Long-term investor
Zwj Investment Counsel Inc. @zwjinvestmentcounselinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000842782).
Record
- Tracked since 2025-06-30 (434 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +4.7% · 6 months +3.5% · 1 year +10.9% · all +10.9%
- Max drawdown -1.6% · Sharpe 0.67 · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 5.7% · long · since 2025-06-30
- GOOG · 4.6% · long · since 2025-06-30
- AVGO · 3.5% · long · since 2025-06-30
- KO · 3.4% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- CSCO · 3.1% · long · since 2025-06-30
- ABBV · 2.8% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- G0593M107 · 2.4% · long · since 2026-03-31
- JPM · 2.4% · long · since 2025-06-30
- BWXT · 2.4% · long · since 2025-06-30