Willis Investment Counsel Diversified Active

Location: Gainesville, GA

CIK: 0001310929 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $1.831B (100.0% shares, 0.0% debt)

Holdings (123)

JNJ Johnson And Johnson 3.9%
Value $70.75M Shares 289,418 Est. Cost $111.17 Unrealized +105.0%
CSCO Cisco Systems Inc 3.5%
Value $64.71M Shares 834,057 Est. Cost $43.00 Unrealized +81.2%
LMT Lockheed Martin Corp 3.0%
Value $55.14M Shares 91,239 Est. Cost $357.41 Unrealized +68.1%
TXN Texas Instruments Inc 2.8%
Value $51.77M Shares 266,644 Est. Cost $124.12 Unrealized +66.2%
CB Chubb Ltd 2.7%
Value $50.13M Shares 153,791 Est. Cost $185.81 Unrealized +70.2%
PFE Pfizer Inc 2.6%
Value $48.24M Shares 1,717,937 Est. Cost $26.36 Unrealized -0.7%
MSFT Microsoft Corp 2.3%
Value $41.99M Shares 113,434 Est. Cost $172.64 Unrealized +151.7%
PAYX Paychex Inc 2.2%
Value $40.26M Shares 437,030 Est. Cost $89.15 Unrealized +14.4%
XOM Exxon Mobil Corp 2.1%
Value $38.98M Shares 229,781 Est. Cost $84.19 Unrealized +64.8%
ACN Accenture PLC 2.1%
Value $38.63M Shares 194,798 Est. Cost $274.37 Unrealized -7.7%
MRK Merck & Company, Inc 2.1%
Value $37.74M Shares 313,718 Est. Cost $71.35 Unrealized +60.2%
HSY Hershey Co 2.1%
Value $37.62M Shares 180,961 Est. Cost $175.36 Unrealized +16.7%
PEP Pepsico Inc 1.9%
Value $35.57M Shares 229,052 Est. Cost $129.37 Unrealized +19.6%
HD Home Depot Inc 1.9%
Value $35.35M Shares 107,483 Est. Cost $258.41 Unrealized +45.9%
CAT Caterpillar Inc Del 1.9%
Value $35.2M Shares 49,686 Est. Cost $176.81 Unrealized +287.1%
COP Conocophillips 1.9%
Value $33.98M Shares 257,433 Est. Cost $88.87 Unrealized +15.5%
MDT Medtronic Inc 1.9%
Value $33.97M Shares 392,048 Est. Cost $81.49 Unrealized +22.1%
AFL Aflac Inc 1.8%
Value $33.15M Shares 302,180 Est. Cost $43.49 Unrealized +155.7%
TSCO Tractor Supply Co 1.7%
Value $30.95M Shares 683,231 Est. Cost $50.01 Unrealized +5.4%
PG Procter & Gamble Co 1.7%
Value $30.3M Shares 209,767 Est. Cost $145.11 Unrealized +4.6%
ADP Automatic Data Proc 1.6%
Value $30.16M Shares 148,456 Est. Cost $215.88 Unrealized +11.6%
DGX Quest Diagnostics, Inc. 1.6%
Value $29.75M Shares 151,800 Est. Cost $111.70 Unrealized +70.6%
T AT&T Corp 1.6%
Value $29.44M Shares 1,015,610 Est. Cost $15.56 Unrealized +65.5%
SNY Sanofi-Aventis 1.6%
Value $29.1M Shares 604,000 Est. Cost $49.59 Unrealized
GNRC Generac 1.6%
Value $28.41M Shares 145,421 Est. Cost $141.36 Unrealized +29.5%
VZ Verizon Communications Com 1.5%
Value $28.09M Shares 559,500 Est. Cost $36.13 Unrealized +21.3%
AAPL Apple Computer 1.5%
Value $27.7M Shares 109,136 Est. Cost $149.29 Unrealized +76.0%
ETN Eaton Corp 1.5%
Value $27.57M Shares 77,073 Est. Cost $212.16 Unrealized +66.7%
AEP American Electric Power Co 1.5%
Value $26.68M Shares 203,538 Est. Cost $72.60 Unrealized +66.0%
MCD Mcdonalds Corp Com 1.4%
Value $26.35M Shares 84,785 Est. Cost $274.27 Unrealized +15.7%
VLO Valero Energy Corp 1.4%
Value $25.84M Shares 104,600 Est. Cost $86.79 Unrealized +119.0%
SHEL Shell 1.4%
Value $25.81M Shares 277,520 Est. Cost $56.55 Unrealized
DRI Darden Restaurants Inc 1.3%
Value $24.03M Shares 122,600 Est. Cost $154.94 Unrealized +33.9%
CLX Clorox Co Del Com 1.3%
Value $23.83M Shares 230,000 Est. Cost $154.75 Unrealized -26.1%
BHP BHP Billiton Ltd 1.3%
Value $22.91M Shares 315,009 Est. Cost $56.29 Unrealized
JPM JP Morgan Chase & Co 1.3%
Value $22.91M Shares 77,879 Est. Cost $145.46 Unrealized +114.1%
GD General Dynamics Corp 1.3%
Value $22.89M Shares 66,700 Est. Cost $201.00 Unrealized +76.4%
KEYS Keysight Technologies 1.2%
Value $22.87M Shares 80,993 Est. Cost $154.49 Unrealized +47.7%
DUK Duke Energy Corp New 1.1%
Value $20.99M Shares 160,282 Est. Cost $83.19 Unrealized +45.3%
CVX Chevron Corp 1.1%
Value $20.69M Shares 99,995 Est. Cost $114.73 Unrealized +49.8%
ABT Abbott Laboratories 1.1%
Value $20.47M Shares 199,349 Est. Cost $129.07 Unrealized -10.6%
MMM 3m Company 1.1%
Value $19.83M Shares 136,570 Est. Cost $100.07 Unrealized +63.8%
LOW Lowe's Companies Inc 1.1%
Value $19.71M Shares 83,418 Est. Cost $173.10 Unrealized +56.8%
DE Deere Co 1.1%
Value $19.32M Shares 34,300 Est. Cost $281.97 Unrealized +95.5%
EMR Emerson Elec Co 1.0%
Value $18.29M Shares 139,600 Est. Cost $81.94 Unrealized +81.2%
GWW W. W. Grainger, Inc. 1.0%
Value $18.21M Shares 16,696 Est. Cost $1017.02 Unrealized +7.6%
VBR Vanguard Small Cap Value ETF 1.0%
Value $18.21M Shares 83,829 Est. Cost $190.54 Unrealized
AXP American Express 0.9%
Value $17.31M Shares 57,236 Est. Cost $114.68 Unrealized +210.6%
LH Lab Corp Of Amer 0.9%
Value $17.21M Shares 64,490 Est. Cost $203.91 Unrealized +32.9%
ZTS Zoetis Inc 0.9%
Value $16.54M Shares 139,959 Est. Cost $150.50 Unrealized -16.3%
FTNT Fortinet, Inc 0.9%
Value $16.04M Shares 196,239 Est. Cost $65.95 Unrealized +21.3%
WM Waste Management Inc New 0.9%
Value $15.84M Shares 68,926 Est. Cost $212.55 Unrealized +6.4%
RSP Invesco Exchange Traded Fd Tr 0.8%
Value $15.49M Shares 80,705 Est. Cost $186.87 Unrealized
HUBB Hubbell, Inc 0.7%
Value $13.64M Shares 27,799 Est. Cost $428.68 Unrealized +15.5%
LLY Eli Lilly & Co 0.7%
Value $13.59M Shares 14,777 Est. Cost $768.11 Unrealized +36.3%
ADBE Adobe Systems Inc 0.7%
Value $13.18M Shares 54,239 Est. Cost $343.32 Unrealized -15.6%
MA Mastercard 0.7%
Value $12.48M Shares 24,985 Est. Cost $402.87 Unrealized +33.8%
NVDA Nvidia Corp 0.7%
Value $12.02M Shares 68,943 Est. Cost $101.14 Unrealized +84.5%
GOOGL Google Inc Class A 0.6%
Value $11.7M Shares 40,677 Est. Cost $123.86 Unrealized +161.0%
WAT Waters Corp 0.5%
Value $9.941M Shares 33,380 Est. Cost $298.31 Unrealized +23.1%
FDS Factset Resh Sys Inc 0.5%
Value $9.292M Shares 42,824 Est. Cost $331.41 Unrealized -25.4%
META Meta Platforms Inc 0.5%
Value $9.123M Shares 15,945 Est. Cost $730.39 Unrealized -10.2%
AMAT Applied Material Inc 0.5%
Value $9.04M Shares 26,449 Est. Cost $129.20 Unrealized +152.8%
UPS United Parcel Service 0.5%
Value $8.753M Shares 88,973 Est. Cost $123.11 Unrealized -10.8%
ROST Ross Stores Inc 0.5%
Value $8.289M Shares 38,264 Est. Cost $115.04 Unrealized +67.2%
SHW Sherwin-Williams Co 0.4%
Value $7.694M Shares 24,004 Est. Cost $350.41 Unrealized +1.4%
STRL Sterling Construction 0.4%
Value $6.611M Shares 16,233 Est. Cost $182.08 Unrealized +106.8%
SPGI S&P Global Inc COM 0.3%
Value $5.846M Shares 13,745 Est. Cost $485.25 Unrealized 0.0%
INTU Intuit Inc 0.3%
Value $5.562M Shares 12,864 Est. Cost $497.56 Unrealized 0.0%
MEDP Medpace Holdings, Inc 0.3%
Value $4.857M Shares 10,114 Est. Cost $238.00 Unrealized +127.9%
DCI Donaldson Co Inc 0.3%
Value $4.706M Shares 55,447 Est. Cost $72.17 Unrealized +41.2%
GIL Gildan Activewear Inc 0.3%
Value $4.604M Shares 82,739 Est. Cost $46.05 Unrealized +46.4%
FTDR Frontdoor Inc 0.2%
Value $4.186M Shares 79,188 Est. Cost $47.31 Unrealized +23.1%
LOGI Logitech International 0.2%
Value $4.11M Shares 45,101 Est. Cost $80.81 Unrealized +14.4%
LQDT Liquidity Svcs Inc 0.2%
Value $4.048M Shares 132,426 Est. Cost $23.60 Unrealized +33.7%
NRC National Research Corporation 0.2%
Value $3.814M Shares 224,638 Est. Cost $19.72 Unrealized -11.2%
MSM MSC Industrial 0.2%
Value $3.69M Shares 39,986 Est. Cost $86.27 Unrealized +3.0%
AOS AO Smith Corporation 0.2%
Value $3.161M Shares 47,930 Est. Cost $63.91 Unrealized +15.9%
UI Ubiquiti Inc. 0.2%
Value $3.104M Shares 3,928 Est. Cost $372.65 Unrealized +65.9%
QLYS Qualys, Inc. 0.2%
Value $3.025M Shares 34,437 Est. Cost $136.47 Unrealized -11.6%
JKHY Jack Henry & Associates 0.2%
Value $2.928M Shares 18,528 Est. Cost $165.34 Unrealized +6.1%
PAYC Paycom Software Inc 0.2%
Value $2.86M Shares 23,529 Est. Cost $184.49 Unrealized -25.2%
EVTC Evertec, Inc 0.1%
Value $2.681M Shares 95,000 Est. Cost $34.51 Unrealized -17.9%
TTC The Toro Company 0.1%
Value $2.565M Shares 27,455 Est. Cost $78.31 Unrealized +18.9%
LAMR Lamar Advertising Co 0.1%
Value $2.474M Shares 19,536 Est. Cost $123.73 Unrealized
VRSN Verisign Inc 0.1%
Value $2.234M Shares 8,995 Est. Cost $227.80 Unrealized +3.4%
ZBRA Zebra Technologies Corproation 0.1%
Value $2.113M Shares 10,107 Est. Cost $267.80 Unrealized -7.0%
AVY Avery Dennison Corp 0.1%
Value $1.815M Shares 10,512 Est. Cost $173.46 Unrealized +9.0%
HXL Hexcel Corp 0.1%
Value $1.711M Shares 21,136 Est. Cost $60.26 Unrealized +40.0%
JBTM JBT Marel Corp 0.1%
Value $1.505M Shares 11,767 Est. Cost $117.15 Unrealized +36.2%
DLB Dolby Laboratories, Inc CL A 0.1%
Value $1.237M Shares 20,604 Est. Cost $70.14 Unrealized -9.1%
ALGN Align Technology Inc 0.1%
Value $1.108M Shares 6,462 Est. Cost $145.44 Unrealized +20.1%
IJH iShares Core S&P MID-CAP ETF 0.1%
Value $1.092M Shares 16,164 Est. Cost $65.26 Unrealized
KO Coca Cola Company 0.1%
Value $966K Shares 12,708 Est. Cost $49.23 Unrealized +51.9%
TECH Bio-Techne Corp 0.0%
Value $904K Shares 17,302 Est. Cost $56.29 Unrealized +13.8%
PAR PAR Technology Corp 0.0%
Value $861K Shares 64,595 Est. Cost $39.71 Unrealized -28.7%
VO Vanguard Mid-Cap Etf 0.0%
Value $737K Shares 2,567 Est. Cost $204.47 Unrealized
VENU Venu Holding Corporation 0.0%
Value $724K Shares 218,633 Est. Cost $9.33 Unrealized -25.9%
VOO Vanguard S&P 500 ETF 0.0%
Value $701K Shares 1,173 Est. Cost $593.30 Unrealized
MXCT MaxCyte Inc Com 0.0%
Value $606K Shares 862,758 Est. Cost $2.69 Unrealized -61.5%
OEF IShares S&P 100 0.0%
Value $526K Shares 1,654 Est. Cost $179.44 Unrealized
QXO QXO, Inc 0.0%
Value $485K Shares 24,980 Est. Cost $26.17 Unrealized -7.7%
IBM Intl Business Machines Corp Ib 0.0%
Value $469K Shares 1,935 Est. Cost $151.21 Unrealized +87.8%
SO Southern Company 0.0%
Value $429K Shares 4,447 Est. Cost $67.88 Unrealized +31.9%
DTD Wisdomtree Total Div Fund 0.0%
Value $422K Shares 4,891 Est. Cost $77.42 Unrealized
VTI Vanguard Total Stock Market Et 0.0%
Value $415K Shares 1,293 Est. Cost $302.12 Unrealized
GLW Corning Inc 0.0%
Value $375K Shares 2,756 Est. Cost $64.97 Unrealized +71.9%
GOOG Google Inc 0.0%
Value $370K Shares 1,291 Est. Cost $169.07 Unrealized +91.4%
SUN Sunoco LP/Sunoco Fin Corp Com 0.0%
Value $317K Shares 4,883 Est. Cost $43.10 Unrealized
AMZN Amazon Inc 0.0%
Value $280K Shares 1,345 Est. Cost $228.79 Unrealized -0.9%
TG Tredegar Corp Virginia 0.0%
Value $278K Shares 35,000 Est. Cost $8.46 Unrealized 0.0%
IAU Ishares Gold Tr Ishares New 0.0%
Value $242K Shares 2,750 Est. Cost $72.77 Unrealized
IEFA Ishares Core MSCI EAFE ETF 0.0%
Value $238K Shares 2,634 Est. Cost $87.31 Unrealized
MU Micron Technology Inc 0.0%
Value $230K Shares 680 Est. Cost $387.04 Unrealized 0.0%
MCK Mckesson Corp 0.0%
Value $227K Shares 262 Est. Cost $703.03 Unrealized +24.5%
MUR Murphy Oil Corp 0.0%
Value $223K Shares 5,405 Est. Cost $31.76 Unrealized 0.0%
WFC Wells Fargo & Co New Del 0.0%
Value $223K Shares 2,800 Est. Cost $80.47 Unrealized +11.9%
IVW Ishares S&p 500 Growth Index F 0.0%
Value $218K Shares 1,929 Est. Cost $120.72 Unrealized
ABBV Abbvie Inc 0.0%
Value $210K Shares 964 Est. Cost $179.62 Unrealized +23.9%
SMMT Summit Therapeutics 0.0%
Value $190K Shares 10,000 Est. Cost $14.17 Unrealized +14.4%
FLO Flowers Foods, Inc 0.0%
Value $83,896 Shares 10,294 Est. Cost $14.66 Unrealized -26.1%
Mycelx Technologies Corp 0.0%
Value $6,079 Shares 10,360 Est. Cost $0.58 Unrealized
Puresafe Water Systems Inc 0.0%
Value $1 Shares 14,000 Est. Cost Unrealized