Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $1,099,404 (100.0% shares, 0.0% debt)

Holdings (131)

MSFT Microsoft Corp 2.4%
Value ($000) $26,397 Shares 475,798 Est. Cost $30.86 Unrealized +48.8%
JNJ Johnson And Johnson 2.4%
Value ($000) $26,150 Shares 254,573 Est. Cost $62.17 Unrealized +22.1%
CSCO Cisco Systems Inc 2.3%
Value ($000) $25,628 Shares 943,782 Est. Cost $16.25 Unrealized +24.1%
INTC Intel Corp 2.2%
Value ($000) $23,895 Shares 693,610 Est. Cost $21.57 Unrealized +23.5%
PFE Pfizer Inc 2.2%
Value ($000) $23,699 Shares 734,183 Est. Cost $17.52 Unrealized +16.3%
BB&T Corporation 2.1%
Value ($000) $22,827 Shares 603,730 Est. Cost $35.64 Unrealized
AFL Aflac Inc 1.9%
Value ($000) $21,343 Shares 356,307 Est. Cost $20.83 Unrealized +17.8%
KSS Kohls Corp 1.9%
Value ($000) $20,800 Shares 436,705 Est. Cost $49.79 Unrealized -7.1%
XOM Exxon Mobil Corp 1.7%
Value ($000) $18,832 Shares 241,590 Est. Cost $56.62 Unrealized -9.2%
DRI Darden Restaurants Inc 1.6%
Value ($000) $17,631 Shares 277,050 Est. Cost $38.84 Unrealized +12.2%
LLY Eli Lilly & Co 1.6%
Value ($000) $17,526 Shares 208,000 Est. Cost $42.62 Unrealized +63.6%
MRK Merck & Company, Inc 1.5%
Value ($000) $16,929 Shares 320,500 Est. Cost $31.29 Unrealized +17.5%
TGT Target Corp Com 1.5%
Value ($000) $16,831 Shares 231,800 Est. Cost $49.38 Unrealized +11.9%
WFC Wells Fargo & Co New Del 1.5%
Value ($000) $16,340 Shares 300,595 Est. Cost $34.05 Unrealized +19.9%
MCD Mcdonalds Corp Com 1.5%
Value ($000) $16,031 Shares 135,698 Est. Cost $72.10 Unrealized +21.0%
T AT&T Corp 1.4%
Value ($000) $15,905 Shares 462,220 Est. Cost $11.62 Unrealized +7.0%
GPC Genuine Parts Co 1.4%
Value ($000) $15,898 Shares 185,100 Est. Cost $66.16 Unrealized -1.4%
USB Us Bancorp (new) 1.4%
Value ($000) $15,831 Shares 371,000 Est. Cost $29.69 Unrealized -0.3%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $15,684 Shares 237,525 Est. Cost $40.89 Unrealized +21.5%
PAYX Paychex Inc 1.4%
Value ($000) $15,632 Shares 295,550 Est. Cost $30.23 Unrealized +27.5%
Glaxosmithkline PLC 1.4%
Value ($000) $15,264 Shares 378,300 Est. Cost $47.89 Unrealized
OXY Occidental Petroleum Corp 1.4%
Value ($000) $15,160 Shares 224,225 Est. Cost $54.77 Unrealized -2.4%
HAS Hasbro Inc 1.4%
Value ($000) $14,974 Shares 222,300 Est. Cost $50.41 Unrealized +3.9%
CAT Caterpillar Inc Del 1.3%
Value ($000) $14,011 Shares 206,160 Est. Cost $63.96 Unrealized -14.7%
IBM Intl Business Machines Corp Ibm 1.3%
Value ($000) $13,776 Shares 100,100 Est. Cost $94.58 Unrealized -7.5%
VZ Verizon Communications Com 1.2%
Value ($000) $13,672 Shares 295,800 Est. Cost $26.74 Unrealized +0.7%
PM Philip Morris Intl Inc 1.2%
Value ($000) $13,174 Shares 149,860 Est. Cost $48.43 Unrealized +8.0%
AEP American Electric Power Co 1.2%
Value ($000) $13,117 Shares 225,100 Est. Cost $30.74 Unrealized +29.0%
Kellogg 1.1%
Value ($000) $12,627 Shares 174,725 Est. Cost $39.63 Unrealized +15.3%
KMB Kimberly Clark Corp 1.1%
Value ($000) $12,514 Shares 98,300 Est. Cost $63.35 Unrealized +34.2%
PEP Pepsico Inc 1.1%
Value ($000) $12,325 Shares 123,350 Est. Cost $65.12 Unrealized +12.8%
SO Southern Company 1.0%
Value ($000) $11,459 Shares 244,900 Est. Cost $27.49 Unrealized +7.8%
PG Procter & Gamble Co 1.0%
Value ($000) $11,260 Shares 141,800 Est. Cost $61.71 Unrealized -6.1%
Royal Dutch Shell 1.0%
Value ($000) $11,129 Shares 243,050 Est. Cost $63.59 Unrealized
KO Coca Cola Company 1.0%
Value ($000) $11,097 Shares 258,300 Est. Cost $27.99 Unrealized +10.2%
CA INC 1.0%
Value ($000) $11,033 Shares 386,300 Est. Cost $28.50 Unrealized
ETN Eaton Corp 1.0%
Value ($000) $10,996 Shares 211,300 Est. Cost $50.04 Unrealized -14.0%
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $10,985 Shares 179,200 Est. Cost $19.76 Unrealized -15.8%
E.I. du Pont de Nemours and Company 1.0%
Value ($000) $10,636 Shares 159,700 Est. Cost $52.36 Unrealized
BP Bp Plc Spon Adr 0.9%
Value ($000) $10,079 Shares 322,440 Est. Cost $40.87 Unrealized
UPS United Parcel Service 0.9%
Value ($000) $10,075 Shares 104,700 Est. Cost $63.14 Unrealized +11.9%
CVX Chevron Corp 0.9%
Value ($000) $9,462 Shares 105,175 Est. Cost $70.95 Unrealized -17.6%
TXN Texas Instruments Inc 0.9%
Value ($000) $9,394 Shares 171,400 Est. Cost $30.74 Unrealized +37.5%
CBRL Cracker Barrel 0.9%
Value ($000) $9,385 Shares 74,000 Est. Cost $79.81 Unrealized +8.9%
Maxim Integrated Prods 0.8%
Value ($000) $9,204 Shares 242,200 Est. Cost $28.05 Unrealized
Harris Corporation 0.8%
Value ($000) $9,194 Shares 105,800 Est. Cost $71.78 Unrealized
IFF International Flavors & Fragrances 0.8%
Value ($000) $9,026 Shares 75,443 Est. Cost $62.27 Unrealized +45.1%
TROW Price T Rowe Group Inc 0.8%
Value ($000) $8,958 Shares 125,300 Est. Cost $50.88 Unrealized 0.0%
VOD Vodafone Group 0.8%
Value ($000) $8,955 Shares 277,600 Est. Cost $33.80 Unrealized
ADP Automatic Data Proc 0.8%
Value ($000) $8,946 Shares 105,600 Est. Cost $65.04 Unrealized +6.3%
Linear Technology Corp 0.8%
Value ($000) $8,919 Shares 210,000 Est. Cost $45.16 Unrealized
RY Royal Bank of Canada 0.8%
Value ($000) $8,905 Shares 166,200 Est. Cost $61.87 Unrealized -9.4%
FITB Fifth Third Bancorp 0.8%
Value ($000) $8,787 Shares 437,170 Est. Cost $13.66 Unrealized +1.7%
General Electric 0.8%
Value ($000) $8,762 Shares 281,300 Est. Cost $24.74 Unrealized
DUK Duke Energy Corp New 0.8%
Value ($000) $8,726 Shares 122,233 Est. Cost $43.06 Unrealized +7.6%
PPL PPL Corp 0.8%
Value ($000) $8,584 Shares 251,500 Est. Cost $16.47 Unrealized +30.3%
DGX Quest Diagnostics, Inc. 0.8%
Value ($000) $8,508 Shares 119,600 Est. Cost $55.47 Unrealized -0.9%
GIS General Mills Inc 0.8%
Value ($000) $8,424 Shares 146,100 Est. Cost $34.99 Unrealized +15.6%
ROST Ross Stores Inc 0.8%
Value ($000) $8,304 Shares 154,320 Est. Cost $38.09 Unrealized +21.4%
EMR Emerson Elec Co 0.7%
Value ($000) $8,222 Shares 171,900 Est. Cost $44.46 Unrealized -17.9%
WM Waste Management Inc New 0.7%
Value ($000) $8,069 Shares 151,195 Est. Cost $31.54 Unrealized +39.2%
NUE Nucor Corporation 0.7%
Value ($000) $8,052 Shares 199,800 Est. Cost $37.44 Unrealized -13.4%
CHUBB CORP 0.7%
Value ($000) $8,051 Shares 60,700 Est. Cost $98.90 Unrealized
Torchmark Corp 0.7%
Value ($000) $8,033 Shares 140,527 Est. Cost $60.28 Unrealized
DOX Amdocs Ltd 0.7%
Value ($000) $7,934 Shares 145,390 Est. Cost $30.63 Unrealized +54.8%
MAT Mattel, Inc. 0.7%
Value ($000) $7,849 Shares 288,900 Est. Cost $42.11 Unrealized -41.6%
MUSA Murphy USA Inc 0.7%
Value ($000) $7,527 Shares 123,928 Est. Cost $42.98 Unrealized +35.2%
DLB Dolby Laboratories Inc CL A 0.7%
Value ($000) $7,232 Shares 214,920 Est. Cost $30.12 Unrealized -0.4%
MDT Medtronic PLC SHS 0.6%
Value ($000) $7,138 Shares 92,794 Est. Cost $58.01 Unrealized +1.0%
COP Conocophillips 0.6%
Value ($000) $7,065 Shares 151,320 Est. Cost $39.93 Unrealized -3.9%
QCOM Qualcom Inc 0.6%
Value ($000) $7,028 Shares 140,600 Est. Cost $47.44 Unrealized -15.7%
DG Dollar General Corp 0.6%
Value ($000) $6,955 Shares 96,774 Est. Cost $53.05 Unrealized +12.2%
FE First Energy Corp 0.6%
Value ($000) $6,955 Shares 219,200 Est. Cost $22.41 Unrealized -8.1%
CPB Campbell Soup Co 0.6%
Value ($000) $6,732 Shares 128,100 Est. Cost $31.53 Unrealized +18.2%
TRV Travelers Cos Inc 0.6%
Value ($000) $6,557 Shares 58,100 Est. Cost $75.76 Unrealized +17.3%
RGA Reinsurance Group of America 0.6%
Value ($000) $6,527 Shares 76,300 Est. Cost $75.04 Unrealized +20.7%
AAP Advance Auto Parts 0.6%
Value ($000) $6,404 Shares 42,550 Est. Cost $130.20 Unrealized +16.8%
SYY Sysco Corporation 0.6%
Value ($000) $6,306 Shares 153,800 Est. Cost $25.04 Unrealized +25.7%
UVV Universal Corp Va 0.6%
Value ($000) $6,180 Shares 110,200 Est. Cost $44.45 Unrealized +23.1%
Varian Medical Sys Inc 0.5%
Value ($000) $6,046 Shares 74,830 Est. Cost $85.53 Unrealized
WLY John Wiley & Sons Inc Class A 0.5%
Value ($000) $6,017 Shares 133,620 Est. Cost $29.02 Unrealized +25.4%
ABBNY ABB LTD 0.5%
Value ($000) $5,998 Shares 338,300 Est. Cost $22.52 Unrealized
Spectra Energy Corp 0.5%
Value ($000) $5,815 Shares 242,900 Est. Cost $34.28 Unrealized
RCI Rogers Communications 0.5%
Value ($000) $5,550 Shares 161,065 Est. Cost $41.22 Unrealized -8.9%
MET Metlife Inc 0.5%
Value ($000) $5,414 Shares 112,300 Est. Cost $33.07 Unrealized -5.7%
MUR Murphy Oil Corp 0.5%
Value ($000) $5,331 Shares 237,460 Est. Cost $29.00 Unrealized -36.6%
BHP BHP Billiton Ltd 0.4%
Value ($000) $4,929 Shares 191,335 Est. Cost $54.71 Unrealized
MSM MSC Industrial Direct Co 0.4%
Value ($000) $4,886 Shares 86,840 Est. Cost $80.58 Unrealized -24.9%
Ace Limited 0.4%
Value ($000) $4,651 Shares 39,800 Est. Cost $116.86 Unrealized
NSC Norfolk Southern Corp 0.4%
Value ($000) $4,231 Shares 50,015 Est. Cost $65.12 Unrealized +6.1%
LMT Lockheed Martin Corp 0.4%
Value ($000) $4,169 Shares 19,200 Est. Cost $147.89 Unrealized +11.8%
BA Boeing Company 0.4%
Value ($000) $4,092 Shares 28,300 Est. Cost $119.64 Unrealized +7.7%
DE Deere Co 0.4%
Value ($000) $3,974 Shares 52,100 Est. Cost $68.94 Unrealized -5.7%
Raytheon Co 0.4%
Value ($000) $3,848 Shares 30,900 Est. Cost $106.74 Unrealized
MMM 3m Company 0.3%
Value ($000) $3,752 Shares 24,905 Est. Cost $90.68 Unrealized +1.6%
FAST Fastenal Co 0.3%
Value ($000) $3,715 Shares 91,000 Est. Cost $7.73 Unrealized -2.5%
Agrium Inc 0.3%
Value ($000) $3,663 Shares 41,000 Est. Cost $98.03 Unrealized
Total SA 0.3%
Value ($000) $3,598 Shares 80,050 Est. Cost $49.75 Unrealized
KHC Kraft Heinz Company 0.3%
Value ($000) $3,534 Shares 48,570 Est. Cost $47.69 Unrealized -1.4%
Ensco PLC SHS CL A 0.3%
Value ($000) $3,515 Shares 228,375 Est. Cost $48.09 Unrealized
Apache Corp 0.3%
Value ($000) $3,502 Shares 78,743 Est. Cost $66.45 Unrealized
Staples Inc 0.3%
Value ($000) $3,343 Shares 353,000 Est. Cost $15.67 Unrealized
RL Ralph Lauren Corp 0.3%
Value ($000) $3,322 Shares 29,796 Est. Cost $96.42 Unrealized +0.2%
MOS Mosaic Company 0.3%
Value ($000) $3,075 Shares 111,465 Est. Cost $42.94 Unrealized -39.1%
META Facebook Inc 0.2%
Value ($000) $2,516 Shares 24,040 Est. Cost $96.58 Unrealized +5.6%
CLX Clorox Co Del Com 0.2%
Value ($000) $2,469 Shares 19,465 Est. Cost $83.86 Unrealized +11.2%
AXP American Express 0.2%
Value ($000) $2,173 Shares 31,250 Est. Cost $67.90 Unrealized -7.4%
VSEC VSE Corp 0.2%
Value ($000) $1,832 Shares 29,468 Est. Cost $25.27 Unrealized +0.1%
Noble Corp PLC 0.2%
Value ($000) $1,793 Shares 169,990 Est. Cost $33.60 Unrealized
STRL Sterling Construction Co Inc 0.2%
Value ($000) $1,702 Shares 279,916 Est. Cost $7.36 Unrealized -31.1%
Span-America Medical Systems Inc. 0.2%
Value ($000) $1,650 Shares 83,987 Est. Cost $20.17 Unrealized
PKX Posco 0.1%
Value ($000) $1,635 Shares 46,250 Est. Cost $74.05 Unrealized
DIT Amcon Distributing Co 0.1%
Value ($000) $1,618 Shares 20,138 Est. Cost $64.27 Unrealized +5.5%
Axia NetMedia Corp 0.1%
Value ($000) $1,444 Shares 636,750 Est. Cost $1.64 Unrealized
BLBD Blue Bird Corporation 0.1%
Value ($000) $1,440 Shares 142,005 Est. Cost $10.22 Unrealized +3.5%
Nicholas Financial Inc 0.1%
Value ($000) $1,435 Shares 123,185 Est. Cost $12.70 Unrealized
Creston PLC 0.1%
Value ($000) $1,403 Shares 761,675 Est. Cost $1.96 Unrealized
Leucadia National Corp 0.1%
Value ($000) $1,400 Shares 80,490 Est. Cost $24.32 Unrealized
HomeServe 0.1%
Value ($000) $1,367 Shares 224,135 Est. Cost $6.15 Unrealized
Countrywide PLC 0.1%
Value ($000) $1,354 Shares 230,055 Est. Cost $7.08 Unrealized
APD Air Products & Chemicals 0.1%
Value ($000) $1,288 Shares 9,900 Est. Cost $97.96 Unrealized 0.0%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,255 Shares 785,175 Est. Cost $3.01 Unrealized -42.7%
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,188 Shares 53,506 Est. Cost $30.17 Unrealized -29.6%
Breeze-Eastern Corp 0.1%
Value ($000) $1,171 Shares 59,130 Est. Cost $13.99 Unrealized
Echelon Financial Holdings Inc 0.1%
Value ($000) $1,061 Shares 112,250 Est. Cost $11.91 Unrealized
AJMPF Ashmore Group PLC 0.1%
Value ($000) $898 Shares 237,605 Est. Cost $2.81 Unrealized -17.5%
DTD Wisdom Tree Dividend Fund 0.0%
Value ($000) $352 Shares 4,915 Est. Cost $67.94 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $298 Shares 13,882 Est. Cost $13.91 Unrealized +17.9%
IVZ Invesco LTD 0.0%
Value ($000) $240 Shares 7,187 Est. Cost $18.88 Unrealized +9.5%
Civeo Corp 0.0%
Value ($000) $20 Shares 13,950 Est. Cost $1.46 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $1 Shares 14,000 Est. Cost Unrealized