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Portfolio (Quarterly) Guide ↗

ZWJ INVESTMENT COUNSEL INC

· CIK 0000842782
13F Portfolio $2.8B AUM 238 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 4 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY SPDR S&P 500 ETF TR Financial Services 10,439.0 $7.1M 0.26% NEW $681.91 +8.4%
62 LLY ELI LILLY & CO Healthcare 6,368.0 $6.8M 0.25% NEW $1074.70 -6.3%
63 EFX EQUIFAX INC Industrials 30,092.0 $6.5M 0.24% NEW $216.98 -27.3%
64 CFG CITIZENS FINL GROUP INC Financial Services 111,421.0 $6.5M 0.23% NEW $58.41 +4.2%
65 ABT ABBOTT LABS Healthcare 47,947.0 $6.0M 0.22% NEW $125.29 -32.6%
66 VOO VANGUARD INDEX FDS 9,103.0 $5.7M 0.21% NEW $627.10 +8.3%
67 EOG EOG RES INC Energy 53,722.0 $5.6M 0.20% NEW $105.01 +29.5%
68 AMZN AMAZON COM INC Consumer Cyclical 23,466.0 $5.4M 0.20% NEW $230.82 +14.4%
69 ABNB AIRBNB INC Consumer Cyclical 36,515.0 $5.0M 0.18% NEW $135.72 -2.1%
70 IVV ISHARES TR 6,235.0 $4.3M 0.15% NEW $684.94 +8.4%
71 TOTALENERGIES SE 63,467.0 $4.2M 0.15% NEW $65.42
72 IBM INTERNATIONAL BUSINESS MACHS Technology 13,635.0 $4.0M 0.15% NEW $296.21 -26.3%
73 JMST J P MORGAN EXCHANGE TRADED F 75,279.0 $3.8M 0.14% NEW $50.94 -0.1%
74 BERKSHIRE HATHAWAY INC DEL 7,541.0 $3.8M 0.14% NEW $502.65
75 META META PLATFORMS INC Communication Services 5,671.0 $3.7M 0.14% NEW $660.04 -6.3%
76 BAC BANK AMERICA CORP Financial Services 66,911.0 $3.7M 0.13% NEW $55.00 -9.5%
77 RTX RTX CORPORATION Industrials 19,158.0 $3.5M 0.13% NEW $183.40 -4.2%
78 TSLA TESLA INC Consumer Cyclical 6,750.0 $3.0M 0.11% NEW $449.72 -1.4%
79 SCHB SCHWAB STRATEGIC TR 109,568.0 $2.9M 0.10% NEW $26.23 +8.3%
80 WMT WALMART INC Consumer Defensive 25,395.0 $2.8M 0.10% NEW $111.41 +18.9%
Page 4 of 12  ·  238 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 28.9%
Financial Services 14.2%
Industrials 12.8%
Healthcare 10.9%
Consumer Defensive 9.3%
Communication Services 8.9%
Consumer Cyclical 4.2%
Basic Materials 3.6%
Energy 3.6%
Utilities 3.5%