Fund HoldingsZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$11.53B
Total Bought
$3.18B
Total Sold
$601.29M
Net Transaction
+$2.58B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)01,418,170+1,418,1700330,4342.87%+330,434
AMAZON COM INC(AMZN)01,029,954+1,029,9540191,9111.66%+191,911
BANK AMERICA CORP02,251,321+2,251,321089,3320.77%+89,332
UNITEDHEALTH GROUP INC(UNH)109,543246,068+136,52555,786143,8711.25%+88,085
APPLIED MATLS INC0417,349+417,349084,3250.73%+84,325
AMERICAN ELEC PWR CO INC0781,749+781,749080,2070.70%+80,207
ABBOTT LABS0600,676+600,676068,4830.59%+68,483
BECTON DICKINSON & CO(BDX)0278,044+278,044067,0360.58%+67,036
BANK NEW YORK MELLON CORP0870,982+870,982062,5890.54%+62,589
AMERICAN EXPRESS CO(AXP)0201,950+201,950054,7690.48%+54,769
HOME DEPOT INC(HD)0554,062+554,0620224,5061.95%+224,506
WALMART INC(WMT)1,978,6222,194,630+216,008133,972177,2161.54%+43,244
DUPONT DE NEMOURS INC(DD)0480,420+480,420042,8100.37%+42,810
AUTOMATIC DATA PROCESSING IN0147,571+147,571040,8370.35%+40,837
PARKER-HANNIFIN CORP(PH)202,383224,677+22,294102,367141,9561.23%+39,589
INTERNATIONAL BUSINESS MACHS(IBM)0399,553+399,553088,3330.77%+88,333
JPMORGAN CHASE & CO.(JPM)1,188,2531,326,172+137,919240,336279,6372.43%+39,301
ORACLE CORP(ORCL)488,250629,532+141,28268,941107,2720.93%+38,331
ABBVIE INC(ABBV)0853,207+853,2070168,4911.46%+168,491
LOCKHEED MARTIN CORP(LMT)0148,805+148,805086,9860.75%+86,986
METLIFE INC(MET)01,829,902+1,829,9020150,9301.31%+150,930
PROCTER AND GAMBLE CO(PG)1,206,7321,340,451+133,719199,014232,1662.01%+33,152
ADVANCED MICRO DEVICES INC(AMD)0197,027+197,027032,3280.28%+32,328
AMGEN INC(AMGN)098,619+98,619031,7760.28%+31,776
ARISTA NETWORKS INC080,780+80,780031,0050.27%+31,005
CATERPILLAR INC(CAT)0449,078+449,0780175,6431.52%+175,643
SOUTHERN CO(SO)1,285,5571,427,004+141,44799,721128,6871.12%+28,967
JOHNSON & JOHNSON(JNJ)0956,443+956,4430155,0011.34%+155,001
SERVICENOW INC(NOW)033,474+33,474029,9390.26%+29,939
BLACKROCK INC(BLK)0143,663+143,6630136,4091.18%+136,409
MCDONALDS CORP(MCD)0358,196+358,1960109,0740.95%+109,074
PHILIP MORRIS INTL INC(PM)798,740883,408+84,66880,936107,2460.93%+26,310
GALLAGHER ARTHUR J & CO(AJG)491,754542,525+50,771127,517152,6501.32%+25,134
MICROSOFT CORP(MSFT)1,065,4741,163,767+98,293476,214500,7694.34%+24,555
META PLATFORMS INC(META)359,540358,218-1,322181,288205,0581.78%+23,770
AMERICAN WTR WKS CO INC NEW0147,386+147,386021,5540.19%+21,554
PNC FINL SVCS GROUP INC(PNC)0432,606+432,606079,9670.69%+79,967
RTX CORPORATION(RTX)0162,810+162,810019,7260.17%+19,726
3M CO(MMM)0431,624+431,624059,0030.51%+59,003
BERKLEY W R CORP0334,079+334,079018,9520.16%+18,952
EXXON MOBIL CORP01,433,977+1,433,9770168,0911.46%+168,091
TESLA INC(TSLA)0283,460+283,460074,1610.64%+74,161
PUBLIC SVC ENTERPRISE GRP IN(PEG)677,138751,655+74,51749,90567,0550.58%+17,150
MANHATTAN ASSOCIATES INC(MANH)0146,417+146,417041,1990.36%+41,199
FIFTH THIRD BANCORP(FITB)01,737,866+1,737,866074,4500.65%+74,450
VERIZON COMMUNICATIONS INC(VZ)02,207,024+2,207,024099,1170.86%+99,117
ZOETIS INC(ZTS)080,633+80,633015,7540.14%+15,754
BOOZ ALLEN HAMILTON HLDG COR093,094+93,094015,1520.13%+15,152
US BANCORP DEL(USB)01,571,527+1,571,527071,8660.62%+71,866
AT&T INC(T)2,834,8163,140,620+305,80454,17369,0940.60%+14,920
EMCOR GROUP INC(EME)133,284146,806+13,52248,65963,2040.55%+14,545
FORTINET INC(FTNT)0185,355+185,355014,3740.12%+14,374
PEPSICO INC(PEP)0681,505+681,5050115,8901.01%+115,890
CISCO SYS INC(CSCO)01,958,913+1,958,9130104,2530.90%+104,253
PRUDENTIAL FINL INC(PFH)835,122921,726+86,60497,868111,6210.97%+13,753
DANAHER CORPORATION(DHR)213,011239,939+26,92853,22166,7080.58%+13,487
KINDER MORGAN INC DEL(KMI)2,903,3613,210,327+306,96657,69070,9160.62%+13,226
DATADOG INC(DDOG)68,041191,071+123,0308,82421,9850.19%+13,160
GENERAL DYNAMICS CORP(GD)283,579315,643+32,06482,27895,3870.83%+13,110
JOHNSON CTLS INTL PLC
SHS
0692,595+692,595053,7520.47%+53,752
HARTFORD FINL SVCS GROUP INC(HIG)401,473445,519+44,04640,36452,3980.45%+12,033
APPLOVIN CORP(APP)0106,121+106,121013,8540.12%+13,854
MEDTRONIC PLC(MDT)0616,990+616,990055,5480.48%+55,548
HOWMET AEROSPACE INC(HWM)85,761180,754+94,9936,65818,1210.16%+11,463
PULTE GROUP INC(PHM)237,754262,194+24,44026,17737,6330.33%+11,456
COCA COLA CO(KO)1,207,8481,226,702+18,85476,87988,1510.76%+11,271
ACCENTURE PLC IRELAND
SHS CLASS A
0115,010+115,010040,6540.35%+40,654
BROADCOM INC(AVGO)113,201989,828+876,627159,915170,7451.48%+10,831
MICRON TECHNOLOGY INC(MU)0105,069+105,069010,8970.09%+10,897
FIDELITY NATIONAL FINANCIAL(FNF)0599,613+599,613037,2120.32%+37,212
EASTMAN CHEM CO(EMN)0439,656+439,656049,2190.43%+49,219
BERKSHIRE HATHAWAY INC DEL021,739+21,739010,0060.09%+10,006
DOW INC(DOW)01,468,392+1,468,392080,2180.70%+80,218
NETFLIX INC(NFLX)104,528113,323+8,79570,54480,3770.70%+9,832
CROWN CASTLE INC(CCI)0314,348+314,348037,2910.32%+37,291
PAYPAL HLDGS INC(PYPL)0118,510+118,51009,2470.08%+9,247
CINTAS CORP(CTAS)49,473213,049+163,57634,64443,8630.38%+9,219
UBIQUITI INC(UI)040,104+40,10408,8920.08%+8,892
PFIZER INC(PFE)2,153,8952,389,138+235,24360,26669,1420.60%+8,876
L3HARRIS TECHNOLOGIES INC(LHX)156,966184,956+27,99035,25143,9950.38%+8,744
TJX COS INC NEW(TJX)187,496245,700+58,20420,64328,8800.25%+8,236
MARSH & MCLENNAN COS INC(MRSH)190,017216,319+26,30240,04048,2590.42%+8,218
T-MOBILE US INC(TMUS)155,931172,432+16,50127,47235,5830.31%+8,111
PALANTIR TECHNOLOGIES INC(PLTR)0217,536+217,53608,0920.07%+8,092
GILEAD SCIENCES INC(GILD)0369,358+369,358030,9670.27%+30,967
AVERY DENNISON CORP035,663+35,66307,8730.07%+7,873
PROLOGIS INC.(PLD)473,689483,478+9,78953,20061,0540.53%+7,854
WP CAREY INC(WPC)0613,806+613,806038,2400.33%+38,240
UBER TECHNOLOGIES INC(UBER)0374,105+374,105028,1180.24%+28,118
BXP INC(BXP)0161,199+161,199012,9700.11%+12,970
VERTIV HOLDINGS CO(VRT)267,820304,631+36,81123,18530,3080.26%+7,123
MOODYS CORP(MCO)63,62571,387+7,76226,78133,8800.29%+7,098
ELI LILLY & CO(LLY)103,744113,955+10,21193,928100,9580.88%+7,030
FISERV INC(FISV)0141,147+141,147025,3570.22%+25,357
ROYAL CARIBBEAN GROUP
COM
174,857195,320+20,46327,87734,6420.30%+6,765
NIKE INC(NKE)0365,312+365,312032,2940.28%+32,294
HUNTINGTON BANCSHARES INC(HBAN)02,267,489+2,267,489033,3320.29%+33,332
COMMERCE BANCSHARES INC(CBSH)0102,474+102,47406,0870.05%+6,087
HEALTHPEAK PROPERTIES INC(DOC)1,257,5581,341,137+83,57924,64830,6720.27%+6,024
CARVANA CO(CVNA)034,217+34,21705,9580.05%+5,958
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