Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $1,891,077 (100.0% shares, 0.0% debt)

Holdings (116)

JNJ Johnson And Johnson 3.4%
Value ($000) $64,916 Shares 366,280 Est. Cost $101.65 Unrealized +49.3%
ACN Accenture PLC 2.9%
Value ($000) $54,236 Shares 160,828 Est. Cost $207.21 Unrealized +53.7%
MSFT Microsoft Corp 2.8%
Value ($000) $52,551 Shares 170,448 Est. Cost $126.88 Unrealized +129.7%
TXN Texas Instruments Inc 2.8%
Value ($000) $52,159 Shares 284,276 Est. Cost $116.24 Unrealized +35.3%
KR Kroger Co 2.6%
Value ($000) $49,320 Shares 859,685 Est. Cost $23.45 Unrealized +94.6%
CSCO Cisco Systems Inc 2.6%
Value ($000) $48,644 Shares 872,380 Est. Cost $30.16 Unrealized +66.7%
MDT Medtronic Inc 2.5%
Value ($000) $47,131 Shares 424,795 Est. Cost $84.37 Unrealized +11.0%
PFE Pfizer Inc 2.4%
Value ($000) $46,319 Shares 894,708 Est. Cost $25.13 Unrealized +69.0%
VZ Verizon Communications Com 2.4%
Value ($000) $44,770 Shares 878,886 Est. Cost $41.73 Unrealized -0.5%
LMT Lockheed Martin Corp 2.3%
Value ($000) $43,710 Shares 99,025 Est. Cost $320.43 Unrealized +13.9%
CB CHUBB LTD 2.2%
Value ($000) $42,289 Shares 197,703 Est. Cost $135.38 Unrealized +42.5%
PAYX Paychex Inc 2.2%
Value ($000) $41,187 Shares 301,800 Est. Cost $72.65 Unrealized +51.0%
INTC Intel Corp 2.1%
Value ($000) $40,127 Shares 809,665 Est. Cost $41.95 Unrealized +10.1%
TSCO Tractor Supply Co 2.1%
Value ($000) $39,477 Shares 169,162 Est. Cost $25.28 Unrealized +63.3%
BHP BHP Billiton Ltd 2.0%
Value ($000) $38,193 Shares 494,413 Est. Cost $57.32 Unrealized
AFL Aflac Inc 2.0%
Value ($000) $37,809 Shares 587,180 Est. Cost $36.07 Unrealized +58.8%
CLX Clorox Co Del Com 1.9%
Value ($000) $35,584 Shares 255,946 Est. Cost $165.94 Unrealized -18.8%
MMM 3m Company 1.8%
Value ($000) $33,928 Shares 227,887 Est. Cost $119.63 Unrealized -4.2%
CAT Caterpillar Inc Del 1.7%
Value ($000) $32,456 Shares 145,658 Est. Cost $130.35 Unrealized +49.9%
WMT Wal-Mart Stores Inc 1.6%
Value ($000) $30,965 Shares 207,930 Est. Cost $44.35 Unrealized +0.5%
MRK Merck & Company, Inc 1.5%
Value ($000) $28,584 Shares 348,373 Est. Cost $63.56 Unrealized +9.9%
PG Procter & Gamble Co 1.5%
Value ($000) $28,574 Shares 187,000 Est. Cost $121.74 Unrealized +16.8%
HD Home Depot Inc 1.5%
Value ($000) $27,516 Shares 91,924 Est. Cost $245.70 Unrealized +27.8%
TROW Price T Rowe Group Inc 1.4%
Value ($000) $26,960 Shares 178,320 Est. Cost $100.26 Unrealized +28.7%
ALL Allstate 1.4%
Value ($000) $26,912 Shares 194,300 Est. Cost $90.58 Unrealized +26.2%
KMB Kimberly Clark Corp 1.4%
Value ($000) $26,027 Shares 211,330 Est. Cost $114.82 Unrealized -0.7%
GD General Dynamics Corp 1.3%
Value ($000) $25,493 Shares 105,700 Est. Cost $142.73 Unrealized +43.5%
PEP Pepsico Inc 1.3%
Value ($000) $24,344 Shares 145,441 Est. Cost $98.82 Unrealized +50.2%
DGX Quest Diagnostics, Inc. 1.3%
Value ($000) $24,334 Shares 177,800 Est. Cost $95.20 Unrealized +35.7%
Healthcare Realty TR REIT 1.3%
Value ($000) $23,938 Shares 871,093 Est. Cost $29.34 Unrealized
COP Conocophillips 1.3%
Value ($000) $23,841 Shares 238,412 Est. Cost $46.24 Unrealized +72.3%
AXP American Express 1.2%
Value ($000) $23,596 Shares 126,182 Est. Cost $95.08 Unrealized +80.7%
USB Us Bancorp (new) 1.2%
Value ($000) $22,982 Shares 432,400 Est. Cost $39.07 Unrealized +22.4%
AEP American Electric Power Co 1.2%
Value ($000) $22,209 Shares 222,600 Est. Cost $64.20 Unrealized +23.4%
EMR Emerson Elec Co 1.2%
Value ($000) $21,904 Shares 223,400 Est. Cost $77.71 Unrealized +12.5%
TGT Target Corp Com 1.1%
Value ($000) $21,717 Shares 102,331 Est. Cost $122.55 Unrealized +56.1%
Lab Corp Of Amer 1.1%
Value ($000) $21,494 Shares 81,523 Est. Cost $192.02 Unrealized
DG Dollar General Corp 1.1%
Value ($000) $21,395 Shares 96,103 Est. Cost $125.86 Unrealized +58.0%
JPM JP Morgan Chase & Co 1.1%
Value ($000) $21,277 Shares 156,080 Est. Cost $86.79 Unrealized +54.0%
XOM Exxon Mobil Corp 1.1%
Value ($000) $19,931 Shares 241,328 Est. Cost $54.84 Unrealized +23.8%
GPC Genuine Parts Co 1.0%
Value ($000) $19,747 Shares 156,700 Est. Cost $83.00 Unrealized +39.9%
DUK Duke Energy Corp New 1.0%
Value ($000) $19,446 Shares 174,150 Est. Cost $69.56 Unrealized +28.2%
SHEL Shell 1.0%
Value ($000) $19,187 Shares 349,295 Est. Cost $54.93 Unrealized
T AT&T Corp 1.0%
Value ($000) $18,347 Shares 776,410 Est. Cost $15.49 Unrealized -3.8%
DE Deere Co 1.0%
Value ($000) $18,114 Shares 43,600 Est. Cost $254.35 Unrealized +42.7%
AAP Advance Auto Parts Inc 1.0%
Value ($000) $18,076 Shares 87,340 Est. Cost $153.62 Unrealized +29.3%
LOW Lowe's Companies Inc 0.9%
Value ($000) $17,776 Shares 87,916 Est. Cost $160.88 Unrealized +32.6%
Cerner Corp 0.9%
Value ($000) $16,478 Shares 176,122 Est. Cost $74.34 Unrealized
MOS Mosaic Company 0.9%
Value ($000) $16,387 Shares 246,418 Est. Cost $25.94 Unrealized +75.2%
GL Globe Life Inc 0.8%
Value ($000) $16,033 Shares 159,373 Est. Cost $88.34 Unrealized +11.2%
RTX Raytheon Technologies Corp 0.8%
Value ($000) $15,741 Shares 158,884 Est. Cost $58.14 Unrealized +49.2%
BP Bp Plc Spon Adr 0.8%
Value ($000) $15,526 Shares 528,102 Est. Cost $31.16 Unrealized
RGA Reinsurance Group America 0.8%
Value ($000) $14,887 Shares 136,002 Est. Cost $121.84 Unrealized -9.2%
TFC Truist Financial Corp 0.8%
Value ($000) $14,417 Shares 254,276 Est. Cost $41.76 Unrealized +21.2%
ADP Automatic Data Proc 0.8%
Value ($000) $14,381 Shares 63,200 Est. Cost $156.66 Unrealized +25.7%
LLY Eli Lilly & Co 0.8%
Value ($000) $14,323 Shares 50,016 Est. Cost $141.36 Unrealized +75.8%
SNY Sanofi-Aventis 0.7%
Value ($000) $14,149 Shares 275,600 Est. Cost $49.25 Unrealized
RL Ralph Lauren Corp 0.7%
Value ($000) $14,115 Shares 124,429 Est. Cost $94.66 Unrealized +14.5%
UPS United Parcel Service 0.7%
Value ($000) $13,336 Shares 62,185 Est. Cost $118.08 Unrealized +50.0%
AMAT Applied Material Inc 0.7%
Value ($000) $13,188 Shares 100,063 Est. Cost $136.23 Unrealized -2.5%
MUR Murphy Oil Corp 0.6%
Value ($000) $12,226 Shares 302,702 Est. Cost $24.26 Unrealized +22.6%
SO Southern Company 0.6%
Value ($000) $11,940 Shares 164,666 Est. Cost $34.96 Unrealized +67.9%
FTNT Fortinet, Inc 0.6%
Value ($000) $10,852 Shares 31,755 Est. Cost $50.59 Unrealized +22.9%
DLB Dolby Laboratories, Inc CL A 0.5%
Value ($000) $10,150 Shares 129,762 Est. Cost $59.74 Unrealized +26.2%
AAPL Apple Computer 0.5%
Value ($000) $9,953 Shares 57,000 Est. Cost $139.16 Unrealized +18.5%
CVX Chevron Corp 0.5%
Value ($000) $9,319 Shares 57,234 Est. Cost $81.99 Unrealized +49.7%
WLY Wiley John & Sons Cl A 0.5%
Value ($000) $9,133 Shares 172,220 Est. Cost $41.36 Unrealized +10.2%
VLO Valero Energy Corp 0.5%
Value ($000) $8,783 Shares 86,500 Est. Cost $46.05 Unrealized +67.1%
GOOGL Google Inc Class A 0.4%
Value ($000) $8,341 Shares 2,999 Est. Cost $83.92 Unrealized +60.6%
FDS Factset Resh Sys Inc 0.4%
Value ($000) $8,336 Shares 19,200 Est. Cost $345.86 Unrealized +17.5%
WM Waste Management Inc New 0.4%
Value ($000) $8,006 Shares 50,510 Est. Cost $99.58 Unrealized +43.1%
ADBE Adobe Systems Inc 0.4%
Value ($000) $7,959 Shares 17,468 Est. Cost $481.10 Unrealized 0.0%
MSM MSC Industrial 0.4%
Value ($000) $7,541 Shares 88,498 Est. Cost $82.48 Unrealized -1.8%
MA Mastercard 0.4%
Value ($000) $7,470 Shares 20,903 Est. Cost $320.47 Unrealized +9.7%
DRI Darden Restaurants Inc 0.4%
Value ($000) $7,033 Shares 52,900 Est. Cost $129.19 Unrealized -5.9%
ETN Eaton Corp 0.4%
Value ($000) $6,879 Shares 45,326 Est. Cost $147.33 Unrealized 0.0%
APA APA Corporation 0.3%
Value ($000) $6,223 Shares 150,570 Est. Cost $21.86 Unrealized +41.2%
Total Energies SE 0.3%
Value ($000) $6,062 Shares 119,943 Est. Cost $38.95 Unrealized
HXL Hexcel Corp 0.3%
Value ($000) $5,809 Shares 97,682 Est. Cost $55.66 Unrealized -0.9%
ROST Ross Stores Inc 0.3%
Value ($000) $5,633 Shares 62,268 Est. Cost $102.06 Unrealized -10.8%
MEDP Medpace Holdings, Inc. 0.2%
Value ($000) $3,210 Shares 19,621 Est. Cost $168.31 Unrealized -2.0%
QLYS Qualys, Inc. 0.1%
Value ($000) $2,538 Shares 17,824 Est. Cost $120.44 Unrealized +6.0%
STRL Sterling Construction 0.1%
Value ($000) $2,288 Shares 85,369 Est. Cost $10.94 Unrealized +155.5%
DMPZF Domino's Pizza Group plc 0.1%
Value ($000) $2,246 Shares 450,578 Est. Cost $3.35 Unrealized +35.5%
NRC National Research Corporation 0.1%
Value ($000) $2,182 Shares 55,036 Est. Cost $47.59 Unrealized -17.7%
CSGS CSG Systems International, Inc 0.1%
Value ($000) $2,134 Shares 33,575 Est. Cost $48.18 Unrealized +14.9%
META Facebook Inc 0.1%
