Long-term investor
Zacks Investment Management @zacksinvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001086483).
Record
- Tracked since 2025-06-30 (434 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +8.8% · 1 year +16.6% · all +16.6%
- Max drawdown -1.6% · Sharpe 1.12 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.4% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- GOOGL · 3.8% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- CAT · 2.2% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- WMT · 1.7% · long · since 2025-06-30
- META · 1.7% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30
- CSCO · 1.5% · long · since 2025-06-30