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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 11 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,575.0 $248K 0.01% -270.0 -9.5% $96.47 +2.7%
202 RNST RENASANT CORP Financial Services 6,849.0 $247K 0.01% $36.13 +13.8%
203 BLBD BLUE BIRD CORP Consumer Cyclical 4,297.0 $244K 0.01% -758.0 -15.0% $56.79 +20.3%
204 FBNC FIRST BANCORP N C Financial Services 4,324.0 $244K 0.01% -383.0 -8.1% $56.35 +5.2%
205 RSPT INVESCO EXCHANGE TRADED FD T 5,355.0 $242K 0.01% +115.0 +2.2% $45.26 +37.8%
206 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 4,276.0 $241K 0.01% -515.0 -10.8% $56.45 -4.7%
207 SUI SUN CMNTYS INC Real Estate 1,900.0 $239K 0.01% $125.96 -0.2%
208 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,214.0 $239K 0.01% -969.0 -18.7% $56.77 -13.5%
209 UE URBAN EDGE PPTYS Real Estate 11,934.0 $238K 0.01% -1K -8.5% $19.98 +12.5%
210 AAEQ EA SERIES TRUST 5,104.0 $237K 0.01% $46.52 +15.0%
211 HAYW HAYWARD HLDGS INC Industrials 17,703.0 $237K 0.01% +2K +16.3% $13.38 +4.2%
212 SFNC SIMMONS FIRST NATL CORP Financial Services 12,094.0 $235K 0.01% -1K -9.9% $19.45 +10.2%
213 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,550.0 $234K 0.01% $35.74 +6.2%
214 PIPR PIPER SANDLER COMPANIES Financial Services 3,048.0 $233K 0.01% NEW $76.55 +4.6%
215 IPAR INTERPARFUMS INC Consumer Defensive 2,547.0 $231K 0.01% $90.84 +2.3%
216 ASML ASML HLDG NV Technology 174.0 $230K 0.01% NEW $1320.83 +22.7%
217 FCPT FOUR CORNERS PPTY TR INC Real Estate 9,691.0 $229K 0.01% +457.0 +5.0% $23.65 +7.1%
218 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 3,840.0 $228K 0.01% $59.27 -18.7%
219 CHCO CITY HLDG CO Financial Services 1,887.0 $226K 0.01% $119.52 +4.6%
220 SBCF SEACOAST BKG CORP FLA Financial Services 7,427.0 $225K 0.01% $30.29 +0.6%
Page 11 of 13  ·  241 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%