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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 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LAMR LAMAR ADVERTISING CO Real Estate 1,533.0 $239K 0.01% NEW $155.98 -2.6%
42 DUPONT DE NEMOURS INC 1,721.0 $233K 0.01% NEW $135.64
43 QCOM QUALCOMM INC Technology 1,260.0 $233K 0.01% NEW $184.79 -11.4%
44 JBHT HUNT J B TRANS SVCS INC Industrials 800.0 $232K 0.01% NEW $289.43 -8.9%
45 DAL DELTA AIR LINES INC Industrials 2,445.0 $229K 0.01% NEW $93.66 -11.3%
46 TRNS TRANSCAT INC Industrials 2,454.0 $228K 0.01% NEW $92.77 -3.4%
47 AZZ AZZ INC Industrials 1,456.0 $226K 0.01% NEW $155.05 -9.2%
48 CGAU CENTERRA GOLD INC Basic Materials 14,050.0 $223K 0.01% NEW $15.86 +49.5%
49 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,773.0 $221K 0.01% NEW $79.54 +45.0%
50 PARR PAR PAC HOLDINGS INC Energy 3,927.0 $220K 0.01% NEW $56.08 +35.1%
51 MAR MARRIOTT INTL INC NEW Consumer Cyclical 591.0 $219K 0.01% NEW $370.59 -3.2%
52 DHR DANAHER CORP DEL Healthcare 1,134.0 $216K 0.01% NEW $190.48 +13.1%
53 VC VISTEON CORP Consumer Cyclical 2,145.0 $213K 0.01% NEW $99.21 +4.5%
54 CURB CURBLINE PPTYS CORP Real Estate 6,963.0 $212K 0.01% NEW $30.40 -0.9%
55 AJG GALLAGHER ARTHUR J & CO Financial Services 915.0 $210K 0.01% NEW $229.57 +15.4%
56 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 634.0 $210K 0.01% NEW $330.46 +0.6%
57 VIG VANGUARD SPECIALIZED FUNDS 885.0 $209K 0.01% NEW $236.62 +3.2%
58 NBHC NATIONAL BK HLDGS CORP Financial Services 4,675.0 $208K 0.01% NEW $44.43 -7.0%
59 UPS UNITED PARCEL SVCS INC Industrials 1,902.0 $204K 0.01% NEW $107.50 -1.7%
60 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,432.0 $200K 0.01% NEW $139.94 +3.6%
Page 3 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%