Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $950,721 (100.0% shares, 0.0% debt)

Holdings (120)

JNJ Johnson And Johnson 2.6%
Value ($000) $24,913 Shares 233,724 Est. Cost $60.42 Unrealized +25.1%
CSCO Cisco Systems Inc 2.5%
Value ($000) $24,075 Shares 956,512 Est. Cost $15.23 Unrealized +16.2%
KSS Kohls Corp 2.4%
Value ($000) $22,863 Shares 374,615 Est. Cost $49.58 Unrealized +14.1%
BB&T Corporation 2.3%
Value ($000) $22,101 Shares 593,965 Est. Cost $35.36 Unrealized
AFL Aflac Inc 2.2%
Value ($000) $20,840 Shares 357,760 Est. Cost $20.71 Unrealized +12.2%
PFE Pfizer Inc 1.9%
Value ($000) $18,530 Shares 626,643 Est. Cost $16.62 Unrealized +5.0%
MRK Merck & Company, Inc 1.9%
Value ($000) $18,489 Shares 311,900 Est. Cost $30.44 Unrealized +29.3%
MSFT Microsoft Corp 1.9%
Value ($000) $18,011 Shares 388,497 Est. Cost $26.70 Unrealized +41.0%
PAYX Paychex Inc 1.8%
Value ($000) $17,258 Shares 390,450 Est. Cost $29.19 Unrealized +1.9%
WM Waste Management Inc New 1.8%
Value ($000) $16,939 Shares 356,395 Est. Cost $31.54 Unrealized +15.5%
LLY Eli Lilly & Co 1.8%
Value ($000) $16,790 Shares 258,900 Est. Cost $41.71 Unrealized +23.2%
TGT Target Corp Com 1.8%
Value ($000) $16,723 Shares 266,800 Est. Cost $45.78 Unrealized -5.6%
VZ Verizon Communications Com 1.8%
Value ($000) $16,709 Shares 334,245 Est. Cost $26.70 Unrealized +4.1%
Ace Limited 1.7%
Value ($000) $16,244 Shares 154,900 Est. Cost $100.52 Unrealized
JPM JP Morgan Chase & Co 1.7%
Value ($000) $16,084 Shares 267,000 Est. Cost $37.41 Unrealized +15.3%
CA INC 1.7%
Value ($000) $16,060 Shares 574,800 Est. Cost $28.64 Unrealized
MCD Mcdonalds Corp Com 1.7%
Value ($000) $15,765 Shares 166,283 Est. Cost $71.38 Unrealized -0.2%
Maxim Integrated Prods 1.6%
Value ($000) $15,607 Shares 516,100 Est. Cost $28.05 Unrealized
BAX Baxter International Inc 1.6%
Value ($000) $15,588 Shares 217,200 Est. Cost $30.18 Unrealized +10.8%
Glaxosmithkline PLC 1.6%
Value ($000) $15,373 Shares 334,410 Est. Cost $50.10 Unrealized
E.I. du Pont de Nemours and Company 1.5%
Value ($000) $14,718 Shares 205,100 Est. Cost $52.50 Unrealized
CAT Caterpillar Inc Del 1.5%
Value ($000) $14,504 Shares 146,465 Est. Cost $65.04 Unrealized +21.9%
Cracker Barrel 1.5%
Value ($000) $14,447 Shares 140,000 Est. Cost $99.99 Unrealized
ABBNY ABB LTD 1.5%
Value ($000) $13,892 Shares 619,900 Est. Cost $22.52 Unrealized
DRI Darden Restaurants Inc 1.5%
Value ($000) $13,871 Shares 269,550 Est. Cost $31.42 Unrealized -3.6%
UPS United Parcel Service 1.4%
Value ($000) $13,751 Shares 139,900 Est. Cost $62.76 Unrealized +5.7%
Ensco PLC SHS CL A 1.4%
Value ($000) $13,160 Shares 318,570 Est. Cost $57.93 Unrealized
SYY Sysco Corporation 1.4%
Value ($000) $13,106 Shares 345,360 Est. Cost $24.40 Unrealized +13.0%
INTC Intel Corp 1.3%
Value ($000) $12,365 Shares 355,110 Est. Cost $17.31 Unrealized +48.7%
BP Bp Plc Spon Adr 1.3%
Value ($000) $12,226 Shares 278,180 Est. Cost $42.65 Unrealized
Kellogg 1.2%
Value ($000) $11,673 Shares 189,500 Est. Cost $39.25 Unrealized +3.2%
T AT&T Corp 1.2%
Value ($000) $11,590 Shares 328,900 Est. Cost $11.41 Unrealized +4.3%
CVX Chevron Corp 1.2%
Value ($000) $11,473 Shares 96,150 Est. Cost $71.45 Unrealized +9.9%
AEP American Electric Power Co 1.2%
Value ($000) $11,367 Shares 217,720 Est. Cost $30.44 Unrealized +16.0%
Staples Inc 1.2%
Value ($000) $11,352 Shares 938,200 Est. Cost $15.87 Unrealized
TXN Texas Instruments Inc 1.1%
Value ($000) $10,601 Shares 222,300 Est. Cost $28.94 Unrealized +21.4%
KMB Kimberly Clark Corp 1.1%
Value ($000) $10,596 Shares 98,500 Est. Cost $63.21 Unrealized +12.1%
KO Coca Cola Company 1.1%
Value ($000) $10,495 Shares 246,020 Est. Cost $27.80 Unrealized +3.8%
Royal Dutch Shell 1.1%
Value ($000) $10,303 Shares 135,335 Est. Cost $64.27 Unrealized
Kraft Foods Group Inc 1.1%
Value ($000) $10,067 Shares 178,499 Est. Cost $56.16 Unrealized
PPL PPL Corp 1.1%
Value ($000) $10,006 Shares 304,700 Est. Cost $16.36 Unrealized +14.8%
SO Southern Company 1.0%
Value ($000) $9,935 Shares 227,600 Est. Cost $26.55 Unrealized +2.1%
COP Conocophillips 1.0%
Value ($000) $9,932 Shares 129,800 Est. Cost $39.96 Unrealized +41.9%
MAT Mattel, Inc. 1.0%
Value ($000) $9,167 Shares 299,100 Est. Cost $42.63 Unrealized -17.0%
PM Philip Morris Intl Inc 0.9%
Value ($000) $8,940 Shares 107,200 Est. Cost $48.10 Unrealized -0.4%
DUK Duke Energy Corp New 0.9%
Value ($000) $8,878 Shares 118,733 Est. Cost $41.89 Unrealized +9.0%
Torchmark Corp 0.9%
Value ($000) $8,473 Shares 161,789 Est. Cost $60.78 Unrealized
STT State Street Corp 0.8%
Value ($000) $8,064 Shares 109,555 Est. Cost $44.94 Unrealized +15.8%
EMR Emerson Elec Co 0.8%
Value ($000) $8,042 Shares 128,500 Est. Cost $48.02 Unrealized -0.5%
Linear Technology Corp 0.8%
Value ($000) $8,017 Shares 180,600 Est. Cost $46.54 Unrealized
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $7,838 Shares 102,500 Est. Cost $20.00 Unrealized +1.6%
DOX Amdocs Ltd 0.8%
Value ($000) $7,773 Shares 169,430 Est. Cost $28.92 Unrealized +31.8%
DLB Dolby Laboratories Inc CL A 0.8%
Value ($000) $7,722 Shares 184,790 Est. Cost $29.51 Unrealized +29.5%
Medtronic Inc 0.8%
Value ($000) $7,688 Shares 124,099 Est. Cost $51.95 Unrealized
WFC Wells Fargo & Co New Del 0.8%
Value ($000) $7,635 Shares 147,195 Est. Cost $27.88 Unrealized +34.2%
Laboratory Corp of America 0.8%
Value ($000) $7,584 Shares 74,540 Est. Cost $98.01 Unrealized
CAG Conagra Foods 0.8%
Value ($000) $7,561 Shares 228,840 Est. Cost $16.38 Unrealized +2.2%
MOS Mosaic Company 0.8%
Value ($000) $7,384 Shares 166,260 Est. Cost $44.60 Unrealized -16.1%
IFF International Flavors & Fragrances 0.8%
Value ($000) $7,363 Shares 76,795 Est. Cost $59.09 Unrealized +30.6%
MUSA Murphy USA Inc 0.8%
Value ($000) $7,355 Shares 138,614 Est. Cost $41.73 Unrealized +20.5%
Vodafone Group 0.8%
Value ($000) $7,148 Shares 217,343 Est. Cost $29.01 Unrealized
WLY John Wiley & Sons Inc Class A 0.8%
Value ($000) $7,143 Shares 127,310 Est. Cost $28.04 Unrealized +52.0%
BHP BHP Billiton Ltd 0.8%
Value ($000) $7,133 Shares 121,140 Est. Cost $62.08 Unrealized
GIS General Mills Inc 0.7%
Value ($000) $7,098 Shares 140,700 Est. Cost $33.39 Unrealized +6.2%
ROST Ross Stores Inc 0.6%
Value ($000) $5,915 Shares 78,255 Est. Cost $31.36 Unrealized -0.7%
Joy Global Inc 0.6%
Value ($000) $5,813 Shares 106,590 Est. Cost $49.25 Unrealized
RGA Reinsurance Group of America 0.6%
Value ($000) $5,796 Shares 72,335 Est. Cost $73.27 Unrealized +11.1%
Varian Medical Sys Inc 0.6%
Value ($000) $5,655 Shares 70,585 Est. Cost $72.40 Unrealized
RCI Rogers Communications 0.6%
Value ($000) $5,635 Shares 150,580 Est. Cost $41.92 Unrealized -5.4%
MSM MSC Industrial Direct Co 0.6%
Value ($000) $5,527 Shares 64,670 Est. Cost $82.00 Unrealized +8.7%
Advance Auto Parts 0.5%
Value ($000) $5,198 Shares 39,890 Est. Cost $112.14 Unrealized
GPC Genuine Parts Co 0.5%
Value ($000) $4,929 Shares 56,200 Est. Cost $62.60 Unrealized 0.0%
MUR Murphy Oil Corp 0.5%
Value ($000) $4,909 Shares 86,260 Est. Cost $34.90 Unrealized +16.0%
XOM Exxon Mobil Corp 0.4%
Value ($000) $4,195 Shares 44,600 Est. Cost $61.50 Unrealized 0.0%
General Electric 0.4%
Value ($000) $4,076 Shares 159,100 Est. Cost $23.61 Unrealized
DG Dollar General Corp 0.4%
Value ($000) $3,977 Shares 65,075 Est. Cost $49.81 Unrealized +4.5%
RYAM Rayonier Advanced Materials 0.4%
Value ($000) $3,920 Shares 119,100 Est. Cost $35.09 Unrealized 0.0%
PEP Pepsico Inc 0.4%
Value ($000) $3,915 Shares 42,060 Est. Cost $56.37 Unrealized +15.1%
OXY Occidental Petroleum Corp 0.4%
Value ($000) $3,808 Shares 39,600 Est. Cost $58.18 Unrealized +16.9%
FE First Energy Corp 0.4%
Value ($000) $3,723 Shares 110,900 Est. Cost $24.53 Unrealized -16.0%
CHUBB CORP 0.4%
Value ($000) $3,640 Shares 39,960 Est. Cost $91.09 Unrealized
Noble Corp PLC 0.4%
Value ($000) $3,576 Shares 160,915 Est. Cost $36.05 Unrealized
TRV Travelers Cos Inc 0.4%
Value ($000) $3,466 Shares 36,900 Est. Cost $67.72 Unrealized +7.1%
VALE Vale 0.4%
Value ($000) $3,452 Shares 313,570 Est. Cost $13.14 Unrealized
PKX Posco 0.3%
Value ($000) $3,298 Shares 43,455 Est. Cost $77.68 Unrealized
NUE Nucor Corporation 0.3%
Value ($000) $3,278 Shares 60,400 Est. Cost $32.57 Unrealized +22.9%
ETN Eaton Corp 0.3%
Value ($000) $3,199 Shares 50,400 Est. Cost $56.27 Unrealized -3.8%
Civeo Corp 0.3%
Value ($000) $3,066 Shares 264,107 Est. Cost $24.65 Unrealized
Apache Corp 0.3%
Value ($000) $3,043 Shares 32,420 Est. Cost $83.76 Unrealized
BK Bank of New York Mellon 0.3%
Value ($000) $2,824 Shares 72,910 Est. Cost $21.41 Unrealized +37.4%
Total SA 0.2%
Value ($000) $2,278 Shares 35,350 Est. Cost $48.70 Unrealized
DIT Amcon Distributing Co 0.2%
Value ($000) $1,873 Shares 22,101 Est. Cost $63.43 Unrealized +6.6%
Axia NetMedia Corp 0.2%
Value ($000) $1,812 Shares 775,960 Est. Cost $1.54 Unrealized
Facebook Inc 0.2%
Value ($000) $1,739 Shares 22,000 Est. Cost $24.88 Unrealized
IDT IDT Corp 0.2%
Value ($000) $1,732 Shares 107,850 Est. Cost $11.53 Unrealized -1.4%
EGI Financial Holdings Inc 0.2%
Value ($000) $1,700 Shares 148,405 Est. Cost $12.42 Unrealized
Leucadia National Corp 0.2%
Value ($000) $1,678 Shares 70,375 Est. Cost $26.67 Unrealized
Ambassadors Group Inc 0.2%
Value ($000) $1,662 Shares 449,093 Est. Cost $3.98 Unrealized
Creston PLC 0.2%
Value ($000) $1,643 Shares 887,245 Est. Cost $1.76 Unrealized
Raytheon Co 0.2%
Value ($000) $1,575 Shares 15,500 Est. Cost $101.61 Unrealized
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $1,570 Shares 602,755 Est. Cost $3.39 Unrealized -16.3%
Harris Corporation 0.2%
Value ($000) $1,487 Shares 22,400 Est. Cost $66.38 Unrealized
CNRD Conrad Industries Inc 0.2%
Value ($000) $1,438 Shares 37,850 Est. Cost $30.09 Unrealized +15.5%
HomeServe 0.1%
Value ($000) $1,376 Shares 265,415 Est. Cost $4.46 Unrealized
Nicholas Financial Inc 0.1%
Value ($000) $1,355 Shares 116,920 Est. Cost $12.43 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,340 Shares 174,678 Est. Cost $9.94 Unrealized -12.3%
Agrium Inc 0.1%
Value ($000) $1,291 Shares 14,500 Est. Cost $90.29 Unrealized
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,234 Shares 63,468 Est. Cost $21.52 Unrealized
Straight Path Communications 0.1%
Value ($000) $1,061 Shares 67,385 Est. Cost $8.01 Unrealized
Countrywide PLC 0.1%
Value ($000) $1,043 Shares 142,560 Est. Cost $7.32 Unrealized
AJMPF Ashmore Group PLC 0.1%
Value ($000) $1,038 Shares 207,790 Est. Cost $3.12 Unrealized -1.0%
ACN Accenture PLC 0.1%
Value ($000) $992 Shares 12,200 Est. Cost $66.12 Unrealized 0.0%
MMM 3m Company 0.1%
Value ($000) $893 Shares 6,300 Est. Cost $83.50 Unrealized 0.0%
PG Procter & Gamble Co 0.1%
Value ($000) $645 Shares 7,700 Est. Cost $59.73 Unrealized 0.0%
USB Us Bancorp (new) 0.1%
Value ($000) $573 Shares 13,700 Est. Cost $28.42 Unrealized 0.0%
Diamond Offshore Drilling Inc 0.1%
Value ($000) $504 Shares 14,700 Est. Cost $67.03 Unrealized
Dean Foods Company 0.0%
Value ($000) $419 Shares 31,590 Est. Cost $13.26 Unrealized
IVZ Invesco LTD 0.0%
Value ($000) $284 Shares 7,187 Est. Cost $18.88 Unrealized +27.1%
FLO Flowers Foods Inc Com 0.0%
Value ($000) $255 Shares 13,881 Est. Cost $13.91 Unrealized -8.5%
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized