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Home > Institutional Investor > Zwj Investment Counsel Inc > Profile

Instuitional Investor - Zwj Investment Counsel Inc

Fund Profile
Filing Period:
Fund Name: Zwj Investment Counsel Inc
Portfolio Value $2,689,963,957
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Oracle Corp
 ORCL 478,903 $104,702,475 3.89%
2.
Microsoft Corp
 MSFT 202,639 $100,794,779 3.75%
3.
Broadcom Inc.
 AVGO 358,065 $98,700,741 3.67%
4.
Nvidia Corp
 NVDA 610,611 $96,470,495 3.59%
5.
Coca Cola Co
 KO 1,334,333 $94,404,030 3.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)