Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $1,692,560 (100.0% shares, 0.0% debt)

Holdings (114)

JNJ Johnson And Johnson 3.2%
Value ($000) $54,988 Shares 333,789 Est. Cost $97.17 Unrealized +49.1%
CSCO Cisco Systems Inc 3.0%
Value ($000) $51,133 Shares 964,778 Est. Cost $30.16 Unrealized +52.0%
ACN Accenture PLC 3.0%
Value ($000) $50,740 Shares 172,121 Est. Cost $191.80 Unrealized +39.8%
VZ Verizon Communications Com 2.8%
Value ($000) $46,947 Shares 837,899 Est. Cost $41.69 Unrealized +4.1%
MMM 3m Company 2.8%
Value ($000) $46,889 Shares 236,061 Est. Cost $119.29 Unrealized +17.7%
TXN Texas Instruments Inc 2.7%
Value ($000) $46,275 Shares 240,641 Est. Cost $108.08 Unrealized +51.9%
MSFT Microsoft Corp 2.7%
Value ($000) $45,845 Shares 169,233 Est. Cost $119.43 Unrealized +104.9%
MDT Medtronic Inc 2.7%
Value ($000) $45,616 Shares 367,487 Est. Cost $80.92 Unrealized +35.3%
KR Kroger Co 2.5%
Value ($000) $42,572 Shares 1,111,260 Est. Cost $23.45 Unrealized +45.4%
LMT Lockheed Martin Corp 2.5%
Value ($000) $42,369 Shares 111,983 Est. Cost $320.41 Unrealized +5.7%
PFE Pfizer Inc 2.5%
Value ($000) $41,867 Shares 1,069,117 Est. Cost $24.94 Unrealized +24.3%
INTC Intel Corp 2.3%
Value ($000) $39,421 Shares 702,184 Est. Cost $40.79 Unrealized +31.3%
PAYX Paychex Inc 2.3%
Value ($000) $38,647 Shares 360,175 Est. Cost $71.48 Unrealized +23.5%
CLX Clorox Co Del Com 2.2%
Value ($000) $37,262 Shares 207,112 Est. Cost $172.53 Unrealized -8.8%
KMB Kimberly Clark Corp 2.0%
Value ($000) $34,091 Shares 254,830 Est. Cost $114.82 Unrealized -2.1%
CB CHUBB LTD 1.9%
Value ($000) $32,775 Shares 206,213 Est. Cost $131.55 Unrealized +18.0%
AFL Aflac Inc 1.8%
Value ($000) $31,014 Shares 577,964 Est. Cost $35.09 Unrealized +39.7%
PG Procter & Gamble Co 1.7%
Value ($000) $28,862 Shares 213,900 Est. Cost $120.51 Unrealized +0.2%
HD Home Depot Inc 1.7%
Value ($000) $28,326 Shares 88,828 Est. Cost $242.87 Unrealized +16.9%
TROW Price T Rowe Group Inc 1.6%
Value ($000) $27,023 Shares 136,500 Est. Cost $91.26 Unrealized +65.9%
MRK Merck & Company, Inc 1.6%
Value ($000) $26,911 Shares 346,029 Est. Cost $63.28 Unrealized +1.3%
Healthcare Realty TR REIT 1.6%
Value ($000) $26,307 Shares 871,093 Est. Cost $29.34 Unrealized
LLY Eli Lilly & Co 1.5%
Value ($000) $26,191 Shares 114,111 Est. Cost $141.36 Unrealized +35.8%
GD General Dynamics Corp 1.5%
Value ($000) $25,360 Shares 134,707 Est. Cost $142.73 Unrealized +19.7%
DGX Quest Diagnostics, Inc. 1.5%
Value ($000) $25,061 Shares 189,900 Est. Cost $95.20 Unrealized +25.8%
TSCO Tractor Supply Co 1.5%
Value ($000) $24,783 Shares 133,199 Est. Cost $21.89 Unrealized +55.0%
BHP BHP Billiton Ltd 1.4%
Value ($000) $23,842 Shares 327,359 Est. Cost $58.40 Unrealized
JPM JP Morgan Chase & Co 1.4%
Value ($000) $23,506 Shares 151,123 Est. Cost $83.58 Unrealized +67.2%
T AT&T Corp 1.4%
Value ($000) $23,174 Shares 805,210 Est. Cost $15.49 Unrealized +9.7%
USB Us Bancorp (new) 1.4%
Value ($000) $22,999 Shares 403,700 Est. Cost $38.19 Unrealized +25.0%
CAT Caterpillar Inc Del 1.3%
Value ($000) $21,731 Shares 99,854 Est. Cost $102.12 Unrealized +107.4%
ALL Allstate 1.3%
Value ($000) $21,460 Shares 164,517 Est. Cost $86.69 Unrealized +33.0%
Lab Corp Of Amer 1.3%
Value ($000) $21,241 Shares 77,002 Est. Cost $183.48 Unrealized
ADP Automatic Data Proc 1.2%
Value ($000) $19,624 Shares 98,800 Est. Cost $156.66 Unrealized +12.5%
TGT Target Corp Com 1.1%
Value ($000) $19,315 Shares 79,900 Est. Cost $63.91 Unrealized +199.7%
AXP American Express 1.1%
Value ($000) $19,090 Shares 115,535 Est. Cost $84.07 Unrealized +75.9%
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $18,563 Shares 131,637 Est. Cost $43.94 Unrealized -0.3%
GPC Genuine Parts Co 1.1%
Value ($000) $18,389 Shares 145,400 Est. Cost $79.60 Unrealized +39.1%
PEP Pepsico Inc 1.0%
Value ($000) $17,735 Shares 119,693 Est. Cost $90.19 Unrealized +39.9%
DG Dollar General Corp 1.0%
Value ($000) $17,728 Shares 81,925 Est. Cost $107.16 Unrealized +82.5%
AEP American Electric Power Co 1.0%
Value ($000) $17,316 Shares 204,700 Est. Cost $63.27 Unrealized +14.9%
Royal Dutch Shell 1.0%
Value ($000) $16,148 Shares 399,692 Est. Cost $61.09 Unrealized
COP Conocophillips 0.9%
Value ($000) $15,909 Shares 261,239 Est. Cost $45.97 Unrealized +2.6%
DUK Duke Energy Corp New 0.9%
Value ($000) $15,672 Shares 158,750 Est. Cost $67.61 Unrealized +24.1%
AAP Advance Auto Parts Inc 0.9%
Value ($000) $15,593 Shares 76,012 Est. Cost $146.17 Unrealized +19.5%
SNY Sanofi-Aventis 0.9%
Value ($000) $14,971 Shares 284,300 Est. Cost $49.25 Unrealized
XOM Exxon Mobil Corp 0.9%
Value ($000) $14,920 Shares 236,530 Est. Cost $55.35 Unrealized -9.6%
LOW Lowe's Companies Inc 0.9%
Value ($000) $14,861 Shares 76,617 Est. Cost $156.97 Unrealized +14.4%
RGA Reinsurance Group America 0.8%
Value ($000) $14,349 Shares 125,869 Est. Cost $123.36 Unrealized +2.1%
BP Bp Plc Spon Adr 0.8%
Value ($000) $14,007 Shares 530,170 Est. Cost $31.40 Unrealized
GL Globe Life Inc 0.8%
Value ($000) $13,902 Shares 145,955 Est. Cost $88.04 Unrealized +11.9%
RL Ralph Lauren Corp 0.8%
Value ($000) $12,891 Shares 109,424 Est. Cost $92.68 Unrealized +22.1%
SO Southern Company 0.7%
Value ($000) $12,597 Shares 208,180 Est. Cost $34.74 Unrealized +54.8%
Cerner Corp 0.7%
Value ($000) $12,506 Shares 160,000 Est. Cost $63.13 Unrealized
DLB Dolby Laboratories, Inc CL A 0.7%
Value ($000) $11,993 Shares 122,021 Est. Cost $55.37 Unrealized +65.9%
RTX Raytheon Technologies Corp 0.7%
Value ($000) $11,854 Shares 138,951 Est. Cost $54.61 Unrealized +38.7%
TFC Truist Financial Corp 0.7%
Value ($000) $11,676 Shares 210,379 Est. Cost $40.89 Unrealized +15.1%
CVX Chevron Corp 0.6%
Value ($000) $10,391 Shares 99,210 Est. Cost $74.48 Unrealized +16.9%
UPS United Parcel Service 0.5%
Value ($000) $9,239 Shares 44,426 Est. Cost $81.89 Unrealized +100.5%
WM Waste Management Inc New 0.5%
Value ($000) $8,577 Shares 61,215 Est. Cost $99.58 Unrealized +29.1%
MOS Mosaic Company 0.5%
Value ($000) $7,975 Shares 249,931 Est. Cost $19.73 Unrealized +55.1%
ABBNY ABB LTD 0.5%
Value ($000) $7,723 Shares 227,200 Est. Cost $30.47 Unrealized
EMR Emerson Elec Co 0.4%
Value ($000) $7,593 Shares 78,900 Est. Cost $56.28 Unrealized +51.9%
GOOGL Google Inc Class A 0.4%
Value ($000) $7,477 Shares 3,062 Est. Cost $75.86 Unrealized +52.8%
VLO Valero Energy Corp 0.4%
Value ($000) $7,402 Shares 94,800 Est. Cost $46.05 Unrealized +43.3%
Total Energies SE 0.4%
Value ($000) $7,212 Shares 159,335 Est. Cost $38.95 Unrealized
FDS Factset Resh Sys Inc 0.4%
Value ($000) $7,182 Shares 21,400 Est. Cost $302.09 Unrealized +3.7%
HXL Hexcel Corp 0.4%
Value ($000) $6,941 Shares 111,241 Est. Cost $55.74 Unrealized +3.4%
ROST Ross Stores Inc 0.4%
Value ($000) $6,841 Shares 55,171 Est. Cost $99.66 Unrealized +18.8%
XEL Xcel Energy Inc 0.4%
Value ($000) $6,819 Shares 103,500 Est. Cost $59.92 Unrealized 0.0%
DE Deere Co 0.4%
Value ($000) $6,807 Shares 19,300 Est. Cost $147.31 Unrealized +132.7%
MA Mastercard 0.4%
Value ($000) $6,441 Shares 17,642 Est. Cost $311.81 Unrealized +16.2%
WLY Wiley John & Sons Cl A 0.4%
Value ($000) $6,330 Shares 105,177 Est. Cost $36.34 Unrealized +39.5%
MUR Murphy Oil Corp 0.4%
Value ($000) $6,266 Shares 269,162 Est. Cost $20.53 Unrealized -15.1%
MSM MSC Industrial 0.4%
Value ($000) $5,931 Shares 66,098 Est. Cost $81.89 Unrealized +11.7%
FTNT Fortinet, Inc 0.3%
Value ($000) $4,362 Shares 18,313 Est. Cost $42.69 Unrealized 0.0%
APA APA Corporation 0.2%
Value ($000) $3,945 Shares 182,383 Est. Cost $16.01 Unrealized +12.7%
GIL Gildan Activewear Inc 0.2%
Value ($000) $3,697 Shares 100,135 Est. Cost $28.12 Unrealized +13.6%
Ampio Pharmaceuticals, Inc 0.2%
Value ($000) $3,649 Shares 2,184,840 Est. Cost $1.63 Unrealized
META Facebook Inc 0.2%
Value ($000) $3,599 Shares 10,352 Est. Cost $207.33 Unrealized +53.7%
OXY Occidental Petroleum Corp 0.2%
Value ($000) $3,447 Shares 110,233 Est. Cost $50.44 Unrealized -49.9%
FTDR Frontdoor Inc 0.2%
Value ($000) $3,405 Shares 68,338 Est. Cost $43.42 Unrealized +21.4%
STRL Sterling Construction 0.2%
Value ($000) $3,352 Shares 138,918 Est. Cost $10.94 Unrealized +104.5%
FLR Fluor Corp New Del Com 0.2%
Value ($000) $3,119 Shares 176,222 Est. Cost $20.31 Unrealized +1.4%
SEB Seaboard Corp 0.2%
Value ($000) $2,983 Shares 771 Est. Cost $3725.83 Unrealized -0.6%
BLBD Blue Bird Corp 0.2%
Value ($000) $2,741 Shares 110,264 Est. Cost $16.78 Unrealized +56.6%
Hilton Food Group PLC 0.2%
Value ($000) $2,671 Shares 176,754 Est. Cost $15.11 Unrealized
DMPZF Domino's Pizza Group plc 0.2%
Value ($000) $2,668 Shares 497,152 Est. Cost $3.33 Unrealized +40.4%
NRC National Research Corporation 0.1%
Value ($000) $2,187 Shares 47,637 Est. Cost $47.55 Unrealized +0.0%
AAPL Apple Computer 0.1%
Value ($000) $2,094 Shares 15,286 Est. Cost $125.06 Unrealized +1.1%
GNRC Generac 0.1%
Value ($000) $2,017 Shares 4,858 Est. Cost $103.05 Unrealized +225.6%
ATKR Atkore International Group 0.1%
Value ($000) $1,769 Shares 24,922 Est. Cost $44.57 Unrealized +64.8%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,719 Shares 1,069,407 Est. Cost $1.59 Unrealized -7.8%
Patriot Transportation 0.1%
Value ($000) $1,091 Shares 96,426 Est. Cost $39.28 Unrealized
FIZZ National Beverage Corp 0.1%
Value ($000) $1,070 Shares 22,658 Est. Cost $39.87 Unrealized +6.9%
MEDP Medpace Holdings, Inc. 0.1%
Value ($000) $1,050 Shares 5,947 Est. Cost $154.37 Unrealized +11.8%
DCI Donaldson Co Inc 0.0%
Value ($000) $790 Shares 12,430 Est. Cost $55.33 Unrealized +3.6%
Ritchie Bros. Auctioneers Inc 0.0%
Value ($000) $584 Shares 9,853 Est. Cost $58.52 Unrealized
KO Coca Cola Company 0.0%
Value ($000) $543 Shares 10,034 Est. Cost $43.10 Unrealized +9.7%
BRK/A Berkshire Hathaway CL A 0.0%
Value ($000) $419 Shares 1 Est. Cost $366657.40 Unrealized +14.6%
QLYS Qualys, Inc. 0.0%
Value ($000) $392 Shares 3,893 Est. Cost $101.79 Unrealized 0.0%
EVTC Evertec, Inc 0.0%
Value ($000) $377 Shares 8,640 Est. Cost $41.28 Unrealized 0.0%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $377 Shares 3,183 Est. Cost $90.11 Unrealized
CSGS CSG Systems International, Inc 0.0%
Value ($000) $371 Shares 7,858 Est. Cost $37.31 Unrealized +10.6%
OEF IShares S&P 100 0.0%
Value ($000) $368 Shares 1,878 Est. Cost $179.98 Unrealized
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $350 Shares 1,010 Est. Cost $270.02 Unrealized +12.2%
FLO Flowers Foods, Inc 0.0%
Value ($000) $336 Shares 13,882 Est. Cost $14.66 Unrealized +35.3%
MCK Mckesson Corp 0.0%
Value ($000) $236 Shares 1,233 Est. Cost $188.10 Unrealized 0.0%
GS Goldman Sachs Group 0.0%
Value ($000) $232 Shares 610 Est. Cost $319.41 Unrealized 0.0%
South State Corporation 0.0%
Value ($000) $217 Shares 2,649 Est. Cost $78.52 Unrealized
OXY/WS Occidental Petrol Corp 0.0%
Value ($000) $193 Shares 13,877 Est. Cost $2.98 Unrealized
CYDY Cytodyn Inc 0.0%
Value ($000) $148 Shares 87,237 Est. Cost $2.49 Unrealized 0.0%
Mycelx Technologies Corp 0.0%
Value ($000) $7 Shares 10,360 Est. Cost $0.58 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $1 Shares 14,000 Est. Cost Unrealized