Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $1,359,940 (100.0% shares, 0.0% debt)

Holdings (115)

CSCO Cisco Systems Inc 2.4%
Value ($000) $33,277 Shares 773,348 Est. Cost $25.05 Unrealized +38.7%
JNJ Johnson And Johnson 2.4%
Value ($000) $32,148 Shares 264,941 Est. Cost $67.79 Unrealized +48.5%
INTC Intel Corp 2.3%
Value ($000) $30,973 Shares 623,066 Est. Cost $22.59 Unrealized +99.4%
PFE Pfizer Inc 2.2%
Value ($000) $29,594 Shares 815,719 Est. Cost $18.14 Unrealized +34.0%
MSFT Microsoft Corp 2.1%
Value ($000) $28,653 Shares 290,570 Est. Cost $32.55 Unrealized +175.8%
XOM Exxon Mobil Corp 2.1%
Value ($000) $28,457 Shares 343,976 Est. Cost $56.48 Unrealized -0.6%
Royal Dutch Shell 1.8%
Value ($000) $24,843 Shares 358,850 Est. Cost $58.92 Unrealized
Glaxosmithkline PLC 1.8%
Value ($000) $24,025 Shares 596,000 Est. Cost $41.57 Unrealized
AFL Aflac Inc 1.7%
Value ($000) $23,769 Shares 552,507 Est. Cost $32.04 Unrealized +17.2%
PAYX Paychex Inc 1.7%
Value ($000) $23,079 Shares 337,665 Est. Cost $40.93 Unrealized +25.9%
OXY Occidental Petroleum Corp 1.7%
Value ($000) $22,805 Shares 272,525 Est. Cost $54.28 Unrealized +22.2%
Merck & Company, Inc 1.6%
Value ($000) $22,083 Shares 363,800 Est. Cost $61.68 Unrealized
Verizon Communications Com 1.6%
Value ($000) $21,759 Shares 432,496 Est. Cost $49.51 Unrealized
CA INC 1.6%
Value ($000) $21,661 Shares 607,600 Est. Cost $32.36 Unrealized
DRI Darden Restaurants Inc 1.5%
Value ($000) $20,416 Shares 190,700 Est. Cost $43.75 Unrealized +69.5%
WFC Wells Fargo & Co New Del 1.5%
Value ($000) $20,097 Shares 362,506 Est. Cost $36.20 Unrealized +19.7%
GPC Genuine Parts Co 1.5%
Value ($000) $19,845 Shares 216,200 Est. Cost $67.97 Unrealized +7.6%
IBM Intl Business Machines Corp Ibm 1.4%
Value ($000) $19,544 Shares 139,900 Est. Cost $98.29 Unrealized +1.7%
MCD Mcdonalds Corp Com 1.4%
Value ($000) $19,320 Shares 123,300 Est. Cost $135.53 Unrealized 0.0%
CVX Chevron Corp 1.4%
Value ($000) $19,315 Shares 152,769 Est. Cost $70.70 Unrealized +26.1%
LLY Eli Lilly & Co 1.4%
Value ($000) $19,286 Shares 226,011 Est. Cost $52.06 Unrealized +41.5%
USB Us Bancorp (new) 1.4%
Value ($000) $19,278 Shares 385,400 Est. Cost $35.17 Unrealized +5.9%
JP Morgan Chase & Co 1.4%
Value ($000) $19,236 Shares 184,603 Est. Cost $88.08 Unrealized
UPS United Parcel Service 1.4%
Value ($000) $19,143 Shares 180,200 Est. Cost $69.00 Unrealized +21.4%
AT&T Corp 1.4%
Value ($000) $18,821 Shares 586,129 Est. Cost $39.67 Unrealized
RY Royal Bank of Canada 1.3%
Value ($000) $18,313 Shares 243,200 Est. Cost $66.31 Unrealized +15.5%
PG Procter & Gamble Co 1.3%
Value ($000) $18,072 Shares 231,520 Est. Cost $64.11 Unrealized -3.6%
Sanofi-Aventis 1.3%
Value ($000) $17,340 Shares 433,400 Est. Cost $40.39 Unrealized
PEP Pepsico Inc 1.3%
Value ($000) $17,263 Shares 158,565 Est. Cost $69.92 Unrealized +16.9%
BB&T Corporation 1.3%
Value ($000) $17,217 Shares 341,332 Est. Cost $36.38 Unrealized
Price T Rowe Group Inc 1.2%
Value ($000) $16,949 Shares 146,000 Est. Cost $78.56 Unrealized
AEP American Electric Power Co 1.2%
Value ($000) $16,876 Shares 243,700 Est. Cost $35.33 Unrealized +45.7%
Medtronic Inc 1.2%
Value ($000) $16,398 Shares 191,539 Est. Cost $80.94 Unrealized
KMB Kimberly Clark Corp 1.2%
Value ($000) $16,344 Shares 155,155 Est. Cost $80.07 Unrealized -0.8%
APD Air Products & Chemicals 1.2%
Value ($000) $16,211 Shares 104,100 Est. Cost $111.18 Unrealized +21.9%
CHUBB LTD 1.2%
Value ($000) $16,207 Shares 127,593 Est. Cost $132.98 Unrealized
BHP BHP Billiton Ltd 1.2%
Value ($000) $16,093 Shares 321,805 Est. Cost $46.70 Unrealized
Cracker Barrel 1.2%
Value ($000) $16,074 Shares 102,900 Est. Cost $159.67 Unrealized
Duke Energy Corp New 1.1%
Value ($000) $15,113 Shares 191,121 Est. Cost $82.00 Unrealized
LMT Lockheed Martin Corp 1.1%
Value ($000) $14,594 Shares 49,400 Est. Cost $226.31 Unrealized +16.0%
Eaton Corp 1.1%
Value ($000) $14,462 Shares 193,500 Est. Cost $74.77 Unrealized
SunTrust Bank 1.1%
Value ($000) $14,442 Shares 218,746 Est. Cost $67.89 Unrealized
Nordstrom Inc 1.1%
Value ($000) $14,390 Shares 277,900 Est. Cost $43.81 Unrealized
HAS Hasbro Inc 1.0%
Value ($000) $14,216 Shares 154,000 Est. Cost $60.20 Unrealized +10.9%
TGT Target Corp Com 1.0%
Value ($000) $13,900 Shares 182,600 Est. Cost $53.56 Unrealized +11.4%
VOD Vodafone Group 1.0%
Value ($000) $13,886 Shares 571,200 Est. Cost $27.88 Unrealized
BP Bp Plc Spon Adr 1.0%
Value ($000) $13,785 Shares 301,895 Est. Cost $38.35 Unrealized
CAT Caterpillar Inc Del 1.0%
Value ($000) $13,647 Shares 100,591 Est. Cost $64.93 Unrealized +94.9%
KO Coca Cola Company 1.0%
Value ($000) $13,399 Shares 305,500 Est. Cost $31.01 Unrealized +9.7%
PM Philip Morris Intl Inc 1.0%
Value ($000) $13,241 Shares 164,000 Est. Cost $56.91 Unrealized -0.6%
AAPL Apple Computer 1.0%
Value ($000) $13,198 Shares 71,300 Est. Cost $26.96 Unrealized +58.6%
KR Kroger Co 0.9%
Value ($000) $12,702 Shares 446,480 Est. Cost $24.17 Unrealized -11.6%
DG Dollar General Corp 0.9%
Value ($000) $12,421 Shares 125,975 Est. Cost $55.79 Unrealized +56.2%
GIS General Mills Inc 0.9%
Value ($000) $12,118 Shares 273,800 Est. Cost $39.62 Unrealized -15.6%
FE First Energy Corp 0.9%
Value ($000) $12,073 Shares 336,200 Est. Cost $22.26 Unrealized +12.9%
ABBNY ABB LTD 0.9%
Value ($000) $12,061 Shares 554,000 Est. Cost $23.11 Unrealized
PPL Corp 0.9%
Value ($000) $11,845 Shares 414,900 Est. Cost $35.80 Unrealized
Travelers Cos Inc 0.9%
Value ($000) $11,826 Shares 96,664 Est. Cost $122.17 Unrealized
SO Southern Company 0.9%
Value ($000) $11,699 Shares 252,620 Est. Cost $30.01 Unrealized +9.5%
TXN Texas Instruments Inc 0.8%
Value ($000) $11,101 Shares 100,690 Est. Cost $87.28 Unrealized 0.0%
Total SA 0.8%
Value ($000) $10,976 Shares 181,235 Est. Cost $51.72 Unrealized
FAST Fastenal Co 0.8%
Value ($000) $10,680 Shares 221,900 Est. Cost $9.21 Unrealized +15.4%
DLB Dolby Laboratories, Inc CL A 0.7%
Value ($000) $9,456 Shares 153,275 Est. Cost $46.97 Unrealized +21.6%
KHC Kraft Heinz Company 0.7%
Value ($000) $9,453 Shares 150,482 Est. Cost $51.53 Unrealized -20.3%
CLX Clorox Co Del Com 0.7%
Value ($000) $9,335 Shares 69,020 Est. Cost $104.38 Unrealized -5.3%
BMY Bristol-Myers Squibb Co 0.7%
Value ($000) $9,320 Shares 168,407 Est. Cost $44.35 Unrealized -8.4%
Kellogg 0.6%
Value ($000) $8,636 Shares 123,600 Est. Cost $46.13 Unrealized -2.5%
MUR Murphy Oil Corp 0.6%
Value ($000) $8,574 Shares 253,900 Est. Cost $24.66 Unrealized -5.2%
Lab Corp Of Amer 0.6%
Value ($000) $8,519 Shares 47,450 Est. Cost $149.60 Unrealized
Ensco PLC SHS CL A 0.6%
Value ($000) $8,504 Shares 1,171,385 Est. Cost $7.26 Unrealized
WLY Wiley John & Sons Cl A 0.6%
Value ($000) $8,465 Shares 135,650 Est. Cost $29.34 Unrealized +76.4%
3m Company 0.6%
Value ($000) $8,446 Shares 42,933 Est. Cost $198.21 Unrealized
Amdocs Limited 0.6%
Value ($000) $8,339 Shares 125,988 Est. Cost $60.99 Unrealized
MOS Mosaic Company 0.6%
Value ($000) $8,230 Shares 293,415 Est. Cost $20.09 Unrealized +18.9%
Waste Management Inc New 0.6%
Value ($000) $8,126 Shares 99,900 Est. Cost $73.64 Unrealized
Apache Corp 0.6%
Value ($000) $8,080 Shares 172,840 Est. Cost $54.88 Unrealized
Torchmark Corp 0.6%
Value ($000) $7,989 Shares 98,135 Est. Cost $60.32 Unrealized
Conocophillips 0.5%
Value ($000) $7,342 Shares 105,459 Est. Cost $50.88 Unrealized
Advance Auto Parts Inc 0.5%
Value ($000) $7,214 Shares 53,165 Est. Cost $140.64 Unrealized
AXP American Express 0.5%
Value ($000) $7,153 Shares 72,988 Est. Cost $61.49 Unrealized +44.1%
TSCO Tractor Supply Co 0.5%
Value ($000) $6,417 Shares 83,890 Est. Cost $12.36 Unrealized 0.0%
Varian Medical Systems 0.5%
Value ($000) $6,264 Shares 55,080 Est. Cost $91.14 Unrealized
RGA Reinsurance Group America 0.5%
Value ($000) $6,254 Shares 46,852 Est. Cost $76.00 Unrealized +96.2%
IFF Intl Flavors & Fragrance 0.4%
Value ($000) $5,811 Shares 46,878 Est. Cost $63.43 Unrealized +68.7%
MUSA Murphy Oil Corp USA 0.4%
Value ($000) $5,531 Shares 74,453 Est. Cost $43.55 Unrealized +54.2%
MSM MSC Industrial 0.4%
Value ($000) $5,411 Shares 63,775 Est. Cost $80.47 Unrealized +12.5%
RCI Rogers Communications 0.4%
Value ($000) $4,959 Shares 104,495 Est. Cost $41.29 Unrealized +13.8%
Facebook Inc 0.3%
Value ($000) $4,676 Shares 24,065 Est. Cost $142.03 Unrealized
Cerner Corp 0.3%
Value ($000) $4,465 Shares 74,675 Est. Cost $59.79 Unrealized
General Electric 0.3%
Value ($000) $4,127 Shares 303,353 Est. Cost $27.11 Unrealized
Healthcare Realty TR REIT 0.3%
Value ($000) $4,071 Shares 140,000 Est. Cost $30.32 Unrealized
RL Ralph Lauren Corp 0.3%
Value ($000) $3,844 Shares 30,576 Est. Cost $95.07 Unrealized +9.8%
Hilton Food Group PLC 0.2%
Value ($000) $2,636 Shares 200,897 Est. Cost $8.42 Unrealized
STRL Sterling Construction 0.2%
Value ($000) $2,570 Shares 197,239 Est. Cost $9.49 Unrealized +31.2%
NRC National Research Corporation 0.2%
Value ($000) $2,432 Shares 65,029 Est. Cost $28.85 Unrealized +20.7%
Echelon Financial Holdings Inc. 0.2%
Value ($000) $2,309 Shares 254,405 Est. Cost $10.21 Unrealized
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $2,284 Shares 1,121,175 Est. Cost $2.24 Unrealized +1.6%
CNRD Conrad Industries 0.2%
Value ($000) $2,269 Shares 130,772 Est. Cost $22.30 Unrealized -24.7%
Ashmore Group Ltd 0.2%
Value ($000) $2,237 Shares 454,172 Est. Cost $4.51 Unrealized
VSEC VSE Corp 0.2%
Value ($000) $2,227 Shares 46,599 Est. Cost $37.66 Unrealized +25.2%
SEB Seaboard Corp 0.2%
Value ($000) $2,211 Shares 558 Est. Cost $3660.69 Unrealized +8.1%
HWDJF Howden Joinery 0.2%
Value ($000) $2,052 Shares 289,840 Est. Cost $5.93 Unrealized +15.7%
GIL Gildan Activewear Inc 0.1%
Value ($000) $1,978 Shares 70,240 Est. Cost $26.95 Unrealized -5.0%
Homeserve PLC 0.1%
Value ($000) $1,852 Shares 156,014 Est. Cost $10.94 Unrealized
DIT Amcon Distributing 0.1%
Value ($000) $1,815 Shares 20,629 Est. Cost $80.52 Unrealized -2.6%
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $1,589 Shares 69,865 Est. Cost $16.63 Unrealized 0.0%
Patriot Transportation 0.1%
Value ($000) $1,530 Shares 72,838 Est. Cost $19.85 Unrealized
BLBD Blue Bird Corp 0.1%
Value ($000) $1,447 Shares 64,745 Est. Cost $11.37 Unrealized +92.8%
Wisdomtree Total Div Fund 0.0%
Value ($000) $315 Shares 3,453 Est. Cost $91.23 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $289 Shares 13,882 Est. Cost $13.91 Unrealized +13.0%
OEF IShares S&P 100 0.0%
Value ($000) $218 Shares 1,822 Est. Cost $111.42 Unrealized
Civeo Corp 0.0%
Value ($000) $73 Shares 16,850 Est. Cost $2.93 Unrealized
Cytodyn Inc 0.0%
Value ($000) $21 Shares 45,475 Est. Cost $0.46 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $16 Shares 10,360 Est. Cost $1.54 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized