Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 7, 2013

Total Value ($000): $643,735 (100.0% shares, 0.0% debt)

Holdings (141)

PII POLARIS INDUSTRIES 2.7%
Value ($000) $17,290 Shares 133,844 Est. Cost $91.11 Unrealized +23.2%
COMCAST CORP 2.4%
Value ($000) $15,478 Shares 357,017 Est. Cost $39.99 Unrealized
ECL ECOLAB 2.4%
Value ($000) $15,334 Shares 155,266 Est. Cost $74.12 Unrealized +9.6%
QCOM QUALCOMM INC 2.4%
Value ($000) $15,206 Shares 225,879 Est. Cost $45.12 Unrealized +3.2%
V VISA 2.3%
Value ($000) $15,018 Shares 78,587 Est. Cost $40.21 Unrealized +5.3%
ACN ACCENTURE PLC 2.3%
Value ($000) $14,607 Shares 198,353 Est. Cost $63.59 Unrealized -6.4%
AMP AMERIPRISE FINANCIAL INC 2.3%
Value ($000) $14,561 Shares 159,881 Est. Cost $59.57 Unrealized +14.3%
CASY CASEYS GEN STORES 2.2%
Value ($000) $14,470 Shares 197,161 Est. Cost $54.08 Unrealized +14.0%
NATIONAL OILWELL VARCO 2.2%
Value ($000) $14,469 Shares 185,239 Est. Cost $70.29 Unrealized
CVX CHEVRON 2.2%
Value ($000) $14,369 Shares 118,271 Est. Cost $71.49 Unrealized +2.2%
OKE ONEOK INC 2.2%
Value ($000) $14,228 Shares 266,832 Est. Cost $19.74 Unrealized +6.3%
GWW GRAINGER W W 2.2%
Value ($000) $14,160 Shares 54,107 Est. Cost $203.09 Unrealized +4.8%
AIRGAS 2.2%
Value ($000) $14,060 Shares 132,581 Est. Cost $96.46 Unrealized
CMI CUMMINS 2.2%
Value ($000) $14,010 Shares 105,441 Est. Cost $82.17 Unrealized +8.4%
CVS CVS CAREMARK 2.1%
Value ($000) $13,698 Shares 241,355 Est. Cost $41.53 Unrealized +3.0%
COVIDIEN PLC 2.1%
Value ($000) $13,678 Shares 224,453 Est. Cost $62.67 Unrealized
CAH CARDINAL HEALTH INC 2.1%
Value ($000) $13,623 Shares 261,220 Est. Cost $32.72 Unrealized +11.6%
LMT LOCKHEED MARTIN 2.1%
Value ($000) $13,437 Shares 105,344 Est. Cost $71.65 Unrealized +20.1%
CHD CHURCH & DWIGHT 2.0%
Value ($000) $13,163 Shares 219,213 Est. Cost $26.13 Unrealized -0.8%
TJX TJX COMPANIES 2.0%
Value ($000) $13,161 Shares 233,403 Est. Cost $20.98 Unrealized +7.3%
PM PHILIP MORRIS INTL 2.0%
Value ($000) $12,987 Shares 149,982 Est. Cost $49.46 Unrealized -4.2%
NDSN NORDSON 2.0%
Value ($000) $12,938 Shares 175,710 Est. Cost $60.82 Unrealized +3.4%
MONSANTO 2.0%
Value ($000) $12,737 Shares 122,035 Est. Cost $99.39 Unrealized
BANK OF THE OZARKS INC 2.0%
Value ($000) $12,729 Shares 265,517 Est. Cost $43.84 Unrealized
KMI KINDER MORGAN INC 2.0%
Value ($000) $12,580 Shares 353,680 Est. Cost $20.57 Unrealized -1.9%
HP HELMERICH & PAYNE INC 1.9%
Value ($000) $12,492 Shares 181,177 Est. Cost $66.00 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM 1.9%
Value ($000) $12,244 Shares 130,886 Est. Cost $58.01 Unrealized +2.1%
NVO NOVO-NORDISK ADR 1.9%
Value ($000) $12,218 Shares 72,198 Est. Cost $156.34 Unrealized
JKHY HENRY JACK & ASSOC INC 1.9%
Value ($000) $12,202 Shares 236,184 Est. Cost $39.77 Unrealized +7.4%
UNP UNION PACIFIC 1.9%
Value ($000) $12,034 Shares 77,466 Est. Cost $57.39 Unrealized +4.8%
BAX BAXTER INTL INC 1.9%
Value ($000) $11,955 Shares 181,998 Est. Cost $30.47 Unrealized +1.9%
ALB ALBEMARLE 1.8%
Value ($000) $11,893 Shares 188,981 Est. Cost $52.10 Unrealized +0.6%
TROW T ROWE PRICE GROUP 1.8%
Value ($000) $11,887 Shares 165,263 Est. Cost $47.68 Unrealized -0.3%
AMTRUST FINANCIAL SERVICES 1.8%
Value ($000) $11,873 Shares 304,387 Est. Cost $36.61 Unrealized
SUNOCO LOGISTICS PTNR LP 1.8%
Value ($000) $11,495 Shares 172,985 Est. Cost $63.95 Unrealized
NEU NEWMARKET 1.7%
Value ($000) $11,180 Shares 38,830 Est. Cost $215.80 Unrealized +2.8%
PETSMART 1.7%
Value ($000) $10,933 Shares 143,362 Est. Cost $76.26 Unrealized
SU SUNCOR ENERGY INC 1.7%
Value ($000) $10,864 Shares 303,643 Est. Cost $21.82 Unrealized 0.0%
EAT BRINKER INTL 1.7%
Value ($000) $10,719 Shares 264,461 Est. Cost $32.21 Unrealized +3.9%
WISCONSIN ENERGY 1.6%
Value ($000) $10,562 Shares 261,572 Est. Cost $40.99 Unrealized
ENB ENBRIDGE INC 1.5%
Value ($000) $9,784 Shares 234,390 Est. Cost $23.25 Unrealized -4.8%
COST COSTCO WHOLESALE 1.5%
Value ($000) $9,778 Shares 84,897 Est. Cost $87.03 Unrealized +5.3%
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $9,090 Shares 273,871 Est. Cost $28.76 Unrealized -3.7%
XILINX INC 1.4%
Value ($000) $9,041 Shares 192,976 Est. Cost $46.85 Unrealized
OHI OMEGA HLTHCARE INVS INC REIT 1.4%
Value ($000) $8,937 Shares 299,200 Est. Cost $31.02 Unrealized
GEL GENESIS ENERGY LP 1.3%
Value ($000) $8,320 Shares 166,171 Est. Cost $51.83 Unrealized
DLR DIGITAL REALTY TRUST INC REIT 1.0%
Value ($000) $6,443 Shares 121,337 Est. Cost $39.68 Unrealized -11.7%
ROST ROSS STORES 0.5%
Value ($000) $2,985 Shares 41,006 Est. Cost $28.31 Unrealized +6.7%
CL COLGATE-PALMOLIVE 0.4%
Value ($000) $2,799 Shares 47,193 Est. Cost $44.39 Unrealized +0.4%
PRAXAIR INC 0.4%
Value ($000) $2,742 Shares 22,810 Est. Cost $115.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,485 Shares 34,710 Est. Cost $50.84 Unrealized +15.3%
GENERAL ELECTRIC COMPANY 0.3%
Value ($000) $2,216 Shares 92,740 Est. Cost $23.21 Unrealized
PH PARKER-HANNIFIN CORP 0.3%
Value ($000) $1,950 Shares 17,931 Est. Cost $76.25 Unrealized +9.9%
TIME WARNER INC NEW 0.3%
Value ($000) $1,894 Shares 28,784 Est. Cost $57.82 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,755 Shares 27,214 Est. Cost $56.11 Unrealized +1.5%
UPS UNITED PARCEL SERVICE B CLASS 0.3%
Value ($000) $1,667 Shares 18,247 Est. Cost $55.41 Unrealized +3.1%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $1,617 Shares 20,904 Est. Cost $57.66 Unrealized -1.2%
SWK STANLEY BLACK & DECKER 0.2%
Value ($000) $1,524 Shares 16,836 Est. Cost $57.06 Unrealized +9.9%
FAMILY DOLLAR STORES INC 0.2%
Value ($000) $1,505 Shares 20,897 Est. Cost $62.43 Unrealized
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $1,343 Shares 16,511 Est. Cost $79.67 Unrealized 0.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,339 Shares 16,557 Est. Cost $54.15 Unrealized +5.3%
SEADRILL LTD F 0.2%
Value ($000) $1,313 Shares 29,136 Est. Cost $40.82 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $1,268 Shares 2,659 Est. Cost $13.18 Unrealized +8.3%
AMT AMERICAN TOWER 0.2%
Value ($000) $1,214 Shares 16,371 Est. Cost $54.19 Unrealized 0.0%
EPD ENTERPRISE PRD PRTNRS LP 0.2%
Value ($000) $1,073 Shares 17,577 Est. Cost $62.12 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $1,050 Shares 9,745 Est. Cost $92.93 Unrealized
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $995 Shares 13,749 Est. Cost $45.09 Unrealized +7.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $971 Shares 13,969 Est. Cost $39.96 Unrealized +11.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $905 Shares 10,442 Est. Cost $59.66 Unrealized +6.5%
WMB WILLIAMS COMPANIES 0.1%
Value ($000) $887 Shares 24,402 Est. Cost $18.03 Unrealized -1.7%
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $877 Shares 10,188 Est. Cost $53.69 Unrealized +0.9%
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $868 Shares 8,564 Est. Cost $39.40 Unrealized +0.5%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $846 Shares 7,909 Est. Cost $76.44 Unrealized 0.0%
ANADARKO PETE CORP 0.1%
Value ($000) $744 Shares 8,000 Est. Cost $85.88 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $738 Shares 12,770 Est. Cost $40.39 Unrealized -7.2%
ABBV ABBVIE INC 0.1%
Value ($000) $650 Shares 14,536 Est. Cost $26.59 Unrealized +2.1%
APACHE CORP 0.1%
Value ($000) $568 Shares 6,666 Est. Cost $83.86 Unrealized
CDGRX COPELAND RISK MGD DIV GWTH A 0.1%
Value ($000) $534 Shares 40,181 Est. Cost $13.29 Unrealized
RECKITT BENCKISER GROUP PLC 0.1%
Value ($000) $443 Shares 6,050 Est. Cost $71.18 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.1%
Value ($000) $427 Shares 8,892 Est. Cost $43.23 Unrealized +12.3%
MSFT MICROSOFT 0.1%
Value ($000) $408 Shares 12,260 Est. Cost $26.70 Unrealized +1.1%
CAPITA PLC 0.1%
Value ($000) $390 Shares 24,187 Est. Cost $15.05 Unrealized
NUS NU SKIN ENTERPRISES INC - A 0.1%
Value ($000) $389 Shares 4,058 Est. Cost $37.42 Unrealized +53.5%
SUNCOR ENERGY INC 0.1%
Value ($000) $381 Shares 10,644 Est. Cost $29.90 Unrealized
SMITH & NEPHEW PLC 0.1%
Value ($000) $376 Shares 30,125 Est. Cost $11.47 Unrealized
CORPORATE EXECUTIVE BOARD CO 0.1%
Value ($000) $363 Shares 4,997 Est. Cost $63.24 Unrealized
MCD MC DONALDS CORP 0.1%
Value ($000) $346 Shares 3,595 Est. Cost $71.77 Unrealized -1.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $308 Shares 8,964 Est. Cost $16.28 Unrealized -0.7%
SIGMA-ALDRICH 0.0%
Value ($000) $307 Shares 3,600 Est. Cost $85.28 Unrealized
ACE LTD 0.0%
Value ($000) $295 Shares 3,150 Est. Cost $93.65 Unrealized
PFE PFIZER 0.0%
Value ($000) $291 Shares 10,141 Est. Cost $16.43 Unrealized -0.5%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $287 Shares 2,634 Est. Cost $85.22 Unrealized +11.0%
JJSF J & J SNACK FOODS CORP 0.0%
Value ($000) $286 Shares 3,543 Est. Cost $62.73 Unrealized +4.0%
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $285 Shares 3,905 Est. Cost $39.28 Unrealized 0.0%
ABERDEEN ASSET MANAGEMENT 0.0%
Value ($000) $275 Shares 44,829 Est. Cost $6.13 Unrealized
HCSG HEALTHCARE SERVICES GROUP 0.0%
Value ($000) $265 Shares 10,288 Est. Cost $23.05 Unrealized +8.7%
SPY S&P 500 ETF 0.0%
Value ($000) $252 Shares 1,500 Est. Cost $160.67 Unrealized
TORTOISE EGY INFRASTRUCT 0.0%
Value ($000) $250 Shares 5,440 Est. Cost $46.51 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.0%
Value ($000) $250 Shares 5,570 Est. Cost $44.88 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $240 Shares 3,150 Est. Cost $49.85 Unrealized +9.9%
HEI/A HEICO CORP CL A 0.0%
Value ($000) $233 Shares 4,654 Est. Cost $17.21 Unrealized 0.0%
ARLP ALLIANCE RES PARTNERS LP 0.0%
Value ($000) $233 Shares 3,142 Est. Cost $70.66 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $226 Shares 5,965 Est. Cost $27.85 Unrealized -3.9%
CPA COPA HOLDINGS S.A. CL A 0.0%
Value ($000) $222 Shares 1,600 Est. Cost $87.82 Unrealized +7.5%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $219 Shares 1,185 Est. Cost $118.94 Unrealized -6.2%
SANOFI 0.0%
Value ($000) $212 Shares 2,093 Est. Cost $101.29 Unrealized
KAYNE ANDERSON MLP INVT 0.0%
Value ($000) $207 Shares 5,775 Est. Cost $38.96 Unrealized
RETAIL OPPORTUNITY INVST CORP 0.0%
Value ($000) $205 Shares 14,864 Est. Cost $13.86 Unrealized
SOLERA HOLDINGS INC 0.0%
Value ($000) $187 Shares 3,541 Est. Cost $52.81 Unrealized
CYPRESS SEMICONDUCTOR CORP 0.0%
Value ($000) $187 Shares 19,994 Est. Cost $10.70 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $174 Shares 1,863 Est. Cost $82.95 Unrealized 0.0%
STERIS CORP 0.0%
Value ($000) $173 Shares 4,017 Est. Cost $43.07 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $149 Shares 2,214 Est. Cost $10.37 Unrealized 0.0%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $145 Shares 4,788 Est. Cost $13.76 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $144 Shares 1,315 Est. Cost $109.51 Unrealized
RYN RAYONIER 0.0%
Value ($000) $136 Shares 2,448 Est. Cost $55.56 Unrealized
WADDELL & REED 0.0%
Value ($000) $125 Shares 2,425 Est. Cost $51.55 Unrealized
MMS MAXIMUS INC 0.0%
Value ($000) $125 Shares 2,780 Est. Cost $38.68 Unrealized 0.0%
SMP STANDARD MOTOR PRODUCTS 0.0%
Value ($000) $124 Shares 3,878 Est. Cost $32.86 Unrealized 0.0%
LAZARD LTD 0.0%
Value ($000) $123 Shares 3,403 Est. Cost $36.14 Unrealized
CARBO CERAMICS INC 0.0%
Value ($000) $122 Shares 1,226 Est. Cost $99.51 Unrealized
TBRG COMPUTER PROGRAMS & SYSTEMS 0.0%
Value ($000) $113 Shares 1,940 Est. Cost $44.41 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $110 Shares 1,970 Est. Cost $46.62 Unrealized 0.0%
MTS SYSTEMS CORP 0.0%
Value ($000) $110 Shares 1,715 Est. Cost $64.14 Unrealized
RAVEN INDUSTRIES INC 0.0%
Value ($000) $105 Shares 3,220 Est. Cost $32.61 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $103 Shares 1,039 Est. Cost $72.95 Unrealized 0.0%
PB PROSPERITY BANCSHARES 0.0%
Value ($000) $101 Shares 1,629 Est. Cost $42.75 Unrealized 0.0%
CMP COMPASS MINERALS INTL 0.0%
Value ($000) $97 Shares 1,278 Est. Cost $54.32 Unrealized 0.0%
ENSG THE ENSIGN GROUP INC 0.0%
Value ($000) $95 Shares 2,309 Est. Cost $9.36 Unrealized 0.0%
BGS B&G FOODS INC 0.0%
Value ($000) $92 Shares 2,653 Est. Cost $14.31 Unrealized 0.0%
BBSI BARRETT BUSINESS SERVICES INC. 0.0%
Value ($000) $90 Shares 1,343 Est. Cost $13.44 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH 0.0%
Value ($000) $89 Shares 2,019 Est. Cost $35.28 Unrealized 0.0%
ZD J2 GLOBAL COMMUNICATIONS INC 0.0%
Value ($000) $88 Shares 1,778 Est. Cost $41.88 Unrealized 0.0%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $86 Shares 4,274 Est. Cost $20.12 Unrealized
MONOTYPE IMAGING HOLDINGS INC 0.0%
Value ($000) $84 Shares 2,940 Est. Cost $28.57 Unrealized
COBHAM PLC 0.0%
Value ($000) $71 Shares 15,279 Est. Cost $4.65 Unrealized
VODAFONE GROUP PLC 0.0%
Value ($000) $69 Shares 19,634 Est. Cost $3.10 Unrealized
CHE CHEMED CORP 0.0%
Value ($000) $69 Shares 969 Est. Cost $67.07 Unrealized 0.0%
YAHOO JAPAN CORP 0.0%
Value ($000) $65 Shares 11,400 Est. Cost $5.70 Unrealized
CROSSTEX ENERGY INC 0.0%
Value ($000) $56 Shares 2,682 Est. Cost $20.88 Unrealized
SNVP SAVOY ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.00 Unrealized 0.0%