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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 13 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KNF KNIFE RIVER CORP Basic Materials 3,164.0 $265K 0.01% $83.65 -20.1%
242 CL COLGATE PALMOLIVE CO Consumer Defensive 2,850.0 $261K 0.01% -112.0 -3.8% $91.69 -0.5%
243 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,658.0 $258K 0.01% NEW $96.88 +6.2%
244 CRWD CROWDSTRIKE HLDGS INC Technology 337.0 $257K 0.01% NEW $190.78 +18.2%
245 MDU MDU RES GROUP INC Industrials 12,123.0 $257K 0.01% $21.21 -5.5%
246 CHCO CITY HLDG CO Financial Services 1,887.0 $250K 0.01% $132.64 +7.6%
247 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,357.0 $250K 0.01% NEW $34.00 +8.9%
248 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,715.0 $250K 0.01% +15.0 +0.6% $92.09 -4.7%
249 BDX BECTON DICKINSON & CO Healthcare 1,633.0 $247K 0.01% $151.33 +25.3%
250 POWI POWER INTEGRATIONS INC Technology 2,906.0 $243K 0.01% NEW $83.76 -33.6%
251 LPLA LPL FINL HLDGS INC Financial Services 864.0 $243K 0.01% $281.68 +28.2%
252 NXPI NXP SEMICONDUCTORS N V Technology 864.0 $243K 0.01% NEW $281.03 -19.3%
253 PIPR PIPER SANDLER COMPANIES Financial Services 3,354.0 $243K 0.01% +306.0 +10.0% $72.34 +4.1%
254 LAMR LAMAR ADVERTISING CO Real Estate 1,533.0 $239K 0.01% NEW $155.98 -3.3%
255 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,707.0 $237K 0.01% -119.0 -3.1% $64.01 +13.6%
256 APOS APOLLO GLOBAL MGMT INC 2,000.0 $237K 0.01% $118.31
257 IPGP IPG PHOTONICS CORP Technology 2,002.0 $235K 0.01% +85.0 +4.4% $117.32 -34.8%
258 DUPONT DE NEMOURS INC 1,721.0 $233K 0.01% NEW $135.64
259 QCOM QUALCOMM INC Technology 1,260.0 $233K 0.01% NEW $184.79 -10.9%
260 JBHT HUNT J B TRANS SVCS INC Industrials 800.0 $232K 0.01% NEW $289.43 -8.9%
Page 13 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%