ZACKS INVESTMENT MANAGEMENT

PrivateCIK: 1086483
Location

CHICAGO, IL

724
Positions
$14.06B
Total AUM (reported)
104.64M
Total Shares

Allocation by class

TOTAL AUM$14.06B724 positions
COM$11.18B79.5%
CL A$613.63M4.4%
CAP STK CL A$533.15M3.8%
COM NEW$498.30M3.5%
CL C$166.17M1.2%
COM CL A$143.07M1.0%
COM SHS$119.33M0.8%

Portfolio Concentration

Top 312.2%4–1014.8%11–2517.8%Rest55.2%TOP 1026.9%0%100%
Top 3$1.71B12.2%
4–10$2.08B14.8%
11–25$2.51B17.8%
Rest$7.77B55.2%

Top 3 weight

12.2%

Top 10 weight

26.9%

Voting Authority Distribution

Total shares with voting rights: 104.64M

Sole

Full voting authority

104.64M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole724
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings724
Rows:

APPLE INC

SOLE
COM
Shares2.14M
TypeSH
Market value$619.95M
4.41%
Sole
2.14M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares2.80M
TypeSH
Market value$560.26M
3.98%
Sole
2.80M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.49M
TypeSH
Market value$533.15M
3.79%
Sole
1.49M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.11M
TypeSH
Market value$415.67M
2.96%
Sole
1.11M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares834.83K
TypeSH
Market value$315.36M
2.24%
Sole
834.83K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares285.44K
TypeSH
Market value$303.97M
2.16%
Sole
285.44K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares910.32K
TypeSH
Market value$297.97M
2.12%
Sole
910.32K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.14M
TypeSH
Market value$271.25M
1.93%
Sole
1.14M
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares2.09M
TypeSH
Market value$237.02M
1.69%
Sole
2.09M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares415.51K
TypeSH
Market value$234.05M
1.66%
Sole
415.51K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares875.12K
TypeSH
Market value$222.26M
1.58%
Sole
875.12K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares1.79M
TypeSH
Market value$210.65M
1.50%
Sole
1.79M
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares815.43K
TypeSH
Market value$205.20M
1.46%
Sole
815.43K
Shared
0.00
None
0.00

PARKER-HANNIFIN CORP

SOLE
COM
Shares203.97K
TypeSH
Market value$199.51M
1.42%
Sole
203.97K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares1.46M
TypeSH
Market value$199.15M
1.42%
Sole
1.46M
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares507.25K
TypeSH
Market value$178.90M
1.27%
Sole
507.25K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares1.18M
TypeSH
Market value$172.43M
1.23%
Sole
1.18M
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares385.14K
TypeSH
Market value$166.17M
1.18%
Sole
385.14K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares795.47K
TypeSH
Market value$143.91M
1.02%
Sole
795.47K
Shared
0.00
None
0.00

METLIFE INC

SOLE
COM
Shares1.67M
TypeSH
Market value$141.14M
1.00%
Sole
1.67M
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares1.09M
TypeSH
Market value$139.76M
0.99%
Sole
1.09M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares114.45K
TypeSH
Market value$137.27M
0.98%
Sole
114.45K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares137.66K
TypeSH
Market value$132.37M
0.94%
Sole
137.66K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares224.07K
TypeSH
Market value$130.17M
0.93%
Sole
224.07K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares1.24M
TypeSH
Market value$128.93M
0.92%
Sole
1.24M
Shared
0.00
None
0.00
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