Fund HoldingsWillis Investment Counsel

Total Portfolio Value
$1.32B
Total Bought
$39.84M
Total Sold
$233.03M
Net Transaction
-$193.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Factset Resh Sys Inc(FDS)28,90051,200+22,30011,57922,3881.69%+10,809
Kenvue Inc.(KVUE)0297,559+297,55905,9750.45%+5,975
Fortrea Hldgs Inc(FTRE)0180,853+180,85305,1710.39%+5,171
Automatic Data Proc53,30269,582+16,28011,71516,7401.27%+5,025
Darden Restaurants Inc(DRI)45,40681,006+35,6007,58611,6020.88%+4,015
Chubb Ltd
COM
159,373155,480-3,89330,68932,3682.45%+1,679
Lockheed Martin Corp(LMT)75,60388,915+13,31234,80636,3632.75%+1,557
Valero Energy Corp(VLO)59,11759,11706,9348,3770.63%+1,443
Chevron Corp(CVX)71,57171,871+30011,26212,1190.92%+857
Total Energies SE(TTE)102,943102,94305,9346,7700.51%+836
Eaton Corp(ETN)55,24155,241011,10911,7820.89%+673
Paychex Inc(PAYX)316,143310,470-5,67335,36735,8072.71%+440
Waters Corp(WAT)30,04430,799+7558,0088,4450.64%+437
General Dynamics Corp(GD)53,90353,903011,59711,9110.90%+314
The Toro Company03,493+3,49302900.02%+290
Keysight Technologies(KEYS)30,45840,482+10,0245,1005,3560.41%+256
Qualys, Inc.(QLYS)10,50410,309-1951,3571,5730.12%+216
Conocophillips(COP)253,970220,942-33,02826,31426,4692.00%+155
Logitech International
SHS
15,60813,980-1,6289279640.07%+37
Sunoco LP/Sunoco Fin Corp Com(SUN)04,883+4,88302390.02%+239
Berkshire Hathaway CL A1105185310.04%+14
Intl Business Machines Corp Ib(IBM)01,613+1,61302260.02%+226
US Bancorp (new)(USB)424,300424,300014,01914,0271.06%+8
Mycelx Technologies Corp010,360+10,360080.00%+8
Puresafe Water Systems Inc014,000+14,000000.00%0
Cytodyn Inc013,037+13,037020.00%+2
Wisdomtree Total Div Fund(WT)05,781+5,78103480.03%+348
IShares S&P 1001,8481,84803833710.03%-12
Southern Company(SO)03,757+3,75702430.02%+243
Vanguard Mid-Cap Etf2,2762,27605014740.04%-27
Coca Cola Company(KO)10,13210,13206105670.04%-43
Liquidity Svcs Inc(LQDT)30,63026,228-4,4025054620.03%-43
JP Morgan Chase & Co(JPM)107,180107,180015,58815,5431.18%-45
National Beverage Corp(FIZZ)05,589+5,58902630.02%+263
Sanofi-Aventis(SNY)236,300236,300012,73712,6750.96%-61
Verisign Inc01,046+1,04602120.02%+212
Jack Henry & Associates(JKHY)3,0992,798-3015194230.03%-96
Flowers Foods, Inc(FLO)010,294+10,29402280.02%+228
Evertec, Inc(EVTC)38,07534,131-3,9441,4021,2690.10%-133
Medpace Holdings, Inc(MEDP)10,1489,511-6372,4372,3030.17%-134
Atkore International Group5,5854,778-8078717130.05%-158
Duke Energy Corp New(DUK)111,460111,460010,0029,8370.74%-165
National Research Corporation33,63328,999-4,6341,4631,2870.10%-177
John Bean Technologies Corpora(JBTM)6,7676,118-6498216430.05%-178
Invesco QQQ1,037573-4643832050.02%-178
CSG Systems International, Inc18,74215,761-2,9819888060.06%-183
Organon & Co Com(OGN)18,39011,041-7,3493831920.01%-191
Sterling Construction(STRL)22,40214,061-8,3411,2501,0330.08%-217
Donaldson Co Inc(DCI)19,28716,320-2,9671,2069730.07%-232
Frontdoor Inc(FTDR)47,76641,920-5,8461,5241,2820.10%-241
Gildan Activewear Inc(GIL)37,67532,135-5,5401,2159000.07%-315
Truist Financial Corp(TFC)218,866218,646-2206,6436,2550.47%-387
BHP Billiton Ltd454,656467,276+12,62027,12926,5792.01%-551
Vanguard Small Cap Value ETF25,89821,873-4,0254,2843,4890.26%-795
Waste Management Inc New(WM)43,65143,65107,5706,6540.50%-916
AT&T Corp(T)998,710998,410-30015,92914,9961.14%-933
Murphy Oil Corp(MUR)319,275243,490-75,78512,22811,0420.84%-1,186
AO Smith Corporation(AOS)166,727165,493-1,23412,13410,9440.83%-1,190
Intel Corp(INTC)915,129825,200-89,92930,60229,3362.22%-1,266
Exxon Mobil Corp236,842205,034-31,80825,40124,1081.83%-1,293
Aflac Inc(AFL)433,306376,666-56,64030,24528,9092.19%-1,336
Lowe's Companies Inc(LOW)75,17475,174016,96715,6241.18%-1,343
American Electric Power Co156,213156,213013,15311,7500.89%-1,403
3m Company(MMM)104,99296,586-8,40610,5099,0420.68%-1,466
MSC Industrial(MSM)78,23960,965-17,2747,4555,9840.45%-1,471
Mosaic Company(MOS)185,907140,932-44,9756,5075,0170.38%-1,490
Shell(SHEL)424,838375,299-49,53925,65224,1621.83%-1,490
Ross Stores Inc(ROST)65,57049,773-15,7977,3525,6220.43%-1,731
Home Depot Inc(HD)100,31997,151-3,16831,16329,3552.22%-1,808
United Parcel Service(UPS)79,51879,518014,25412,3940.94%-1,859
Nvidia Corp(NVDA)17,15412,315-4,8397,2565,3570.41%-1,900
Kimberly Clark Corp(KMB)112,330112,330015,50813,5751.03%-1,933
Mastercard(MA)21,47216,333-5,1398,4456,4660.49%-1,979
Pfizer Inc(PFE)1,022,9341,070,451+47,51737,52135,5072.69%-2,014
Generac(GNRC)38,35830,961-7,3975,7203,3740.26%-2,347
Procter & Gamble Co(PG)101,43588,635-12,80015,39212,9280.98%-2,463
Advance Auto Parts Inc(AAP)90,95569,115-21,8406,3943,8660.29%-2,529
Wiley John & Sons Cl A(WLY)74,3970-74,3972,5320-2,532
Quest Diagnostics, Inc.(DGX)136,800136,800019,22916,6701.26%-2,558
Apple Computer(AAPL)114,533114,533022,21619,6091.48%-2,607
Merck & Company, Inc(MRK)231,645231,745+10026,73023,8581.81%-2,871
Price T Rowe Group Inc(TROW)233,553221,228-12,32526,16323,2001.76%-2,962
Genuine Parts Co(GPC)121,843121,843020,61917,5921.33%-3,028
Google Inc Class A(GOOG)148,837112,248-36,58917,81614,6891.11%-3,127
Dolby Laboratories, Inc CL A(DLB)119,49685,864-33,6329,9996,8060.52%-3,194
Cisco Systems Inc(CSCO)982,719883,884-98,83550,84647,5183.60%-3,328
Reinsurance Group America(RGA)118,75289,113-29,63916,47012,9380.98%-3,531
Applied Material Inc165,236146,514-18,72223,88320,2851.54%-3,598
Globe Life Inc133,61199,833-33,77814,64610,8550.82%-3,792
Allstate Corp(ALL)136,40099,400-37,00014,87311,0740.84%-3,799
Deere Co(DE)38,11730,117-8,00015,44511,3660.86%-4,079
Pepsico Inc(PEP)113,02597,924-15,10120,93416,5921.26%-4,342
Target Corp Com(TGT)109,00788,484-20,52314,3789,7840.74%-4,594
Fortinet, Inc(FTNT)164,599124,249-40,35012,4427,2910.55%-5,151
Tractor Supply Co(TSCO)116,722101,301-15,42125,80720,5691.56%-5,238
Ralph Lauren Corp(RL)94,71955,024-39,69511,6796,3880.48%-5,291
APA Corporation(APA)156,3550-156,3555,3430-5,343
Verizon Communications Com(VZ)738,527675,360-63,16727,46621,8881.66%-5,577
American Express(AXP)90,22367,398-22,82515,71710,0550.76%-5,662
Emerson Elec Co(EMR)194,700123,300-71,40017,59911,9070.90%-5,692
Page 1 of 1