Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 18, 2013

Total Value ($000): $875,848 (100.0% shares, 0.0% debt)

Holdings (114)

CSCO Cisco Systems Inc 2.6%
Value ($000) $22,913 Shares 941,567 Est. Cost $15.24 Unrealized +11.1%
MSFT Microsoft Corp 2.6%
Value ($000) $22,446 Shares 649,770 Est. Cost $26.70 Unrealized +1.1%
KSS Kohls Corp 2.3%
Value ($000) $19,782 Shares 391,655 Est. Cost $49.51 Unrealized +5.5%
JNJ Johnson And Johnson 2.2%
Value ($000) $19,082 Shares 222,240 Est. Cost $59.66 Unrealized +6.5%
AFL Aflac Inc 2.2%
Value ($000) $18,938 Shares 325,845 Est. Cost $20.11 Unrealized +11.7%
Walgreen Co 2.1%
Value ($000) $18,769 Shares 424,629 Est. Cost $44.20 Unrealized
BB&T Corporation 2.1%
Value ($000) $18,377 Shares 542,400 Est. Cost $33.88 Unrealized
Royal Dutch Shell 2.0%
Value ($000) $17,237 Shares 270,165 Est. Cost $63.80 Unrealized
Staples Inc 1.9%
Value ($000) $16,984 Shares 1,070,195 Est. Cost $15.87 Unrealized
INTC Intel Corp 1.9%
Value ($000) $16,768 Shares 692,050 Est. Cost $17.18 Unrealized -1.6%
Ensco PLC SHS CL A 1.9%
Value ($000) $16,327 Shares 280,915 Est. Cost $58.12 Unrealized
PFE Pfizer Inc 1.7%
Value ($000) $15,147 Shares 540,765 Est. Cost $16.46 Unrealized -0.6%
CA INC 1.7%
Value ($000) $15,100 Shares 527,600 Est. Cost $28.62 Unrealized
JPM JP Morgan Chase & Co 1.6%
Value ($000) $13,630 Shares 258,200 Est. Cost $36.24 Unrealized +6.3%
Spectra Energy Corp 1.5%
Value ($000) $13,537 Shares 392,820 Est. Cost $34.46 Unrealized
NUE Nucor Corporation 1.5%
Value ($000) $13,328 Shares 307,665 Est. Cost $32.41 Unrealized +6.6%
SYY Sysco Corporation 1.4%
Value ($000) $12,665 Shares 370,760 Est. Cost $24.40 Unrealized -1.7%
MRK Merck & Company, Inc 1.4%
Value ($000) $12,495 Shares 269,000 Est. Cost $30.02 Unrealized +3.2%
BAX Baxter International Inc 1.4%
Value ($000) $12,489 Shares 180,300 Est. Cost $30.42 Unrealized +2.1%
General Electric 1.4%
Value ($000) $12,397 Shares 534,600 Est. Cost $23.19 Unrealized
BP Bp Plc Spon Adr 1.4%
Value ($000) $12,351 Shares 295,900 Est. Cost $41.74 Unrealized
Total SA 1.4%
Value ($000) $12,343 Shares 253,450 Est. Cost $48.70 Unrealized
CVX Chevron Corp 1.4%
Value ($000) $12,325 Shares 104,150 Est. Cost $71.30 Unrealized +2.5%
DRI Darden Restaurants Inc 1.4%
Value ($000) $12,317 Shares 244,000 Est. Cost $31.32 Unrealized -5.0%
E.I. du Pont de Nemours and Co 1.4%
Value ($000) $12,280 Shares 233,900 Est. Cost $52.50 Unrealized
MCD Mcdonalds Corp Com 1.4%
Value ($000) $12,266 Shares 123,900 Est. Cost $71.80 Unrealized -1.7%
Glaxosmithkline PLC 1.4%
Value ($000) $12,238 Shares 244,910 Est. Cost $49.97 Unrealized
Vodafone Group 1.4%
Value ($000) $12,222 Shares 425,200 Est. Cost $28.74 Unrealized
COP Conocophillips 1.4%
Value ($000) $12,185 Shares 201,400 Est. Cost $39.96 Unrealized +11.3%
TXN Texas Instruments Inc 1.4%
Value ($000) $12,124 Shares 347,900 Est. Cost $25.31 Unrealized +9.5%
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $12,080 Shares 292,695 Est. Cost $27.36 Unrealized +10.3%
VZ Verizon Communicatns Com 1.4%
Value ($000) $11,996 Shares 238,300 Est. Cost $27.04 Unrealized -3.4%
LLY Eli Lilly & Co 1.3%
Value ($000) $11,723 Shares 238,670 Est. Cost $42.21 Unrealized -2.9%
FE First Energy Corp 1.3%
Value ($000) $11,664 Shares 312,370 Est. Cost $24.57 Unrealized -9.5%
T AT&T Corp 1.3%
Value ($000) $11,101 Shares 313,600 Est. Cost $11.40 Unrealized -3.9%
Kraft Foods Group Inc 1.3%
Value ($000) $11,023 Shares 197,301 Est. Cost $55.87 Unrealized
KMB Kimberly Clark Corp 1.3%
Value ($000) $10,964 Shares 112,870 Est. Cost $63.06 Unrealized -3.1%
PPL PPL Corp 1.2%
Value ($000) $10,787 Shares 356,490 Est. Cost $16.36 Unrealized +0.5%
TGT Target Corp Com 1.2%
Value ($000) $10,749 Shares 156,100 Est. Cost $47.95 Unrealized -1.6%
AMAT Applied Material Inc 1.2%
Value ($000) $10,695 Shares 716,800 Est. Cost $12.22 Unrealized +10.8%
ABBNY ABB LTD 1.2%
Value ($000) $10,598 Shares 489,300 Est. Cost $21.66 Unrealized
WM Waste Management Inc New 1.2%
Value ($000) $10,241 Shares 253,930 Est. Cost $30.75 Unrealized +4.1%
BK Bank of New York Mellon 1.1%
Value ($000) $9,952 Shares 354,788 Est. Cost $21.22 Unrealized +7.3%
AEP American Electric Power Co 1.1%
Value ($000) $9,924 Shares 221,620 Est. Cost $30.44 Unrealized -6.4%
Diamond Offshore Drilling Inc 1.1%
Value ($000) $9,335 Shares 135,700 Est. Cost $68.79 Unrealized
Kellogg 1.1%
Value ($000) $9,313 Shares 145,000 Est. Cost $38.95 Unrealized -0.3%
SO Southern Company 1.0%
Value ($000) $9,183 Shares 208,100 Est. Cost $26.74 Unrealized -5.3%
Maxim Integrated Prods 1.0%
Value ($000) $8,392 Shares 302,100 Est. Cost $27.78 Unrealized
DUK Duke Energy Corp New 0.9%
Value ($000) $8,086 Shares 119,798 Est. Cost $41.83 Unrealized -2.4%
EMR Emerson Elec Co 0.9%
Value ($000) $8,066 Shares 147,900 Est. Cost $40.02 Unrealized +9.5%
GIS General Mills Inc 0.9%
Value ($000) $7,508 Shares 154,700 Est. Cost $31.98 Unrealized +2.9%
Wellpoint Inc 0.8%
Value ($000) $7,407 Shares 90,500 Est. Cost $81.85 Unrealized
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $7,367 Shares 98,900 Est. Cost $19.98 Unrealized -1.0%
MOS Mosaic Company 0.8%
Value ($000) $7,335 Shares 136,310 Est. Cost $46.26 Unrealized -21.4%
STT State Street Corp 0.8%
Value ($000) $7,104 Shares 108,945 Est. Cost $44.60 Unrealized +10.4%
KO Coca Cola Company 0.8%
Value ($000) $6,852 Shares 170,820 Est. Cost $27.85 Unrealized -3.9%
Torchmark Corp 0.8%
Value ($000) $6,679 Shares 102,535 Est. Cost $65.14 Unrealized
Cracker Barrel 0.8%
Value ($000) $6,579 Shares 69,500 Est. Cost $94.66 Unrealized
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $6,577 Shares 147,180 Est. Cost $28.67 Unrealized +1.9%
GD General Dynamics Corp 0.7%
Value ($000) $6,407 Shares 81,800 Est. Cost $56.44 Unrealized +15.0%
Apache Corp 0.7%
Value ($000) $6,166 Shares 73,555 Est. Cost $83.83 Unrealized
Nabors Industries Ltd 0.7%
Value ($000) $6,148 Shares 401,565 Est. Cost $15.31 Unrealized
Medtronic Inc 0.7%
Value ($000) $6,095 Shares 118,415 Est. Cost $51.47 Unrealized
DOX Amdocs Ltd 0.7%
Value ($000) $6,079 Shares 163,890 Est. Cost $28.59 Unrealized +6.2%
UPS United Parcel Service 0.7%
Value ($000) $5,950 Shares 68,800 Est. Cost $55.38 Unrealized +3.1%
DLB Dolby Laboratories Inc CL A 0.7%
Value ($000) $5,912 Shares 176,735 Est. Cost $28.91 Unrealized -0.8%
PAYX Paychex Inc 0.6%
Value ($000) $5,677 Shares 155,500 Est. Cost $25.02 Unrealized +8.0%
IFF International Flavors & Fragra 0.6%
Value ($000) $5,422 Shares 72,140 Est. Cost $58.18 Unrealized +4.4%
MAT Mattel, Inc. 0.6%
Value ($000) $5,419 Shares 119,600 Est. Cost $44.76 Unrealized -4.4%
Noble Corp 0.6%
Value ($000) $5,293 Shares 140,855 Est. Cost $37.58 Unrealized
MUR Murphy Oil Corp 0.6%
Value ($000) $5,218 Shares 85,690 Est. Cost $34.50 Unrealized +9.4%
Hess Corp 0.6%
Value ($000) $5,162 Shares 77,635 Est. Cost $66.49 Unrealized
Laboratory Corp of America 0.6%
Value ($000) $4,980 Shares 49,750 Est. Cost $100.10 Unrealized
Nordstrom Inc 0.6%
Value ($000) $4,975 Shares 83,000 Est. Cost $59.94 Unrealized
Joy Global Inc 0.6%
Value ($000) $4,870 Shares 100,340 Est. Cost $48.53 Unrealized
WLY John Wiley & Sons Inc Class A 0.5%
Value ($000) $4,737 Shares 118,165 Est. Cost $27.09 Unrealized +15.9%
Dell Inc 0.5%
Value ($000) $4,580 Shares 343,725 Est. Cost $13.32 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $4,564 Shares 55,800 Est. Cost $56.00 Unrealized +1.4%
TRV Travelers Cos Inc 0.5%
Value ($000) $4,148 Shares 51,900 Est. Cost $63.44 Unrealized -1.0%
VALE Vale 0.4%
Value ($000) $3,847 Shares 292,510 Est. Cost $13.15 Unrealized
BHP BHP Billiton Ltd 0.4%
Value ($000) $3,736 Shares 64,785 Est. Cost $57.67 Unrealized
Ace Limited 0.4%
Value ($000) $3,651 Shares 40,800 Est. Cost $89.49 Unrealized
SYK Stryker Corp 0.4%
Value ($000) $3,641 Shares 56,290 Est. Cost $56.92 Unrealized +4.4%
Micros Systems Inc 0.4%
Value ($000) $3,445 Shares 79,840 Est. Cost $43.15 Unrealized
OXY Occidental Petroleum Corp 0.4%
Value ($000) $3,310 Shares 37,100 Est. Cost $57.83 Unrealized +2.4%
IDCC Interdigital Inc 0.3%
Value ($000) $2,781 Shares 62,290 Est. Cost $44.80 Unrealized -15.8%
Facebook Inc 0.3%
Value ($000) $2,746 Shares 110,351 Est. Cost $24.88 Unrealized
Varian Medical Sys Inc 0.3%
Value ($000) $2,603 Shares 38,595 Est. Cost $67.44 Unrealized
Raytheon Co 0.2%
Value ($000) $1,375 Shares 20,800 Est. Cost $66.11 Unrealized
Axia NetMedia Corp 0.1%
Value ($000) $1,131 Shares 795,700 Est. Cost $1.42 Unrealized
McDermott Intl Inc 0.1%
Value ($000) $1,088 Shares 133,000 Est. Cost $8.18 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,018 Shares 112,378 Est. Cost $10.23 Unrealized -4.4%
VSEC VSE Corp 0.1%
Value ($000) $1,006 Shares 24,500 Est. Cost $14.60 Unrealized +42.2%
Michael Baker Corp 0.1%
Value ($000) $970 Shares 35,770 Est. Cost $27.12 Unrealized
Leucadia National Corp 0.1%
Value ($000) $918 Shares 35,000 Est. Cost $26.23 Unrealized
IDT IDT Corp 0.1%
Value ($000) $916 Shares 49,000 Est. Cost $9.77 Unrealized +24.2%
DIT Amcon Distributing Co 0.1%
Value ($000) $880 Shares 11,030 Est. Cost $60.62 Unrealized +7.3%
BCO Brinks 0.1%
Value ($000) $870 Shares 34,110 Est. Cost $22.78 Unrealized +3.7%
Ambassadors Group Inc 0.1%
Value ($000) $823 Shares 231,920 Est. Cost $3.55 Unrealized
NNBR NN Inc 0.1%
Value ($000) $811 Shares 71,100 Est. Cost $8.37 Unrealized +44.8%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $772 Shares 200,000 Est. Cost $3.33 Unrealized +13.2%
Nicholas Financial Inc 0.1%
Value ($000) $732 Shares 48,400 Est. Cost $15.12 Unrealized
APD Air Products & Chemicals 0.1%
Value ($000) $705 Shares 7,700 Est. Cost $61.55 Unrealized +13.9%
HomeServe 0.1%
Value ($000) $614 Shares 144,574 Est. Cost $4.25 Unrealized
CAT Caterpillar Inc Del 0.1%
Value ($000) $495 Shares 6,000 Est. Cost $61.55 Unrealized +0.1%
PM Philip Morris Intl Inc 0.1%
Value ($000) $485 Shares 5,600 Est. Cost $49.85 Unrealized -5.0%
Howard Hughes Corp 0.1%
Value ($000) $448 Shares 4,000 Est. Cost $112.00 Unrealized
PCG PG&E 0.0%
Value ($000) $434 Shares 9,500 Est. Cost $38.88 Unrealized -4.9%
PEG Public Service Entrp Grp Inc 0.0%
Value ($000) $405 Shares 12,400 Est. Cost $21.73 Unrealized -2.1%
FLO Flowers Foods Inc Com 0.0%
Value ($000) $306 Shares 13,883 Est. Cost $13.91 Unrealized +2.6%
CNRD Conrad Industries Inc 0.0%
Value ($000) $283 Shares 10,100 Est. Cost $23.86 Unrealized +8.6%
BCE BCE Inc 0.0%
Value ($000) $230 Shares 5,600 Est. Cost $22.29 Unrealized -7.2%
IVZ Invesco LTD 0.0%
Value ($000) $229 Shares 7,187 Est. Cost $18.88 Unrealized +0.4%
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized