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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 12 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHW SCHWAB CHARLES CORP Financial Services 2,386.0 $224K 0.01% +55.0 +2.4% $93.98 -4.5%
222 APOS APOLLO GLOBAL MGMT INC Financial Services 2,000.0 $223K 0.01% $111.42 -76.4%
223 FBK FB FINL CORP Financial Services 4,274.0 $222K 0.01% $51.94 +2.5%
224 DOW DOW HLDGS INC Basic Materials 5,283.0 $220K 0.01% NEW $41.65 -15.4%
225 IPGP IPG PHOTONICS CORP Technology 1,917.0 $220K 0.01% NEW $114.59 +5.2%
226 WMB WILLIAMS COS INC Energy 3,009.0 $219K 0.01% NEW $72.78 +5.7%
227 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,523.0 $218K 0.01% $86.44 +34.6%
228 OKE ONEOK INC NEW Energy 2,411.0 $218K 0.01% NEW $90.39 +1.1%
229 THE BALDWIN INSURANCE GRP IN 9,844.0 $216K 0.01% NEW $21.94
230 MMSI MERIT MED SYS INC Healthcare 3,108.0 $214K 0.01% +508.0 +19.5% $68.93 -6.5%
231 VGT VANGUARD WORLD FD 304.0 $212K 0.01% -6.0 -1.9% $697.72 -83.1%
232 SHOP SHOPIFY INC Technology 1,786.0 $212K 0.01% -62.0 -3.4% $118.62 -12.3%
233 PLTR PALANTIR TECHNOLOGIES INC Technology 1,432.0 $209K 0.01% -71.0 -4.7% $146.28 -6.0%
234 VRRM VERRA MOBILITY CORP Technology 14,413.0 $206K 0.01% +4K +43.5% $14.29 -6.7%
235 CCS CENTURY COMMUNITIES INC Consumer Cyclical 3,574.0 $205K 0.01% -34.0 -0.9% $57.38 -8.5%
236 HWKN HAWKINS INC Basic Materials 1,330.0 $204K 0.01% NEW $153.60 +0.3%
237 MYRG MYR GROUP INC Industrials 722.0 $204K 0.01% NEW $282.32 +64.2%
238 FNX FIRST TR EXCHANGE-TRADED ALP 1,576.0 $202K 0.01% NEW $128.24 +9.6%
239 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 11,961.0 $108K 0.00% $9.01 +19.0%
240 BBD BANCO BRADESCO S A Financial Services 25,509.0 $93K 0.00% +12K +93.2% $3.65 -4.2%
Page 12 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%