Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $1,322,839 (100.0% shares, 0.0% debt)

Holdings (119)

JNJ Johnson And Johnson 2.5%
Value ($000) $33,591 Shares 253,918 Est. Cost $64.21 Unrealized +56.3%
MSFT Microsoft Corp 2.4%
Value ($000) $32,208 Shares 467,251 Est. Cost $32.55 Unrealized +91.5%
CSCO Cisco Systems Inc 2.2%
Value ($000) $29,659 Shares 947,557 Est. Cost $25.06 Unrealized 0.0%
PFE Pfizer Inc 2.2%
Value ($000) $29,067 Shares 865,342 Est. Cost $18.07 Unrealized +19.6%
INTC Intel Corp 2.1%
Value ($000) $27,189 Shares 805,844 Est. Cost $22.45 Unrealized +31.7%
XOM Exxon Mobil Corp 2.0%
Value ($000) $26,925 Shares 333,525 Est. Cost $56.56 Unrealized -1.9%
AFL Aflac Inc 2.0%
Value ($000) $26,708 Shares 343,816 Est. Cost $25.71 Unrealized +19.5%
OXY Occidental Petroleum Corp 1.7%
Value ($000) $22,557 Shares 376,760 Est. Cost $54.36 Unrealized -10.7%
Glaxosmithkline PLC 1.6%
Value ($000) $21,526 Shares 499,200 Est. Cost $42.16 Unrealized
LLY Eli Lilly & Co 1.6%
Value ($000) $21,147 Shares 256,950 Est. Cost $50.28 Unrealized +41.8%
Merck & Company, Inc 1.6%
Value ($000) $21,034 Shares 328,200 Est. Cost $63.68 Unrealized
WFC Wells Fargo & Co New Del 1.6%
Value ($000) $20,697 Shares 373,524 Est. Cost $34.83 Unrealized +21.1%
PG Procter & Gamble Co 1.5%
Value ($000) $20,288 Shares 232,797 Est. Cost $63.77 Unrealized +10.0%
BB&T Corporation 1.5%
Value ($000) $19,709 Shares 434,032 Est. Cost $36.07 Unrealized
Eaton Corp 1.5%
Value ($000) $19,691 Shares 253,000 Est. Cost $74.15 Unrealized
KO Coca Cola Company 1.5%
Value ($000) $19,519 Shares 435,200 Est. Cost $30.04 Unrealized +12.1%
GPC Genuine Parts Co 1.5%
Value ($000) $19,517 Shares 210,400 Est. Cost $68.11 Unrealized +4.9%
UPS United Parcel Service 1.4%
Value ($000) $19,033 Shares 172,100 Est. Cost $68.10 Unrealized +13.5%
KMB Kimberly Clark Corp 1.4%
Value ($000) $18,643 Shares 144,400 Est. Cost $78.41 Unrealized +22.7%
JP Morgan Chase & Co 1.4%
Value ($000) $18,556 Shares 203,025 Est. Cost $87.84 Unrealized
Royal Dutch Shell 1.4%
Value ($000) $18,493 Shares 347,670 Est. Cost $58.81 Unrealized
WMT Wal-Mart Stores Inc 1.4%
Value ($000) $18,468 Shares 244,022 Est. Cost $20.31 Unrealized +8.4%
General Electric 1.4%
Value ($000) $18,172 Shares 672,803 Est. Cost $28.21 Unrealized
PAYX Paychex Inc 1.4%
Value ($000) $18,012 Shares 316,325 Est. Cost $31.77 Unrealized +43.0%
PEP Pepsico Inc 1.3%
Value ($000) $17,718 Shares 153,420 Est. Cost $69.61 Unrealized +26.7%
CHUBB LTD 1.3%
Value ($000) $17,340 Shares 119,272 Est. Cost $139.92 Unrealized
AT&T Corp 1.3%
Value ($000) $16,635 Shares 440,890 Est. Cost $41.55 Unrealized
CA INC 1.2%
Value ($000) $16,370 Shares 474,900 Est. Cost $31.72 Unrealized
AAPL Apple Computer 1.2%
Value ($000) $15,960 Shares 110,816 Est. Cost $23.17 Unrealized +48.1%
AEP American Electric Power Co 1.2%
Value ($000) $15,707 Shares 226,100 Est. Cost $33.94 Unrealized +51.1%
Duke Energy Corp New 1.2%
Value ($000) $15,680 Shares 187,581 Est. Cost $82.01 Unrealized
Cracker Barrel 1.2%
Value ($000) $15,454 Shares 92,400 Est. Cost $160.33 Unrealized
MCD Mcdonalds Corp Com 1.2%
Value ($000) $15,423 Shares 100,698 Est. Cost $78.41 Unrealized +50.4%
IBM Intl Business Machines Corp Ibm 1.2%
Value ($000) $15,413 Shares 100,200 Est. Cost $95.13 Unrealized +9.1%
APD Air Products & Chemicals 1.2%
Value ($000) $15,408 Shares 107,700 Est. Cost $111.01 Unrealized +3.5%
USB Us Bancorp (new) 1.2%
Value ($000) $15,394 Shares 296,500 Est. Cost $33.31 Unrealized +11.0%
DRI Darden Restaurants Inc 1.2%
Value ($000) $15,334 Shares 169,550 Est. Cost $39.56 Unrealized +73.9%
HAS Hasbro Inc 1.2%
Value ($000) $15,333 Shares 137,500 Est. Cost $55.22 Unrealized +38.5%
CAT Caterpillar Inc Del 1.1%
Value ($000) $15,184 Shares 141,295 Est. Cost $64.52 Unrealized +30.3%
BA Boeing Company 1.1%
Value ($000) $15,088 Shares 76,300 Est. Cost $128.52 Unrealized +36.1%
CVX Chevron Corp 1.1%
Value ($000) $15,084 Shares 144,575 Est. Cost $70.23 Unrealized +4.2%
Verizon Communications Com 1.1%
Value ($000) $14,662 Shares 328,310 Est. Cost $48.75 Unrealized
Maxim Integrated Prods 1.1%
Value ($000) $14,265 Shares 317,700 Est. Cost $44.96 Unrealized
GIS General Mills Inc 1.1%
Value ($000) $14,232 Shares 256,900 Est. Cost $39.55 Unrealized +6.2%
PM Philip Morris Intl Inc 1.0%
Value ($000) $13,561 Shares 115,460 Est. Cost $51.71 Unrealized +43.6%
EMR Emerson Elec Co 1.0%
Value ($000) $12,897 Shares 216,325 Est. Cost $43.79 Unrealized +9.6%
RY Royal Bank of Canada 1.0%
Value ($000) $12,851 Shares 177,200 Est. Cost $61.83 Unrealized +13.4%
LMT Lockheed Martin Corp 1.0%
Value ($000) $12,826 Shares 46,200 Est. Cost $183.11 Unrealized +19.2%
PPL Corp 1.0%
Value ($000) $12,701 Shares 328,700 Est. Cost $37.39 Unrealized
Price T Rowe Group Inc 1.0%
Value ($000) $12,623 Shares 170,100 Est. Cost $68.15 Unrealized
VOD Vodafone Group 0.9%
Value ($000) $12,388 Shares 431,200 Est. Cost $28.73 Unrealized
ABBNY ABB LTD 0.9%
Value ($000) $11,322 Shares 454,700 Est. Cost $23.19 Unrealized
Valero Energy Corp 0.8%
Value ($000) $11,185 Shares 165,800 Est. Cost $66.63 Unrealized
BP Bp Plc Spon Adr 0.8%
Value ($000) $10,965 Shares 316,455 Est. Cost $38.35 Unrealized
FE First Energy Corp 0.8%
Value ($000) $10,891 Shares 373,500 Est. Cost $22.26 Unrealized -6.4%
TGT Target Corp Com 0.8%
Value ($000) $10,442 Shares 199,700 Est. Cost $42.57 Unrealized 0.0%
Dolby Laboratories, Inc CL A 0.8%
Value ($000) $10,342 Shares 211,240 Est. Cost $52.41 Unrealized
FAST Fastenal Co 0.8%
Value ($000) $10,225 Shares 234,900 Est. Cost $8.66 Unrealized +3.5%
Amdocs Limited 0.8%
Value ($000) $10,069 Shares 156,206 Est. Cost $60.99 Unrealized
Torchmark Corp 0.8%
Value ($000) $10,059 Shares 131,488 Est. Cost $60.32 Unrealized
RGA Reinsurance Group America 0.7%
Value ($000) $9,894 Shares 77,062 Est. Cost $76.00 Unrealized +66.1%
SYY Sysco Corporation 0.7%
Value ($000) $9,855 Shares 195,800 Est. Cost $42.64 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.7%
Value ($000) $9,685 Shares 173,811 Est. Cost $44.38 Unrealized -10.1%
Travelers Cos Inc 0.7%
Value ($000) $9,591 Shares 75,800 Est. Cost $120.54 Unrealized
ADP Automatic Data Proc 0.7%
Value ($000) $9,416 Shares 91,900 Est. Cost $73.81 Unrealized +14.1%
TXN Texas Instruments Inc 0.7%
Value ($000) $9,300 Shares 120,886 Est. Cost $40.74 Unrealized +55.0%
CPB Campbell Soup Co 0.7%
Value ($000) $9,085 Shares 174,200 Est. Cost $42.63 Unrealized 0.0%
DG Dollar General Corp 0.7%
Value ($000) $9,061 Shares 125,695 Est. Cost $55.79 Unrealized +15.5%
Medtronic Inc 0.7%
Value ($000) $8,694 Shares 97,961 Est. Cost $80.56 Unrealized
3m Company 0.6%
Value ($000) $8,558 Shares 41,105 Est. Cost $197.84 Unrealized
SO Southern Company 0.6%
Value ($000) $8,410 Shares 175,640 Est. Cost $28.55 Unrealized +22.9%
AXP American Express 0.6%
Value ($000) $8,287 Shares 98,375 Est. Cost $61.49 Unrealized +14.3%
Varian Medical Systems 0.6%
Value ($000) $8,075 Shares 78,255 Est. Cost $91.14 Unrealized
Waste Management Inc New 0.6%
Value ($000) $7,863 Shares 107,195 Est. Cost $73.30 Unrealized
IFF Intl Flavors & Fragrance 0.6%
Value ($000) $7,778 Shares 57,613 Est. Cost $63.43 Unrealized +71.8%
RCI Rogers Communications 0.6%
Value ($000) $7,642 Shares 161,870 Est. Cost $41.23 Unrealized +12.0%
KHC Kraft Heinz Company 0.6%
Value ($000) $7,617 Shares 88,942 Est. Cost $52.82 Unrealized +15.0%
Total SA 0.6%
Value ($000) $7,565 Shares 152,550 Est. Cost $50.42 Unrealized
CLX Clorox Co Del Com 0.6%
Value ($000) $7,384 Shares 55,420 Est. Cost $105.34 Unrealized 0.0%
WLY Wiley John & Sons Cl A 0.5%
Value ($000) $7,216 Shares 136,795 Est. Cost $29.34 Unrealized +35.9%
Nordstrom Inc 0.5%
Value ($000) $6,902 Shares 144,300 Est. Cost $39.43 Unrealized
Mosaic Company 0.5%
Value ($000) $6,440 Shares 282,070 Est. Cost $28.70 Unrealized
MUR Murphy Oil Corp 0.4%
Value ($000) $5,671 Shares 221,270 Est. Cost $25.20 Unrealized -24.3%
MUSA Murphy Oil Corp USA 0.4%
Value ($000) $5,521 Shares 74,502 Est. Cost $43.55 Unrealized +56.1%
KR Kroger Co 0.4%
Value ($000) $5,500 Shares 235,865 Est. Cost $26.13 Unrealized -9.6%
MSM MSC Industrial 0.4%
Value ($000) $5,450 Shares 63,405 Est. Cost $80.47 Unrealized +9.3%
Kellogg 0.4%
Value ($000) $5,058 Shares 72,825 Est. Cost $45.86 Unrealized +7.1%
Conocophillips 0.4%
Value ($000) $4,999 Shares 113,725 Est. Cost $49.87 Unrealized
Apache Corp 0.4%
Value ($000) $4,890 Shares 102,025 Est. Cost $62.26 Unrealized
Lab Corp Of Amer 0.4%
Value ($000) $4,884 Shares 31,685 Est. Cost $143.58 Unrealized
Advance Auto Parts Inc 0.4%
Value ($000) $4,795 Shares 41,130 Est. Cost $148.27 Unrealized
Healthcare Realty TR REIT 0.4%
Value ($000) $4,781 Shares 140,000 Est. Cost $30.32 Unrealized
BHP BHP Billiton Ltd 0.3%
Value ($000) $3,721 Shares 104,555 Est. Cost $51.97 Unrealized
Facebook Inc 0.3%
Value ($000) $3,633 Shares 24,065 Est. Cost $142.03 Unrealized
Ensco PLC SHS CL A 0.2%
Value ($000) $3,133 Shares 607,189 Est. Cost $8.95 Unrealized
Quest Diagnostics, Inc. 0.2%
Value ($000) $3,112 Shares 28,000 Est. Cost $111.14 Unrealized
PKX Posco SPN ADR 0.2%
Value ($000) $2,974 Shares 47,515 Est. Cost $73.86 Unrealized
Xcel Energy Inc 0.2%
Value ($000) $2,528 Shares 55,100 Est. Cost $44.45 Unrealized
RL Ralph Lauren Corp 0.2%
Value ($000) $2,227 Shares 30,176 Est. Cost $96.42 Unrealized -34.5%
VSEC VSE Corp 0.2%
Value ($000) $2,208 Shares 49,088 Est. Cost $28.66 Unrealized +39.4%
Leucadia Natl Corp 0.2%
Value ($000) $2,114 Shares 80,810 Est. Cost $23.21 Unrealized
Pulse Seismic Inc 0.2%
Value ($000) $2,077 Shares 1,037,455 Est. Cost $1.92 Unrealized
BLBD Blue Bird Corp 0.2%
Value ($000) $2,058 Shares 121,052 Est. Cost $10.23 Unrealized +76.5%
STRL Sterling Construction 0.2%
Value ($000) $2,046 Shares 156,506 Est. Cost $7.31 Unrealized +39.5%
SEB Seaboard Corp 0.1%
Value ($000) $1,878 Shares 470 Est. Cost $3588.43 Unrealized +9.7%
Amcon Distributing 0.1%
Value ($000) $1,877 Shares 18,033 Est. Cost $99.18 Unrealized
Ashmore Group Ltd 0.1%
Value ($000) $1,864 Shares 406,242 Est. Cost $4.42 Unrealized
Hilton Food Group PLC 0.1%
Value ($000) $1,812 Shares 189,035 Est. Cost $8.21 Unrealized
DE Deere Co 0.1%
Value ($000) $1,767 Shares 14,300 Est. Cost $85.24 Unrealized +20.6%
Patriot Transportation 0.1%
Value ($000) $1,737 Shares 97,191 Est. Cost $21.68 Unrealized
Echelon Financial Holdings Inc. 0.1%
Value ($000) $1,665 Shares 164,815 Est. Cost $9.41 Unrealized
Homeserve PLC 0.1%
Value ($000) $1,385 Shares 144,976 Est. Cost $7.07 Unrealized
Natl Research Corp B 0.1%
Value ($000) $1,379 Shares 29,042 Est. Cost $34.90 Unrealized
CNRD Conrad Industries 0.1%
Value ($000) $1,037 Shares 60,119 Est. Cost $27.70 Unrealized -33.8%
NRC Natl Research Corp A 0.1%
Value ($000) $695 Shares 25,820 Est. Cost $14.63 Unrealized +67.1%
Wisdomtree Total Div Fund 0.0%
Value ($000) $316 Shares 3,718 Est. Cost $83.86 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $240 Shares 13,882 Est. Cost $13.91 Unrealized -4.0%
Civeo Corp 0.0%
Value ($000) $36 Shares 17,050 Est. Cost $2.93 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $13 Shares 10,360 Est. Cost $0.39 Unrealized