Long-term investor

Willis Investment Counsel @willisinvestmentcounsel

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001310929).

Record

  • Tracked since 2025-06-30 (478 days), 99 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.8% · 6 months +1.2% · 1 year +8.1% · all +8.1%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CSCO · 4.0% · long · since 2025-09-30
  • JNJ · 3.5% · long · since 2025-09-30
  • MSFT · 3.2% · long · since 2025-09-30
  • TXN · 2.9% · long · since 2025-09-30
  • PAYX · 2.4% · long · since 2025-09-30
  • CB · 2.4% · long · since 2025-09-30
  • ACN · 2.4% · long · since 2025-09-30
  • PFE · 2.3% · long · since 2025-09-30
  • FTNT · 2.3% · long · since 2025-09-30
  • 30233Q108 · 2.1% · long · since 2026-06-30
  • LMT · 2.1% · long · since 2025-09-30
  • KEYS · 1.9% · long · since 2025-09-30

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