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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 Q3 2025 · Filed November 5, 2025 · Accession 0001310929-25-000006

Total Value
$1.83B
Positions
127
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (127)

#IssuerTicker / CUSIPSharesValue% of Filing
1Johnson And JohnsonJNJ360,135$66.8M3.65%
2Microsoft CorpMSFT110,824$57.4M3.14%
3Cisco Systems IncCSCO819,263$56.1M3.07%
4Lockheed Martin CorpLMT99,778$49.8M2.72%
5Texas Instruments Inc882508104261,625$48.1M2.63%
6Accenture PLCACN188,497$46.5M2.54%
7Pfizer IncPFE1,703,640$43.4M2.37%
8Home Depot IncHD105,498$42.7M2.34%
9Chubb LtdCB150,475$42.5M2.32%
10Paychex IncPAYX321,133$40.7M2.23%
11Medtronic IncMDT401,868$38.3M2.09%
12Caterpillar Inc DelCAT77,731$37.1M2.03%
13Tractor Supply CoTSCO644,903$36.7M2.01%
14Hershey CoHSY177,778$33.3M1.82%
15Aflac IncAFL294,140$32.9M1.80%
16Procter & Gamble Co742718109210,444$32.3M1.77%
17Pepsico IncPEP227,429$31.9M1.75%
18Wal-Mart Stores IncWMT305,526$31.5M1.72%
19Quest Diagnostics, Inc.DGX151,800$28.9M1.58%
20Eaton CorpETN77,073$28.8M1.58%
21AT&T CorpT-PC1,015,619$28.7M1.57%
22Clorox Co Del ComCLX232,400$28.7M1.57%
23BHP Billiton LtdBHPLF504,207$28.1M1.54%
24Apple ComputerAAPL110,059$28.0M1.53%
25Merck & Company, IncMRK313,817$26.3M1.44%
26Sanofi-AventisSNYNF556,700$26.3M1.44%
27Mcdonalds Corp ComMCD84,785$25.8M1.41%
28Exxon Mobil CorpXOM226,324$25.5M1.40%
29Automatic Data ProcADP85,656$25.1M1.37%
30Verizon Communications ComVZ562,778$24.7M1.35%
31JP Morgan Chase & CoVYLD77,979$24.6M1.35%
32Kimberly Clark CorpKMB197,140$24.5M1.34%
33ConocophillipsCOP251,300$23.8M1.30%
34Darden Restaurants IncDRI122,600$23.3M1.28%
35American Electric Power Co025537101203,538$22.9M1.25%
36General Dynamics CorpGD66,700$22.7M1.24%
37GeneracGNRC129,584$21.7M1.19%
38Lowe's Companies Inc54866110783,418$21.0M1.15%
393m CompanyMMM134,064$20.8M1.14%
40Duke Energy Corp NewDUKB160,282$19.8M1.08%
41ShellRYDAF273,939$19.6M1.07%
42Nvidia CorpNVDA104,217$19.4M1.06%
43Genuine Parts CoGPC139,019$19.3M1.05%
44United Parcel ServiceUPS228,731$19.1M1.04%
45Emerson Elec CoEMR139,600$18.3M1.00%
46American ExpressAXP53,817$17.9M0.98%
47Valero Energy CorpVLO104,600$17.8M0.97%
48Lab Corp Of AmerLH61,178$17.6M0.96%
49Price T Rowe Group IncTROW157,500$16.2M0.88%
50Deere CoDE34,345$15.7M0.86%
51Chevron CorpCVX100,029$15.5M0.85%
52Fortinet, IncFTNT183,300$15.4M0.84%
53Eli Lilly & CoLLY19,770$15.1M0.82%
54W. W. Grainger, Inc.38480210415,582$14.8M0.81%
55Abbott LaboratoriesABLZF106,966$14.3M0.78%
56Keysight TechnologiesKEYS76,276$13.3M0.73%
57MastercardMA23,361$13.3M0.73%
58Google Inc Class AGOOG50,386$12.2M0.67%
59Applied Material Inc03822210559,633$12.2M0.67%
60Meta Platforms IncMETA16,101$11.8M0.65%
61Target Corp ComTGT127,962$11.5M0.63%
62Vanguard Small Cap Value ETF92290861154,448$11.4M0.62%
63Hubble, IncHUBB26,048$11.2M0.61%
64Zoetis IncZTS74,410$10.9M0.60%
65Kenvue Inc.KVUE655,600$10.6M0.58%
66Ross Stores IncROST68,819$10.5M0.57%
67Reinsurance Group America75935160453,291$10.2M0.56%
68Intel CorpINTC292,697$9.8M0.54%
69Waters Corp94184810331,732$9.5M0.52%
70Invesco Exchange Traded Fd TrIVZ49,918$9.5M0.52%
71Sherwin-Williams CoSHW22,429$7.8M0.42%
72Medpace Holdings, IncMEDP12,484$6.4M0.35%
73Adobe Systems IncADBE17,044$6.0M0.33%
74Factset Resh Sys Inc30307510520,656$5.9M0.32%
75Frontdoor IncFTDR53,533$3.6M0.20%
76Sterling ConstructionSTRL10,458$3.6M0.19%
77Logitech InternationalH5043023230,526$3.3M0.18%
78Qualys, Inc.QLYS23,360$3.1M0.17%
79Gildan Activewear IncGIL52,517$3.0M0.17%
80Donaldson Co IncDCI35,152$2.9M0.16%
81AO Smith CorporationAOS32,058$2.4M0.13%
82MSC Industrial55353010625,487$2.3M0.13%
83CSG Systems International, Inc12634910936,416$2.3M0.13%
84National Research Corporation637372202180,306$2.3M0.13%
85Liquidity Svcs Inc53635B10783,692$2.3M0.13%
86Evertec, IncEVTC63,556$2.1M0.12%
87Paycom Software IncPAYC9,944$2.1M0.11%
88Hexcel Corp42829110829,165$1.8M0.10%
89Ubiquiti Inc.UI2,622$1.7M0.09%
90Verisign IncVRSN5,391$1.5M0.08%
91Lamar Advertising CoLAMR12,211$1.5M0.08%
92JBT Marel CorpJBTM10,640$1.5M0.08%
93MaxCyte Inc ComMXCT862,758$1.4M0.07%
94The Toro CompanyTORO17,653$1.3M0.07%
95iShares Core S&P MID-CAP ETF46428750716,164$1.1M0.06%
96Dolby Laboratories, Inc CL ADLB13,168$952,9680.05%
97Zebra Technologies CorproationZBRA3,134$931,2990.05%
98Coca Cola CompanyKO13,467$893,1310.05%
99Jack Henry & Associates4262811015,847$870,7940.05%
100Vanguard Mid-Cap Etf9229086292,567$754,0310.04%
101Atkore International GroupATKR11,653$731,1090.04%
102Bio-Techne CorpTECH11,053$614,8780.03%
103PAR Technology CorpPAR14,828$586,8920.03%
104IShares S&P 1004642871011,654$550,5170.03%
105Intl Business Machines Corp IbINTR1,930$544,5180.03%
106Venu Holding CorporationVENU37,500$480,3750.03%
107Vanguard S&P 500 ETF922908363767$469,6950.03%
108Avery Dennison CorpAVY2,858$463,4820.03%
109Wisdomtree Total Div FundWT5,241$440,2440.02%
110Southern CompanySOMN4,447$421,4420.02%
111Google IncGOOG1,291$314,4230.02%
112Capital One Financial Corp14040H1051,361$289,3210.02%
113QXO, IncQXO-PB15,000$285,9000.02%
114Abbvie IncABBV1,189$275,3010.02%
115Vanguard Total Stock Market Et922908769824$270,4750.01%
116Sunoco LP/Sunoco Fin Corp ComSUN4,883$244,1990.01%
117Wells Fargo & Co New Del9497461012,800$234,6960.01%
118Ishares S&p 500 Growth Index F4642873091,929$232,8690.01%
119Ishares Core MSCI EAFE ETF46432F8422,634$229,9750.01%
120Corning IncGLW2,756$226,0750.01%
121Summit TherapeuticsSMMT10,000$206,6000.01%
122Mckesson CorpMCK262$202,2970.01%
123Ishares Gold Tr Ishares NewIAU2,750$200,1180.01%
124Flowers Foods, IncFLO10,294$134,3370.01%
125Mycelx Technologies Corp62847T20210,360$3,9040.00%
126Sycamore Entmt Group Inc87115610519,305$100.00%
127Puresafe Water Systems Inc74624H10314,000$10.00%