Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 11, 2021

Total Value ($000): $1,462,320 (100.0% shares, 0.0% debt)

Holdings (106)

JNJ Johnson And Johnson 3.5%
Value ($000) $50,712 Shares 322,229 Est. Cost $94.08 Unrealized +35.6%
ACN Accenture PLC 3.2%
Value ($000) $46,557 Shares 178,234 Est. Cost $191.80 Unrealized +16.3%
TXN Texas Instruments Inc 2.9%
Value ($000) $42,837 Shares 260,992 Est. Cost $108.08 Unrealized +24.5%
MDT Medtronic Inc 2.8%
Value ($000) $40,898 Shares 349,141 Est. Cost $79.33 Unrealized +19.8%
VZ Verizon Communications Com 2.8%
Value ($000) $40,729 Shares 693,258 Est. Cost $41.52 Unrealized +5.9%
CSCO Cisco Systems Inc 2.7%
Value ($000) $38,854 Shares 868,243 Est. Cost $28.67 Unrealized +23.0%
PFE Pfizer Inc 2.6%
Value ($000) $38,161 Shares 1,036,724 Est. Cost $24.65 Unrealized +16.2%
PAYX Paychex Inc 2.6%
Value ($000) $37,970 Shares 407,486 Est. Cost $70.85 Unrealized +8.6%
MMM 3m Company 2.5%
Value ($000) $36,893 Shares 211,073 Est. Cost $118.04 Unrealized -0.4%
INTC Intel Corp 2.4%
Value ($000) $35,096 Shares 704,459 Est. Cost $40.45 Unrealized +8.8%
MSFT Microsoft Corp 2.4%
Value ($000) $34,673 Shares 155,888 Est. Cost $107.53 Unrealized +91.6%
KR Kroger Co 2.3%
Value ($000) $33,364 Shares 1,050,515 Est. Cost $22.82 Unrealized +27.4%
LMT Lockheed Martin Corp 2.1%
Value ($000) $30,748 Shares 86,620 Est. Cost $324.43 Unrealized -1.7%
CB CHUBB LTD 2.1%
Value ($000) $30,165 Shares 195,980 Est. Cost $130.15 Unrealized -0.1%
KMB Kimberly Clark Corp 2.0%
Value ($000) $29,545 Shares 219,130 Est. Cost $115.43 Unrealized +0.5%
AFL Aflac Inc 2.0%
Value ($000) $29,201 Shares 656,654 Est. Cost $35.09 Unrealized +3.5%
CLX Clorox Co Del Com 2.0%
Value ($000) $28,838 Shares 142,820 Est. Cost $176.37 Unrealized 0.0%
MRK Merck & Company, Inc 2.0%
Value ($000) $28,672 Shares 350,515 Est. Cost $63.28 Unrealized +2.5%
PG Procter & Gamble Co 1.9%
Value ($000) $28,273 Shares 203,200 Est. Cost $121.77 Unrealized +1.1%
LLY Eli Lilly & Co 1.8%
Value ($000) $27,016 Shares 160,011 Est. Cost $141.36 Unrealized 0.0%
BHP BHP Billiton Ltd 1.8%
Value ($000) $26,356 Shares 403,362 Est. Cost $57.33 Unrealized
PEP Pepsico Inc 1.8%
Value ($000) $25,988 Shares 175,236 Est. Cost $85.49 Unrealized +41.8%
Healthcare Realty TR REIT 1.8%
Value ($000) $25,784 Shares 871,093 Est. Cost $29.34 Unrealized
HD Home Depot Inc 1.7%
Value ($000) $24,596 Shares 92,600 Est. Cost $242.47 Unrealized 0.0%
T AT&T Corp 1.6%
Value ($000) $23,506 Shares 817,316 Est. Cost $15.49 Unrealized -0.7%
DGX Quest Diagnostics, Inc. 1.6%
Value ($000) $23,024 Shares 193,200 Est. Cost $95.20 Unrealized +16.1%
CAT Caterpillar Inc Del 1.4%
Value ($000) $20,938 Shares 115,034 Est. Cost $89.63 Unrealized +71.8%
TROW Price T Rowe Group Inc 1.4%
Value ($000) $20,786 Shares 137,300 Est. Cost $91.26 Unrealized +25.3%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $19,861 Shares 156,303 Est. Cost $83.58 Unrealized +17.4%
ALL Allstate 1.3%
Value ($000) $19,732 Shares 179,500 Est. Cost $86.69 Unrealized -0.1%
TGT Target Corp Com 1.2%
Value ($000) $17,618 Shares 99,800 Est. Cost $63.91 Unrealized +126.7%
AEP American Electric Power Co 1.2%
Value ($000) $16,979 Shares 203,900 Est. Cost $63.27 Unrealized +13.8%
TFC Truist Financial Corp 1.1%
Value ($000) $16,294 Shares 339,948 Est. Cost $40.89 Unrealized -12.8%
GD General Dynamics Corp 1.1%
Value ($000) $15,983 Shares 107,400 Est. Cost $141.68 Unrealized -7.8%
SYY Sysco Corporation 1.1%
Value ($000) $15,416 Shares 207,600 Est. Cost $58.04 Unrealized +3.4%
DUK Duke Energy Corp New 1.0%
Value ($000) $14,984 Shares 163,650 Est. Cost $67.61 Unrealized +11.9%
GPC Genuine Parts Co 1.0%
Value ($000) $14,793 Shares 147,300 Est. Cost $79.60 Unrealized +6.5%
TRV Travelers Cos Inc 1.0%
Value ($000) $14,116 Shares 100,564 Est. Cost $93.55 Unrealized +23.6%
Royal Dutch Shell 0.9%
Value ($000) $13,767 Shares 391,787 Est. Cost $62.67 Unrealized
SO Southern Company 0.9%
Value ($000) $13,089 Shares 213,075 Est. Cost $34.74 Unrealized +42.5%
Lab Corp Of Amer 0.9%
Value ($000) $13,043 Shares 64,077 Est. Cost $164.67 Unrealized
XOM Exxon Mobil Corp 0.8%
Value ($000) $12,191 Shares 295,745 Est. Cost $55.35 Unrealized -45.1%
DG Dollar General Corp 0.8%
Value ($000) $12,014 Shares 57,128 Est. Cost $70.58 Unrealized +180.6%
RGA Reinsurance Group America 0.8%
Value ($000) $11,722 Shares 101,140 Est. Cost $122.75 Unrealized -9.0%
AXP American Express 0.8%
Value ($000) $11,673 Shares 96,547 Est. Cost $71.78 Unrealized +44.7%
USB Us Bancorp (new) 0.8%
Value ($000) $11,657 Shares 250,200 Est. Cost $36.11 Unrealized -6.3%
Nordstrom Inc 0.8%
Value ($000) $11,601 Shares 371,700 Est. Cost $34.69 Unrealized
GL Globe Life Inc 0.8%
Value ($000) $11,578 Shares 121,925 Est. Cost $86.02 Unrealized -0.7%
COP Conocophillips 0.8%
Value ($000) $11,179 Shares 279,545 Est. Cost $45.88 Unrealized -33.0%
TSCO Tractor Supply Co 0.7%
Value ($000) $10,836 Shares 77,083 Est. Cost $15.65 Unrealized +64.5%
Cerner Corp 0.7%
Value ($000) $10,428 Shares 132,870 Est. Cost $60.13 Unrealized
DLB Dolby Laboratories, Inc CL A 0.7%
Value ($000) $10,372 Shares 106,780 Est. Cost $50.50 Unrealized +51.4%
Xcel Energy Inc 0.7%
Value ($000) $10,141 Shares 152,100 Est. Cost $66.67 Unrealized
BP Bp Plc Spon Adr 0.7%
Value ($000) $9,993 Shares 487,010 Est. Cost $31.80 Unrealized
RTX Raytheon Technologies Corp 0.7%
Value ($000) $9,933 Shares 138,907 Est. Cost $54.61 Unrealized +7.0%
AAP Advance Auto Parts Inc 0.7%
Value ($000) $9,926 Shares 63,020 Est. Cost $140.45 Unrealized -2.6%
RL Ralph Lauren Corp 0.6%
Value ($000) $9,363 Shares 90,257 Est. Cost $88.47 Unrealized -14.3%
RY Royal Bank of Canada 0.6%
Value ($000) $9,363 Shares 114,100 Est. Cost $70.58 Unrealized +9.6%
CVX Chevron Corp 0.6%
Value ($000) $8,689 Shares 102,894 Est. Cost $74.48 Unrealized -12.7%
MCD Mcdonalds Corp Com 0.6%
Value ($000) $8,454 Shares 39,400 Est. Cost $171.84 Unrealized +12.5%
ETN Eaton Corp 0.5%
Value ($000) $7,965 Shares 66,300 Est. Cost $87.10 Unrealized +19.3%
MOS Mosaic Company 0.5%
Value ($000) $7,923 Shares 344,315 Est. Cost $19.73 Unrealized -8.3%
UPS United Parcel Service 0.5%
Value ($000) $7,814 Shares 46,400 Est. Cost $81.89 Unrealized +67.2%
RCI Rogers Communications 0.5%
Value ($000) $7,154 Shares 153,548 Est. Cost $49.50 Unrealized -10.5%
SNY Sanofi-Aventis 0.5%
Value ($000) $6,963 Shares 143,300 Est. Cost $48.90 Unrealized
EMR Emerson Elec Co 0.5%
Value ($000) $6,647 Shares 82,700 Est. Cost $56.28 Unrealized +18.7%
Total SA 0.4%
Value ($000) $6,544 Shares 156,135 Est. Cost $38.82 Unrealized
CBRL Cracker Barrel 0.4%
Value ($000) $6,359 Shares 48,200 Est. Cost $80.27 Unrealized +31.5%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $6,232 Shares 43,230 Est. Cost $45.24 Unrealized 0.0%
META Facebook Inc 0.4%
Value ($000) $5,549 Shares 20,315 Est. Cost $207.33 Unrealized +31.3%
ROST Ross Stores Inc 0.4%
Value ($000) $5,401 Shares 43,982 Est. Cost $95.09 Unrealized +4.3%
HXL Hexcel Corp 0.4%
Value ($000) $5,349 Shares 110,320 Est. Cost $55.78 Unrealized -21.9%
DE Deere Co 0.4%
Value ($000) $5,139 Shares 19,100 Est. Cost $145.27 Unrealized +59.8%
MA Mastercard 0.3%
Value ($000) $5,016 Shares 14,053 Est. Cost $299.27 Unrealized +8.0%
WLY Wiley John & Sons Cl A 0.3%
Value ($000) $4,817 Shares 105,497 Est. Cost $36.34 Unrealized -16.2%
MSM MSC Industrial 0.3%
Value ($000) $4,667 Shares 55,301 Est. Cost $80.13 Unrealized -3.7%
GOOGL Google Inc Class A 0.3%
Value ($000) $4,611 Shares 2,631 Est. Cost $69.51 Unrealized +20.1%
WM Waste Management Inc New 0.3%
Value ($000) $3,868 Shares 32,800 Est. Cost $92.14 Unrealized +16.6%
VLO Valero Energy Corp 0.3%
Value ($000) $3,694 Shares 65,300 Est. Cost $40.57 Unrealized 0.0%
FTDR Frontdoor Inc 0.2%
Value ($000) $3,332 Shares 66,358 Est. Cost $43.11 Unrealized +6.0%
MUR Murphy Oil Corp 0.2%
Value ($000) $3,282 Shares 271,252 Est. Cost $20.53 Unrealized -59.4%
STRL Sterling Construction 0.2%
Value ($000) $2,979 Shares 160,077 Est. Cost $10.80 Unrealized +51.0%
IFF Intl Flavors & Fragrance 0.2%
Value ($000) $2,895 Shares 26,602 Est. Cost $113.72 Unrealized -14.2%
FLR Fluor Corp New Del Com 0.2%
Value ($000) $2,794 Shares 174,952 Est. Cost $20.32 Unrealized -30.3%
GIL Gildan Activewear Inc 0.2%
Value ($000) $2,767 Shares 98,800 Est. Cost $28.18 Unrealized -20.4%
Apache Corp 0.2%
Value ($000) $2,608 Shares 183,778 Est. Cost $32.66 Unrealized
BLBD Blue Bird Corp 0.2%
Value ($000) $2,590 Shares 141,858 Est. Cost $16.78 Unrealized -12.7%
SEB Seaboard Corp 0.2%
Value ($000) $2,228 Shares 735 Est. Cost $3751.25 Unrealized -14.3%
DMPZF Domino's Pizza Group plc 0.1%
Value ($000) $2,044 Shares 473,325 Est. Cost $3.29 Unrealized +16.0%
NRC National Research Corporation 0.1%
Value ($000) $1,950 Shares 45,622 Est. Cost $47.50 Unrealized +8.1%
Ampio Pharmaceuticals, Inc 0.1%
Value ($000) $1,929 Shares 1,213,053 Est. Cost $1.59 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $1,922 Shares 111,057 Est. Cost $50.44 Unrealized -74.4%
Patriot Transportation 0.1%
Value ($000) $1,743 Shares 198,562 Est. Cost $40.02 Unrealized
FLIR Systems, Inc 0.1%
Value ($000) $1,710 Shares 39,012 Est. Cost $41.19 Unrealized
GNRC Generac 0.1%
Value ($000) $1,688 Shares 7,422 Est. Cost $103.05 Unrealized +108.8%
VSEC VSE Corp 0.1%
Value ($000) $1,472 Shares 38,244 Est. Cost $30.90 Unrealized +6.8%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $796 Shares 1,055,872 Est. Cost $1.60 Unrealized -57.9%
ATKR Atkore International Group 0.0%
Value ($000) $682 Shares 16,594 Est. Cost $30.42 Unrealized 0.0%
KO Coca Cola Company 0.0%
Value ($000) $548 Shares 10,000 Est. Cost $43.10 Unrealized +2.7%
FIZZ National Beverage Corp 0.0%
Value ($000) $496 Shares 5,846 Est. Cost $29.23 Unrealized +24.0%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $344 Shares 3,283 Est. Cost $90.11 Unrealized
CSGS CSG Systems International, Inc 0.0%
Value ($000) $340 Shares 7,533 Est. Cost $37.13 Unrealized +2.8%
FLO Flowers Foods, Inc 0.0%
Value ($000) $314 Shares 13,882 Est. Cost $14.66 Unrealized +27.6%
OXY/WS Occidental Petrol Corp 0.0%
Value ($000) $95 Shares 13,956 Est. Cost $2.98 Unrealized
Cytodyn Inc 0.0%
Value ($000) $92 Shares 17,000 Est. Cost $5.41 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized