Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 16, 2014

Total Value ($000): $986,812 (100.0% shares, 0.0% debt)

Holdings (110)

MSFT Microsoft Corp 2.7%
Value ($000) $26,175 Shares 638,560 Est. Cost $26.70 Unrealized +17.1%
JNJ Johnson And Johnson 2.4%
Value ($000) $23,964 Shares 243,954 Est. Cost $60.21 Unrealized +10.7%
CSCO Cisco Systems Inc 2.3%
Value ($000) $23,144 Shares 1,032,507 Est. Cost $15.23 Unrealized +0.4%
KSS Kohls Corp 2.2%
Value ($000) $21,780 Shares 383,450 Est. Cost $49.58 Unrealized +8.1%
INTC Intel Corp 2.2%
Value ($000) $21,559 Shares 835,160 Est. Cost $17.31 Unrealized +7.9%
Royal Dutch Shell 2.1%
Value ($000) $20,331 Shares 278,275 Est. Cost $64.27 Unrealized
CAT Caterpillar Inc Del 2.0%
Value ($000) $19,732 Shares 198,575 Est. Cost $62.63 Unrealized +11.3%
AFL Aflac Inc 1.9%
Value ($000) $18,737 Shares 297,230 Est. Cost $20.11 Unrealized +19.3%
PFE Pfizer Inc 1.8%
Value ($000) $17,899 Shares 557,265 Est. Cost $16.49 Unrealized +10.4%
MRK Merck & Company, Inc 1.8%
Value ($000) $17,491 Shares 308,100 Est. Cost $30.26 Unrealized +18.2%
LLY Eli Lilly & Co 1.7%
Value ($000) $17,197 Shares 292,170 Est. Cost $41.71 Unrealized +6.8%
BB&T Corporation 1.7%
Value ($000) $17,180 Shares 427,680 Est. Cost $33.88 Unrealized
BAX Baxter International Inc 1.7%
Value ($000) $17,122 Shares 232,700 Est. Cost $30.18 Unrealized +0.6%
WFC Wells Fargo & Co New Del 1.7%
Value ($000) $16,742 Shares 336,595 Est. Cost $27.88 Unrealized +19.8%
Ensco PLC SHS CL A 1.7%
Value ($000) $16,613 Shares 314,765 Est. Cost $57.93 Unrealized
Total SA 1.6%
Value ($000) $16,029 Shares 244,350 Est. Cost $48.70 Unrealized
VZ Verizon Communicatns Com 1.6%
Value ($000) $15,907 Shares 334,397 Est. Cost $26.70 Unrealized -3.1%
Maxim Integrated Prods 1.6%
Value ($000) $15,881 Shares 479,500 Est. Cost $27.83 Unrealized
MCD Mcdonalds Corp Com 1.6%
Value ($000) $15,834 Shares 161,522 Est. Cost $71.38 Unrealized -1.6%
Glaxosmithkline PLC 1.6%
Value ($000) $15,314 Shares 286,610 Est. Cost $50.49 Unrealized
WM Waste Management Inc New 1.5%
Value ($000) $15,231 Shares 362,030 Est. Cost $31.54 Unrealized +3.9%
General Electric 1.5%
Value ($000) $15,177 Shares 586,200 Est. Cost $23.50 Unrealized
CA INC 1.5%
Value ($000) $15,118 Shares 488,000 Est. Cost $28.62 Unrealized
ABBNY ABB LTD 1.5%
Value ($000) $15,079 Shares 584,700 Est. Cost $22.49 Unrealized
E.I. du Pont de Nemours and Company 1.5%
Value ($000) $14,554 Shares 216,900 Est. Cost $52.50 Unrealized
DRI Darden Restaurants Inc 1.5%
Value ($000) $14,530 Shares 286,250 Est. Cost $31.42 Unrealized -0.3%
BP Bp Plc Spon Adr 1.4%
Value ($000) $14,150 Shares 294,180 Est. Cost $42.65 Unrealized
CVX Chevron Corp 1.4%
Value ($000) $14,144 Shares 118,950 Est. Cost $71.45 Unrealized -1.5%
TGT Target Corp Com 1.4%
Value ($000) $13,990 Shares 231,200 Est. Cost $46.39 Unrealized -10.2%
NUE Nucor Corporation 1.4%
Value ($000) $13,934 Shares 275,700 Est. Cost $32.41 Unrealized +15.7%
SYY Sysco Corporation 1.4%
Value ($000) $13,497 Shares 373,560 Est. Cost $24.40 Unrealized +7.0%
COP Conocophillips 1.4%
Value ($000) $13,458 Shares 191,300 Est. Cost $39.96 Unrealized +13.7%
KMB Kimberly Clark Corp 1.3%
Value ($000) $13,006 Shares 117,970 Est. Cost $63.21 Unrealized +9.8%
JPM JP Morgan Chase & Co 1.3%
Value ($000) $12,524 Shares 206,300 Est. Cost $36.24 Unrealized +16.1%
Cracker Barrel 1.2%
Value ($000) $12,029 Shares 123,700 Est. Cost $100.07 Unrealized
PPL PPL Corp 1.2%
Value ($000) $11,814 Shares 356,490 Est. Cost $16.36 Unrealized +4.3%
MAT Mattel, Inc. 1.2%
Value ($000) $11,455 Shares 285,600 Est. Cost $42.93 Unrealized -7.5%
T AT&T Corp 1.1%
Value ($000) $11,145 Shares 317,800 Est. Cost $11.39 Unrealized -4.8%
AEP American Electric Power Co 1.1%
Value ($000) $11,106 Shares 219,220 Est. Cost $30.44 Unrealized +4.6%
Kraft Foods Group Inc 1.1%
Value ($000) $11,029 Shares 196,600 Est. Cost $55.61 Unrealized
Staples Inc 1.1%
Value ($000) $10,655 Shares 939,600 Est. Cost $15.87 Unrealized
Kellogg 1.0%
Value ($000) $10,146 Shares 161,800 Est. Cost $38.82 Unrealized -3.3%
SO Southern Company 1.0%
Value ($000) $10,018 Shares 228,000 Est. Cost $26.55 Unrealized -4.8%
GD General Dynamics Corp 1.0%
Value ($000) $9,977 Shares 91,600 Est. Cost $60.15 Unrealized +33.2%
USB Us Bancorp (new) 0.9%
Value ($000) $9,373 Shares 218,700 Est. Cost $25.38 Unrealized +7.7%
PAYX Paychex Inc 0.9%
Value ($000) $9,169 Shares 215,233 Est. Cost $29.49 Unrealized 0.0%
DUK Duke Energy Corp New 0.9%
Value ($000) $8,784 Shares 123,334 Est. Cost $41.84 Unrealized +2.0%
Spectra Energy Corp 0.9%
Value ($000) $8,611 Shares 233,120 Est. Cost $34.46 Unrealized
Ace Limited 0.8%
Value ($000) $8,331 Shares 84,100 Est. Cost $97.84 Unrealized
Linear Technology Corp 0.8%
Value ($000) $8,276 Shares 169,979 Est. Cost $46.67 Unrealized
Torchmark Corp 0.8%
Value ($000) $8,184 Shares 103,990 Est. Cost $65.36 Unrealized
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $7,842 Shares 102,602 Est. Cost $20.00 Unrealized -0.5%
Diamond Offshore Drilling Inc 0.8%
Value ($000) $7,767 Shares 159,300 Est. Cost $67.03 Unrealized
DOX Amdocs Ltd 0.8%
Value ($000) $7,737 Shares 166,535 Est. Cost $28.67 Unrealized +23.3%
PEP Pepsico Inc 0.8%
Value ($000) $7,718 Shares 92,435 Est. Cost $56.37 Unrealized +0.9%
DLB Dolby Laboratories Inc CL A 0.8%
Value ($000) $7,707 Shares 173,210 Est. Cost $29.00 Unrealized +25.0%
Vodafone Group 0.8%
Value ($000) $7,489 Shares 203,453 Est. Cost $28.74 Unrealized
Medtronic Inc 0.8%
Value ($000) $7,479 Shares 121,399 Est. Cost $51.67 Unrealized
KO Coca Cola Company 0.8%
Value ($000) $7,462 Shares 193,020 Est. Cost $27.71 Unrealized -4.2%
STT State Street Corp 0.8%
Value ($000) $7,404 Shares 106,455 Est. Cost $44.73 Unrealized +12.1%
TXN Texas Instruments Inc 0.7%
Value ($000) $7,121 Shares 151,000 Est. Cost $25.31 Unrealized +26.2%
IFF International Flavors & Fragrances 0.7%
Value ($000) $7,063 Shares 73,825 Est. Cost $58.39 Unrealized +16.6%
UPS United Parcel Service 0.7%
Value ($000) $7,050 Shares 72,400 Est. Cost $58.83 Unrealized +9.1%
MOS Mosaic Company 0.7%
Value ($000) $7,046 Shares 140,920 Est. Cost $45.70 Unrealized -17.9%
WLY John Wiley & Sons Inc Class A 0.7%
Value ($000) $6,923 Shares 120,115 Est. Cost $27.24 Unrealized +44.7%
Laboratory Corp of America 0.7%
Value ($000) $6,863 Shares 69,880 Est. Cost $97.74 Unrealized
Apache Corp 0.7%
Value ($000) $6,682 Shares 80,560 Est. Cost $83.76 Unrealized
Joy Global Inc 0.6%
Value ($000) $5,839 Shares 100,670 Est. Cost $48.68 Unrealized
Varian Medical Sys Inc 0.6%
Value ($000) $5,606 Shares 66,750 Est. Cost $71.87 Unrealized
RGA Reinsurance Group of America 0.5%
Value ($000) $5,424 Shares 68,115 Est. Cost $72.87 Unrealized +4.2%
MSM MSC Industrial Direct Co 0.5%
Value ($000) $5,307 Shares 61,335 Est. Cost $81.55 Unrealized +4.5%
BHP BHP Billiton Ltd 0.5%
Value ($000) $5,295 Shares 78,135 Est. Cost $59.46 Unrealized
PM Philip Morris Intl Inc 0.5%
Value ($000) $5,289 Shares 64,600 Est. Cost $48.01 Unrealized -6.8%
TRV Travelers Cos Inc 0.5%
Value ($000) $5,234 Shares 61,500 Est. Cost $63.69 Unrealized +1.5%
MUR Murphy Oil Corp 0.5%
Value ($000) $5,134 Shares 81,665 Est. Cost $34.57 Unrealized +12.6%
Micros Systems Inc 0.5%
Value ($000) $5,100 Shares 96,350 Est. Cost $45.56 Unrealized
Advance Auto Parts 0.5%
Value ($000) $4,788 Shares 37,850 Est. Cost $111.02 Unrealized
Noble Corp PLC 0.5%
Value ($000) $4,748 Shares 145,035 Est. Cost $37.36 Unrealized
GIS General Mills Inc 0.5%
Value ($000) $4,576 Shares 88,300 Est. Cost $31.98 Unrealized +3.1%
BK Bank of New York Mellon 0.5%
Value ($000) $4,558 Shares 129,153 Est. Cost $21.22 Unrealized +16.7%
MUSA Murphy USA Inc 0.4%
Value ($000) $4,354 Shares 107,253 Est. Cost $40.63 Unrealized -3.2%
Nabors Industries Ltd 0.4%
Value ($000) $4,224 Shares 171,370 Est. Cost $15.31 Unrealized
VALE Vale 0.4%
Value ($000) $4,168 Shares 301,355 Est. Cost $13.18 Unrealized
FE First Energy Corp 0.4%
Value ($000) $4,114 Shares 120,900 Est. Cost $24.53 Unrealized -21.5%
OXY Occidental Petroleum Corp 0.4%
Value ($000) $3,773 Shares 39,600 Est. Cost $58.18 Unrealized +7.4%
Walgreen Co 0.3%
Value ($000) $3,262 Shares 49,400 Est. Cost $44.20 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $3,182 Shares 44,465 Est. Cost $31.55 Unrealized 0.0%
RCI Rogers Communications 0.3%
Value ($000) $2,938 Shares 70,900 Est. Cost $44.45 Unrealized -8.3%
PKX Posco 0.3%
Value ($000) $2,837 Shares 40,870 Est. Cost $77.84 Unrealized
EMR Emerson Elec Co 0.3%
Value ($000) $2,519 Shares 37,717 Est. Cost $46.84 Unrealized +2.0%
Facebook Inc 0.2%
Value ($000) $2,108 Shares 35,000 Est. Cost $24.88 Unrealized
VSEC VSE Corp 0.2%
Value ($000) $1,710 Shares 32,449 Est. Cost $16.33 Unrealized +32.8%
Axia NetMedia Corp 0.2%
Value ($000) $1,697 Shares 734,330 Est. Cost $1.50 Unrealized
Leucadia National Corp 0.2%
Value ($000) $1,636 Shares 58,435 Est. Cost $27.02 Unrealized
EGI Financial Holdings Inc 0.2%
Value ($000) $1,612 Shares 134,300 Est. Cost $12.51 Unrealized
Ambassadors Group Inc 0.2%
Value ($000) $1,606 Shares 405,531 Est. Cost $3.97 Unrealized
Straight Path Communications 0.2%
Value ($000) $1,605 Shares 218,134 Est. Cost $8.01 Unrealized
DIT Amcon Distributing Co 0.2%
Value ($000) $1,578 Shares 18,436 Est. Cost $62.71 Unrealized +12.6%
IDT IDT Corp 0.2%
Value ($000) $1,559 Shares 93,610 Est. Cost $11.54 Unrealized +5.3%
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $1,539 Shares 520,920 Est. Cost $3.45 Unrealized -0.5%
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,425 Shares 164,413 Est. Cost $10.27 Unrealized -1.2%
HomeServe 0.1%
Value ($000) $1,298 Shares 247,250 Est. Cost $4.42 Unrealized
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,265 Shares 31,855 Est. Cost $29.26 Unrealized +20.5%
Creston PLC 0.1%
Value ($000) $922 Shares 539,350 Est. Cost $1.71 Unrealized
Span-America Medical Systems Inc. 0.1%
Value ($000) $910 Shares 39,695 Est. Cost $22.12 Unrealized
Hess Corp 0.1%
Value ($000) $651 Shares 7,860 Est. Cost $66.49 Unrealized
Agrium Inc 0.0%
Value ($000) $380 Shares 3,900 Est. Cost $93.69 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $298 Shares 13,882 Est. Cost $13.91 Unrealized -3.4%
IVZ Invesco LTD 0.0%
Value ($000) $266 Shares 7,187 Est. Cost $18.88 Unrealized +10.5%
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized