Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 14, 2015

Total Value ($000): $1,079,270 (100.0% shares, 0.0% debt)

Holdings (124)

KSS Kohls Corp 2.7%
Value ($000) $28,993 Shares 370,520 Est. Cost $49.58 Unrealized +37.3%
CSCO Cisco Systems Inc 2.4%
Value ($000) $25,624 Shares 930,952 Est. Cost $15.27 Unrealized +31.7%
PFE Pfizer Inc 2.3%
Value ($000) $25,044 Shares 719,853 Est. Cost $17.06 Unrealized +17.8%
JNJ Johnson And Johnson 2.3%
Value ($000) $24,859 Shares 247,104 Est. Cost $61.30 Unrealized +22.5%
AFL Aflac Inc 2.2%
Value ($000) $23,452 Shares 366,385 Est. Cost $20.75 Unrealized +13.7%
BB&T Corporation 2.1%
Value ($000) $22,894 Shares 587,175 Est. Cost $35.43 Unrealized
MSFT Microsoft Corp 2.1%
Value ($000) $22,800 Shares 560,822 Est. Cost $30.56 Unrealized +21.9%
INTC Intel Corp 1.8%
Value ($000) $19,812 Shares 633,575 Est. Cost $21.35 Unrealized +21.8%
WM Waste Management Inc New 1.7%
Value ($000) $18,427 Shares 339,795 Est. Cost $31.54 Unrealized +36.3%
CA INC 1.6%
Value ($000) $17,759 Shares 544,600 Est. Cost $28.64 Unrealized
LLY Eli Lilly & Co 1.6%
Value ($000) $17,756 Shares 244,400 Est. Cost $41.71 Unrealized +40.6%
Maxim Integrated Prods 1.6%
Value ($000) $17,548 Shares 504,100 Est. Cost $28.05 Unrealized
General Electric 1.6%
Value ($000) $17,042 Shares 686,900 Est. Cost $24.74 Unrealized
MRK Merck & Company, Inc 1.5%
Value ($000) $16,083 Shares 279,800 Est. Cost $30.44 Unrealized +32.4%
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $15,493 Shares 284,795 Est. Cost $33.27 Unrealized +19.8%
XOM Exxon Mobil Corp 1.4%
Value ($000) $14,807 Shares 174,200 Est. Cost $58.62 Unrealized -5.2%
E.I. du Pont de Nemours and Company 1.3%
Value ($000) $14,551 Shares 203,600 Est. Cost $52.50 Unrealized
Glaxosmithkline PLC 1.3%
Value ($000) $14,353 Shares 311,010 Est. Cost $49.56 Unrealized
CAT Caterpillar Inc Del 1.3%
Value ($000) $14,201 Shares 177,440 Est. Cost $65.36 Unrealized -3.4%
VZ Verizon Communications Com 1.3%
Value ($000) $14,163 Shares 291,245 Est. Cost $26.72 Unrealized +3.4%
PAYX Paychex Inc 1.3%
Value ($000) $14,093 Shares 284,050 Est. Cost $29.47 Unrealized +18.6%
Royal Dutch Shell 1.3%
Value ($000) $13,761 Shares 230,695 Est. Cost $64.77 Unrealized
CBRL Cracker Barrel 1.3%
Value ($000) $13,510 Shares 88,800 Est. Cost $73.92 Unrealized +18.3%
TGT Target Corp Com 1.2%
Value ($000) $12,844 Shares 156,500 Est. Cost $45.78 Unrealized +22.3%
JPM JP Morgan Chase & Co 1.2%
Value ($000) $12,831 Shares 211,800 Est. Cost $39.21 Unrealized +12.9%
T AT&T Corp 1.2%
Value ($000) $12,616 Shares 386,400 Est. Cost $11.47 Unrealized +2.8%
AEP American Electric Power Co 1.2%
Value ($000) $12,489 Shares 222,020 Est. Cost $30.64 Unrealized +31.7%
MCD Mcdonalds Corp Com 1.1%
Value ($000) $11,837 Shares 121,483 Est. Cost $71.38 Unrealized +1.1%
CVX Chevron Corp 1.1%
Value ($000) $11,774 Shares 112,150 Est. Cost $71.23 Unrealized -6.1%
PEP Pepsico Inc 1.0%
Value ($000) $11,235 Shares 117,500 Est. Cost $64.40 Unrealized +8.2%
SYY Sysco Corporation 1.0%
Value ($000) $11,065 Shares 293,260 Est. Cost $24.99 Unrealized +18.2%
KO Coca Cola Company 1.0%
Value ($000) $10,811 Shares 266,620 Est. Cost $27.96 Unrealized +5.9%
Ace Limited 1.0%
Value ($000) $10,725 Shares 96,200 Est. Cost $100.52 Unrealized
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $10,676 Shares 129,800 Est. Cost $20.47 Unrealized +12.5%
BP Bp Plc Spon Adr 1.0%
Value ($000) $10,621 Shares 271,580 Est. Cost $42.65 Unrealized
ABBNY ABB LTD 1.0%
Value ($000) $10,581 Shares 499,800 Est. Cost $22.52 Unrealized
IBM Intl Business Machines Corp Ibm 1.0%
Value ($000) $10,416 Shares 64,900 Est. Cost $97.95 Unrealized -1.5%
KMB Kimberly Clark Corp 1.0%
Value ($000) $10,390 Shares 97,000 Est. Cost $63.21 Unrealized +20.7%
PPL PPL Corp 1.0%
Value ($000) $10,387 Shares 308,600 Est. Cost $16.43 Unrealized +20.0%
DRI Darden Restaurants Inc 1.0%
Value ($000) $10,266 Shares 148,050 Est. Cost $31.42 Unrealized +30.4%
UPS United Parcel Service 0.9%
Value ($000) $10,227 Shares 105,500 Est. Cost $62.76 Unrealized +10.6%
Kellogg 0.9%
Value ($000) $9,675 Shares 146,700 Est. Cost $39.31 Unrealized +6.1%
TXN Texas Instruments Inc 0.9%
Value ($000) $9,498 Shares 166,100 Est. Cost $28.94 Unrealized +44.2%
BAX Baxter International Inc 0.9%
Value ($000) $9,473 Shares 138,300 Est. Cost $30.23 Unrealized +4.7%
DOX Amdocs Ltd 0.9%
Value ($000) $9,458 Shares 173,865 Est. Cost $29.12 Unrealized +42.0%
COP Conocophillips 0.9%
Value ($000) $9,445 Shares 151,700 Est. Cost $41.45 Unrealized +9.9%
NUE Nucor Corporation 0.9%
Value ($000) $9,335 Shares 196,400 Est. Cost $37.44 Unrealized -4.0%
IFF International Flavors & Fragrances 0.9%
Value ($000) $9,201 Shares 78,370 Est. Cost $59.43 Unrealized +46.4%
Torchmark Corp 0.8%
Value ($000) $9,048 Shares 164,750 Est. Cost $60.69 Unrealized
PM Philip Morris Intl Inc 0.8%
Value ($000) $8,994 Shares 119,400 Est. Cost $48.00 Unrealized -1.9%
GPC Genuine Parts Co 0.8%
Value ($000) $8,937 Shares 95,900 Est. Cost $65.85 Unrealized +6.9%
VOD Vodafone Group 0.8%
Value ($000) $8,747 Shares 267,644 Est. Cost $33.89 Unrealized
Linear Technology Corp 0.8%
Value ($000) $8,677 Shares 185,400 Est. Cost $46.54 Unrealized
MUSA Murphy USA Inc 0.8%
Value ($000) $8,632 Shares 119,279 Est. Cost $42.20 Unrealized +61.9%
CAG Conagra Foods 0.8%
Value ($000) $8,538 Shares 233,740 Est. Cost $16.44 Unrealized +15.5%
ROST Ross Stores Inc 0.8%
Value ($000) $8,485 Shares 80,535 Est. Cost $31.49 Unrealized +41.2%
EMR Emerson Elec Co 0.8%
Value ($000) $8,408 Shares 148,500 Est. Cost $47.74 Unrealized -9.1%
Ensco PLC SHS CL A 0.8%
Value ($000) $8,226 Shares 390,200 Est. Cost $52.49 Unrealized
Spectra Energy Corp 0.8%
Value ($000) $8,214 Shares 227,100 Est. Cost $36.27 Unrealized
GIS General Mills Inc 0.8%
Value ($000) $8,128 Shares 143,600 Est. Cost $33.46 Unrealized +9.5%
ACN Accenture PLC 0.7%
Value ($000) $8,039 Shares 85,800 Est. Cost $68.94 Unrealized +8.2%
WLY John Wiley & Sons Inc Class A 0.7%
Value ($000) $7,962 Shares 130,230 Est. Cost $28.29 Unrealized +56.9%
BHP BHP Billiton Ltd 0.7%
Value ($000) $7,961 Shares 171,310 Est. Cost $57.71 Unrealized
MOS Mosaic Company 0.7%
Value ($000) $7,953 Shares 172,665 Est. Cost $44.19 Unrealized -11.2%
PG Procter & Gamble Co 0.7%
Value ($000) $7,915 Shares 96,600 Est. Cost $63.85 Unrealized -0.4%
DLB Dolby Laboratories Inc CL A 0.7%
Value ($000) $7,877 Shares 206,425 Est. Cost $30.17 Unrealized +14.6%
ETN Eaton Corp 0.7%
Value ($000) $7,765 Shares 114,300 Est. Cost $53.18 Unrealized -1.2%
SO Southern Company 0.7%
Value ($000) $7,674 Shares 173,300 Est. Cost $26.65 Unrealized +12.4%
Raytheon Co 0.7%
Value ($000) $7,604 Shares 69,600 Est. Cost $106.88 Unrealized
TRV Travelers Cos Inc 0.7%
Value ($000) $7,385 Shares 68,300 Est. Cost $73.03 Unrealized +15.0%
DUK Duke Energy Corp New 0.7%
Value ($000) $7,381 Shares 96,133 Est. Cost $42.14 Unrealized +22.9%
CPB Campbell Soup Co 0.7%
Value ($000) $7,271 Shares 156,200 Est. Cost $31.44 Unrealized +4.8%
OXY Occidental Petroleum Corp 0.7%
Value ($000) $7,154 Shares 98,000 Est. Cost $58.86 Unrealized -5.3%
Kraft Foods Group Inc 0.7%
Value ($000) $7,030 Shares 80,700 Est. Cost $56.16 Unrealized
DG Dollar General Corp 0.6%
Value ($000) $7,015 Shares 93,065 Est. Cost $51.81 Unrealized +18.7%
MDT Medtronic PLC SHS 0.6%
Value ($000) $6,986 Shares 89,574 Est. Cost $58.10 Unrealized 0.0%
MAT Mattel, Inc. 0.6%
Value ($000) $6,965 Shares 304,800 Est. Cost $42.33 Unrealized -37.3%
RGA Reinsurance Group of America 0.6%
Value ($000) $6,913 Shares 74,185 Est. Cost $73.46 Unrealized +20.2%
Varian Medical Sys Inc 0.6%
Value ($000) $6,854 Shares 72,840 Est. Cost $86.52 Unrealized
Harris Corporation 0.6%
Value ($000) $6,702 Shares 85,100 Est. Cost $70.53 Unrealized
MUR Murphy Oil Corp 0.6%
Value ($000) $6,661 Shares 142,950 Est. Cost $33.78 Unrealized -5.2%
Total SA 0.6%
Value ($000) $6,240 Shares 125,650 Est. Cost $50.46 Unrealized
AAP Advance Auto Parts 0.6%
Value ($000) $6,199 Shares 41,410 Est. Cost $128.40 Unrealized +5.0%
MSM MSC Industrial Direct Co 0.6%
Value ($000) $6,186 Shares 85,675 Est. Cost $81.78 Unrealized -8.8%
CHUBB CORP 0.5%
Value ($000) $5,932 Shares 58,670 Est. Cost $94.98 Unrealized
ADP Automatic Data Proc 0.5%
Value ($000) $5,721 Shares 66,800 Est. Cost $63.63 Unrealized +6.7%
Staples Inc 0.5%
Value ($000) $5,270 Shares 323,600 Est. Cost $15.87 Unrealized
RCI Rogers Communications 0.5%
Value ($000) $5,224 Shares 156,040 Est. Cost $41.83 Unrealized -13.8%
UVV Universal Corp Va 0.5%
Value ($000) $5,186 Shares 109,970 Est. Cost $43.73 Unrealized +1.2%
BA Boeing Company 0.4%
Value ($000) $4,743 Shares 31,600 Est. Cost $119.49 Unrealized +6.9%
FITB Fifth Third Bancorp 0.4%
Value ($000) $4,570 Shares 242,470 Est. Cost $13.36 Unrealized -3.0%
USB Us Bancorp (new) 0.4%
Value ($000) $4,398 Shares 100,700 Est. Cost $29.37 Unrealized +1.4%
RY Royal Bank of Canada 0.4%
Value ($000) $4,388 Shares 72,700 Est. Cost $65.03 Unrealized -5.4%
Joy Global Inc 0.4%
Value ($000) $4,358 Shares 111,240 Est. Cost $48.99 Unrealized
MMM 3m Company 0.4%
Value ($000) $4,074 Shares 24,700 Est. Cost $90.93 Unrealized +6.5%
Apache Corp 0.4%
Value ($000) $3,855 Shares 63,895 Est. Cost $73.30 Unrealized
FE First Energy Corp 0.3%
Value ($000) $3,541 Shares 101,000 Est. Cost $24.52 Unrealized -3.1%
DE Deere Co 0.3%
Value ($000) $3,323 Shares 37,900 Est. Cost $70.66 Unrealized +3.3%
HAS Hasbro Inc 0.3%
Value ($000) $2,903 Shares 45,900 Est. Cost $41.19 Unrealized 0.0%
VALE Vale 0.2%
Value ($000) $2,559 Shares 452,955 Est. Cost $11.58 Unrealized
Agrium Inc 0.2%
Value ($000) $2,534 Shares 24,300 Est. Cost $93.82 Unrealized
PKX Posco 0.2%
Value ($000) $2,458 Shares 44,960 Est. Cost $77.11 Unrealized
Noble Corp PLC 0.2%
Value ($000) $2,349 Shares 164,525 Est. Cost $35.61 Unrealized
DIT Amcon Distributing Co 0.2%
Value ($000) $2,054 Shares 25,548 Est. Cost $63.82 Unrealized +3.4%
Axia NetMedia Corp 0.2%
Value ($000) $2,033 Shares 799,580 Est. Cost $1.57 Unrealized
Creston PLC 0.2%
Value ($000) $1,987 Shares 1,144,135 Est. Cost $1.97 Unrealized
VSEC VSE Corp 0.2%
Value ($000) $1,958 Shares 23,916 Est. Cost $26.92 Unrealized +30.3%
Nicholas Financial Inc 0.2%
Value ($000) $1,910 Shares 136,370 Est. Cost $12.68 Unrealized
HomeServe 0.2%
Value ($000) $1,897 Shares 333,955 Est. Cost $4.70 Unrealized
Leucadia National Corp 0.2%
Value ($000) $1,893 Shares 84,935 Est. Cost $25.93 Unrealized
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $1,859 Shares 817,335 Est. Cost $3.16 Unrealized -23.8%
Countrywide PLC 0.2%
Value ($000) $1,852 Shares 242,770 Est. Cost $7.31 Unrealized
Span-America Medical Systems Inc. 0.2%
Value ($000) $1,849 Shares 95,619 Est. Cost $20.41 Unrealized
CNRD Conrad Industries Inc 0.2%
Value ($000) $1,801 Shares 58,095 Est. Cost $30.59 Unrealized -2.3%
RYAM Rayonier Advanced Materials 0.2%
Value ($000) $1,738 Shares 116,665 Est. Cost $31.05 Unrealized -41.3%
AJMPF Ashmore Group PLC 0.1%
Value ($000) $1,602 Shares 379,255 Est. Cost $2.85 Unrealized -13.3%
EGI Financial Holdings Inc 0.1%
Value ($000) $1,443 Shares 116,380 Est. Cost $12.34 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,098 Shares 242,825 Est. Cost $8.44 Unrealized -51.8%
BLBD Blue Bird Corporation 0.1%
Value ($000) $1,086 Shares 105,945 Est. Cost $9.70 Unrealized 0.0%
META Facebook Inc 0.1%
Value ($000) $987 Shares 12,000 Est. Cost $75.91 Unrealized +2.5%
Civeo Corp 0.1%
Value ($000) $609 Shares 239,665 Est. Cost $23.99 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $316 Shares 13,882 Est. Cost $13.91 Unrealized -1.4%
IVZ Invesco LTD 0.0%
Value ($000) $285 Shares 7,187 Est. Cost $18.88 Unrealized +27.9%
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized