Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Willis Investment Counsel

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001310929-25-000003

Total Value
$1.49B
Positions
117
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (117)

#IssuerTicker / CUSIPSharesValue% of Filing
1Johnson And JohnsonJNJ332,091$55.1M3.70%
2Cisco Systems IncCSCO743,860$45.9M3.09%
3Chubb LtdCB147,945$44.7M3.00%
4Paychex IncPAYX284,798$43.9M2.96%
5Texas Instruments Inc882508104229,534$41.2M2.77%
6Microsoft CorpMSFT104,258$39.1M2.63%
7Lockheed Martin CorpLMT87,255$39.0M2.62%
8Pfizer IncPFE1,522,428$38.6M2.59%
9Accenture PLCACN115,526$36.0M2.42%
10Home Depot IncHD97,148$35.6M2.39%
11Medtronic IncMDT352,538$31.7M2.13%
12Verizon Communications ComVZ693,673$31.5M2.12%
13Aflac IncAFL274,330$30.5M2.05%
14Clorox Co Del ComCLX202,678$29.8M2.01%
15Pepsico IncPEP196,196$29.4M1.98%
16Hershey CoHSY162,666$27.8M1.87%
17AT&T CorpT-PC973,410$27.5M1.85%
18Procter & Gamble Co742718109157,290$26.8M1.80%
19Wal-Mart Stores IncWMT302,195$26.5M1.78%
20United Parcel ServiceUPS239,731$26.4M1.77%
21Exxon Mobil CorpXOM210,543$25.0M1.68%
22ShellRYDAF338,642$24.8M1.67%
23Tractor Supply CoTSCO445,597$24.6M1.65%
24Caterpillar Inc DelCAT73,778$24.3M1.64%
25ConocophillipsCOP222,705$23.4M1.57%
26Kimberly Clark CorpKMB164,440$23.4M1.57%
27Darden Restaurants IncDRI104,700$21.8M1.46%
28Apple ComputerAAPL97,411$21.6M1.46%
29Automatic Data ProcADP69,737$21.3M1.43%
30Kenvue Inc.KVUE888,147$21.3M1.43%
31Quest Diagnostics, Inc.DGX120,100$20.3M1.37%
32Mcdonalds Corp ComMCD64,800$20.2M1.36%
33BHP Billiton LtdBHPLF411,130$20.0M1.34%
34American Electric Power Co025537101178,900$19.5M1.31%
353m CompanyMMM122,127$17.9M1.21%
36Sanofi-AventisSNYNF320,600$17.8M1.20%
37Merck & Company, IncMRK187,682$16.8M1.13%
38Eaton CorpETN61,640$16.8M1.13%
39Price T Rowe Group IncTROW179,874$16.5M1.11%
40Duke Energy Corp NewDUKB132,232$16.1M1.08%
41Lowe's Companies Inc54866110768,471$16.0M1.07%
42Lab Corp Of AmerLH65,866$15.3M1.03%
43Applied Material Inc038222105104,712$15.2M1.02%
44JP Morgan Chase & CoVYLD59,520$14.6M0.98%
45Genuine Parts CoGPC121,731$14.5M0.98%
46American ExpressAXP53,694$14.4M0.97%
47Deere CoDE30,100$14.1M0.95%
48Emerson Elec CoEMR123,100$13.5M0.91%
49GeneracGNRC106,299$13.5M0.91%
50Fortinet, IncFTNT129,261$12.4M0.84%
51Valero Energy CorpVLO92,000$12.2M0.82%
52Target Corp ComTGT115,084$12.0M0.81%
53Chevron CorpCVX71,487$12.0M0.80%
54Waters Corp94184810331,854$11.7M0.79%
55General Dynamics CorpGD42,600$11.6M0.78%
56Nvidia CorpNVDA106,885$11.6M0.78%
57Keysight TechnologiesKEYS76,063$11.4M0.77%
58Reinsurance Group America75935160453,668$10.6M0.71%
