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CIK: 0001086483
Total reported value
$14.1B
$14.1B
692 檔
13.5%
In Q2 2025, Zacks Investment Management's U.S. equity holdings reached a combined market value of $14.1B, distributed across 692 disclosed stock positions.
In Q2 2025, Zacks Investment Management displayed an active expansion posture, initiating 24 new positions and adding to 95 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 692 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -0.32% | -4.51% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | +0.06% | +3.69% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.04% | -0.03% | +0.17% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.91% | +2.01% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | +0.35% | +30.08% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.14% | -0.25% | +0.38% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | +0.02% | +0.81% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | -0.39% | +0.35% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | +0.30% | +0.79% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.65% | -0.14% | -1.19% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | -0.07% | -0.32% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.41% | -0.22% | +0.70% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.39% | +0.05% | +5.46% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.63% | +0.96% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | +0.04% | +0.58% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.30% | -0.13% | +3.40% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 1.27% | -0.04% | +0.66% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.25% | -0.29% | +0.53% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.25% | -0.05% | +0.96% | |
| 20 | MET | Metlife Inc | Stock-Financials | 1.16% | +0.06% | +0.62% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.14% | +0.79% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 1.03% | -0.09% | +0.91% | |
| 23 | COP | Conocophillips | Stock-Energy | 0.98% | -0.39% | +2.65% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | +0.02% | +0.75% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | +0.03% | +0.73% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.13% | +12.52% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.19% | +0.57% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.82% | -0.04% | +1.15% | |
| 29 | PRU | Prudential Financial Inc | Stock-Financials | 0.79% | -0.02% | +1.14% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.22% | +2.67% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.04% | +2.74% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | — | +1.03% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.75% | -0.12% | +1.13% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.14% | +0.71% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.73% | -0.06% | +0.50% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.73% | -0.31% | +8.46% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.06% | +0.38% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.18% | +0.40% | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.69% | -0.06% | +1.07% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.06% | -0.11% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.68% | +0.06% | +1.79% | |
| 42 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.66% | -0.24% | -0.16% | |
| 43 | EME | Emcor Group Inc | Stock-Industrials | 0.65% | — | +3.68% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.05% | -2.33% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.07% | +0.82% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.64% | +0.03% | +0.96% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | — | +1.09% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.09% | +105.40% | |
| 49 | FITB | Fifth Third Bancorp | Stock-Financials | 0.57% | +0.04% | +0.87% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.57% | +0.02% | +0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +3.69% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +30.08% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -4.51% | Trim |
| 4 | AVGO | Broadcom Inc | +0.6% | +0.79% | Add |
| 5 | CI | THE Cigna Group | +0.4% | +19273.36% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +0.38% | Add |
| 7 | NFLX | Netflix Inc | +0.3% | +0.53% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.3% | +340.98% | Add |
| 9 | ACN | Accenture plc | +0.3% | +105.40% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.17% | Add |
| 11 | EME | Emcor Group Inc | +0.2% | +3.68% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | +2036.68% | Add |
| 13 | FERG | Ferguson Enterprises Inc | +0.2% | NEW | New buy |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | -0.16% | Trim |
| 15 | ORCL | Oracle CORP | +0.1% | -1.16% | Trim |
| 16 | CAH | Cardinal Health Inc | +0.1% | +41.98% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.81% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +366.30% | Add |
| 19 | ZS | Zscaler Inc | +0.1% | +32.64% | Add |
| 20 | LDOS | Leidos Holdings Inc | +0.1% | +247.13% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +0.70% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +5.46% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +1.09% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | +1.03% | Add |
| 25 | AAP | Advance Auto Parts Inc | +0.1% | NEW | New buy |
| 26 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 27 | PH | Parker Hannifin CORP | +0.1% | +0.96% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +0.75% | Add |
| 29 | PM | Philip Morris International | +0.1% | +0.66% | Add |
| 30 | BLK | Blackrock Inc | +0.1% | +3.40% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | -20.16% | Trim |
| 32 | HOOD | Robinhood Markets Inc - A | +0.1% | -1.60% | Trim |
| 33 | COR | Cencora Inc | +0.1% | +68.74% | Add |
| 34 | MIR | Mirion Technologies Inc | +0.1% | NEW | New buy |
| 35 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -8.67% | Trim |
| 36 | HWM | Howmet Aerospace Inc | +0.1% | -3.33% | Trim |
| 37 | KR | Kroger Co | +0.1% | NEW | New buy |
| 38 | QGEN | Qiagen N.V. | +0.1% | NEW | New buy |
| 39 | QCOM | Qualcomm Inc | +0.1% | +12.52% | Add |
| 40 | TJX | Tjx Companies Inc | +0.1% | +27.44% | Add |
| 41 | AMAT | Applied Materials Inc | +0.1% | +0.04% | Add |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +4.01% | Add |
| 43 | VRT | Vertiv Holdings Co-a | +0.1% | -1.04% | Trim |
| 44 | CVNA | Carvana Co | +0.1% | NEW | New buy |
| 45 | PEGA | Pegasystems Inc | +0.1% | NEW | New buy |
| 46 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 47 | WMT | Walmart Inc | 0% | +0.35% | Add |
| 48 | BAC | Bank Of America CORP | 0% | +0.73% | Add |
| 49 | SNPS | Synopsys Inc | 0% | +1.24% | Add |
| 50 | C | Citigroup Inc | 0% | +1.35% | Add |
According to official SEC Form 13F filings, Zacks Investment Management reported a total U.S. public equity portfolio value of $14.1B across 692 disclosed positions in Q2 2025.
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, JPM) accounted for 13.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
FERG
市值: $20.4M
Top Position Liquidated / Trimmed
JLL
前期市值: $13.1M
During Q2 2025, Zacks Investment Management's top holdings by market value included MSFT (4.3%)、NVDA (3.8%)、JPM (3.0%). The largest single position, MSFT, represented 4.3% of total portfolio value.
In Q2 2025, Zacks Investment Management made 200 total portfolio adjustments, initiating 24 new buys, adding to 95 positions, trimming 61 holdings, and fully liquidating 20 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.