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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 10 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VTWO VANGUARD SCOTTSDALE FDS 2,770.0 $276K 0.01% NEW $99.52 +12.8%
182 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5,183.0 $269K 0.01% NEW $51.91 -0.5%
183 PLTR PALANTIR TECHNOLOGIES INC Technology 1,503.0 $267K 0.01% NEW $177.75 -24.8%
184 IWR ISHARES TR 2,759.0 $266K 0.01% NEW $96.27 +7.7%
185 VPL VANGUARD INTL EQUITY INDEX F 2,883.0 $261K 0.01% NEW $90.40 +22.9%
186 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 12,500.0 $259K 0.01% NEW $20.74 +14.9%
187 PIPER SANDLER COMPANIES 762.0 $259K 0.01% NEW $339.71
188 SCHV SCHWAB STRATEGIC TR 8,647.0 $256K 0.01% NEW $29.61 +10.0%
189 DIA SPDR DOW JONES INDL AVERAGE Financial Services 530.0 $255K 0.01% NEW $481.00 +3.0%
190 SFNC SIMMONS 1ST NATL CORP Financial Services 13,419.0 $253K 0.01% NEW $18.85 +10.3%
191 AAEQ EA SERIES TRUST 5,104.0 $252K 0.01% NEW $49.33 +7.0%
192 SCHG SCHWAB STRATEGIC TR 7,716.0 $252K 0.01% NEW $32.62 +5.0%
193 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,055.0 $251K 0.01% NEW $82.02 -23.6%
194 UE URBAN EDGE PPTYS Real Estate 13,041.0 $250K 0.01% NEW $19.19 +12.4%
195 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,700.0 $246K 0.01% NEW $91.21 -1.7%
196 MOOG INC 1,007.0 $245K 0.01% NEW $243.55
197 EFA ISHARES TR 2,545.0 $244K 0.01% NEW $96.02 +5.9%
198 RNST RENASANT CORP Financial Services 6,844.0 $241K 0.01% NEW $35.22 +12.5%
199 AVA AVISTA CORP Utilities 6,225.0 $240K 0.01% NEW $38.54 +4.9%
200 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 4,791.0 $239K 0.01% NEW $49.96 +1.2%
Page 10 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%