Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $1,386,531 (100.0% shares, 0.0% debt)

Holdings (122)

JNJ Johnson And Johnson 2.4%
Value ($000) $33,583 Shares 258,313 Est. Cost $64.90 Unrealized +61.7%
CSCO Cisco Systems Inc 2.3%
Value ($000) $32,459 Shares 965,172 Est. Cost $25.05 Unrealized -1.3%
MSFT Microsoft Corp 2.3%
Value ($000) $32,410 Shares 435,086 Est. Cost $32.55 Unrealized +104.9%
PFE Pfizer Inc 2.3%
Value ($000) $31,432 Shares 880,457 Est. Cost $18.14 Unrealized +22.7%
INTC Intel Corp 2.3%
Value ($000) $31,297 Shares 821,884 Est. Cost $22.59 Unrealized +31.0%
XOM Exxon Mobil Corp 2.0%
Value ($000) $28,190 Shares 343,865 Est. Cost $56.49 Unrealized -3.8%
OXY Occidental Petroleum Corp 1.8%
Value ($000) $24,727 Shares 385,100 Est. Cost $54.24 Unrealized -9.9%
WFC Wells Fargo & Co New Del 1.7%
Value ($000) $23,060 Shares 418,124 Est. Cost $35.61 Unrealized +18.3%
PAYX Paychex Inc 1.6%
Value ($000) $22,864 Shares 381,325 Est. Cost $33.95 Unrealized +31.3%
LLY Eli Lilly & Co 1.6%
Value ($000) $22,561 Shares 263,750 Est. Cost $50.84 Unrealized +41.9%
GPC Genuine Parts Co 1.6%
Value ($000) $22,267 Shares 232,800 Est. Cost $67.97 Unrealized -1.9%
AFL Aflac Inc 1.6%
Value ($000) $22,215 Shares 272,951 Est. Cost $25.71 Unrealized +28.8%
PG Procter & Gamble Co 1.6%
Value ($000) $21,762 Shares 239,197 Est. Cost $64.01 Unrealized +14.1%
Merck & Company, Inc 1.6%
Value ($000) $21,559 Shares 336,700 Est. Cost $63.69 Unrealized
Royal Dutch Shell 1.5%
Value ($000) $21,409 Shares 353,400 Est. Cost $58.84 Unrealized
UPS United Parcel Service 1.5%
Value ($000) $21,220 Shares 176,700 Est. Cost $68.48 Unrealized +21.0%
BB&T Corporation 1.5%
Value ($000) $20,974 Shares 446,832 Est. Cost $36.38 Unrealized
Glaxosmithkline PLC 1.5%
Value ($000) $20,917 Shares 515,200 Est. Cost $42.11 Unrealized
General Electric 1.5%
Value ($000) $20,588 Shares 851,453 Est. Cost $27.37 Unrealized
KO Coca Cola Company 1.5%
Value ($000) $20,128 Shares 447,200 Est. Cost $30.17 Unrealized +15.8%
JP Morgan Chase & Co 1.4%
Value ($000) $20,002 Shares 209,425 Est. Cost $88.08 Unrealized
KMB Kimberly Clark Corp 1.4%
Value ($000) $19,570 Shares 166,300 Est. Cost $80.07 Unrealized +13.6%
WMT Wal-Mart Stores Inc 1.4%
Value ($000) $19,529 Shares 249,922 Est. Cost $20.37 Unrealized +12.4%
MCD Mcdonalds Corp Com 1.4%
Value ($000) $19,422 Shares 123,960 Est. Cost $87.84 Unrealized +46.5%
AT&T Corp 1.3%
Value ($000) $18,222 Shares 465,196 Est. Cost $41.43 Unrealized
Maxim Integrated Prods 1.3%
Value ($000) $17,853 Shares 374,200 Est. Cost $45.37 Unrealized
CAT Caterpillar Inc Del 1.3%
Value ($000) $17,852 Shares 143,145 Est. Cost $64.93 Unrealized +47.9%
CVX Chevron Corp 1.3%
Value ($000) $17,469 Shares 148,675 Est. Cost $70.39 Unrealized +8.3%
Verizon Communications Com 1.2%
Value ($000) $17,263 Shares 348,810 Est. Cost $48.79 Unrealized
PEP Pepsico Inc 1.2%
Value ($000) $17,249 Shares 154,800 Est. Cost $69.61 Unrealized +28.4%
CHUBB LTD 1.2%
Value ($000) $16,895 Shares 118,522 Est. Cost $139.92 Unrealized
APD Air Products & Chemicals 1.2%
Value ($000) $16,634 Shares 110,000 Est. Cost $111.18 Unrealized +7.2%
AEP American Electric Power Co 1.2%
Value ($000) $16,380 Shares 233,200 Est. Cost $34.53 Unrealized +53.6%
USB Us Bancorp (new) 1.2%
Value ($000) $16,265 Shares 303,500 Est. Cost $33.42 Unrealized +13.0%
Duke Energy Corp New 1.2%
Value ($000) $16,078 Shares 191,583 Est. Cost $82.05 Unrealized
CA INC 1.2%
Value ($000) $16,062 Shares 481,200 Est. Cost $31.74 Unrealized
RY Royal Bank of Canada 1.1%
Value ($000) $15,818 Shares 204,500 Est. Cost $63.54 Unrealized +17.5%
Eaton Corp 1.1%
Value ($000) $15,419 Shares 200,800 Est. Cost $74.15 Unrealized
EMR Emerson Elec Co 1.1%
Value ($000) $15,121 Shares 240,625 Est. Cost $44.34 Unrealized +11.0%
Cracker Barrel 1.1%
Value ($000) $14,980 Shares 98,800 Est. Cost $159.77 Unrealized
IBM Intl Business Machines Corp Ibm 1.1%
Value ($000) $14,972 Shares 103,200 Est. Cost $95.18 Unrealized +1.8%
LMT Lockheed Martin Corp 1.1%
Value ($000) $14,677 Shares 47,300 Est. Cost $184.40 Unrealized +29.4%
AAPL Apple Computer 1.0%
Value ($000) $14,503 Shares 94,100 Est. Cost $23.17 Unrealized +56.0%
GIS General Mills Inc 1.0%
Value ($000) $13,649 Shares 263,700 Est. Cost $39.58 Unrealized +2.9%
DRI Darden Restaurants Inc 1.0%
Value ($000) $13,460 Shares 170,850 Est. Cost $39.56 Unrealized +68.8%
PM Philip Morris Intl Inc 1.0%
Value ($000) $13,228 Shares 119,160 Est. Cost $52.44 Unrealized +43.5%
HAS Hasbro Inc 0.9%
Value ($000) $13,127 Shares 134,400 Est. Cost $55.22 Unrealized +37.0%
Valero Energy Corp 0.9%
Value ($000) $13,117 Shares 170,500 Est. Cost $66.92 Unrealized
PPL Corp 0.9%
Value ($000) $12,835 Shares 338,200 Est. Cost $37.41 Unrealized
VOD Vodafone Group 0.9%
Value ($000) $12,764 Shares 448,500 Est. Cost $28.72 Unrealized
FAST Fastenal Co 0.9%
Value ($000) $12,671 Shares 278,000 Est. Cost $8.66 Unrealized +0.1%
Price T Rowe Group Inc 0.9%
Value ($000) $12,392 Shares 136,700 Est. Cost $68.15 Unrealized
BP Bp Plc Spon Adr 0.9%
Value ($000) $12,355 Shares 321,490 Est. Cost $38.35 Unrealized
DLB Dolby Laboratories, Inc CL A 0.9%
Value ($000) $12,126 Shares 210,815 Est. Cost $46.70 Unrealized 0.0%
TGT Target Corp Com 0.9%
Value ($000) $12,079 Shares 204,700 Est. Cost $42.60 Unrealized +3.6%
BA Boeing Company 0.9%
Value ($000) $12,075 Shares 47,500 Est. Cost $128.52 Unrealized +71.5%
FE First Energy Corp 0.9%
Value ($000) $11,860 Shares 384,700 Est. Cost $22.26 Unrealized +0.4%
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $11,366 Shares 178,313 Est. Cost $44.35 Unrealized -2.8%
TXN Texas Instruments Inc 0.8%
Value ($000) $11,186 Shares 124,787 Est. Cost $41.51 Unrealized +57.1%
SYY Sysco Corporation 0.8%
Value ($000) $10,871 Shares 201,500 Est. Cost $42.61 Unrealized -1.9%
Travelers Cos Inc 0.8%
Value ($000) $10,868 Shares 88,700 Est. Cost $120.83 Unrealized
ABBNY ABB LTD 0.8%
Value ($000) $10,742 Shares 434,000 Est. Cost $23.19 Unrealized
Torchmark Corp 0.8%
Value ($000) $10,449 Shares 130,468 Est. Cost $60.32 Unrealized
DG Dollar General Corp 0.7%
Value ($000) $10,179 Shares 125,585 Est. Cost $55.79 Unrealized +20.6%
Amdocs Limited 0.7%
Value ($000) $10,020 Shares 155,791 Est. Cost $60.99 Unrealized
SO Southern Company 0.7%
Value ($000) $9,574 Shares 194,840 Est. Cost $29.12 Unrealized +17.8%
RGA Reinsurance Group America 0.7%
Value ($000) $9,511 Shares 68,167 Est. Cost $76.00 Unrealized +78.0%
3m Company 0.6%
Value ($000) $8,901 Shares 42,405 Est. Cost $198.21 Unrealized
AXP American Express 0.6%
Value ($000) $8,888 Shares 98,255 Est. Cost $61.49 Unrealized +24.6%
Total SA 0.6%
Value ($000) $8,464 Shares 158,150 Est. Cost $50.53 Unrealized
Waste Management Inc New 0.6%
Value ($000) $8,390 Shares 107,195 Est. Cost $73.30 Unrealized
CPB Campbell Soup Co 0.6%
Value ($000) $8,381 Shares 179,000 Est. Cost $42.51 Unrealized -9.7%
RCI Rogers Communications 0.6%
Value ($000) $8,346 Shares 161,930 Est. Cost $41.23 Unrealized +24.0%
IFF Intl Flavors & Fragrance 0.6%
Value ($000) $8,189 Shares 57,303 Est. Cost $63.43 Unrealized +74.6%
Varian Medical Systems 0.6%
Value ($000) $7,801 Shares 77,965 Est. Cost $91.14 Unrealized
Medtronic Inc 0.5%
Value ($000) $7,589 Shares 97,582 Est. Cost $80.56 Unrealized
CLX Clorox Co Del Com 0.5%
Value ($000) $7,482 Shares 56,720 Est. Cost $105.35 Unrealized +0.2%
Kellogg 0.5%
Value ($000) $7,318 Shares 117,325 Est. Cost $46.10 Unrealized +0.9%
WLY Wiley John & Sons Cl A 0.5%
Value ($000) $7,299 Shares 136,435 Est. Cost $29.34 Unrealized +40.2%
KHC Kraft Heinz Company 0.5%
Value ($000) $7,130 Shares 91,942 Est. Cost $52.94 Unrealized +6.6%
Nordstrom Inc 0.5%
Value ($000) $6,700 Shares 142,100 Est. Cost $39.43 Unrealized
MOS Mosaic Company 0.5%
Value ($000) $6,507 Shares 301,385 Est. Cost $18.92 Unrealized 0.0%
ADP Automatic Data Proc 0.5%
Value ($000) $6,297 Shares 57,600 Est. Cost $73.81 Unrealized +21.4%
Apache Corp 0.5%
Value ($000) $6,244 Shares 136,340 Est. Cost $58.11 Unrealized
MUR Murphy Oil Corp 0.4%
Value ($000) $5,865 Shares 220,820 Est. Cost $25.20 Unrealized -26.5%
Conocophillips 0.4%
Value ($000) $5,686 Shares 113,615 Est. Cost $49.87 Unrealized
MUSA Murphy Oil Corp USA 0.4%
Value ($000) $5,122 Shares 74,232 Est. Cost $43.55 Unrealized +55.3%
MSM MSC Industrial 0.3%
Value ($000) $4,785 Shares 63,315 Est. Cost $80.47 Unrealized -9.9%
Lab Corp Of Amer 0.3%
Value ($000) $4,770 Shares 31,595 Est. Cost $143.58 Unrealized
KR Kroger Co 0.3%
Value ($000) $4,743 Shares 236,420 Est. Cost $26.13 Unrealized -27.8%