59Zoetis IncZTS61,467$10.1M0.68%
60MastercardMA17,220$9.4M0.63%
61Google Inc Class AGOOG50,259$7.8M0.52%
62W. W. Grainger, Inc.3848021047,631$7.5M0.51%
63Factset Resh Sys Inc30307510516,486$7.5M0.50%
64MSC Industrial55353010691,659$7.1M0.48%
65Murphy Oil CorpMUR240,164$6.8M0.46%
66Intel CorpINTC299,058$6.8M0.46%
67Total Energies SETTE102,137$6.6M0.44%
68Ross Stores IncROST51,089$6.5M0.44%
69Adobe Systems IncADBE16,598$6.4M0.43%
70Vanguard Small Cap Value ETF92290861128,748$5.4M0.36%
71Mosaic CompanyMOS135,138$3.7M0.25%
72Advance Auto Parts IncAAP72,173$2.8M0.19%
73Invesco Exchange Traded Fd TrIVZ14,097$2.4M0.16%
74Medpace Holdings, IncMEDP7,848$2.4M0.16%
75Qualys, Inc.QLYS13,985$1.8M0.12%
76Logitech InternationalH5043023218,144$1.5M0.10%
77Evertec, IncEVTC38,022$1.4M0.09%
78Fortrea Hldgs IncFTRE184,307$1.4M0.09%
79Liquidity Svcs Inc53635B10743,268$1.3M0.09%
80Frontdoor IncFTDR32,601$1.3M0.08%
81Gildan Activewear IncGIL28,303$1.3M0.08%
82Donaldson Co IncDCI18,318$1.2M0.08%
83Verisign IncVRSN4,783$1.2M0.08%
84AO Smith CorporationAOS18,360$1.2M0.08%
85CSG Systems International, Inc12634910918,479$1.1M0.08%
86Paycom Software IncPAYC4,987$1.1M0.07%
87MaxCyte Inc ComMXCT380,471$1.0M0.07%
88Hexcel Corp42829110817,730$970,8950.07%
89PAR Technology CorpPAR15,104$926,4790.06%
90JBT Marel CorpJBTM7,447$910,0230.06%
91National Research Corporation63737220265,778$841,9580.06%
92Ubiquiti Inc.UI2,602$806,9840.05%
93Coca Cola CompanyKO11,007$788,3210.05%
94Jack Henry & Associates4262811013,700$675,6200.05%
95Sterling ConstructionSTRL5,869$664,4290.04%
96Vanguard Mid-Cap Etf9229086292,567$663,8780.04%
97The Toro CompanyTORO8,843$643,3280.04%
98Dolby Laboratories, Inc CL ADLB6,743$541,5300.04%
99Southern CompanySOMN5,367$493,4960.03%
100IShares S&P 1004642871011,781$482,3480.03%
101Wisdomtree Total Div FundWT5,241$403,2950.03%
102Intl Business Machines Corp IbINTR1,526$379,5700.03%
103Atkore International GroupATKR6,278$376,6170.03%
104Lamar Advertising CoLAMR2,985$339,6330.02%
105Venu Holding CorporationVENU32,306$298,8310.02%
106Sunoco LP/Sunoco Fin Corp ComSUN4,883$283,5070.02%
107National Beverage CorpFIZZ6,595$273,9560.02%
108Capital One Financial Corp14040H1051,500$268,9500.02%
109Abbvie IncABBV1,141$239,0620.02%
110Vanguard Total Stock Market Et922908769851$233,9300.02%
111iShares Russell 2000 Value ETF4642876301,400$211,3720.01%
112QXO, IncQXO-PB15,000$203,1000.01%
113Google IncGOOG1,291$201,6930.01%
114Flowers Foods, IncFLO10,294$195,6890.01%
115Summit TherapeuticsSMMT10,000$192,9000.01%
116Mycelx Technologies Corp62847T20210,360$3,4760.00%
117Puresafe Water Systems Inc74624H10314,000$10.00%