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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 5 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMAT APPLIED MATLS INC Technology 4,745.0 $3.4M 0.11% +440.0 +10.2% $722.94 -33.6%
82 MRK MERCK & CO INC Healthcare 26,437.0 $3.4M 0.11% +306.0 +1.2% $128.50 +19.2%
83 AMGN AMGEN INC Healthcare 8,529.0 $3.1M 0.10% +1K +18.1% $362.13 +21.6%
84 IUSV ISHARES TR 27,343.0 $3.0M 0.10% +418.0 +1.6% $110.15 +4.6%
85 SCHB SCHWAB STRATEGIC TR 102,437.0 $3.0M 0.10% -1K -1.2% $28.96 +2.2%
86 TSLA TESLA INC Consumer Cyclical 6,918.0 $2.9M 0.09% +146.0 +2.2% $420.60 -17.8%
87 WMT WALMART INC Consumer Defensive 25,300.0 $2.9M 0.09% +677.0 +2.8% $113.26 -7.9%
88 TPR TAPESTRY INC Consumer Cyclical 19,552.0 $2.9M 0.09% -2K -9.5% $146.38 -11.0%
89 NSC NORFOLK SOUTHN CORP Industrials 8,663.0 $2.7M 0.09% -51.0 -0.6% $314.60 +12.1%
90 GPC GENUINE PARTS CO Consumer Cyclical 22,868.0 $2.7M 0.09% $117.98 +18.2%
91 IWB ISHARES TR 6,372.0 $2.6M 0.08% -360.0 -5.3% $409.50 +2.5%
92 SGOV ISHARES TR 25,664.0 $2.6M 0.08% +7K +39.6% $100.67 -0.0%
93 SO SOUTHERN CO Utilities 26,333.0 $2.5M 0.08% +474.0 +1.8% $95.71 -6.2%
94 TFC TRUIST FINL CORP Financial Services 50,460.0 $2.5M 0.08% +6K +14.5% $49.82 +1.7%
95 EUSA ISHARES INC 21,642.0 $2.5M 0.08% -3K -12.5% $114.19 +3.7%
96 O REALTY INCOME CORP Real Estate 38,977.0 $2.4M 0.08% +5K +14.2% $61.96 +0.5%
97 KLAC KLA CORP Technology 7,885.0 $2.4M 0.08% NEW $301.71 -39.1%
98 WFC WELLS FARGO & CO Financial Services 28,383.0 $2.3M 0.08% $82.64 +3.1%
99 GLW CORNING INC Technology 9,045.0 $2.3M 0.07% $255.43 -40.2%
100 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,231.0 $2.3M 0.07% -137.0 -4.1% $703.31 -0.7%
Page 5 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%