Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Willis Investment Counsel (CIK 1310929) reported $1.83B across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($70.7M, 3.86%), CSCO ($64.7M, 3.53%), LMT ($55.1M, 3.01%), TXN ($51.8M, 2.83%), CB ($50.1M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson And Johnson | $70.7M | 3.86% | 289,418 | Trimmed |
| 2 | CSCO | Cisco Systems Inc | $64.7M | 3.53% | 834,057 | Added |
| 3 | LMT | Lockheed Martin Corp | $55.1M | 3.01% | 91,239 | Trimmed |
| 4 | TXN | Texas Instruments Inc | $51.8M | 2.83% | 266,644 | Added |
| 5 | CB | Chubb Ltd | $50.1M | 2.74% | 153,791 | Added |
| 6 | PFE | Pfizer Inc | $48.2M | 2.63% | 1.7M | Added |
| 7 | MSFT | Microsoft Corp | $42.0M | 2.29% | 113,434 | Added |
| 8 | PAYX | Paychex Inc | $40.3M | 2.20% | 437,030 | Added |
| 9 | XOM | Exxon Mobil Corp | $39.0M | 2.13% | 229,781 | Added |
| 10 | ACN | Accenture PLC | $38.6M | 2.11% | 194,798 | Added |
| 11 | MRK | Merck & Company, Inc | $37.7M | 2.06% | 313,718 | Hold |
| 12 | HSY | Hershey Co | $37.6M | 2.05% | 180,961 | Added |
| 13 | PEP | Pepsico Inc | $35.6M | 1.94% | 229,052 | Added |
| 14 | HD | Home Depot Inc | $35.4M | 1.93% | 107,483 | Added |
| 15 | CAT | Caterpillar Inc Del | $35.2M | 1.92% | 49,686 | Trimmed |
| 16 | MDT | Medtronic Inc | $34.0M | 1.86% | 392,048 | Trimmed |
| 17 | COP | Conocophillips | $34.0M | 1.86% | 257,433 | Added |
| 18 | AFL | Aflac Inc | $33.2M | 1.81% | 302,180 | Added |
| 19 | TSCO | Tractor Supply Co | $31.0M | 1.69% | 683,231 | Added |
| 20 | ADP | Automatic Data Proc | $30.2M | 1.65% | 148,456 | Added |
| 21 | PG | Procter & Gamble Co | $30.3M | 1.65% | 209,767 | Trimmed |
| 22 | DGX | Quest Diagnostics, Inc. | $29.7M | 1.62% | 151,800 | Hold |
| 23 | T | AT&T Corp | $29.4M | 1.61% | 1.0M | Hold |
| 24 | SNY | Sanofi-Aventis | $29.1M | 1.59% | 604,000 | Hold |
| 25 | GNRC | Generac | $28.4M | 1.55% | 145,421 | Added |
Source: SEC Form 13F filings · as of 2026-03-31