ZACKS INVESTMENT MANAGEMENT
•CIK: 1086483•Filing: Q4 2025
Zacks Investment Management, led by the reputable team of Chuck Akre and Jeff Hirsch, currently manages $12.7 billion in assets with a focus on growth-oriented tech and financial stocks, as evidenced by top holdings like NVDA, MSFT, and AAPL. Recently, the fund has made notable moves by adding MDB, DINO, and QUIZ, while exiting DUOL and GPN, and significantly increasing positions in IWR and IWV, reflecting a strategy that capitalizes on high-growth opportunities and market trends.
Total AUM
$12.7B
QoQ Performance
+1.4%
Positions
622
Top 10 Concentration
29.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.1%
MSFT3.9%
GOOGL3.7%
AAPL3.4%
JPM2.8%
META2.3%
AVGO2.1%
AMZN2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.5%
Technology26.2%
Financial9.9%
Healthcare8.6%
Consumer8.6%
Industrial3.6%
Energy2.5%
Communication2.0%
🚪 Exited Positionssold since Q3 2025
+543 more exited positions
Changes from Q3 2025
NEW10 new positions
↑74 increased
↓116 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023