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Myrka Barcenas Zavaleta

Zwj Investment Counsel Inc

Assets Managed
$3.092B
Holdings
290
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.49%(2Q avg: 5.78%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Zwj Investment Counsel Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 290 positions.

Assets under management

The assets under management (AUM) of Zwj Investment Counsel Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.092B in assets, with a quarterly growth rate of 11.49% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Myrka Barcenas Zavaleta, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MU
Micron Technology Inc
Recent Activity
Decreased -33%
5.71%
$176.394M
152,816 shares@ $1154.3 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.06%
4.56%
$140.985M
399,017 shares@ $353.34 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.09%
3.55%
$109.548M
290,001 shares@ $377.75 avg price
KO
Coca-cola Co The
Recent Activity
Increased 0.07%
3.42%
$105.68M
1.3M shares@ $81.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.03%
3.33%
$102.945M
514,495 shares@ $200.09 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -4.14%
3.14%
$96.981M
825,653 shares@ $117.46 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.97%
2.78%
$85.915M
341,420 shares@ $251.64 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.34%
2.65%
$81.687M
218,989 shares@ $373.02 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.86%
2.45%
$75.688M
261,571 shares@ $289.36 avg price
AZNCF
Astrazeneca Plc
Recent Activity
Increased 2.26%
2.43%
$75.079M
395,978 shares@ $189.61 avg price

1-10 of 290