Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $1,344,305 (100.0% shares, 0.0% debt)

Holdings (120)

INTC Intel Corp 2.5%
Value ($000) $33,217 Shares 707,801 Est. Cost $24.91 Unrealized +61.3%
CSCO Cisco Systems Inc 2.4%
Value ($000) $32,096 Shares 740,738 Est. Cost $25.20 Unrealized +46.5%
PFE Pfizer Inc 2.4%
Value ($000) $31,731 Shares 726,938 Est. Cost $18.14 Unrealized +65.5%
JNJ Johnson And Johnson 2.3%
Value ($000) $31,181 Shares 241,618 Est. Cost $69.91 Unrealized +63.3%
MSFT Microsoft Corp 1.9%
Value ($000) $26,185 Shares 257,805 Est. Cost $34.59 Unrealized +189.1%
Medtronic Inc 1.8%
Value ($000) $24,625 Shares 270,726 Est. Cost $86.12 Unrealized
Merck & Company, Inc 1.8%
Value ($000) $24,489 Shares 320,500 Est. Cost $61.68 Unrealized
Verizon Communications Com 1.8%
Value ($000) $24,339 Shares 432,923 Est. Cost $49.58 Unrealized
MCD Mcdonalds Corp Com 1.7%
Value ($000) $22,907 Shares 129,000 Est. Cost $135.46 Unrealized +10.8%
XOM Exxon Mobil Corp 1.7%
Value ($000) $22,622 Shares 331,754 Est. Cost $56.48 Unrealized -0.1%
PAYX Paychex Inc 1.7%
Value ($000) $22,501 Shares 345,365 Est. Cost $42.40 Unrealized +29.8%
PEP Pepsico Inc 1.7%
Value ($000) $22,374 Shares 202,520 Est. Cost $75.75 Unrealized +19.7%
AT&T Corp 1.6%
Value ($000) $21,709 Shares 760,658 Est. Cost $37.86 Unrealized
GPC Genuine Parts Co 1.6%
Value ($000) $21,537 Shares 224,300 Est. Cost $68.56 Unrealized +17.4%
AFL Aflac Inc 1.6%
Value ($000) $21,364 Shares 468,927 Est. Cost $32.04 Unrealized +17.3%
Royal Dutch Shell 1.6%
Value ($000) $20,957 Shares 359,655 Est. Cost $58.92 Unrealized
Glaxosmithkline PLC 1.6%
Value ($000) $20,893 Shares 546,800 Est. Cost $41.57 Unrealized
KMB Kimberly Clark Corp 1.5%
Value ($000) $20,718 Shares 181,830 Est. Cost $81.27 Unrealized +6.3%
PG Procter & Gamble Co 1.5%
Value ($000) $20,375 Shares 221,657 Est. Cost $64.34 Unrealized +16.2%
JP Morgan Chase & Co 1.5%
Value ($000) $20,149 Shares 206,403 Est. Cost $89.27 Unrealized
TXN Texas Instruments Inc 1.5%
Value ($000) $19,797 Shares 209,493 Est. Cost $87.18 Unrealized -9.3%
BHP BHP Billiton Ltd 1.5%
Value ($000) $19,770 Shares 409,400 Est. Cost $47.26 Unrealized
Sanofi-Aventis 1.5%
Value ($000) $19,621 Shares 452,000 Est. Cost $40.57 Unrealized
UPS United Parcel Service 1.4%
Value ($000) $19,389 Shares 198,800 Est. Cost $70.46 Unrealized +16.5%
AAPL Apple Computer 1.4%
Value ($000) $19,276 Shares 122,200 Est. Cost $35.57 Unrealized +29.4%
BB&T Corporation 1.4%
Value ($000) $19,114 Shares 441,232 Est. Cost $39.19 Unrealized
RY Royal Bank of Canada 1.4%
Value ($000) $19,090 Shares 278,600 Est. Cost $67.43 Unrealized +8.2%
Cracker Barrel 1.4%
Value ($000) $18,847 Shares 117,900 Est. Cost $155.95 Unrealized
CHUBB LTD 1.4%
Value ($000) $18,825 Shares 145,730 Est. Cost $133.06 Unrealized
WFC Wells Fargo & Co New Del 1.4%
Value ($000) $18,713 Shares 406,106 Est. Cost $37.66 Unrealized +11.6%
KR Kroger Co 1.4%
Value ($000) $18,576 Shares 675,480 Est. Cost $24.59 Unrealized +1.2%
USB Us Bancorp (new) 1.4%
Value ($000) $18,367 Shares 401,900 Est. Cost $35.39 Unrealized +8.2%
DRI Darden Restaurants Inc 1.4%
Value ($000) $18,364 Shares 183,900 Est. Cost $51.20 Unrealized +71.5%
AEP American Electric Power Co 1.4%
Value ($000) $18,274 Shares 244,500 Est. Cost $36.52 Unrealized +59.9%
CVX Chevron Corp 1.3%
Value ($000) $17,316 Shares 159,169 Est. Cost $71.40 Unrealized +18.7%
CAT Caterpillar Inc Del 1.2%
Value ($000) $16,596 Shares 130,606 Est. Cost $76.64 Unrealized +45.5%
OXY Occidental Petroleum Corp 1.2%
Value ($000) $16,579 Shares 270,105 Est. Cost $55.89 Unrealized +6.5%
IBM Intl Business Machines Corp Ibm 1.2%
Value ($000) $16,266 Shares 143,100 Est. Cost $98.59 Unrealized -10.8%
Eaton Corp 1.2%
Value ($000) $16,190 Shares 235,800 Est. Cost $75.32 Unrealized
TGT Target Corp Com 1.2%
Value ($000) $15,974 Shares 241,700 Est. Cost $56.28 Unrealized +12.5%
BP Bp Plc Spon Adr 1.2%
Value ($000) $15,876 Shares 418,670 Est. Cost $40.49 Unrealized
APD Air Products & Chemicals 1.1%
Value ($000) $15,429 Shares 96,400 Est. Cost $113.40 Unrealized +17.5%
Price T Rowe Group Inc 1.1%
Value ($000) $14,374 Shares 155,700 Est. Cost $80.09 Unrealized
SPY Spdr S&P 500 ETF Trust 1.0%
Value ($000) $14,000 Shares 56,016 Est. Cost $249.93 Unrealized
FAST Fastenal Co 1.0%
Value ($000) $13,773 Shares 263,400 Est. Cost $9.60 Unrealized +17.4%
LMT Lockheed Martin Corp 1.0%
Value ($000) $13,275 Shares 50,700 Est. Cost $229.87 Unrealized +8.8%
BMY Bristol-Myers Squibb Co 1.0%
Value ($000) $13,076 Shares 251,558 Est. Cost $44.63 Unrealized -8.2%
SO Southern Company 0.9%
Value ($000) $12,718 Shares 289,566 Est. Cost $30.52 Unrealized +12.2%
Nordstrom Inc 0.9%
Value ($000) $12,715 Shares 272,800 Est. Cost $44.11 Unrealized
Travelers Cos Inc 0.9%
Value ($000) $12,641 Shares 105,564 Est. Cost $121.97 Unrealized
Duke Energy Corp New 0.9%
Value ($000) $12,455 Shares 144,327 Est. Cost $81.66 Unrealized
ABBNY ABB LTD 0.9%
Value ($000) $12,189 Shares 641,200 Est. Cost $22.56 Unrealized
DG Dollar General Corp 0.8%
Value ($000) $11,358 Shares 105,085 Est. Cost $55.79 Unrealized +76.8%
PPL Corp 0.8%
Value ($000) $10,896 Shares 384,600 Est. Cost $35.80 Unrealized
GIS General Mills Inc 0.8%
Value ($000) $10,845 Shares 278,500 Est. Cost $38.73 Unrealized -14.9%
SunTrust Bank 0.8%
Value ($000) $10,771 Shares 213,546 Est. Cost $67.69 Unrealized
3m Company 0.8%
Value ($000) $10,734 Shares 56,333 Est. Cost $201.19 Unrealized
Total SA 0.8%
Value ($000) $10,516 Shares 201,535 Est. Cost $53.00 Unrealized
Kellogg 0.7%
Value ($000) $9,509 Shares 166,800 Est. Cost $46.76 Unrealized -0.8%
PM Philip Morris Intl Inc 0.7%
Value ($000) $8,959 Shares 134,200 Est. Cost $56.91 Unrealized +0.7%
Waste Management Inc New 0.6%
Value ($000) $8,659 Shares 97,300 Est. Cost $73.64 Unrealized
Advance Auto Parts Inc 0.6%
Value ($000) $8,475 Shares 53,825 Est. Cost $140.89 Unrealized
MOS Mosaic Company 0.6%
Value ($000) $8,194 Shares 280,520 Est. Cost $20.09 Unrealized +44.4%
HAS Hasbro Inc 0.6%
Value ($000) $7,597 Shares 93,500 Est. Cost $63.43 Unrealized +12.9%
TSCO Tractor Supply Co 0.6%
Value ($000) $7,552 Shares 90,510 Est. Cost $12.57 Unrealized +27.9%
Amdocs Limited 0.6%
Value ($000) $7,478 Shares 127,653 Est. Cost $60.95 Unrealized
KHC Kraft Heinz Company 0.6%
Value ($000) $7,452 Shares 173,142 Est. Cost $42.94 Unrealized -14.7%
FITB Fifth Third Bancorp 0.6%
Value ($000) $7,395 Shares 314,270 Est. Cost $22.00 Unrealized -9.8%
Torchmark Corp 0.5%
Value ($000) $7,374 Shares 98,940 Est. Cost $60.54 Unrealized
WLY Wiley John & Sons Cl A 0.5%
Value ($000) $7,117 Shares 151,515 Est. Cost $31.30 Unrealized +35.4%
AXP American Express 0.5%
Value ($000) $7,023 Shares 73,675 Est. Cost $61.94 Unrealized +53.4%
KO Coca Cola Company 0.5%
Value ($000) $6,991 Shares 147,636 Est. Cost $31.01 Unrealized +23.8%
Maxim Integrated Prods 0.5%
Value ($000) $6,921 Shares 136,100 Est. Cost $50.85 Unrealized
Spdr S P Oil Gas Explor 0.5%
Value ($000) $6,775 Shares 255,363 Est. Cost $26.53 Unrealized
Conocophillips 0.5%
Value ($000) $6,630 Shares 106,334 Est. Cost $51.04 Unrealized
RGA Reinsurance Group America 0.5%
Value ($000) $6,601 Shares 47,072 Est. Cost $76.87 Unrealized +84.4%
IFF Intl Flavors & Fragrance 0.5%
Value ($000) $6,355 Shares 47,333 Est. Cost $64.09 Unrealized +78.7%
DLB Dolby Laboratories, Inc CL A 0.5%
Value ($000) $6,070 Shares 98,160 Est. Cost $47.17 Unrealized +28.8%
Lab Corp Of Amer 0.5%
Value ($000) $6,062 Shares 47,975 Est. Cost $149.36 Unrealized
MUSA Murphy USA Inc 0.4%
Value ($000) $5,744 Shares 74,948 Est. Cost $43.92 Unrealized +74.5%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $5,650 Shares 60,652 Est. Cost $27.34 Unrealized +5.2%
Cerner Corp 0.4%
Value ($000) $5,512 Shares 105,120 Est. Cost $57.67 Unrealized
RCI Rogers Communications 0.4%
Value ($000) $5,411 Shares 105,555 Est. Cost $41.43 Unrealized +25.1%
CLX Clorox Co Del Com 0.4%
Value ($000) $5,352 Shares 34,720 Est. Cost $105.66 Unrealized +19.7%
MSM MSC Industrial 0.4%
Value ($000) $4,997 Shares 64,970 Est. Cost $80.51 Unrealized +3.0%
Varian Medical Systems 0.3%
Value ($000) $4,582 Shares 40,435 Est. Cost $91.40 Unrealized
SYY Sysco Corporation 0.3%
Value ($000) $4,499 Shares 71,800 Est. Cost $55.73 Unrealized 0.0%
Valero Energy Corp 0.3%
Value ($000) $4,416 Shares 58,900 Est. Cost $74.97 Unrealized
Facebook Inc 0.3%
Value ($000) $4,059 Shares 30,965 Est. Cost $147.03 Unrealized
MUR Murphy Oil Corp 0.3%
Value ($000) $3,921 Shares 167,620 Est. Cost $24.66 Unrealized -4.2%
ALL Allstate 0.3%
Value ($000) $3,537 Shares 42,800 Est. Cost $75.91 Unrealized 0.0%
Quest Diagnostics, Inc. 0.3%
Value ($000) $3,381 Shares 40,600 Est. Cost $83.28 Unrealized
RL Ralph Lauren Corp 0.2%
Value ($000) $3,209 Shares 31,016 Est. Cost $95.17 Unrealized +7.6%
Apache Corp 0.2%
Value ($000) $2,878 Shares 109,630 Est. Cost $54.88 Unrealized
Echelon Financial Holdings Inc. 0.2%
Value ($000) $2,806 Shares 273,715 Est. Cost $10.16 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $2,777 Shares 16,165 Est. Cost $150.39 Unrealized 0.0%
NRC National Research Corporation 0.2%
Value ($000) $2,635 Shares 69,098 Est. Cost $29.40 Unrealized +30.7%
Ashmore Group Ltd 0.2%
Value ($000) $2,524 Shares 542,087 Est. Cost $4.55 Unrealized
BLBD Blue Bird Corp 0.2%
Value ($000) $2,499 Shares 137,396 Est. Cost $15.71 Unrealized +23.9%
Patriot Transportation 0.2%
Value ($000) $2,435 Shares 123,536 Est. Cost $19.61 Unrealized
STRL Sterling Construction 0.2%
Value ($000) $2,430 Shares 223,172 Est. Cost $9.95 Unrealized +22.2%
GIL Gildan Activewear Inc 0.2%
Value ($000) $2,365 Shares 77,885 Est. Cost $26.86 Unrealized +2.3%
Ensco PLC SHS CL A 0.2%
Value ($000) $2,309 Shares 648,533 Est. Cost $7.28 Unrealized
DIT Amcon Distributing 0.2%
Value ($000) $2,300 Shares 23,057 Est. Cost $79.79 Unrealized -9.2%
EMR Emerson Elec Co 0.2%
Value ($000) $2,294 Shares 38,400 Est. Cost $57.00 Unrealized 0.0%
SEB Seaboard Corp 0.2%
Value ($000) $2,257 Shares 638 Est. Cost $3660.19 Unrealized -1.1%
VSEC VSE Corp 0.2%
Value ($000) $2,210 Shares 73,899 Est. Cost $36.58 Unrealized -22.5%
HWDJF Howden Joinery 0.2%
Value ($000) $2,102 Shares 378,960 Est. Cost $6.03 Unrealized -2.6%
Homeserve PLC 0.1%
Value ($000) $1,872 Shares 169,839 Est. Cost $11.06 Unrealized
Hilton Food Group PLC 0.1%
Value ($000) $1,781 Shares 155,048 Est. Cost $8.50 Unrealized
CNRD Conrad Industries 0.1%
Value ($000) $1,638 Shares 124,533 Est. Cost $22.09 Unrealized -24.9%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,351 Shares 1,238,560 Est. Cost $2.19 Unrealized -29.0%
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $917 Shares 52,800 Est. Cost $16.51 Unrealized -10.9%
FLR Fluor Corp New Del Com 0.1%
Value ($000) $681 Shares 21,150 Est. Cost $41.25 Unrealized 0.0%
Wisdomtree Total Div Fund 0.0%
Value ($000) $292 Shares 3,453 Est. Cost $91.23 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $256 Shares 13,882 Est. Cost $13.91 Unrealized +3.3%
Civeo Corp 0.0%
Value ($000) $229 Shares 16,000 Est. Cost $2.93 Unrealized
Ameris Bancorp 0.0%
Value ($000) $227 Shares 7,172 Est. Cost $45.68 Unrealized
OEF IShares S&P 100 0.0%
Value ($000) $203 Shares 1,822 Est. Cost $111.42 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $24 Shares 10,360 Est. Cost $1.54 Unrealized