HUNTINGTON BANCSHARES INC(HBAN)02,108,986+2,108,986035,3470.30%+35,347
AT&T INC(T)2,702,9472,931,574+228,62780,92184,8400.73%+3,919
PALO ALTO NETWORKS INC(PANW)0121,184+121,184024,7990.21%+24,799
AMERIPRISE FINL INC(AMP)074,454+74,454039,7390.34%+39,739
TEXAS INSTRS INC(TXN)0123,122+123,122025,5630.22%+25,563
AFFIRM HLDGS INC(AFRM)053,764+53,76403,7170.03%+3,717
ROYAL GOLD INC(RGLD)020,741+20,74103,6890.03%+3,689
FIFTH THIRD BANCORP(FITB)01,615,228+1,615,228066,4340.57%+66,434
MARRIOTT INTL INC NEW(MAR)0103,717+103,717028,3360.24%+28,336
FORTINET INC(FTNT)0257,563+257,563027,2300.23%+27,230
KINDER MORGAN INC DEL(KMI)2,933,1142,966,383+33,26983,68287,2120.75%+3,530
EPR PPTYS(EPR)65,735119,227+53,4923,4586,9460.06%+3,488
ADVANCED MICRO DEVICES INC(AMD)090,967+90,967012,9080.11%+12,908
EXPAND ENERGY CORPORATION(EXE)029,234+29,23403,4190.03%+3,419
RTX CORPORATION(RTX)231,993233,232+1,23930,73034,0570.29%+3,327
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
050,637+50,63704,6880.04%+4,688
TETRA TECH INC NEW(TTEK)091,350+91,35003,2850.03%+3,285
TOAST INC(TOST)0294,231+294,231013,0320.11%+13,032
CONSTELLATION ENERGY CORP(CEG)027,372+27,37208,8350.08%+8,835
NORTHFIELD BANCORP INC DEL0265,947+265,94703,0530.03%+3,053
LAMAR ADVERTISING CO NEW(LAMR)0352,694+352,694042,8030.37%+42,803
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