Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $1,249,039 (100.0% shares, 0.0% debt)

Holdings (125)

MSFT Microsoft Corp 2.3%
Value ($000) $28,874 Shares 501,283 Est. Cost $32.55 Unrealized +54.5%
INTC Intel Corp 2.3%
Value ($000) $28,360 Shares 751,259 Est. Cost $21.94 Unrealized +30.4%
JNJ Johnson And Johnson 2.2%
Value ($000) $27,809 Shares 235,408 Est. Cost $62.17 Unrealized +50.5%
PFE Pfizer Inc 2.0%
Value ($000) $25,384 Shares 749,453 Est. Cost $17.72 Unrealized +25.6%
XOM Exxon Mobil Corp 1.9%
Value ($000) $24,129 Shares 276,455 Est. Cost $56.61 Unrealized +3.4%
KSS Kohls Corp 1.9%
Value ($000) $23,648 Shares 540,535 Est. Cost $47.27 Unrealized -11.4%
CSCO Cisco Systems Inc 1.8%
Value ($000) $22,757 Shares 717,432 Est. Cost $16.43 Unrealized +40.3%
OXY Occidental Petroleum Corp 1.8%
Value ($000) $22,756 Shares 312,070 Est. Cost $54.97 Unrealized +4.4%
CAT Caterpillar Inc Del 1.6%
Value ($000) $19,873 Shares 223,875 Est. Cost $63.87 Unrealized +3.3%
MRK Merck & Company, Inc 1.6%
Value ($000) $19,584 Shares 313,800 Est. Cost $31.70 Unrealized +38.0%
LLY Eli Lilly & Co 1.6%
Value ($000) $19,503 Shares 243,000 Est. Cost $46.33 Unrealized +48.0%
Royal Dutch Shell 1.5%
Value ($000) $19,283 Shares 385,130 Est. Cost $58.87 Unrealized
MCD Mcdonalds Corp Com 1.5%
Value ($000) $18,757 Shares 162,598 Est. Cost $77.44 Unrealized +22.1%
T AT&T Corp 1.5%
Value ($000) $18,738 Shares 461,403 Est. Cost $11.81 Unrealized +38.0%
TGT Target Corp Com 1.5%
Value ($000) $18,715 Shares 272,500 Est. Cost $50.88 Unrealized +6.8%
GPC Genuine Parts Co 1.5%
Value ($000) $18,453 Shares 183,700 Est. Cost $67.30 Unrealized +14.7%
DRI Darden Restaurants Inc 1.5%
Value ($000) $18,307 Shares 298,550 Est. Cost $39.56 Unrealized +20.5%
BB&T Corporation 1.5%
Value ($000) $18,216 Shares 482,917 Est. Cost $35.43 Unrealized
Glaxosmithkline PLC 1.5%
Value ($000) $18,197 Shares 421,900 Est. Cost $47.25 Unrealized
WFC Wells Fargo & Co New Del 1.5%
Value ($000) $18,182 Shares 410,624 Est. Cost $34.83 Unrealized +5.7%
BP Bp Plc Spon Adr 1.5%
Value ($000) $18,163 Shares 516,595 Est. Cost $38.37 Unrealized
PG Procter & Gamble Co 1.4%
Value ($000) $17,928 Shares 199,750 Est. Cost $62.76 Unrealized +7.6%
IBM Intl Business Machines Corp Ibm 1.4%
Value ($000) $17,676 Shares 111,275 Est. Cost $94.77 Unrealized +7.4%
USB Us Bancorp (new) 1.4%
Value ($000) $17,274 Shares 402,750 Est. Cost $29.46 Unrealized +1.7%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $17,235 Shares 258,825 Est. Cost $41.33 Unrealized +23.0%
Maxim Integrated Prods 1.4%
Value ($000) $17,070 Shares 427,500 Est. Cost $33.72 Unrealized
AAPL Apple Computer 1.4%
Value ($000) $17,052 Shares 150,835 Est. Cost $23.00 Unrealized +5.3%
PAYX Paychex Inc 1.4%
Value ($000) $17,011 Shares 293,950 Est. Cost $31.05 Unrealized +46.0%
PM Philip Morris Intl Inc 1.3%
Value ($000) $16,339 Shares 168,060 Est. Cost $49.82 Unrealized +25.0%
VZ Verizon Communications Com 1.3%
Value ($000) $15,938 Shares 306,610 Est. Cost $27.92 Unrealized +17.9%
CVX Chevron Corp 1.2%
Value ($000) $15,549 Shares 151,075 Est. Cost $70.16 Unrealized -2.4%
CA INC 1.2%
Value ($000) $15,323 Shares 463,200 Est. Cost $29.21 Unrealized
KO Coca Cola Company 1.2%
Value ($000) $15,098 Shares 356,760 Est. Cost $29.32 Unrealized +11.1%
UPS United Parcel Service 1.2%
Value ($000) $14,873 Shares 136,000 Est. Cost $65.62 Unrealized +17.7%
General Electric 1.2%
Value ($000) $14,763 Shares 498,404 Est. Cost $27.64 Unrealized
PEP Pepsico Inc 1.2%
Value ($000) $14,637 Shares 134,570 Est. Cost $67.23 Unrealized +20.6%
SO Southern Company 1.2%
Value ($000) $14,492 Shares 282,490 Est. Cost $28.39 Unrealized +25.4%
Sanofi-Aventis 1.1%
Value ($000) $14,287 Shares 374,100 Est. Cost $38.19 Unrealized
AEP American Electric Power Co 1.1%
Value ($000) $13,532 Shares 210,750 Est. Cost $31.72 Unrealized +52.3%
ETN Eaton Corp 1.0%
Value ($000) $12,991 Shares 197,700 Est. Cost $50.04 Unrealized +5.7%
FITB Fifth Third Bancorp 1.0%
Value ($000) $12,728 Shares 622,070 Est. Cost $13.30 Unrealized +4.0%
MUR Murphy Oil Corp 1.0%
Value ($000) $12,432 Shares 408,945 Est. Cost $25.25 Unrealized -19.6%
EMR Emerson Elec Co 1.0%
Value ($000) $12,118 Shares 222,300 Est. Cost $43.79 Unrealized -3.4%
PPL PPL Corp 1.0%
Value ($000) $12,113 Shares 350,400 Est. Cost $19.27 Unrealized +22.7%
CBRL Cracker Barrel 1.0%
Value ($000) $11,979 Shares 90,600 Est. Cost $88.85 Unrealized +16.1%
TROW Price T Rowe Group Inc 1.0%
Value ($000) $11,963 Shares 179,900 Est. Cost $50.47 Unrealized -2.1%
VOD Vodafone Group 1.0%
Value ($000) $11,940 Shares 409,600 Est. Cost $32.34 Unrealized
MOS Mosaic Company 0.9%
Value ($000) $11,777 Shares 481,460 Est. Cost $27.32 Unrealized -15.8%
HAS Hasbro Inc 0.9%
Value ($000) $11,527 Shares 145,300 Est. Cost $50.41 Unrealized +17.4%
DUK Duke Energy Corp New 0.9%
Value ($000) $11,374 Shares 142,105 Est. Cost $45.78 Unrealized +23.2%
WMT Wal-Mart Stores Inc 0.9%
Value ($000) $11,303 Shares 156,722 Est. Cost $19.76 Unrealized +4.3%
FE First Energy Corp 0.9%
Value ($000) $11,108 Shares 335,800 Est. Cost $22.48 Unrealized +2.4%
DLB Dolby Laboratories Inc CL A 0.9%
Value ($000) $11,106 Shares 204,565 Est. Cost $30.12 Unrealized +46.5%
RY Royal Bank of Canada 0.9%
Value ($000) $10,874 Shares 175,500 Est. Cost $61.72 Unrealized -0.4%
GIS General Mills Inc 0.9%
Value ($000) $10,840 Shares 169,700 Est. Cost $37.64 Unrealized +32.8%
Nordstrom Inc 0.9%
Value ($000) $10,807 Shares 208,300 Est. Cost $38.71 Unrealized
KMB Kimberly Clark Corp 0.9%
Value ($000) $10,697 Shares 84,800 Est. Cost $69.68 Unrealized +34.2%
TXN Texas Instruments Inc 0.8%
Value ($000) $10,420 Shares 148,482 Est. Cost $31.64 Unrealized +66.4%
AFL Aflac Inc 0.8%
Value ($000) $10,396 Shares 144,647 Est. Cost $20.92 Unrealized +39.7%
QCOM Qualcom Inc 0.8%
Value ($000) $9,590 Shares 140,000 Est. Cost $47.28 Unrealized -0.8%
ADP Automatic Data Proc 0.8%
Value ($000) $9,499 Shares 107,700 Est. Cost $65.59 Unrealized +13.0%
