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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 6 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,412.0 $2.3M 0.07% -75.0 -3.0% $935.58 +2.2%
102 FISV FISERV INC Technology 44,681.0 $2.2M 0.07% +6K +14.9% $49.05 +6.9%
103 IWF ISHARES TR 16,812.0 $2.1M 0.07% +14K +519.7% $124.17 -1.9%
104 VYM VANGUARD WHITEHALL FDS 13,000.0 $2.1M 0.07% +406.0 +3.2% $158.03 +4.4%
105 ITOT ISHARES TR 12,206.0 $2.0M 0.07% -491.0 -3.9% $164.26 +2.2%
106 GS GOLDMAN SACHS GROUP INC Financial Services 1,904.0 $1.9M 0.06% $1011.37 +2.9%
107 UNH UNITEDHEALTH GROUP INC Healthcare 4,624.0 $1.9M 0.06% +1K +37.7% $415.62 -3.5%
108 IJR ISHARES TR 12,936.0 $1.9M 0.06% +2K +20.4% $148.31 -1.0%
109 NEE NEXTERA ENERGY INC Utilities 21,501.0 $1.9M 0.06% $87.77 -4.0%
110 JMST J P MORGAN EXCHANGE TRADED F 36,995.0 $1.9M 0.06% -46K -55.2% $51.00 -0.1%
111 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,369.0 $1.9M 0.06% -113.0 -1.3% $223.95 +25.6%
112 AFL AFLAC INC Financial Services 14,869.0 $1.7M 0.06% +4K +41.0% $117.25 +0.2%
113 ETN EATON CORP PLC Industrials 4,041.0 $1.7M 0.06% $426.12 -1.6%
114 MMM 3M CO Industrials 10,091.0 $1.6M 0.05% $161.91 +11.2%
115 DUK DUKE ENERGY CORP NEW Utilities 12,593.0 $1.6M 0.05% +104.0 +0.8% $126.58 -3.7%
116 IJH ISHARES TR 19,673.0 $1.5M 0.05% +5K +38.2% $77.11 -0.6%
117 PNC PNC FINL SVCS GROUP INC Financial Services 6,128.0 $1.5M 0.05% +1K +20.9% $246.22 -0.6%
118 CAT CATERPILLAR INC Industrials 1,388.0 $1.5M 0.05% +7.0 +0.5% $1064.53 -22.8%
119 LIN LINDE PLC Basic Materials 2,721.0 $1.4M 0.05% +2K +144.9% $518.94 -5.5%
120 DIA STATE STR SPDR DOW JONES IND Financial Services 2,517.0 $1.3M 0.04% $522.39 +2.3%
Page 6 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%