Willis Investment Counsel 13F 持仓 · 2026年Q2
Willis Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 20.98 亿美元。前几大持仓：CSCO（4.95%）、JNJ（3.75%）、TXN（3.37%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | $103.9M | 4.95% | 884,202 | 增持 |
| 2 | JNJ | Johnson And Johnson | $78.6M | 3.75% | 309,486 | 增持 |
| 3 | TXN | Texas Instruments Inc | $70.6M | 3.37% | 237,001 | 减持 |
| 4 | CAT | Caterpillar Inc Del | $58.1M | 2.77% | 54,570 | 增持 |
| 5 | CB | Chubb Ltd | $55.5M | 2.65% | 162,875 | 增持 |
| 6 | LMT | Lockheed Martin Corp | $49.0M | 2.34% | 96,275 | 增持 |
| 7 | PAYX | Paychex Inc | $46.0M | 2.19% | 467,688 | 增持 |
| 8 | MSFT | Microsoft Corp | $45.2M | 2.15% | 121,147 | 增持 |
| 9 | PFE | Pfizer Inc | $43.8M | 2.09% | 1.8M | 增持 |
| 10 | MRK | Merck & Company, Inc | $40.2M | 1.92% | 312,767 | 减持 |
| 11 | HD | Home Depot Inc | $39.8M | 1.90% | 112,868 | 增持 |
| 12 | AFL | Aflac Inc | $38.1M | 1.81% | 324,544 | 增持 |
| 13 | FTNT | Fortinet, Inc | $35.5M | 1.69% | 230,869 | 增持 |
| 14 | XOM | Exxon Mobil Corp | $33.8M | 1.61% | 246,874 | 新建仓 |
| 15 | HSY | Hershey Co | $33.5M | 1.60% | 190,740 | 增持 |
| 16 | GNRC | Generac | $33.4M | 1.59% | 113,995 | 减持 |
| 17 | KEYS | Keysight Technologies | $33.3M | 1.59% | 95,062 | 增持 |
| 18 | ACN | Accenture PLC | $33.1M | 1.58% | 265,973 | 增持 |
| 19 | ADP | Automatic Data Proc | $33.2M | 1.58% | 148,056 | 减持 |
| 20 | ETN | Eaton Corp | $32.8M | 1.56% | 76,973 | 减持 |
| 21 | MDT | Medtronic Inc | $32.4M | 1.55% | 414,539 | 增持 |
| 22 | PEP | Pepsico Inc | $32.4M | 1.55% | 239,514 | 增持 |
| 23 | AAPL | Apple Computer | $32.2M | 1.53% | 111,285 | 增持 |
| 24 | DGX | Quest Diagnostics, Inc. | $32.1M | 1.53% | 151,500 | 减持 |
| 25 | ABT | Abbott Laboratories | $31.3M | 1.49% | 345,349 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR