Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$7.72B
Total Bought
$709.71M
Total Sold
$793.89M
Net Transaction
-$84.18M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
QUALCOMM INC(QCOM)0470,661+470,661052,2710.68%+52,271
APPLIED MATLS INC252,776551,389+298,61336,53676,3400.99%+39,804
PARKER-HANNIFIN CORP(PH)091,480+91,480035,6330.46%+35,633
ALPHABET INC(GOOG)967,6791,107,645+139,966115,831144,9461.88%+29,115
UNITED PARCEL SERVICE INC(UPS)0175,030+175,030027,2820.35%+27,282
ZACKS TRUST
EARNGS CONSTANT
0975,430+975,430023,4280.30%+23,428
CONOCOPHILLIPS(COP)1,194,5721,196,667+2,095123,770143,3611.86%+19,591
META PLATFORMS INC(META)265,603316,217+50,61476,22394,9321.23%+18,709
EXXON MOBIL CORP01,332,845+1,332,8450156,7162.03%+156,716
CATERPILLAR INC(CAT)519,416522,458+3,042127,802142,6311.85%+14,829
COMCAST CORP NEW(CCZ)1,281,3461,508,249+226,90353,24066,8760.87%+13,636
INTUIT(INTU)054,428+54,428027,8100.36%+27,810
CHEVRON CORP NEW(CVX)01,059,802+1,059,8020178,7042.31%+178,704
METLIFE INC(MET)01,591,730+1,591,7300100,1361.30%+100,136
CHURCH & DWIGHT CO INC(CHD)0117,835+117,835010,7970.14%+10,797
ABBVIE INC(ABBV)0681,514+681,5140101,5871.32%+101,587
DOMINOS PIZZA INC(DPZ)021,853+21,85308,2780.11%+8,278
FABRINET(FN)042,138+42,13807,0210.09%+7,021
ELI LILLY & CO(LLY)87,29388,874+1,58140,93847,7370.62%+6,799
INTEL CORP(INTC)0199,138+199,13807,0790.09%+7,079
PRICE T ROWE GROUP INC(TROW)057,428+57,42806,0220.08%+6,022
PACCAR INC(PCAR)0165,132+165,132014,0400.18%+14,040
HILTON WORLDWIDE HLDGS INC(HLT)039,353+39,35305,9100.08%+5,910
NVIDIA CORPORATION(NVDA)296,298300,720+4,422125,340130,8101.69%+5,470
SPDR SER TR
ST STR BLO 1 ETF
198,819256,968+58,14918,25623,5950.31%+5,339
GALLAGHER ARTHUR J & CO(AJG)493,755498,910+5,155108,414113,7161.47%+5,303
VERTIV HOLDINGS CO(VRT)0141,510+141,51005,2640.07%+5,264
PRUDENTIAL FINL INC(PFH)846,866842,802-4,06474,71179,9731.04%+5,263
CASEYS GEN STORES INC(CASY)018,686+18,68605,0740.07%+5,074
DAVITA INC(DVA)052,451+52,45104,9580.06%+4,958
CISCO SYS INC(CSCO)02,193,301+2,193,3010117,9121.53%+117,912
ROYAL CARIBBEAN GROUP
COM
91,075150,448+59,3739,44813,8620.18%+4,414
SCHLUMBERGER LTD(SLB)0187,761+187,761010,9470.14%+10,947
CENCORA INC024,326+24,32604,3780.06%+4,378
TRANE TECHNOLOGIES PLC(TT)022,531+22,53104,5720.06%+4,572
MAXIMUS INC(MMS)056,799+56,79904,2420.05%+4,242
ENCOMPASS HEALTH CORP(EHC)062,116+62,11604,1720.05%+4,172
AMAZON COM INC(AMZN)883,595938,533+54,938115,185119,3061.55%+4,121
ZILLOW GROUP INC(Z)090,975+90,97504,0750.05%+4,075
AMGEN INC(AMGN)079,168+79,168021,2770.28%+21,277
ROSS STORES INC(ROST)054,171+54,17106,1190.08%+6,119
LIVE NATION ENTERTAINMENT IN(LYV)042,772+42,77203,5520.05%+3,552
UNITEDHEALTH GROUP INC(UNH)120,828122,121+1,29358,07561,5720.80%+3,498
HOME DEPOT INC(HD)450,819474,252+23,433140,042143,3001.86%+3,257
WALMART INC(WMT)911,362915,955+4,593143,248146,4891.90%+3,241
LENNAR CORP(LEN)027,704+27,70403,1090.04%+3,109
ISHARES TR052,528+52,52807,9750.10%+7,975
MARVELL TECHNOLOGY INC(MRVL)054,075+54,07502,9270.04%+2,927
