Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 28, 2015

Total Value ($000): $1,632,682 (100.0% shares, 0.0% debt)

Holdings (160)

STERIS CORP 2.8%
Value ($000) $45,005 Shares 692,707 Est. Cost $64.92 Unrealized
EAT BRINKER INTL INC 2.2%
Value ($000) $36,123 Shares 685,826 Est. Cost $41.88 Unrealized +13.3%
BANK OF THE OZARKS 2.2%
Value ($000) $35,820 Shares 818,541 Est. Cost $40.06 Unrealized
CHE CHEMED CORP 2.0%
Value ($000) $33,252 Shares 249,133 Est. Cost $91.70 Unrealized +46.4%
CHD CHURCH & DWIGHT 1.9%
Value ($000) $31,831 Shares 379,388 Est. Cost $29.48 Unrealized +26.8%
CASY CASEY'S GENERAL STORES 1.9%
Value ($000) $30,243 Shares 293,846 Est. Cost $65.70 Unrealized +46.2%
PII POLARIS INDUSTRIES 1.7%
Value ($000) $28,053 Shares 234,038 Est. Cost $117.02 Unrealized +16.0%
JKHY JACK HENRY & ASSOCIATES INC 1.7%
Value ($000) $27,375 Shares 393,253 Est. Cost $49.36 Unrealized +22.9%
WYNDHAM WORLDWIDE 1.7%
Value ($000) $27,007 Shares 375,604 Est. Cost $80.08 Unrealized
ROST ROSS STORES 1.6%
Value ($000) $26,406 Shares 544,808 Est. Cost $44.68 Unrealized +3.2%
DGX QUEST DIAGNOSTICS 1.6%
Value ($000) $26,231 Shares 426,710 Est. Cost $58.64 Unrealized -3.1%
IFF INTL FLAVORS & FRAGRANCES 1.6%
Value ($000) $25,421 Shares 246,181 Est. Cost $87.30 Unrealized -1.7%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $24,008 Shares 206,940 Est. Cost $64.70 Unrealized +56.4%
ZD J2 GLOBAL COMMUNICATIONS INC 1.5%
Value ($000) $23,934 Shares 337,803 Est. Cost $53.96 Unrealized +12.2%
DIS DISNEY WALT 1.5%
Value ($000) $23,748 Shares 232,368 Est. Cost $96.52 Unrealized +3.3%
COMCAST CORP 1.4%
Value ($000) $23,502 Shares 410,582 Est. Cost $44.03 Unrealized
NKE NIKE INC 1.4%
Value ($000) $23,040 Shares 187,369 Est. Cost $49.59 Unrealized 0.0%
COST COSTCO WHOLESALE 1.4%
Value ($000) $23,022 Shares 159,239 Est. Cost $99.32 Unrealized +20.4%
HD HOME DEPOT INC 1.4%
Value ($000) $22,723 Shares 196,752 Est. Cost $66.72 Unrealized +35.6%
MDT MEDTRONIC PLC 1.4%
Value ($000) $22,547 Shares 336,830 Est. Cost $57.90 Unrealized -1.6%
CAH CARDINAL HEALTH 1.4%
Value ($000) $22,545 Shares 293,477 Est. Cost $38.67 Unrealized +61.1%
HEARTLAND PAYMENT SYSTEMS 1.4%
Value ($000) $22,487 Shares 356,886 Est. Cost $54.00 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $22,453 Shares 232,727 Est. Cost $44.22 Unrealized +75.9%
KR KROGER 1.4%
Value ($000) $22,211 Shares 615,763 Est. Cost $27.29 Unrealized +10.6%
HRL HORMEL FOODS 1.4%
Value ($000) $22,104 Shares 349,141 Est. Cost $23.38 Unrealized 0.0%
CEB INC. 1.3%
Value ($000) $21,989 Shares 321,766 Est. Cost $87.06 Unrealized
TEVA TEVA PHARMACEUTICAL 1.3%
Value ($000) $21,182 Shares 375,178 Est. Cost $56.52 Unrealized
POOL POOL CORP 1.3%
Value ($000) $20,896 Shares 289,015 Est. Cost $56.61 Unrealized +10.6%
TJX TJX COMPANIES INC 1.3%
Value ($000) $20,765 Shares 290,745 Est. Cost $22.25 Unrealized +36.3%
DR PEPPER SNAPPLE GROUP INC 1.3%
Value ($000) $20,634 Shares 261,023 Est. Cost $78.29 Unrealized
COR AMERISOURCEBERGEN 1.2%
Value ($000) $20,290 Shares 213,603 Est. Cost $77.49 Unrealized 0.0%
MO ALTRIA GROUP INC 1.2%
Value ($000) $20,271 Shares 372,624 Est. Cost $26.87 Unrealized +0.5%
JJSF J & J SNACK FOODS CORP 1.2%
Value ($000) $19,770 Shares 173,943 Est. Cost $87.82 Unrealized +10.0%
SYK STRYKER CORP 1.2%
Value ($000) $19,703 Shares 209,371 Est. Cost $87.90 Unrealized 0.0%
AMGN AMGEN 1.2%
Value ($000) $19,556 Shares 141,377 Est. Cost $117.21 Unrealized -0.8%
SCRIPPS NETWORKS INTER-CL A 1.2%
Value ($000) $19,335 Shares 393,054 Est. Cost $60.64 Unrealized
HOMB HOME BANCSHARES INC 1.2%
Value ($000) $19,079 Shares 471,098 Est. Cost $16.56 Unrealized +17.3%
LAD LITHIA MOTORS INC 1.2%
Value ($000) $18,845 Shares 174,315 Est. Cost $91.39 Unrealized +22.8%
CHDN CHURCHILL DOWNS INC 1.1%
Value ($000) $18,692 Shares 139,689 Est. Cost $17.20 Unrealized +22.2%
AWR AMERICAN STATES WATER COMPANY 1.1%
Value ($000) $18,333 Shares 442,837 Est. Cost $29.71 Unrealized +6.3%
NEU NEWMARKET 1.1%
Value ($000) $18,168 Shares 50,892 Est. Cost $287.53 Unrealized +15.4%
HEALTHSOUTH CORP 1.1%
Value ($000) $18,058 Shares 470,619 Est. Cost $38.37 Unrealized
HCSG HEALTHCARE SERVICES GROUP 1.1%
Value ($000) $17,981 Shares 533,562 Est. Cost $30.90 Unrealized +9.4%
ADM ARCHER DANIELS MIDLAND 1.1%
Value ($000) $17,967 Shares 433,466 Est. Cost $35.96 Unrealized -6.7%
RETAIL OPPORTUNITY INVST CORP 1.1%
Value ($000) $17,831 Shares 1,078,047 Est. Cost $16.60 Unrealized
HEI HEICO CORP 1.0%
Value ($000) $17,083 Shares 349,480 Est. Cost $28.54 Unrealized -4.5%
SOUTH STATE CORP. 1.0%
Value ($000) $15,959 Shares 207,604 Est. Cost $71.81 Unrealized
EXPO EXPONENT INC 1.0%
Value ($000) $15,742 Shares 353,269 Est. Cost $18.90 Unrealized +3.2%
ENSG THE ENSIGN GROUP INC 0.9%
Value ($000) $14,875 Shares 348,927 Est. Cost $19.24 Unrealized +14.1%
G&K SERVICES 0.9%
Value ($000) $14,460 Shares 217,050 Est. Cost $69.84 Unrealized
LFUS LITTELFUSE INC 0.9%
Value ($000) $14,383 Shares 157,794 Est. Cost $94.96 Unrealized -4.1%
FEI COMPANY 0.9%
Value ($000) $14,251 Shares 195,107 Est. Cost $76.35 Unrealized
RITCHIE BROS AUCTIONEERS 0.9%
Value ($000) $13,925 Shares 538,063 Est. Cost $26.70 Unrealized
CORE-MARK HOLDING COMPANY 0.8%
Value ($000) $13,679 Shares 208,993 Est. Cost $61.49 Unrealized
FLO FLOWERS FOODS INC 0.8%
Value ($000) $13,541 Shares 547,321 Est. Cost $15.20 Unrealized 0.0%
KWR QUAKER CHEMICAL CORP 0.8%
Value ($000) $12,723 Shares 165,066 Est. Cost $82.99 Unrealized -0.4%
EVR EVERCORE PARTNERS INC. CLASS A 0.8%
Value ($000) $12,388 Shares 246,574 Est. Cost $40.23 Unrealized +8.5%
THO THOR INDUSTRIES INC 0.7%
Value ($000) $12,089 Shares 233,385 Est. Cost $45.68 Unrealized -2.5%
SMP STANDARD MOTOR PRODUCTS 0.7%
Value ($000) $11,558 Shares 331,378 Est. Cost $37.43 Unrealized -6.8%
PB PROSPERITY BANCSHARES 0.7%
Value ($000) $11,502 Shares 234,211 Est. Cost $40.53 Unrealized -2.9%
DUPONT FABROS TECHNOLOGY INC 0.7%
Value ($000) $11,305 Shares 436,807 Est. Cost $30.67 Unrealized
MONOTYPE IMAGING HOLDINGS INC 0.7%
Value ($000) $10,830 Shares 496,340 Est. Cost $27.38 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.7%
Value ($000) $10,671 Shares 126,559 Est. Cost $14.09 Unrealized +8.3%
NRG YIELD 0.6%
Value ($000) $10,559 Shares 946,967 Est. Cost $20.93 Unrealized
SNA SNAP-ON INC 0.6%
Value ($000) $9,969 Shares 66,047 Est. Cost $117.44 Unrealized +7.0%
LAZARD LTD-CL A 0.6%
Value ($000) $9,633 Shares 222,477 Est. Cost $49.47 Unrealized
POWI POWER INTEGRATIONS, INC 0.6%
Value ($000) $9,624 Shares 228,221 Est. Cost $22.46 Unrealized -19.5%
OHI OMEGA HEALTHCARE INVESTORS 0.6%
Value ($000) $9,443 Shares 268,658 Est. Cost $34.02 Unrealized
SBRA SABRA HEALTH CARE REIT 0.6%
Value ($000) $9,391 Shares 405,145 Est. Cost $27.04 Unrealized
SEMGROUP CORPORATION CLASS A 0.6%
Value ($000) $9,131 Shares 211,178 Est. Cost $69.99 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.5%
Value ($000) $8,528 Shares 154,069 Est. Cost $44.08 Unrealized +1.7%
AIRGAS 0.5%
Value ($000) $8,298 Shares 92,887 Est. Cost $102.79 Unrealized
INNOPHOS HOLDINGS INC 0.5%
Value ($000) $8,251 Shares 208,143 Est. Cost $54.11 Unrealized
ALTRA INDUSTRIAL MOTION 0.5%
Value ($000) $8,081 Shares 349,509 Est. Cost $27.20 Unrealized
SOLERA HOLDINGS 0.5%
Value ($000) $7,957 Shares 147,337 Est. Cost $62.16 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.5%
Value ($000) $7,929 Shares 49,616 Est. Cost $139.53 Unrealized +5.2%
NDSN NORDSON CORP 0.5%
Value ($000) $7,711 Shares 122,522 Est. Cost $65.71 Unrealized -4.4%
WASTE CONNECTIONS 0.5%
Value ($000) $7,675 Shares 157,973 Est. Cost $43.99 Unrealized
HARRIS CORPORATION 0.5%
Value ($000) $7,603 Shares 103,939 Est. Cost $76.63 Unrealized
AVAGO TECHNOLOGIES LIMITED 0.5%
Value ($000) $7,426 Shares 59,397 Est. Cost $132.93 Unrealized
KANSAS CITY SOUTHERN 0.5%
Value ($000) $7,404 Shares 81,469 Est. Cost $95.32 Unrealized
XILINX 0.5%
Value ($000) $7,365 Shares 173,703 Est. Cost $46.19 Unrealized
RMD RESMED INC 0.5%
Value ($000) $7,348 Shares 144,195 Est. Cost $53.96 Unrealized -12.0%
GME GAMESTOP CORP CLASS A 0.4%
Value ($000) $7,344 Shares 178,199 Est. Cost $7.65 Unrealized +10.3%
GWW WW GRAINGER 0.4%
Value ($000) $7,339 Shares 34,133 Est. Cost $204.09 Unrealized -6.9%
DISCOVER FINANCIAL SVCS 0.4%
Value ($000) $7,281 Shares 140,052 Est. Cost $57.62 Unrealized
MOV MOVADO GROUP INC. 0.4%
Value ($000) $7,001 Shares 271,060 Est. Cost $29.54 Unrealized -12.0%
VALSPAR 0.4%
Value ($000) $6,941 Shares 96,563 Est. Cost $76.09 Unrealized
BRX BRIXMOR PROPERTY GROUP INC. 0.4%
Value ($000) $6,692 Shares 285,003 Est. Cost $23.48 Unrealized
ITC HOLDINGS CORP 0.4%
Value ($000) $6,280 Shares 188,370 Est. Cost $35.74 Unrealized
TRGP TARGA RESOURCES CORP 0.4%
Value ($000) $6,158 Shares 119,519 Est. Cost $60.40 Unrealized -27.2%
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $6,153 Shares 60,635 Est. Cost $94.93 Unrealized -2.6%
CORE LABORATORIES N.V. 0.4%
Value ($000) $6,072 Shares 60,843 Est. Cost $123.67 Unrealized
SNN SMITH & NEPHEW PLC 0.4%
Value ($000) $6,069 Shares 173,411 Est. Cost $33.95 Unrealized
ADT CORPORATION 0.4%
Value ($000) $6,043 Shares 202,105 Est. Cost $29.90 Unrealized
SUNOCO LOGISTICS PARTNERS L.P 0.4%
Value ($000) $5,980 Shares 208,655 Est. Cost $41.92 Unrealized
WADDELL & REED 0.3%
Value ($000) $5,068 Shares 145,769 Est. Cost $47.65 Unrealized
NUS NU SKIN ENTERPRISES INC - A 0.3%
Value ($000) $5,045 Shares 122,226 Est. Cost $49.95 Unrealized -39.0%
ENLINK MIDSTREAM LLC 0.2%
Value ($000) $3,584 Shares 196,082 Est. Cost $31.58 Unrealized
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $3,473 Shares 70,496 Est. Cost $67.36 Unrealized
IP INTERNATIONAL PAPER COMPANY 0.2%
Value ($000) $3,438 Shares 90,975 Est. Cost $32.43 Unrealized -16.3%
V VISA 0.2%
Value ($000) $3,280 Shares 47,083 Est. Cost $56.50 Unrealized +17.5%
ECL ECOLAB 0.2%
Value ($000) $2,575 Shares 23,475 Est. Cost $79.32 Unrealized +25.8%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value ($000) $2,489 Shares 22,807 Est. Cost $63.83 Unrealized +48.3%
AMT AMERICAN TOWER 0.1%
Value ($000) $2,325 Shares 26,426 Est. Cost $71.57 Unrealized +2.0%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $2,316 Shares 11,171 Est. Cost $77.24 Unrealized +99.3%
ARLP ALLIANCE RES PARTNERS LP 0.1%
Value ($000) $2,202 Shares 98,932 Est. Cost $42.74 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $2,013 Shares 35,417 Est. Cost $35.55 Unrealized +27.5%
KMI KINDER MORGAN 0.1%
Value ($000) $1,950 Shares 70,438 Est. Cost $20.59 Unrealized -5.1%
TIME WARNER INC NEW 0.1%
Value ($000) $1,758 Shares 25,567 Est. Cost $60.71 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,746 Shares 22,719 Est. Cost $45.94 Unrealized +17.6%
UPS UNITED PARCEL SERVICE CLASS B 0.1%
Value ($000) $1,740 Shares 17,635 Est. Cost $57.62 Unrealized +17.7%
UNP UNION PACIFIC 0.1%
Value ($000) $1,700 Shares 19,224 Est. Cost $69.10 Unrealized +4.4%
PH PARKER HANNIFIN 0.1%
Value ($000) $1,653 Shares 16,989 Est. Cost $98.64 Unrealized -7.1%
BROADCOM 0.1%
Value ($000) $1,481 Shares 28,788 Est. Cost $43.16 Unrealized
SMITH & NEPHEW PLC 0.1%
Value ($000) $1,363 Shares 78,154 Est. Cost $15.36 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $1,203 Shares 47,708 Est. Cost $23.31 Unrealized
NVO NOVO-NORDISK A/S-SPONS ADR 0.1%
Value ($000) $1,187 Shares 21,879 Est. Cost $66.28 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,098 Shares 13,661 Est. Cost $45.88 Unrealized +39.2%
FRESENIUS SE & CO.KGaA 0.1%
Value ($000) $1,083 Shares 16,144 Est. Cost $53.27 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $1,012 Shares 14,564 Est. Cost $49.06 Unrealized +3.9%
NOVO NORDISK 0.1%
Value ($000) $968 Shares 18,050 Est. Cost $46.65 Unrealized
VFC VF CORP 0.1%
Value ($000) $940 Shares 13,777 Est. Cost $65.41 Unrealized +4.7%
WFC WELLS FARGO 0.1%
Value ($000) $904 Shares 17,610 Est. Cost $41.08 Unrealized 0.0%
CMP COMPASS MINERALS INTL 0.1%
Value ($000) $894 Shares 11,403 Est. Cost $62.85 Unrealized -5.3%
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $877 Shares 12,454 Est. Cost $88.71 Unrealized
