Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $1,379,832 (100.0% shares, 0.0% debt)

Holdings (167)

BANK OF THE OZARKS 2.2%
Value ($000) $30,589 Shares 806,703 Est. Cost $37.68 Unrealized
CASY CASEY'S GENERAL STORES 2.2%
Value ($000) $30,039 Shares 332,591 Est. Cost $60.66 Unrealized +24.3%
JKHY JACK HENRY & ASSOCIATES INC 1.8%
Value ($000) $25,209 Shares 405,684 Est. Cost $44.38 Unrealized +17.2%
EAT BRINKER INTL INC 1.8%
Value ($000) $24,446 Shares 416,533 Est. Cost $37.75 Unrealized +21.3%
AIRGAS 1.8%
Value ($000) $24,251 Shares 210,545 Est. Cost $101.83 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 1.8%
Value ($000) $24,239 Shares 620,406 Est. Cost $33.89 Unrealized
CVS CVS HEALTH CORP 1.7%
Value ($000) $23,882 Shares 247,963 Est. Cost $43.25 Unrealized +49.0%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $23,578 Shares 233,237 Est. Cost $64.70 Unrealized +22.5%
VALSPAR 1.7%
Value ($000) $23,365 Shares 270,180 Est. Cost $74.46 Unrealized
CHD CHURCH & DWIGHT 1.7%
Value ($000) $23,250 Shares 294,999 Est. Cost $27.07 Unrealized +17.6%
NEU NEWMARKET 1.7%
Value ($000) $22,912 Shares 56,779 Est. Cost $252.64 Unrealized +23.9%
AMP AMERIPRISE FINANCIAL INC 1.6%
Value ($000) $22,231 Shares 168,104 Est. Cost $63.83 Unrealized +56.7%
PII POLARIS INDUSTRIES 1.6%
Value ($000) $22,222 Shares 146,928 Est. Cost $102.80 Unrealized +45.9%
CAH CARDINAL HEALTH 1.6%
Value ($000) $22,195 Shares 274,924 Est. Cost $36.92 Unrealized +57.5%
MONSANTO 1.6%
Value ($000) $21,923 Shares 183,501 Est. Cost $105.70 Unrealized
WYNDHAM WORLDWIDE CORP 1.6%
Value ($000) $21,710 Shares 253,149 Est. Cost $81.58 Unrealized
V VISA 1.6%
Value ($000) $21,629 Shares 82,489 Est. Cost $42.18 Unrealized +32.0%
ECL ECOLAB 1.6%
Value ($000) $21,483 Shares 205,536 Est. Cost $79.32 Unrealized +21.9%
COMCAST CORP 1.5%
Value ($000) $20,915 Shares 363,323 Est. Cost $42.14 Unrealized
LAZARD LTD-CL A 1.5%
Value ($000) $20,729 Shares 414,351 Est. Cost $47.25 Unrealized
QCOM QUALCOMM 1.5%
Value ($000) $20,224 Shares 272,096 Est. Cost $47.42 Unrealized +12.5%
UNP UNION PACIFIC 1.5%
Value ($000) $20,171 Shares 169,326 Est. Cost $68.19 Unrealized +31.2%
MEAD JOHNSON NUTRITION CO 1.4%
Value ($000) $19,803 Shares 196,967 Est. Cost $88.20 Unrealized
TROW T ROWE PRICE GROUP INC 1.4%
Value ($000) $19,741 Shares 229,939 Est. Cost $49.06 Unrealized +9.5%
LMT LOCKHEED MARTIN 1.4%
Value ($000) $19,575 Shares 101,653 Est. Cost $77.24 Unrealized +77.7%
KR KROGER 1.4%
Value ($000) $19,522 Shares 304,028 Est. Cost $23.37 Unrealized 0.0%
GWW WW GRAINGER 1.4%
Value ($000) $19,442 Shares 76,277 Est. Cost $204.04 Unrealized +0.9%
KMI KINDER MORGAN 1.4%
Value ($000) $19,418 Shares 458,960 Est. Cost $20.43 Unrealized +9.9%
CHE CHEMED CORP 1.4%
Value ($000) $19,417 Shares 183,755 Est. Cost $81.61 Unrealized +23.5%
COVIDIEN PLC 1.4%
Value ($000) $19,291 Shares 188,606 Est. Cost $64.88 Unrealized
TJX TJX COMPANIES INC 1.4%
Value ($000) $19,013 Shares 277,223 Est. Cost $21.70 Unrealized +26.0%
BAX BAXTER INTERNATIONAL INC. 1.4%
Value ($000) $18,953 Shares 258,605 Est. Cost $30.92 Unrealized +4.4%
XILINX 1.4%
Value ($000) $18,665 Shares 431,162 Est. Cost $46.24 Unrealized
NDSN NORDSON CORP 1.3%
Value ($000) $18,622 Shares 238,865 Est. Cost $62.86 Unrealized +7.0%
SOLERA HOLDINGS 1.3%
Value ($000) $18,466 Shares 360,823 Est. Cost $62.36 Unrealized
CMI CUMMINS 1.2%
Value ($000) $17,196 Shares 119,270 Est. Cost $86.02 Unrealized +21.6%
WISCONSIN ENERGY 1.2%
Value ($000) $17,134 Shares 324,886 Est. Cost $52.74 Unrealized
NVO NOVO-NORDISK A/S-SPONS ADR 1.2%
Value ($000) $17,113 Shares 404,376 Est. Cost $66.28 Unrealized
ITC HOLDINGS CORP 1.2%
Value ($000) $17,023 Shares 421,065 Est. Cost $37.22 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $16,398 Shares 156,214 Est. Cost $60.22 Unrealized +24.2%
SUNOCO LOGISTICS PARTNERS L.P 1.2%
Value ($000) $15,949 Shares 381,742 Est. Cost $55.71 Unrealized
COST COSTCO WHOLESALE 1.1%
Value ($000) $15,496 Shares 109,318 Est. Cost $89.44 Unrealized +22.3%
VFC VF CORP 1.1%
Value ($000) $15,435 Shares 206,078 Est. Cost $65.32 Unrealized +1.3%
WLK WESTLAKE CHEMICAL 1.1%
Value ($000) $15,244 Shares 249,530 Est. Cost $58.04 Unrealized -0.4%
TEVA TEVA PHARMACEUTICAL ADR 1.1%
Value ($000) $14,911 Shares 259,277 Est. Cost $56.42 Unrealized
BLACKROCK INC 1.1%
Value ($000) $14,542 Shares 40,671 Est. Cost $354.88 Unrealized
ACE LTD 1.0%
Value ($000) $13,924 Shares 121,205 Est. Cost $113.43 Unrealized
NORTHEAST UTILITIES 1.0%
Value ($000) $13,907 Shares 259,840 Est. Cost $53.52 Unrealized
NJR NEW JERSEY RESOURCES 1.0%
Value ($000) $13,753 Shares 224,723 Est. Cost $19.69 Unrealized 0.0%
BROADCOM 1.0%
Value ($000) $13,440 Shares 310,188 Est. Cost $43.16 Unrealized
TE CONNECTIVITY LTD 1.0%
Value ($000) $13,411 Shares 212,034 Est. Cost $63.25 Unrealized
UGI UGI CORP 1.0%
Value ($000) $13,167 Shares 346,675 Est. Cost $36.88 Unrealized 0.0%
WASTE CONNECTIONS 0.8%
Value ($000) $11,370 Shares 258,478 Est. Cost $43.99 Unrealized
CAT CATERPILLAR 0.8%
Value ($000) $11,239 Shares 122,792 Est. Cost $66.02 Unrealized +11.1%
CORE-MARK HOLDING COMPANY 0.7%
Value ($000) $9,400 Shares 151,784 Est. Cost $61.65 Unrealized
ZD J2 GLOBAL COMMUNICATIONS INC 0.7%
Value ($000) $9,245 Shares 149,111 Est. Cost $48.15 Unrealized +0.4%
STERIS CORP 0.7%
Value ($000) $9,195 Shares 141,795 Est. Cost $64.04 Unrealized
NUS NU SKIN ENTERPRISES INC - A 0.6%
Value ($000) $8,823 Shares 201,880 Est. Cost $58.12 Unrealized -47.2%
JJSF J & J SNACK FOODS CORP 0.6%
Value ($000) $8,717 Shares 80,137 Est. Cost $84.02 Unrealized +1.3%
HEARTLAND PAYMENT SYSTEMS 0.6%
Value ($000) $8,693 Shares 161,143 Est. Cost $53.55 Unrealized
HEI HEICO CORP 0.6%
Value ($000) $8,621 Shares 142,727 Est. Cost $27.01 Unrealized +0.0%
RETAIL OPPORTUNITY INVST CORP 0.6%
Value ($000) $8,176 Shares 486,996 Est. Cost $16.69 Unrealized
POOL POOL CORP 0.6%
Value ($000) $8,097 Shares 127,637 Est. Cost $51.78 Unrealized +0.2%
HCSG HEALTHCARE SERVICES GROUP 0.6%
Value ($000) $8,021 Shares 259,312 Est. Cost $29.35 Unrealized +1.0%
AWR AMERICAN STATES WATER COMPANY 0.6%
Value ($000) $7,759 Shares 206,034 Est. Cost $27.54 Unrealized +0.4%
CORPORATE EXECUTIVE BOARD CO 0.5%
Value ($000) $7,582 Shares 104,543 Est. Cost $71.97 Unrealized
NRG YIELD 0.5%
Value ($000) $7,380 Shares 156,548 Est. Cost $47.04 Unrealized
RITCHIE BROS AUCTIONEERS 0.5%
Value ($000) $7,273 Shares 270,465 Est. Cost $26.73 Unrealized
G&K SERVICES INC. CLASS A 0.5%
Value ($000) $7,187 Shares 101,436 Est. Cost $70.32 Unrealized
LAD LITHIA MOTORS INC 0.5%
Value ($000) $7,050 Shares 81,326 Est. Cost $77.46 Unrealized 0.0%
MONOTYPE IMAGING HOLDINGS INC 0.5%
Value ($000) $6,887 Shares 238,881 Est. Cost $28.83 Unrealized
ENSG THE ENSIGN GROUP INC 0.5%
Value ($000) $6,862 Shares 154,583 Est. Cost $17.29 Unrealized +0.9%
HOMB HOME BANCSHARES INC 0.5%
Value ($000) $6,739 Shares 209,532 Est. Cost $15.47 Unrealized +0.2%
SEMGROUP CORPORATION CLASS A 0.5%
Value ($000) $6,410 Shares 93,728 Est. Cost $68.52 Unrealized
SMP STANDARD MOTOR PRODUCTS 0.5%
Value ($000) $6,401 Shares 167,913 Est. Cost $37.38 Unrealized +0.3%
TRGP TARGA RESOURCES CORP 0.5%
Value ($000) $6,390 Shares 60,250 Est. Cost $66.97 Unrealized +1.4%
TBRG COMPUTER PROGRAMS & SYSTEMS 0.5%
Value ($000) $6,217 Shares 102,336 Est. Cost $50.92 Unrealized +0.2%
CHDN CHURCHILL DOWNS INC 0.4%
Value ($000) $6,113 Shares 64,142 Est. Cost $15.26 Unrealized +0.2%
EVR EVERCORE PARTNERS INC. CLASS A 0.4%
Value ($000) $6,101 Shares 116,499 Est. Cost $39.23 Unrealized 0.0%
THO THOR INDUSTRIES INC 0.4%
Value ($000) $5,959 Shares 106,650 Est. Cost $43.30 Unrealized -0.0%
KWR QUAKER CHEMICAL CORP 0.4%
Value ($000) $5,892 Shares 64,019 Est. Cost $80.39 Unrealized +0.2%
INNOPHOS HOLDINGS INC 0.4%
Value ($000) $5,712 Shares 97,722 Est. Cost $58.39 Unrealized
EXPO EXPONENT INC 0.4%
Value ($000) $5,700 Shares 69,086 Est. Cost $16.99 Unrealized +0.2%
PHILLIPS 66 PARTNERS LP 0.4%
Value ($000) $5,658 Shares 82,087 Est. Cost $68.39 Unrealized
LFUS LITTELFUSE INC 0.4%
Value ($000) $5,635 Shares 58,292 Est. Cost $92.77 Unrealized +0.1%
LNN LINDSAY MFG CO 0.4%
Value ($000) $4,914 Shares 57,310 Est. Cost $73.78 Unrealized +0.2%
DELEK US HOLDINGS INC 0.3%
Value ($000) $4,791 Shares 175,624 Est. Cost $27.54 Unrealized
ARLP ALLIANCE RES PARTNERS LP 0.3%
Value ($000) $4,672 Shares 108,529 Est. Cost $43.86 Unrealized
ADVENT SOFTWARE INC 0.3%
Value ($000) $4,534 Shares 147,963 Est. Cost $30.67 Unrealized
POWI POWER INTEGRATIONS, INC 0.3%
Value ($000) $4,349 Shares 84,053 Est. Cost $22.81 Unrealized 0.0%
MOV MOVADO GROUP INC. 0.3%
Value ($000) $3,925 Shares 138,346 Est. Cost $31.37 Unrealized -0.9%
ALTRA INDUSTRIAL MOTION 0.3%
Value ($000) $3,860 Shares 135,949 Est. Cost $28.55 Unrealized
ROST ROSS STORES 0.2%
Value ($000) $3,316 Shares 35,179 Est. Cost $28.43 Unrealized +33.1%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $3,111 Shares 39,465 Est. Cost $11.40 Unrealized +7.0%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $2,708 Shares 33,333 Est. Cost $80.60 Unrealized +1.0%
CARBO CERAMICS 0.2%
Value ($000) $2,470 Shares 61,677 Est. Cost $111.71 Unrealized
AMT AMERICAN TOWER 0.2%
Value ($000) $2,354 Shares 23,821 Est. Cost $62.22 Unrealized +20.8%
PB PROSPERITY BANCSHARES 0.2%
Value ($000) $2,307 Shares 41,673 Est. Cost $42.67 Unrealized -2.4%
FELE FRANKLIN ELECTRIC 0.2%
Value ($000) $2,254 Shares 60,056 Est. Cost $32.79 Unrealized -0.2%
TIME WARNER INC NEW 0.2%
Value ($000) $2,254 Shares 26,392 Est. Cost $59.62 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.1%
Value ($000) $2,016 Shares 14,323 Est. Cost $110.32 Unrealized +7.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $2,011 Shares 18,343 Est. Cost $59.58 Unrealized +44.0%
PH PARKER HANNIFIN 0.1%
Value ($000) $1,993 Shares 15,459 Est. Cost $78.29 Unrealized +30.3%
PRAXAIR INC 0.1%
Value ($000) $1,969 Shares 15,196 Est. Cost $115.48 Unrealized
SU SUNCOR ENERGY INC 0.1%
Value ($000) $1,901 Shares 59,814 Est. Cost $22.38 Unrealized -0.1%
SMITH & NEPHEW PLC 0.1%
Value ($000) $1,849 Shares 99,932 Est. Cost $15.17 Unrealized
UPS UNITED PARCEL SERVICE CLASS B 0.1%
Value ($000) $1,787 Shares 16,072 Est. Cost $56.57 Unrealized +25.4%
SCRIPPS NETWORKS INTER-CL A 0.1%
Value ($000) $1,684 Shares 22,375 Est. Cost $77.23 Unrealized
DIS DISNEY WALT 0.1%
Value ($000) $1,683 Shares 17,872 Est. Cost $58.36 Unrealized +39.3%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $1,678 Shares 13,752 Est. Cost $120.75 Unrealized
SNA SNAP-ON INC 0.1%
Value ($000) $1,669 Shares 12,203 Est. Cost $99.14 Unrealized +2.5%
GENERAL ELECTRIC 0.1%
Value ($000) $1,616 Shares 63,936 Est. Cost $23.31 Unrealized
RMD RESMED INC 0.1%
Value ($000) $1,609 Shares 28,707 Est. Cost $45.02 Unrealized +0.8%
HARRIS CORPORATION 0.1%
Value ($000) $1,494 Shares 20,801 Est. Cost $71.82 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,438 Shares 20,061 Est. Cost $45.10 Unrealized +9.0%
CORE LABORATORIES N.V. 0.1%
Value ($000) $1,333 Shares 11,072 Est. Cost $179.54 Unrealized
CMP COMPASS MINERALS INTL 0.1%
Value ($000) $1,333 Shares 15,350 Est. Cost $60.34 Unrealized +0.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,310 Shares 15,963 Est. Cost $29.04 Unrealized +7.7%
SAWAI PHARMACEUTICALS CO LTD 0.1%
Value ($000) $1,287 Shares 22,200 Est. Cost $58.49 Unrealized
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $1,252 Shares 35,202 Est. Cost $35.84 Unrealized
NOVO NORDISK 0.1%
Value ($000) $1,159 Shares 27,390 Est. Cost $44.81 Unrealized
GME GAMESTOP CORP CLASS A 0.1%
Value ($000) $1,132 Shares 33,484 Est. Cost $7.16 Unrealized 0.0%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,127 Shares 13,524 Est. Cost $45.36 Unrealized +40.0%
VMI VALMONT INDUSTRIES 0.1%
Value ($000) $1,111 Shares 8,748 Est. Cost $134.05 Unrealized -0.4%
SIAM COMERCIAL BANK PUBLIC CO 0.1%
Value ($000) $1,090 Shares 196,911 Est. Cost $5.36 Unrealized
HOLLYFRONTIER CORP 0.1%
Value ($000) $1,084 Shares 28,920 Est. Cost $38.33 Unrealized
NATIONAL OILWELL VARCO 0.1%
Value ($000) $1,063 Shares 16,217 Est. Cost $71.75 Unrealized
WADDELL & REED 0.1%
Value ($000) $1,061 Shares 21,298 Est. Cost $50.09 Unrealized
FRESENIUS SE & CO.KGaA 0.1%
Value ($000) $1,060 Shares 20,300 Est. Cost $52.22 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $1,052 Shares 15,271 Est. Cost $41.89 Unrealized +33.5%
HP HELMERICH & PAYNE 0.1%
Value ($000) $1,032 Shares 15,301 Est. Cost $70.93 Unrealized +9.8%
OKE ONEOK 0.1%
Value ($000) $1,000 Shares 20,093 Est. Cost $21.71 Unrealized +27.9%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $1,000 Shares 8,989 Est. Cost $78.32 Unrealized +12.4%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $996 Shares 8,657 Est. Cost $92.93 Unrealized
EPD ENTERPRISE PRD PRTNRS LP 0.1%
Value ($000) $953 Shares 26,394 Est. Cost $51.51 Unrealized
COLOPLAST A/S 0.1%
Value ($000) $872 Shares 10,333 Est. Cost $76.44 Unrealized
TENCENT HOLDINGS INC 0.1%
Value ($000) $812 Shares 56,000 Est. Cost $14.50 Unrealized
SIGMA-ALDRICH 0.1%
Value ($000) $800 Shares 5,827 Est. Cost $106.16 Unrealized
LENOVO GROUP LIMITED 0.1%
Value ($000) $794 Shares 604,000 Est. Cost $1.31 Unrealized
SYSMEX CORPORATION 0.1%
Value ($000) $746 Shares 16,600 Est. Cost $44.94 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $730 Shares 7,892 Est. Cost $53.96 Unrealized +7.5%
ANADARKO PETE CORP 0.0%
Value ($000) $660 Shares 8,000 Est. Cost $85.88 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $561 Shares 9,075 Est. Cost $44.45 Unrealized +36.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $522 Shares 4,992 Est. Cost $59.66 Unrealized +29.6%
PT BANK RAKYAT INDONESIA 0.0%
Value ($000) $457 Shares 490,600 Est. Cost $0.93 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.0%
Value ($000) $428 Shares 5,965 Est. Cost $45.99 Unrealized
APACHE CORP 0.0%
Value ($000) $418 Shares 6,666 Est. Cost $83.86 Unrealized
RECKITT BENCKISER GROUP PLC 0.0%
Value ($000) $406 Shares 5,000 Est. Cost $78.58 Unrealized
SUNCOR ENERGY INC 0.0%
Value ($000) $401 Shares 12,624 Est. Cost $34.94 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $381 Shares 5,826 Est. Cost $26.93 Unrealized +49.4%
CAPITA PLC 0.0%
Value ($000) $370 Shares 21,946 Est. Cost $17.12 Unrealized
ABERDEEN ASSET MANAGEMENT 0.0%
Value ($000) $366 Shares 54,403 Est. Cost $6.96 Unrealized
LIFE HEALTHCARE GROUP HOLDINGS 0.0%
Value ($000) $344 Shares 93,000 Est. Cost $3.70 Unrealized
INVESCO LTD 0.0%
Value ($000) $316 Shares 8,000 Est. Cost $39.50 Unrealized
CRODA INTERNATIONAL PLC 0.0%
Value ($000) $304 Shares 7,322 Est. Cost $38.34 Unrealized
CAPITEC BANK HOLDINGS LIMITED 0.0%
Value ($000) $295 Shares 10,025 Est. Cost $29.43 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $260 Shares 5,283 Est. Cost $16.28 Unrealized +46.0%
MCD MCDONALDS 0.0%
Value ($000) $249 Shares 2,655 Est. Cost $71.77 Unrealized -1.7%
MMM 3M COMPANY 0.0%
Value ($000) $246 Shares 1,500 Est. Cost $72.67 Unrealized +23.4%
COPA HOLDINGS SA-CLASS A 0.0%
Value ($000) $238 Shares 2,298 Est. Cost $103.57 Unrealized
PFE PFIZER 0.0%
Value ($000) $236 Shares 7,562 Est. Cost $16.43 Unrealized +9.4%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $236 Shares 2,892 Est. Cost $49.46 Unrealized -0.5%
TORTOISE EGY INFRASTRUCT 0.0%
Value ($000) $231 Shares 5,280 Est. Cost $46.51 Unrealized
AMLIN PLC 0.0%
Value ($000) $219 Shares 29,430 Est. Cost $7.81 Unrealized
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $210 Shares 2,539 Est. Cost $84.12 Unrealized
TECHTRONIC INDUSTRIES CO LTD 0.0%
Value ($000) $206 Shares 64,000 Est. Cost $2.89 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $200 Shares 5,520 Est. Cost $26.63 Unrealized 0.0%