FIDELITY NATIONAL FINANCIAL(FNF)0553,344+553,344022,8530.30%+22,853
SYNOPSYS INC(SNPS)083,691+83,691038,4120.50%+38,412
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
62,814123,095+60,2812,8895,3890.07%+2,500
MARRIOTT INTL INC NEW(MAR)122,493126,634+4,14122,50124,8910.32%+2,390
RANGE RES CORP(RRC)073,289+73,28902,3750.03%+2,375
KYNDRYL HLDGS INC(KD)0152,461+152,46102,3020.03%+2,302
ITT INC(ITT)023,129+23,12902,2650.03%+2,265
EMERSON ELEC CO(EMR)0377,356+377,356036,4410.47%+36,441
DANAHER CORPORATION(DHR)201,460203,884+2,42448,35050,5840.66%+2,234
SPLUNK INC015,254+15,25402,2310.03%+2,231
NU HLDGS LTD(NU)0309,950+309,95002,2470.03%+2,247
MARATHON OIL CORP0509,952+509,952013,6410.18%+13,641
WEYERHAEUSER CO MTN BE(WY)069,555+69,55502,1330.03%+2,133
APTIV PLC(APTV)021,512+21,51202,1210.03%+2,121
EMCOR GROUP INC(EME)082,648+82,648017,3880.23%+17,388
GENTEX CORP(GNTX)063,856+63,85602,0780.03%+2,078
MOLINA HEALTHCARE INC(MOH)049,062+49,062016,0870.21%+16,087
LIBERTY ENERGY INC(LBRT)0442,531+442,53108,1960.11%+8,196
UNITED AIRLS HLDGS INC(UAL)049,954+49,95402,1130.03%+2,113
UBER TECHNOLOGIES INC(UBER)414,485428,390+13,90517,89319,7020.26%+1,808
BJS WHSL CLUB HLDGS INC(BJ)0208,568+208,568014,8860.19%+14,886
ELANCO ANIMAL HEALTH INC(ELAN)0152,430+152,43001,7130.02%+1,713
FLOWSERVE CORP(FLS)042,847+42,84701,7040.02%+1,704
SKECHERS U S A INC033,940+33,94001,6610.02%+1,661
SPDR SER TR
ST INTER BD ETF
0215,505+215,50506,7780.09%+6,778
ON SEMICONDUCTOR CORP(ON)017,075+17,07501,5870.02%+1,587
HEALTHEQUITY INC(HQY)021,474+21,47401,5690.02%+1,569
KARAT PACKAGING INC(KRT)067,218+67,21801,5500.02%+1,550
INVESCO EXCH TRADED FD TR II044,360+44,36002,6080.03%+2,608
INTERNATIONAL BUSINESS MACHS(IBM)0285,403+285,403040,0420.52%+40,042
ALIGN TECHNOLOGY INC04,725+4,72501,4430.02%+1,443
ATKORE INC049,894+49,89407,4440.10%+7,444
COLONY BANKCORP INC0143,232+143,23201,4320.02%+1,432
FVCBANKCORP INC0109,438+109,43801,4020.02%+1,402
BUILDERS FIRSTSOURCE INC(BLDR)035,538+35,53804,4240.06%+4,424
AUTOMATIC DATA PROCESSING IN046,609+46,609011,2130.15%+11,213
MICROCHIP TECHNOLOGY INC.(MCHP)0169,143+169,143013,2020.17%+13,202
ALPHABET INC(GOOG)120,774120,892+11814,61015,9400.21%+1,330
ISHARES INC0104,918+104,91802,7490.04%+2,749
CELANESE CORP DEL(CE)0131,485+131,485016,5040.21%+16,504
AXCELIS TECHNOLOGIES INC07,669+7,66901,2500.02%+1,250
GENERAL DYNAMICS CORP(GD)0221,739+221,739048,9980.63%+48,998
FAIR ISAAC CORP(FICO)26,15225,730-42221,16222,3470.29%+1,185
FLUOR CORP NEW(FLR)031,458+31,45801,1550.01%+1,155
DANIMER SCIENTIFIC INC0547,963+547,96301,1340.01%+1,134
INVESCO QQQ TR09,808+9,80803,5140.05%+3,514
INTER PARFUMS INC(IPAR)013,090+13,09001,7590.02%+1,759
URBAN OUTFITTERS INC(URBN)034,129+34,12901,1160.01%+1,116
ISHARES TR087,358+87,35804,2500.06%+4,250
MATSON INC(MATX)012,140+12,14001,0770.01%+1,077
ABERCROMBIE & FITCH CO018,923+18,92301,0670.01%+1,067
ESAB CORPORATION(ESAB)70,80781,787+10,9804,7115,7430.07%+1,032
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