Fund HoldingsZWJ INVESTMENT COUNSEL INC

Total Portfolio Value
$2.20B
Total Bought
$173.69M
Total Sold
$162.53M
Net Transaction
+$11.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MGP INGREDIENTS INC NEW0276,549+276,549023,8191.08%+23,819
MICRON TECHNOLOGY INC(MU)447,020442,596-4,42438,14952,1772.38%+14,029
NVIDIA CORPORATION(NVDA)106,86173,984-32,87752,92066,8483.04%+13,928
BWX TECHNOLOGIES INC(BWXT)0515,022+515,022052,8522.41%+52,852
CORTEVA INC(CTVA)0687,424+687,424039,6441.81%+39,644
ORACLE CORP(ORCL)0531,844+531,844066,8053.04%+66,805
AMERICAN ELEC PWR CO INC309,139393,073+83,93425,10833,8441.54%+8,735
ABBVIE INC(ABBV)317,236317,779+54349,16257,8682.63%+8,705
PROGRESSIVE CORP(PGR)213,942203,416-10,52634,07742,0701.92%+7,994
FISERV INC(FISV)273,002274,027+1,02536,26643,7951.99%+7,529
JPMORGAN CHASE & CO(JPM)252,466251,138-1,32842,94450,3032.29%+7,358
PHILLIPS 66(PSX)243,864241,382-2,48232,46839,4271.80%+6,959
AMERICAN EXPRESS CO(AXP)180,094178,696-1,39833,73940,6871.85%+6,948
MICROSOFT CORP(MSFT)204,520199,067-5,45376,90883,7523.81%+6,844
JACOBS SOLUTIONS INC(J)0322,047+322,047049,5082.25%+49,508
SAIA INC(SAIA)35,52137,560+2,03915,56621,9731.00%+6,407
DOLLAR GEN CORP NEW(DG)125,625149,037+23,41217,07923,2591.06%+6,180
ELEVANCE HEALTH INC(ELV)102,607105,084+2,47748,38554,4902.48%+6,105
INTERNATIONAL FLAVORS&FRAGRA(IFF)176,455234,375+57,92014,28820,1540.92%+5,866
CHUBB LIMITED
COM
173,926172,558-1,36839,30744,7152.04%+5,408
ALPHABET INC(GOOG)482,300481,686-61467,97173,3423.34%+5,371
BOSTON SCIENTIFIC CORP(BSX)626,600606,136-20,46436,22441,5141.89%+5,291
HOME DEPOT INC(HD)83,52687,890+4,36428,94633,7151.54%+4,769
VISA INC(V)169,444173,885+4,44144,11548,5282.21%+4,413
AIR PRODS & CHEMS INC018,101+18,10104,3850.20%+4,385
CHEVRON CORP NEW(CVX)0219,966+219,966034,6971.58%+34,697
GENERAL MTRS CO(GM)355,064374,439+19,37512,75416,9810.77%+4,227
COCA COLA CO(KO)1,325,0251,343,680+18,65578,08482,2063.74%+4,123
AT&T INC(T)1,074,8671,248,784+173,91718,03621,9791.00%+3,942
THERMO FISHER SCIENTIFIC INC(TMO)68,82569,603+77836,53240,4541.84%+3,922
OUTFRONT MEDIA INC(OUT)1,338,6611,334,448-4,21318,68822,4051.02%+3,718
TYSON FOODS INC(TSN)0358,964+358,964021,0820.96%+21,082
EQUIFAX INC(EFX)156,876156,790-8638,79441,9441.91%+3,151
INGREDION INC(INGR)360,865360,362-50339,16542,1081.92%+2,944
NORTHROP GRUMMAN CORP(NOC)93,57996,265+2,68643,80846,0782.10%+2,270
PROCTER AND GAMBLE CO(PG)0140,602+140,602022,8131.04%+22,813
GENERAL ELECTRIC CO(GE)43,67643,402-2745,5747,6180.35%+2,044
FIDELITY NATL INFORMATION SV(FIS)144,490144,49008,68010,7180.49%+2,039
ASTRAZENECA PLC(AZN)0644,891+644,891043,6911.99%+43,691
TAPESTRY INC(TPR)206,824199,742-7,0827,6139,4840.43%+1,871
YUM BRANDS INC(YUM)107,001114,034+7,03313,98115,8110.72%+1,830
SS&C TECHNOLOGIES HLDGS INC(SSNC)285,022296,844+11,82217,41819,1080.87%+1,690
CISCO SYS INC(CSCO)0845,051+845,051042,1761.92%+42,176
AMAZON COM INC(AMZN)022,741+22,74104,1020.19%+4,102
REALTY INCOME CORP(O)028,566+28,56601,5450.07%+1,545
ISHARES TR8,55510,582+2,0274,0865,5630.25%+1,477
MERCK & CO INC(MRK)55,87156,608+7376,0917,4690.34%+1,378
ELI LILLY & CO(LLY)6,1716,345+1743,5974,9360.22%+1,339
META PLATFORMS INC(META)4,6866,127+1,4411,6592,9750.14%+1,316
EXXON MOBIL CORP077,467+77,46709,0050.41%+9,005
MARQETA INC(MQ)1,371,2781,809,067+437,7899,57210,7810.49%+1,210
EAST WEST BANCORP INC(EWBC)250,585242,951-7,63418,03019,2190.88%+1,190
ROPER TECHNOLOGIES INC(ROP)53,47453,931+45729,15230,2471.38%+1,095
EOG RES INC(EOG)09,568+9,56801,2230.06%+1,223
WALMART INC(WMT)028,967+28,96701,7430.08%+1,743
EATON CORP PLC(ETN)04,013+4,01301,2550.06%+1,255
VERIZON COMMUNICATIONS INC(VZ)302,545290,899-11,64611,40612,2060.56%+800
UNITEDHEALTH GROUP INC(UNH)03,629+3,62901,7950.08%+1,795
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
35,22537,400+2,1755,5596,3340.29%+776
WELLS FARGO CO NEW(WFC)20,29930,448+10,1499991,7650.08%+766
JOHNSON & JOHNSON(JNJ)198,306201,137+2,83131,08331,8181.45%+735
BANK AMERICA CORP59,21471,835+12,6211,9942,7240.12%+730
GOLDMAN SACHS GROUP INC(GS)01,738+1,73807260.03%+726
AMETEK INC19,69121,686+1,9953,2473,9660.18%+720
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)026,073+26,07307,8590.36%+7,859
MEDTRONIC PLC(MDT)06,700+6,70005840.03%+584
PACCAR INC(PCAR)04,628+4,62805730.03%+573
BERKSHIRE HATHAWAY INC DEL08,572+8,57203,6050.16%+3,605
LINDE PLC(LIN)01,231+1,23105720.03%+572
IQVIA HLDGS INC(IQV)02,254+2,25405700.03%+570
QUALCOMM INC(QCOM)03,070+3,07005200.02%+520
COSTCO WHSL CORP NEW(COST)2,7473,184+4371,8132,3330.11%+520
SCHWAB CHARLES CORP(SCHW)07,021+7,02105080.02%+508
NXP SEMICONDUCTORS N V
COM
02,005+2,00504970.02%+497
T-MOBILE US INC(TMUS)02,966+2,96604840.02%+484
VERTEX PHARMACEUTICALS INC(VRTX)01,695+1,69507090.03%+709
REGENERON PHARMACEUTICALS(REGN)0478+47804600.02%+460
DISNEY WALT CO(DIS)9,92911,068+1,1398971,3540.06%+458
RTX CORPORATION(RTX)19,83821,758+1,9201,6692,1220.10%+453
CDW CORP(CDW)01,645+1,64504210.02%+421
AUTOZONE INC(AZO)0133+13304190.02%+419
EDWARDS LIFESCIENCES CORP04,364+4,36404170.02%+417
CSX CORP(CSX)016,707+16,70706190.03%+619
SERVICENOW INC(NOW)0523+52303990.02%+399
LYONDELLBASELL INDUSTRIES N
SHS - A -
03,883+3,88303970.02%+397
BAKER HUGHES COMPANY(BKR)011,838+11,83803970.02%+397
GENUINE PARTS CO(GPC)024,045+24,04503,7250.17%+3,725
RESTAURANT BRANDS INTL INC(QSR)04,511+4,51103580.02%+358
PROLOGIS INC.(PLD)02,736+2,73603560.02%+356
HCA HEALTHCARE INC(HCA)01,045+1,04503490.02%+349
ADVANCED MICRO DEVICES INC(AMD)01,866+1,86603370.02%+337
INTERNATIONAL BUSINESS MACHS(IBM)15,98515,450-5352,6142,9500.13%+336
WATERS CORP(WAT)0970+97003340.02%+334
LOWES COS INC(LOW)9,8719,87102,1972,5140.11%+318
INTERPUBLIC GROUP COS INC949,131959,123+9,99230,98031,2961.42%+317
NEXTERA ENERGY INC(NEE)22,87426,647+3,7731,3891,7030.08%+314
ZOETIS INC(ZTS)01,812+1,81203070.01%+307
CATERPILLAR INC(CAT)3,9834,043+601,1781,4820.07%+304
CONSTELLATION BRANDS INC(STZ)01,115+1,11503030.01%+303
ALPHABET INC(GOOG)35,14834,496-6524,9105,2070.24%+297
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