Willis Investment Counsel Diversified Active

Location: Gainesville, GA

CIK: 0001310929 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 11, 2014

Total Value: $2.153B (100.0% shares, 0.0% debt)

Holdings (115)

Ace Limited 51.4%
Value $1.108B Shares 10,700 Est. Cost $89.49 Unrealized
STT State Street Corp 3.5%
Value $76.28M Shares 103,935 Est. Cost $44.60 Unrealized +13.5%
MSFT Microsoft Corp 1.1%
Value $23.79M Shares 635,820 Est. Cost $26.70 Unrealized +12.4%
CSCO Cisco Systems Inc 1.1%
Value $23.05M Shares 1,027,697 Est. Cost $15.23 Unrealized -0.2%
JNJ Johnson And Johnson 1.0%
Value $22.09M Shares 241,125 Est. Cost $60.13 Unrealized +9.3%
INTC Intel Corp 1.0%
Value $21.83M Shares 841,055 Est. Cost $17.31 Unrealized +3.6%
KSS Kohls Corp 1.0%
Value $21.43M Shares 377,620 Est. Cost $49.51 Unrealized +10.7%
Royal Dutch Shell 1.0%
Value $20.55M Shares 288,225 Est. Cost $64.27 Unrealized
BB&T Corporation 0.9%
Value $20.41M Shares 546,770 Est. Cost $33.88 Unrealized
AFL Aflac Inc 0.9%
Value $19.69M Shares 294,740 Est. Cost $20.11 Unrealized +22.4%
CAT Caterpillar Inc Del 0.9%
Value $18.4M Shares 202,670 Est. Cost $62.63 Unrealized +0.1%
Ensco PLC SHS CL A 0.8%
Value $17.64M Shares 308,445 Est. Cost $58.04 Unrealized
PFE Pfizer Inc 0.8%
Value $17.07M Shares 557,294 Est. Cost $16.49 Unrealized +6.8%
BP Bp Plc Spon Adr 0.8%
Value $16.57M Shares 340,780 Est. Cost $42.65 Unrealized
MRK Merck & Company, Inc 0.8%
Value $16.56M Shares 330,800 Est. Cost $30.26 Unrealized +3.4%
CA INC 0.8%
Value $16.45M Shares 488,700 Est. Cost $28.62 Unrealized
BAX Baxter International Inc 0.7%
Value $15.82M Shares 227,400 Est. Cost $30.17 Unrealized -3.1%
WFC Wells Fargo & Co New Del 0.7%
Value $15.68M Shares 345,295 Est. Cost $27.88 Unrealized +10.3%
MCD Mcdonalds Corp Com 0.7%
Value $15.66M Shares 161,438 Est. Cost $71.38 Unrealized -1.9%
ABBNY ABB LTD 0.7%
Value $15.64M Shares 588,900 Est. Cost $22.49 Unrealized
Glaxosmithkline PLC 0.7%
Value $15.41M Shares 288,710 Est. Cost $50.49 Unrealized
DRI Darden Restaurants Inc 0.7%
Value $15.35M Shares 282,250 Est. Cost $31.42 Unrealized +2.1%
LLY Eli Lilly & Co 0.7%
Value $15.02M Shares 294,470 Est. Cost $41.71 Unrealized -5.1%
Total SA 0.7%
Value $15.01M Shares 245,050 Est. Cost $48.70 Unrealized
Staples Inc 0.7%
Value $14.93M Shares 939,600 Est. Cost $15.87 Unrealized
Maxim Integrated Prods 0.7%
Value $14.87M Shares 532,900 Est. Cost $27.83 Unrealized
CVX Chevron Corp 0.7%
Value $14.86M Shares 118,950 Est. Cost $71.45 Unrealized +1.5%
Vodafone Group 0.7%
Value $14.82M Shares 376,900 Est. Cost $28.74 Unrealized
NUE Nucor Corporation 0.7%
Value $14.72M Shares 275,700 Est. Cost $32.41 Unrealized +18.2%
JPM JP Morgan Chase & Co 0.7%
Value $14.69M Shares 251,200 Est. Cost $36.24 Unrealized +9.4%
General Electric 0.7%
Value $14.57M Shares 519,700 Est. Cost $23.19 Unrealized
E.I. du Pont de Nemours and Company 0.7%
Value $14.28M Shares 219,800 Est. Cost $52.50 Unrealized
WM Waste Management Inc New 0.7%
Value $14.08M Shares 313,730 Est. Cost $31.35 Unrealized +8.1%
SYY Sysco Corporation 0.6%
Value $13.61M Shares 377,060 Est. Cost $24.40 Unrealized -0.1%
COP Conocophillips 0.6%
Value $13.39M Shares 189,500 Est. Cost $39.96 Unrealized +21.1%
TXN Texas Instruments Inc 0.6%
Value $13.12M Shares 298,800 Est. Cost $25.31 Unrealized +18.8%
KMB Kimberly Clark Corp 0.6%
Value $12.32M Shares 117,970 Est. Cost $63.21 Unrealized +5.0%
TGT Target Corp Com 0.6%
Value $12.31M Shares 194,500 Est. Cost $47.29 Unrealized -5.7%
Kraft Foods Group Inc 0.6%
Value $12.25M Shares 227,301 Est. Cost $55.61 Unrealized
Cracker Barrel 0.6%
Value $12.19M Shares 110,700 Est. Cost $100.40 Unrealized
VZ Verizon Communicatns Com 0.5%
Value $11.61M Shares 236,300 Est. Cost $27.04 Unrealized -1.6%
GD General Dynamics Corp 0.5%
Value $11.21M Shares 117,300 Est. Cost $60.15 Unrealized +14.2%
T AT&T Corp 0.5%
Value $11.17M Shares 317,800 Est. Cost $11.39 Unrealized -2.0%
PPL PPL Corp 0.5%
Value $10.73M Shares 356,490 Est. Cost $16.36 Unrealized +0.0%
FE First Energy Corp 0.5%
Value $10.44M Shares 316,570 Est. Cost $24.53 Unrealized -13.7%
AEP American Electric Power Co 0.5%
Value $10.44M Shares 223,320 Est. Cost $30.44 Unrealized -1.8%
Kellogg 0.4%
Value $9.527M Shares 156,000 Est. Cost $38.86 Unrealized -2.8%
USB Us Bancorp (new) 0.4%
Value $9.458M Shares 234,100 Est. Cost $25.38 Unrealized 0.0%
SO Southern Company 0.4%
Value $9.365M Shares 227,800 Est. Cost $26.55 Unrealized -7.5%
Diamond Offshore Drilling Inc 0.4%
Value $9.067M Shares 159,300 Est. Cost $67.03 Unrealized
MAT Mattel, Inc. 0.4%
Value $8.783M Shares 184,600 Est. Cost $44.69 Unrealized -0.3%
DUK Duke Energy Corp New 0.4%
Value $8.495M Shares 123,098 Est. Cost $41.84 Unrealized +1.2%
Spectra Energy Corp 0.4%
Value $8.443M Shares 237,020 Est. Cost $34.46 Unrealized
WMT Wal-Mart Stores Inc 0.4%
Value $8.066M Shares 102,500 Est. Cost $20.00 Unrealized +1.7%
Torchmark Corp 0.4%
Value $7.993M Shares 102,275 Est. Cost $65.14 Unrealized
BK Bank of New York Mellon 0.4%
Value $7.866M Shares 225,143 Est. Cost $21.22 Unrealized +14.5%
KO Coca Cola Company 0.3%
Value $7.201M Shares 174,320 Est. Cost $27.84 Unrealized -3.2%
DLB Dolby Laboratories Inc CL A 0.3%
Value $7.113M Shares 184,465 Est. Cost $29.00 Unrealized +7.0%
Medtronic Inc 0.3%
Value $6.829M Shares 118,985 Est. Cost $51.47 Unrealized
DOX Amdocs Ltd 0.3%
Value $6.781M Shares 164,425 Est. Cost $28.59 Unrealized +10.9%
Nabors Industries Ltd 0.3%
Value $6.667M Shares 392,395 Est. Cost $15.31 Unrealized
WLY John Wiley & Sons Inc Class A 0.3%
Value $6.551M Shares 118,680 Est. Cost $27.09 Unrealized +31.7%
Apache Corp 0.3%
Value $6.385M Shares 74,285 Est. Cost $83.83 Unrealized
Laboratory Corp of America 0.3%
Value $6.246M Shares 68,355 Est. Cost $97.73 Unrealized
MOS Mosaic Company 0.3%
Value $6.236M Shares 131,915 Est. Cost $46.26 Unrealized -21.4%
IFF International Flavors & Fragrances 0.3%
Value $6.216M Shares 72,300 Est. Cost $58.18 Unrealized +9.9%
Hess Corp 0.3%
Value $6.149M Shares 74,080 Est. Cost $66.49 Unrealized
Joy Global Inc 0.3%
Value $5.798M Shares 99,130 Est. Cost $48.53 Unrealized
PM Philip Morris Intl Inc 0.3%
Value $5.629M Shares 64,600 Est. Cost $48.01 Unrealized -0.4%
Noble Corp PLC 0.2%
Value $5.3M Shares 141,435 Est. Cost $37.47 Unrealized
BHP BHP Billiton Ltd 0.2%
Value $5.225M Shares 76,620 Est. Cost $59.29 Unrealized
MUR Murphy Oil Corp 0.2%
Value $5.203M Shares 80,195 Est. Cost $34.50 Unrealized +17.0%
RGA Reinsurance Group of America 0.2%
Value $5.162M Shares 66,685 Est. Cost $72.80 Unrealized 0.0%
Varian Medical Sys Inc 0.2%
Value $5.101M Shares 65,655 Est. Cost $71.67 Unrealized
Linear Technology Corp 0.2%
Value $4.974M Shares 109,200 Est. Cost $45.55 Unrealized
UPS United Parcel Service 0.2%
Value $4.624M Shares 44,000 Est. Cost $55.38 Unrealized +16.4%
VALE Vale 0.2%
Value $4.408M Shares 289,030 Est. Cost $13.15 Unrealized
GIS General Mills Inc 0.2%
Value $4.407M Shares 88,300 Est. Cost $31.98 Unrealized +2.8%
PEP Pepsico Inc 0.2%
Value $4.396M Shares 53,000 Est. Cost $56.00 Unrealized +3.1%
TRV Travelers Cos Inc 0.2%
Value $4.391M Shares 48,500 Est. Cost $63.44 Unrealized +5.3%
Micros Systems Inc 0.2%
Value $4.168M Shares 72,650 Est. Cost $43.15 Unrealized
Advance Auto Parts 0.2%
Value $4.102M Shares 37,060 Est. Cost $110.69 Unrealized
Wellpoint Inc 0.2%
Value $3.806M Shares 41,190 Est. Cost $81.85 Unrealized
OXY Occidental Petroleum Corp 0.2%
Value $3.766M Shares 39,600 Est. Cost $58.18 Unrealized +8.9%
Walgreen Co 0.2%
Value $3.291M Shares 57,300 Est. Cost $44.20 Unrealized
RCI Rogers Communications 0.1%
Value $3.147M Shares 69,545 Est. Cost $44.52 Unrealized 0.0%
PKX Posco 0.1%
Value $3.131M Shares 40,145 Est. Cost $77.99 Unrealized
MUSA Murphy USA Inc 0.1%
Value $3.058M Shares 73,590 Est. Cost $41.23 Unrealized 0.0%
MSM MSC Industrial Direct Co 0.1%
Value $2.997M Shares 37,060 Est. Cost $79.17 Unrealized 0.0%
Facebook Inc 0.1%
Value $2.642M Shares 48,351 Est. Cost $24.88 Unrealized
SYK Stryker Corp 0.1%
Value $2.039M Shares 27,130 Est. Cost $56.92 Unrealized +10.8%
Ambassadors Group Inc 0.1%
Value $1.755M Shares 377,410 Est. Cost $3.97 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value $1.657M Shares 141,233 Est. Cost $10.30 Unrealized +2.5%
Axia NetMedia Corp 0.1%
Value $1.57M Shares 667,300 Est. Cost $1.42 Unrealized
Nicholas Financial Inc 0.1%
Value $1.464M Shares 92,989 Est. Cost $15.42 Unrealized
HomeServe 0.1%
Value $1.433M Shares 314,342 Est. Cost $4.42 Unrealized
IDT IDT Corp 0.1%
Value $1.41M Shares 78,930 Est. Cost $11.42 Unrealized +23.7%
Straight Path Communications 0.1%
Value $1.405M Shares 171,590 Est. Cost $8.19 Unrealized
Leucadia National Corp 0.1%
Value $1.404M Shares 49,540 Est. Cost $26.85 Unrealized
DIT Amcon Distributing Co 0.1%
Value $1.368M Shares 17,111 Est. Cost $62.10 Unrealized +4.3%
BCO Brinks 0.1%
Value $1.34M Shares 39,260 Est. Cost $23.38 Unrealized +17.0%
PLSDF Pulse Seismic Inc 0.1%
Value $1.285M Shares 285,000 Est. Cost $3.46 Unrealized +8.7%
VSEC VSE Corp 0.1%
Value $1.176M Shares 24,505 Est. Cost $14.60 Unrealized +47.3%
CVTech Group Inc. 0.0%
Value $992K Shares 1,225,700 Est. Cost $0.81 Unrealized
Harris Corporation 0.0%
Value $991K Shares 14,200 Est. Cost $69.79 Unrealized
CNRD Conrad Industries Inc 0.0%
Value $967K Shares 26,185 Est. Cost $27.97 Unrealized +9.2%
EGI Financial Holdings Inc 0.0%
Value $948K Shares 73,290 Est. Cost $12.93 Unrealized
Zedi Inc. 0.0%
Value $412K Shares 424,900 Est. Cost $0.97 Unrealized
GGGSF Gregg's PLC 0.0%
Value $399K Shares 55,990 Est. Cost $5.54 Unrealized 0.0%
EMR Emerson Elec Co 0.0%
Value $323K Shares 4,600 Est. Cost $40.02 Unrealized +20.4%
Span-America Medical Systems Inc. 0.0%
Value $316K Shares 15,175 Est. Cost $20.82 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value $298K Shares 13,882 Est. Cost $13.91 Unrealized +4.0%
IVZ Invesco LTD 0.0%
Value $262K Shares 7,187 Est. Cost $18.88 Unrealized +7.5%
Agrium Inc 0.0%
Value $229K Shares 2,500 Est. Cost $91.60 Unrealized
Puresafe Water Systems Inc 0.0%
Value $0 Shares 14,000 Est. Cost Unrealized