Arkolith/Funds/ZWJ Investment Counsel Inc

ZWJ Investment Counsel Inc

CIK 842782
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

ZWJ Investment Counsel Inc holds a diversified book of 290 stocks worth $3.1B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 6% of the equity book.

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Use Arkolith to show ZWJ INVESTMENT COUNSEL INC's latest
holdings, largest changes, and filing provenance.
Opened
72
new positions
Added to
122
existing
Trimmed
61
reduced
Sold out
12
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
34%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
37%
Financials
13%
Industrials
11%
Health Care
10%
Consumer Staples
7%
Materials
5%
Consumer Discretionary
4%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

290 positions
#SecurityValueShares% PortLast moveHistory
1Micron Technology Inc
COM
$176.4M152.8K
5.7%
−33%
Reduced · −75K sh
2Alphabet Inc
CAP STK CL C
$141.0M399.0K
4.6%
−0.1%
Reduced · −271 sh
3Broadcom Inc
COM
$109.5M290.0K
3.5%
+0.1%
Added · +250 sh
4Coca Cola Co
COM
$105.7M1.30M
3.4%
+0.1%
Added · +807 sh
5Nvidia Corporation
COM
$102.9M514.5K
3.3%
~0%
Reduced · −194 sh
6Cisco Sys Inc
COM
$97.0M825.7K
3.1%
−4.1%
Reduced · −36K sh
7Abbvie Inc
COM
$85.9M341.4K
2.8%
+1.0%
Added · +3K sh
8Microsoft Corp
COM
$81.7M219.0K
2.6%
+4.3%
Added · +9K sh
9Apple Inc
COM
$75.7M261.6K
2.4%
+2.9%
Added · +7K sh
10AstraZeneca PLC
ORD
$75.1M396.0K
2.4%
+2.3%
Added · +9K sh
11JPMorgan Chase & Co
COM
$73.7M225.1K
2.4%
+2.2%
Added · +5K sh
12BWX Technologies Inc
COM
$73.4M377.1K
2.4%
−3.9%
Reduced · −15K sh
13Visa Inc
COM CL A
$71.4M208.0K
2.3%
+5.2%
Added · +10K sh
14Chubb Limited
COM
$68.1M199.8K
2.2%
+0.9%
Added · +2K sh
15Corteva Inc
COM
$65.1M768.8K
2.1%
−0.1%
Reduced · −641 sh
16Oracle Corp
COM
$58.0M396.0K
1.9%
+0.7%
Added · +3K sh
17Johnson & Johnson
COM
$57.1M224.8K
1.8%
+3.3%
Added · +7K sh
18Progressive Corp
COM
$55.4M253.8K
1.8%
+3.5%
Added · +9K sh
19American Elec PWR Co Inc
COM
$53.7M392.7K
1.7%
−0.4%
Reduced · −2K sh
20American Express Co
COM
$53.6M158.3K
1.7%
+0.9%
Added · +1K sh
21Northrop Grumman Corp
COM
$51.3M100.7K
1.7%
+3.1%
Added · +3K sh
22Boeing Co
COM
$51.2M236.4K
1.7%
+5.9%
Added · +13K sh
23Phillips 66
COM
$49.7M294.0K
1.6%
−0.3%
Reduced · −1K sh
24Thermo Fisher Scientific Inc
COM
$46.3M92.4K
1.5%
+5.2%
Added · +5K sh
25Saia Inc
COM
$43.5M103.4K
1.4%
−1.1%
Reduced · −1K sh
26Chevron Corporation
COM
$43.5M262.2K
1.4%
+0.5%
Added · +1K sh
27Uber Technologies Inc
COM
$42.2M585.4K
1.4%
+40%
Added · +167K sh
28Roper Technologies Inc
COM
$41.4M122.4K
1.3%
−1.9%
Reduced · −2K sh
29Mondelez Intl Inc
CL A
$41.1M711.4K
1.3%
+3.0%
Added · +21K sh
30Ingredion Inc
COM
$38.4M405.3K
1.2%
+1.0%
Added · +4K sh
31Ametek Inc
COM
$35.4M146.3K
1.1%
+4.0%
Added · +6K sh
32Omnicom Group Inc
COM
$34.7M477.0K
1.1%
+26%
Added · +99K sh
33Elevance Health Inc Formerly
COM
$34.7M89.8K
1.1%
−0.6%
Reduced · −513 sh
34Yum Brands Inc
COM
$34.0M212.4K
1.1%
+6.2%
Added · +12K sh
35Sempra
COM
$32.6M351.4K
1.1%
+4.4%
Added · +15K sh
36Home Depot Inc
COM
$32.3M91.5K
1.0%
+5.0%
Added · +4K sh
37Jacobs Solutions Inc
COM
$29.4M233.5K
1.0%
+7.0%
Added · +15K sh
38SS&C Tech Hldgs
COM
$28.8M464.2K
0.9%
+7.1%
Added · +31K sh
39East West Bancorp Inc
COM
$27.9M215.8K
0.9%
−1.3%
Reduced · −3K sh
40Tyson Foods Inc
CL A
$27.7M484.5K
0.9%
+4.8%
Added · +22K sh
41International Flavors&fragra
COM
$25.4M320.8K
0.8%
+1.8%
Added · +6K sh
42Boston Scientific Corp
COM
$25.2M590.2K
0.8%
−16%
Reduced · −114K sh
43General MTRS Co
COM
$24.3M315.9K
0.8%
−1.6%
Reduced · −5K sh
44Air Products And Chemicals I
COM
$24.3M82.8K
0.8%
+5.5%
Added · +4K sh
45Procter & Gamble Co
COM
$23.6M160.9K
0.8%
+7.9%
Added · +12K sh
46AT&T Inc
COM
$23.3M1.12M
0.8%
+1.2%
Added · +14K sh
47Outfront Media Inc
COM NEW
$20.8M635.4K
0.7%
−42%
Reduced · −465K sh
48Verizon Communications Inc
COM
$20.6M486.6K
0.7%
+7.7%
Added · +35K sh
49Accenture PLC Ireland
SHS CLASS A
$19.4M155.6K
0.6%
+1.5%
Added · +2K sh
50Zebra Technologies Corporati
CL A
$19.0M72.2K
0.6%
+4.9%
Added · +3K sh
Showing 50 of 290 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026290$3.1B13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026241$2.8B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026238$2.8B13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025245$2.8B13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025241$2.7B13F-HR
Q1 2025Mar 31, 2025Apr 28, 2025211$2.5B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025222$2.4B13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024236$2.4B13F-HR
Q2 2024Jun 30, 2024Jul 19, 2024226$2.3B13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024227$2.2B13F-HR
Q4 2023Dec 31, 2023Jan 31, 2024197$1.9B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023196$1.8B13F-HR
Q2 2023Jun 30, 2023Jul 13, 2023187$1.9B13F-HR
Q1 2023Mar 31, 2023Apr 26, 2023185$1.8B13F-HR
Q4 2022Dec 31, 2022Jan 24, 2023176$1.8B13F-HR
Q3 2022Sep 30, 2022Oct 19, 2022172$1.6B13F-HR
Q2 2022Jun 30, 2022Aug 2, 2022179$1.7B13F-HR
Q1 2022Mar 31, 2022May 10, 2022176$1.9B13F-HR
Q4 2021Dec 31, 2021Mar 31, 2022181$2.0B13F-HR
Q3 2021Sep 30, 2021Mar 31, 2022166$1.8B13F-HR
Q2 2021Jun 30, 2021Mar 31, 2022165$1.7B13F-HR
Q1 2021Mar 31, 2021May 6, 2021166$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 26, 2021161$1.5B13F-HR
Q3 2020Sep 30, 2020Nov 3, 2020143$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.