Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $1,139,389 (100.0% shares, 0.0% debt)

Holdings (126)

CSCO Cisco Systems Inc 2.5%
Value ($000) $28,824 Shares 1,012,417 Est. Cost $16.43 Unrealized +15.3%
JNJ Johnson And Johnson 2.4%
Value ($000) $27,036 Shares 249,868 Est. Cost $62.17 Unrealized +26.7%
MSFT Microsoft Corp 2.3%
Value ($000) $25,749 Shares 466,208 Est. Cost $30.86 Unrealized +49.3%
INTC Intel Corp 2.1%
Value ($000) $24,151 Shares 746,544 Est. Cost $21.77 Unrealized +12.0%
AFL Aflac Inc 2.0%
Value ($000) $23,268 Shares 368,517 Est. Cost $20.92 Unrealized +12.7%
BB&T Corporation 1.9%
Value ($000) $21,986 Shares 660,840 Est. Cost $35.43 Unrealized
PFE Pfizer Inc 1.9%
Value ($000) $21,971 Shares 741,257 Est. Cost $17.52 Unrealized +6.6%
XOM Exxon Mobil Corp 1.9%
Value ($000) $21,320 Shares 255,050 Est. Cost $56.38 Unrealized -7.8%
KSS Kohls Corp 1.8%
Value ($000) $20,351 Shares 436,630 Est. Cost $49.79 Unrealized -5.8%
T AT&T Corp 1.7%
Value ($000) $19,458 Shares 496,759 Est. Cost $11.77 Unrealized +17.6%
DRI Darden Restaurants Inc 1.6%
Value ($000) $18,223 Shares 274,850 Est. Cost $38.84 Unrealized +23.2%
MRK Merck & Company, Inc 1.6%
Value ($000) $18,127 Shares 342,600 Est. Cost $31.60 Unrealized +14.0%
HAS Hasbro Inc 1.6%
Value ($000) $17,710 Shares 221,100 Est. Cost $50.41 Unrealized +6.1%
TGT Target Corp Com 1.5%
Value ($000) $17,279 Shares 210,000 Est. Cost $49.38 Unrealized +14.2%
USB Us Bancorp (new) 1.5%
Value ($000) $17,174 Shares 423,100 Est. Cost $29.46 Unrealized -5.7%
PAYX Paychex Inc 1.5%
Value ($000) $17,124 Shares 317,050 Est. Cost $30.72 Unrealized +22.0%
MCD Mcdonalds Corp Com 1.5%
Value ($000) $17,092 Shares 135,998 Est. Cost $72.10 Unrealized +30.3%
OXY Occidental Petroleum Corp 1.5%
Value ($000) $16,915 Shares 247,180 Est. Cost $54.36 Unrealized -7.4%
LLY Eli Lilly & Co 1.5%
Value ($000) $16,613 Shares 230,700 Est. Cost $44.72 Unrealized +43.1%
Glaxosmithkline PLC 1.4%
Value ($000) $16,354 Shares 403,300 Est. Cost $47.44 Unrealized
GPC Genuine Parts Co 1.4%
Value ($000) $16,275 Shares 163,800 Est. Cost $66.16 Unrealized +0.7%
IBM Intl Business Machines Corp Ibm 1.4%
Value ($000) $16,266 Shares 107,400 Est. Cost $93.86 Unrealized -10.4%
CAT Caterpillar Inc Del 1.4%
Value ($000) $16,086 Shares 210,170 Est. Cost $63.75 Unrealized -16.8%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $15,795 Shares 266,725 Est. Cost $41.33 Unrealized +8.5%
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $15,465 Shares 319,795 Est. Cost $34.24 Unrealized +8.4%
PM Philip Morris Intl Inc 1.3%
Value ($000) $14,810 Shares 150,960 Est. Cost $48.43 Unrealized +15.4%
ETN Eaton Corp 1.2%
Value ($000) $13,307 Shares 212,700 Est. Cost $50.04 Unrealized -11.6%
VZ Verizon Communications Com 1.2%
Value ($000) $13,304 Shares 246,010 Est. Cost $26.74 Unrealized +12.3%
AEP American Electric Power Co 1.2%
Value ($000) $13,194 Shares 198,700 Est. Cost $30.74 Unrealized +42.1%
Royal Dutch Shell 1.1%
Value ($000) $13,083 Shares 270,030 Est. Cost $62.07 Unrealized
PG Procter & Gamble Co 1.1%
Value ($000) $12,939 Shares 157,200 Est. Cost $61.71 Unrealized -0.1%
SO Southern Company 1.1%
Value ($000) $12,810 Shares 247,640 Est. Cost $27.54 Unrealized +17.0%
CB CHUBB LTD 1.1%
Value ($000) $12,796 Shares 107,390 Est. Cost $96.06 Unrealized 0.0%
PEP Pepsico Inc 1.1%
Value ($000) $12,781 Shares 124,720 Est. Cost $65.21 Unrealized +12.3%
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $12,357 Shares 180,422 Est. Cost $19.76 Unrealized -7.3%
KO Coca Cola Company 1.1%
Value ($000) $12,061 Shares 260,000 Est. Cost $27.99 Unrealized +13.8%
CA INC 1.1%
Value ($000) $11,980 Shares 389,100 Est. Cost $28.50 Unrealized
E.I. du Pont de Nemours and Company 1.0%
Value ($000) $11,632 Shares 183,700 Est. Cost $53.79 Unrealized
UPS United Parcel Service 1.0%
Value ($000) $11,127 Shares 105,500 Est. Cost $63.14 Unrealized +7.2%
BP Bp Plc Spon Adr 1.0%
Value ($000) $10,948 Shares 362,755 Est. Cost $39.68 Unrealized
TXN Texas Instruments Inc 1.0%
Value ($000) $10,840 Shares 188,780 Est. Cost $31.64 Unrealized +28.0%
KMB Kimberly Clark Corp 0.9%
Value ($000) $10,761 Shares 80,000 Est. Cost $63.35 Unrealized +46.5%
ADP Automatic Data Proc 0.9%
Value ($000) $10,577 Shares 117,900 Est. Cost $65.31 Unrealized +3.6%
PPL PPL Corp 0.9%
Value ($000) $10,515 Shares 276,200 Est. Cost $17.04 Unrealized +34.3%
Kellogg 0.9%
Value ($000) $10,428 Shares 136,225 Est. Cost $39.63 Unrealized +22.8%
General Electric 0.9%
Value ($000) $10,139 Shares 318,933 Est. Cost $25.57 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $10,110 Shares 105,975 Est. Cost $70.95 Unrealized -19.1%
CBRL Cracker Barrel 0.9%
Value ($000) $10,107 Shares 66,200 Est. Cost $79.81 Unrealized +12.4%
Maxim Integrated Prods 0.9%
Value ($000) $10,041 Shares 273,000 Est. Cost $29.04 Unrealized
FE First Energy Corp 0.9%
Value ($000) $10,032 Shares 278,900 Est. Cost $22.38 Unrealized -0.4%
DUK Duke Energy Corp New 0.9%
Value ($000) $9,955 Shares 123,383 Est. Cost $43.06 Unrealized +17.2%
FITB Fifth Third Bancorp 0.9%
Value ($000) $9,770 Shares 585,370 Est. Cost $13.14 Unrealized -11.7%
RY Royal Bank of Canada 0.8%
Value ($000) $9,676 Shares 168,100 Est. Cost $61.76 Unrealized -16.1%
EMR Emerson Elec Co 0.8%
Value ($000) $9,571 Shares 176,000 Est. Cost $44.29 Unrealized -15.6%
Linear Technology Corp 0.8%
Value ($000) $9,424 Shares 211,500 Est. Cost $45.16 Unrealized
GIS General Mills Inc 0.8%
Value ($000) $9,395 Shares 148,300 Est. Cost $35.08 Unrealized +17.4%
TROW Price T Rowe Group Inc 0.8%
Value ($000) $9,278 Shares 126,300 Est. Cost $50.88 Unrealized -4.7%
DLB Dolby Laboratories Inc CL A 0.8%
Value ($000) $9,206 Shares 211,825 Est. Cost $30.12 Unrealized +8.0%
NUE Nucor Corporation 0.8%
Value ($000) $9,129 Shares 193,000 Est. Cost $37.44 Unrealized -13.4%
DGX Quest Diagnostics, Inc. 0.8%
Value ($000) $9,110 Shares 127,500 Est. Cost $55.45 Unrealized -0.5%
DOX Amdocs Ltd 0.8%
Value ($000) $9,007 Shares 149,075 Est. Cost $31.02 Unrealized +49.8%
VOD Vodafone Group 0.8%
Value ($000) $8,968 Shares 279,800 Est. Cost $33.80 Unrealized
WM Waste Management Inc New 0.8%
Value ($000) $8,749 Shares 148,295 Est. Cost $31.54 Unrealized +45.7%
DG Dollar General Corp 0.7%
Value ($000) $8,357 Shares 97,634 Est. Cost $53.05 Unrealized +25.6%
Harris Corporation 0.7%
Value ($000) $8,300 Shares 106,600 Est. Cost $71.78 Unrealized
Torchmark Corp 0.7%
Value ($000) $7,669 Shares 141,607 Est. Cost $60.28 Unrealized
IFF International Flavors & Fragrances 0.7%
Value ($000) $7,496 Shares 65,888 Est. Cost $62.27 Unrealized +40.9%
RGA Reinsurance Group of America 0.6%
Value ($000) $7,298 Shares 75,825 Est. Cost $75.04 Unrealized +17.3%
QCOM Qualcom Inc 0.6%
Value ($000) $7,241 Shares 141,600 Est. Cost $47.44 Unrealized -22.2%
SYY Sysco Corporation 0.6%
Value ($000) $7,238 Shares 154,900 Est. Cost $25.04 Unrealized +33.3%
COP Conocophillips 0.6%
Value ($000) $7,187 Shares 178,460 Est. Cost $38.13 Unrealized -26.3%
MDT Medtronic PLC SHS 0.6%
Value ($000) $7,028 Shares 93,708 Est. Cost $58.01 Unrealized +1.5%
AAP Advance Auto Parts 0.6%
Value ($000) $6,888 Shares 42,960 Est. Cost $130.20 Unrealized +1.1%
TRV Travelers Cos Inc 0.6%
Value ($000) $6,886 Shares 59,000 Est. Cost $75.94 Unrealized +15.6%
MSM MSC Industrial Direct Co 0.6%
Value ($000) $6,835 Shares 89,570 Est. Cost $80.17 Unrealized -16.4%
ABBNY ABB LTD 0.6%
Value ($000) $6,622 Shares 341,000 Est. Cost $22.52 Unrealized
WLY John Wiley & Sons Inc Class A 0.6%
Value ($000) $6,542 Shares 133,815 Est. Cost $29.02 Unrealized +11.3%
RCI Rogers Communications 0.6%
Value ($000) $6,505 Shares 162,535 Est. Cost $41.22 Unrealized -12.2%
MUR Murphy Oil Corp 0.5%
Value ($000) $6,216 Shares 246,765 Est. Cost $28.43 Unrealized -51.1%
Varian Medical Sys Inc 0.5%
Value ($000) $6,030 Shares 75,350 Est. Cost $85.53 Unrealized
Spectra Energy Corp 0.5%
Value ($000) $5,961 Shares 194,807 Est. Cost $34.28 Unrealized
BA Boeing Company 0.5%
Value ($000) $5,788 Shares 45,600 Est. Cost $116.69 Unrealized -4.1%
BHP BHP Billiton Ltd 0.5%
Value ($000) $5,396 Shares 208,350 Est. Cost $52.36 Unrealized
MET Metlife Inc 0.4%
Value ($000) $4,970 Shares 113,100 Est. Cost $33.07 Unrealized -19.1%
Apache Corp 0.4%
Value ($000) $4,923 Shares 100,863 Est. Cost $62.58 Unrealized
ROST Ross Stores Inc 0.4%
Value ($000) $4,479 Shares 77,355 Est. Cost $38.09 Unrealized +32.2%
Agrium Inc 0.4%
Value ($000) $4,467 Shares 50,600 Est. Cost $96.18 Unrealized
MUSA Murphy USA Inc 0.4%
Value ($000) $4,392 Shares 71,476 Est. Cost $42.98 Unrealized +39.2%
LMT Lockheed Martin Corp 0.4%
Value ($000) $4,297 Shares 19,400 Est. Cost $148.07 Unrealized +11.6%
NSC Norfolk Southern Corp 0.4%
Value ($000) $4,197 Shares 50,415 Est. Cost $65.12 Unrealized -5.5%
MMM 3m Company 0.4%
Value ($000) $4,183 Shares 25,105 Est. Cost $90.68 Unrealized +2.3%
DE Deere Co 0.4%
Value ($000) $4,034 Shares 52,400 Est. Cost $68.94 Unrealized -3.8%
KHC Kraft Heinz Company 0.3%
Value ($000) $3,868 Shares 49,242 Est. Cost $47.70 Unrealized +1.3%
APD Air Products & Chemicals 0.3%
Value ($000) $3,861 Shares 26,800 Est. Cost $95.91 Unrealized -1.3%
Total SA 0.3%
Value ($000) $3,690 Shares 81,250 Est. Cost $49.69 Unrealized
Laboratory Corp of America 0.3%
Value ($000) $3,514 Shares 30,000 Est. Cost $117.13 Unrealized
Ensco PLC SHS CL A 0.3%
Value ($000) $3,324 Shares 320,548 Est. Cost $37.24 Unrealized
MAT Mattel, Inc. 0.3%
Value ($000) $3,170 Shares 94,300 Est. Cost $42.11 Unrealized -27.9%
MOS Mosaic Company 0.3%
Value ($000) $3,097 Shares 114,695 Est. Cost $42.34 Unrealized -49.0%
RL Ralph Lauren Corp 0.3%
Value ($000) $2,867 Shares 29,786 Est. Cost $96.42 Unrealized -16.8%
META Facebook Inc 0.2%
Value ($000) $2,746 Shares 24,066 Est. Cost $96.58 Unrealized +8.5%
CSX Csx Corp 0.2%
Value ($000) $2,318 Shares 90,000 Est. Cost $7.01 Unrealized 0.0%
PKX Posco 0.2%
Value ($000) $2,199 Shares 46,470 Est. Cost $74.05 Unrealized
FAST Fastenal Co 0.2%
Value ($000) $2,048 Shares 41,800 Est. Cost $7.73 Unrealized +8.5%
AXP American Express 0.2%
Value ($000) $1,946 Shares 31,700 Est. Cost $67.65 Unrealized -25.4%
BLBD Blue Bird Corporation 0.2%
Value ($000) $1,768 Shares 162,990 Est. Cost $10.14 Unrealized -5.2%
VSEC VSE Corp 0.2%
Value ($000) $1,715 Shares 25,268 Est. Cost $25.27 Unrealized +11.1%
DIT Amcon Distributing Co 0.1%
Value ($000) $1,631 Shares 20,368 Est. Cost $64.28 Unrealized +1.6%
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,612 Shares 84,787 Est. Cost $20.17 Unrealized
Countrywide PLC 0.1%
Value ($000) $1,579 Shares 284,845 Est. Cost $6.78 Unrealized
Creston PLC 0.1%
Value ($000) $1,544 Shares 1,013,175 Est. Cost $1.85 Unrealized
HomeServe 0.1%
Value ($000) $1,539 Shares 248,675 Est. Cost $6.15 Unrealized
Leucadia National Corp 0.1%
Value ($000) $1,517 Shares 93,825 Est. Cost $23.16 Unrealized
Echelon Financial Holdings Inc 0.1%
Value ($000) $1,479 Shares 144,350 Est. Cost $11.54 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,459 Shares 283,316 Est. Cost $7.33 Unrealized -31.4%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,410 Shares 800,175 Est. Cost $2.98 Unrealized -42.6%
Nicholas Financial Inc 0.1%
Value ($000) $1,351 Shares 125,185 Est. Cost $12.67 Unrealized
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,036 Shares 54,106 Est. Cost $30.04 Unrealized -37.0%
AJMPF Ashmore Group PLC 0.1%
Value ($000) $982 Shares 237,605 Est. Cost $2.81 Unrealized -27.8%
Patriot Transportation 0.1%
Value ($000) $816 Shares 40,354 Est. Cost $20.22 Unrealized
NRC National Research Corp Class A 0.0%
Value ($000) $463 Shares 29,790 Est. Cost $14.66 Unrealized 0.0%
DTD Wisdom Tree Dividend Fund 0.0%
Value ($000) $357 Shares 4,810 Est. Cost $67.94 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $256 Shares 13,882 Est. Cost $13.91 Unrealized -7.6%
CLX Clorox Co Del Com 0.0%
Value ($000) $255 Shares 2,020 Est. Cost $83.86 Unrealized +14.6%
Civeo Corp 0.0%
Value ($000) $17 Shares 13,950 Est. Cost $1.46 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $1 Shares 14,000 Est. Cost Unrealized