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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 Q4 2025 · Filed January 22, 2026 · Accession 0001310929-26-000001

Total Value
$1.94B
Positions
130
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (130)

#IssuerTicker / CUSIPSharesValue% of Filing
1Johnson And JohnsonJNJ365,399$75.6M3.91%
2Cisco Systems IncCSCO833,033$64.2M3.32%
3Microsoft CorpMSFT113,070$54.7M2.83%
4Accenture PLCACN193,768$52.0M2.69%
5Chubb LtdCB153,421$47.9M2.47%
6Texas Instruments Inc882508104265,891$46.1M2.38%
7Caterpillar Inc DelCAT79,891$45.8M2.36%
8Lockheed Martin CorpLMT94,257$45.6M2.36%
9Pfizer IncPFE1,713,464$42.7M2.20%
10Medtronic IncMDT397,253$38.2M1.97%
11Home Depot IncHD107,250$36.9M1.91%
12Paychex IncPAYX326,672$36.6M1.89%
13Wal-Mart Stores IncWMT305,526$34.0M1.76%
14Tractor Supply CoTSCO677,691$33.9M1.75%
15Aflac IncAFL301,094$33.2M1.72%
16Merck & Company, IncMRK313,718$33.0M1.71%
17Hershey CoHSY180,544$32.9M1.70%
18Pepsico IncPEP228,650$32.8M1.70%
19Procter & Gamble Co742718109210,020$30.1M1.56%
20Apple ComputerAAPL109,586$29.8M1.54%
21Sanofi-AventisSNYNF604,000$29.3M1.51%
22BHP Billiton LtdBHPLF474,843$28.7M1.48%
23Exxon Mobil CorpXOM229,423$27.6M1.43%
24Quest Diagnostics, Inc.DGX151,800$26.3M1.36%
25Mcdonalds Corp ComMCD84,785$25.9M1.34%
26AT&T CorpT-PC1,015,610$25.2M1.30%
27JP Morgan Chase & CoVYLD77,879$25.1M1.30%
28Abbott LaboratoriesABLZF199,349$25.0M1.29%
29Eaton CorpETN77,073$24.5M1.27%
30ConocophillipsCOP256,761$24.0M1.24%
31American Electric Power Co025537101203,538$23.5M1.21%
32Darden Restaurants IncDRI122,600$22.6M1.17%
33Eli Lilly & CoLLY20,926$22.5M1.16%
34General Dynamics CorpGD66,700$22.5M1.16%
35Verizon Communications ComVZ549,500$22.4M1.16%
36Automatic Data ProcADP85,656$22.0M1.14%
373m CompanyMMM136,141$21.8M1.13%
38American ExpressAXP56,680$21.0M1.08%
39United Parcel ServiceUPS210,373$20.9M1.08%
40Clorox Co Del ComCLX204,600$20.6M1.07%
41ShellRYDAF276,722$20.3M1.05%
42Nvidia CorpNVDA108,863$20.3M1.05%
43Lowe's Companies Inc54866110783,418$20.1M1.04%
44Kimberly Clark CorpKMB197,015$19.9M1.03%
45GeneracGNRC143,137$19.5M1.01%
46Duke Energy Corp NewDUKB160,282$18.8M0.97%
47Emerson Elec CoEMR139,600$18.5M0.96%
48Genuine Parts CoGPC139,019$17.1M0.88%
49Valero Energy CorpVLO104,600$17.0M0.88%
50Vanguard Small Cap Value ETF92290861178,792$16.7M0.86%
51W. W. Grainger, Inc.38480210416,507$16.7M0.86%
52Google Inc Class AGOOG52,358$16.4M0.85%
53Keysight TechnologiesKEYS80,609$16.4M0.85%
54Lab Corp Of AmerLH64,996$16.3M0.84%
55Deere CoDE34,300$16.0M0.83%
56Applied Material Inc03822210561,934$15.9M0.82%
57Price T Rowe Group IncTROW154,600$15.8M0.82%
58Fortinet, IncFTNT194,113$15.4M0.80%
59Chevron CorpCVX99,995$15.2M0.79%
60Waste Management Inc New94106L10969,021$15.2M0.78%
61Adobe Systems IncADBE40,715$14.2M0.74%
62MastercardMA24,711$14.1M0.73%
63Zoetis IncZTS104,216$13.1M0.68%
64Ross Stores IncROST72,482$13.1M0.67%
65Waters Corp94184810333,144$12.6M0.65%
66Invesco Exchange Traded Fd TrIVZ65,513$12.5M0.65%
67Hubbell, IncHUBB27,527$12.2M0.63%
68Reinsurance Group America75935160456,330$11.5M0.59%
69Meta Platforms IncMETA17,244$11.4M0.59%
70Kenvue Inc.KVUE655,600$11.3M0.58%
71Intel CorpINTC304,384$11.2M0.58%
72Target Corp ComTGT114,800$11.2M0.58%
73Sherwin-Williams CoSHW23,783$7.7M0.40%
74Factset Resh Sys Inc30307510523,002$6.7M0.34%
75Medpace Holdings, IncMEDP9,590$5.4M0.28%
76Gildan Activewear IncGIL77,968$4.9M0.25%
77Sterling ConstructionSTRL15,388$4.7M0.24%
78Donaldson Co IncDCI52,611$4.7M0.24%
79Frontdoor IncFTDR75,237$4.3M0.22%
80Qualys, Inc.QLYS32,624$4.3M0.22%
81Logitech InternationalH5043023242,747$4.3M0.22%
82CSG Systems International, Inc12634910954,097$4.1M0.21%
83Liquidity Svcs Inc53635B107124,869$3.8M0.20%
84Paycom Software IncPAYC22,100$3.5M0.18%
85National Research Corporation637372202183,226$3.4M0.18%
86Jack Henry & Associates42628110117,611$3.2M0.17%
87MSC Industrial55353010637,870$3.2M0.16%
88Hexcel Corp42829110841,437$3.1M0.16%
89AO Smith CorporationAOS45,511$3.0M0.16%
90Evertec, IncEVTC90,430$2.6M0.14%
91Atkore International GroupATKR39,351$2.5M0.13%
92PAR Technology CorpPAR64,595$2.3M0.12%
93Lamar Advertising CoLAMR18,405$2.3M0.12%
94Zebra Technologies CorproationZBRA9,453$2.3M0.12%
95Verisign IncVRSN8,493$2.1M0.11%
96The Toro CompanyTORO25,896$2.0M0.11%
97Ubiquiti Inc.UI3,648$2.0M0.10%
98Avery Dennison CorpAVY9,856$1.8M0.09%
99JBT Marel CorpJBTM10,796$1.6M0.08%
100MaxCyte Inc ComMXCT862,758$1.3M0.07%
101Papa John's International Inc69881310234,700$1.3M0.07%
102Dolby Laboratories, Inc CL ADLB19,343$1.2M0.06%
103iShares Core S&P MID-CAP ETF46428750716,164$1.1M0.06%
104Bio-Techne CorpTECH16,209$953,2510.05%
105Align Technology IncALGN6,023$940,4910.05%
106Coca Cola CompanyKO12,708$888,4160.05%
107Venu Holding CorporationVENU104,998$884,0830.05%
108Vanguard Mid-Cap Etf9229086292,567$744,9950.04%
109Intl Business Machines Corp IbINTR1,932$572,3080.03%
110IShares S&P 1004642871011,654$567,2720.03%
111Vanguard S&P 500 ETF922908363797$499,8230.03%
112Vanguard Total Stock Market Et9229087691,293$433,5750.02%
113Wisdomtree Total Div FundWT5,066$430,0020.02%
114Google IncGOOG1,291$405,1160.02%
115Southern CompanySOMN4,447$387,7780.02%
116QXO, IncQXO-PB20,000$385,8000.02%
117Capital One Financial Corp14040H1051,286$311,6750.02%
118Amazon IncAMZN1,345$310,4530.02%
119Wells Fargo & Co New Del9497461012,800$260,9600.01%
120Sunoco LP/Sunoco Fin Corp ComSUN4,883$255,9180.01%
121Abbvie IncABBV1,064$243,1130.01%
122Corning IncGLW2,756$241,3150.01%
123Ishares S&p 500 Growth Index F4642873091,929$237,7690.01%
124Ishares Core MSCI EAFE ETF46432F8422,634$235,6380.01%
125Ishares Gold Tr Ishares NewIAU2,750$223,2180.01%
126Mckesson CorpMCK262$214,9980.01%
127Summit TherapeuticsSMMT10,390$181,7210.01%
128Flowers Foods, IncFLO10,294$111,9990.01%
129Mycelx Technologies Corp62847T20210,360$3,7620.00%
130Puresafe Water Systems Inc74624H10314,000$10.00%