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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 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SXI STANDEX INTL CORP Industrials 821.0 $294K 0.01% -264.0 -24.3% $357.67 -14.7%
42 AIR AAR CORP Industrials 2,031.0 $290K 0.01% -249.0 -10.9% $142.93 -3.0%
43 MYRG MYR GROUP INC Industrials 579.0 $290K 0.01% -143.0 -19.8% $500.40 -37.5%
44 VECO VEECO INSTRS INC DEL Technology 3,751.0 $284K 0.01% -4K -53.9% $75.80 -39.1%
45 CDP COPT DEFENSE PROPERTIES Real Estate 7,775.0 $283K 0.01% -601.0 -7.2% $36.39 +2.6%
46 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,207.0 $272K 0.01% -316.0 -12.5% $123.29 +11.1%
47 IWR ISHARES TR 2,459.0 $271K 0.01% -300.0 -10.9% $110.32 +2.6%
48 CL COLGATE PALMOLIVE CO Consumer Defensive 2,850.0 $261K 0.01% -112.0 -3.8% $91.69 +0.4%
49 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,707.0 $237K 0.01% -119.0 -3.1% $64.01 +14.5%
50 THE BALDWIN INSURANCE GRP IN 8,300.0 $221K 0.01% -2K -15.7% $26.58
51 ECG EVERUS CONSTR GROUP Industrials 1,328.0 $220K 0.01% -937.0 -41.4% $165.95 -27.0%
52 CCS CENTURY COMMUNITIES INC Consumer Cyclical 2,960.0 $212K 0.01% -614.0 -17.2% $71.66 -3.3%
Page 3 of 3  ·  52 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%