Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $1,116,155 (100.0% shares, 0.0% debt)

Holdings (106)

MDT Medtronic Inc 3.6%
Value ($000) $39,692 Shares 381,944 Est. Cost $79.33 Unrealized +8.7%
PFE Pfizer Inc 3.4%
Value ($000) $37,588 Shares 1,024,204 Est. Cost $24.60 Unrealized +10.2%
JNJ Johnson And Johnson 3.3%
Value ($000) $36,456 Shares 244,869 Est. Cost $83.51 Unrealized +52.1%
PEP Pepsico Inc 3.0%
Value ($000) $33,647 Shares 242,765 Est. Cost $85.49 Unrealized +34.7%
VZ Verizon Communications Com 2.9%
Value ($000) $32,531 Shares 546,837 Est. Cost $40.86 Unrealized +4.2%
CSCO Cisco Systems Inc 2.8%
Value ($000) $31,573 Shares 801,561 Est. Cost $28.12 Unrealized +31.8%
MMM 3m Company 2.7%
Value ($000) $30,497 Shares 190,390 Est. Cost $118.09 Unrealized -6.5%
CAT Caterpillar Inc Del 2.7%
Value ($000) $29,804 Shares 199,823 Est. Cost $89.63 Unrealized +41.5%
ACN Accenture PLC 2.6%
Value ($000) $29,513 Shares 130,595 Est. Cost $180.40 Unrealized +17.7%
KR Kroger Co 2.6%
Value ($000) $28,674 Shares 845,598 Est. Cost $21.30 Unrealized +44.6%
INTC Intel Corp 2.5%
Value ($000) $27,768 Shares 536,274 Est. Cost $39.33 Unrealized +18.3%
PAYX Paychex Inc 2.3%
Value ($000) $25,179 Shares 315,647 Est. Cost $69.08 Unrealized -6.6%
TGT Target Corp Com 2.2%
Value ($000) $24,683 Shares 156,800 Est. Cost $63.91 Unrealized +85.7%
CB CHUBB LTD 2.2%
Value ($000) $24,629 Shares 212,097 Est. Cost $130.15 Unrealized -11.0%
AFL Aflac Inc 2.1%
Value ($000) $23,549 Shares 647,841 Est. Cost $35.08 Unrealized -8.5%
TXN Texas Instruments Inc 2.1%
Value ($000) $23,173 Shares 162,288 Est. Cost $91.96 Unrealized +27.1%
MRK Merck & Company, Inc 2.1%
Value ($000) $22,970 Shares 276,915 Est. Cost $62.87 Unrealized +4.9%
T AT&T Corp 2.0%
Value ($000) $22,159 Shares 777,249 Est. Cost $15.50 Unrealized +0.4%
DGX Quest Diagnostics, Inc. 2.0%
Value ($000) $22,131 Shares 193,300 Est. Cost $95.20 Unrealized +11.9%
Healthcare Realty TR REIT 2.0%
Value ($000) $21,857 Shares 725,676 Est. Cost $29.29 Unrealized
DUK Duke Energy Corp New 1.9%
Value ($000) $21,146 Shares 238,771 Est. Cost $67.61 Unrealized -1.3%
GPC Genuine Parts Co 1.8%
Value ($000) $19,910 Shares 209,200 Est. Cost $79.60 Unrealized +0.5%
MSFT Microsoft Corp 1.8%
Value ($000) $19,884 Shares 94,539 Est. Cost $43.61 Unrealized +360.3%
SO Southern Company 1.7%
Value ($000) $18,810 Shares 346,915 Est. Cost $34.74 Unrealized +25.3%
USB Us Bancorp (new) 1.6%
Value ($000) $17,610 Shares 491,200 Est. Cost $36.11 Unrealized -19.9%
TROW Price T Rowe Group Inc 1.5%
Value ($000) $16,592 Shares 129,400 Est. Cost $89.85 Unrealized +16.8%
XOM Exxon Mobil Corp 1.4%
Value ($000) $15,369 Shares 447,692 Est. Cost $55.35 Unrealized -41.6%
LMT Lockheed Martin Corp 1.4%
Value ($000) $15,101 Shares 39,400 Est. Cost $330.99 Unrealized -0.6%
TRV Travelers Cos Inc 1.3%
Value ($000) $14,353 Shares 132,664 Est. Cost $93.55 Unrealized +9.5%
DG Dollar General Corp 1.3%
Value ($000) $14,221 Shares 67,844 Est. Cost $70.58 Unrealized +157.9%
ALL Allstate 1.3%
Value ($000) $14,008 Shares 148,800 Est. Cost $86.70 Unrealized -5.7%
JPM JP Morgan Chase & Co 1.2%
Value ($000) $13,363 Shares 138,803 Est. Cost $81.74 Unrealized +4.5%
CVX Chevron Corp 1.2%
Value ($000) $13,111 Shares 182,094 Est. Cost $74.48 Unrealized -10.7%
TFC Truist Financial Corp 1.2%
Value ($000) $12,935 Shares 339,948 Est. Cost $40.89 Unrealized -28.2%
SYY Sysco Corporation 1.2%
Value ($000) $12,923 Shares 207,700 Est. Cost $58.04 Unrealized -13.1%
RY Royal Bank of Canada 1.1%
Value ($000) $12,359 Shares 176,200 Est. Cost $70.58 Unrealized +1.8%
Lab Corp Of Amer 1.1%
Value ($000) $12,059 Shares 64,050 Est. Cost $164.67 Unrealized
AEP American Electric Power Co 1.0%
Value ($000) $11,360 Shares 139,000 Est. Cost $59.19 Unrealized +14.5%
TSCO Tractor Supply Co 1.0%
Value ($000) $11,223 Shares 78,297 Est. Cost $15.65 Unrealized +68.4%
BHP BHP Billiton Ltd 0.9%
Value ($000) $10,348 Shares 200,119 Est. Cost $49.20 Unrealized
AAP Advance Auto Parts Inc 0.9%
Value ($000) $9,637 Shares 62,784 Est. Cost $140.45 Unrealized -5.0%
Royal Dutch Shell 0.9%
Value ($000) $9,608 Shares 381,723 Est. Cost $63.39 Unrealized
GL Globe Life Inc 0.8%
Value ($000) $9,146 Shares 114,473 Est. Cost $86.06 Unrealized -11.3%
Cerner Corp 0.8%
Value ($000) $9,078 Shares 125,571 Est. Cost $59.07 Unrealized
COP Conocophillips 0.8%
Value ($000) $8,776 Shares 267,244 Est. Cost $46.58 Unrealized -33.0%
FITB Fifth Third Bancorp 0.8%
Value ($000) $8,768 Shares 411,270 Est. Cost $21.09 Unrealized -22.5%
DE Deere Co 0.8%
Value ($000) $8,754 Shares 39,500 Est. Cost $145.27 Unrealized +23.8%
GD General Dynamics Corp 0.8%
Value ($000) $8,749 Shares 63,200 Est. Cost $149.40 Unrealized -12.3%
MCD Mcdonalds Corp Com 0.8%
Value ($000) $8,648 Shares 39,400 Est. Cost $171.84 Unrealized +5.6%
AXP American Express 0.8%
Value ($000) $8,427 Shares 84,060 Est. Cost $67.01 Unrealized +37.1%
RTX Raytheon Technologies Corp 0.7%
Value ($000) $7,993 Shares 138,907 Est. Cost $54.61 Unrealized -1.7%
UPS United Parcel Service 0.7%
Value ($000) $7,765 Shares 46,600 Est. Cost $81.89 Unrealized +43.3%
DLB Dolby Laboratories, Inc CL A 0.7%
Value ($000) $7,535 Shares 113,688 Est. Cost $50.50 Unrealized +23.7%
MOS Mosaic Company 0.6%
Value ($000) $6,433 Shares 352,109 Est. Cost $19.73 Unrealized -26.0%
EMR Emerson Elec Co 0.5%
Value ($000) $5,901 Shares 90,000 Est. Cost $56.28 Unrealized +4.5%
RCI Rogers Communications 0.5%
Value ($000) $5,855 Shares 147,667 Est. Cost $49.71 Unrealized -17.4%
CBRL Cracker Barrel 0.5%
Value ($000) $5,527 Shares 48,200 Est. Cost $80.27 Unrealized +19.2%
DRI Darden Restaurants Inc 0.5%
Value ($000) $5,430 Shares 53,900 Est. Cost $56.44 Unrealized +25.4%
META Facebook Inc 0.5%
Value ($000) $5,321 Shares 20,315 Est. Cost $207.33 Unrealized +23.5%
RGA Reinsurance Group America 0.5%
Value ($000) $5,213 Shares 54,767 Est. Cost $132.13 Unrealized -31.9%
BP Bp Plc Spon Adr 0.5%
Value ($000) $5,029 Shares 288,026 Est. Cost $39.59 Unrealized
KO Coca Cola Company 0.4%
Value ($000) $4,858 Shares 98,400 Est. Cost $43.10 Unrealized -5.3%
Total SA 0.4%
Value ($000) $4,793 Shares 139,735 Est. Cost $38.46 Unrealized
KMB Kimberly Clark Corp 0.4%
Value ($000) $4,508 Shares 30,530 Est. Cost $112.12 Unrealized +10.1%
Nordstrom Inc 0.4%
Value ($000) $4,432 Shares 371,800 Est. Cost $34.69 Unrealized
ETN Eaton Corp 0.3%
Value ($000) $3,898 Shares 38,200 Est. Cost $74.77 Unrealized +19.3%
WM Waste Management Inc New 0.3%
Value ($000) $3,712 Shares 32,800 Est. Cost $92.14 Unrealized +10.0%
HXL Hexcel Corp 0.3%
Value ($000) $3,543 Shares 105,604 Est. Cost $56.32 Unrealized -28.4%
RL Ralph Lauren Corp 0.3%
Value ($000) $3,497 Shares 51,453 Est. Cost $98.02 Unrealized -34.3%
WLY Wiley John & Sons Cl A 0.3%
Value ($000) $3,412 Shares 107,607 Est. Cost $36.34 Unrealized -22.4%
IFF Intl Flavors & Fragrance 0.3%
Value ($000) $3,307 Shares 27,003 Est. Cost $113.72 Unrealized -5.5%
GOOGL Google Inc Class A 0.3%
Value ($000) $3,254 Shares 2,220 Est. Cost $66.92 Unrealized +13.0%
VSEC VSE Corp 0.3%
Value ($000) $3,180 Shares 103,798 Est. Cost $30.90 Unrealized -7.9%
MA Mastercard 0.3%
Value ($000) $3,135 Shares 9,269 Est. Cost $286.84 Unrealized +10.1%
WFC Wells Fargo & Co New Del 0.3%
Value ($000) $3,043 Shares 129,422 Est. Cost $39.14 Unrealized -44.2%
MSM MSC Industrial 0.3%
Value ($000) $2,982 Shares 47,124 Est. Cost $80.64 Unrealized -17.8%
FTDR Frontdoor Inc 0.2%
Value ($000) $2,576 Shares 66,209 Est. Cost $43.11 Unrealized -1.0%
MUR Murphy Oil Corp 0.2%
Value ($000) $2,458 Shares 275,575 Est. Cost $20.53 Unrealized -48.2%
STRL Sterling Construction 0.2%
Value ($000) $2,325 Shares 164,192 Est. Cost $10.80 Unrealized +16.3%
SEB Seaboard Corp 0.2%
Value ($000) $2,323 Shares 819 Est. Cost $3751.25 Unrealized -25.4%
GNRC Generac 0.2%
Value ($000) $2,292 Shares 11,837 Est. Cost $103.05 Unrealized +59.7%
NRC National Research Corporation 0.2%
Value ($000) $2,274 Shares 46,219 Est. Cost $47.50 Unrealized +16.5%
DMPZF Domino's Pizza Group plc 0.2%
Value ($000) $2,255 Shares 477,806 Est. Cost $3.29 Unrealized +11.7%
GIL Gildan Activewear Inc 0.2%
Value ($000) $2,065 Shares 105,007 Est. Cost $28.18 Unrealized -40.1%
PG Procter & Gamble Co 0.2%
Value ($000) $2,043 Shares 14,700 Est. Cost $103.83 Unrealized +12.1%
Patriot Transportation 0.2%
Value ($000) $2,022 Shares 225,975 Est. Cost $40.02 Unrealized
Apache Corp 0.2%
Value ($000) $1,768 Shares 186,708 Est. Cost $32.66 Unrealized
BLBD Blue Bird Corp 0.2%
Value ($000) $1,733 Shares 142,504 Est. Cost $16.78 Unrealized -25.5%
FLR Fluor Corp New Del Com 0.1%
Value ($000) $1,619 Shares 183,771 Est. Cost $20.32 Unrealized -48.2%
AAPL Apple Computer 0.1%
Value ($000) $1,570 Shares 13,560 Est. Cost $35.57 Unrealized +197.9%
JEF Jefferies Financial Group Inc 0.1%
Value ($000) $1,541 Shares 85,590 Est. Cost $13.75 Unrealized +0.7%
ROST Ross Stores Inc 0.1%
Value ($000) $1,236 Shares 13,240 Est. Cost $85.67 Unrealized -0.9%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,217 Shares 2,227,219 Est. Cost $1.60 Unrealized -60.2%
OXY Occidental Petroleum Corp 0.1%
Value ($000) $1,128 Shares 112,677 Est. Cost $50.44 Unrealized -73.7%
SNY Sanofi-Aventis 0.1%
Value ($000) $903 Shares 18,000 Est. Cost $51.05 Unrealized
XOP Spdr S P Oil Gas Explor 0.1%
Value ($000) $643 Shares 15,293 Est. Cost $32.91 Unrealized
FLIR Systems, Inc 0.1%
Value ($000) $579 Shares 16,144 Est. Cost $37.45 Unrealized
FIZZ National Beverage Corp 0.0%
Value ($000) $380 Shares 5,581 Est. Cost $28.90 Unrealized 0.0%
FLO Flowers Foods, Inc 0.0%
Value ($000) $338 Shares 13,882 Est. Cost $14.66 Unrealized +27.3%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $308 Shares 3,283 Est. Cost $90.11 Unrealized
OEF IShares S&P 100 0.0%
Value ($000) $302 Shares 1,938 Est. Cost $155.83 Unrealized
CSGS CSG Systems International, Inc 0.0%
Value ($000) $295 Shares 7,213 Est. Cost $37.09 Unrealized 0.0%
OXY/WS Occidental Petrol Corp 0.0%
Value ($000) $42 Shares 14,086 Est. Cost $2.98 Unrealized
Civeo Corp 0.0%
Value ($000) $11 Shares 16,000 Est. Cost $0.63 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $4 Shares 10,360 Est. Cost $42.75 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized