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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 4,276.0 $241K 0.01% -515.0 -10.8% $56.45 -4.7%
62 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,214.0 $239K 0.01% -969.0 -18.7% $56.77 -13.5%
63 UE URBAN EDGE PPTYS Real Estate 11,934.0 $238K 0.01% -1K -8.5% $19.98 +12.5%
64 SFNC SIMMONS FIRST NATL CORP Financial Services 12,094.0 $235K 0.01% -1K -9.9% $19.45 +10.2%
65 VGT VANGUARD WORLD FD 304.0 $212K 0.01% -6.0 -1.9% $697.72 -83.1%
66 SHOP SHOPIFY INC Technology 1,786.0 $212K 0.01% -62.0 -3.4% $118.62 -12.3%
67 PLTR PALANTIR TECHNOLOGIES INC Technology 1,432.0 $209K 0.01% -71.0 -4.7% $146.28 -6.0%
68 CCS CENTURY COMMUNITIES INC Consumer Cyclical 3,574.0 $205K 0.01% -34.0 -0.9% $57.38 -8.5%
Page 4 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%