Torchmark Corp 0.7%
Value ($000) $9,166 Shares 143,460 Est. Cost $60.32 Unrealized
DOX Amdocs Ltd 0.7%
Value ($000) $8,753 Shares 151,310 Est. Cost $31.27 Unrealized +57.4%
CB CHUBB LTD 0.7%
Value ($000) $8,681 Shares 69,085 Est. Cost $96.06 Unrealized +11.6%
MDT Medtronic PLC SHS 0.7%
Value ($000) $8,199 Shares 94,894 Est. Cost $58.14 Unrealized +18.3%
RGA Reinsurance Group of America 0.7%
Value ($000) $8,175 Shares 75,735 Est. Cost $75.04 Unrealized +36.0%
IFF International Flavors & Fragrances 0.6%
Value ($000) $7,912 Shares 55,338 Est. Cost $62.27 Unrealized +72.2%
NUE Nucor Corporation 0.6%
Value ($000) $7,546 Shares 152,600 Est. Cost $37.46 Unrealized +10.0%
Varian Medical Sys Inc 0.6%
Value ($000) $7,458 Shares 74,930 Est. Cost $85.53 Unrealized
MET Metlife Inc 0.6%
Value ($000) $7,384 Shares 166,200 Est. Cost $30.60 Unrealized -10.5%
Kellogg 0.6%
Value ($000) $7,238 Shares 93,425 Est. Cost $45.44 Unrealized +20.3%
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $7,135 Shares 132,329 Est. Cost $46.14 Unrealized 0.0%
BA Boeing Company 0.6%
Value ($000) $7,035 Shares 53,400 Est. Cost $117.27 Unrealized +3.0%
Total SA 0.6%
Value ($000) $6,890 Shares 144,450 Est. Cost $48.97 Unrealized
RCI Rogers Communications 0.5%
Value ($000) $6,857 Shares 161,650 Est. Cost $41.22 Unrealized +4.1%
WLY John Wiley & Sons Inc Class A 0.5%
Value ($000) $6,849 Shares 132,705 Est. Cost $29.02 Unrealized +41.3%
DG Dollar General Corp 0.5%
Value ($000) $6,734 Shares 96,209 Est. Cost $53.05 Unrealized +41.5%
MSM MSC Industrial Direct Co 0.5%
Value ($000) $6,667 Shares 90,815 Est. Cost $80.07 Unrealized -9.3%
Apache Corp 0.5%
Value ($000) $6,630 Shares 103,803 Est. Cost $62.62 Unrealized
AAP Advance Auto Parts 0.5%
Value ($000) $6,379 Shares 42,780 Est. Cost $130.20 Unrealized +7.6%
ABBNY ABB LTD 0.5%
Value ($000) $6,012 Shares 267,100 Est. Cost $22.52 Unrealized
DE Deere Co 0.5%
Value ($000) $5,637 Shares 66,050 Est. Cost $69.24 Unrealized +1.6%
MAT Mattel, Inc. 0.4%
Value ($000) $5,477 Shares 180,800 Est. Cost $37.00 Unrealized -11.6%
NSC Norfolk Southern Corp 0.4%
Value ($000) $5,408 Shares 55,715 Est. Cost $65.84 Unrealized +14.2%
KHC Kraft Heinz Company 0.4%
Value ($000) $5,151 Shares 57,542 Est. Cost $48.63 Unrealized +19.3%
MUSA Murphy USA Inc 0.4%
Value ($000) $5,140 Shares 72,035 Est. Cost $42.98 Unrealized +68.9%
FAST Fastenal Co 0.4%
Value ($000) $5,018 Shares 120,100 Est. Cost $8.38 Unrealized -0.7%
APD Air Products & Chemicals 0.4%
Value ($000) $5,006 Shares 33,300 Est. Cost $102.72 Unrealized +7.0%
Harris Corporation 0.4%
Value ($000) $4,791 Shares 52,300 Est. Cost $71.92 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $4,579 Shares 19,100 Est. Cost $148.80 Unrealized +30.9%
KR Kroger Co 0.4%
Value ($000) $4,518 Shares 152,230 Est. Cost $27.40 Unrealized 0.0%
SYY Sysco Corporation 0.4%
Value ($000) $4,416 Shares 90,100 Est. Cost $25.04 Unrealized +60.7%
Ensco PLC SHS CL A 0.3%
Value ($000) $4,217 Shares 496,113 Est. Cost $27.15 Unrealized
MMM 3m Company 0.3%
Value ($000) $4,160 Shares 23,605 Est. Cost $90.68 Unrealized +20.4%
Laboratory Corp of America 0.3%
Value ($000) $4,153 Shares 30,210 Est. Cost $117.13 Unrealized
AXP American Express 0.3%
Value ($000) $4,109 Shares 64,170 Est. Cost $61.43 Unrealized -8.3%
COP Conocophillips 0.3%
Value ($000) $3,955 Shares 90,990 Est. Cost $38.00 Unrealized -18.1%
BHP BHP Billiton Ltd 0.3%
Value ($000) $3,493 Shares 100,800 Est. Cost $52.36 Unrealized
META Facebook Inc 0.2%
Value ($000) $3,088 Shares 24,078 Est. Cost $96.58 Unrealized +27.6%
RL Ralph Lauren Corp 0.2%
Value ($000) $3,045 Shares 30,111 Est. Cost $96.42 Unrealized -13.8%
WM Waste Management Inc New 0.2%
Value ($000) $2,384 Shares 37,395 Est. Cost $31.54 Unrealized +74.9%
PKX Posco 0.2%
Value ($000) $2,357 Shares 46,145 Est. Cost $74.05 Unrealized
TRV Travelers Cos Inc 0.2%
Value ($000) $2,325 Shares 20,300 Est. Cost $82.13 Unrealized +16.0%
XEL Xcel Energy Inc 0.2%
Value ($000) $2,226 Shares 54,100 Est. Cost $30.76 Unrealized +4.0%
STRL Sterling Construction Co Inc 0.2%
Value ($000) $1,994 Shares 257,654 Est. Cost $7.31 Unrealized -13.5%
BLBD Blue Bird Corporation 0.2%
Value ($000) $1,904 Shares 130,345 Est. Cost $10.14 Unrealized +38.0%
Leucadia National Corp 0.1%
Value ($000) $1,788 Shares 93,925 Est. Cost $23.16 Unrealized
VSEC VSE Corp 0.1%
Value ($000) $1,720 Shares 50,606 Est. Cost $28.47 Unrealized +11.3%
Echelon Financial Holdings Inc 0.1%
Value ($000) $1,695 Shares 172,010 Est. Cost $11.28 Unrealized
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,613 Shares 65,286 Est. Cost $28.84 Unrealized -21.0%
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,570 Shares 85,387 Est. Cost $20.17 Unrealized
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,463 Shares 801,025 Est. Cost $2.98 Unrealized -39.7%
DIT Amcon Distributing Co 0.1%
Value ($000) $1,446 Shares 15,902 Est. Cost $64.28 Unrealized +18.2%
Nicholas Financial Inc 0.1%
Value ($000) $1,440 Shares 140,725 Est. Cost $12.40 Unrealized
Creston PLC 0.1%
Value ($000) $1,367 Shares 1,074,210 Est. Cost $1.79 Unrealized
Patriot Transportation 0.1%
Value ($000) $1,334 Shares 65,078 Est. Cost $20.12 Unrealized
National Research Corp Class B 0.1%
Value ($000) $977 Shares 27,754 Est. Cost $34.22 Unrealized
NRC National Research Corp Class A 0.1%
Value ($000) $666 Shares 40,870 Est. Cost $14.51 Unrealized +8.3%
AJMPF Ashmore Group PLC 0.0%
Value ($000) $622 Shares 135,440 Est. Cost $2.71 Unrealized 0.0%
HomeServe 0.0%
Value ($000) $595 Shares 79,539 Est. Cost $7.48 Unrealized
SEB Seaboard Corp 0.0%
Value ($000) $588 Shares 171 Est. Cost $3043.48 Unrealized 0.0%
DTD Wisdom Tree Dividend Fund 0.0%
Value ($000) $331 Shares 4,241 Est. Cost $67.94 Unrealized
FLO Flowers Foods Inc Com 0.0%
Value ($000) $210 Shares 13,882 Est. Cost $13.91 Unrealized -17.7%
Civeo Corp 0.0%
Value ($000) $16 Shares 13,950 Est. Cost $1.46 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized