Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 15, 2014

Total Value ($000): $1,024,780 (100.0% shares, 0.0% debt)

Holdings (111)

CSCO Cisco Systems Inc 2.5%
Value ($000) $25,639 Shares 1,031,767 Est. Cost $15.23 Unrealized +9.3%
MSFT Microsoft Corp 2.4%
Value ($000) $24,842 Shares 595,735 Est. Cost $26.70 Unrealized +27.2%
INTC Intel Corp 2.4%
Value ($000) $24,709 Shares 799,635 Est. Cost $17.31 Unrealized +19.5%
JNJ Johnson And Johnson 2.4%
Value ($000) $24,120 Shares 230,544 Est. Cost $60.21 Unrealized +21.5%
BB&T Corporation 2.2%
Value ($000) $22,667 Shares 574,875 Est. Cost $35.30 Unrealized
AFL Aflac Inc 2.1%
Value ($000) $22,022 Shares 353,760 Est. Cost $20.68 Unrealized +14.5%
KSS Kohls Corp 2.0%
Value ($000) $20,319 Shares 385,700 Est. Cost $49.58 Unrealized +9.3%
PFE Pfizer Inc 1.8%
Value ($000) $18,718 Shares 630,654 Est. Cost $16.62 Unrealized +5.6%
Royal Dutch Shell 1.8%
Value ($000) $18,385 Shares 223,205 Est. Cost $64.27 Unrealized
MRK Merck & Company, Inc 1.7%
Value ($000) $17,679 Shares 305,600 Est. Cost $30.26 Unrealized +25.5%
Ensco PLC SHS CL A 1.7%
Value ($000) $17,589 Shares 316,525 Est. Cost $57.93 Unrealized
LLY Eli Lilly & Co 1.7%
Value ($000) $17,140 Shares 275,700 Est. Cost $41.71 Unrealized +15.1%
WFC Wells Fargo & Co New Del 1.6%
Value ($000) $16,519 Shares 314,295 Est. Cost $27.88 Unrealized +30.2%
CA INC 1.6%
Value ($000) $16,411 Shares 571,000 Est. Cost $28.64 Unrealized
VZ Verizon Communicatns Com 1.6%
Value ($000) $16,355 Shares 334,245 Est. Cost $26.70 Unrealized +0.4%
MCD Mcdonalds Corp Com 1.6%
Value ($000) $16,243 Shares 161,238 Est. Cost $71.38 Unrealized +4.8%
WM Waste Management Inc New 1.6%
Value ($000) $16,139 Shares 360,800 Est. Cost $31.54 Unrealized +8.8%
Ace Limited 1.6%
Value ($000) $16,063 Shares 154,900 Est. Cost $100.52 Unrealized
General Electric 1.6%
Value ($000) $16,036 Shares 610,200 Est. Cost $23.61 Unrealized
Glaxosmithkline PLC 1.6%
Value ($000) $15,943 Shares 298,110 Est. Cost $50.60 Unrealized
PAYX Paychex Inc 1.6%
Value ($000) $15,903 Shares 382,650 Est. Cost $29.18 Unrealized -1.4%
Maxim Integrated Prods 1.5%
Value ($000) $15,840 Shares 468,500 Est. Cost $27.83 Unrealized
BAX Baxter International Inc 1.5%
Value ($000) $15,704 Shares 217,200 Est. Cost $30.18 Unrealized +8.4%
JPM JP Morgan Chase & Co 1.5%
Value ($000) $15,557 Shares 270,000 Est. Cost $37.41 Unrealized +10.1%
CVX Chevron Corp 1.5%
Value ($000) $15,529 Shares 118,950 Est. Cost $71.45 Unrealized +6.3%
BP Bp Plc Spon Adr 1.5%
Value ($000) $15,513 Shares 294,080 Est. Cost $42.65 Unrealized
TGT Target Corp Com 1.5%
Value ($000) $15,258 Shares 263,300 Est. Cost $45.81 Unrealized -9.1%
UPS United Parcel Service 1.5%
Value ($000) $15,050 Shares 146,600 Est. Cost $62.76 Unrealized +6.1%
Cracker Barrel 1.4%
Value ($000) $14,408 Shares 144,700 Est. Cost $99.99 Unrealized
ABBNY ABB LTD 1.4%
Value ($000) $14,348 Shares 623,300 Est. Cost $22.52 Unrealized
NUE Nucor Corporation 1.4%
Value ($000) $13,943 Shares 283,100 Est. Cost $32.57 Unrealized +18.6%
CAT Caterpillar Inc Del 1.3%
Value ($000) $13,616 Shares 125,300 Est. Cost $62.63 Unrealized +24.6%
E.I. du Pont de Nemours and Company 1.3%
Value ($000) $13,520 Shares 206,600 Est. Cost $52.50 Unrealized
Kraft Foods Group Inc 1.3%
Value ($000) $13,507 Shares 225,300 Est. Cost $56.16 Unrealized
DRI Darden Restaurants Inc 1.3%
Value ($000) $13,222 Shares 285,750 Est. Cost $31.42 Unrealized -0.2%
SYY Sysco Corporation 1.3%
Value ($000) $13,128 Shares 350,560 Est. Cost $24.40 Unrealized +10.3%
Kellogg 1.2%
Value ($000) $12,450 Shares 189,500 Est. Cost $39.25 Unrealized +6.4%
AEP American Electric Power Co 1.2%
Value ($000) $12,142 Shares 217,720 Est. Cost $30.44 Unrealized +14.6%
COP Conocophillips 1.1%
Value ($000) $11,565 Shares 134,900 Est. Cost $39.96 Unrealized +33.5%
T AT&T Corp 1.1%
Value ($000) $11,227 Shares 317,500 Est. Cost $11.39 Unrealized +3.4%
MAT Mattel, Inc. 1.1%
Value ($000) $11,192 Shares 287,200 Est. Cost $42.93 Unrealized -9.6%
KMB Kimberly Clark Corp 1.1%
Value ($000) $11,022 Shares 99,100 Est. Cost $63.21 Unrealized +13.5%
PPL PPL Corp 1.1%
Value ($000) $10,826 Shares 304,700 Est. Cost $16.36 Unrealized +14.5%
KO Coca Cola Company 1.0%
Value ($000) $10,421 Shares 246,020 Est. Cost $27.80 Unrealized +1.1%
SO Southern Company 1.0%
Value ($000) $10,328 Shares 227,600 Est. Cost $26.55 Unrealized +1.6%
Staples Inc 1.0%
Value ($000) $10,170 Shares 938,200 Est. Cost $15.87 Unrealized
DUK Duke Energy Corp New 0.9%
Value ($000) $9,313 Shares 125,533 Est. Cost $41.89 Unrealized +6.2%
Micros Systems Inc 0.9%
Value ($000) $9,210 Shares 135,645 Est. Cost $52.03 Unrealized
PM Philip Morris Intl Inc 0.9%
Value ($000) $9,013 Shares 106,900 Est. Cost $48.10 Unrealized +0.3%
Torchmark Corp 0.8%
Value ($000) $8,579 Shares 104,730 Est. Cost $65.36 Unrealized
Linear Technology Corp 0.8%
Value ($000) $7,992 Shares 169,800 Est. Cost $46.67 Unrealized
Diamond Offshore Drilling Inc 0.8%
Value ($000) $7,896 Shares 159,100 Est. Cost $67.03 Unrealized
MOS Mosaic Company 0.8%
Value ($000) $7,829 Shares 158,315 Est. Cost $44.96 Unrealized -13.3%
BHP BHP Billiton Ltd 0.8%
Value ($000) $7,797 Shares 113,915 Est. Cost $62.28 Unrealized
IFF International Flavors & Fragrances 0.8%
Value ($000) $7,780 Shares 74,605 Est. Cost $58.56 Unrealized +27.7%
DLB Dolby Laboratories Inc CL A 0.8%
Value ($000) $7,723 Shares 178,765 Est. Cost $29.22 Unrealized +23.3%
Medtronic Inc 0.8%
Value ($000) $7,700 Shares 120,759 Est. Cost $51.67 Unrealized
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $7,695 Shares 102,500 Est. Cost $20.00 Unrealized +2.7%
DOX Amdocs Ltd 0.7%
Value ($000) $7,644 Shares 165,000 Est. Cost $28.67 Unrealized +33.3%
WLY John Wiley & Sons Inc Class A 0.7%
Value ($000) $7,528 Shares 124,250 Est. Cost $27.68 Unrealized +46.2%
Laboratory Corp of America 0.7%
Value ($000) $7,449 Shares 72,745 Est. Cost $97.92 Unrealized
GIS General Mills Inc 0.7%
Value ($000) $7,392 Shares 140,700 Est. Cost $33.39 Unrealized +7.1%
STT State Street Corp 0.7%
Value ($000) $7,155 Shares 106,380 Est. Cost $44.73 Unrealized +7.1%
Vodafone Group 0.7%
Value ($000) $6,790 Shares 203,344 Est. Cost $28.74 Unrealized
TXN Texas Instruments Inc 0.7%
Value ($000) $6,695 Shares 140,100 Est. Cost $25.31 Unrealized +34.4%
MUSA Murphy USA Inc 0.6%
Value ($000) $6,653 Shares 136,083 Est. Cost $41.57 Unrealized +8.4%
Joy Global Inc 0.6%
Value ($000) $6,426 Shares 104,355 Est. Cost $49.14 Unrealized
PEP Pepsico Inc 0.6%
Value ($000) $6,425 Shares 71,920 Est. Cost $56.37 Unrealized +8.1%
Civeo Corp 0.6%
Value ($000) $6,422 Shares 256,572 Est. Cost $25.03 Unrealized
MSM MSC Industrial Direct Co 0.6%
Value ($000) $6,064 Shares 63,405 Est. Cost $81.86 Unrealized +11.0%
Total SA 0.6%
Value ($000) $6,003 Shares 83,150 Est. Cost $48.70 Unrealized
EMR Emerson Elec Co 0.6%
Value ($000) $5,787 Shares 87,200 Est. Cost $48.14 Unrealized +2.1%
Varian Medical Sys Inc 0.6%
Value ($000) $5,702 Shares 68,585 Est. Cost $72.17 Unrealized
MUR Murphy Oil Corp 0.5%
Value ($000) $5,586 Shares 84,030 Est. Cost $34.75 Unrealized +17.4%
RGA Reinsurance Group of America 0.5%
Value ($000) $5,540 Shares 70,215 Est. Cost $73.02 Unrealized +6.7%
CAG Conagra Foods 0.5%
Value ($000) $5,476 Shares 184,500 Est. Cost $16.30 Unrealized 0.0%
Advance Auto Parts 0.5%
Value ($000) $5,270 Shares 39,060 Est. Cost $111.76 Unrealized
BK Bank of New York Mellon 0.5%
Value ($000) $5,034 Shares 134,323 Est. Cost $21.41 Unrealized +21.8%
Noble Corp PLC 0.5%
Value ($000) $4,958 Shares 147,730 Est. Cost $37.29 Unrealized
Spectra Energy Corp 0.4%
Value ($000) $4,432 Shares 104,320 Est. Cost $34.46 Unrealized
VALE Vale 0.4%
Value ($000) $4,068 Shares 307,520 Est. Cost $13.18 Unrealized
OXY Occidental Petroleum Corp 0.4%
Value ($000) $4,064 Shares 39,600 Est. Cost $58.18 Unrealized +13.8%
Apache Corp 0.4%
Value ($000) $3,964 Shares 39,395 Est. Cost $83.76 Unrealized
ETN Eaton Corp 0.4%
Value ($000) $3,890 Shares 50,400 Est. Cost $56.27 Unrealized 0.0%
FE First Energy Corp 0.4%
Value ($000) $3,850 Shares 110,900 Est. Cost $24.53 Unrealized -15.5%
DG Dollar General Corp 0.4%
Value ($000) $3,604 Shares 62,830 Est. Cost $49.73 Unrealized 0.0%
PKX Posco 0.3%
Value ($000) $3,150 Shares 42,315 Est. Cost $77.72 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $3,052 Shares 46,150 Est. Cost $31.51 Unrealized -2.9%
RCI Rogers Communications 0.3%
Value ($000) $2,945 Shares 73,165 Est. Cost $44.33 Unrealized -8.7%
Facebook Inc 0.2%
Value ($000) $2,355 Shares 35,000 Est. Cost $24.88 Unrealized
Axia NetMedia Corp 0.2%
Value ($000) $1,974 Shares 740,500 Est. Cost $1.50 Unrealized
Ambassadors Group Inc 0.2%
Value ($000) $1,953 Shares 423,743 Est. Cost $4.00 Unrealized
TRV Travelers Cos Inc 0.2%
Value ($000) $1,881 Shares 20,000 Est. Cost $63.69 Unrealized +10.7%
Straight Path Communications 0.2%
Value ($000) $1,792 Shares 175,695 Est. Cost $8.01 Unrealized
IDT IDT Corp 0.2%
Value ($000) $1,774 Shares 101,865 Est. Cost $11.54 Unrealized +0.6%
DIT Amcon Distributing Co 0.2%
Value ($000) $1,704 Shares 20,846 Est. Cost $63.17 Unrealized +5.6%
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $1,684 Shares 569,310 Est. Cost $3.42 Unrealized -8.4%
Leucadia National Corp 0.2%
Value ($000) $1,675 Shares 63,875 Est. Cost $26.96 Unrealized
EGI Financial Holdings Inc 0.2%
Value ($000) $1,674 Shares 135,560 Est. Cost $12.51 Unrealized
Creston PLC 0.1%
Value ($000) $1,516 Shares 832,405 Est. Cost $1.75 Unrealized
HomeServe 0.1%
Value ($000) $1,373 Shares 249,450 Est. Cost $4.42 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,283 Shares 136,758 Est. Cost $10.27 Unrealized -17.1%
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,238 Shares 32,165 Est. Cost $29.26 Unrealized +25.7%
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,147 Shares 54,048 Est. Cost $21.88 Unrealized
AJMPF Ashmore Group PLC 0.1%
Value ($000) $1,012 Shares 159,885 Est. Cost $3.13 Unrealized 0.0%
VSEC VSE Corp 0.1%
Value ($000) $846 Shares 12,029 Est. Cost $16.33 Unrealized +74.0%
Nicholas Financial Inc 0.0%
Value ($000) $506 Shares 35,210 Est. Cost $14.37 Unrealized
Agrium Inc 0.0%
Value ($000) $357 Shares 3,900 Est. Cost $93.69 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $293 Shares 13,882 Est. Cost $13.91 Unrealized -3.7%
IVZ Invesco LTD 0.0%
Value ($000) $271 Shares 7,187 Est. Cost $18.88 Unrealized +16.2%
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized