Fund Holdings — Willis Investment Counsel

Total Portfolio Value
$1.83B
Total Bought
$162.58M
Total Sold
$108.13M
Net Transaction
+$54.45M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
Johnson And Johnson(JNJ)360,134360,135+155,01066,7763.65%+11,766
Hubble, Inc(HUBB)026,048+26,048011,2090.61%+11,209
Meta Platforms Inc(META)1,06416,101+15,03778511,8240.65%+11,039
General Dynamics Corp(GD)48,30066,700+18,40014,08722,7451.24%+8,658
Sherwin-Williams Co(SHW)022,429+22,42907,7660.42%+7,766
Eli Lilly & Co(LLY)9,45619,770+10,3147,37115,0850.82%+7,713
Caterpillar Inc Del(CAT)79,60877,731-1,87730,90537,0892.03%+6,185
BHP Billiton Ltd456,616504,207+47,59121,95928,1101.54%+6,151
Lockheed Martin Corp(LMT)95,10399,778+4,67544,04649,8102.72%+5,764
Apple Computer(AAPL)109,645110,059+41422,49628,0241.53%+5,528
Merck & Company, Inc(MRK)263,182313,817+50,63520,83326,3391.44%+5,505
Invesco Exchange Traded Fd Tr
S&P500 EQL WGT
22,74249,918+27,1764,1339,4690.52%+5,336
Medtronic Inc(MDT)382,676401,868+19,19233,35838,2742.09%+4,916
JP Morgan Chase & Co(JPM)68,92077,979+9,05919,98124,5971.35%+4,616
Quest Diagnostics, Inc.(DGX)136,900151,800+14,90024,59128,9301.58%+4,339
Mcdonalds Corp Com(MCD)73,79184,785+10,99421,56025,7651.41%+4,206
Home Depot Inc(HD)105,558105,498-6038,70242,7472.34%+4,045
Accenture PLC
SHS CLASS A
142,054188,497+46,44342,45946,4832.54%+4,025
W. W. Grainger, Inc.(GWW)10,45715,582+5,12510,87814,8490.81%+3,971
Chevron Corp(CVX)81,287100,029+18,74211,63915,5340.85%+3,894
Valero Energy Corp(VLO)104,600104,600014,06017,8090.97%+3,749
Lowe's Companies Inc(LOW)78,04783,418+5,37117,31620,9641.15%+3,647
Hershey Co(HSY)178,445177,778-66729,61333,2531.82%+3,640
Google Inc Class A(GOOG)50,67850,386-2928,93112,2490.67%+3,318
Generac(GNRC)129,989129,584-40518,61621,6921.19%+3,077
Intel Corp(INTC)302,499292,697-9,8026,7769,8200.54%+3,044
Nvidia Corp(NVDA)104,853104,217-63616,56619,4451.06%+2,879
Tractor Supply Co(TSCO)643,645644,903+1,25833,96536,6762.01%+2,710
Medpace Holdings, Inc(MEDP)12,25012,484+2343,8456,4190.35%+2,574
Genuine Parts Co(GPC)138,731139,019+28816,82919,2681.05%+2,439
Microsoft Corp(MSFT)110,959110,824-13555,19257,4013.14%+2,209
Duke Energy Corp New(DUK)149,982160,282+10,30017,69819,8351.08%+2,137
Sanofi-Aventis(SNY)500,200556,700+56,50024,16526,2761.44%+2,112
Pepsico Inc(PEP)227,452227,429-2330,03331,9401.75%+1,907
Clorox Co Del Com(CLX)222,906232,400+9,49426,76428,6551.57%+1,891
American Electric Power Co202,900203,538+63821,05322,8981.25%+1,845
Pfizer Inc(PFE)1,718,6581,703,640-15,01841,66043,4092.37%+1,748
Wal-Mart Stores Inc(WMT)304,826305,526+70029,80631,4881.72%+1,682
Ross Stores Inc(ROST)69,31568,819-4968,84310,4870.57%+1,644
Fortinet, Inc(FTNT)130,448183,300+52,85213,79115,4120.84%+1,621
Aflac Inc(AFL)296,483294,140-2,34331,26732,8551.80%+1,588
Eaton Corp(ETN)76,84077,073+23327,43128,8451.58%+1,413
Conocophillips(COP)252,330251,300-1,03022,64423,7701.30%+1,126
Sterling Construction(STRL)10,67210,458-2142,4623,5520.19%+1,090
iShares Core S&P MID-CAP ETF016,164+16,16401,0550.06%+1,055
Exxon Mobil Corp227,789226,324-1,46524,55625,5181.40%+962
Darden Restaurants Inc(DRI)103,100122,600+19,50022,47323,3381.28%+865
Lamar Advertising Co(LAMR)5,73312,211+6,4786961,4950.08%+799
Vanguard Small Cap Value ETF54,35154,448+9710,59911,3640.62%+765
Keysight Technologies(KEYS)77,05476,276-77812,62613,3420.73%+716
Automatic Data Proc79,33785,656+6,31924,46825,1401.37%+673
Price T Rowe Group Inc(TROW)160,600157,500-3,10015,49816,1660.88%+668
Bio-Techne Corp(TECH)011,053+11,05306150.03%+615
Logitech International
SHS
30,94230,526-4162,7893,3480.18%+559
American Express(AXP)54,28853,817-47117,31717,8760.98%+559
MaxCyte Inc Com(MXCT)380,471862,758+482,2878291,3630.07%+534
Frontdoor Inc(FTDR)52,39453,533+1,1393,0883,6020.20%+514
Donaldson Co Inc(DCI)34,18435,152+9682,3712,8770.16%+507
Venu Holding Corporation037,500+37,50004800.03%+480
Cisco Systems Inc(CSCO)801,849819,263+17,41455,63256,0543.07%+422
Gildan Activewear Inc(GIL)53,15652,517-6392,6173,0350.17%+418
Procter & Gamble Co(PG)200,343210,444+10,10131,91932,3351.77%+416
Verizon Communications Com(VZ)562,678562,778+10024,34724,7341.35%+387
Kimberly Clark Corp(KMB)187,240197,140+9,90024,13924,5121.34%+373
Liquidity Svcs Inc(LQDT)81,52383,692+2,1691,9232,2960.13%+373
3m Company(MMM)134,234134,064-17020,43620,8041.14%+368
AO Smith Corporation(AOS)31,29232,058+7662,0522,3530.13%+302
Lab Corp Of Amer(LH)65,90661,178-4,72817,30117,5620.96%+261
Vanguard S&P 500 ETF389767+3782214700.03%+249
Wells Fargo & Co New Del(WFC)02,800+2,80002350.01%+235
Ishares S&p 500 Growth Index F01,929+1,92902330.01%+233
Ishares Core MSCI EAFE ETF
CORE MSCI EAFE
02,634+2,63402300.01%+230
Corning Inc(GLW)02,756+2,75602260.01%+226
Hexcel Corp(HXL)28,50629,165+6591,6101,8290.10%+218
Mckesson Corp(MCK)0262+26202020.01%+202
Ishares Gold Tr Ishares New(IAU)02,750+2,75002000.01%+200
The Toro Company(TORO)17,14517,653+5081,2121,3450.07%+133
Coca Cola Company(KO)11,00713,467+2,4607798930.05%+114
Mastercard(MA)23,49023,361-12913,20013,2880.73%+88
Google Inc(GOOG)1,2911,29102293140.02%+85
Abbvie Inc(ABBV)1,1411,189+482122750.02%+64
Intl Business Machines Corp Ib(IBM)1,6641,930+2664915450.03%+54
CSG Systems International, Inc35,34136,416+1,0752,3082,3440.13%+36
Vanguard Mid-Cap Etf2,5672,56707187540.04%+36
Wisdomtree Total Div Fund(WT)5,2415,24104174400.02%+23
Vanguard Total Stock Market Et851824-272592700.01%+12
JBT Marel Corp(JBTM)12,34610,640-1,7061,4851,4940.08%+10
IShares S&P 1001,7811,654-1275425510.03%+8
Southern Company(SO)4,5474,447-1004184210.02%+4
Dolby Laboratories, Inc CL A(DLB)12,80613,168+3629519530.05%+2
Mycelx Technologies Corp(MYX)10,36010,3600440.00%0
Sycamore Entmt Group Inc019,305+19,305000.00%0
Puresafe Water Systems Inc14,00014,0000000.00%0
Summit Therapeutics(SMMT)10,00010,00002132070.01%-6
Zebra Technologies Corproation(ZBRA)3,0703,134+649479310.05%-15
Sunoco LP/Sunoco Fin Corp Com(SUN)4,8834,88302622440.01%-17
Verisign Inc5,2835,391+1081,5261,5070.08%-19
Avery Dennison Corp2,8022,858+564924630.03%-28
Capital One Financial Corp(COF)1,5001,361-1393192890.02%-30
Flowers Foods, Inc(FLO)10,29410,29401641340.01%-30
Page 1 of 2
Willis Investment Counsel — 13F Holdings — Q3 2025 | TickerTrail