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Portfolio (Quarterly) Guide ↗

Willis Investment Counsel

· CIK 0001310929
13F Portfolio $2.1B AUM 125 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 73 Added 6 Reduced 5 Exited
Page 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WMT Wal-Mart Stores Inc Consumer Defensive 1,826.0 $207K 0.01% NEW $113.26 -7.3%
122 SMMT Summit Therapeutics Healthcare 10,000.0 $146K 0.01% $14.57 -8.4%
123 FLO Flowers Foods, Inc Consumer Defensive 10,294.0 $81K 0.00% $7.90 -10.3%
124 Mycelx Technologies Corp 10,360.0 $8K $0.76
125 Puresafe Water Systems Inc 14,000.0 $1.0 $0.00
Page 7 of 7  ·  125 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 22.5%
Technology 22.4%
Healthcare 19.0%
Financial Services 8.8%
Consumer Cyclical 8.2%
Consumer Defensive 6.0%
Energy 4.8%
Communication Services 3.7%
Utilities 2.4%
Basic Materials 1.9%