Healthcare Realty TR REIT 0.3%
Value ($000) $4,528 Shares 140,000 Est. Cost $30.32 Unrealized
BHP BHP Billiton Ltd 0.3%
Value ($000) $4,227 Shares 104,305 Est. Cost $51.97 Unrealized
Facebook Inc 0.3%
Value ($000) $4,112 Shares 24,065 Est. Cost $142.03 Unrealized
Advance Auto Parts Inc 0.3%
Value ($000) $4,089 Shares 41,220 Est. Cost $148.27 Unrealized
Ensco PLC SHS CL A 0.3%
Value ($000) $3,616 Shares 605,709 Est. Cost $8.95 Unrealized
RL Ralph Lauren Corp 0.2%
Value ($000) $2,645 Shares 29,956 Est. Cost $96.42 Unrealized -27.6%
Xcel Energy Inc 0.2%
Value ($000) $2,640 Shares 55,800 Est. Cost $44.48 Unrealized
STRL Sterling Construction 0.2%
Value ($000) $2,553 Shares 167,624 Est. Cost $7.66 Unrealized +64.9%
BLBD Blue Bird Corp 0.2%
Value ($000) $2,548 Shares 123,667 Est. Cost $10.39 Unrealized +72.9%
Quest Diagnostics, Inc. 0.2%
Value ($000) $2,547 Shares 27,200 Est. Cost $111.14 Unrealized
Homeserve PLC 0.2%
Value ($000) $2,193 Shares 196,446 Est. Cost $11.16 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $2,171 Shares 482 Est. Cost $3603.26 Unrealized +16.1%
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $2,149 Shares 889,895 Est. Cost $2.22 Unrealized 0.0%
Leucadia Natl Corp 0.2%
Value ($000) $2,085 Shares 82,590 Est. Cost $23.26 Unrealized
Patriot Transportation 0.1%
Value ($000) $1,985 Shares 99,556 Est. Cost $19.94 Unrealized
Ashmore Group Ltd 0.1%
Value ($000) $1,895 Shares 416,307 Est. Cost $4.43 Unrealized
Hilton Food Group PLC 0.1%
Value ($000) $1,890 Shares 194,075 Est. Cost $8.25 Unrealized
Echelon Financial Holdings Inc. 0.1%
Value ($000) $1,811 Shares 169,128 Est. Cost $10.71 Unrealized
Natl Research Corp B 0.1%
Value ($000) $1,601 Shares 29,617 Est. Cost $35.28 Unrealized
DIT Amcon Distributing 0.1%
Value ($000) $1,542 Shares 18,143 Est. Cost $81.19 Unrealized 0.0%
VSEC VSE Corp 0.1%
Value ($000) $1,397 Shares 24,577 Est. Cost $28.66 Unrealized +62.8%
CNRD Conrad Industries 0.1%
Value ($000) $1,099 Shares 59,734 Est. Cost $27.70 Unrealized -36.1%
HWDJF Howden Joinery 0.1%
Value ($000) $1,010 Shares 174,730 Est. Cost $5.52 Unrealized 0.0%
GIL Gildan Activewear Inc 0.1%
Value ($000) $950 Shares 30,380 Est. Cost $26.74 Unrealized 0.0%
NRC Natl Research Corp A 0.0%
Value ($000) $691 Shares 18,340 Est. Cost $14.63 Unrealized +114.7%
Sanofi-Aventis 0.0%
Value ($000) $453 Shares 9,100 Est. Cost $49.78 Unrealized
Wisdomtree Total Div Fund 0.0%
Value ($000) $319 Shares 3,638 Est. Cost $83.86 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $261 Shares 13,882 Est. Cost $13.91 Unrealized -8.4%
OEF IShares S&P 100 0.0%
Value ($000) $203 Shares 1,822 Est. Cost $111.42 Unrealized
Civeo Corp 0.0%
Value ($000) $49 Shares 17,050 Est. Cost $2.93 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $14 Shares 10,360 Est. Cost $0.39 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized