Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $1,646,105 (100.0% shares, 0.0% debt)

Holdings (116)

JNJ Johnson And Johnson 3.1%
Value ($000) $51,516 Shares 313,454 Est. Cost $94.08 Unrealized +49.6%
ACN Accenture PLC 3.0%
Value ($000) $49,195 Shares 178,080 Est. Cost $191.80 Unrealized +25.8%
TXN Texas Instruments Inc 3.0%
Value ($000) $48,725 Shares 257,820 Est. Cost $108.08 Unrealized +40.0%
CSCO Cisco Systems Inc 2.9%
Value ($000) $47,066 Shares 910,183 Est. Cost $29.22 Unrealized +39.0%
VZ Verizon Communications Com 2.8%
Value ($000) $46,700 Shares 803,090 Est. Cost $41.62 Unrealized +1.5%
MMM 3m Company 2.7%
Value ($000) $43,964 Shares 228,172 Est. Cost $118.56 Unrealized +5.5%
INTC Intel Corp 2.7%
Value ($000) $43,777 Shares 684,014 Est. Cost $40.45 Unrealized +33.7%
PAYX Paychex Inc 2.6%
Value ($000) $42,772 Shares 436,356 Est. Cost $71.48 Unrealized +12.5%
MDT Medtronic Inc 2.5%
Value ($000) $41,121 Shares 348,096 Est. Cost $79.33 Unrealized +28.2%
MSFT Microsoft Corp 2.5%
Value ($000) $40,982 Shares 173,820 Est. Cost $119.43 Unrealized +86.6%
LMT Lockheed Martin Corp 2.4%
Value ($000) $39,746 Shares 107,567 Est. Cost $319.67 Unrealized -6.2%
CLX Clorox Co Del Com 2.3%
Value ($000) $38,298 Shares 198,559 Est. Cost $173.18 Unrealized -4.7%
KR Kroger Co 2.3%
Value ($000) $37,735 Shares 1,048,475 Est. Cost $22.82 Unrealized +35.0%
PFE Pfizer Inc 2.2%
Value ($000) $36,952 Shares 1,019,929 Est. Cost $24.65 Unrealized +13.8%
HD Home Depot Inc 2.2%
Value ($000) $35,417 Shares 116,025 Est. Cost $242.87 Unrealized +0.6%
KMB Kimberly Clark Corp 2.1%
Value ($000) $35,128 Shares 252,630 Est. Cost $114.82 Unrealized -3.5%
PG Procter & Gamble Co 2.1%
Value ($000) $34,697 Shares 256,200 Est. Cost $120.51 Unrealized -4.0%
AFL Aflac Inc 2.0%
Value ($000) $33,541 Shares 655,354 Est. Cost $35.09 Unrealized +22.2%
CB CHUBB LTD 1.9%
Value ($000) $30,760 Shares 194,725 Est. Cost $130.15 Unrealized +15.4%
USB Us Bancorp (new) 1.7%
Value ($000) $27,307 Shares 493,700 Est. Cost $38.19 Unrealized +5.6%
MRK Merck & Company, Inc 1.6%
Value ($000) $26,998 Shares 350,210 Est. Cost $63.28 Unrealized -0.3%
LLY Eli Lilly & Co 1.6%
Value ($000) $26,885 Shares 143,911 Est. Cost $141.36 Unrealized +31.6%
Healthcare Realty TR REIT 1.6%
Value ($000) $26,412 Shares 871,093 Est. Cost $29.34 Unrealized
T AT&T Corp 1.5%
Value ($000) $24,864 Shares 821,410 Est. Cost $15.49 Unrealized +4.2%
DGX Quest Diagnostics, Inc. 1.5%
Value ($000) $24,577 Shares 191,500 Est. Cost $95.20 Unrealized +17.8%
GD General Dynamics Corp 1.5%
Value ($000) $24,293 Shares 133,804 Est. Cost $142.73 Unrealized +3.0%
TROW Price T Rowe Group Inc 1.4%
Value ($000) $23,475 Shares 136,800 Est. Cost $91.26 Unrealized +44.5%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $23,474 Shares 154,203 Est. Cost $83.58 Unrealized +52.3%
TSCO Tractor Supply Co 1.3%
Value ($000) $21,366 Shares 120,659 Est. Cost $20.64 Unrealized +42.7%
BHP BHP Billiton Ltd 1.3%
Value ($000) $21,150 Shares 304,799 Est. Cost $57.33 Unrealized
CAT Caterpillar Inc Del 1.3%
Value ($000) $20,787 Shares 89,649 Est. Cost $89.63 Unrealized +111.0%
ALL Allstate 1.3%
Value ($000) $20,625 Shares 179,500 Est. Cost $86.69 Unrealized +12.7%
ADP Automatic Data Proc 1.1%
Value ($000) $18,621 Shares 98,800 Est. Cost $156.66 Unrealized 0.0%
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $17,879 Shares 131,630 Est. Cost $43.94 Unrealized -1.4%
AEP American Electric Power Co 1.0%
Value ($000) $17,270 Shares 203,900 Est. Cost $63.27 Unrealized +6.7%
GPC Genuine Parts Co 1.0%
Value ($000) $16,876 Shares 146,000 Est. Cost $79.60 Unrealized +16.9%
Lab Corp Of Amer 1.0%
Value ($000) $16,314 Shares 63,970 Est. Cost $164.67 Unrealized
TGT Target Corp Com 1.0%
Value ($000) $15,846 Shares 80,000 Est. Cost $63.91 Unrealized +155.4%
DUK Duke Energy Corp New 1.0%
Value ($000) $15,797 Shares 163,650 Est. Cost $67.61 Unrealized +11.6%
XOM Exxon Mobil Corp 0.9%
Value ($000) $15,321 Shares 274,430 Est. Cost $55.35 Unrealized -21.7%
PEP Pepsico Inc 0.9%
Value ($000) $14,972 Shares 105,846 Est. Cost $85.49 Unrealized +37.9%
LOW Lowe's Companies Inc 0.9%
Value ($000) $14,569 Shares 76,608 Est. Cost $156.97 Unrealized 0.0%
Royal Dutch Shell 0.9%
Value ($000) $14,563 Shares 371,412 Est. Cost $62.67 Unrealized
SNY Sanofi-Aventis 0.8%
Value ($000) $13,730 Shares 277,600 Est. Cost $49.17 Unrealized
AXP American Express 0.8%
Value ($000) $13,701 Shares 96,870 Est. Cost $71.78 Unrealized +73.3%
DG Dollar General Corp 0.8%
Value ($000) $13,449 Shares 66,375 Est. Cost $86.45 Unrealized +113.4%
ETN Eaton Corp 0.8%
Value ($000) $13,372 Shares 96,700 Est. Cost $97.11 Unrealized +22.5%
SO Southern Company 0.8%
Value ($000) $13,220 Shares 212,680 Est. Cost $34.74 Unrealized +43.5%
COP Conocophillips 0.8%
Value ($000) $12,887 Shares 243,285 Est. Cost $45.88 Unrealized -9.8%
RGA Reinsurance Group America 0.8%
Value ($000) $12,829 Shares 101,779 Est. Cost $122.75 Unrealized -3.2%
TFC Truist Financial Corp 0.8%
Value ($000) $12,664 Shares 217,148 Est. Cost $40.89 Unrealized +6.6%
BP Bp Plc Spon Adr 0.7%
Value ($000) $11,945 Shares 490,560 Est. Cost $31.80 Unrealized
Xcel Energy Inc 0.7%
Value ($000) $11,899 Shares 178,900 Est. Cost $66.65 Unrealized
GL Globe Life Inc 0.7%
Value ($000) $11,825 Shares 122,370 Est. Cost $86.02 Unrealized +7.0%
AAP Advance Auto Parts Inc 0.7%
Value ($000) $11,615 Shares 63,300 Est. Cost $140.45 Unrealized +6.1%
RL Ralph Lauren Corp 0.7%
Value ($000) $11,180 Shares 90,775 Est. Cost $88.47 Unrealized +16.5%
RTX Raytheon Technologies Corp 0.7%
Value ($000) $10,733 Shares 138,907 Est. Cost $54.61 Unrealized +19.5%
CVX Chevron Corp 0.7%
Value ($000) $10,709 Shares 102,194 Est. Cost $74.48 Unrealized +6.8%
DLB Dolby Laboratories, Inc CL A 0.6%
Value ($000) $10,629 Shares 107,666 Est. Cost $50.50 Unrealized +75.7%
Cerner Corp 0.6%
Value ($000) $9,588 Shares 133,395 Est. Cost $60.13 Unrealized
MOS Mosaic Company 0.5%
Value ($000) $8,252 Shares 261,071 Est. Cost $19.73 Unrealized +34.6%
WM Waste Management Inc New 0.5%
Value ($000) $7,896 Shares 61,200 Est. Cost $99.58 Unrealized +8.6%
UPS United Parcel Service 0.5%
Value ($000) $7,888 Shares 46,400 Est. Cost $81.89 Unrealized +61.2%
EMR Emerson Elec Co 0.5%
Value ($000) $7,461 Shares 82,700 Est. Cost $56.28 Unrealized +38.3%
SYY Sysco Corporation 0.5%
Value ($000) $7,417 Shares 94,200 Est. Cost $58.04 Unrealized +17.3%
Total SA 0.4%
Value ($000) $7,267 Shares 156,135 Est. Cost $38.82 Unrealized
DE Deere Co 0.4%
Value ($000) $7,146 Shares 19,100 Est. Cost $145.27 Unrealized +111.7%
ABBNY ABB LTD 0.4%
Value ($000) $6,923 Shares 227,200 Est. Cost $30.47 Unrealized
FDS Factset Resh Sys Inc 0.4%
Value ($000) $6,604 Shares 21,400 Est. Cost $302.09 Unrealized 0.0%
VLO Valero Energy Corp 0.4%
Value ($000) $6,551 Shares 91,500 Est. Cost $45.33 Unrealized +26.2%
HXL Hexcel Corp 0.4%
Value ($000) $6,262 Shares 111,816 Est. Cost $55.74 Unrealized -5.4%
WLY Wiley John & Sons Cl A 0.3%
Value ($000) $5,701 Shares 105,177 Est. Cost $36.34 Unrealized +18.5%
GOOGL Google Inc Class A 0.3%
Value ($000) $5,451 Shares 2,643 Est. Cost $69.51 Unrealized +40.9%
ROST Ross Stores Inc 0.3%
Value ($000) $5,316 Shares 44,334 Est. Cost $95.09 Unrealized +18.0%
MSM MSC Industrial 0.3%
Value ($000) $5,034 Shares 55,818 Est. Cost $80.13 Unrealized +6.3%
MA Mastercard 0.3%
Value ($000) $5,032 Shares 14,132 Est. Cost $299.27 Unrealized +13.5%
MUR Murphy Oil Corp 0.3%
Value ($000) $4,439 Shares 270,492 Est. Cost $20.53 Unrealized -35.4%
MCD Mcdonalds Corp Com 0.3%
Value ($000) $4,281 Shares 19,100 Est. Cost $171.84 Unrealized +11.3%
FLR Fluor Corp New Del Com 0.2%
Value ($000) $4,096 Shares 177,407 Est. Cost $20.31 Unrealized -4.3%
STRL Sterling Construction 0.2%
Value ($000) $3,760 Shares 162,074 Est. Cost $10.94 Unrealized +99.2%
Ampio Pharmaceuticals, Inc 0.2%
Value ($000) $3,655 Shares 2,162,840 Est. Cost $1.63 Unrealized
FTDR Frontdoor Inc 0.2%
Value ($000) $3,626 Shares 67,458 Est. Cost $43.30 Unrealized +26.0%
BLBD Blue Bird Corp 0.2%
Value ($000) $3,586 Shares 143,248 Est. Cost $16.78 Unrealized +35.9%
APA APA Corporation 0.2%
Value ($000) $3,281 Shares 183,273 Est. Cost $16.01 Unrealized 0.0%
GIL Gildan Activewear Inc 0.2%
Value ($000) $3,107 Shares 101,330 Est. Cost $28.12 Unrealized -7.5%
META Facebook Inc 0.2%
Value ($000) $3,041 Shares 10,324 Est. Cost $207.33 Unrealized +29.0%
OXY Occidental Petroleum Corp 0.2%
Value ($000) $2,948 Shares 110,733 Est. Cost $50.44 Unrealized -53.3%
SEB Seaboard Corp 0.2%
Value ($000) $2,878 Shares 780 Est. Cost $3725.83 Unrealized -11.1%
DMPZF Domino's Pizza Group plc 0.1%
Value ($000) $2,374 Shares 495,982 Est. Cost $3.33 Unrealized +21.5%
Patriot Transportation 0.1%
Value ($000) $2,243 Shares 203,747 Est. Cost $39.28 Unrealized
NRC National Research Corporation 0.1%
Value ($000) $2,229 Shares 47,592 Est. Cost $47.55 Unrealized +2.2%
AAPL Apple Computer 0.1%
Value ($000) $1,857 Shares 15,206 Est. Cost $125.06 Unrealized 0.0%
GNRC Generac 0.1%
Value ($000) $1,602 Shares 4,893 Est. Cost $103.05 Unrealized +186.0%
RY Royal Bank of Canada 0.1%
Value ($000) $1,577 Shares 17,100 Est. Cost $70.58 Unrealized +23.3%
VSEC VSE Corp 0.1%
Value ($000) $1,518 Shares 38,419 Est. Cost $30.90 Unrealized +22.3%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,353 Shares 1,069,407 Est. Cost $1.59 Unrealized -35.8%
ATKR Atkore International Group 0.1%
Value ($000) $1,220 Shares 16,969 Est. Cost $31.04 Unrealized +87.9%
MEDP Medpace Holdings, Inc. 0.1%
Value ($000) $905 Shares 5,517 Est. Cost $152.95 Unrealized 0.0%
DCI Donaldson Co Inc 0.0%
Value ($000) $724 Shares 12,450 Est. Cost $55.33 Unrealized 0.0%
Ritchie Bros. Auctioneers Inc 0.0%
Value ($000) $574 Shares 9,808 Est. Cost $58.52 Unrealized
FIZZ National Beverage Corp 0.0%
Value ($000) $537 Shares 10,977 Est. Cost $36.93 Unrealized +23.7%
KO Coca Cola Company 0.0%
Value ($000) $527 Shares 10,000 Est. Cost $43.10 Unrealized +0.7%
BRK/A Berkshire Hathaway CL A 0.0%
Value ($000) $386 Shares 1 Est. Cost $366657.40 Unrealized 0.0%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $360 Shares 3,183 Est. Cost $90.11 Unrealized
CSGS CSG Systems International, Inc 0.0%
Value ($000) $353 Shares 7,853 Est. Cost $37.31 Unrealized +11.2%
GFL GFL Environmental Inc Subordinate Shares 0.0%
Value ($000) $350 Shares 10,000 Est. Cost $30.71 Unrealized 0.0%
OEF IShares S&P 100 0.0%
Value ($000) $338 Shares 1,878 Est. Cost $179.98 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $330 Shares 13,882 Est. Cost $14.66 Unrealized +26.0%
NEE Nextera Energy Inc 0.0%
Value ($000) $322 Shares 4,264 Est. Cost $68.82 Unrealized 0.0%
APG API Group Corp 0.0%
Value ($000) $310 Shares 15,000 Est. Cost $12.56 Unrealized 0.0%
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $280 Shares 1,000 Est. Cost $269.69 Unrealized 0.0%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $249 Shares 3,340 Est. Cost $92.28 Unrealized 0.0%
South State Corporation 0.0%
Value ($000) $208 Shares 2,649 Est. Cost $78.52 Unrealized
OXY/WS Occidental Petrol Corp 0.0%
Value ($000) $166 Shares 13,939 Est. Cost $2.98 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $6 Shares 10,360 Est. Cost $0.58 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized