Willis Investment Counsel Diversified Active

Location: Gainesville, GA

CIK: 0001310929 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 22, 2026

Total Value: $1.935B (100.0% shares, 0.0% debt)

Holdings (130)

JNJ Johnson And Johnson 3.9%
Value $75.62M Shares 365,399 Est. Cost $111.17 Unrealized +77.2%
CSCO Cisco Systems Inc 3.3%
Value $64.17M Shares 833,033 Est. Cost $43.00 Unrealized +71.6%
MSFT Microsoft Corp 2.8%
Value $54.68M Shares 113,070 Est. Cost $172.64 Unrealized +190.0%
ACN Accenture PLC 2.7%
Value $51.99M Shares 193,768 Est. Cost $274.37 Unrealized -7.4%
CB Chubb Ltd 2.5%
Value $47.89M Shares 153,421 Est. Cost $185.81 Unrealized +57.4%
TXN Texas Instruments Inc 2.4%
Value $46.13M Shares 265,891 Est. Cost $124.12 Unrealized +37.5%
CAT Caterpillar Inc Del 2.4%
Value $45.77M Shares 79,891 Est. Cost $176.81 Unrealized +214.2%
LMT Lockheed Martin Corp 2.4%
Value $45.59M Shares 94,257 Est. Cost $357.41 Unrealized +33.2%
PFE Pfizer Inc 2.2%
Value $42.67M Shares 1,713,464 Est. Cost $26.36 Unrealized -5.0%
MDT Medtronic Inc 2.0%
Value $38.16M Shares 397,253 Est. Cost $81.49 Unrealized +19.2%
HD Home Depot Inc 1.9%
Value $36.9M Shares 107,250 Est. Cost $258.41 Unrealized +41.1%
PAYX Paychex Inc 1.9%
Value $36.65M Shares 326,672 Est. Cost $84.81 Unrealized +37.4%
WMT Wal-Mart Stores Inc 1.8%
Value $34.04M Shares 305,526 Est. Cost $52.14 Unrealized +105.6%
TSCO Tractor Supply Co 1.8%
Value $33.89M Shares 677,691 Est. Cost $50.01 Unrealized +7.4%
AFL Aflac Inc 1.7%
Value $33.2M Shares 301,094 Est. Cost $43.49 Unrealized +152.6%
MRK Merck & Company, Inc 1.7%
Value $33.02M Shares 313,718 Est. Cost $71.35 Unrealized +30.7%
HSY Hershey Co 1.7%
Value $32.86M Shares 180,544 Est. Cost $175.36 Unrealized +3.8%
PEP Pepsico Inc 1.7%
Value $32.82M Shares 228,650 Est. Cost $129.37 Unrealized +12.8%
PG Procter & Gamble Co 1.6%
Value $30.1M Shares 210,020 Est. Cost $145.11 Unrealized +1.4%
AAPL Apple Computer 1.5%
Value $29.79M Shares 109,586 Est. Cost $149.29 Unrealized +79.7%
SNY Sanofi-Aventis 1.5%
Value $29.27M Shares 604,000 Est. Cost $49.59 Unrealized
BHP BHP Billiton Ltd 1.5%
Value $28.67M Shares 474,843 Est. Cost $56.29 Unrealized
XOM Exxon Mobil Corp 1.4%
Value $27.61M Shares 229,423 Est. Cost $84.19 Unrealized +37.2%
DGX Quest Diagnostics, Inc. 1.4%
Value $26.34M Shares 151,800 Est. Cost $111.70 Unrealized +63.0%
MCD Mcdonalds Corp Com 1.3%
Value $25.91M Shares 84,785 Est. Cost $274.27 Unrealized +11.2%
T AT&T Corp 1.3%
Value $25.23M Shares 1,015,610 Est. Cost $15.56 Unrealized +62.5%
JPM JP Morgan Chase & Co 1.3%
Value $25.09M Shares 77,879 Est. Cost $145.46 Unrealized +112.8%
ABT Abbott Laboratories 1.3%
Value $24.98M Shares 199,349 Est. Cost $129.07 Unrealized -1.4%
ETN Eaton Corp 1.3%
Value $24.55M Shares 77,073 Est. Cost $212.16 Unrealized +67.0%
COP Conocophillips 1.2%
Value $24.04M Shares 256,761 Est. Cost $88.87 Unrealized +1.3%
AEP American Electric Power Co 1.2%
Value $23.47M Shares 203,538 Est. Cost $72.60 Unrealized +62.1%
DRI Darden Restaurants Inc 1.2%
Value $22.56M Shares 122,600 Est. Cost $154.94 Unrealized +17.5%
LLY Eli Lilly & Co 1.2%
Value $22.49M Shares 20,926 Est. Cost $768.11 Unrealized +24.4%
GD General Dynamics Corp 1.2%
Value $22.46M Shares 66,700 Est. Cost $201.00 Unrealized +69.6%
VZ Verizon Communications Com 1.2%
Value $22.38M Shares 549,500 Est. Cost $35.99 Unrealized +12.5%
ADP Automatic Data Proc 1.1%
Value $22.03M Shares 85,656 Est. Cost $197.59 Unrealized +34.0%
MMM 3m Company 1.1%
Value $21.8M Shares 136,141 Est. Cost $100.07 Unrealized +63.1%
AXP American Express 1.1%
Value $20.97M Shares 56,680 Est. Cost $114.68 Unrealized +211.3%
UPS United Parcel Service 1.1%
Value $20.87M Shares 210,373 Est. Cost $123.11 Unrealized -24.7%
CLX Clorox Co Del Com 1.1%
Value $20.63M Shares 204,600 Est. Cost $159.75 Unrealized -32.2%
SHEL Shell 1.1%
Value $20.33M Shares 276,722 Est. Cost $56.55 Unrealized
NVDA Nvidia Corp 1.0%
Value $20.3M Shares 108,863 Est. Cost $101.14 Unrealized +84.0%
LOW Lowe's Companies Inc 1.0%
Value $20.12M Shares 83,418 Est. Cost $173.10 Unrealized +38.5%
KMB Kimberly Clark Corp 1.0%
Value $19.88M Shares 197,015 Est. Cost $120.15 Unrealized -9.8%
GNRC Generac 1.0%
Value $19.52M Shares 143,137 Est. Cost $140.69 Unrealized +14.7%
DUK Duke Energy Corp New 1.0%
Value $18.79M Shares 160,282 Est. Cost $83.19 Unrealized +46.1%
EMR Emerson Elec Co 1.0%
Value $18.53M Shares 139,600 Est. Cost $81.94 Unrealized +61.5%
GPC Genuine Parts Co 0.9%
Value $17.09M Shares 139,019 Est. Cost $87.26 Unrealized +47.5%
VLO Valero Energy Corp 0.9%
Value $17.03M Shares 104,600 Est. Cost $86.79 Unrealized +94.5%
VBR Vanguard Small Cap Value ETF 0.9%
Value $16.69M Shares 78,792 Est. Cost $188.83 Unrealized
GWW W. W. Grainger, Inc. 0.9%
Value $16.66M Shares 16,507 Est. Cost $1016.13 Unrealized -4.6%
GOOGL Google Inc Class A 0.8%
Value $16.39M Shares 52,358 Est. Cost $123.86 Unrealized +130.6%
KEYS Keysight Technologies 0.8%
Value $16.38M Shares 80,609 Est. Cost $154.49 Unrealized +20.1%
LH Lab Corp Of Amer 0.8%
Value $16.31M Shares 64,996 Est. Cost $203.91 Unrealized +30.0%
DE Deere Co 0.8%
Value $15.97M Shares 34,300 Est. Cost $281.97 Unrealized +65.9%
AMAT Applied Material Inc 0.8%
Value $15.92M Shares 61,934 Est. Cost $129.20 Unrealized +85.4%
TROW Price T Rowe Group Inc 0.8%
Value $15.83M Shares 154,600 Est. Cost $101.44 Unrealized +0.7%
FTNT Fortinet, Inc 0.8%
Value $15.41M Shares 194,113 Est. Cost $65.80 Unrealized +26.0%
CVX Chevron Corp 0.8%
Value $15.24M Shares 99,995 Est. Cost $114.73 Unrealized +32.0%
WM Waste Management Inc New 0.8%
Value $15.16M Shares 69,021 Est. Cost $212.55 Unrealized 0.0%
ADBE Adobe Systems Inc 0.7%
Value $14.25M Shares 40,715 Est. Cost $361.08 Unrealized -5.8%
MA Mastercard 0.7%
Value $14.11M Shares 24,711 Est. Cost $401.36 Unrealized +39.3%
ZTS Zoetis Inc 0.7%
Value $13.11M Shares 104,216 Est. Cost $158.90 Unrealized -18.0%
ROST Ross Stores Inc 0.7%
Value $13.06M Shares 72,482 Est. Cost $115.04 Unrealized +44.8%
WAT Waters Corp 0.7%
Value $12.59M Shares 33,144 Est. Cost $298.31 Unrealized +23.3%
RSP Invesco Exchange Traded Fd Tr 0.6%
Value $12.55M Shares 65,513 Est. Cost $185.70 Unrealized
HUBB Hubbell, Inc 0.6%
Value $12.23M Shares 27,527 Est. Cost $428.68 Unrealized +2.0%
RGA Reinsurance Group America 0.6%
Value $11.46M Shares 56,330 Est. Cost $129.52 Unrealized +49.3%
META Meta Platforms Inc 0.6%
Value $11.38M Shares 17,244 Est. Cost $730.39 Unrealized -8.6%
KVUE Kenvue Inc. 0.6%
Value $11.31M Shares 655,600 Est. Cost $19.61 Unrealized -17.1%
INTC Intel Corp 0.6%
Value $11.23M Shares 304,384 Est. Cost $39.97 Unrealized -5.5%
TGT Target Corp Com 0.6%
Value $11.22M Shares 114,800 Est. Cost $136.73 Unrealized -33.0%
SHW Sherwin-Williams Co 0.4%
Value $7.706M Shares 23,783 Est. Cost $350.41 Unrealized -4.6%
FDS Factset Resh Sys Inc 0.3%
Value $6.675M Shares 23,002 Est. Cost $404.05 Unrealized -30.7%
MEDP Medpace Holdings, Inc 0.3%
Value $5.386M Shares 9,590 Est. Cost $221.37 Unrealized +156.4%
GIL Gildan Activewear Inc 0.3%
Value $4.87M Shares 77,968 Est. Cost $44.74 Unrealized +32.9%
STRL Sterling Construction 0.2%
Value $4.712M Shares 15,388 Est. Cost $171.41 Unrealized +101.0%
DCI Donaldson Co Inc 0.2%
Value $4.664M Shares 52,611 Est. Cost $70.56 Unrealized +22.5%
FTDR Frontdoor Inc 0.2%
Value $4.34M Shares 75,237 Est. Cost $46.74 Unrealized +25.8%
QLYS Qualys, Inc. 0.2%
Value $4.336M Shares 32,624 Est. Cost $137.35 Unrealized +0.2%
LOGI Logitech International 0.2%
Value $4.284M Shares 42,747 Est. Cost $80.17 Unrealized +40.2%
CSGS CSG Systems International, Inc 0.2%
Value $4.149M Shares 54,097 Est. Cost $61.72 Unrealized +19.1%
LQDT Liquidity Svcs Inc 0.2%
Value $3.785M Shares 124,869 Est. Cost $23.12 Unrealized +16.2%
PAYC Paycom Software Inc 0.2%
Value $3.522M Shares 22,100 Est. Cost $187.50 Unrealized -5.6%
NRC National Research Corporation 0.2%
Value $3.439M Shares 183,226 Est. Cost $20.22 Unrealized -25.4%
JKHY Jack Henry & Associates 0.2%
Value $3.214M Shares 17,611 Est. Cost $164.82 Unrealized +0.9%
MSM MSC Industrial 0.2%
Value $3.185M Shares 37,870 Est. Cost $86.13 Unrealized +0.6%
HXL Hexcel Corp 0.2%
Value $3.062M Shares 41,437 Est. Cost $60.26 Unrealized +17.3%
AOS AO Smith Corporation 0.2%
Value $3.044M Shares 45,511 Est. Cost $63.37 Unrealized +6.4%
EVTC Evertec, Inc 0.1%
Value $2.631M Shares 90,430 Est. Cost $34.83 Unrealized -14.7%
ATKR Atkore International Group 0.1%
Value $2.489M Shares 39,351 Est. Cost $63.84 Unrealized +1.3%
PAR PAR Technology Corp 0.1%
Value $2.344M Shares 64,595 Est. Cost $39.71 Unrealized -9.1%
LAMR Lamar Advertising Co 0.1%
Value $2.33M Shares 18,405 Est. Cost $123.55 Unrealized
ZBRA Zebra Technologies Corproation 0.1%
Value $2.295M Shares 9,453 Est. Cost $269.10 Unrealized -0.6%
VRSN Verisign Inc 0.1%
Value $2.063M Shares 8,493 Est. Cost $227.35 Unrealized +10.3%
TTC The Toro Company 0.1%
Value $2.039M Shares 25,896 Est. Cost $77.42 Unrealized -4.5%
UI Ubiquiti Inc. 0.1%
Value $2.019M Shares 3,648 Est. Cost $353.81 Unrealized +78.8%
AVY Avery Dennison Corp 0.1%
Value $1.793M Shares 9,856 Est. Cost $172.41 Unrealized -0.1%
JBTM JBT Marel Corp 0.1%
Value $1.627M Shares 10,796 Est. Cost $113.33 Unrealized +24.4%
MXCT MaxCyte Inc Com 0.1%
Value $1.337M Shares 862,758 Est. Cost $2.69 Unrealized -40.6%
PZZA Papa John's International Inc 0.1%
Value $1.336M Shares 34,700 Est. Cost $43.32 Unrealized 0.0%
DLB Dolby Laboratories, Inc CL A 0.1%
Value $1.242M Shares 19,343 Est. Cost $70.56 Unrealized -5.7%
IJH iShares Core S&P MID-CAP ETF 0.1%
Value $1.067M Shares 16,164 Est. Cost $65.26 Unrealized
TECH Bio-Techne Corp 0.0%
Value $953K Shares 16,209 Est. Cost $55.76 Unrealized +8.9%
ALGN Align Technology Inc 0.0%
Value $940K Shares 6,023 Est. Cost $143.30 Unrealized 0.0%
KO Coca Cola Company 0.0%
Value $888K Shares 12,708 Est. Cost $49.23 Unrealized +41.0%
VENU Venu Holding Corporation 0.0%
Value $884K Shares 104,998 Est. Cost $11.94 Unrealized -7.1%
VO Vanguard Mid-Cap Etf 0.0%
Value $745K Shares 2,567 Est. Cost $204.47 Unrealized
IBM Intl Business Machines Corp Ib 0.0%
Value $572K Shares 1,932 Est. Cost $151.21 Unrealized +97.6%
OEF IShares S&P 100 0.0%
Value $567K Shares 1,654 Est. Cost $179.44 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value $500K Shares 797 Est. Cost $591.29 Unrealized
VTI Vanguard Total Stock Market Et 0.0%
Value $434K Shares 1,293 Est. Cost $302.12 Unrealized
DTD Wisdomtree Total Div Fund 0.0%
Value $430K Shares 5,066 Est. Cost $77.42 Unrealized
GOOG Google Inc 0.0%
Value $405K Shares 1,291 Est. Cost $169.07 Unrealized +69.4%
SO Southern Company 0.0%
Value $388K Shares 4,447 Est. Cost $67.88 Unrealized +33.9%
QXO QXO, Inc 0.0%
Value $386K Shares 20,000 Est. Cost $26.67 Unrealized -28.1%
COF Capital One Financial Corp 0.0%
Value $312K Shares 1,286 Est. Cost $139.87 Unrealized +58.9%
AMZN Amazon Inc 0.0%
Value $310K Shares 1,345 Est. Cost $228.79 Unrealized 0.0%
WFC Wells Fargo & Co New Del 0.0%
Value $261K Shares 2,800 Est. Cost $80.47 Unrealized +7.7%
SUN Sunoco LP/Sunoco Fin Corp Com 0.0%
Value $256K Shares 4,883 Est. Cost $43.10 Unrealized
ABBV Abbvie Inc 0.0%
Value $243K Shares 1,064 Est. Cost $179.62 Unrealized +26.7%
GLW Corning Inc 0.0%
Value $241K Shares 2,756 Est. Cost $64.97 Unrealized +32.3%
IVW Ishares S&p 500 Growth Index F 0.0%
Value $238K Shares 1,929 Est. Cost $120.72 Unrealized
IEFA Ishares Core MSCI EAFE ETF 0.0%
Value $236K Shares 2,634 Est. Cost $87.31 Unrealized
IAU Ishares Gold Tr Ishares New 0.0%
Value $223K Shares 2,750 Est. Cost $72.77 Unrealized
MCK Mckesson Corp 0.0%
Value $215K Shares 262 Est. Cost $703.03 Unrealized +16.0%
SMMT Summit Therapeutics 0.0%
Value $182K Shares 10,390 Est. Cost $14.17 Unrealized +32.8%
FLO Flowers Foods, Inc 0.0%
Value $112K Shares 10,294 Est. Cost $14.66 Unrealized -22.0%
Mycelx Technologies Corp 0.0%
Value $3,762 Shares 10,360 Est. Cost $0.58 Unrealized
Puresafe Water Systems Inc 0.0%
Value $1 Shares 14,000 Est. Cost Unrealized