Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 11, 2018

Total Value ($000): $1,296,736 (100.0% shares, 0.0% debt)

Holdings (112)

INTC Intel Corp 2.8%
Value ($000) $36,414 Shares 699,186 Est. Cost $22.59 Unrealized +77.3%
CSCO Cisco Systems Inc 2.6%
Value ($000) $34,353 Shares 800,958 Est. Cost $25.05 Unrealized +33.6%
JNJ Johnson And Johnson 2.6%
Value ($000) $33,699 Shares 262,968 Est. Cost $67.79 Unrealized +59.8%
MSFT Microsoft Corp 2.3%
Value ($000) $29,838 Shares 326,925 Est. Cost $32.55 Unrealized +159.0%
PFE Pfizer Inc 2.2%
Value ($000) $28,888 Shares 813,984 Est. Cost $18.14 Unrealized +33.6%
AFL Aflac Inc 2.2%
Value ($000) $28,150 Shares 643,282 Est. Cost $32.04 Unrealized +14.8%
XOM Exxon Mobil Corp 2.0%
Value ($000) $26,060 Shares 349,281 Est. Cost $56.48 Unrealized -1.3%
OXY Occidental Petroleum Corp 1.9%
Value ($000) $25,233 Shares 388,445 Est. Cost $54.28 Unrealized +5.8%
Glaxosmithkline PLC 1.8%
Value ($000) $23,966 Shares 613,400 Est. Cost $41.57 Unrealized
Merck & Company, Inc 1.8%
Value ($000) $23,613 Shares 433,500 Est. Cost $61.68 Unrealized
CA INC 1.8%
Value ($000) $22,988 Shares 678,100 Est. Cost $32.36 Unrealized
Royal Dutch Shell 1.8%
Value ($000) $22,841 Shares 357,960 Est. Cost $58.92 Unrealized
IBM Intl Business Machines Corp Ibm 1.7%
Value ($000) $21,465 Shares 139,900 Est. Cost $98.29 Unrealized +9.2%
USB Us Bancorp (new) 1.6%
Value ($000) $21,023 Shares 416,300 Est. Cost $35.17 Unrealized +13.5%
JP Morgan Chase & Co 1.6%
Value ($000) $20,576 Shares 187,103 Est. Cost $88.08 Unrealized
GPC Genuine Parts Co 1.6%
Value ($000) $20,205 Shares 224,900 Est. Cost $67.97 Unrealized +13.0%
Verizon Communications Com 1.6%
Value ($000) $20,161 Shares 421,610 Est. Cost $49.49 Unrealized
AAPL Apple Computer 1.6%
Value ($000) $20,117 Shares 119,900 Est. Cost $26.96 Unrealized +49.9%
Price T Rowe Group Inc 1.5%
Value ($000) $20,028 Shares 185,500 Est. Cost $78.56 Unrealized
PG Procter & Gamble Co 1.5%
Value ($000) $19,423 Shares 244,997 Est. Cost $64.11 Unrealized +5.9%
UPS United Parcel Service 1.5%
Value ($000) $19,132 Shares 182,800 Est. Cost $69.00 Unrealized +23.8%
LLY Eli Lilly & Co 1.5%
Value ($000) $19,032 Shares 245,981 Est. Cost $52.06 Unrealized +37.7%
RY Royal Bank of Canada 1.4%
Value ($000) $18,797 Shares 243,200 Est. Cost $66.31 Unrealized +22.4%
Eaton Corp 1.4%
Value ($000) $18,044 Shares 225,800 Est. Cost $74.77 Unrealized
BB&T Corporation 1.4%
Value ($000) $17,763 Shares 341,332 Est. Cost $36.38 Unrealized
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $17,563 Shares 335,106 Est. Cost $35.61 Unrealized +34.0%
CVX Chevron Corp 1.3%
Value ($000) $17,342 Shares 152,069 Est. Cost $70.70 Unrealized +20.3%
PEP Pepsico Inc 1.3%
Value ($000) $17,289 Shares 158,400 Est. Cost $69.92 Unrealized +27.7%
AT&T Corp 1.3%
Value ($000) $17,087 Shares 479,311 Est. Cost $41.35 Unrealized
KMB Kimberly Clark Corp 1.3%
Value ($000) $17,070 Shares 155,000 Est. Cost $80.07 Unrealized +7.7%
AEP American Electric Power Co 1.3%
Value ($000) $16,715 Shares 243,700 Est. Cost $35.33 Unrealized +44.3%
APD Air Products & Chemicals 1.3%
Value ($000) $16,396 Shares 103,100 Est. Cost $111.18 Unrealized +22.1%
PM Philip Morris Intl Inc 1.3%
Value ($000) $16,312 Shares 164,100 Est. Cost $56.91 Unrealized +20.7%
Cracker Barrel 1.2%
Value ($000) $15,952 Shares 100,200 Est. Cost $159.76 Unrealized
Sanofi-Aventis 1.2%
Value ($000) $15,924 Shares 397,300 Est. Cost $40.42 Unrealized
CAT Caterpillar Inc Del 1.1%
Value ($000) $14,818 Shares 100,541 Est. Cost $64.93 Unrealized +104.9%
Duke Energy Corp New 1.1%
Value ($000) $14,757 Shares 190,489 Est. Cost $82.00 Unrealized
DRI Darden Restaurants Inc 1.1%
Value ($000) $14,471 Shares 169,750 Est. Cost $40.00 Unrealized +90.3%
Medtronic Inc 1.1%
Value ($000) $13,817 Shares 172,243 Est. Cost $80.41 Unrealized
SunTrust Bank 1.1%
Value ($000) $13,754 Shares 202,146 Est. Cost $68.04 Unrealized
Nordstrom Inc 1.0%
Value ($000) $13,453 Shares 277,900 Est. Cost $43.81 Unrealized
Travelers Cos Inc 1.0%
Value ($000) $13,423 Shares 96,664 Est. Cost $122.17 Unrealized
BP Bp Plc Spon Adr 1.0%
Value ($000) $13,078 Shares 322,585 Est. Cost $38.35 Unrealized
BHP BHP Billiton Ltd 1.0%
Value ($000) $12,862 Shares 289,490 Est. Cost $46.33 Unrealized
HAS Hasbro Inc 1.0%
Value ($000) $12,839 Shares 152,300 Est. Cost $60.13 Unrealized +16.4%
VOD Vodafone Group 1.0%
Value ($000) $12,811 Shares 460,500 Est. Cost $28.74 Unrealized
PAYX Paychex Inc 1.0%
Value ($000) $12,541 Shares 203,625 Est. Cost $33.95 Unrealized +54.2%
GIS General Mills Inc 0.9%
Value ($000) $12,297 Shares 272,900 Est. Cost $39.62 Unrealized +3.4%
FAST Fastenal Co 0.9%
Value ($000) $12,141 Shares 222,400 Est. Cost $9.21 Unrealized +21.8%
General Electric 0.9%
Value ($000) $11,774 Shares 873,453 Est. Cost $27.11 Unrealized
DG Dollar General Corp 0.9%
Value ($000) $11,760 Shares 125,705 Est. Cost $55.79 Unrealized +55.6%
FE First Energy Corp 0.9%
Value ($000) $11,410 Shares 335,500 Est. Cost $22.26 Unrealized +4.7%
ABBNY ABB LTD 0.9%
Value ($000) $11,079 Shares 466,700 Est. Cost $23.37 Unrealized
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $10,649 Shares 168,366 Est. Cost $44.35 Unrealized +8.5%
KO Coca Cola Company 0.8%
Value ($000) $10,384 Shares 239,100 Est. Cost $30.17 Unrealized +16.2%
KR Kroger Co 0.8%
Value ($000) $10,281 Shares 429,465 Est. Cost $24.29 Unrealized -5.4%
PPL Corp 0.8%
Value ($000) $9,862 Shares 348,600 Est. Cost $37.18 Unrealized
DLB Dolby Laboratories, Inc CL A 0.7%
Value ($000) $9,629 Shares 151,535 Est. Cost $46.86 Unrealized +23.0%
3m Company 0.7%
Value ($000) $9,381 Shares 42,733 Est. Cost $198.21 Unrealized
KHC Kraft Heinz Company 0.7%
Value ($000) $9,346 Shares 150,042 Est. Cost $51.53 Unrealized -5.0%
Total SA 0.7%
Value ($000) $9,337 Shares 161,850 Est. Cost $50.67 Unrealized
Waste Management Inc New 0.7%
Value ($000) $9,262 Shares 110,100 Est. Cost $73.64 Unrealized
SO Southern Company 0.7%
Value ($000) $8,916 Shares 199,640 Est. Cost $29.25 Unrealized +9.9%
WLY Wiley John & Sons Cl A 0.7%
Value ($000) $8,627 Shares 135,435 Est. Cost $29.34 Unrealized +71.3%
CPB Campbell Soup Co 0.7%
Value ($000) $8,528 Shares 196,900 Est. Cost $41.83 Unrealized -17.1%
Conocophillips 0.7%
Value ($000) $8,433 Shares 142,234 Est. Cost $50.88 Unrealized
Amdocs Limited 0.6%
Value ($000) $8,394 Shares 125,803 Est. Cost $60.99 Unrealized
Torchmark Corp 0.6%
Value ($000) $8,242 Shares 97,915 Est. Cost $60.32 Unrealized
CHUBB LTD 0.6%
Value ($000) $8,059 Shares 58,923 Est. Cost $139.92 Unrealized
Kellogg 0.6%
Value ($000) $8,035 Shares 123,600 Est. Cost $46.13 Unrealized +2.5%
CLX Clorox Co Del Com 0.6%
Value ($000) $7,750 Shares 58,220 Est. Cost $105.39 Unrealized +1.3%
LMT Lockheed Martin Corp 0.6%
Value ($000) $7,739 Shares 22,900 Est. Cost $184.40 Unrealized +49.4%
Lab Corp Of Amer 0.6%
Value ($000) $7,636 Shares 47,210 Est. Cost $149.60 Unrealized
RGA Reinsurance Group America 0.6%
Value ($000) $7,207 Shares 46,797 Est. Cost $76.00 Unrealized +106.8%
MOS Mosaic Company 0.5%
Value ($000) $7,016 Shares 288,950 Est. Cost $20.03 Unrealized +15.5%
AXP American Express 0.5%
Value ($000) $6,787 Shares 72,760 Est. Cost $61.49 Unrealized +41.5%
Varian Medical Systems 0.5%
Value ($000) $6,740 Shares 54,950 Est. Cost $91.14 Unrealized
Apache Corp 0.5%
Value ($000) $6,578 Shares 170,950 Est. Cost $54.97 Unrealized
MUR Murphy Oil Corp 0.5%
Value ($000) $6,547 Shares 253,385 Est. Cost $24.66 Unrealized -12.0%
IFF Intl Flavors & Fragrance 0.5%
Value ($000) $6,407 Shares 46,798 Est. Cost $63.43 Unrealized +86.1%
MSM MSC Industrial 0.4%
Value ($000) $5,825 Shares 63,515 Est. Cost $80.47 Unrealized +14.8%
MUSA Murphy Oil Corp USA 0.4%
Value ($000) $5,401 Shares 74,193 Est. Cost $43.55 Unrealized +74.3%
Ensco PLC SHS CL A 0.4%
Value ($000) $5,104 Shares 1,163,040 Est. Cost $7.19 Unrealized
Advance Auto Parts Inc 0.4%
Value ($000) $4,986 Shares 42,055 Est. Cost $141.95 Unrealized
RCI Rogers Communications 0.4%
Value ($000) $4,674 Shares 104,600 Est. Cost $41.29 Unrealized +13.7%
TGT Target Corp Com 0.4%
Value ($000) $4,548 Shares 65,500 Est. Cost $42.68 Unrealized +37.0%
Healthcare Realty TR REIT 0.3%
Value ($000) $3,879 Shares 140,000 Est. Cost $30.32 Unrealized
Facebook Inc 0.3%
Value ($000) $3,845 Shares 24,065 Est. Cost $142.03 Unrealized
ADP Automatic Data Proc 0.3%
Value ($000) $3,552 Shares 31,300 Est. Cost $75.12 Unrealized +31.3%
RL Ralph Lauren Corp 0.3%
Value ($000) $3,409 Shares 30,496 Est. Cost $95.07 Unrealized -2.5%
Hilton Food Group PLC 0.2%
Value ($000) $2,379 Shares 204,297 Est. Cost $8.42 Unrealized
VSEC VSE Corp 0.2%
Value ($000) $2,331 Shares 45,069 Est. Cost $37.34 Unrealized +24.5%
SEB Seaboard Corp 0.2%
Value ($000) $2,235 Shares 524 Est. Cost $3641.43 Unrealized +12.3%
STRL Sterling Construction 0.2%
Value ($000) $2,216 Shares 193,359 Est. Cost $9.43 Unrealized +40.1%
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $2,185 Shares 958,236 Est. Cost $2.23 Unrealized +8.9%
CNRD Conrad Industries 0.2%
Value ($000) $2,121 Shares 125,062 Est. Cost $22.55 Unrealized -22.0%
Ashmore Group Ltd 0.2%
Value ($000) $1,996 Shares 374,287 Est. Cost $4.43 Unrealized
Echelon Financial Holdings Inc. 0.2%
Value ($000) $1,991 Shares 209,630 Est. Cost $10.45 Unrealized
GIL Gildan Activewear Inc 0.2%
Value ($000) $1,973 Shares 68,295 Est. Cost $26.99 Unrealized +0.7%
Patriot Transportation 0.1%
Value ($000) $1,934 Shares 104,484 Est. Cost $19.85 Unrealized
DIT Amcon Distributing 0.1%
Value ($000) $1,780 Shares 19,779 Est. Cost $80.61 Unrealized -5.6%
HWDJF Howden Joinery 0.1%
Value ($000) $1,751 Shares 270,820 Est. Cost $5.86 Unrealized +10.8%
Homeserve PLC 0.1%
Value ($000) $1,574 Shares 152,014 Est. Cost $10.92 Unrealized
Leucadia Natl Corp 0.1%
Value ($000) $1,547 Shares 68,055 Est. Cost $23.03 Unrealized
NRC Natl Research Corp A 0.1%
Value ($000) $1,471 Shares 50,305 Est. Cost $27.10 Unrealized +23.8%
Natl Research Corp B 0.1%
Value ($000) $1,416 Shares 28,421 Est. Cost $35.28 Unrealized
BLBD Blue Bird Corp 0.1%
Value ($000) $1,402 Shares 59,215 Est. Cost $10.39 Unrealized +110.7%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $317 Shares 3,553 Est. Cost $89.22 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $303 Shares 13,882 Est. Cost $13.91 Unrealized +6.1%
OEF IShares S&P 100 0.0%
Value ($000) $211 Shares 1,822 Est. Cost $111.42 Unrealized
Civeo Corp 0.0%
Value ($000) $64 Shares 17,050 Est. Cost $2.93 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized