Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 15, 2018

Total Value ($000): $1,452,178 (100.0% shares, 0.0% debt)

Holdings (112)

JNJ Johnson And Johnson 2.7%
Value ($000) $38,642 Shares 279,668 Est. Cost $69.91 Unrealized +54.5%
CSCO Cisco Systems Inc 2.4%
Value ($000) $35,578 Shares 731,298 Est. Cost $25.05 Unrealized +43.9%
INTC Intel Corp 2.3%
Value ($000) $33,584 Shares 710,176 Est. Cost $24.91 Unrealized +66.6%
PFE Pfizer Inc 2.3%
Value ($000) $33,554 Shares 761,374 Est. Cost $18.14 Unrealized +52.5%
MSFT Microsoft Corp 2.0%
Value ($000) $28,594 Shares 250,015 Est. Cost $32.55 Unrealized +209.7%
XOM Exxon Mobil Corp 1.9%
Value ($000) $28,110 Shares 330,626 Est. Cost $56.48 Unrealized +3.0%
Medtronic Inc 1.8%
Value ($000) $26,825 Shares 272,690 Est. Cost $86.12 Unrealized
OXY Occidental Petroleum Corp 1.8%
Value ($000) $25,440 Shares 309,600 Est. Cost $55.89 Unrealized +21.2%
PEP Pepsico Inc 1.7%
Value ($000) $24,828 Shares 222,075 Est. Cost $75.75 Unrealized +19.2%
Royal Dutch Shell 1.7%
Value ($000) $24,403 Shares 358,120 Est. Cost $58.92 Unrealized
IBM Intl Business Machines Corp Ibm 1.6%
Value ($000) $23,528 Shares 155,600 Est. Cost $98.59 Unrealized +2.7%
AT&T Corp 1.6%
Value ($000) $23,440 Shares 698,038 Est. Cost $38.69 Unrealized
Merck & Company, Inc 1.6%
Value ($000) $23,431 Shares 330,300 Est. Cost $61.68 Unrealized
MCD Mcdonalds Corp Com 1.6%
Value ($000) $22,986 Shares 137,400 Est. Cost $135.46 Unrealized -0.5%
Verizon Communications Com 1.6%
Value ($000) $22,846 Shares 427,910 Est. Cost $49.51 Unrealized
PAYX Paychex Inc 1.6%
Value ($000) $22,792 Shares 309,465 Est. Cost $40.93 Unrealized +41.5%
GPC Genuine Parts Co 1.6%
Value ($000) $22,673 Shares 228,100 Est. Cost $68.56 Unrealized +15.5%
Glaxosmithkline PLC 1.5%
Value ($000) $22,218 Shares 553,100 Est. Cost $41.57 Unrealized
WFC Wells Fargo & Co New Del 1.5%
Value ($000) $22,191 Shares 422,206 Est. Cost $37.66 Unrealized +23.5%
AFL Aflac Inc 1.5%
Value ($000) $21,948 Shares 466,277 Est. Cost $32.04 Unrealized +20.1%
UPS United Parcel Service 1.5%
Value ($000) $21,902 Shares 187,600 Est. Cost $69.77 Unrealized +26.8%
AAPL Apple Computer 1.5%
Value ($000) $21,806 Shares 96,600 Est. Cost $32.80 Unrealized +50.2%
USB Us Bancorp (new) 1.5%
Value ($000) $21,557 Shares 408,200 Est. Cost $35.39 Unrealized +10.6%
BB&T Corporation 1.5%
Value ($000) $21,548 Shares 443,932 Est. Cost $39.19 Unrealized
Cracker Barrel 1.5%
Value ($000) $21,525 Shares 146,300 Est. Cost $155.95 Unrealized
JP Morgan Chase & Co 1.5%
Value ($000) $21,113 Shares 187,103 Est. Cost $88.41 Unrealized
RY Royal Bank of Canada 1.4%
Value ($000) $20,633 Shares 257,300 Est. Cost $66.97 Unrealized +17.1%
Sanofi-Aventis 1.4%
Value ($000) $20,209 Shares 452,400 Est. Cost $40.57 Unrealized
KR Kroger Co 1.3%
Value ($000) $19,528 Shares 670,820 Est. Cost $24.59 Unrealized +3.4%
CVX Chevron Corp 1.3%
Value ($000) $19,463 Shares 159,169 Est. Cost $71.40 Unrealized +23.1%
CHUBB LTD 1.3%
Value ($000) $19,380 Shares 145,013 Est. Cost $133.06 Unrealized
BP Bp Plc Spon Adr 1.3%
Value ($000) $19,222 Shares 416,965 Est. Cost $40.49 Unrealized
TXN Texas Instruments Inc 1.3%
Value ($000) $19,161 Shares 178,591 Est. Cost $88.57 Unrealized +1.9%
BHP BHP Billiton Ltd 1.3%
Value ($000) $18,918 Shares 379,575 Est. Cost $47.18 Unrealized
BMY Bristol-Myers Squibb Co 1.3%
Value ($000) $18,823 Shares 303,209 Est. Cost $44.63 Unrealized +0.8%
Eaton Corp 1.3%
Value ($000) $18,647 Shares 215,000 Est. Cost $75.96 Unrealized
Duke Energy Corp New 1.3%
Value ($000) $18,487 Shares 231,024 Est. Cost $81.66 Unrealized
AEP American Electric Power Co 1.3%
Value ($000) $18,386 Shares 259,400 Est. Cost $36.52 Unrealized +50.3%
PG Procter & Gamble Co 1.2%
Value ($000) $18,052 Shares 216,897 Est. Cost $64.11 Unrealized +5.7%
SunTrust Bank 1.2%
Value ($000) $17,863 Shares 267,446 Est. Cost $67.69 Unrealized
TGT Target Corp Com 1.2%
Value ($000) $17,660 Shares 200,200 Est. Cost $54.82 Unrealized +24.0%
CAT Caterpillar Inc Del 1.2%
Value ($000) $17,566 Shares 115,196 Est. Cost $71.98 Unrealized +67.4%
DRI Darden Restaurants Inc 1.2%
Value ($000) $16,990 Shares 152,800 Est. Cost $43.75 Unrealized +109.9%
KMB Kimberly Clark Corp 1.2%
Value ($000) $16,720 Shares 147,130 Est. Cost $80.07 Unrealized +8.1%
Price T Rowe Group Inc 1.0%
Value ($000) $15,111 Shares 138,400 Est. Cost $78.56 Unrealized
LMT Lockheed Martin Corp 1.0%
Value ($000) $14,911 Shares 43,100 Est. Cost $226.31 Unrealized +16.8%
Nordstrom Inc 1.0%
Value ($000) $14,552 Shares 243,300 Est. Cost $43.81 Unrealized
GIS General Mills Inc 1.0%
Value ($000) $14,507 Shares 338,000 Est. Cost $38.73 Unrealized -9.7%
APD Air Products & Chemicals 1.0%
Value ($000) $14,483 Shares 86,700 Est. Cost $111.18 Unrealized +22.3%
DG Dollar General Corp 0.9%
Value ($000) $13,722 Shares 125,545 Est. Cost $55.79 Unrealized +69.3%
PM Philip Morris Intl Inc 0.9%
Value ($000) $13,373 Shares 164,000 Est. Cost $56.91 Unrealized -2.5%
ABBNY ABB LTD 0.9%
Value ($000) $13,091 Shares 554,000 Est. Cost $23.11 Unrealized
Total SA 0.9%
Value ($000) $12,977 Shares 201,535 Est. Cost $53.00 Unrealized
Travelers Cos Inc 0.9%
Value ($000) $12,538 Shares 96,664 Est. Cost $122.17 Unrealized
SO Southern Company 0.9%
Value ($000) $12,518 Shares 287,120 Est. Cost $30.52 Unrealized +12.3%
FAST Fastenal Co 0.9%
Value ($000) $12,399 Shares 213,700 Est. Cost $9.21 Unrealized +27.9%
KO Coca Cola Company 0.8%
Value ($000) $12,333 Shares 267,000 Est. Cost $31.01 Unrealized +17.1%
CLX Clorox Co Del Com 0.8%
Value ($000) $11,870 Shares 78,920 Est. Cost $105.66 Unrealized +8.5%
3m Company 0.8%
Value ($000) $11,870 Shares 56,333 Est. Cost $201.19 Unrealized
PPL Corp 0.8%
Value ($000) $11,511 Shares 393,400 Est. Cost $35.80 Unrealized
Ensco PLC SHS CL A 0.7%
Value ($000) $10,049 Shares 1,190,620 Est. Cost $7.28 Unrealized
Kellogg 0.7%
Value ($000) $9,971 Shares 142,400 Est. Cost $46.82 Unrealized +9.6%
MOS Mosaic Company 0.7%
Value ($000) $9,609 Shares 295,840 Est. Cost $20.09 Unrealized +32.1%
WLY Wiley John & Sons Cl A 0.6%
Value ($000) $9,087 Shares 149,945 Est. Cost $31.18 Unrealized +56.3%
Waste Management Inc New 0.6%
Value ($000) $9,027 Shares 99,900 Est. Cost $73.64 Unrealized
Advance Auto Parts Inc 0.6%
Value ($000) $8,929 Shares 53,045 Est. Cost $140.64 Unrealized
FITB Fifth Third Bancorp 0.6%
Value ($000) $8,774 Shares 314,270 Est. Cost $22.00 Unrealized 0.0%
Torchmark Corp 0.6%
Value ($000) $8,444 Shares 97,405 Est. Cost $60.32 Unrealized
MUR Murphy Oil Corp 0.6%
Value ($000) $8,431 Shares 252,890 Est. Cost $24.66 Unrealized -1.5%
Amdocs Limited 0.6%
Value ($000) $8,303 Shares 125,843 Est. Cost $60.99 Unrealized
Lab Corp Of Amer 0.6%
Value ($000) $8,248 Shares 47,490 Est. Cost $149.60 Unrealized
Apache Corp 0.6%
Value ($000) $8,209 Shares 172,210 Est. Cost $54.88 Unrealized
Conocophillips 0.6%
Value ($000) $8,113 Shares 104,819 Est. Cost $50.88 Unrealized
TSCO Tractor Supply Co 0.6%
Value ($000) $8,096 Shares 89,080 Est. Cost $12.51 Unrealized +18.8%
AXP American Express 0.5%
Value ($000) $7,742 Shares 72,700 Est. Cost $61.49 Unrealized +53.0%
HAS Hasbro Inc 0.5%
Value ($000) $7,043 Shares 67,000 Est. Cost $60.20 Unrealized +27.3%
DLB Dolby Laboratories, Inc CL A 0.5%
Value ($000) $6,770 Shares 96,755 Est. Cost $46.97 Unrealized +28.5%
RGA Reinsurance Group America 0.5%
Value ($000) $6,714 Shares 46,447 Est. Cost $76.00 Unrealized +86.1%
IFF Intl Flavors & Fragrance 0.4%
Value ($000) $6,499 Shares 46,718 Est. Cost $63.43 Unrealized +70.8%
MUSA Murphy USA Inc 0.4%
Value ($000) $6,333 Shares 74,103 Est. Cost $43.55 Unrealized +84.2%
FE First Energy Corp 0.4%
Value ($000) $6,248 Shares 168,100 Est. Cost $22.26 Unrealized +21.6%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $6,053 Shares 64,452 Est. Cost $27.34 Unrealized 0.0%
MSM MSC Industrial 0.4%
Value ($000) $5,642 Shares 64,035 Est. Cost $80.47 Unrealized +6.0%
RCI Rogers Communications 0.4%
Value ($000) $5,357 Shares 104,195 Est. Cost $41.29 Unrealized +23.9%
Facebook Inc 0.4%
Value ($000) $5,093 Shares 30,965 Est. Cost $147.03 Unrealized
Cerner Corp 0.3%
Value ($000) $4,822 Shares 74,865 Est. Cost $59.79 Unrealized
Varian Medical Systems 0.3%
Value ($000) $4,471 Shares 39,945 Est. Cost $91.14 Unrealized
RL Ralph Lauren Corp 0.3%
Value ($000) $4,208 Shares 30,591 Est. Cost $95.07 Unrealized +21.2%
KHC Kraft Heinz Company 0.3%
Value ($000) $4,042 Shares 73,342 Est. Cost $51.53 Unrealized -18.9%
STRL Sterling Construction 0.2%
Value ($000) $2,639 Shares 184,262 Est. Cost $9.49 Unrealized +49.5%
NRC National Research Corporation 0.2%
Value ($000) $2,630 Shares 68,133 Est. Cost $29.27 Unrealized +29.6%
CNRD Conrad Industries 0.2%
Value ($000) $2,623 Shares 138,033 Est. Cost $22.09 Unrealized -17.5%
SEB Seaboard Corp 0.2%
Value ($000) $2,560 Shares 690 Est. Cost $3660.19 Unrealized -0.1%
Echelon Financial Holdings Inc. 0.2%
Value ($000) $2,550 Shares 270,415 Est. Cost $10.16 Unrealized
Ashmore Group Ltd 0.2%
Value ($000) $2,520 Shares 530,812 Est. Cost $4.55 Unrealized
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $2,349 Shares 1,314,615 Est. Cost $2.19 Unrealized -14.0%
GIL Gildan Activewear Inc 0.2%
Value ($000) $2,327 Shares 76,475 Est. Cost $26.85 Unrealized -4.1%
Patriot Transportation 0.2%
Value ($000) $2,318 Shares 120,561 Est. Cost $19.60 Unrealized
HWDJF Howden Joinery 0.2%
Value ($000) $2,243 Shares 366,800 Est. Cost $6.04 Unrealized +6.6%
Homeserve PLC 0.2%
Value ($000) $2,191 Shares 163,904 Est. Cost $11.06 Unrealized
VSEC VSE Corp 0.1%
Value ($000) $2,113 Shares 63,764 Est. Cost $37.89 Unrealized +1.6%
DIT Amcon Distributing 0.1%
Value ($000) $1,993 Shares 22,922 Est. Cost $79.79 Unrealized -8.3%
Hilton Food Group PLC 0.1%
Value ($000) $1,895 Shares 150,733 Est. Cost $8.42 Unrealized
BLBD Blue Bird Corp 0.1%
Value ($000) $1,644 Shares 67,105 Est. Cost $11.78 Unrealized +95.1%
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $1,088 Shares 49,560 Est. Cost $16.63 Unrealized -0.0%
Ameris Bancorp 0.0%
Value ($000) $714 Shares 15,629 Est. Cost $45.68 Unrealized
Wisdomtree Total Div Fund 0.0%
Value ($000) $332 Shares 3,453 Est. Cost $91.23 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $259 Shares 13,882 Est. Cost $13.91 Unrealized +7.8%
OEF IShares S&P 100 0.0%
Value ($000) $236 Shares 1,822 Est. Cost $111.42 Unrealized
Civeo Corp 0.0%
Value ($000) $66 Shares 16,000 Est. Cost $2.93 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $25 Shares 10,360 Est. Cost $1.54 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized