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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWST CASELLA WASTE SYS INC Industrials 3,818.0 $370K 0.01% NEW $96.97 -3.3%
22 ARMK ARAMARK Industrials 6,460.0 $368K 0.01% NEW $56.90 +4.6%
23 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 371.0 $358K 0.01% NEW $965.00 -12.3%
24 APG API GROUP CORP Industrials 8,258.0 $350K 0.01% NEW $42.35 -2.7%
25 UFPT UFP TECHNOLOGIES INC Healthcare 1,304.0 $346K 0.01% NEW $265.13 +14.9%
26 ENTERGY CORP NEW 2,958.0 $340K 0.01% NEW $114.86
27 CRM SALESFORCE INC Technology 2,163.0 $339K 0.01% NEW $156.62 +31.3%
28 ATO ATMOS ENERGY CORP Utilities 1,867.0 $322K 0.01% NEW $172.27 -1.6%
29 MS MORGAN STANLEY Financial Services 1,483.0 $310K 0.01% NEW $209.04 +2.4%
30 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 13,141.0 $305K 0.01% NEW $23.21 +19.2%
31 QLYS QUALYS INC Technology 2,016.0 $277K 0.01% NEW $137.49 +28.5%
32 BELFB BEL FUSE INC Technology 825.0 $275K 0.01% NEW $333.04 -23.4%
33 YETI YETI HLDGS INC Consumer Cyclical 5,451.0 $270K 0.01% NEW $49.56 -15.7%
34 TECH BIO-TECHNE CORP Healthcare 3,788.0 $268K 0.01% NEW $70.65 +2.4%
35 MGY MAGNOLIA OIL & GAS CORP Energy 10,459.0 $268K 0.01% NEW $25.58 +3.3%
36 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,658.0 $258K 0.01% NEW $96.88 +6.2%
37 CRWD CROWDSTRIKE HLDGS INC Technology 337.0 $257K 0.01% NEW $190.78 -0.8%
38 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,357.0 $250K 0.01% NEW $34.00 +9.8%
39 POWI POWER INTEGRATIONS INC Technology 2,906.0 $243K 0.01% NEW $83.76 -34.5%
40 NXPI NXP SEMICONDUCTORS N V Technology 864.0 $243K 0.01% NEW $281.03 -20.6%
Page 2 of 4  ·  61 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%