ZACKS INVESTMENT MANAGEMENT

RIA/Wealth

ZACKS INVESTMENT MANAGEMENT is a RIA/Wealth based in Chicago, IL led by Mitchel Ethan Zacks, managing $12.6B across 738 long positions as of Q3 2025 with NVDA as the largest holding (4% allocation).

PresidentMitchel Ethan Zacks

Portfolio Value: $12.6B
Positions: 738
Top Holding: NVDA at 4.31%
Last Reported: Q3 2025

Address10 S. Riverside Plaza, Suite 1600, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in ZACKS INVESTMENT MANAGEMENT's portfolio (27.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$540.6M	4.31%	+$13.4M Bought	0.01% 2.9M shares	Q2 2015 Held for 10y 5m
2 Microsoft MSFT	Software - Infrastructure Technology	$531.9M	4.24%	+$2.9M Bought	0.01% 1.0M shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$406.5M	3.24%	+$21.3M Bought	0.01% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$387.0M	3.08%	+$929.6K Bought	0.04% 1.2M shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$377.6M	3.01%	-$619.9K Sold	0.01% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$347.3M	2.77%	+$99.0M Bought	0.02% 472.9K shares	Q3 2013 Held for 12y 2m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$238.6M	1.90%	-$797.9K Sold	0.01% 1.1M shares	Q3 2015 Held for 10y 2m
8 Broadcom Inc. AVGO	Semiconductors Technology	$232.6M	1.85%	-$595.2K Sold	0.01% 705.0K shares	Q1 2019 Held for 6y 8m
9 Walmart WMT	Discount Stores Consumer Defensive	$211.9M	1.69%	+$3.0M Bought	0.03% 2.1M shares	≤ Q2 2013 Held for 12y 5m+
10 Home Depot HD	Home Improvement Consumer Cyclical	$208.7M	1.66%	+$2.9M Bought	0.05% 515.1K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ZACKS INVESTMENT MANAGEMENT's latest filing

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Market Value

$12.6B

Prior: $11.7B

Q/Q Change

+7.39%

+$863.8M

Net Flows % of MV

-1.94%

Turnover Ratio

5.15%

New Purchases

52 stocks

$70.3M

Added To

325 stocks

+$451.4M

Sold Out Of

121 stocks

$182.4M

Reduced Holdings

217 stocks

-$582.6M

Increased Positions

Position	Shares Δ	Change
1 Pentair PNR	New	0 → 340.2K +$37.7M
2 Teleflex TFX	New	0 → 57.3K +$7.0M
3 Q2 Holdings QTWO	New	0 → 42.4K +$3.1M
4 Jackson Financial JXN	New	0 → 25.7K +$2.6M
5 LendingTree TREE	New	0 → 32.7K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	125.2K → 0 −$21.6M
2 Zoetis ZTS	Sold	70.5K → 0 −$11.0M
3 Carrier Global CARR	Sold	146.2K → 0 −$10.7M
4 Coterra Energy CTRA	Sold	383.7K → 0 −$9.7M
5 Portland General Electric POR	Sold	189.7K → 0 −$7.7M

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Analytics

Portfolio insights and performance metrics for ZACKS INVESTMENT MANAGEMENT

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Sector Allocation

Technology

24.70%

Financial Services

16.80%

Industrials

12.00%

Healthcare

10.10%

Communication Services

9.60%

Consumer Cyclical

7.40%

Consumer Defensive

7.00%

Energy

3.80%

ETF

3.00%

Utilities

2.50%

Real Estate

2.40%

Basic Materials

0.50%

Market Cap Distribution

Mega Cap (> $200B)

51.19%

Large Cap ($10B - $200B)

41.51%

Mid Cap ($2B - $10B)

2.80%

Small Cap ($300M - $2B)

0.70%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.66%

N/A (ETF or Unknown)

3.11%

Portfolio Concentration

Top 10 Holdings %

27.74%

Top 20 Holdings %

40.94%

Top 50 Holdings %

62.63%

Top 100 Holdings %

81.1%