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Portfolio (Quarterly) Guide ↗

Willis Investment Counsel

· CIK 0001310929
13F Portfolio $1.8B AUM 123 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 46 Added 17 Reduced 12 Exited
Page 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLO Flowers Foods, Inc Consumer Defensive 10,294.0 $84K 0.01% $8.15 -10.1%
122 Mycelx Technologies Corp 10,360.0 $6K $0.59
123 Puresafe Water Systems Inc 14,000.0 $1.0 $0.00
Page 7 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 21.3%
Healthcare 19.1%
Technology 17.7%
Consumer Cyclical 8.9%
Financial Services 8.5%
Energy 8.2%
Consumer Defensive 7.2%
Communication Services 4.4%
Utilities 2.7%
Basic Materials 1.7%