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Frank C. Lanza

Zacks Investment Management

Assets Managed
$12.471B
Holdings
706
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
-2.01%(2Q avg: -0.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Zacks Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 706 positions.

Assets under management

The assets under management (AUM) of Zacks Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 12.471B in assets, with a quarterly growth rate of -2.01% and a 2-quarter average growth rate of -0.31%. The portfolio is managed by Frank C. Lanza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.76%
3.92%
$488.652M
2.802M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 8.91%
3.51%
$436.737M
1.721M shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.5%
3.45%
$429.026M
1.492M shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.51%
3.28%
$408.531M
1.104M shares@ $370.17 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.86%
2.38%
$296.323M
418,264 shares@ $708.47 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -16.36%
2.16%
$268.538M
912,899 shares@ $294.16 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.64%
2.09%
$259.518M
2.088M shares@ $124.29 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.42%
2.05%
$255.492M
1.506M shares@ $169.66 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.25%
1.95%
$242.182M
782,470 shares@ $309.52 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -7.17%
1.91%
$238.103M
416,169 shares@ $572.14 avg price

1-10 of 706