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ZWJ Investment Counsel Inc
Clay Jackson · Investment Advisor · Value
ZWJ Investment Counsel Inc. is an independent, employee-owned investment advisory firm headquartered in Atlanta, Georgia. Established in 1974 and formerly known as Zeliff Wallace Jackson Investment Counsel Inc., the firm specializes in providing personalized wealth management and discretionary asset management for high-net-worth individuals, families, and institutional clients. ZWJ constructs customized portfolios using individual stocks and bonds, focusing on long-term strategies that prioritize fundamental earnings and valuation over market sentiment. With a history spanning over four decades, the firm is known for its stability, continuity, and client-centric model that offers direct access to experienced portfolio managers.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +36.3% |
| YTD return | +25.6% |
| Sharpe ratio | 3.61 |
| Win rate | 55% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.zwjic.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MU | Micron Technology Inc | 8.7% | +137.1% |
| GOOGL | Alphabet Inc Class A | 8.3% | +32.9% |
| KO | The Coca-Cola Company | 6.7% | +26.3% |
| NVDA | NVIDIA Corporation | 6.6% | +15.8% |
| MSFT | Microsoft Corporation | 6.3% | +4.3% |
| AVGO | Broadcom Inc | 6.2% | +4.1% |
| CSCO | Cisco Systems Inc | 5.2% | +45.0% |
| ABBV | AbbVie Inc | 5.0% | +11.5% |
| AAPL | Apple Inc | 4.9% | +26.2% |
| JPM | JPMorgan Chase & Co | 4.6% | +12.4% |
| PSX | Phillips 66 | 4.5% | +41.7% |
| V | Visa Inc. Class A | 4.5% | +7.1% |
| CB | Chubb Ltd | 3.9% | +15.1% |
| CTVA | Corteva Inc | 3.8% | +18.4% |
| AZN | AstraZeneca PLC | 3.7% | -8.6% |
| ORCL | Oracle Corporation | 3.7% | +1.2% |
| JNJ | Johnson & Johnson | 3.5% | +6.0% |
| BWXT | BWX Technologies Inc | 3.4% | -22.3% |
| CVX | Chevron Corp | 3.3% | -2.2% |
| TMO | Thermo Fisher Scientific Inc | 3.2% | +10.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | BWXT | 3.4% → 3.4% |
| Sep 14, 2026 | BUY | NVDA | 6.6% → 6.6% |
| Sep 14, 2026 | SELL | ABBV | 5.1% → 5.0% |
| Sep 14, 2026 | SELL | JPM | 4.7% → 4.6% |
| Sep 14, 2026 | BUY | PSX | 4.2% → 4.5% |
Investment Style Analysis
ZWJ Investment Counsel Inc is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, ZWJ Investment Counsel Inc made a significant move by increasing exposure to BWXT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is based on an active, hands-on approach that emphasizes long-term returns through fundamental analysis of earnings and valuation. Rather than following market trends, ZWJ takes a patient and deliberate role in selecting quality, publicly traded businesses for direct investment in equity and fixed-income securities. This strategy is built on the conviction that independent research and disciplined security selection within separately managed accounts lead to superior risk-adjusted outcomes. The firm maintains a transparent and proactive partnership with clients to align portfolio management with specific financial objectives and risk tolerances.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with ZWJ Investment Counsel Inc.
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Frequently asked questions
How is the simulated portfolio for ZWJ Investment Counsel Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is ZWJ Investment Counsel Inc's largest holding?
As of the latest filing, ZWJ Investment Counsel Inc's top position is Micron Technology Inc (MU), representing 8.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is ZWJ Investment Counsel Inc's historical performance and risk profile?
Our simulation indicates a total return of +36.3% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.61, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does ZWJ Investment Counsel Inc primarily invest in?
ZWJ Investment Counsel Inc has a strong preference for the Semiconductors sector, which makes up 21.5% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is ZWJ Investment Counsel Inc's portfolio concentrated or diversified?
ZWJ Investment Counsel Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has ZWJ Investment Counsel Inc performed in 2026?
Our AI-simulated model portfolio for ZWJ Investment Counsel Inc tracks a Year-to-Date (YTD) return of +25.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Clay Jackson manage ZWJ Investment Counsel Inc directly?
Yes, Clay Jackson serves as the key portfolio manager for ZWJ Investment Counsel Inc, overseeing the investment strategy and final capital allocation decisions.