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Portfolio (Quarterly) Guide ↗

ZWJ INVESTMENT COUNSEL INC

· CIK 0000842782
13F Portfolio $2.8B AUM 241 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 87 Added 68 Reduced 17 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 387,261.0 $76.4M 2.75% NEW $197.22 -4.5%
2 TCAF T ROWE PRICE ETF INC 12,606.0 $449K 0.02% NEW $35.59 +14.0%
3 FNDX SCHWAB STRATEGIC TR 15,675.0 $437K 0.02% NEW $27.85 +11.0%
4 CGXU CAPITAL GROUP INTL FOCUS EQT 10,977.0 $324K 0.01% NEW $29.49 +16.8%
5 Q QNITY ELECTRONICS INC Technology 2,582.0 $298K 0.01% NEW $115.38 +40.8%
6 VEA VANGUARD TAX-MANAGED FDS 4,590.0 $294K 0.01% NEW $64.08 +11.7%
7 IJJ ISHARES TR 2,048.0 $271K 0.01% NEW $132.50 +7.0%
8 KNF KNIFE RIVER CORP Basic Materials 3,164.0 $258K 0.01% NEW $81.65 -10.8%
9 NIC NICOLET BANKSHARES INC Financial Services 1,730.0 $257K 0.01% NEW $148.62 -3.4%
10 MDU MDU RES GROUP INC Industrials 12,123.0 $251K 0.01% NEW $20.72 +7.4%
11 PIPR PIPER SANDLER COMPANIES Financial Services 3,048.0 $233K 0.01% NEW $76.55 +4.4%
12 ASML ASML HLDG NV Technology 174.0 $230K 0.01% NEW $1320.83 +22.0%
13 DOW DOW HLDGS INC Basic Materials 5,283.0 $220K 0.01% NEW $41.65 -14.9%
14 IPGP IPG PHOTONICS CORP Technology 1,917.0 $220K 0.01% NEW $114.59 +4.8%
15 WMB WILLIAMS COS INC Energy 3,009.0 $219K 0.01% NEW $72.78 +5.6%
16 OKE ONEOK INC NEW Energy 2,411.0 $218K 0.01% NEW $90.39 +1.4%
17 THE BALDWIN INSURANCE GRP IN 9,844.0 $216K 0.01% NEW $21.94
18 HWKN HAWKINS INC Basic Materials 1,330.0 $204K 0.01% NEW $153.60 +1.0%
19 MYRG MYR GROUP INC Industrials 722.0 $204K 0.01% NEW $282.32 +63.3%
20 FNX FIRST TR EXCHANGE-TRADED ALP 1,576.0 $202K 0.01% NEW $128.24 +9.6%

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 24.8%
Industrials 13.6%
Financial Services 13.3%
Healthcare 12.6%
Consumer Defensive 9.7%
Communication Services 8.5%
Energy 5.0%
Basic Materials 4.5%
Consumer Cyclical 4.0%
Utilities 3.9%