Fund HoldingsZWJ INVESTMENT COUNSEL INC

Total Portfolio Value
$2.69B
Total Bought
$267.47M
Total Sold
$142.40M
Net Transaction
+$125.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ORACLE CORP(ORCL)0478,903+478,9030104,7023.89%+104,702
BROADCOM INC(AVGO)0358,065+358,065098,7013.67%+98,701
NVIDIA CORPORATION(NVDA)0610,611+610,611096,4703.59%+96,470
MICROSOFT CORP(MSFT)0202,639+202,6390100,7953.75%+100,795
BWX TECHNOLOGIES INC(BWXT)0508,822+508,822073,3012.72%+73,301
MICRON TECHNOLOGY INC(MU)426,649466,667+40,01837,07257,5172.14%+20,445
BOEING CO(BA)140,819208,705+67,88624,01743,7301.63%+19,713
ALPHABET INC(GOOG)0483,518+483,518085,7713.19%+85,771
SAIA INC(SAIA)0118,420+118,420032,4461.21%+32,446
CORTEVA INC(CTVA)748,527756,017+7,49047,10556,3462.09%+9,241
JPMORGAN CHASE & CO.(JPM)0232,641+232,641067,4452.51%+67,445
UBER TECHNOLOGIES INC(UBER)321,643343,662+22,01923,43532,0641.19%+8,629
AMERICAN EXPRESS CO(AXP)0167,871+167,871053,5481.99%+53,548
CISCO SYS INC(CSCO)896,776883,271-13,50555,34061,2812.28%+5,941
SEMPRA(SRE)235,608288,191+52,58316,81321,8360.81%+5,023
MARQETA INC(MQ)1,880,5541,964,579+84,0257,74811,4530.43%+3,705
ACCENTURE PLC IRELAND
SHS CLASS A
0104,148+104,148031,1291.16%+31,129
EAST WEST BANCORP INC(EWBC)0223,627+223,627022,5820.84%+22,582
DOLLAR GEN CORP NEW(DG)151,415145,479-5,93613,31416,6400.62%+3,326
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)034,039+34,039010,4960.39%+10,496
AMETEK INC90,780104,330+13,55015,62718,8800.70%+3,253
GE AEROSPACE(GE)43,86744,832+9658,78011,5390.43%+2,759
EQUIFAX INC(EFX)0150,463+150,463039,0261.45%+39,026
DOUBLEVERIFY HLDGS INC(DV)1,108,7061,112,908+4,20214,82316,6600.62%+1,837
SS&C TECHNOLOGIES HLDGS INC(SSNC)331,256353,953+22,69727,67029,3071.09%+1,637
JACOBS SOLUTIONS INC(J)0228,791+228,791030,0751.12%+30,075
META PLATFORMS INC(META)06,432+6,43204,7470.18%+4,747
COLUMBIA BKG SYS INC(COLB)162,561220,670+58,1094,0555,1590.19%+1,105
FIDELITY NATIONAL FINANCIAL(FNF)019,640+19,64001,1010.04%+1,101
TAPESTRY INC(TPR)097,938+97,93808,6000.32%+8,600
FIDELITY NATL INFORMATION SV(FIS)0144,279+144,279011,7460.44%+11,746
PHILLIPS 66(PSX)269,056285,629+16,57333,22334,0761.27%+853
OUTFRONT MEDIA INC(OUT)1,443,0581,477,099+34,04123,29124,1060.90%+815
VISA INC(V)187,599187,460-13965,74666,5582.47%+812
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
49,40051,508+2,1088,5589,3610.35%+804
INTERNATIONAL BUSINESS MACHS(IBM)15,08315,423+3403,7514,5460.17%+796
SPDR S&P 500 ETF TR(SPY)013,594+13,59408,3990.31%+8,399
CITIZENS FINL GROUP INC(CFG)0108,219+108,21904,8430.18%+4,843
ALPHABET INC(GOOG)035,533+35,53306,2620.23%+6,262
ISHARES TR3,3289,081+5,7533359140.03%+579
VANGUARD INDEX FDS10,0799,916-1635,1805,6320.21%+453
BANK AMERICA CORP067,335+67,33503,1860.12%+3,186
ISHARES INC03,593+3,59303560.01%+356
TESLA INC(TSLA)07,208+7,20802,2900.09%+2,290
SPDR GOLD TR(GLD)1,7732,718+9455118290.03%+318
EATON CORP PLC(ETN)03,926+3,92601,4020.05%+1,402
VERIZON COMMUNICATIONS INC(VZ)315,639337,771+22,13214,31714,6150.54%+298
GOLDMAN SACHS GROUP INC(GS)01,982+1,98201,4030.05%+1,403
EOG RES INC(EOG)48,83654,619+5,7836,2636,5330.24%+270
ALAMO GROUP INC01,236+1,23602700.01%+270
RAMBUS INC DEL(RMBS)04,102+4,10202630.01%+263
BLUE BIRD CORP05,994+5,99402590.01%+259
ATLANTIC UN BANKSHARES CORP(AUB)08,049+8,04902520.01%+252
PIPER SANDLER COMPANIES0900+90002500.01%+250
GMS INC02,295+2,29502500.01%+250
YETI HLDGS INC(YETI)07,854+7,85402480.01%+248
THE BALDWIN INSURANCE GRP IN(BWIN)05,779+5,77902470.01%+247
EVERUS CONSTR GROUP(ECG)03,815+3,81502420.01%+242
SEACOAST BKG CORP FLA(SBCF)08,757+8,75702420.01%+242
CENTURY CMNTYS INC(CCS)04,293+4,29302420.01%+242
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,000+4,00005770.02%+577
FIRST BANCORP N C(FBNC)05,351+5,35102360.01%+236
GUIDEWIRE SOFTWARE INC(GWRE)01,000+1,00002350.01%+235
ISHARES TR06,982+6,98202,3710.09%+2,371
BLACKLINE INC(BL)04,043+4,04302290.01%+229
NORTHERN OIL & GAS INC(NOG)08,065+8,06502290.01%+229
GE VERNOVA INC(GEV)02,657+2,65701,4060.05%+1,406
COPT DEFENSE PROPERTIES(CDP)08,268+8,26802280.01%+228
RENASANT CORP06,328+6,32802270.01%+227
AVISTA CORP(AVA)05,990+5,99002270.01%+227
SM ENERGY CO(SM)09,184+9,18402270.01%+227
BOISE CASCADE CO DEL(BCC)02,610+2,61002270.01%+227
GENERAL MTRS CO(GM)0365,974+365,974018,0100.67%+18,010
SENSIENT TECHNOLOGIES CORP(SXT)02,281+2,28102250.01%+225
AAR CORP03,240+3,24002230.01%+223
ACADEMY SPORTS & OUTDOORS IN(ASO)04,881+4,88102190.01%+219
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,004+1,00402180.01%+218
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
05,350+5,35002180.01%+218
STEPAN CO(SCL)03,985+3,98502180.01%+218
SCHWAB STRATEGIC TR07,418+7,41802170.01%+217
POTLATCHDELTIC CORPORATION05,632+5,63202160.01%+216
INTERPARFUMS INC(IPAR)01,632+1,63202140.01%+214
SIMMONS 1ST NATL CORP(SFNC)011,234+11,23402130.01%+213
BANNER CORP(BANR)03,311+3,31102120.01%+212
VANGUARD WORLD FD
INF TECH ETF
0317+31702100.01%+210
SCHWAB CHARLES CORP(SCHW)02,284+2,28402080.01%+208
URBAN EDGE PPTYS(UE)011,165+11,16502080.01%+208
ONEOK INC NEW(OKE)02,527+2,52702060.01%+206
CITY HLDG CO(CHCO)01,680+1,68002060.01%+206
MOOG INC(MOG-A)01,106+1,10602000.01%+200
AMAZON COM INC(AMZN)021,694+21,69404,7600.18%+4,760
INVESCO QQQ TR01,608+1,60808870.03%+887
APPLIED MATLS INC04,239+4,23907760.03%+776
SCHWAB STRATEGIC TR0120,033+120,03302,8600.11%+2,860
CATERPILLAR INC(CAT)03,861+3,86101,4990.06%+1,499
EMERSON ELEC CO(EMR)06,662+6,66208880.03%+888
RTX CORPORATION(RTX)20,00619,242-7642,6502,8100.10%+160
MONDELEZ INTL INC(MDLZ)705,066711,451+6,38547,83947,9801.78%+142
WALMART INC(WMT)025,283+25,28302,4720.09%+2,472
SOUTHERN CO(SO)23,10224,442+1,3402,1242,2450.08%+120
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