Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $1,289,037 (100.0% shares, 0.0% debt)

Holdings (108)

CSCO Cisco Systems Inc 2.9%
Value ($000) $37,407 Shares 802,031 Est. Cost $28.12 Unrealized +31.5%
JNJ Johnson And Johnson 2.8%
Value ($000) $35,988 Shares 255,904 Est. Cost $83.51 Unrealized +48.8%
PFE Pfizer Inc 2.6%
Value ($000) $33,486 Shares 1,024,023 Est. Cost $24.60 Unrealized +5.7%
MDT Medtronic Inc 2.6%
Value ($000) $33,126 Shares 361,248 Est. Cost $78.94 Unrealized +3.6%
KR Kroger Co 2.6%
Value ($000) $33,057 Shares 976,563 Est. Cost $21.30 Unrealized +35.1%
INTC Intel Corp 2.6%
Value ($000) $33,030 Shares 552,059 Est. Cost $39.33 Unrealized +35.2%
PEP Pepsico Inc 2.5%
Value ($000) $32,122 Shares 242,873 Est. Cost $85.49 Unrealized +29.6%
TXN Texas Instruments Inc 2.5%
Value ($000) $32,116 Shares 252,945 Est. Cost $91.96 Unrealized +8.2%
PAYX Paychex Inc 2.3%
Value ($000) $30,254 Shares 399,389 Est. Cost $69.08 Unrealized -14.7%
MMM 3m Company 2.2%
Value ($000) $28,976 Shares 185,756 Est. Cost $118.28 Unrealized -13.4%
VZ Verizon Communications Com 2.2%
Value ($000) $28,339 Shares 514,044 Est. Cost $40.75 Unrealized 0.0%
BHP BHP Billiton Ltd 2.1%
Value ($000) $27,498 Shares 552,936 Est. Cost $49.20 Unrealized
CB CHUBB LTD 2.1%
Value ($000) $26,875 Shares 212,247 Est. Cost $130.15 Unrealized -18.4%
DGX Quest Diagnostics, Inc. 2.0%
Value ($000) $25,424 Shares 223,100 Est. Cost $95.20 Unrealized 0.0%
ACN Accenture PLC 2.0%
Value ($000) $25,371 Shares 118,158 Est. Cost $177.04 Unrealized -1.4%
CAT Caterpillar Inc Del 2.0%
Value ($000) $25,283 Shares 199,863 Est. Cost $89.63 Unrealized +18.5%
GPC Genuine Parts Co 1.9%
Value ($000) $24,288 Shares 279,300 Est. Cost $79.60 Unrealized -15.4%
MRK Merck & Company, Inc 1.9%
Value ($000) $24,252 Shares 313,615 Est. Cost $62.87 Unrealized 0.0%
T AT&T Corp 1.8%
Value ($000) $23,496 Shares 777,249 Est. Cost $15.50 Unrealized 0.0%
AFL Aflac Inc 1.8%
Value ($000) $23,347 Shares 648,001 Est. Cost $35.08 Unrealized -10.0%
TGT Target Corp Com 1.8%
Value ($000) $22,775 Shares 189,900 Est. Cost $63.91 Unrealized +53.6%
TROW Price T Rowe Group Inc 1.7%
Value ($000) $21,995 Shares 178,100 Est. Cost $89.85 Unrealized 0.0%
Healthcare Realty TR REIT 1.6%
Value ($000) $21,255 Shares 725,676 Est. Cost $29.29 Unrealized
MSFT Microsoft Corp 1.6%
Value ($000) $20,547 Shares 100,962 Est. Cost $43.61 Unrealized +296.8%
XOM Exxon Mobil Corp 1.5%
Value ($000) $19,969 Shares 446,542 Est. Cost $55.35 Unrealized -37.1%
DUK Duke Energy Corp New 1.5%
Value ($000) $19,075 Shares 238,771 Est. Cost $67.61 Unrealized 0.0%
UPS United Parcel Service 1.5%
Value ($000) $19,056 Shares 171,400 Est. Cost $81.89 Unrealized -2.6%
RY Royal Bank of Canada 1.4%
Value ($000) $18,382 Shares 271,100 Est. Cost $70.58 Unrealized -9.9%
USB Us Bancorp (new) 1.4%
Value ($000) $18,086 Shares 491,200 Est. Cost $36.11 Unrealized -22.9%
Royal Dutch Shell 1.4%
Value ($000) $17,595 Shares 538,248 Est. Cost $63.39 Unrealized
SO Southern Company 1.3%
Value ($000) $16,992 Shares 327,715 Est. Cost $34.23 Unrealized +30.8%
TFC Truist Financial Corp 1.3%
Value ($000) $16,832 Shares 448,248 Est. Cost $40.89 Unrealized -32.2%
CVX Chevron Corp 1.3%
Value ($000) $16,248 Shares 182,094 Est. Cost $74.48 Unrealized -6.3%
DRI Darden Restaurants Inc 1.2%
Value ($000) $15,828 Shares 208,900 Est. Cost $56.44 Unrealized +7.0%
AAPL Apple Computer 1.2%
Value ($000) $15,497 Shares 42,482 Est. Cost $35.57 Unrealized +111.1%
FITB Fifth Third Bancorp 1.2%
Value ($000) $15,327 Shares 794,970 Est. Cost $21.09 Unrealized -29.6%
TRV Travelers Cos Inc 1.2%
Value ($000) $15,130 Shares 132,664 Est. Cost $93.55 Unrealized 0.0%
Total SA 1.1%
Value ($000) $14,620 Shares 380,135 Est. Cost $38.46 Unrealized
ALL Allstate 1.1%
Value ($000) $14,432 Shares 148,800 Est. Cost $86.70 Unrealized -1.2%
WFC Wells Fargo & Co New Del 1.1%
Value ($000) $14,426 Shares 563,522 Est. Cost $39.14 Unrealized -38.7%
TSCO Tractor Supply Co 1.1%
Value ($000) $13,573 Shares 102,991 Est. Cost $15.65 Unrealized +27.8%
JPM JP Morgan Chase & Co 1.0%
Value ($000) $13,056 Shares 138,803 Est. Cost $81.74 Unrealized 0.0%
DG Dollar General Corp 1.0%
Value ($000) $12,944 Shares 67,944 Est. Cost $70.58 Unrealized +136.8%
BP Bp Plc Spon Adr 0.9%
Value ($000) $11,592 Shares 497,096 Est. Cost $39.59 Unrealized
SYY Sysco Corporation 0.9%
Value ($000) $11,353 Shares 207,700 Est. Cost $58.04 Unrealized -22.2%
COP Conocophillips 0.9%
Value ($000) $11,229 Shares 267,224 Est. Cost $46.58 Unrealized -29.3%
SNY Sanofi-Aventis 0.9%
Value ($000) $11,057 Shares 216,600 Est. Cost $51.05 Unrealized
Lab Corp Of Amer 0.8%
Value ($000) $10,642 Shares 64,067 Est. Cost $164.67 Unrealized
DLB Dolby Laboratories, Inc CL A 0.7%
Value ($000) $9,318 Shares 141,464 Est. Cost $50.50 Unrealized +9.0%
Nordstrom Inc 0.7%
Value ($000) $9,220 Shares 595,200 Est. Cost $34.69 Unrealized
CBRL Cracker Barrel 0.7%
Value ($000) $9,161 Shares 82,600 Est. Cost $80.27 Unrealized 0.0%
AAP Advance Auto Parts Inc 0.7%
Value ($000) $8,917 Shares 62,600 Est. Cost $140.45 Unrealized -19.9%
MCD Mcdonalds Corp Com 0.7%
Value ($000) $8,689 Shares 47,100 Est. Cost $171.84 Unrealized -6.3%
GD General Dynamics Corp 0.7%
Value ($000) $8,639 Shares 57,800 Est. Cost $151.11 Unrealized -17.7%
Cerner Corp 0.7%
Value ($000) $8,618 Shares 125,716 Est. Cost $59.07 Unrealized
RTX Raytheon Technologies Corp 0.7%
Value ($000) $8,559 Shares 138,907 Est. Cost $54.61 Unrealized 0.0%
GL Globe Life Inc 0.7%
Value ($000) $8,492 Shares 114,398 Est. Cost $86.06 Unrealized -15.9%
DE Deere Co 0.6%
Value ($000) $8,172 Shares 52,000 Est. Cost $145.27 Unrealized -7.6%
AXP American Express 0.6%
Value ($000) $7,983 Shares 83,853 Est. Cost $67.01 Unrealized +27.7%
HD Home Depot Inc 0.6%
Value ($000) $7,240 Shares 28,900 Est. Cost $190.13 Unrealized +5.0%
PG Procter & Gamble Co 0.6%
Value ($000) $7,174 Shares 60,000 Est. Cost $103.83 Unrealized -2.2%
ETN Eaton Corp 0.5%
Value ($000) $7,016 Shares 80,200 Est. Cost $74.77 Unrealized 0.0%
APD Air Products & Chemicals 0.5%
Value ($000) $6,109 Shares 25,300 Est. Cost $197.04 Unrealized +0.8%
Varian Medical Systems 0.5%
Value ($000) $6,012 Shares 49,072 Est. Cost $133.53 Unrealized
RCI Rogers Communications 0.5%
Value ($000) $5,943 Shares 147,871 Est. Cost $49.71 Unrealized -16.2%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $5,720 Shares 47,752 Est. Cost $35.37 Unrealized +7.6%
EMR Emerson Elec Co 0.4%
Value ($000) $5,614 Shares 90,500 Est. Cost $56.28 Unrealized -10.6%
LMT Lockheed Martin Corp 0.4%
Value ($000) $5,364 Shares 14,700 Est. Cost $334.29 Unrealized -3.2%
Maxim Integrated Prods 0.4%
Value ($000) $5,134 Shares 84,700 Est. Cost $60.61 Unrealized
IFF Intl Flavors & Fragrance 0.4%
Value ($000) $4,970 Shares 40,582 Est. Cost $113.72 Unrealized -4.6%
HXL Hexcel Corp 0.4%
Value ($000) $4,711 Shares 104,169 Est. Cost $56.54 Unrealized -37.1%
META Facebook Inc 0.4%
Value ($000) $4,613 Shares 20,315 Est. Cost $207.33 Unrealized 0.0%
MOS Mosaic Company 0.3%
Value ($000) $4,419 Shares 353,233 Est. Cost $19.73 Unrealized -45.7%
KO Coca Cola Company 0.3%
Value ($000) $4,397 Shares 98,400 Est. Cost $43.10 Unrealized -10.2%
KMB Kimberly Clark Corp 0.3%
Value ($000) $4,315 Shares 30,530 Est. Cost $112.12 Unrealized +0.5%
RGA Reinsurance Group America 0.3%
Value ($000) $4,304 Shares 54,874 Est. Cost $132.13 Unrealized -30.1%
WLY Wiley John & Sons Cl A 0.3%
Value ($000) $4,221 Shares 108,227 Est. Cost $36.34 Unrealized -13.4%
MUR Murphy Oil Corp 0.3%
Value ($000) $3,833 Shares 277,745 Est. Cost $20.53 Unrealized -54.0%
RL Ralph Lauren Corp 0.3%
Value ($000) $3,740 Shares 51,578 Est. Cost $98.02 Unrealized -32.2%
AEP American Electric Power Co 0.3%
Value ($000) $3,671 Shares 46,100 Est. Cost $41.85 Unrealized +59.2%
WM Waste Management Inc New 0.3%
Value ($000) $3,474 Shares 32,800 Est. Cost $92.14 Unrealized 0.0%
MSM MSC Industrial 0.3%
Value ($000) $3,410 Shares 46,830 Est. Cost $80.64 Unrealized -20.1%
VSEC VSE Corp 0.3%
Value ($000) $3,244 Shares 103,348 Est. Cost $30.90 Unrealized -29.2%
GOOGL Google Inc Class A 0.2%
Value ($000) $3,128 Shares 2,206 Est. Cost $66.92 Unrealized 0.0%
FTDR Frontdoor Inc 0.2%
Value ($000) $2,921 Shares 65,888 Est. Cost $43.11 Unrealized -5.4%
MA Mastercard 0.2%
Value ($000) $2,722 Shares 9,205 Est. Cost $286.84 Unrealized -4.7%
NRC National Research Corporation 0.2%
Value ($000) $2,693 Shares 46,264 Est. Cost $47.50 Unrealized +11.2%
Apache Corp 0.2%
Value ($000) $2,541 Shares 188,203 Est. Cost $32.66 Unrealized
STRL Sterling Construction 0.2%
Value ($000) $2,484 Shares 237,276 Est. Cost $10.80 Unrealized -14.5%
SEB Seaboard Corp 0.2%
Value ($000) $2,382 Shares 812 Est. Cost $3751.25 Unrealized -20.5%
JEF Jefferies Financial Group Inc 0.2%
Value ($000) $2,297 Shares 147,700 Est. Cost $13.75 Unrealized -18.3%
FLR Fluor Corp New Del Com 0.2%
Value ($000) $2,207 Shares 182,718 Est. Cost $20.32 Unrealized -48.4%
BLBD Blue Bird Corp 0.2%
Value ($000) $2,087 Shares 139,236 Est. Cost $16.88 Unrealized -25.7%
OXY Occidental Petroleum Corp 0.2%
Value ($000) $2,076 Shares 113,444 Est. Cost $50.44 Unrealized -70.6%
LLY Eli Lilly & Co 0.2%
Value ($000) $2,038 Shares 12,411 Est. Cost $105.53 Unrealized +36.4%
GNRC Generac 0.2%
Value ($000) $2,005 Shares 16,440 Est. Cost $103.05 Unrealized +2.2%
Patriot Transportation 0.1%
Value ($000) $1,873 Shares 223,028 Est. Cost $40.43 Unrealized
DMPZF Domino's Pizza Group plc 0.1%
Value ($000) $1,826 Shares 476,502 Est. Cost $3.29 Unrealized +8.1%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,675 Shares 2,214,669 Est. Cost $1.60 Unrealized -58.9%
GIL Gildan Activewear Inc 0.1%
Value ($000) $1,637 Shares 105,712 Est. Cost $28.18 Unrealized -52.2%
ROST Ross Stores Inc 0.1%
Value ($000) $1,123 Shares 13,169 Est. Cost $85.67 Unrealized 0.0%
XOP Spdr S P Oil Gas Explor 0.1%
Value ($000) $815 Shares 15,618 Est. Cost $32.91 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $310 Shares 13,882 Est. Cost $14.66 Unrealized +21.3%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $299 Shares 3,318 Est. Cost $90.11 Unrealized
FLIR Systems, Inc 0.0%
Value ($000) $218 Shares 5,363 Est. Cost $40.65 Unrealized
Civeo Corp 0.0%
Value ($000) $10 Shares 16,000 Est. Cost $0.63 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $6 Shares 10,360 Est. Cost $42.75 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized