Zacks Investment Management
Annual return '25
+19.2%
SPY '25
+17.7%
Alpha
+1.5ptsvs SPY
Invested
$12.5B
Holdings
706
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 0.6% (46.7k → 46.4k shares)
3.9%
02
$AAPL
APPLE INC
Q4 2025: Sold 89.8% (477.1k → 48.5k shares)
3.5%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 0.7% (21.3k → 21.1k shares)
3.4%
04
$MSFT
MICROSOFT CORP
Q4 2025: Sold 91.8% (275.3k → 22.5k shares)
3.3%
05
$CAT
CATERPILLAR INC
Q4 2025: Exited (was 746.3k shares)
2.4%
06
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 99.6% (2.18M → 9.0k shares)
2.2%
07
$WMT
WALMART INC
Q4 2025: Exited (was 461.3k shares)
2.1%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 0.9% (15.3k → 15.1k shares)
2.0%
09
$AVGO
BROADCOM INC
Q4 2025: Sold 95.3% (244.3k → 11.5k shares)
1.9%
10
$META
META PLATFORMS INC
Q4 2025: Sold 95.3% (129.1k → 6.0k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:58 UTC.