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Latest ZACKS INVESTMENT MANAGEMENT Stock Portfolio

ZACKS INVESTMENT MANAGEMENT Performance:
2025 Q4: 1.95%YTD: 15.76%2024: 18.22%
Performance for 2025 Q4 is 1.95%, and YTD is 15.76%, and 2024 is 18.22%.

About ZACKS INVESTMENT MANAGEMENT and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, ZACKS INVESTMENT MANAGEMENT reported an equity portfolio of $12.7 Billions as of 31 Dec, 2025.

The top stock holdings of ZACKS INVESTMENT MANAGEMENT are NVDA, MSFT, GOOG. The fund has invested 4.1% of it's portfolio in NVIDIA CORPORATION and 3.9% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off DUOLINGO INC (DUOL), GLOBAL PMTS INC (GPN) and STARWOOD PPTY TR INC (STWD) stocks. They significantly reduced their stock positions in DUPONT DE NEMOURS INC (DD), MARVELL TECHNOLOGY INC (MRVL) and ITRON INC (ITRI). ZACKS INVESTMENT MANAGEMENT opened new stock positions in MONGODB INC (MDB), HF SINCLAIR CORP (DINO) and ZACKS TRUST (ZECP). The fund showed a lot of confidence in some stocks as they added substantially to ANALOG DEVICES INC (ADI), ROSS STORES INC (ROST) and TWILIO INC (TWLO).

ZACKS INVESTMENT MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that ZACKS INVESTMENT MANAGEMENT made a return of 1.95% in the last quarter. In trailing 12 months, it's portfolio return was 15.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mongodb inc26,430,500
hf sinclair corp17,531,900
zacks trust13,965,800
uipath inc12,879,200
alcoa corp12,194,800
lauder estee cos inc11,171,500
omnicom group inc10,700,800
expedia group inc9,730,410
New stocks bought by ZACKS INVESTMENT MANAGEMENT

Additions

Ticker% Inc.
analog devices inc7,241
ishares tr6,725
ross stores inc4,509
twilio inc4,204
phillips 664,120
intel corp3,658
ishares tr1,129
ishares tr844
Additions to existing portfolio by ZACKS INVESTMENT MANAGEMENT

Reductions

Ticker% Reduced
dupont de nemours inc-97.57
marvell technology inc-96.96
itron inc-96.33
snowflake inc-95.94
texas instrs inc-94.44
advance auto parts inc-84.87
netapp inc-84.06
post hldgs inc-79.44
ZACKS INVESTMENT MANAGEMENT reduced stake in above stock

Sold off

None of the stocks were completely sold off by ZACKS INVESTMENT MANAGEMENT

Sector Distribution

ZACKS INVESTMENT MANAGEMENT has about 24% of it's holdings in Technology sector.

Sector%
Technology24
Financial Services15.5
Industrials11.5
Healthcare10.2
Communication Services8.7
Others7.2
Consumer Cyclical7.1
Consumer Defensive6.9
Energy3.9
Utilities2.4
Real Estate2.4

Market Cap. Distribution

ZACKS INVESTMENT MANAGEMENT has about 89.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP52.5
LARGE-CAP37.3
UNALLOCATED7
MID-CAP2.3

Stocks belong to which Index?

About 86.5% of the stocks held by ZACKS INVESTMENT MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50084
Others13.5
RUSSELL 20002.5
Top 5 Winners (%)%
XLB
select sector spdr tr
82.3 %
XLB
select sector spdr tr
79.9 %
HL
hecla mng co
58.0 %
RIGL
rigel pharmaceuticals inc
49.4 %
PSLV
sprott asset management lp
49.2 %
Top 5 Winners ($)$
GOOG
alphabet inc
106.7 M
CAT
caterpillar inc
40.4 M
LLY
eli lilly & co
35.6 M
AAPL
apple inc
27.4 M
PH
parker-hannifin corp
25.1 M
Top 5 Losers (%)%
TPL
texas pacific land corporati
-60.1 %
NANX
solesence inc
-50.5 %
BLZE
backblaze inc
-49.8 %
LRN
stride inc
-41.7 %
COUR
coursera inc
-36.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-35.1 M
META
meta platforms inc
-34.2 M
HD
home depot inc
-31.3 M
NFLX
netflix inc
-23.1 M
ORCL
oracle corp
-18.4 M

ZACKS INVESTMENT MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ZACKS INVESTMENT MANAGEMENT

ZACKS INVESTMENT MANAGEMENT has 722 stocks in it's portfolio. About 28% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for ZACKS INVESTMENT MANAGEMENT last quarter.

Last Reported on: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions