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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 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GE GE AEROSPACE Industrials 25,297.0 $9.5M 0.31% +4K +20.0% $373.73 -5.2%
42 IOSP INNOSPEC INC Basic Materials 108,502.0 $8.8M 0.29% +5K +4.5% $81.39 +17.5%
43 CFG CITIZENS FINL GROUP INC Financial Services 123,112.0 $8.6M 0.28% +2K +1.3% $70.07 +0.6%
44 MQ MARQETA INC Technology 2,055,411.0 $8.3M 0.27% +61K +3.0% $4.06 +296.1%
45 LLY ELI LILLY & CO Healthcare 6,688.0 $8.0M 0.26% +751.0 +12.7% $1199.45 -0.8%
46 VOO VANGUARD INDEX FDS 10,326.0 $7.1M 0.23% +186.0 +1.8% $686.84 +2.5%
47 AMZN AMAZON COM INC Consumer Cyclical 29,705.0 $7.1M 0.23% +6K +22.9% $238.34 +9.2%
48 GNRC GENERAC HLDGS INC Industrials 21,425.0 $6.3M 0.20% +1K +5.2% $292.81 -29.4%
49 GEV GE VERNOVA INC Utilities 4,192.0 $4.9M 0.16% +1K +34.2% $1174.86 -18.9%
50 ABT ABBOTT LABORATORIES Healthcare 46,616.0 $4.2M 0.14% +237.0 +0.5% $90.74 +25.8%
51 IBM INTERNATIONAL BUSINESS MACHS Technology 14,689.0 $4.1M 0.13% +1K +7.7% $281.21 -18.3%
52 META META PLATFORMS INC Communication Services 7,303.0 $4.1M 0.13% +1K +21.9% $563.26 +2.3%
53 RTX RTX CORPORATION Industrials 21,539.0 $4.1M 0.13% +3K +17.5% $189.73 +11.7%
54 BAC BANK OF AMER CORP Financial Services 68,399.0 $3.9M 0.13% +750.0 +1.1% $56.98 +9.2%
55 AMAT APPLIED MATLS INC Technology 4,745.0 $3.4M 0.11% +440.0 +10.2% $722.94 -33.6%
56 MRK MERCK & CO INC Healthcare 26,437.0 $3.4M 0.11% +306.0 +1.2% $128.50 +19.2%
57 AMGN AMGEN INC Healthcare 8,529.0 $3.1M 0.10% +1K +18.1% $362.13 +21.6%
58 IUSV ISHARES TR 27,343.0 $3.0M 0.10% +418.0 +1.6% $110.15 +4.6%
59 TSLA TESLA INC Consumer Cyclical 6,918.0 $2.9M 0.09% +146.0 +2.2% $420.60 -17.8%
60 WMT WALMART INC Consumer Defensive 25,300.0 $2.9M 0.09% +677.0 +2.8% $113.26 -7.9%
Page 3 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%