Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 8, 2022

Total Value ($000): $1,632,108 (100.0% shares, 0.0% debt)

Holdings (115)

JNJ Johnson And Johnson 3.8%
Value ($000) $62,821 Shares 353,901 Est. Cost $101.65 Unrealized +57.3%
Accenture PLC 3.0%
Value ($000) $48,330 Shares 174,068 Est. Cost $277.65 Unrealized
PFE Pfizer Inc 2.9%
Value ($000) $46,778 Shares 892,197 Est. Cost $25.13 Unrealized +67.1%
MSFT Microsoft Corp 2.7%
Value ($000) $43,486 Shares 169,320 Est. Cost $126.88 Unrealized +107.6%
TXN Texas Instruments Inc 2.7%
Value ($000) $43,412 Shares 282,536 Est. Cost $116.24 Unrealized +29.9%
Verizon Communications Com 2.5%
Value ($000) $40,602 Shares 800,035 Est. Cost $50.75 Unrealized
Chubb Ltd 2.4%
Value ($000) $38,705 Shares 196,894 Est. Cost $196.58 Unrealized
Medtronic Inc 2.3%
Value ($000) $37,890 Shares 422,168 Est. Cost $89.75 Unrealized
Cisco Systems Inc 2.3%
Value ($000) $37,043 Shares 868,749 Est. Cost $42.64 Unrealized
LMT Lockheed Martin Corp 2.2%
Value ($000) $35,172 Shares 81,804 Est. Cost $320.43 Unrealized +24.2%
KR Kroger Co 2.1%
Value ($000) $34,376 Shares 726,309 Est. Cost $23.45 Unrealized +109.8%
PAYX Paychex Inc 2.1%
Value ($000) $34,133 Shares 299,753 Est. Cost $72.65 Unrealized +55.4%
INTC Intel Corp 2.0%
Value ($000) $33,003 Shares 882,204 Est. Cost $41.84 Unrealized -2.9%
AFL Aflac Inc 2.0%
Value ($000) $32,312 Shares 583,996 Est. Cost $36.07 Unrealized +50.7%
TSCO Tractor Supply Co 1.9%
Value ($000) $31,123 Shares 160,554 Est. Cost $25.28 Unrealized +50.8%
CLX Clorox Co Del Com 1.9%
Value ($000) $30,754 Shares 218,147 Est. Cost $165.94 Unrealized -23.7%
3m Company 1.8%
Value ($000) $29,295 Shares 226,376 Est. Cost $129.41 Unrealized
Healthcare Realty 1.7%
Value ($000) $28,445 Shares 1,045,759 Est. Cost $28.98 Unrealized
BHP BHP Billiton Ltd 1.7%
Value ($000) $27,544 Shares 490,282 Est. Cost $57.32 Unrealized
HD Home Depot Inc 1.7%
Value ($000) $27,468 Shares 100,151 Est. Cost $247.61 Unrealized +8.6%
MRK Merck & Company, Inc 1.6%
Value ($000) $26,902 Shares 295,073 Est. Cost $63.56 Unrealized +24.6%
PG Procter & Gamble Co 1.6%
Value ($000) $26,491 Shares 184,232 Est. Cost $121.74 Unrealized +12.8%
CAT Caterpillar Inc Del 1.6%
Value ($000) $25,993 Shares 145,410 Est. Cost $130.35 Unrealized +51.4%
WMT Wal-Mart Stores Inc 1.5%
Value ($000) $24,903 Shares 204,830 Est. Cost $44.35 Unrealized -0.7%
KMB Kimberly Clark Corp 1.5%
Value ($000) $24,764 Shares 183,230 Est. Cost $114.82 Unrealized -0.1%
PEP Pepsico Inc 1.5%
Value ($000) $24,203 Shares 145,224 Est. Cost $98.82 Unrealized +51.6%
AT&T Corp 1.4%
Value ($000) $22,365 Shares 1,067,010 Est. Cost $20.96 Unrealized
Conocophillips 1.3%
Value ($000) $21,404 Shares 238,322 Est. Cost $89.81 Unrealized
DGX Quest Diagnostics, Inc. 1.3%
Value ($000) $20,825 Shares 156,600 Est. Cost $95.20 Unrealized +33.4%
Exxon Mobil Corp 1.3%
Value ($000) $20,613 Shares 240,697 Est. Cost $85.64 Unrealized
GPC Genuine Parts Co 1.3%
Value ($000) $20,549 Shares 154,500 Est. Cost $83.00 Unrealized +45.0%
Price T Rowe Group Inc 1.2%
Value ($000) $20,171 Shares 177,550 Est. Cost $113.61 Unrealized
ALL Allstate 1.2%
Value ($000) $19,732 Shares 155,700 Est. Cost $90.58 Unrealized +32.5%
USB Us Bancorp (new) 1.2%
Value ($000) $19,595 Shares 425,800 Est. Cost $39.07 Unrealized +7.3%
Lab Corp Of Amer 1.2%
Value ($000) $19,412 Shares 82,830 Est. Cost $234.36 Unrealized
DG Dollar General Corp 1.1%
Value ($000) $18,533 Shares 75,509 Est. Cost $125.86 Unrealized +74.0%
SHEL Shell 1.1%
Value ($000) $18,227 Shares 348,579 Est. Cost $54.93 Unrealized
AXP American Express 1.1%
Value ($000) $17,641 Shares 127,261 Est. Cost $95.08 Unrealized +65.7%
EMR Emerson Elec Co 1.1%
Value ($000) $17,531 Shares 220,400 Est. Cost $77.71 Unrealized +5.4%
JP Morgan Chase & Co 1.1%
Value ($000) $17,306 Shares 153,680 Est. Cost $112.61 Unrealized
AEP American Electric Power Co 1.0%
Value ($000) $17,127 Shares 178,513 Est. Cost $64.20 Unrealized +35.0%
Target Corp Com 1.0%
Value ($000) $17,058 Shares 120,780 Est. Cost $141.23 Unrealized
RGA Reinsurance Group America 1.0%
Value ($000) $16,066 Shares 136,980 Est. Cost $121.84 Unrealized -4.8%
Globe Life Inc 1.0%
Value ($000) $15,664 Shares 160,706 Est. Cost $97.47 Unrealized
Advance Auto Parts Inc 0.9%
Value ($000) $15,401 Shares 88,975 Est. Cost $173.09 Unrealized
LOW Lowe's Companies Inc 0.9%
Value ($000) $15,129 Shares 86,616 Est. Cost $160.88 Unrealized +11.6%
RTX Raytheon Technologies Corp 0.9%
Value ($000) $15,040 Shares 156,484 Est. Cost $58.14 Unrealized +52.3%
BP Bp Plc Spon Adr 0.9%
Value ($000) $14,906 Shares 525,772 Est. Cost $31.16 Unrealized
FDS Factset Resh Sys Inc 0.9%
Value ($000) $14,498 Shares 37,700 Est. Cost $361.52 Unrealized +4.5%
AAPL Apple Computer 0.8%
Value ($000) $13,786 Shares 100,833 Est. Cost $143.28 Unrealized +3.7%
GD General Dynamics Corp 0.8%
Value ($000) $13,674 Shares 61,803 Est. Cost $142.73 Unrealized +49.5%
SNY Sanofi-Aventis 0.8%
Value ($000) $13,568 Shares 271,200 Est. Cost $49.25 Unrealized
DUK Duke Energy Corp New 0.8%
Value ($000) $13,492 Shares 125,850 Est. Cost $69.56 Unrealized +37.1%
ADP Automatic Data Proc 0.8%
Value ($000) $12,902 Shares 61,428 Est. Cost $156.66 Unrealized +29.3%
DE Deere Co 0.8%
Value ($000) $12,882 Shares 43,017 Est. Cost $254.35 Unrealized +37.5%
AMAT Applied Material Inc 0.8%
Value ($000) $12,678 Shares 139,344 Est. Cost $127.73 Unrealized -17.0%
TFC Truist Financial Corp 0.7%
Value ($000) $11,887 Shares 250,613 Est. Cost $41.76 Unrealized -2.3%
RL Ralph Lauren Corp 0.7%
Value ($000) $11,247 Shares 125,460 Est. Cost $94.66 Unrealized -1.4%
UPS United Parcel Service 0.7%
Value ($000) $11,169 Shares 61,185 Est. Cost $118.08 Unrealized +29.9%
Adobe Systems Inc 0.6%
Value ($000) $10,023 Shares 27,380 Est. Cost $366.07 Unrealized
MUR Murphy Oil Corp 0.6%
Value ($000) $9,304 Shares 308,195 Est. Cost $24.42 Unrealized +37.7%
Dolby Laboratories, Inc CL A 0.6%
Value ($000) $9,303 Shares 129,999 Est. Cost $71.56 Unrealized
Fortinet, Inc 0.6%
Value ($000) $9,101 Shares 160,855 Est. Cost $56.58 Unrealized
Mosaic Company 0.5%
Value ($000) $8,924 Shares 188,941 Est. Cost $47.23 Unrealized
Google Inc Class A 0.5%
Value ($000) $8,626 Shares 3,958 Est. Cost $2179.38 Unrealized
WLY Wiley John & Sons Cl A 0.5%
Value ($000) $8,308 Shares 173,961 Est. Cost $41.39 Unrealized +7.9%
SO Southern Company 0.5%
Value ($000) $8,241 Shares 115,566 Est. Cost $34.96 Unrealized +83.9%
CVX Chevron Corp 0.5%
Value ($000) $8,199 Shares 56,634 Est. Cost $81.99 Unrealized +74.0%
WM Waste Management Inc New 0.5%
Value ($000) $7,654 Shares 50,035 Est. Cost $99.58 Unrealized +48.6%
Mastercard 0.4%
Value ($000) $6,782 Shares 21,498 Est. Cost $315.47 Unrealized
MSM MSC Industrial 0.4%
Value ($000) $6,653 Shares 88,575 Est. Cost $82.48 Unrealized -0.5%
GNRC Generac 0.4%
Value ($000) $6,582 Shares 31,255 Est. Cost $230.79 Unrealized +6.5%
Total Energies SE 0.4%
Value ($000) $6,209 Shares 117,943 Est. Cost $38.95 Unrealized
DRI Darden Restaurants Inc 0.4%
Value ($000) $5,872 Shares 51,906 Est. Cost $129.19 Unrealized -14.2%
ETN Eaton Corp 0.3%
Value ($000) $5,536 Shares 43,941 Est. Cost $147.33 Unrealized -10.0%
APA Corporation 0.3%
Value ($000) $5,334 Shares 152,838 Est. Cost $34.90 Unrealized
VLO Valero Energy Corp 0.3%
Value ($000) $5,167 Shares 48,617 Est. Cost $46.05 Unrealized +130.0%
HXL Hexcel Corp 0.3%
Value ($000) $5,078 Shares 97,071 Est. Cost $55.66 Unrealized -1.5%
VBR Vanguard Small Cap Value ETF 0.3%
Value ($000) $4,555 Shares 30,405 Est. Cost $149.81 Unrealized
ROST Ross Stores Inc 0.3%
Value ($000) $4,421 Shares 62,949 Est. Cost $101.88 Unrealized -16.2%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $3,942 Shares 22,382 Est. Cost $176.12 Unrealized
LLY Eli Lilly & Co 0.2%
Value ($000) $3,312 Shares 10,216 Est. Cost $141.36 Unrealized +105.8%
Medpace Holdings, Inc 0.2%
Value ($000) $2,931 Shares 19,584 Est. Cost $149.66 Unrealized
NRC National Research Corporation 0.2%
Value ($000) $2,618 Shares 68,396 Est. Cost $45.36 Unrealized -20.3%
EVTC Evertec, Inc 0.1%
Value ($000) $2,447 Shares 66,347 Est. Cost $41.51 Unrealized -9.6%
Nvidia Corp 0.1%
Value ($000) $2,406 Shares 15,872 Est. Cost $151.59 Unrealized
CSGS CSG Systems International, Inc 0.1%
Value ($000) $2,287 Shares 38,317 Est. Cost $49.14 Unrealized +13.8%
Qualys, Inc. 0.1%
Value ($000) $2,208 Shares 17,506 Est. Cost $126.13 Unrealized
GIL Gildan Activewear Inc 0.1%
Value ($000) $2,131 Shares 74,035 Est. Cost $29.74 Unrealized 0.0%
FIZZ National Beverage Corp 0.1%
Value ($000) $1,844 Shares 37,682 Est. Cost $40.31 Unrealized +8.0%
STRL Sterling Construction 0.1%
Value ($000) $1,839 Shares 83,894 Est. Cost $10.94 Unrealized +119.7%
DCI Donaldson Co Inc 0.1%
Value ($000) $1,838 Shares 38,188 Est. Cost $56.89 Unrealized -16.7%
FTDR Frontdoor Inc 0.1%
Value ($000) $1,579 Shares 65,570 Est. Cost $37.61 Unrealized -28.2%
ATKR Atkore International Group 0.1%
Value ($000) $1,512 Shares 18,217 Est. Cost $44.57 Unrealized +115.1%
Meta Platforms Inc 0.1%
Value ($000) $1,429 Shares 8,863 Est. Cost $161.23 Unrealized
FLR Fluor Corp New Del Com 0.1%
Value ($000) $1,413 Shares 58,035 Est. Cost $20.31 Unrealized +32.3%
CDK Global, Inc. 0.1%
Value ($000) $1,004 Shares 18,337 Est. Cost $42.68 Unrealized
OGN Organon & Co Com 0.1%
Value ($000) $826 Shares 24,465 Est. Cost $27.87 Unrealized +5.9%
BLBD Blue Bird Corp 0.0%
Value ($000) $693 Shares 75,201 Est. Cost $16.78 Unrealized -16.4%
SEB Seaboard Corp 0.0%
Value ($000) $683 Shares 176 Est. Cost $3725.83 Unrealized +7.2%
Logitech International 0.0%
Value ($000) $681 Shares 13,076 Est. Cost $52.08 Unrealized
KO Coca Cola Company 0.0%
Value ($000) $629 Shares 10,000 Est. Cost $43.10 Unrealized +31.7%
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $496 Shares 4,494 Est. Cost $126.17 Unrealized -10.2%
AOS AO Smith Corporation 0.0%
Value ($000) $459 Shares 8,398 Est. Cost $56.14 Unrealized 0.0%
VO Vanguard Mid-Cap Etf 0.0%
Value ($000) $448 Shares 2,276 Est. Cost $196.84 Unrealized
BRK/A Berkshire Hathaway CL A 0.0%
Value ($000) $409 Shares 1 Est. Cost $366657.40 Unrealized +28.5%
SMG The Scotts Miracle-Gro Company 0.0%
Value ($000) $392 Shares 4,964 Est. Cost $118.29 Unrealized -29.0%
Patriot Transportation 0.0%
Value ($000) $372 Shares 49,968 Est. Cost $39.28 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $365 Shares 13,882 Est. Cost $14.66 Unrealized +51.6%
DTD Wisdomtree Total Div Fund 0.0%
Value ($000) $363 Shares 6,266 Est. Cost $77.42 Unrealized
OEF IShares S&P 100 0.0%
Value ($000) $324 Shares 1,878 Est. Cost $179.98 Unrealized
PAR PAR Technology Corp 0.0%
Value ($000) $319 Shares 8,500 Est. Cost $40.98 Unrealized -12.3%
Mycelx Technologies Corp 0.0%
Value ($000) $6 Shares 10,360 Est. Cost $0.58 Unrealized
CYDY Cytodyn Inc 0.0%
Value ($000) $5 Shares 13,037 Est. Cost $0.55 Unrealized -36.5%
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized