Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $1,339,812 (100.0% shares, 0.0% debt)

Holdings (128)

MSFT Microsoft Corp 2.3%
Value ($000) $30,970 Shares 498,398 Est. Cost $32.55 Unrealized +65.7%
JNJ Johnson And Johnson 2.2%
Value ($000) $28,939 Shares 251,183 Est. Cost $63.90 Unrealized +40.4%
CSCO Cisco Systems Inc 2.1%
Value ($000) $28,510 Shares 943,417 Est. Cost $18.02 Unrealized +27.9%
INTC Intel Corp 2.1%
Value ($000) $27,876 Shares 768,579 Est. Cost $22.11 Unrealized +31.9%
PFE Pfizer Inc 2.1%
Value ($000) $27,778 Shares 855,233 Est. Cost $18.07 Unrealized +13.5%
XOM Exxon Mobil Corp 2.0%
Value ($000) $26,480 Shares 293,370 Est. Cost $56.70 Unrealized +2.6%
OXY Occidental Petroleum Corp 1.8%
Value ($000) $24,106 Shares 338,420 Est. Cost $54.97 Unrealized +0.0%
KSS Kohls Corp 1.7%
Value ($000) $23,244 Shares 470,710 Est. Cost $47.27 Unrealized +4.7%
LLY Eli Lilly & Co 1.7%
Value ($000) $22,933 Shares 311,800 Est. Cost $50.28 Unrealized +27.7%
T AT&T Corp 1.7%
Value ($000) $22,669 Shares 533,009 Est. Cost $12.30 Unrealized +25.7%
CAT Caterpillar Inc Del 1.7%
Value ($000) $22,241 Shares 239,825 Est. Cost $64.52 Unrealized +14.3%
Royal Dutch Shell 1.6%
Value ($000) $21,223 Shares 390,280 Est. Cost $58.81 Unrealized
MCD Mcdonalds Corp Com 1.6%
Value ($000) $20,996 Shares 172,498 Est. Cost $78.41 Unrealized +20.3%
WFC Wells Fargo & Co New Del 1.5%
Value ($000) $20,425 Shares 370,624 Est. Cost $34.83 Unrealized +12.0%
VZ Verizon Communications Com 1.5%
Value ($000) $20,189 Shares 378,210 Est. Cost $28.50 Unrealized +8.7%
MRK Merck & Company, Inc 1.5%
Value ($000) $20,169 Shares 342,600 Est. Cost $32.74 Unrealized +34.7%
BB&T Corporation 1.5%
Value ($000) $20,164 Shares 428,845 Est. Cost $35.43 Unrealized
JPM JP Morgan Chase & Co 1.5%
Value ($000) $20,039 Shares 232,225 Est. Cost $41.33 Unrealized +44.9%
PM Philip Morris Intl Inc 1.5%
Value ($000) $19,841 Shares 216,860 Est. Cost $51.71 Unrealized +12.6%
BP Bp Plc Spon Adr 1.5%
Value ($000) $19,707 Shares 527,220 Est. Cost $38.35 Unrealized
DRI Darden Restaurants Inc 1.4%
Value ($000) $19,274 Shares 265,050 Est. Cost $39.56 Unrealized +36.3%
AFL Aflac Inc 1.4%
Value ($000) $19,203 Shares 275,898 Est. Cost $24.51 Unrealized +16.1%
General Electric 1.4%
Value ($000) $19,096 Shares 604,304 Est. Cost $28.34 Unrealized
PAYX Paychex Inc 1.4%
Value ($000) $18,955 Shares 311,350 Est. Cost $31.77 Unrealized +38.3%
Glaxosmithkline PLC 1.4%
Value ($000) $18,831 Shares 489,000 Est. Cost $46.05 Unrealized
IBM Intl Business Machines Corp Ibm 1.4%
Value ($000) $18,819 Shares 113,375 Est. Cost $94.92 Unrealized +8.6%
AAPL Apple Computer 1.4%
Value ($000) $18,466 Shares 159,435 Est. Cost $23.17 Unrealized +12.6%
Sanofi-Aventis 1.4%
Value ($000) $18,267 Shares 451,700 Est. Cost $38.58 Unrealized
CVX Chevron Corp 1.4%
Value ($000) $18,111 Shares 153,875 Est. Cost $70.23 Unrealized +5.1%
TGT Target Corp Com 1.3%
Value ($000) $17,920 Shares 248,100 Est. Cost $50.88 Unrealized +8.8%
GPC Genuine Parts Co 1.3%
Value ($000) $17,895 Shares 187,300 Est. Cost $67.41 Unrealized +8.4%
PG Procter & Gamble Co 1.3%
Value ($000) $17,350 Shares 206,347 Est. Cost $62.89 Unrealized +6.2%
ETN Eaton Corp 1.3%
Value ($000) $16,860 Shares 251,300 Est. Cost $50.92 Unrealized +6.4%
Maxim Integrated Prods 1.3%
Value ($000) $16,805 Shares 435,700 Est. Cost $33.81 Unrealized
UPS United Parcel Service 1.2%
Value ($000) $15,923 Shares 138,900 Est. Cost $65.93 Unrealized +21.8%
CA INC 1.2%
Value ($000) $15,796 Shares 497,200 Est. Cost $29.39 Unrealized
MOS Mosaic Company 1.1%
Value ($000) $15,208 Shares 518,505 Est. Cost $27.01 Unrealized -15.2%
KO Coca Cola Company 1.1%
Value ($000) $15,065 Shares 363,360 Est. Cost $29.35 Unrealized +6.3%
AEP American Electric Power Co 1.1%
Value ($000) $14,377 Shares 228,350 Est. Cost $32.72 Unrealized +36.6%
SO Southern Company 1.1%
Value ($000) $14,333 Shares 291,390 Est. Cost $28.55 Unrealized +17.5%
PEP Pepsico Inc 1.1%
Value ($000) $14,283 Shares 136,510 Est. Cost $67.40 Unrealized +17.7%
TROW Price T Rowe Group Inc 1.0%
Value ($000) $13,788 Shares 183,200 Est. Cost $50.47 Unrealized +0.3%
MUR Murphy Oil Corp 1.0%
Value ($000) $12,908 Shares 414,650 Est. Cost $25.20 Unrealized -13.7%
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $12,761 Shares 184,622 Est. Cost $19.78 Unrealized +0.7%
KMB Kimberly Clark Corp 0.9%
Value ($000) $12,622 Shares 110,600 Est. Cost $73.14 Unrealized +15.6%
RY Royal Bank of Canada 0.9%
Value ($000) $12,344 Shares 182,300 Est. Cost $61.83 Unrealized +4.8%
DUK Duke Energy Corp New 0.9%
Value ($000) $12,241 Shares 157,708 Est. Cost $46.46 Unrealized +13.4%
PPL PPL Corp 0.9%
Value ($000) $12,166 Shares 357,300 Est. Cost $19.33 Unrealized +15.3%
EMR Emerson Elec Co 0.9%
Value ($000) $12,081 Shares 216,700 Est. Cost $43.79 Unrealized -2.1%
ADP Automatic Data Proc 0.9%
Value ($000) $11,933 Shares 116,100 Est. Cost $66.40 Unrealized +15.6%
FE First Energy Corp 0.9%
Value ($000) $11,651 Shares 376,200 Est. Cost $22.42 Unrealized -2.2%
HAS Hasbro Inc 0.9%
Value ($000) $11,513 Shares 148,000 Est. Cost $50.59 Unrealized +19.6%
VOD Vodafone Group 0.9%
Value ($000) $11,406 Shares 466,900 Est. Cost $31.37 Unrealized
GIS General Mills Inc 0.8%
Value ($000) $11,088 Shares 179,500 Est. Cost $38.04 Unrealized +18.0%
Torchmark Corp 0.8%
Value ($000) $10,543 Shares 142,943 Est. Cost $60.32 Unrealized
CBRL Cracker Barrel 0.8%
Value ($000) $10,236 Shares 61,300 Est. Cost $88.85 Unrealized +15.4%
RGA Reinsurance Group of America 0.7%
Value ($000) $9,482 Shares 75,352 Est. Cost $75.04 Unrealized +56.3%
DLB Dolby Laboratories Inc CL A 0.7%
Value ($000) $9,396 Shares 207,925 Est. Cost $30.32 Unrealized +40.5%
CB CHUBB LTD 0.7%
Value ($000) $9,159 Shares 69,327 Est. Cost $96.06 Unrealized +12.8%
TRV Travelers Cos Inc 0.7%
Value ($000) $9,133 Shares 74,600 Est. Cost $90.36 Unrealized +3.4%
DG Dollar General Corp 0.7%
Value ($000) $9,002 Shares 121,539 Est. Cost $55.52 Unrealized +16.9%
BMY Bristol-Myers Squibb Co 0.7%
Value ($000) $8,890 Shares 152,130 Est. Cost $45.28 Unrealized -12.7%
BA Boeing Company 0.7%
Value ($000) $8,874 Shares 57,000 Est. Cost $118.39 Unrealized +14.0%
DOX Amdocs Ltd 0.7%
Value ($000) $8,861 Shares 152,126 Est. Cost $31.27 Unrealized +58.2%
TXN Texas Instruments Inc 0.7%
Value ($000) $8,843 Shares 121,183 Est. Cost $31.64 Unrealized +75.3%
USB Us Bancorp (new) 0.7%
Value ($000) $8,833 Shares 171,950 Est. Cost $29.46 Unrealized +14.6%
MSM MSC Industrial Direct Co 0.6%
Value ($000) $8,495 Shares 91,950 Est. Cost $80.10 Unrealized +3.0%
QCOM Qualcom Inc 0.6%
Value ($000) $8,241 Shares 126,400 Est. Cost $47.28 Unrealized +10.5%
LMT Lockheed Martin Corp 0.6%
Value ($000) $7,973 Shares 31,900 Est. Cost $167.71 Unrealized +16.8%
MET Metlife Inc 0.6%
Value ($000) $7,933 Shares 147,200 Est. Cost $30.60 Unrealized +10.2%
Total SA 0.6%
Value ($000) $7,750 Shares 152,050 Est. Cost $49.07 Unrealized
Kellogg 0.6%
Value ($000) $7,579 Shares 102,825 Est. Cost $45.86 Unrealized +9.1%
AAP Advance Auto Parts 0.5%
Value ($000) $7,271 Shares 42,995 Est. Cost $130.20 Unrealized +5.9%
WLY John Wiley & Sons Inc Class A 0.5%
Value ($000) $7,259 Shares 133,190 Est. Cost $29.02 Unrealized +38.5%
AXP American Express 0.5%
Value ($000) $7,095 Shares 95,780 Est. Cost $61.28 Unrealized -0.5%
Varian Medical Sys Inc 0.5%
Value ($000) $6,810 Shares 75,850 Est. Cost $85.58 Unrealized
MDT Medtronic PLC SHS 0.5%
Value ($000) $6,791 Shares 95,340 Est. Cost $58.14 Unrealized +7.3%
Apache Corp 0.5%
Value ($000) $6,623 Shares 104,343 Est. Cost $62.62 Unrealized
IFF International Flavors & Fragrances 0.5%
Value ($000) $6,572 Shares 55,773 Est. Cost $62.27 Unrealized +60.3%
Ensco PLC SHS CL A 0.5%
Value ($000) $6,446 Shares 663,132 Est. Cost $22.76 Unrealized
SYY Sysco Corporation 0.5%
Value ($000) $6,373 Shares 115,100 Est. Cost $28.50 Unrealized +43.7%
Nordstrom Inc 0.5%
Value ($000) $6,279 Shares 131,000 Est. Cost $38.71 Unrealized
RCI Rogers Communications 0.5%
Value ($000) $6,101 Shares 158,130 Est. Cost $41.22 Unrealized -4.2%
NUE Nucor Corporation 0.5%
Value ($000) $6,035 Shares 101,400 Est. Cost $37.46 Unrealized +21.8%
COP Conocophillips 0.4%
Value ($000) $5,783 Shares 115,335 Est. Cost $37.32 Unrealized -6.8%
FAST Fastenal Co 0.4%
Value ($000) $5,750 Shares 122,400 Est. Cost $8.39 Unrealized +3.1%
ABBNY ABB LTD 0.4%
Value ($000) $5,693 Shares 270,200 Est. Cost $22.50 Unrealized
KR Kroger Co 0.4%
Value ($000) $5,281 Shares 153,020 Est. Cost $27.40 Unrealized -1.6%
APD Air Products & Chemicals 0.4%
Value ($000) $5,264 Shares 36,600 Est. Cost $103.53 Unrealized +7.8%
Harris Corporation 0.4%
Value ($000) $5,246 Shares 51,200 Est. Cost $71.92 Unrealized
KHC Kraft Heinz Company 0.4%
Value ($000) $5,112 Shares 58,542 Est. Cost $48.77 Unrealized +15.8%
MAT Mattel, Inc. 0.4%
Value ($000) $5,072 Shares 184,100 Est. Cost $36.88 Unrealized -17.5%
WM Waste Management Inc New 0.3%
Value ($000) $4,673 Shares 65,895 Est. Cost $42.46 Unrealized +33.8%
MUSA Murphy USA Inc 0.3%
Value ($000) $4,456 Shares 72,497 Est. Cost $42.98 Unrealized +52.2%
MMM 3m Company 0.3%
Value ($000) $4,304 Shares 24,105 Est. Cost $91.00 Unrealized +16.7%
Healthcare Realty TR REIT 0.3%
Value ($000) $4,245 Shares 140,000 Est. Cost $30.32 Unrealized
Laboratory Corp of America 0.3%
Value ($000) $3,923 Shares 30,560 Est. Cost $117.26 Unrealized
BHP BHP Billiton Ltd 0.3%
Value ($000) $3,628 Shares 101,385 Est. Cost $52.36 Unrealized
NSC Norfolk Southern Corp 0.2%
Value ($000) $3,136 Shares 29,015 Est. Cost $65.84 Unrealized +27.6%
META Facebook Inc 0.2%
Value ($000) $2,770 Shares 24,078 Est. Cost $96.58 Unrealized +26.3%
RL Ralph Lauren Corp 0.2%
Value ($000) $2,732 Shares 30,246 Est. Cost $96.42 Unrealized -12.4%
PKX Posco 0.2%
Value ($000) $2,435 Shares 46,330 Est. Cost $74.05 Unrealized
XEL Xcel Energy Inc 0.2%
Value ($000) $2,243 Shares 55,100 Est. Cost $30.75 Unrealized -2.0%
STRL Sterling Construction Co Inc 0.2%
Value ($000) $2,190 Shares 258,810 Est. Cost $7.31 Unrealized +9.5%
DIT Amcon Distributing Co 0.2%
Value ($000) $2,110 Shares 18,304 Est. Cost $66.34 Unrealized +20.5%
Leucadia National Corp 0.2%
Value ($000) $2,056 Shares 88,435 Est. Cost $23.16 Unrealized
BLBD Blue Bird Corporation 0.2%
Value ($000) $2,045 Shares 132,381 Est. Cost $10.23 Unrealized +52.2%
VSEC VSE Corp 0.1%
Value ($000) $1,944 Shares 50,056 Est. Cost $28.47 Unrealized +17.0%
Creston PLC 0.1%
Value ($000) $1,869 Shares 1,229,500 Est. Cost $1.76 Unrealized
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,868 Shares 1,070,695 Est. Cost $2.67 Unrealized -35.1%
DE Deere Co 0.1%
Value ($000) $1,736 Shares 16,850 Est. Cost $69.24 Unrealized +17.6%
CNRD Conrad Industries Inc 0.1%
Value ($000) $1,702 Shares 79,671 Est. Cost $27.70 Unrealized -18.6%
Span-America Medical Systems Inc. 0.1%
Value ($000) $1,652 Shares 90,567 Est. Cost $20.06 Unrealized
Patriot Transportation 0.1%
Value ($000) $1,629 Shares 74,300 Est. Cost $20.34 Unrealized
Echelon Financial Holdings Inc 0.1%
Value ($000) $1,264 Shares 152,744 Est. Cost $11.28 Unrealized
National Research Corp Class B 0.1%
Value ($000) $1,234 Shares 29,609 Est. Cost $34.69 Unrealized
HomeServe 0.1%
Value ($000) $1,219 Shares 159,179 Est. Cost $7.57 Unrealized
Agrium Inc 0.1%
Value ($000) $1,176 Shares 11,700 Est. Cost $100.51 Unrealized
Nicholas Financial Inc 0.1%
Value ($000) $1,157 Shares 97,325 Est. Cost $12.40 Unrealized
HLTFF Hilton Food Group 0.1%
Value ($000) $1,064 Shares 138,700 Est. Cost $7.67 Unrealized
NRC National Research Corp Class A 0.1%
Value ($000) $829 Shares 43,610 Est. Cost $14.63 Unrealized +12.8%
Spectra Energy Corp 0.1%
Value ($000) $826 Shares 20,110 Est. Cost $41.07 Unrealized
AJMPF Ashmore Group PLC 0.1%
Value ($000) $749 Shares 214,520 Est. Cost $2.61 Unrealized -6.8%
SEB Seaboard Corp 0.1%
Value ($000) $719 Shares 182 Est. Cost $3083.23 Unrealized +20.0%
FLO Flowers Foods Inc Com 0.0%
Value ($000) $277 Shares 13,882 Est. Cost $13.91 Unrealized -17.4%
Civeo Corp 0.0%
Value ($000) $31 Shares 13,950 Est. Cost $1.46 Unrealized
Mycelx Technologies Corp .02 USD Par Ordinary 0.0%
Value ($000) $4 Shares 10,360 Est. Cost $0.39 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized