Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 10, 2015

Total Value ($000): $1,022,705 (100.0% shares, 0.0% debt)

Holdings (131)

MSFT Microsoft Corp 2.4%
Value ($000) $24,921 Shares 563,052 Est. Cost $30.86 Unrealized +26.1%
JNJ Johnson And Johnson 2.4%
Value ($000) $24,447 Shares 261,883 Est. Cost $62.17 Unrealized +16.6%
CSCO Cisco Systems Inc 2.2%
Value ($000) $22,930 Shares 873,537 Est. Cost $15.94 Unrealized +22.8%
AFL Aflac Inc 2.1%
Value ($000) $21,669 Shares 372,765 Est. Cost $20.83 Unrealized +13.7%
PFE Pfizer Inc 2.0%
Value ($000) $20,719 Shares 659,623 Est. Cost $17.19 Unrealized +19.8%
INTC Intel Corp 2.0%
Value ($000) $20,368 Shares 675,770 Est. Cost $21.44 Unrealized +5.5%
BB&T Corporation 1.9%
Value ($000) $19,610 Shares 550,830 Est. Cost $35.43 Unrealized
KSS Kohls Corp 1.7%
Value ($000) $17,407 Shares 375,890 Est. Cost $50.37 Unrealized +11.7%
WM Waste Management Inc New 1.7%
Value ($000) $17,095 Shares 343,195 Est. Cost $31.54 Unrealized +29.5%
XOM Exxon Mobil Corp 1.7%
Value ($000) $16,942 Shares 227,870 Est. Cost $56.94 Unrealized -13.8%
LLY Eli Lilly & Co 1.6%
Value ($000) $16,847 Shares 201,300 Est. Cost $41.71 Unrealized +68.9%
GPC Genuine Parts Co 1.5%
Value ($000) $15,633 Shares 188,600 Est. Cost $66.16 Unrealized -3.6%
MCD Mcdonalds Corp Com 1.5%
Value ($000) $15,270 Shares 154,983 Est. Cost $72.10 Unrealized +4.5%
TGT Target Corp Com 1.5%
Value ($000) $14,906 Shares 189,500 Est. Cost $48.07 Unrealized +22.0%
Glaxosmithkline PLC 1.4%
Value ($000) $14,546 Shares 378,300 Est. Cost $47.89 Unrealized
Maxim Integrated Prods 1.4%
Value ($000) $14,238 Shares 426,300 Est. Cost $28.05 Unrealized
MRK Merck & Company, Inc 1.4%
Value ($000) $14,032 Shares 284,100 Est. Cost $30.59 Unrealized +25.5%
OXY Occidental Petroleum Corp 1.4%
Value ($000) $13,952 Shares 210,920 Est. Cost $54.86 Unrealized -6.4%
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $13,839 Shares 269,495 Est. Cost $33.27 Unrealized +23.5%
PAYX Paychex Inc 1.3%
Value ($000) $13,672 Shares 287,050 Est. Cost $29.98 Unrealized +13.7%
T AT&T Corp 1.3%
Value ($000) $13,221 Shares 405,800 Est. Cost $11.50 Unrealized +6.6%
JPM JP Morgan Chase & Co 1.3%
Value ($000) $13,041 Shares 213,900 Est. Cost $39.92 Unrealized +24.3%
PEP Pepsico Inc 1.3%
Value ($000) $12,959 Shares 137,425 Est. Cost $65.12 Unrealized +6.7%
VZ Verizon Communications Com 1.3%
Value ($000) $12,870 Shares 295,800 Est. Cost $26.74 Unrealized +1.0%
DRI Darden Restaurants Inc 1.3%
Value ($000) $12,855 Shares 187,550 Est. Cost $36.59 Unrealized +29.0%
AEP American Electric Power Co 1.3%
Value ($000) $12,799 Shares 225,100 Est. Cost $30.74 Unrealized +25.1%
CAT Caterpillar Inc Del 1.2%
Value ($000) $12,002 Shares 183,625 Est. Cost $65.11 Unrealized -9.2%
General Electric 1.1%
Value ($000) $11,715 Shares 464,500 Est. Cost $24.74 Unrealized
Kellogg 1.1%
Value ($000) $11,613 Shares 174,500 Est. Cost $39.63 Unrealized +9.2%
Royal Dutch Shell 1.1%
Value ($000) $11,554 Shares 243,815 Est. Cost $63.59 Unrealized
USB Us Bancorp (new) 1.1%
Value ($000) $11,491 Shares 280,200 Est. Cost $29.73 Unrealized +0.3%
CA INC 1.1%
Value ($000) $11,384 Shares 417,000 Est. Cost $28.50 Unrealized
SYY Sysco Corporation 1.1%
Value ($000) $11,317 Shares 290,400 Est. Cost $25.04 Unrealized +16.1%
UPS United Parcel Service 1.1%
Value ($000) $11,251 Shares 114,000 Est. Cost $63.14 Unrealized +7.4%
KO Coca Cola Company 1.1%
Value ($000) $10,993 Shares 274,000 Est. Cost $27.99 Unrealized +3.0%
PM Philip Morris Intl Inc 1.1%
Value ($000) $10,860 Shares 136,900 Est. Cost $48.06 Unrealized +1.7%
KMB Kimberly Clark Corp 1.0%
Value ($000) $10,719 Shares 98,300 Est. Cost $63.35 Unrealized +22.2%
E.I. du Pont de Nemours and Company 1.0%
Value ($000) $10,599 Shares 219,900 Est. Cost $52.36 Unrealized
PPL PPL Corp 1.0%
Value ($000) $10,288 Shares 312,800 Est. Cost $16.47 Unrealized +19.5%
Ace Limited 1.0%
Value ($000) $10,133 Shares 98,000 Est. Cost $100.54 Unrealized
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $10,109 Shares 155,900 Est. Cost $20.23 Unrealized -6.5%
IBM Intl Business Machines Corp Ibm 0.9%
Value ($000) $9,641 Shares 66,500 Est. Cost $98.14 Unrealized -2.8%
BP Bp Plc Spon Adr 0.9%
Value ($000) $9,247 Shares 302,580 Est. Cost $41.50 Unrealized
HAS Hasbro Inc 0.9%
Value ($000) $9,183 Shares 127,300 Est. Cost $48.95 Unrealized +12.1%
VOD Vodafone Group 0.9%
Value ($000) $8,811 Shares 277,600 Est. Cost $33.80 Unrealized
TXN Texas Instruments Inc 0.8%
Value ($000) $8,666 Shares 175,000 Est. Cost $30.74 Unrealized +19.5%
TRV Travelers Cos Inc 0.8%
Value ($000) $8,440 Shares 84,800 Est. Cost $75.76 Unrealized +7.3%
DOX Amdocs Ltd 0.8%
Value ($000) $8,319 Shares 146,262 Est. Cost $30.63 Unrealized +54.0%
CVX Chevron Corp 0.8%
Value ($000) $8,156 Shares 103,400 Est. Cost $71.16 Unrealized -24.3%
AAP Advance Auto Parts 0.8%
Value ($000) $8,051 Shares 42,480 Est. Cost $130.20 Unrealized +16.5%
Torchmark Corp 0.8%
Value ($000) $7,992 Shares 141,707 Est. Cost $60.28 Unrealized
CHUBB CORP 0.8%
Value ($000) $7,961 Shares 64,905 Est. Cost $98.90 Unrealized
IFF International Flavors & Fragrances 0.8%
Value ($000) $7,926 Shares 76,755 Est. Cost $62.27 Unrealized +37.8%
SO Southern Company 0.8%
Value ($000) $7,903 Shares 176,800 Est. Cost $26.67 Unrealized +6.2%
Harris Corporation 0.8%
Value ($000) $7,739 Shares 105,800 Est. Cost $71.78 Unrealized
Raytheon Co 0.8%
Value ($000) $7,703 Shares 70,500 Est. Cost $106.74 Unrealized
Linear Technology Corp 0.7%
Value ($000) $7,598 Shares 188,300 Est. Cost $45.47 Unrealized
GIS General Mills Inc 0.7%
Value ($000) $7,505 Shares 133,700 Est. Cost $34.49 Unrealized +15.9%
NUE Nucor Corporation 0.7%
Value ($000) $7,502 Shares 199,800 Est. Cost $37.44 Unrealized -10.5%
ROST Ross Stores Inc 0.7%
Value ($000) $7,477 Shares 154,270 Est. Cost $38.09 Unrealized +21.1%
LMT Lockheed Martin Corp 0.7%
Value ($000) $7,463 Shares 36,000 Est. Cost $147.89 Unrealized +4.1%
ETN Eaton Corp 0.7%
Value ($000) $7,090 Shares 138,200 Est. Cost $53.74 Unrealized -13.5%
FITB Fifth Third Bancorp 0.7%
Value ($000) $7,064 Shares 373,570 Est. Cost $13.62 Unrealized +3.9%
DUK Duke Energy Corp New 0.7%
Value ($000) $7,038 Shares 97,833 Est. Cost $42.24 Unrealized +11.7%
MET Metlife Inc 0.7%
Value ($000) $7,030 Shares 149,100 Est. Cost $33.07 Unrealized -0.5%
DLB Dolby Laboratories Inc CL A 0.7%
Value ($000) $7,009 Shares 214,995 Est. Cost $30.12 Unrealized -1.4%
DG Dollar General Corp 0.7%
Value ($000) $6,986 Shares 96,435 Est. Cost $53.05 Unrealized +25.9%
PG Procter & Gamble Co 0.7%
Value ($000) $6,985 Shares 97,100 Est. Cost $63.45 Unrealized -11.2%
RGA Reinsurance Group of America 0.7%
Value ($000) $6,906 Shares 76,230 Est. Cost $75.04 Unrealized +25.3%
MUSA Murphy USA Inc 0.7%
Value ($000) $6,802 Shares 123,788 Est. Cost $42.98 Unrealized +20.4%
Price T Rowe Group Inc 0.7%
Value ($000) $6,686 Shares 96,200 Est. Cost $71.75 Unrealized
WLY John Wiley & Sons Inc Class A 0.7%
Value ($000) $6,678 Shares 133,475 Est. Cost $29.02 Unrealized +30.7%
CPB Campbell Soup Co 0.6%
Value ($000) $6,492 Shares 128,100 Est. Cost $31.53 Unrealized +12.7%
Total SA 0.6%
Value ($000) $6,481 Shares 144,950 Est. Cost $49.75 Unrealized
ADP Automatic Data Proc 0.6%
Value ($000) $6,429 Shares 80,000 Est. Cost $63.72 Unrealized +0.2%
BHP BHP Billiton Ltd 0.6%
Value ($000) $6,416 Shares 202,925 Est. Cost $54.71 Unrealized
CBRL Cracker Barrel 0.6%
Value ($000) $6,392 Shares 43,400 Est. Cost $74.81 Unrealized +27.5%
MDT Medtronic PLC SHS 0.6%
Value ($000) $6,205 Shares 92,694 Est. Cost $58.01 Unrealized -1.8%
RY Royal Bank of Canada 0.6%
Value ($000) $6,138 Shares 111,100 Est. Cost $64.74 Unrealized -12.1%
MAT Mattel, Inc. 0.6%
Value ($000) $6,084 Shares 288,900 Est. Cost $42.11 Unrealized -44.4%
ABBNY ABB LTD 0.6%
Value ($000) $5,978 Shares 338,300 Est. Cost $22.52 Unrealized
QCOM Qualcom Inc 0.6%
Value ($000) $5,669 Shares 105,500 Est. Cost $49.92 Unrealized -11.6%
MOS Mosaic Company 0.5%
Value ($000) $5,594 Shares 179,825 Est. Cost $42.94 Unrealized -21.9%
RCI Rogers Communications 0.5%
Value ($000) $5,562 Shares 161,300 Est. Cost $41.22 Unrealized -16.5%
Varian Medical Sys Inc 0.5%
Value ($000) $5,515 Shares 74,750 Est. Cost $85.53 Unrealized
Staples Inc 0.5%
Value ($000) $5,473 Shares 466,600 Est. Cost $15.67 Unrealized
UVV Universal Corp Va 0.5%
Value ($000) $5,458 Shares 110,110 Est. Cost $44.45 Unrealized +18.2%
MSM MSC Industrial Direct Co 0.5%
Value ($000) $5,434 Shares 89,045 Est. Cost $80.58 Unrealized -15.4%
Spectra Energy Corp 0.5%
Value ($000) $5,409 Shares 205,900 Est. Cost $36.13 Unrealized
EMR Emerson Elec Co 0.5%
Value ($000) $5,375 Shares 121,700 Est. Cost $47.74 Unrealized -21.8%
FAST Fastenal Co 0.4%
Value ($000) $4,375 Shares 119,500 Est. Cost $7.73 Unrealized -2.6%
BA Boeing Company 0.4%
Value ($000) $4,203 Shares 32,100 Est. Cost $119.64 Unrealized +3.1%
MUR Murphy Oil Corp 0.4%
Value ($000) $4,117 Shares 170,140 Est. Cost $33.20 Unrealized -35.2%
NSC Norfolk Southern Corp 0.4%
Value ($000) $3,812 Shares 49,900 Est. Cost $65.12 Unrealized 0.0%
COP Conocophillips 0.4%
Value ($000) $3,602 Shares 75,100 Est. Cost $41.51 Unrealized -11.4%
CLX Clorox Co Del Com 0.3%
Value ($000) $3,512 Shares 30,400 Est. Cost $83.86 Unrealized 0.0%
Agrium Inc 0.3%
Value ($000) $3,508 Shares 39,200 Est. Cost $98.43 Unrealized
MMM 3m Company 0.3%
Value ($000) $3,218 Shares 22,700 Est. Cost $90.54 Unrealized -3.3%
Ensco PLC SHS CL A 0.3%
Value ($000) $3,213 Shares 228,210 Est. Cost $48.09 Unrealized
FE First Energy Corp 0.3%
Value ($000) $3,197 Shares 102,100 Est. Cost $24.49 Unrealized -13.5%
KHC Kraft Heinz Company 0.3%
Value ($000) $2,880 Shares 40,800 Est. Cost $47.82 Unrealized 0.0%
DE Deere Co 0.3%
Value ($000) $2,679 Shares 36,200 Est. Cost $70.66 Unrealized +3.8%
Apache Corp 0.2%
Value ($000) $2,401 Shares 61,325 Est. Cost $72.70 Unrealized
RL Ralph Lauren Corp 0.2%
Value ($000) $2,360 Shares 19,970 Est. Cost $96.33 Unrealized 0.0%
AXP American Express 0.2%
Value ($000) $2,314 Shares 31,215 Est. Cost $67.90 Unrealized -2.4%
DGX Quest Diagnostics, Inc. 0.2%
Value ($000) $1,930 Shares 31,400 Est. Cost $56.82 Unrealized 0.0%
Noble Corp PLC 0.2%
Value ($000) $1,838 Shares 168,470 Est. Cost $33.60 Unrealized
Creston PLC 0.2%
Value ($000) $1,620 Shares 668,455 Est. Cost $1.97 Unrealized
DIT Amcon Distributing Co 0.2%
Value ($000) $1,611 Shares 20,138 Est. Cost $64.27 Unrealized +6.6%
PKX Posco 0.2%
Value ($000) $1,604 Shares 45,800 Est. Cost $74.05 Unrealized
Nicholas Financial Inc 0.2%
Value ($000) $1,599 Shares 123,185 Est. Cost $12.70 Unrealized
VSEC VSE Corp 0.1%
Value ($000) $1,506 Shares 37,578 Est. Cost $25.27 Unrealized -17.2%
ACN Accenture PLC 0.1%
Value ($000) $1,503 Shares 15,300 Est. Cost $68.94 Unrealized +21.6%
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,494 Shares 86,597 Est. Cost $20.17 Unrealized
Leucadia National Corp 0.1%
Value ($000) $1,468 Shares 72,465 Est. Cost $25.09 Unrealized
Countrywide PLC 0.1%
Value ($000) $1,432 Shares 188,265 Est. Cost $7.34 Unrealized
Axia NetMedia Corp 0.1%
Value ($000) $1,382 Shares 636,750 Est. Cost $1.64 Unrealized
HomeServe 0.1%
Value ($000) $1,378 Shares 224,135 Est. Cost $6.15 Unrealized
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,364 Shares 785,175 Est. Cost $3.01 Unrealized -36.2%
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,360 Shares 330,876 Est. Cost $7.36 Unrealized -38.0%
AJMPF Ashmore Group PLC 0.1%
Value ($000) $1,315 Shares 352,285 Est. Cost $2.81 Unrealized -17.2%
BLBD Blue Bird Corporation 0.1%
Value ($000) $1,228 Shares 123,245 Est. Cost $10.16 Unrealized +20.8%
Echelon Financial Holdings Inc 0.1%
Value ($000) $1,192 Shares 114,850 Est. Cost $11.91 Unrealized
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,186 Shares 53,316 Est. Cost $30.17 Unrealized -16.1%
META Facebook Inc 0.1%
Value ($000) $1,079 Shares 12,000 Est. Cost $91.13 Unrealized 0.0%
Breeze-Eastern Corp 0.1%
Value ($000) $827 Shares 59,130 Est. Cost $13.99 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $343 Shares 13,882 Est. Cost $13.91 Unrealized +9.3%
DTD Wisdom Tree Dividend Fund 0.0%
Value ($000) $338 Shares 4,975 Est. Cost $67.94 Unrealized
IVZ Invesco LTD 0.0%
Value ($000) $224 Shares 7,187 Est. Cost $18.88 Unrealized +18.0%
Civeo Corp 0.0%
Value ($000) $16 Shares 10,950 Est. Cost $1.46 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized