Arkolith/Funds/Zacks Investment Management

Zacks Investment Management

CIK 1086483
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Zacks Investment Management holds a diversified book of 724 stocks worth $14.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Flex Ltd and trimmed Nvidia Corp. Their largest long position is Apple Inc at 4% of the equity book.

Opened
126
bought for the first time
Added to
337
already held, bought more
Trimmed
241
sold some, still holds it
Sold out
107
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
27%
Top 20 holdings
40%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
33%
Financials
16%
Industrials
13%
Health Care
9%
Consumer Discretionary
8%
Utilities
3%
ETF / fund or unclassified
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Zacks Investment Management

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC9 / 80$241.4M
Outlook Capital Management, LLC20 / 80$287.6M
Draper Asset Management, LLC8 / 80$170.5M
Skandinaviska Enskilda Banken AB (publ)23 / 80$2.2B
Hoey Investments, Inc60 / 80$650.9M
Howard Hughes Medical Institute17 / 80$373.2M
New World Advisors LLC48 / 80$476.7M
Independent Investors Inc27 / 80$418.6M

Ranked by the share of each fund's own book sitting in the names it shares with Zacks Investment Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

724 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$620.0M2.14M
4.4%
+25%
Added · +422K sh
2Nvidia Corporation
COM
$560.3M2.80M
4.0%
−0.1%
Reduced · −2K sh
3Alphabet Inc
CAP STK CL A
$533.1M1.49M
3.8%
~0%
Reduced · −92 sh
4Microsoft Corp
COM
$415.7M1.11M
3.0%
+1.0%
Added · +11K sh
5Broadcom Inc
COM
$315.4M834.8K
2.2%
+6.7%
Added · +52K sh
6Caterpillar Inc
COM
$304.0M285.4K
2.2%
−32%
Reduced · −133K sh
7JPMorgan Chase & Co
COM
$298.0M910.3K
2.1%
−0.3%
Reduced · −3K sh
8Amazon Com Inc
COM
$271.3M1.14M
1.9%
−0.4%
Reduced · −4K sh
9Walmart Inc
COM
$237.0M2.09M
1.7%
+0.2%
Added · +5K sh
10Meta Platforms Inc
CL A
$234.1M415.5K
1.7%
−0.1%
Reduced · −658 sh
11Johnson & Johnson
COM
$222.3M875.1K
1.6%
~0%
Reduced · −405 sh
12Cisco Sys Inc
COM
$210.7M1.79M
1.5%
−23%
Reduced · −534K sh
13Abbvie Inc
COM
$205.2M815.4K
1.5%
~0%
Reduced · −100 sh
14Parker-Hannifin Corp
COM
$199.5M204.0K
1.4%
−0.6%
Reduced · −1K sh
15Exxon Mobil Corp
COM
$199.1M1.46M
1.4%
−3.3%
Reduced · −49K sh
16Home Depot Inc
COM
$178.9M507.3K
1.3%
+0.1%
Added · +317 sh
17Procter & Gamble Co
COM
$172.4M1.18M
1.2%
−0.3%
Reduced · −3K sh
18Dell Technologies Inc
CL C
$166.2M385.1K
1.2%
+404%
Added · +309K sh
19Philip Morris Intl Inc
COM
$143.9M795.5K
1.0%
−0.8%
Reduced · −6K sh
20Metlife Inc
COM
$141.1M1.67M
1.0%
+0.1%
Added · +2K sh
21Merck & Co Inc
COM
$139.8M1.09M
1.0%
+0.2%
Added · +2K sh
22Eli Lilly & Co
COM
$137.3M114.4K
1.0%
+0.9%
Added · +1K sh
23BlackRock Inc
COM
$132.4M137.7K
0.9%
−0.6%
Reduced · −782 sh
24Advanced Micro Devices Inc
COM
$130.2M224.1K
0.9%
+22%
Added · +40K sh
25ConocoPhillips
COM
$128.9M1.24M
0.9%
−0.1%
Reduced · −656 sh
26Applied Matls Inc
COM
$128.6M177.9K
0.9%
+1.7%
Added · +3K sh
27Bank Of Amer Corp
COM
$127.9M2.24M
0.9%
+0.1%
Added · +2K sh
28Bank Of NY Mellon Corp
COM
$122.6M847.5K
0.9%
−0.7%
Reduced · −6K sh
29Tesla Inc
COM
$120.1M285.6K
0.9%
+0.4%
Added · +1K sh
30Emcor Group Inc
COM
$120.1M144.7K
0.9%
+1.0%
Added · +1K sh
31Cummins Inc
COM
$110.6M155.1K
0.8%
+2.7%
Added · +4K sh
32American Elec PWR Co Inc
COM
$108.8M795.1K
0.8%
+0.5%
Added · +4K sh
33General Dynamics Corp
COM
$103.5M292.3K
0.7%
~0%
Added · +89 sh
34International Business Machs
COM
$103.0M366.2K
0.7%
−0.1%
Reduced · −567 sh
35Coca Cola Co
COM
$101.1M1.24M
0.7%
~0%
Added · +322 sh
36Delta Air Lines Inc
COM NEW
$100.9M1.08M
0.7%
−0.1%
Reduced · −1K sh
37Lam Research Corp
COM NEW
$100.7M232.5K
0.7%
+0.1%
Added · +194 sh
38CSX Corp
COM
$99.6M2.09M
0.7%
+20%
Added · +349K sh
39Southern Co
COM
$99.3M1.04M
0.7%
~0%
Added · +346 sh
40PNC Finl Svcs Group Inc
COM
$98.7M400.7K
0.7%
+0.2%
Added · +999 sh
41Micron Technology Inc
COM
$97.8M84.7K
0.7%
16×
Added · +79K sh
42Kinder Morgan Inc Del
COM
$93.9M2.94M
0.7%
−0.3%
Reduced · −9K sh
43Amphenol Corp
CL A
$92.6M525.0K
0.7%
+0.7%
Added · +4K sh
44Prudential Finl Inc
COM
$92.0M852.4K
0.7%
−0.1%
Reduced · −685 sh
45Fifth Third Bancorp
COM
$91.3M1.62M
0.6%
−0.7%
Reduced · −11K sh
46McDonalds Corp
COM
$89.2M329.8K
0.6%
−0.2%
Reduced · −678 sh
47Prologis Inc.
COM
$88.3M651.7K
0.6%
+0.3%
Added · +2K sh
48US Bancorp
COM NEW
$87.9M1.46M
0.6%
−0.1%
Reduced · −824 sh
49Verizon Communications Inc
COM
$87.8M2.07M
0.6%
−0.2%
Reduced · −5K sh
50Qualcomm Inc
COM
$87.7M474.4K
0.6%
−0.8%
Reduced · −4K sh
Showing 50 of 724 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026724$14.1B13F-HR
Q1 2026Mar 31, 2026May 14, 20261,115$12.5B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026723$12.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,117$12.6B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025692$11.7B13F-HR
Q1 2025Mar 31, 2025May 14, 2025651$10.7B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025665$10.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024678$11.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024608$8.9B13F-HR
Q1 2024Mar 31, 2024May 15, 2024629$9.4B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024610$8.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023600$7.7B13F-HR
Q2 2023Jun 30, 2023Aug 15, 2023635$8.0B13F-HR/A
Q1 2023Mar 31, 2023May 15, 2023625$7.5B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023596$7.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022575$6.3B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022562$6.6B13F-HR
Q1 2022Mar 31, 2022May 13, 2022585$7.2B13F-HR
Q4 2021Dec 31, 2021Feb 15, 2022599$7.1B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021594$6.3B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021570$6.2B13F-HR
Q1 2021Mar 31, 2021May 17, 2021493$5.6B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021515$5.4B13F-HR
Amended / restated
  • Q2 2023 · filed Aug 15, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.