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CIK: 0001086483
Total reported value
$14.1B
$14.1B
678 檔
12.2%
During the Q3 2024 filing period, Zacks Investment Management (CIK: 0001086483) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $14.1B across 678 reported positions.
In Q3 2024, Zacks Investment Management displayed an active expansion posture, initiating 54 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 678 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | -0.32% | +9.23% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.06% | -6.45% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.91% | — | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | -0.03% | +11.61% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.14% | +11.08% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.95% | -0.07% | +11.01% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.25% | -0.37% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.35% | -7.04% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.02% | — | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.54% | -0.39% | +10.92% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.52% | -0.22% | +2.11% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | +0.30% | +774.40% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | +0.04% | +10.98% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -0.63% | +10.60% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.14% | +10.72% | |
| 16 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.32% | -0.04% | +10.32% | |
| 17 | MET | Metlife Inc | Stock-Financials | 1.31% | +0.06% | +11.20% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.25% | +0.16% | +124.63% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.24% | -0.39% | +10.94% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.23% | -0.05% | +11.02% | |
| 21 | BLKCHF | Blackrock Inc | Stock-Other | 1.18% | — | +4.01% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.17% | -0.06% | +10.77% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 1.12% | -0.09% | +11.00% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.01% | -0.18% | +10.13% | |
| 25 | PRU | Prudential Financial Inc | Stock-Financials | 0.97% | -0.02% | +10.37% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.19% | +10.50% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.93% | +0.12% | +28.94% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.93% | -0.04% | +10.60% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.05% | +2.89% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.14% | +9.84% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.13% | +3.82% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.22% | +10.52% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | -0.06% | +11.31% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | +0.03% | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.02% | +41.24% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.04% | +1.56% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.13% | +37.79% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.73% | +0.43% | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.29% | +8.41% | |
| 40 | DOW | Dow Inc | Stock-Materials | 0.70% | +0.03% | NEW | |
| 41 | AEP | American Electric Power | Stock-Utilities | 0.70% | -0.06% | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.69% | +0.03% | +11.77% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.05% | +3.25% | |
| 44 | FITB | Fifth Third Bancorp | Stock-Financials | 0.65% | +0.04% | +10.01% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | — | -0.66% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.62% | +0.02% | +9.59% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.62% | -0.12% | +10.57% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.60% | -0.14% | +10.92% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.31% | +10.79% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.9% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +1.7% | NEW | New buy |
| 3 | BAC | Bank Of America CORP | +0.8% | NEW | New buy |
| 4 | AMAT | Applied Materials Inc | +0.7% | NEW | New buy |
| 5 | AEP | American Electric Power | +0.7% | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | +0.6% | +124.63% | Add |
| 7 | ABT | Abbott Laboratories | +0.6% | NEW | New buy |
| 8 | BDX | Becton Dickinson And Co | +0.6% | NEW | New buy |
| 9 | BNY | Bank Of New York Mellon CORP | +0.5% | NEW | New buy |
| 10 | AXP | American Express Co | +0.5% | NEW | New buy |
| 11 | 6D8 | Dupont De Nemours Inc | +0.4% | NEW | New buy |
| 12 | ADP | Automatic Data Processing | +0.4% | NEW | New buy |
| 13 | AMD | Advanced Micro Devices | +0.3% | NEW | New buy |
| 14 | AMGN | Amgen Inc | +0.3% | NEW | New buy |
| 15 | ANETEUR | Arista Networks Inc | +0.3% | NEW | New buy |
| 16 | NOW | Servicenow Inc | +0.2% | +1855.26% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.2% | +41.24% | Add |
| 18 | AWK | American Water Works Co Inc | +0.2% | NEW | New buy |
| 19 | LMT | Lockheed Martin CORP | +0.2% | +37.79% | Add |
| 20 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 21 | WRB | Wr Berkley CORP | +0.2% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.2% | +28.94% | Add |
| 23 | ZTS | Zoetis Inc | +0.1% | NEW | New buy |
| 24 | BAH | Booz Allen Hamilton Holdings | +0.1% | NEW | New buy |
| 25 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 26 | APP | Applovin Corp-class A | +0.1% | +328.08% | Add |
| 27 | MANH | Manhattan Associates Inc | +0.1% | +49.35% | Add |
| 28 | DDOG | Datadog Inc - Class A | +0.1% | +180.82% | Add |
| 29 | HWM | Howmet Aerospace Inc | +0.1% | +110.76% | Add |
| 30 | MU | Micron Technology Inc | +0.1% | +5135.13% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 32 | PH | Parker Hannifin CORP | +0.1% | +11.02% | Add |
| 33 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 34 | UI | Ubiquiti Inc | +0.1% | NEW | New buy |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 36 | AVY | Avery Dennison CORP | +0.1% | NEW | New buy |
| 37 | MMM | 3m Co | +0.1% | +10.54% | Add |
| 38 | BXP | Bxp Inc | +0.1% | +75.85% | Add |
| 39 | CBSH | Commerce Bancshares Inc | +0.1% | NEW | New buy |
| 40 | CVNA | Carvana Co | +0.1% | NEW | New buy |
| 41 | ADMA | Adma Biologics Inc | +0.1% | NEW | New buy |
| 42 | HHH | Howard Hughes Holdings Inc | +0.1% | NEW | New buy |
| 43 | OHI | Omega Healthcare Investors | +0.1% | NEW | New buy |
| 44 | PHM | Pultegroup Inc | 0% | +10.28% | Add |
| 45 | PRA | Proassurance CORP | 0% | NEW | New buy |
| 46 | PPC | Pilgrim's Pride CORP | 0% | NEW | New buy |
| 47 | FBND | Fidelity Total Bond ETF | 0% | +577.95% | Add |
| 48 | APH | Amphenol Corp-cl A | 0% | NEW | New buy |
| 49 | VLTO | Veralto CORP | 0% | NEW | New buy |
| 50 | CART | Maplebear Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Zacks Investment Management reported a total U.S. public equity portfolio value of $14.1B across 678 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 12.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
AAPL
市值: $330.4M
Top Position Liquidated / Trimmed
NUE
前期市值: $22.9M
During Q3 2024, Zacks Investment Management's top holdings by market value included MSFT (4.3%)、NVDA (3.2%)、AAPL (2.9%). The largest single position, MSFT, represented 4.3% of total portfolio value.
In Q3 2024, Zacks Investment Management made 200 total portfolio adjustments, initiating 54 new buys, adding to 108 positions, trimming 23 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.