Zacks Investment Management Reduced Holdings in Q1 2025

Zacks Investment Management

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.84K
- 3.64%
$29.82 - $30.1 $84.6K - $85.4K
75K $2.26M
HBT
Hbt Financial, Inc.

Financial Services
-3.66K
- 13.02%
$20.76 - $25.55 $75.9K - $93.4K
24.4K $547K
QCRH
Qcr Holdings Inc

Financial Services
-374
- 8.71%
$71.32 - $81.55 $26.7K - $30.5K
3.92K $279K
SPXC
Spx Corp

Industrials
-4
- 0.1%
$128.78 - $154.37 $515 - $617
3.87K $497K
EE
Excelerate Energy, Inc.

Utilities
-1.54K
- 11.36%
$27.92 - $32.38 $43.1K - $50K
12K $345K
A
Agilent Technologies, Inc.

Healthcare
-12
- 0.33%
$116.69 - $152.6 $1.4K - $1.83K
3.59K $419K
POOL
Pool Corp

Industrials
-42
- 2.21%
$314.92 - $364.31 $13.2K - $15.3K
1.86K $590K
FIS
Fidelity National Information Services, Inc.

Technology
-57
- 0.8%
$68.12 - $83.42 $3.88K - $4.75K
7.05K $526K
CTLP
Cantaloupe, Inc.

Technology
-55
- 0.2%
$7.52 - $11.15 $414 - $613
27.6K $216K
ALEX
Alexander & Baldwin, Inc.

Real Estate
-1.59K
- 4.34%
$17.04 - $18.35 $27.1K - $29.2K
35.1K $604K
XLE
Energy Sector Spdr

ETFs
-778
- 20.95%
$85.7 - $93.96 $66.7K - $73.1K
2.94K $274K
JBL
Jabil Inc

Technology
-171
- 6.98%
$130.51 - $173.33 $22.3K - $29.6K
2.28K $309K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-177
- 12.62%
$168.16 - $186.21 $29.8K - $33K
1.23K $209K
NICE
Nice Ltd.

Technology
-40
- 1.94%
$139.18 - $178.5 $5.57K - $7.14K
2.02K $311K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-331
- 10.71%
$126.11 - $135.06 $41.7K - $44.7K
2.76K $356K
CL
Colgate Palmolive CO

Consumer Defensive
-559
- 9.39%
$85.68 - $97.5 $47.9K - $54.5K
5.39K $505K
IQV
Iqvia Holdings Inc.

Healthcare
-6
- 0.37%
$176.3 - $209.96 $1.06K - $1.26K
1.61K $282K
HSTM
Healthstream Inc

Healthcare
-1.83K
- 2.6%
$30.95 - $33.99 $56.5K - $62.1K
68.4K $2.2M
CNDT
Conduent Inc

Technology
-65
- 0.32%
$2.7 - $4.42 $176 - $287
20.3K $54K
ASML
Asml Holding Nv

Technology
-17
- 3.44%
$662.63 - $776.99 $11.3K - $13.2K
477 $316K
CLNE
Clean Energy Fuels Corp.

Energy
-4
- 0.02%
$1.55 - $3.57 $6.2 - $14.3
26.6K $41K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-381
- 4.29%
$25.58 - $29.24 $9.75K - $11.1K
8.5K $222K
OLP
One Liberty Properties Inc

Real Estate
-69
- 0.34%
$25.14 - $27.51 $1.73K - $1.9K
20.4K $536K
DFS
Discover Financial Services

Financial Services
-65
- 2.26%
$152.99 - $203.25 $9.94K - $13.2K
2.81K $479K
SRCE
1 St Source Corp

Financial Services
-577
- 5.32%
$54.91 - $67.65 $31.7K - $39K
10.3K $614K
XEL
Xcel Energy Inc

Utilities
-549
- 7.75%
$63.37 - $72.1 $34.8K - $39.6K
6.54K $462K
DVY
Ishares Tr

ETFs
-159
- 8.34%
$128.58 - $138.1 $20.4K - $22K
1.75K $234K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-387
- 0.77%
$50.44 - $50.7 $19.5K - $19.6K
49.8K $2.53M
MMSI
Merit Medical Systems Inc

Healthcare
-629
- 9.42%
$95.64 - $110.29 $60.2K - $69.4K
6.05K $639K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3
- 0.12%
$169.43 - $182.84 $508 - $549
2.52K $435K
WM
Waste Management Inc

Industrials
-368
- 13.45%
$200.54 - $233.78 $73.8K - $86K
2.37K $548K
CBAN
Colony Bankcorp Inc

Financial Services
-224
- 0.11%
$14.67 - $17.66 $3.29K - $3.96K
212K $3.43M
Choiceone Finl Svcs Inc
-87.8K
- 69.61%
N/A
38.3K $0
ETF Opportunities Trust
-975
- 1.05%
N/A
91.6K $0
Npk International Inc
-6.44K
- 26.5%
N/A
17.9K $0
American Healthcare Reit Inc
-23.8K
- 53.98%
N/A
20.3K $0
Lam Research Corp
-151
- 1.39%
N/A
10.7K $0
Jacobs Solutions Inc
-31
- 1.75%
N/A
1.74K $0
Veralto Corp
-38.7K
- 92.73%
N/A
3.04K $0
Virgin Galactic Holdings Inc
-462
- 1.17%
N/A
39.1K $0
ENB
Enbridge Inc

Energy
-228
- 3.72%
$41.54 - $45.45 $9.47K - $10.4K
5.9K $261K
AZZ
Azz Inc

Industrials
-57
- 1.25%
$82.13 - $99.01 $4.68K - $5.64K
4.5K $376K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-88
- 1.29%
$37.07 - $40.63 $3.26K - $3.58K
6.71K $264K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1
- 0.01%
$51.52 - $52.37 $51.5 - $52.4
19.5K $1.02M
CTVA
Corteva, Inc.

Basic Materials
-210
- 4.23%
$55.94 - $66.15 $11.7K - $13.9K
4.75K $298K
UNP
Union Pacific Corp

Industrials
-32
- 1.08%
$225.21 - $254.42 $7.21K - $8.14K
2.93K $691K
TDY
Teledyne Technologies Inc

Technology
-2
- 0.33%
$455.51 - $518.84 $911 - $1.04K
610 $303K
NOC
Northrop Grumman Corp

Industrials
-5
- 0.79%
$433.45 - $513.82 $2.17K - $2.57K
629 $322K
ELV
Elevance Health, Inc.

Healthcare
-25
- 3.61%
$365.9 - $436.25 $9.15K - $10.9K
667 $290K
Activity Summary
Buys All Purchases 457 New Holdings 114 Increased Positions 343 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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