Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $1,546,006 (100.0% shares, 0.0% debt)

Holdings (96)

INTC INTEL CORP 3.0%
Value ($000) $45,755 Shares 764,491 Est. Cost $39.33 Unrealized +25.2%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $43,843 Shares 300,565 Est. Cost $83.51 Unrealized +36.6%
PFE PFIZER INC 2.6%
Value ($000) $40,601 Shares 1,036,262 Est. Cost $24.60 Unrealized +8.6%
CSCO CISCO SYS INC 2.6%
Value ($000) $39,576 Shares 825,188 Est. Cost $27.27 Unrealized +41.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $36,735 Shares 232,941 Est. Cost $43.61 Unrealized +219.3%
MDT MEDTRONIC PLC 2.3%
Value ($000) $35,188 Shares 310,165 Est. Cost $77.00 Unrealized +20.2%
JP Morgan Chase & Co 2.2%
Value ($000) $33,994 Shares 243,859 Est. Cost $97.94 Unrealized
PEP PEPSICO INC 2.1%
Value ($000) $32,261 Shares 236,047 Est. Cost $84.86 Unrealized +32.9%
TXN TEXAS INSTRS INC 2.1%
Value ($000) $32,005 Shares 249,474 Est. Cost $90.89 Unrealized +14.1%
BHP BHP GROUP LTD 2.1%
Value ($000) $31,698 Shares 579,380 Est. Cost $49.35 Unrealized
ROYAL DUTCH SHELL PLC 2.0%
Value ($000) $30,800 Shares 522,205 Est. Cost $64.30 Unrealized
WFC WELLS FARGO CO NEW 2.0%
Value ($000) $30,495 Shares 566,822 Est. Cost $39.14 Unrealized +14.2%
Merck & Company, Inc 1.9%
Value ($000) $29,149 Shares 320,494 Est. Cost $66.32 Unrealized
USB US BANCORP DEL 1.9%
Value ($000) $29,052 Shares 490,000 Est. Cost $36.11 Unrealized +22.8%
AT&T Corp 1.9%
Value ($000) $28,843 Shares 738,051 Est. Cost $37.70 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value ($000) $28,398 Shares 406,959 Est. Cost $56.52 Unrealized -7.9%
MMM 3M CO 1.8%
Value ($000) $28,229 Shares 160,012 Est. Cost $120.18 Unrealized -7.0%
GPC GENUINE PARTS CO 1.8%
Value ($000) $28,045 Shares 264,000 Est. Cost $79.86 Unrealized +7.9%
AAPL APPLE INC 1.8%
Value ($000) $27,926 Shares 95,100 Est. Cost $35.57 Unrealized +74.3%
Eaton Corp 1.8%
Value ($000) $27,725 Shares 292,700 Est. Cost $76.85 Unrealized
Verizon Communications Com 1.8%
Value ($000) $27,677 Shares 450,758 Est. Cost $55.79 Unrealized
CB CHUBB LIMITED 1.8%
Value ($000) $27,583 Shares 177,202 Est. Cost $130.11 Unrealized +6.4%
KR KROGER CO 1.8%
Value ($000) $27,575 Shares 951,190 Est. Cost $21.20 Unrealized +9.7%
TFC TRUIST FINL CORP 1.8%
Value ($000) $27,346 Shares 485,547 Est. Cost $40.89 Unrealized 0.0%
AFL AFLAC INC 1.8%
Value ($000) $27,254 Shares 515,192 Est. Cost $33.79 Unrealized +35.7%
LLY LILLY ELI & CO 1.8%
Value ($000) $27,142 Shares 206,511 Est. Cost $105.53 Unrealized +1.9%
PAYX PAYCHEX INC 1.8%
Value ($000) $27,106 Shares 318,665 Est. Cost $69.52 Unrealized +1.7%
NORDSTROM INC 1.7%
Value ($000) $26,510 Shares 647,700 Est. Cost $34.69 Unrealized
OXY OCCIDENTAL PETE CORP 1.7%
Value ($000) $25,569 Shares 620,451 Est. Cost $50.44 Unrealized -28.6%
CAT CATERPILLAR INC DEL 1.6%
Value ($000) $25,319 Shares 171,446 Est. Cost $85.79 Unrealized +43.4%
AEP AMERICAN ELEC PWR CO INC 1.6%
Value ($000) $25,230 Shares 266,955 Est. Cost $39.63 Unrealized +87.4%
Sanofi-Aventis 1.6%
Value ($000) $25,115 Shares 500,300 Est. Cost $42.24 Unrealized
Quest Diagnostics, Inc. 1.6%
Value ($000) $24,391 Shares 228,400 Est. Cost $100.03 Unrealized
Price T Rowe Group Inc 1.6%
Value ($000) $24,210 Shares 198,700 Est. Cost $107.62 Unrealized
DRI DARDEN RESTAURANTS INC 1.5%
Value ($000) $22,750 Shares 208,700 Est. Cost $56.44 Unrealized +69.8%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $22,295 Shares 185,007 Est. Cost $74.48 Unrealized +20.4%
COP CONOCOPHILLIPS 1.4%
Value ($000) $22,213 Shares 341,574 Est. Cost $47.15 Unrealized +0.0%
FITB FIFTH THIRD BANCORP 1.4%
Value ($000) $22,178 Shares 721,470 Est. Cost $21.24 Unrealized +7.9%
Total SA 1.4%
Value ($000) $22,061 Shares 398,935 Est. Cost $53.83 Unrealized
Duke Energy Corp New 1.4%
Value ($000) $21,933 Shares 240,471 Est. Cost $84.41 Unrealized
RY ROYAL BK CDA MONTREAL QUE 1.4%
Value ($000) $21,859 Shares 276,000 Est. Cost $70.58 Unrealized +14.1%
Cracker Barrel 1.4%
Value ($000) $21,416 Shares 139,300 Est. Cost $157.18 Unrealized
TGT TARGET CORP 1.4%
Value ($000) $21,211 Shares 165,439 Est. Cost $58.98 Unrealized +69.3%
SO SOUTHERN CO 1.3%
Value ($000) $20,659 Shares 324,315 Est. Cost $34.23 Unrealized +42.9%
BP BP PLC 1.2%
Value ($000) $18,108 Shares 479,820 Est. Cost $40.16 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $15,283 Shares 200,400 Est. Cost $55.82 Unrealized +12.5%
SYY SYSCO CORP 1.0%
Value ($000) $15,252 Shares 178,300 Est. Cost $57.89 Unrealized +18.3%
DE DEERE & CO 0.9%
Value ($000) $14,017 Shares 80,900 Est. Cost $145.12 Unrealized +8.8%
Travelers Cos Inc 0.9%
Value ($000) $13,594 Shares 99,264 Est. Cost $132.36 Unrealized
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $12,609 Shares 71,500 Est. Cost $152.96 Unrealized +1.9%
RAYTHEON CO 0.7%
Value ($000) $11,195 Shares 50,946 Est. Cost $181.33 Unrealized
GL GLOBE LIFE INC 0.7%
Value ($000) $11,017 Shares 104,675 Est. Cost $86.06 Unrealized +10.0%
ALL ALLSTATE CORP 0.7%
Value ($000) $10,908 Shares 97,000 Est. Cost $82.46 Unrealized +14.2%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $9,557 Shares 76,773 Est. Cost $63.64 Unrealized +73.0%
DG DOLLAR GEN CORP NEW 0.6%
Value ($000) $9,304 Shares 59,646 Est. Cost $59.24 Unrealized +146.3%
AAP ADVANCE AUTO PARTS INC 0.6%
Value ($000) $9,146 Shares 57,109 Est. Cost $143.00 Unrealized -1.2%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $9,094 Shares 97,321 Est. Cost $15.58 Unrealized +10.6%
DLB DOLBY LABORATORIES INC 0.6%
Value ($000) $8,859 Shares 128,769 Est. Cost $49.66 Unrealized +21.7%
LABORATORY CORP AMER HLDGS 0.6%
Value ($000) $8,620 Shares 50,953 Est. Cost $172.82 Unrealized
CERNER CORP 0.5%
Value ($000) $8,324 Shares 113,425 Est. Cost $58.51 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.5%
Value ($000) $8,198 Shares 50,275 Est. Cost $132.90 Unrealized +21.7%
MUR MURPHY OIL CORP 0.5%
Value ($000) $7,096 Shares 264,765 Est. Cost $20.81 Unrealized -11.6%
CLX CLOROX CO DEL 0.4%
Value ($000) $6,759 Shares 44,020 Est. Cost $124.55 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC 0.4%
Value ($000) $6,572 Shares 132,300 Est. Cost $50.26 Unrealized -4.1%
VARIAN MED SYS INC 0.4%
Value ($000) $6,395 Shares 45,030 Est. Cost $135.93 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.4%
Value ($000) $6,291 Shares 48,763 Est. Cost $114.24 Unrealized -5.3%
MOS MOSAIC CO NEW 0.4%
Value ($000) $5,975 Shares 276,094 Est. Cost $21.10 Unrealized -16.5%
Facebook Inc 0.4%
Value ($000) $5,894 Shares 28,715 Est. Cost $74.03 Unrealized
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $5,375 Shares 68,502 Est. Cost $81.89 Unrealized -9.8%
WLY WILEY JOHN & SONS INC 0.3%
Value ($000) $5,315 Shares 109,535 Est. Cost $36.34 Unrealized +3.7%
RL RALPH LAUREN CORP 0.3%
Value ($000) $3,985 Shares 33,999 Est. Cost $101.27 Unrealized -7.4%
Hilton Food Group PLC 0.2%
Value ($000) $3,400 Shares 231,658 Est. Cost $12.13 Unrealized
VSEC VSE CORP 0.2%
Value ($000) $3,369 Shares 88,572 Est. Cost $31.79 Unrealized +11.6%
Ashmore Group Ltd 0.2%
Value ($000) $3,207 Shares 467,362 Est. Cost $6.86 Unrealized
APACHE CORP 0.2%
Value ($000) $3,186 Shares 124,505 Est. Cost $47.02 Unrealized
PATRIOT TRANSN HLDG INC 0.2%
Value ($000) $3,007 Shares 154,342 Est. Cost $54.34 Unrealized
SEB SEABOARD CORP 0.2%
Value ($000) $2,988 Shares 703 Est. Cost $3802.16 Unrealized +8.3%
BLBD BLUE BIRD CORP 0.2%
Value ($000) $2,785 Shares 121,508 Est. Cost $16.08 Unrealized +24.3%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $2,656 Shares 36,224 Est. Cost $72.88 Unrealized +5.4%
HWDJF Howden Joinery 0.2%
Value ($000) $2,624 Shares 294,490 Est. Cost $6.23 Unrealized +25.0%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $2,598 Shares 87,966 Est. Cost $29.90 Unrealized -11.6%
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $2,570 Shares 1,717,955 Est. Cost $1.77 Unrealized -5.9%
STRL STERLING CONSTRUCTION CO INC 0.2%
Value ($000) $2,385 Shares 169,409 Est. Cost $10.15 Unrealized +48.4%
Homeserve PLC 0.1%
Value ($000) $2,132 Shares 127,337 Est. Cost $8.64 Unrealized
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $2,032 Shares 95,096 Est. Cost $14.78 Unrealized +5.5%
FTDR FRONTDOOR INC 0.1%
Value ($000) $1,864 Shares 39,310 Est. Cost $43.57 Unrealized +7.5%
NRC NATIONAL RESH CORP 0.1%
Value ($000) $1,737 Shares 26,345 Est. Cost $38.19 Unrealized +60.0%
Spdr S P Oil Gas Explor 0.1%
Value ($000) $1,192 Shares 50,276 Est. Cost $27.48 Unrealized
FLR FLUOR CORP NEW 0.1%
Value ($000) $1,110 Shares 58,768 Est. Cost $34.32 Unrealized -47.8%
KO COCA COLA CO 0.0%
Value ($000) $558 Shares 10,076 Est. Cost $31.12 Unrealized +43.0%
Wisdomtree Total Div Fund 0.0%
Value ($000) $350 Shares 3,318 Est. Cost $97.28 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $302 Shares 13,882 Est. Cost $14.66 Unrealized +15.0%
OEF ISHARES TR 0.0%
Value ($000) $263 Shares 1,822 Est. Cost $21.89 Unrealized
Civeo Corp 0.0%
Value ($000) $21 Shares 16,000 Est. Cost $2.93 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $8 Shares 10,360 Est. Cost $42.75 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $0.07 Unrealized