account_balance

Investment manager · 13F filer · SEC CIK 1086483

Zacks Investment Management

Reported value$14.1Bas of Jun 30, 2026
Positions724 125 new, 107 sold out
Top 10 weight26.9%AAPL alone is 4%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 4.4% Added +25%NVDA NVIDIA Corp 4.0% HeldGOOGL Alphabet Inc. 3.8% HeldMSFT Microsoft Corp 3.0% HeldAVGO Broadcom Inc. 2.2% Added +7%CAT Caterpillar Inc 2.2% Trimmed −32%JPM JPMorgan Chase & Co 2.1% HeldAMZN Amazon.com Inc 1.9% HeldWMT Walmart Inc. 1.7% HeldMETA Meta Platforms, Inc. 1.7% HeldJNJ Johnson & Johnson 1.6% HeldCSCO Cisco Systems, Inc. 1.5% Trimmed −23%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist