Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 11, 2016

Total Value ($000): $1,173,905 (100.0% shares, 0.0% debt)

Holdings (125)

CSCO Cisco Systems Inc 2.5%
Value ($000) $29,271 Shares 1,020,252 Est. Cost $16.43 Unrealized +26.9%
JNJ Johnson And Johnson 2.5%
Value ($000) $28,903 Shares 238,278 Est. Cost $62.17 Unrealized +40.0%
MSFT Microsoft Corp 2.3%
Value ($000) $26,863 Shares 524,968 Est. Cost $32.55 Unrealized +41.3%
INTC Intel Corp 2.2%
Value ($000) $25,818 Shares 787,144 Est. Cost $21.94 Unrealized +14.4%
PFE Pfizer Inc 2.1%
Value ($000) $25,229 Shares 716,541 Est. Cost $17.52 Unrealized +20.2%
XOM Exxon Mobil Corp 2.0%
Value ($000) $23,122 Shares 246,660 Est. Cost $56.38 Unrealized +2.6%
BB&T Corporation 1.9%
Value ($000) $22,303 Shares 626,320 Est. Cost $35.43 Unrealized
KSS Kohls Corp 1.9%
Value ($000) $22,100 Shares 582,800 Est. Cost $47.27 Unrealized -15.9%
T AT&T Corp 1.8%
Value ($000) $21,707 Shares 502,365 Est. Cost $11.81 Unrealized +28.0%
MRK Merck & Company, Inc 1.7%
Value ($000) $19,991 Shares 347,000 Est. Cost $31.70 Unrealized +24.6%
LLY Eli Lilly & Co 1.7%
Value ($000) $19,821 Shares 251,700 Est. Cost $46.33 Unrealized +38.3%
AFL Aflac Inc 1.7%
Value ($000) $19,630 Shares 272,037 Est. Cost $20.92 Unrealized +30.4%
OXY Occidental Petroleum Corp 1.7%
Value ($000) $19,419 Shares 256,995 Est. Cost $54.45 Unrealized +4.2%
TGT Target Corp Com 1.6%
Value ($000) $18,481 Shares 264,700 Est. Cost $50.77 Unrealized +10.5%
Glaxosmithkline PLC 1.5%
Value ($000) $17,700 Shares 408,400 Est. Cost $47.39 Unrealized
DRI Darden Restaurants Inc 1.5%
Value ($000) $17,612 Shares 278,050 Est. Cost $38.97 Unrealized +27.8%
USB Us Bancorp (new) 1.5%
Value ($000) $17,269 Shares 428,200 Est. Cost $29.46 Unrealized -1.0%
PAYX Paychex Inc 1.5%
Value ($000) $17,091 Shares 287,250 Est. Cost $30.72 Unrealized +30.8%
GPC Genuine Parts Co 1.4%
Value ($000) $16,676 Shares 164,700 Est. Cost $66.16 Unrealized +10.9%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $16,556 Shares 266,425 Est. Cost $41.33 Unrealized +16.9%
Royal Dutch Shell 1.4%
Value ($000) $16,478 Shares 298,405 Est. Cost $61.42 Unrealized
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $16,258 Shares 343,495 Est. Cost $34.44 Unrealized +8.1%
CAT Caterpillar Inc Del 1.4%
Value ($000) $16,092 Shares 212,270 Est. Cost $63.75 Unrealized -6.2%
PEP Pepsico Inc 1.4%
Value ($000) $15,913 Shares 150,210 Est. Cost $67.23 Unrealized +14.7%
PM Philip Morris Intl Inc 1.3%
Value ($000) $15,691 Shares 154,260 Est. Cost $48.70 Unrealized +26.1%
General Electric 1.3%
Value ($000) $15,228 Shares 483,733 Est. Cost $27.58 Unrealized
IBM Intl Business Machines Corp Ibm 1.3%
Value ($000) $14,950 Shares 98,500 Est. Cost $93.86 Unrealized +1.4%
MCD Mcdonalds Corp Com 1.3%
Value ($000) $14,910 Shares 123,898 Est. Cost $72.10 Unrealized +37.5%
BP Bp Plc Spon Adr 1.3%
Value ($000) $14,870 Shares 418,755 Est. Cost $39.12 Unrealized
SO Southern Company 1.2%
Value ($000) $14,396 Shares 268,440 Est. Cost $28.02 Unrealized +20.0%
VZ Verizon Communications Com 1.2%
Value ($000) $14,245 Shares 255,110 Est. Cost $26.91 Unrealized +17.0%
AEP American Electric Power Co 1.2%
Value ($000) $14,095 Shares 201,100 Est. Cost $30.93 Unrealized +50.8%
PG Procter & Gamble Co 1.2%
Value ($000) $14,047 Shares 165,900 Est. Cost $61.79 Unrealized +2.5%
CA INC 1.2%
Value ($000) $13,946 Shares 424,800 Est. Cost $28.86 Unrealized
UPS United Parcel Service 1.2%
Value ($000) $13,756 Shares 127,700 Est. Cost $64.86 Unrealized +12.7%
KO Coca Cola Company 1.2%
Value ($000) $13,672 Shares 301,600 Est. Cost $28.72 Unrealized +16.0%
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $13,328 Shares 182,522 Est. Cost $19.76 Unrealized -1.2%
HAS Hasbro Inc 1.1%
Value ($000) $12,481 Shares 148,600 Est. Cost $50.41 Unrealized +21.6%
ETN Eaton Corp 1.0%
Value ($000) $12,215 Shares 204,500 Est. Cost $50.04 Unrealized -0.5%
CVX Chevron Corp 1.0%
Value ($000) $11,539 Shares 110,075 Est. Cost $70.79 Unrealized -5.7%
AAPL Apple Computer 0.9%
Value ($000) $10,956 Shares 114,600 Est. Cost $22.62 Unrealized 0.0%
E.I. du Pont de Nemours and Company 0.9%
Value ($000) $10,757 Shares 166,000 Est. Cost $53.79 Unrealized
EMR Emerson Elec Co 0.9%
Value ($000) $10,448 Shares 200,300 Est. Cost $43.96 Unrealized -5.5%
FE First Energy Corp 0.9%
Value ($000) $10,159 Shares 291,000 Est. Cost $22.40 Unrealized +1.3%
GIS General Mills Inc 0.9%
Value ($000) $10,028 Shares 140,600 Est. Cost $35.08 Unrealized +29.5%
TXN Texas Instruments Inc 0.9%
Value ($000) $10,004 Shares 159,681 Est. Cost $31.64 Unrealized +44.3%
Linear Technology Corp 0.8%
Value ($000) $9,971 Shares 214,300 Est. Cost $45.18 Unrealized
DLB Dolby Laboratories Inc CL A 0.8%
Value ($000) $9,838 Shares 205,600 Est. Cost $30.12 Unrealized +33.3%
CB CHUBB LTD 0.8%
Value ($000) $9,777 Shares 74,800 Est. Cost $96.06 Unrealized +7.8%
DUK Duke Energy Corp New 0.8%
Value ($000) $9,710 Shares 113,186 Est. Cost $43.06 Unrealized +25.0%
NUE Nucor Corporation 0.8%
Value ($000) $9,655 Shares 195,400 Est. Cost $37.46 Unrealized +4.5%
ADP Automatic Data Proc 0.8%
Value ($000) $9,582 Shares 104,300 Est. Cost $65.31 Unrealized +9.9%
CBRL Cracker Barrel 0.8%
Value ($000) $9,517 Shares 55,500 Est. Cost $79.81 Unrealized +28.1%
TROW Price T Rowe Group Inc 0.8%
Value ($000) $9,333 Shares 127,900 Est. Cost $50.90 Unrealized +3.0%
KMB Kimberly Clark Corp 0.8%
Value ($000) $9,211 Shares 67,000 Est. Cost $63.35 Unrealized +48.3%
DG Dollar General Corp 0.8%
Value ($000) $9,191 Shares 97,779 Est. Cost $53.05 Unrealized +43.6%
Harris Corporation 0.8%
Value ($000) $9,003 Shares 107,900 Est. Cost $71.92 Unrealized
RY Royal Bank of Canada 0.8%
Value ($000) $8,905 Shares 150,700 Est. Cost $61.76 Unrealized -2.7%
Torchmark Corp 0.7%
Value ($000) $8,768 Shares 141,827 Est. Cost $60.28 Unrealized
PPL PPL Corp 0.7%
Value ($000) $8,766 Shares 232,200 Est. Cost $17.04 Unrealized +45.3%
Spectra Energy Corp 0.7%
Value ($000) $8,762 Shares 239,208 Est. Cost $34.71 Unrealized
Maxim Integrated Prods 0.7%
Value ($000) $8,705 Shares 243,900 Est. Cost $29.04 Unrealized
VOD Vodafone Group 0.7%
Value ($000) $8,671 Shares 280,700 Est. Cost $33.80 Unrealized
DOX Amdocs Ltd 0.7%
Value ($000) $8,618 Shares 149,305 Est. Cost $31.02 Unrealized +53.8%
MUR Murphy Oil Corp 0.7%
Value ($000) $8,457 Shares 266,360 Est. Cost $27.91 Unrealized -23.7%
FITB Fifth Third Bancorp 0.7%
Value ($000) $8,334 Shares 473,770 Est. Cost $13.14 Unrealized -2.9%
IFF International Flavors & Fragrances 0.7%
Value ($000) $8,289 Shares 65,753 Est. Cost $62.27 Unrealized +56.5%
MDT Medtronic PLC SHS 0.7%
Value ($000) $8,135 Shares 93,758 Est. Cost $58.01 Unrealized +9.5%
Nordstrom Inc 0.6%
Value ($000) $7,549 Shares 198,400 Est. Cost $38.05 Unrealized
MOS Mosaic Company 0.6%
Value ($000) $7,518 Shares 287,175 Est. Cost $30.24 Unrealized -26.6%
RGA Reinsurance Group of America 0.6%
Value ($000) $7,363 Shares 75,915 Est. Cost $75.04 Unrealized +27.8%
WLY John Wiley & Sons Inc Class A 0.6%
Value ($000) $6,993 Shares 134,015 Est. Cost $29.02 Unrealized +29.4%
AAP Advance Auto Parts 0.6%
Value ($000) $6,953 Shares 43,020 Est. Cost $130.20 Unrealized +3.9%
Total SA 0.6%
Value ($000) $6,578 Shares 136,750 Est. Cost $49.04 Unrealized
RCI Rogers Communications 0.6%
Value ($000) $6,577 Shares 162,785 Est. Cost $41.22 Unrealized -5.8%
MSM MSC Industrial Direct Co 0.5%
Value ($000) $6,330 Shares 89,710 Est. Cost $80.17 Unrealized -7.4%
Varian Medical Sys Inc 0.5%
Value ($000) $6,205 Shares 75,460 Est. Cost $85.53 Unrealized
BA Boeing Company 0.5%
Value ($000) $5,987 Shares 46,100 Est. Cost $116.71 Unrealized +1.6%
MAT Mattel, Inc. 0.5%
Value ($000) $5,807 Shares 185,600 Est. Cost $37.00 Unrealized -14.3%
Apache Corp 0.5%
Value ($000) $5,624 Shares 101,023 Est. Cost $62.58 Unrealized
SYY Sysco Corporation 0.5%
Value ($000) $5,592 Shares 110,200 Est. Cost $25.04 Unrealized +50.5%
MUSA Murphy USA Inc 0.5%
Value ($000) $5,309 Shares 71,586 Est. Cost $42.98 Unrealized +47.3%
QCOM Qualcom Inc 0.4%
Value ($000) $5,170 Shares 96,500 Est. Cost $47.44 Unrealized -15.1%
KHC Kraft Heinz Company 0.4%
Value ($000) $4,994 Shares 56,442 Est. Cost $48.45 Unrealized +10.6%
Kellogg 0.4%
Value ($000) $4,681 Shares 57,325 Est. Cost $39.63 Unrealized +28.5%
LMT Lockheed Martin Corp 0.4%
Value ($000) $4,666 Shares 18,800 Est. Cost $148.07 Unrealized +23.1%
Agrium Inc 0.4%
Value ($000) $4,630 Shares 51,200 Est. Cost $96.11 Unrealized
NSC Norfolk Southern Corp 0.4%
Value ($000) $4,496 Shares 52,815 Est. Cost $65.32 Unrealized +6.7%
FAST Fastenal Co 0.4%
Value ($000) $4,426 Shares 99,700 Est. Cost $8.39 Unrealized +5.7%
DE Deere Co 0.4%
Value ($000) $4,230 Shares 52,200 Est. Cost $68.94 Unrealized +1.5%
MMM 3m Company 0.4%
Value ($000) $4,134 Shares 23,605 Est. Cost $90.68 Unrealized +13.0%
Laboratory Corp of America 0.3%
Value ($000) $3,915 Shares 30,050 Est. Cost $117.13 Unrealized
COP Conocophillips 0.3%
Value ($000) $3,893 Shares 89,295 Est. Cost $38.13 Unrealized -14.0%
AXP American Express 0.3%
Value ($000) $3,864 Shares 63,600 Est. Cost $61.43 Unrealized -10.1%
ABBNY ABB LTD 0.3%
Value ($000) $3,782 Shares 190,700 Est. Cost $22.52 Unrealized
MET Metlife Inc 0.3%
Value ($000) $3,736 Shares 93,800 Est. Cost $33.07 Unrealized -14.9%
DGX Quest Diagnostics, Inc. 0.3%
Value ($000) $3,590 Shares 44,100 Est. Cost $55.45 Unrealized +13.6%
Ensco PLC SHS CL A 0.3%
Value ($000) $3,126 Shares 321,889 Est. Cost $37.24 Unrealized
BHP BHP Billiton Ltd 0.2%
Value ($000) $2,896 Shares 101,395 Est. Cost $52.36 Unrealized
META Facebook Inc 0.2%
Value ($000) $2,750 Shares 24,065 Est. Cost $96.58 Unrealized +18.5%
RL Ralph Lauren Corp 0.2%
Value ($000) $2,674 Shares 29,836 Est. Cost $96.42 Unrealized -20.7%
WM Waste Management Inc New 0.2%
Value ($000) $2,472 Shares 37,295 Est. Cost $31.54 Unrealized +60.6%
APD Air Products & Chemicals 0.2%
Value ($000) $2,429 Shares 17,100 Est. Cost $95.91 Unrealized +9.4%
CSX Csx Corp 0.2%
Value ($000) $2,376 Shares 91,100 Est. Cost $7.02 Unrealized +8.0%
XEL Xcel Energy Inc 0.2%
Value ($000) $2,311 Shares 51,600 Est. Cost $30.70 Unrealized 0.0%
PKX Posco 0.2%
Value ($000) $2,071 Shares 46,530 Est. Cost $74.05 Unrealized
BLBD Blue Bird Corporation 0.2%
Value ($000) $1,941 Shares 163,150 Est. Cost $10.14 Unrealized +7.4%
DIT Amcon Distributing Co 0.2%
Value ($000) $1,833 Shares 20,448 Est. Cost $64.28 Unrealized +10.3%
VSEC VSE Corp 0.1%
Value ($000) $1,690 Shares 25,303 Est. Cost $25.27 Unrealized +23.4%
TRV Travelers Cos Inc 0.1%
Value ($000) $1,643 Shares 13,800 Est. Cost $75.94 Unrealized +20.5%
Leucadia National Corp 0.1%
Value ($000) $1,628 Shares 93,925 Est. Cost $23.16 Unrealized
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,573 Shares 801,025 Est. Cost $2.98 Unrealized -37.9%
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,528 Shares 85,387 Est. Cost $20.17 Unrealized
STRL Sterling Construction Co Inc 0.1%
Value ($000) $1,408 Shares 286,666 Est. Cost $7.31 Unrealized -32.3%
Echelon Financial Holdings Inc 0.1%
Value ($000) $1,332 Shares 145,260 Est. Cost $11.54 Unrealized
Nicholas Financial Inc 0.1%
Value ($000) $1,287 Shares 125,185 Est. Cost $12.67 Unrealized
Creston PLC 0.1%
Value ($000) $1,276 Shares 1,103,385 Est. Cost $1.79 Unrealized
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,157 Shares 54,446 Est. Cost $30.04 Unrealized -31.0%
Patriot Transportation 0.1%
Value ($000) $1,035 Shares 53,229 Est. Cost $20.03 Unrealized
NRC National Research Corp Class A 0.0%
Value ($000) $560 Shares 40,870 Est. Cost $14.51 Unrealized -2.8%
National Research Corp Class B 0.0%
Value ($000) $442 Shares 13,329 Est. Cost $33.16 Unrealized
DTD Wisdom Tree Dividend Fund 0.0%
Value ($000) $367 Shares 4,713 Est. Cost $67.94 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $260 Shares 13,882 Est. Cost $13.91 Unrealized -8.5%
Civeo Corp 0.0%
Value ($000) $25 Shares 13,950 Est. Cost $1.46 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $1 Shares 14,000 Est. Cost Unrealized