Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $1,204,855 (100.0% shares, 0.0% debt)

Holdings (109)

INTC Intel Corp 3.2%
Value ($000) $38,726 Shares 715,560 Est. Cost $39.33 Unrealized +33.1%
MSFT Microsoft Corp 3.1%
Value ($000) $37,099 Shares 235,238 Est. Cost $43.61 Unrealized +258.5%
JNJ Johnson And Johnson 3.1%
Value ($000) $37,044 Shares 282,500 Est. Cost $83.51 Unrealized +43.9%
CSCO Cisco Systems Inc 3.0%
Value ($000) $35,672 Shares 907,456 Est. Cost $28.12 Unrealized +30.4%
PFE Pfizer Inc 2.8%
Value ($000) $33,785 Shares 1,035,077 Est. Cost $24.60 Unrealized +5.0%
MDT Medtronic Inc 2.7%
Value ($000) $32,784 Shares 363,542 Est. Cost $78.94 Unrealized +14.2%
KR Kroger Co 2.4%
Value ($000) $29,280 Shares 972,101 Est. Cost $21.30 Unrealized +21.6%
PEP Pepsico Inc 2.4%
Value ($000) $29,002 Shares 241,479 Est. Cost $85.49 Unrealized +31.9%
TXN Texas Instruments Inc 2.3%
Value ($000) $27,686 Shares 277,057 Est. Cost $91.96 Unrealized +10.5%
Verizon Communications Com 2.2%
Value ($000) $26,015 Shares 484,189 Est. Cost $55.65 Unrealized
PAYX Paychex Inc 2.1%
Value ($000) $25,290 Shares 401,940 Est. Cost $69.08 Unrealized -2.4%
MMM 3m Company 2.1%
Value ($000) $25,198 Shares 184,589 Est. Cost $118.28 Unrealized -10.4%
Merck & Company, Inc 2.0%
Value ($000) $24,530 Shares 318,815 Est. Cost $66.32 Unrealized
CB CHUBB LTD 2.0%
Value ($000) $23,560 Shares 210,940 Est. Cost $130.15 Unrealized +0.2%
CAT Caterpillar Inc Del 1.9%
Value ($000) $22,941 Shares 197,696 Est. Cost $89.45 Unrealized +26.8%
AFL Aflac Inc 1.9%
Value ($000) $22,593 Shares 659,829 Est. Cost $35.08 Unrealized +13.1%
AT&T Corp 1.8%
Value ($000) $21,999 Shares 754,679 Est. Cost $37.51 Unrealized
Sanofi-Aventis 1.8%
Value ($000) $21,703 Shares 496,400 Est. Cost $42.24 Unrealized
AAPL Apple Computer 1.8%
Value ($000) $21,624 Shares 85,037 Est. Cost $35.57 Unrealized +99.8%
BHP BHP Billiton Ltd 1.8%
Value ($000) $21,519 Shares 586,505 Est. Cost $49.20 Unrealized
ACN Accenture PLC 1.7%
Value ($000) $20,321 Shares 124,471 Est. Cost $177.04 Unrealized 0.0%
Duke Energy Corp New 1.6%
Value ($000) $19,667 Shares 243,157 Est. Cost $84.37 Unrealized
GPC Genuine Parts Co 1.6%
Value ($000) $18,805 Shares 279,300 Est. Cost $79.60 Unrealized -5.6%
Royal Dutch Shell 1.5%
Value ($000) $18,512 Shares 530,593 Est. Cost $63.84 Unrealized
Quest Diagnostics, Inc. 1.5%
Value ($000) $18,300 Shares 227,900 Est. Cost $100.03 Unrealized
TGT Target Corp Com 1.5%
Value ($000) $17,822 Shares 191,700 Est. Cost $63.91 Unrealized +48.6%
SO Southern Company 1.5%
Value ($000) $17,591 Shares 324,915 Est. Cost $34.23 Unrealized +47.5%
Price T Rowe Group Inc 1.4%
Value ($000) $17,391 Shares 178,100 Est. Cost $107.62 Unrealized
RY Royal Bank of Canada 1.4%
Value ($000) $16,840 Shares 273,600 Est. Cost $70.58 Unrealized +5.1%
XOM Exxon Mobil Corp 1.4%
Value ($000) $16,823 Shares 443,070 Est. Cost $55.35 Unrealized -24.0%
USB Us Bancorp (new) 1.4%
Value ($000) $16,767 Shares 486,700 Est. Cost $36.11 Unrealized +3.1%
UPS United Parcel Service 1.3%
Value ($000) $16,225 Shares 173,673 Est. Cost $81.89 Unrealized 0.0%
WFC Wells Fargo & Co New Del 1.3%
Value ($000) $16,173 Shares 563,522 Est. Cost $39.14 Unrealized -6.4%
TFC Truist Financial Corp 1.2%
Value ($000) $14,919 Shares 483,740 Est. Cost $40.89 Unrealized -12.0%
Total SA 1.2%
Value ($000) $14,804 Shares 397,535 Est. Cost $53.83 Unrealized
DE Deere Co 1.2%
Value ($000) $14,783 Shares 107,000 Est. Cost $145.27 Unrealized +0.3%
ALL Allstate 1.2%
Value ($000) $13,887 Shares 151,400 Est. Cost $86.70 Unrealized +8.7%
CVX Chevron Corp 1.1%
Value ($000) $13,261 Shares 183,017 Est. Cost $74.48 Unrealized +2.0%
Travelers Cos Inc 1.1%
Value ($000) $13,091 Shares 131,764 Est. Cost $124.22 Unrealized
JP Morgan Chase & Co 1.0%
Value ($000) $12,497 Shares 138,812 Est. Cost $97.94 Unrealized
EMR Emerson Elec Co 1.0%
Value ($000) $12,475 Shares 261,800 Est. Cost $56.28 Unrealized +2.6%
GD General Dynamics Corp 1.0%
Value ($000) $12,312 Shares 93,055 Est. Cost $151.11 Unrealized -4.1%
BP Bp Plc Spon Adr 1.0%
Value ($000) $11,937 Shares 489,428 Est. Cost $39.85 Unrealized
FITB Fifth Third Bancorp 1.0%
Value ($000) $11,857 Shares 798,470 Est. Cost $21.09 Unrealized -6.8%
Cracker Barrel 1.0%
Value ($000) $11,609 Shares 139,500 Est. Cost $157.18 Unrealized
COP Conocophillips 1.0%
Value ($000) $11,585 Shares 376,122 Est. Cost $46.58 Unrealized -12.0%
DRI Darden Restaurants Inc 0.9%
Value ($000) $11,377 Shares 208,914 Est. Cost $56.44 Unrealized +46.7%
DG Dollar General Corp 0.8%
Value ($000) $9,766 Shares 64,670 Est. Cost $65.69 Unrealized +116.6%
SYY Sysco Corporation 0.8%
Value ($000) $9,724 Shares 213,100 Est. Cost $58.04 Unrealized +1.4%
Nordstrom Inc 0.8%
Value ($000) $9,278 Shares 604,800 Est. Cost $34.69 Unrealized
TSCO Tractor Supply Co 0.8%
Value ($000) $9,097 Shares 107,590 Est. Cost $15.65 Unrealized +4.5%
GL Globe Life Inc 0.7%
Value ($000) $8,085 Shares 112,333 Est. Cost $86.31 Unrealized +3.9%
Raytheon Co 0.6%
Value ($000) $7,823 Shares 59,646 Est. Cost $174.01 Unrealized
Lab Corp Of Amer 0.6%
Value ($000) $7,821 Shares 61,882 Est. Cost $164.62 Unrealized
MCD Mcdonalds Corp Com 0.6%
Value ($000) $7,761 Shares 46,937 Est. Cost $171.84 Unrealized 0.0%
Cerner Corp 0.6%
Value ($000) $7,754 Shares 123,102 Est. Cost $58.86 Unrealized
DLB Dolby Laboratories, Inc CL A 0.6%
Value ($000) $7,535 Shares 139,002 Est. Cost $50.42 Unrealized +19.1%
AXP American Express 0.6%
Value ($000) $7,068 Shares 82,561 Est. Cost $66.72 Unrealized +61.3%
PG Procter & Gamble Co 0.5%
Value ($000) $6,601 Shares 60,010 Est. Cost $103.83 Unrealized 0.0%
Eaton Corp 0.5%
Value ($000) $6,231 Shares 80,200 Est. Cost $76.85 Unrealized
RCI Rogers Communications 0.5%
Value ($000) $5,917 Shares 142,478 Est. Cost $50.01 Unrealized -6.4%
AAP Advance Auto Parts Inc 0.5%
Value ($000) $5,748 Shares 61,593 Est. Cost $140.91 Unrealized -18.9%
HD Home Depot Inc 0.5%
Value ($000) $5,583 Shares 29,900 Est. Cost $190.13 Unrealized 0.0%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $5,433 Shares 47,820 Est. Cost $35.37 Unrealized 0.0%
IFF Intl Flavors & Fragrance 0.4%
Value ($000) $5,311 Shares 52,025 Est. Cost $113.72 Unrealized -6.7%
APD Air Products & Chemicals 0.4%
Value ($000) $5,058 Shares 25,341 Est. Cost $197.04 Unrealized 0.0%
Varian Medical Systems 0.4%
Value ($000) $4,951 Shares 48,227 Est. Cost $133.73 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $4,711 Shares 13,900 Est. Cost $334.90 Unrealized 0.0%
RGA Reinsurance Group America 0.4%
Value ($000) $4,549 Shares 54,065 Est. Cost $132.72 Unrealized -1.8%
Maxim Integrated Prods 0.3%
Value ($000) $4,117 Shares 84,700 Est. Cost $48.61 Unrealized
MSM MSC Industrial 0.3%
Value ($000) $4,084 Shares 74,287 Est. Cost $80.64 Unrealized -18.3%
WLY Wiley John & Sons Cl A 0.3%
Value ($000) $4,067 Shares 108,485 Est. Cost $36.34 Unrealized -5.7%
Facebook Inc 0.3%
Value ($000) $4,056 Shares 24,315 Est. Cost $74.03 Unrealized
KO Coca Cola Company 0.3%
Value ($000) $4,025 Shares 90,968 Est. Cost $43.46 Unrealized +3.5%
MOS Mosaic Company 0.3%
Value ($000) $3,772 Shares 348,620 Est. Cost $19.85 Unrealized -23.9%
KMB Kimberly Clark Corp 0.3%
Value ($000) $3,763 Shares 29,430 Est. Cost $112.10 Unrealized 0.0%
AEP American Electric Power Co 0.3%
Value ($000) $3,383 Shares 42,300 Est. Cost $39.63 Unrealized +93.2%
RL Ralph Lauren Corp 0.3%
Value ($000) $3,349 Shares 50,110 Est. Cost $98.94 Unrealized -5.0%
Hilton Food Group PLC 0.3%
Value ($000) $3,281 Shares 244,989 Est. Cost $12.20 Unrealized
Waste Management Inc New 0.3%
Value ($000) $3,036 Shares 32,800 Est. Cost $92.56 Unrealized
HXL Hexcel Corp 0.2%
Value ($000) $2,415 Shares 64,924 Est. Cost $69.21 Unrealized -6.7%
Homeserve PLC 0.2%
Value ($000) $2,287 Shares 174,344 Est. Cost $9.85 Unrealized
Ashmore Group Ltd 0.2%
Value ($000) $2,228 Shares 503,681 Est. Cost $6.69 Unrealized
FTDR Frontdoor Inc 0.2%
Value ($000) $2,218 Shares 63,773 Est. Cost $43.19 Unrealized -1.4%
SEB Seaboard Corp 0.2%
Value ($000) $2,211 Shares 786 Est. Cost $3776.70 Unrealized -5.7%
STRL Sterling Construction 0.2%
Value ($000) $2,198 Shares 231,344 Est. Cost $10.84 Unrealized +17.4%
BLBD Blue Bird Corp 0.2%
Value ($000) $2,129 Shares 194,754 Est. Cost $16.88 Unrealized +7.9%
Google Inc Class A 0.2%
Value ($000) $2,112 Shares 1,818 Est. Cost $1161.72 Unrealized
MA Mastercard 0.2%
Value ($000) $2,073 Shares 8,580 Est. Cost $287.82 Unrealized 0.0%
NRC National Research Corporation 0.2%
Value ($000) $2,072 Shares 45,558 Est. Cost $47.42 Unrealized +26.7%
Patriot Transportation 0.2%
Value ($000) $1,997 Shares 215,845 Est. Cost $41.49 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $1,724 Shares 12,431 Est. Cost $105.53 Unrealized +21.5%
MUR Murphy Oil Corp 0.1%
Value ($000) $1,703 Shares 277,835 Est. Cost $20.53 Unrealized -27.5%
DMPZF Domino's Pizza Group plc 0.1%
Value ($000) $1,635 Shares 464,167 Est. Cost $3.29 Unrealized 0.0%
VSEC VSE Corp 0.1%
Value ($000) $1,619 Shares 98,804 Est. Cost $31.32 Unrealized -13.1%
HWDJF Howden Joinery 0.1%
Value ($000) $1,570 Shares 247,349 Est. Cost $6.23 Unrealized +33.5%
GNRC Generac 0.1%
Value ($000) $1,492 Shares 16,012 Est. Cost $102.99 Unrealized 0.0%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,454 Shares 2,070,220 Est. Cost $1.67 Unrealized -28.6%
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $1,401 Shares 102,458 Est. Cost $14.86 Unrealized +6.6%
OXY Occidental Petroleum Corp 0.1%
Value ($000) $1,315 Shares 113,534 Est. Cost $50.44 Unrealized -40.4%
GIL Gildan Activewear Inc 0.1%
Value ($000) $1,289 Shares 100,996 Est. Cost $28.86 Unrealized -24.3%
FLR Fluor Corp New Del Com 0.1%
Value ($000) $1,223 Shares 176,964 Est. Cost $20.64 Unrealized -32.9%
Apache Corp 0.1%
Value ($000) $775 Shares 185,373 Est. Cost $32.96 Unrealized
XOP Spdr S P Oil Gas Explor 0.0%
Value ($000) $514 Shares 15,618 Est. Cost $32.91 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $285 Shares 13,882 Est. Cost $14.66 Unrealized +16.4%
Wisdomtree Total Div Fund 0.0%
Value ($000) $260 Shares 3,318 Est. Cost $97.28 Unrealized
OEF IShares S&P 100 0.0%
Value ($000) $224 Shares 1,886 Est. Cost $25.18 Unrealized
Civeo Corp 0.0%
Value ($000) $7 Shares 16,000 Est. Cost $2.93 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $6 Shares 10,360 Est. Cost $42.75 Unrealized