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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 12 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MYRG MYR GROUP INC Industrials 579.0 $290K 0.01% -143.0 -19.8% $500.40 -38.1%
222 NIC NICOLET BANKSHARES INC Financial Services 1,728.0 $286K 0.01% $165.39 +3.4%
223 IPAR INTERPARFUMS INC Consumer Defensive 2,547.0 $285K 0.01% $111.86 +4.6%
224 VECO VEECO INSTRS INC DEL Technology 3,751.0 $284K 0.01% -4K -53.9% $75.80 -37.8%
225 GVI ISHARES TR 2,672.0 $284K 0.01% $106.10 -0.5%
226 CDP COPT DEFENSE PROPERTIES Real Estate 7,775.0 $283K 0.01% -601.0 -7.2% $36.39 +2.2%
227 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,575.0 $283K 0.01% $109.77 +0.0%
228 QLYS QUALYS INC Technology 2,016.0 $277K 0.01% NEW $137.49 +37.5%
229 FBNC FIRST BANCORP N C Financial Services 4,320.0 $276K 0.01% $63.93 -0.5%
230 BELFB BEL FUSE INC Technology 825.0 $275K 0.01% NEW $333.04 -22.5%
231 SFNC SIMMONS FIRST NATL CORP Financial Services 12,094.0 $274K 0.01% $22.65 +0.2%
232 UE URBAN EDGE PPTYS Real Estate 11,934.0 $273K 0.01% $22.88 -6.5%
233 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,207.0 $272K 0.01% -316.0 -12.5% $123.29 +8.9%
234 AAEQ EA SERIES TRUST 5,104.0 $271K 0.01% $53.19 +3.3%
235 IWR ISHARES TR 2,459.0 $271K 0.01% -300.0 -10.9% $110.32 +2.8%
236 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5,301.0 $270K 0.01% +1K +25.8% $50.99 -3.8%
237 YETI YETI HLDGS INC Consumer Cyclical 5,451.0 $270K 0.01% NEW $49.56 -15.0%
238 FBK FB FINL CORP Financial Services 4,875.0 $270K 0.01% +601.0 +14.1% $55.35 +3.7%
239 TECH BIO-TECHNE CORP Healthcare 3,788.0 $268K 0.01% NEW $70.65 +2.6%
240 MGY MAGNOLIA OIL & GAS CORP Energy 10,459.0 $268K 0.01% NEW $25.58 +3.4%
Page 12 of 15  ·  290 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%