Zacks Investment Management Portfolio Holdings
Zacks Investment Management
- $11.4 Billion
- Q2 2025
Zacks Investment Management has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.4 Billion distributed in 692 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $508M, Nvidia Corp with a value of $446M, Jpmorgan Chase & CO with a value of $355M, Apple Inc. with a value of $310M, and Alphabet Inc. with a value of $274M.
Examining the 13F form we can see an increase of $895M in the current position value, from $10.5B to 11.4B.
Zacks Investment Management is based out at Chicago, IL
Below you can find more details about Zacks Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$11.4 Billion
Technology: $2.75 Billion
Financial Services: $1.83 Billion
Industrials: $1.32 Billion
Healthcare: $1.17 Billion
Communication Services: $1.06 Billion
Consumer Defensive: $876 Million
Consumer Cyclical: $816 Million
Energy: $470 Million
Other: $1.07 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 692
- Current Value $11.4 Billion
- Prior Value $10.5 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 138 stocks
- Additional Purchases 271 stocks
- Sold out of 0 stocks
- Reduced holdings in 252 stocks