Value ($000) $2,030 Shares 9,129 Est. Cost $207.33 Unrealized +19.7%
DCI Donaldson Co Inc 0.1%
Value ($000) $2,009 Shares 38,693 Est. Cost $56.89 Unrealized -10.2%
FTDR Frontdoor Inc 0.1%
Value ($000) $1,942 Shares 65,049 Est. Cost $37.61 Unrealized -11.4%
ATKR Atkore International Group 0.1%
Value ($000) $1,834 Shares 18,631 Est. Cost $44.57 Unrealized +124.5%
PLSDF Pulse Seismic Inc 0.1%
Value ($000) $1,711 Shares 971,037 Est. Cost $1.60 Unrealized +5.7%
FLR Fluor Corp New Del Com 0.1%
Value ($000) $1,685 Shares 58,729 Est. Cost $20.31 Unrealized +18.8%
FIZZ National Beverage Corp 0.1%
Value ($000) $1,680 Shares 38,632 Est. Cost $40.31 Unrealized +0.7%
EVTC Evertec, Inc 0.1%
Value ($000) $1,660 Shares 40,560 Est. Cost $44.04 Unrealized -4.6%
BLBD Blue Bird Corp 0.1%
Value ($000) $1,440 Shares 76,490 Est. Cost $16.78 Unrealized +8.5%
SEB Seaboard Corp 0.1%
Value ($000) $1,278 Shares 304 Est. Cost $3725.83 Unrealized +2.8%
GNRC Generac 0.1%
Value ($000) $982 Shares 3,305 Est. Cost $103.05 Unrealized +191.1%
Ampio Pharmaceuticals, Inc 0.1%
Value ($000) $976 Shares 2,075,840 Est. Cost $1.56 Unrealized
CDK Global, Inc. 0.1%
Value ($000) $960 Shares 19,727 Est. Cost $42.68 Unrealized
KO Coca Cola Company 0.0%
Value ($000) $620 Shares 10,000 Est. Cost $43.10 Unrealized +25.4%
SMG The Scotts Miracle-Gro Company 0.0%
Value ($000) $617 Shares 5,015 Est. Cost $118.29 Unrealized 0.0%
OGN Organon & Co Com 0.0%
Value ($000) $553 Shares 15,818 Est. Cost $26.97 Unrealized +5.9%
JBTM John Bean Technologies Corporation 0.0%
Value ($000) $546 Shares 4,606 Est. Cost $126.17 Unrealized 0.0%
BRK/A Berkshire Hathaway CL A 0.0%
Value ($000) $529 Shares 1 Est. Cost $366657.40 Unrealized +32.4%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $411 Shares 6,366 Est. Cost $77.42 Unrealized
GFL GFL Environmental Inc Subordinate Shares 0.0%
Value ($000) $407 Shares 12,500 Est. Cost $31.16 Unrealized 0.0%
Patriot Transportation 0.0%
Value ($000) $405 Shares 50,726 Est. Cost $39.28 Unrealized
PAR PAR Technology Corp 0.0%
Value ($000) $403 Shares 10,000 Est. Cost $40.98 Unrealized 0.0%
OEF IShares S&P 100 0.0%
Value ($000) $392 Shares 1,878 Est. Cost $179.98 Unrealized
APG API Group Corp 0.0%
Value ($000) $379 Shares 18,000 Est. Cost $14.66 Unrealized 0.0%
RICK RCI Hospitality Holdings, Inc 0.0%
Value ($000) $369 Shares 6,000 Est. Cost $69.60 Unrealized 0.0%
FLO Flowers Foods, Inc 0.0%
Value ($000) $357 Shares 13,882 Est. Cost $14.66 Unrealized +55.5%
Wheels Up Experience 0.0%
Value ($000) $189 Shares 60,795 Est. Cost $4.64 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $8 Shares 10,360 Est. Cost $0.58 Unrealized
CYDY Cytodyn Inc 0.0%
Value ($000) $5 Shares 13,037 Est. Cost $0.55 Unrealized 0.0%
Puresafe Water Systems Inc 0.0%
Value ($000) $1 Shares 14,000 Est. Cost Unrealized