Willis Investment Counsel

All 13F Filings

Location
Gainesville, GA
Most recent 13F
Q2 2026
Holdings value ($000)
2,098,062
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/3/2026 125 2,098,062 13F-HR Willis Investment Counsel
Q1 2026 5/5/2026 123 1,831,288 13F-HR Willis Investment Counsel
Q4 2025 1/22/2026 130 1,935,195 13F-HR Willis Investment Counsel
Q3 2025 11/5/2025 127 1,828,440 13F-HR Willis Investment Counsel
Q2 2025 8/12/2025 118 1,708,101 13F-HR Willis Investment Counsel
Q1 2014 5/16/2014 110 986,812 13F-HR Willis Investment Counsel
Q4 2013 2/11/2014 115 2,153,337 13F-HR Willis Investment Counsel
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.073 M 98.8% 279.9 K 0 279.9 K
ETFs 24.69 K 1.2% 0 13.18 K -13.18 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
2,098,062
Holdings
125
QoQ value change ($000)
266,774 (14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.