Fund Holdings — ZACKS INVESTMENT MANAGEMENT

Total Portfolio Value
$12.55B
Total Bought
$1.50B
Total Sold
$1.07B
Net Transaction
+$431.74M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)1,555,8001,553,250-2,550274,178377,5953.01%+103,417
META PLATFORMS INC(META)338,128472,926+134,798249,569347,3082.77%+97,739
APPLE INC(AAPL)1,512,5581,596,292+83,734310,332406,4643.24%+96,133
NVIDIA CORPORATION(NVDA)2,825,8522,897,567+71,715446,456540,6284.31%+94,172
FERGUSON ENTERPRISES INC(FERG)93,911389,546+295,63520,44987,4850.70%+67,035
TESLA INC(TSLA)274,582287,570+12,98887,224127,8881.02%+40,664
BROADCOM INC(AVGO)706,853705,049-1,804194,844232,6031.85%+37,759
PENTAIR PLC(PNR)0340,171+340,171037,6770.30%+37,677
CATERPILLAR INC(CAT)424,071422,182-1,889164,629201,4441.60%+36,816
UNITEDHEALTH GROUP INC(UNH)124,249211,123+86,87438,76272,9010.58%+34,139
JPMORGAN CHASE & CO.(JPM)1,224,1001,227,047+2,947354,879387,0483.08%+32,169
JOHNSON & JOHNSON(JNJ)878,258887,164+8,906134,154164,4981.31%+30,344
ABBVIE INC(ABBV)819,799787,774-32,025152,171182,4011.45%+30,230
MICROSOFT CORP(MSFT)1,021,2611,026,852+5,591507,986531,8594.24%+23,873
HOME DEPOT INC(HD)507,834515,079+7,245186,192208,7051.66%+22,513
AMPHENOL CORP NEW426,614518,951+92,33742,12864,2200.51%+22,092
FASTENAL CO(FAST)0414,907+414,907020,3470.16%+20,347
ORACLE CORP(ORCL)254,190266,411+12,22155,57474,9260.60%+19,352
ARMSTRONG WORLD INDS INC NEW(AWI)089,658+89,658017,5740.14%+17,574
CAPITAL ONE FINL CORP(COF)5,57786,582+81,0051,18718,4060.15%+17,219
CORNING INC(GLW)287,452386,230+98,77815,11731,6820.25%+16,565
EMCOR GROUP INC(EME)142,513142,574+6176,22892,6080.74%+16,380
ADVANCED MICRO DEVICES INC(AMD)90,967173,968+83,00112,90828,1460.22%+15,238
GENERAL DYNAMICS CORP(GD)292,374294,411+2,03785,274100,3940.80%+15,121
BANK NEW YORK MELLON CORP873,199868,546-4,65379,55794,6370.75%+15,080
CUMMINS INC(CMI)152,003153,309+1,30649,78164,7530.52%+14,972
SNOWFLAKE INC(SNOW)065,600+65,600014,7960.12%+14,796
CARNIVAL CORP0502,684+502,684014,5330.12%+14,533
ARISTA NETWORKS INC(ANET)358,547349,204-9,34336,68350,8830.41%+14,200
INTUITIVE SURGICAL INC5,21531,307+26,09228114,0020.11%+13,720
WALMART INC(WMT)2,026,6842,055,849+29,165198,169211,8761.69%+13,707
DELL TECHNOLOGIES INC(DELL)090,611+90,611012,8460.10%+12,846
PARKER-HANNIFIN CORP(PH)208,558209,034+476145,672158,4801.26%+12,808
ROBINHOOD MKTS INC(HOOD)190,370213,610+23,24017,82430,5850.24%+12,760
ROKU INC(ROKU)0119,107+119,107011,9260.10%+11,926
BLACKROCK INC(BLK)144,418140,200-4,218151,530163,4561.30%+11,926
DUOLINGO INC(DUOL)036,875+36,875011,8680.09%+11,868
NISOURCE INC(NI)176,742423,377+246,6357,13018,3320.15%+11,202
NASDAQ INC(NDAQ)113,474228,385+114,91110,14720,2010.16%+10,054
GLOBAL PMTS INC(GPN)0116,689+116,68909,6950.08%+9,695
BANK AMERICA CORP2,239,4012,241,869+2,468105,968115,6580.92%+9,690
NORFOLK SOUTHN CORP(NSC)204,160206,088+1,92852,25961,9110.49%+9,652
TJX COS INC NEW(TJX)314,110333,948+19,83838,78948,2690.38%+9,479
ALPHABET INC(GOOG)138,783138,738-4524,61933,7900.27%+9,171
L3HARRIS TECHNOLOGIES INC(LHX)164,006164,646+64041,13950,2850.40%+9,145
LAM RESEARCH CORP(LRCX)228,497229,727+1,23022,24230,7610.25%+8,519
STARWOOD PPTY TR INC(STWD)0438,299+438,29908,4900.07%+8,490
CITIGROUP INC(C)515,256514,711-54543,85952,2430.42%+8,385
PNC FINL SVCS GROUP INC(PNC)399,642407,789+8,14774,50181,9370.65%+7,436
PURE STORAGE INC(P)261,814268,096+6,28215,07522,4690.18%+7,394
REDDIT INC(RDDT)032,147+32,14707,3940.06%+7,394
PEPSICO INC(PEP)616,184631,628+15,44481,36188,7060.71%+7,345
AMERICAN ELEC PWR CO INC775,752778,866+3,11480,49287,6220.70%+7,130
ALTRIA GROUP INC(MO)911,840916,503+4,66353,46160,5440.48%+7,083
TELEFLEX INCORPORATED(TFX)057,337+57,33707,0160.06%+7,016
EXXON MOBIL CORP1,454,3201,450,134-4,186156,776163,5031.30%+6,727
LEIDOS HOLDINGS INC(LDOS)115,315129,999+14,68418,19224,5650.20%+6,373
HOWMET AEROSPACE INC(HWM)168,363191,554+23,19131,33737,5890.30%+6,252
MERCK & CO INC(MRK)1,013,1631,028,720+15,55780,20286,3410.69%+6,139
PROLOGIS INC.(PLD)512,426523,706+11,28053,86659,9750.48%+6,109
PULTE GROUP INC(PHM)191,098197,045+5,94720,15326,0360.21%+5,883
FIFTH THIRD BANCORP(FITB)1,615,2281,619,164+3,93666,43472,1340.57%+5,700
MCDONALDS CORP(MCD)330,220335,375+5,15596,480101,9170.81%+5,437
CITIZENS FINL GROUP INC(CFG)603,242604,187+94526,99532,1190.26%+5,124
CSX CORP(CSX)1,753,7511,755,664+1,91357,22562,3440.50%+5,119
METLIFE INC(MET)1,690,8371,711,386+20,549135,977140,9671.12%+4,990
APPLOVIN CORP(APP)13,28013,386+1064,6499,6190.08%+4,970
US BANCORP DEL(USB)1,466,7851,474,103+7,31866,37271,2430.57%+4,871
MEDTRONIC PLC(MDT)564,908566,111+1,20349,24353,9160.43%+4,673
ISHARES TR5,21548,846+43,6312814,9190.04%+4,638
DUPONT DE NEMOURS INC(DD)481,404482,388+98433,01937,5780.30%+4,559
APPLIED MATLS INC217,420216,361-1,05939,80344,2980.35%+4,495
GOLDMAN SACHS GROUP INC(GS)39,31740,570+1,25327,82732,3090.26%+4,482
CONOCOPHILLIPS(COP)1,274,6101,256,601-18,009114,383118,8620.95%+4,478
WELLS FARGO CO NEW(WFC)1,047,5001,054,462+6,96283,92688,3850.70%+4,459
THERMO FISHER SCIENTIFIC INC(TMO)41,28443,651+2,36716,73921,1720.17%+4,433
FABRINET(FN)63,19163,179-1218,62123,0360.18%+4,415
CADENCE DESIGN SYSTEM INC(CDNS)103,796103,512-28431,98536,3600.29%+4,375
PFIZER INC(PFE)2,657,6272,699,064+41,43764,42168,7720.55%+4,351
PRIMORIS SVCS CORP(PRIM)030,101+30,10104,1340.03%+4,134
HERSHEY CO(HSY)150,290155,155+4,86524,94129,0220.23%+4,081
LITTELFUSE INC(LFUS)015,644+15,64404,0520.03%+4,052
LOCKHEED MARTIN CORP(LMT)110,128110,258+13051,00555,0420.44%+4,038
BECTON DICKINSON & CO(BDX)271,435271,300-13546,75550,7790.40%+4,025
TEXAS CAP BANCSHARES INC(TCBI)046,788+46,78803,9550.03%+3,955
GE AEROSPACE(GE)79,54781,014+1,46720,47524,3710.19%+3,896
MACYS INC(M)0217,262+217,26203,8960.03%+3,896
CADENCE BANK0102,504+102,50403,8480.03%+3,848
AGCO CORP035,922+35,92203,8460.03%+3,846
VERTIV HOLDINGS CO(VRT)117,290124,987+7,69715,06118,8560.15%+3,795
TRUIST FINL CORP(TFC)624,256669,771+45,51526,83730,6220.24%+3,785
MAXIMUS INC(MMS)5,06844,583+39,5153564,0740.03%+3,718
CHEVRON CORP NEW(CVX)291,862293,048+1,18641,79245,5070.36%+3,716
HARTFORD INSURANCE GROUP INC(HIG)408,795416,438+7,64351,86455,5490.44%+3,685
INDEPENDENT BK CORP MASS053,142+53,14203,6760.03%+3,676
HOWARD HUGHES HOLDINGS INC(HHH)72,414104,077+31,6634,8888,5520.07%+3,664
ADVANCE AUTO PARTS INC(AAP)238,567240,011+1,44411,09114,7370.12%+3,646
COMFORT SYS USA INC(FIX)13,23013,011-2197,09410,7370.09%+3,643
HEWLETT PACKARD ENTERPRISE C(HPE)10,592156,052+145,4602173,8330.03%+3,616
CASEYS GEN STORES INC(CASY)49,83151,293+1,46225,42828,9980.23%+3,570
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ZACKS INVESTMENT MANAGEMENT — 13F Holdings — Q3 2025 | TickerTrail