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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
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 2,773.0 $862K 0.03% -221.0 -7.4% $310.75 -9.9%
42 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,460.0 $849K 0.03% -14.0 -0.6% $345.15 -9.4%
43 DIS DISNEY WALT CO Communication Services 6,189.0 $597K 0.02% -76.0 -1.2% $96.38 +7.0%
44 SDY SPDR SERIES TRUST 4,014.0 $586K 0.02% -250.0 -5.9% $145.94 +3.0%
45 PFE PFIZER INC Healthcare 20,426.0 $574K 0.02% -1K -6.4% $28.08 -8.3%
46 LIN LINDE PLC Basic Materials 1,111.0 $551K 0.02% -9.0 -0.8% $495.76 +3.9%
47 ISRG INTUITIVE SURGICAL INC Healthcare 1,064.0 $490K 0.02% -91.0 -7.9% $460.99 -5.1%
48 AMD ADVANCED MICRO DEVICES INC Technology 1,847.0 $376K 0.01% -65.0 -3.4% $203.43 +147.7%
49 LRCX LAM RESEARCH CORP Technology 1,748.0 $373K 0.01% -235.0 -11.8% $213.66 +51.1%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 2,203.0 $364K 0.01% -385.0 -14.9% $165.36 +10.1%
51 FDX FEDEX CORP Industrials 1,001.0 $357K 0.01% -9.0 -0.9% $356.18 +12.5%
52 INTC INTEL CORP Technology 7,603.0 $336K 0.01% -122.0 -1.6% $44.13 +178.8%
53 GL GLOBE LIFE INC Financial Services 2,248.0 $313K 0.01% -102.0 -4.3% $139.17 +12.9%
54 GVI ISHARES TR 2,669.0 $285K 0.01% -85.0 -3.1% $106.69 -0.6%
55 ECG EVERUS CONSTR GROUP Industrials 2,265.0 $267K 0.01% -385.0 -14.5% $118.06 +29.0%
56 DD DUPONT DE NEMOURS INC Basic Materials 5,466.0 $250K 0.01% -2K -22.1% $45.80 +8.1%
57 AIR AAR CORP Industrials 2,280.0 $250K 0.01% -507.0 -18.2% $109.46 +2.4%
58 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,575.0 $248K 0.01% -270.0 -9.5% $96.47 +2.6%
59 BLBD BLUE BIRD CORP Consumer Cyclical 4,297.0 $244K 0.01% -758.0 -15.0% $56.79 +21.8%
60 FBNC FIRST BANCORP N C Financial Services 4,324.0 $244K 0.01% -383.0 -8.1% $56.35 +5.4%
Page 3 of 4  ·  68 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 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%