Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value ($000): $1,334,007 (100.0% shares, 0.0% debt)

Holdings (124)

MSFT Microsoft Corp 2.4%
Value ($000) $31,975 Shares 485,496 Est. Cost $32.55 Unrealized +77.7%
JNJ Johnson And Johnson 2.4%
Value ($000) $31,617 Shares 253,853 Est. Cost $64.21 Unrealized +45.5%
Cisco Systems Inc 2.3%
Value ($000) $30,660 Shares 907,097 Est. Cost $33.80 Unrealized
PFE Pfizer Inc 2.2%
Value ($000) $29,520 Shares 862,912 Est. Cost $18.07 Unrealized +18.5%
INTC Intel Corp 2.1%
Value ($000) $28,047 Shares 777,559 Est. Cost $22.19 Unrealized +33.7%
XOM Exxon Mobil Corp 1.8%
Value ($000) $24,381 Shares 297,290 Est. Cost $56.69 Unrealized -1.0%
MCD Mcdonalds Corp Com 1.7%
Value ($000) $22,422 Shares 172,998 Est. Cost $78.41 Unrealized +29.7%
CAT Caterpillar Inc Del 1.7%
Value ($000) $22,421 Shares 241,710 Est. Cost $64.52 Unrealized +20.4%
DRI Darden Restaurants Inc 1.7%
Value ($000) $22,210 Shares 265,450 Est. Cost $39.56 Unrealized +48.0%
AT&T Corp 1.7%
Value ($000) $22,204 Shares 534,383 Est. Cost $41.55 Unrealized
OXY Occidental Petroleum Corp 1.6%
Value ($000) $21,716 Shares 342,740 Est. Cost $54.94 Unrealized -5.2%
LLY Eli Lilly & Co 1.6%
Value ($000) $21,549 Shares 256,200 Est. Cost $50.28 Unrealized +38.3%
Glaxosmithkline PLC 1.6%
Value ($000) $21,046 Shares 499,200 Est. Cost $42.16 Unrealized
WFC Wells Fargo & Co New Del 1.6%
Value ($000) $20,690 Shares 371,724 Est. Cost $34.83 Unrealized +27.4%
AFL Aflac Inc 1.5%
Value ($000) $20,292 Shares 280,196 Est. Cost $24.57 Unrealized +17.3%
IBM Intl Business Machines Corp Ibm 1.5%
Value ($000) $19,956 Shares 114,600 Est. Cost $95.13 Unrealized +20.2%
Sanofi-Aventis 1.5%
Value ($000) $19,946 Shares 440,800 Est. Cost $38.58 Unrealized
PM Philip Morris Intl Inc 1.4%
Value ($000) $18,872 Shares 167,160 Est. Cost $51.71 Unrealized +26.8%
Eaton Corp 1.4%
Value ($000) $18,760 Shares 253,000 Est. Cost $74.15 Unrealized
Maxim Integrated Prods 1.4%
Value ($000) $18,640 Shares 414,600 Est. Cost $44.96 Unrealized
Royal Dutch Shell 1.4%
Value ($000) $18,637 Shares 353,450 Est. Cost $58.81 Unrealized
Verizon Communications Com 1.4%
Value ($000) $18,555 Shares 380,610 Est. Cost $48.75 Unrealized
AAPL Apple Computer 1.4%
Value ($000) $18,518 Shares 128,900 Est. Cost $23.17 Unrealized +31.4%
PAYX Paychex Inc 1.4%
Value ($000) $18,468 Shares 313,550 Est. Cost $31.77 Unrealized +47.0%
PG Procter & Gamble Co 1.4%
Value ($000) $18,392 Shares 204,697 Est. Cost $62.89 Unrealized +11.4%
BB&T Corporation 1.4%
Value ($000) $18,163 Shares 406,332 Est. Cost $35.43 Unrealized
General Electric 1.4%
Value ($000) $18,139 Shares 608,683 Est. Cost $28.34 Unrealized
JP Morgan Chase & Co 1.3%
Value ($000) $17,834 Shares 203,025 Est. Cost $87.84 Unrealized
BP Bp Plc Spon Adr 1.3%
Value ($000) $17,771 Shares 514,810 Est. Cost $38.35 Unrealized
CA INC 1.3%
Value ($000) $17,627 Shares 555,700 Est. Cost $31.72 Unrealized
AEP American Electric Power Co 1.3%
Value ($000) $16,722 Shares 249,100 Est. Cost $33.94 Unrealized +39.6%
GPC Genuine Parts Co 1.2%
Value ($000) $16,061 Shares 173,800 Est. Cost $67.41 Unrealized +10.1%
Merck & Company, Inc 1.2%
Value ($000) $15,682 Shares 246,800 Est. Cost $63.54 Unrealized
KO Coca Cola Company 1.2%
Value ($000) $15,601 Shares 367,600 Est. Cost $29.38 Unrealized +7.3%
PEP Pepsico Inc 1.2%
Value ($000) $15,493 Shares 138,505 Est. Cost $67.61 Unrealized +21.2%
CVX Chevron Corp 1.2%
Value ($000) $15,437 Shares 143,775 Est. Cost $70.23 Unrealized +9.3%
Duke Energy Corp New 1.2%
Value ($000) $15,393 Shares 187,693 Est. Cost $82.01 Unrealized
KMB Kimberly Clark Corp 1.1%
Value ($000) $15,269 Shares 116,000 Est. Cost $74.05 Unrealized +25.0%
KSS Kohls Corp 1.1%
Value ($000) $15,159 Shares 380,800 Est. Cost $47.27 Unrealized -13.6%
UPS United Parcel Service 1.1%
Value ($000) $14,947 Shares 139,300 Est. Cost $65.93 Unrealized +18.9%
SO Southern Company 1.1%
Value ($000) $14,642 Shares 294,140 Est. Cost $28.55 Unrealized +19.6%
FE First Energy Corp 1.1%
Value ($000) $14,121 Shares 443,800 Est. Cost $22.26 Unrealized -4.0%
Target Corp Com 1.0%
Value ($000) $13,947 Shares 252,700 Est. Cost $55.19 Unrealized
BA Boeing Company 1.0%
Value ($000) $13,459 Shares 76,100 Est. Cost $128.52 Unrealized +23.5%
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $13,416 Shares 186,122 Est. Cost $19.78 Unrealized -0.0%
PPL Corp 1.0%
Value ($000) $13,408 Shares 358,600 Est. Cost $37.39 Unrealized
EMR Emerson Elec Co 1.0%
Value ($000) $12,942 Shares 216,200 Est. Cost $43.79 Unrealized +9.5%
RY Royal Bank of Canada 1.0%
Value ($000) $12,920 Shares 177,200 Est. Cost $61.83 Unrealized +17.2%
Cracker Barrel 1.0%
Value ($000) $12,724 Shares 79,900 Est. Cost $159.25 Unrealized
Vodafone Group 0.9%
Value ($000) $12,639 Shares 478,200 Est. Cost $26.43 Unrealized
Price T Rowe Group Inc 0.9%
Value ($000) $12,560 Shares 184,300 Est. Cost $68.15 Unrealized
GIS General Mills Inc 0.9%
Value ($000) $12,418 Shares 210,400 Est. Cost $39.01 Unrealized +14.4%
MUR Murphy Oil Corp 0.9%
Value ($000) $11,825 Shares 413,590 Est. Cost $25.20 Unrealized -17.1%
HAS Hasbro Inc 0.8%
Value ($000) $11,270 Shares 112,900 Est. Cost $50.59 Unrealized +35.0%
Torchmark Corp 0.8%
Value ($000) $11,083 Shares 143,858 Est. Cost $60.32 Unrealized
Dolby Laboratories, Inc CL A 0.8%
Value ($000) $11,020 Shares 210,260 Est. Cost $52.41 Unrealized
RGA Reinsurance Group America 0.7%
Value ($000) $9,749 Shares 76,772 Est. Cost $76.00 Unrealized +67.0%
CHUBB LTD 0.7%
Value ($000) $9,720 Shares 71,337 Est. Cost $136.25 Unrealized
MSM MSC Industrial 0.7%
Value ($000) $9,617 Shares 93,585 Est. Cost $80.47 Unrealized +25.9%
Amdocs Limited 0.7%
Value ($000) $9,541 Shares 156,441 Est. Cost $60.99 Unrealized
Travelers Cos Inc 0.7%
Value ($000) $9,101 Shares 75,500 Est. Cost $120.54 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $8,831 Shares 33,000 Est. Cost $169.01 Unrealized +22.4%
DG Dollar General Corp 0.7%
Value ($000) $8,714 Shares 124,965 Est. Cost $55.79 Unrealized +17.0%
ABBNY ABB LTD 0.6%
Value ($000) $8,340 Shares 356,400 Est. Cost $22.72 Unrealized
Medtronic Inc 0.6%
Value ($000) $7,868 Shares 97,665 Est. Cost $80.56 Unrealized
BMY Bristol-Myers Squibb Co 0.6%
Value ($000) $7,864 Shares 144,610 Est. Cost $45.28 Unrealized -11.8%
MET Metlife Inc 0.6%
Value ($000) $7,823 Shares 148,100 Est. Cost $30.60 Unrealized +15.4%
AXP American Express 0.6%
Value ($000) $7,781 Shares 98,360 Est. Cost $61.49 Unrealized +12.5%
Valero Energy Corp 0.6%
Value ($000) $7,729 Shares 116,600 Est. Cost $66.29 Unrealized
Total SA 0.6%
Value ($000) $7,692 Shares 152,550 Est. Cost $50.42 Unrealized
IFF Intl Flavors & Fragrance 0.6%
Value ($000) $7,638 Shares 57,633 Est. Cost $63.43 Unrealized +54.9%
Mosaic Company 0.6%
Value ($000) $7,614 Shares 260,930 Est. Cost $29.18 Unrealized
Kellogg 0.6%
Value ($000) $7,539 Shares 103,825 Est. Cost $45.86 Unrealized +9.2%
USB Us Bancorp (new) 0.6%
Value ($000) $7,431 Shares 144,300 Est. Cost $29.46 Unrealized +29.2%
QCOM Qualcom Inc 0.6%
Value ($000) $7,426 Shares 129,500 Est. Cost $47.24 Unrealized -3.7%
WLY Wiley John & Sons Cl A 0.6%
Value ($000) $7,358 Shares 136,775 Est. Cost $29.34 Unrealized +40.3%
RCI Rogers Communications 0.5%
Value ($000) $7,161 Shares 161,950 Est. Cost $41.23 Unrealized +1.6%
Varian Medical Systems 0.5%
Value ($000) $7,145 Shares 78,400 Est. Cost $91.14 Unrealized
TXN Texas Instruments Inc 0.5%
Value ($000) $6,927 Shares 85,984 Est. Cost $31.64 Unrealized +91.6%
Nordstrom Inc 0.5%
Value ($000) $6,720 Shares 144,300 Est. Cost $39.43 Unrealized
Advance Auto Parts Inc 0.5%
Value ($000) $6,540 Shares 44,110 Est. Cost $148.27 Unrealized
Ensco PLC SHS CL A 0.5%
Value ($000) $6,396 Shares 714,599 Est. Cost $8.95 Unrealized
FAST Fastenal Co 0.5%
Value ($000) $6,334 Shares 123,000 Est. Cost $8.39 Unrealized +18.5%
NUE Nucor Corporation 0.5%
Value ($000) $6,193 Shares 103,700 Est. Cost $37.74 Unrealized +32.9%
Conocophillips 0.4%
Value ($000) $5,958 Shares 119,470 Est. Cost $49.87 Unrealized
Apache Corp 0.4%
Value ($000) $5,541 Shares 107,815 Est. Cost $62.26 Unrealized
ADP Automatic Data Proc 0.4%
Value ($000) $5,498 Shares 53,700 Est. Cost $66.40 Unrealized +27.1%
MUSA Murphy Oil Corp USA 0.4%
Value ($000) $5,469 Shares 74,492 Est. Cost $43.55 Unrealized +47.2%
KHC Kraft Heinz Company 0.4%
Value ($000) $5,343 Shares 58,842 Est. Cost $48.77 Unrealized +22.9%
DE Deere Co 0.4%
Value ($000) $5,051 Shares 46,400 Est. Cost $85.24 Unrealized +10.7%
APD Air Products & Chemicals 0.4%
Value ($000) $5,033 Shares 37,200 Est. Cost $103.68 Unrealized +9.1%
MAT Mattel, Inc. 0.4%
Value ($000) $4,876 Shares 190,400 Est. Cost $36.55 Unrealized -26.7%
3m Company 0.4%
Value ($000) $4,822 Shares 25,205 Est. Cost $191.31 Unrealized
KR Kroger Co 0.3%
Value ($000) $4,648 Shares 157,625 Est. Cost $27.37 Unrealized -3.1%
Healthcare Realty TR REIT 0.3%
Value ($000) $4,550 Shares 140,000 Est. Cost $30.32 Unrealized
Lab Corp Of Amer 0.3%
Value ($000) $4,497 Shares 31,345 Est. Cost $143.47 Unrealized
BHP BHP Billiton Ltd 0.3%
Value ($000) $3,774 Shares 103,900 Est. Cost $51.97 Unrealized
Facebook Inc 0.3%
Value ($000) $3,418 Shares 24,065 Est. Cost $142.03 Unrealized
PKX Posco SPN ADR 0.2%
Value ($000) $3,050 Shares 47,280 Est. Cost $73.86 Unrealized
RL Ralph Lauren Corp 0.2%
Value ($000) $2,476 Shares 30,341 Est. Cost $96.42 Unrealized -28.4%
Xcel Energy Inc 0.2%
Value ($000) $2,449 Shares 55,100 Est. Cost $44.45 Unrealized
BLBD Blue Bird Corp 0.2%
Value ($000) $2,189 Shares 127,622 Est. Cost $10.23 Unrealized +62.6%
Leucadia Natl Corp 0.2%
Value ($000) $2,065 Shares 79,420 Est. Cost $23.16 Unrealized
VSEC VSE Corp 0.1%
Value ($000) $1,970 Shares 48,278 Est. Cost $28.47 Unrealized +26.7%
Pulse Seismic Inc 0.1%
Value ($000) $1,955 Shares 1,018,465 Est. Cost $1.92 Unrealized
Span Amer Medical System 0.1%
Value ($000) $1,830 Shares 86,870 Est. Cost $20.06 Unrealized
Ashmore Group Ltd 0.1%
Value ($000) $1,762 Shares 398,722 Est. Cost $4.42 Unrealized
Amcon Distributing 0.1%
Value ($000) $1,752 Shares 17,683 Est. Cost $99.08 Unrealized
Homeserve PLC 0.1%
Value ($000) $1,732 Shares 245,136 Est. Cost $7.07 Unrealized
Patriot Transportation 0.1%
Value ($000) $1,726 Shares 75,851 Est. Cost $22.76 Unrealized
STRL Sterling Construction 0.1%
Value ($000) $1,726 Shares 186,580 Est. Cost $7.31 Unrealized +24.9%
CNRD Conrad Industries 0.1%
Value ($000) $1,515 Shares 77,299 Est. Cost $27.70 Unrealized -21.9%
EGI Financial Holdings 0.1%
Value ($000) $1,414 Shares 151,250 Est. Cost $9.35 Unrealized
Hilton Food Group PLC 0.1%
Value ($000) $1,385 Shares 171,565 Est. Cost $8.07 Unrealized
AGRIUM INC 0.1%
Value ($000) $1,223 Shares 12,800 Est. Cost $100.09 Unrealized
Natl Research Corp B 0.1%
Value ($000) $1,121 Shares 28,552 Est. Cost $34.69 Unrealized
SEB Seaboard Corp 0.1%
Value ($000) $1,088 Shares 261 Est. Cost $3308.62 Unrealized +15.7%
Waste Management Inc New 0.1%
Value ($000) $999 Shares 13,695 Est. Cost $72.95 Unrealized
NRC Natl Research Corp A 0.1%
Value ($000) $828 Shares 42,025 Est. Cost $14.63 Unrealized +26.4%
Nicholas Fincl 0.0%
Value ($000) $653 Shares 61,393 Est. Cost $10.64 Unrealized
Wisdomtree Total Div Fund 0.0%
Value ($000) $316 Shares 3,768 Est. Cost $83.86 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $269 Shares 13,882 Est. Cost $13.91 Unrealized -0.5%
Civeo Corp 0.0%
Value ($000) $50 Shares 17,050 Est. Cost $2.93 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $8 Shares 10,360 Est. Cost $0.39 Unrealized