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Portfolio (Quarterly) Guide ↗

ZWJ INVESTMENT COUNSEL INC

· CIK 0000842782
13F Portfolio $3.1B AUM 290 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 103 Added 52 Reduced 12 Exited
Page 1 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ABBV ABBVIE INC Healthcare 341,420.0 $85.9M 2.78% +3K +1.0% $251.64 +4.5%
2 MSFT MICROSOFT CORP Technology 218,989.0 $81.7M 2.64% +9K +4.3% $373.02 +33.1%
3 AAPL APPLE INC Technology 261,571.0 $75.7M 2.45% +7K +2.9% $289.36 +8.3%
4 AZN ASTRAZENECA PLC Healthcare 395,978.0 $75.1M 2.43% +9K +2.2% $189.60 -12.3%
5 JPM JPMORGAN CHASE & CO Financial Services 225,108.0 $73.7M 2.38% +5K +2.2% $327.33 +8.9%
6 V VISA INC Financial Services 208,026.0 $71.4M 2.31% +10K +5.2% $343.09 +11.9%
7 CB CHUBB LIMITED Financial Services 199,754.0 $68.1M 2.20% +2K +0.9% $340.74 +0.9%
8 ORCL ORACLE CORP Technology 395,996.0 $58.0M 1.88% +3K +0.7% $146.55 +1.6%
9 JNJ JOHNSON & JOHNSON Healthcare 224,792.0 $57.1M 1.85% +7K +3.3% $253.97 +6.3%
10 PGR PROGRESSIVE CORP Financial Services 253,791.0 $55.4M 1.79% +9K +3.5% $218.45 +1.9%
11 AXP AMERICAN EXPRESS CO Financial Services 158,339.0 $53.6M 1.73% +1K +0.9% $338.25 -0.6%
12 NOC NORTHROP GRUMMAN CORP Industrials 100,715.0 $51.3M 1.66% +3K +3.1% $509.31 +8.0%
13 BA BOEING CO Industrials 236,441.0 $51.2M 1.66% +13K +5.9% $216.47 -2.0%
14 TMO THERMO FISHER SCIENTIFIC INC Healthcare 92,414.0 $46.3M 1.50% +5K +5.2% $501.36 +26.4%
15 UBER UBER TECHNOLOGIES INC Technology 585,407.0 $42.2M 1.37% +167K +39.9% $72.16 +8.8%
16 MDLZ MONDELEZ INTL INC Consumer Defensive 711,369.0 $41.1M 1.33% +21K +3.0% $57.84 +8.9%
17 INGR INGREDION INC Consumer Defensive 405,318.0 $38.4M 1.24% +4K +1.1% $94.71 +10.6%
18 AME AMETEK INC Industrials 146,318.0 $35.4M 1.15% +6K +4.0% $241.94 +1.3%
19 OMC OMNICOM GROUP INC Communication Services 477,007.0 $34.7M 1.12% +99K +26.2% $72.83 +20.7%
20 YUM YUM BRANDS INC Consumer Cyclical 212,440.0 $34.0M 1.10% +12K +6.2% $159.86 -3.4%
Page 1 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 14.6%
Industrials 13.0%
Healthcare 12.3%
Consumer Defensive 9.2%
Basic Materials 4.4%
Consumer Cyclical 4.3%
Energy 4.1%
Communication Services 3.9%
Utilities 3.9%