CMI CUMMINS 0.1%
Value ($000) $876 Shares 8,073 Est. Cost $87.63 Unrealized +6.0%
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $846 Shares 14,897 Est. Cost $41.89 Unrealized +14.9%
SHIRE PLC 0.1%
Value ($000) $820 Shares 12,019 Est. Cost $68.23 Unrealized
PRGO PERRIGO COMPANY 0.0%
Value ($000) $786 Shares 5,000 Est. Cost $183.44 Unrealized 0.0%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $721 Shares 11,806 Est. Cost $73.98 Unrealized -7.9%
BLACKROCK INC 0.0%
Value ($000) $690 Shares 2,320 Est. Cost $353.89 Unrealized
BA BOEING CO 0.0%
Value ($000) $684 Shares 5,224 Est. Cost $123.33 Unrealized 0.0%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $627 Shares 25,170 Est. Cost $51.51 Unrealized
CAPITA PLC 0.0%
Value ($000) $615 Shares 33,946 Est. Cost $16.70 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $604 Shares 5,476 Est. Cost $26.84 Unrealized -2.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $601 Shares 8,081 Est. Cost $53.33 Unrealized -8.0%
ACE LTD 0.0%
Value ($000) $589 Shares 5,698 Est. Cost $113.34 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $483 Shares 8,000 Est. Cost $85.88 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $482 Shares 8,868 Est. Cost $44.45 Unrealized +28.5%
SAFRAN SA 0.0%
Value ($000) $438 Shares 5,818 Est. Cost $69.68 Unrealized
TECHTRONIC INDUSTRIES CO LTD 0.0%
Value ($000) $389 Shares 105,500 Est. Cost $3.28 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $343 Shares 3,672 Est. Cost $59.66 Unrealized +21.5%
RECKITT BENCKISER GROUP PLC 0.0%
Value ($000) $326 Shares 3,600 Est. Cost $78.58 Unrealized
CLOSE BROTHERS GROUP PLC 0.0%
Value ($000) $324 Shares 14,335 Est. Cost $23.54 Unrealized
KERRY GROUP PLC CLASS A 0.0%
Value ($000) $314 Shares 4,183 Est. Cost $69.42 Unrealized
PADDY POWER PLC 0.0%
Value ($000) $311 Shares 2,700 Est. Cost $85.56 Unrealized
SIGMA-ALDRICH 0.0%
Value ($000) $309 Shares 2,227 Est. Cost $106.16 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $307 Shares 5,636 Est. Cost $26.93 Unrealized +57.9%
FUJI HEAVY INDUSTRIES LTD 0.0%
Value ($000) $300 Shares 8,400 Est. Cost $33.28 Unrealized
T AT&T 0.0%
Value ($000) $296 Shares 9,073 Est. Cost $12.27 Unrealized 0.0%
APACHE CORP 0.0%
Value ($000) $261 Shares 6,666 Est. Cost $83.86 Unrealized
PFE PFIZER 0.0%
Value ($000) $260 Shares 8,262 Est. Cost $16.79 Unrealized +22.7%
MSFT MICROSOFT 0.0%
Value ($000) $254 Shares 5,751 Est. Cost $38.92 Unrealized 0.0%
INVESCO LTD 0.0%
Value ($000) $250 Shares 8,000 Est. Cost $39.50 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $249 Shares 2,525 Est. Cost $71.77 Unrealized +5.0%
INGENICO SA 0.0%
Value ($000) $235 Shares 1,947 Est. Cost $110.83 Unrealized
SAWAI PHARMACEUTICALS CO LTD 0.0%
Value ($000) $220 Shares 3,800 Est. Cost $58.49 Unrealized
UGI UGI CORP 0.0%
Value ($000) $215 Shares 6,184 Est. Cost $36.30 Unrealized -3.8%
MMM 3M COMPANY 0.0%
Value ($000) $213 Shares 1,500 Est. Cost $72.67 Unrealized +20.4%