StockDriftsStockDriftsTop 50 Zwj Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 5.7% | 152.8K | $176.4M | -33.01%(-75.30K) | $44.52(+2179.58%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.56% | 399.0K | $141.0M | -0.07%(-271) | $47.09(+627.69%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.54% | 290.0K | $109.5M | +0.09%(+250) | $23.61(+1567.80%) | 2026-06-30 | |
| KO | COCA COLA CO | 3.42% | 1.30M | $105.7M | +0.06%(+807) | $35.73(+145.16%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 514.5K | $102.9M | -0.04%(-194) | $15.52(+1356.70%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.14% | 825.7K | $97.0M | -4.15%(-35.70K) | $33.14(+242.65%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.78% | 341.4K | $85.9M | +0.96%(+3.26K) | $110.44(+125.84%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.64% | 219.0K | $81.7M | +4.34%(+9.10K) | $99.91(+386.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.45% | 261.6K | $75.7M | +2.86%(+7.27K) | $47.64(+540.96%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 2.43% | 396.0K | $75.1M | +2.25%(+8.72K) | $95.52(+63.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.25% | +101.21% | +17.92% | +127.99% |
| Top 20 Holdings Unweighted | +25.64% | +98.32% | +17.58% | +124.76% |
Zwj Investment Counsel INC reports $3.09B in US-listed equity holdings across 290 positions in its most recent 13F filing. Its largest disclosed positions are MU (5.7%), GOOG (4.6%) and AVGO (3.5%). The top 20 holdings account for 54.35% of reported assets. Its disclosed equity book has returned +101.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Zwj Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 842782). View Zwj Investment Counsel INC’s 13F filings on SEC