Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $1,459,377 (100.0% shares, 0.0% debt)

Holdings (158)

CASY CASEY'S GENERAL STORES 3.2%
Value ($000) $46,598 Shares 411,199 Est. Cost $77.17 Unrealized +34.9%
BANK OF THE OZARKS 2.5%
Value ($000) $36,797 Shares 876,736 Est. Cost $40.42 Unrealized
JKHY JACK HENRY AND ASSOCIATES INC 2.3%
Value ($000) $33,639 Shares 397,769 Est. Cost $55.83 Unrealized +27.7%
1741046D STERIS CORP 2.2%
Value ($000) $32,009 Shares 450,517 Est. Cost $75.28 Unrealized
CHD CHURCH AND DWIGHT 2.1%
Value ($000) $30,504 Shares 330,921 Est. Cost $29.48 Unrealized +30.2%
ITC HOLDINGS CORP 2.0%
Value ($000) $29,664 Shares 680,853 Est. Cost $38.29 Unrealized
POOL POOL CORP 1.8%
Value ($000) $25,999 Shares 296,323 Est. Cost $57.25 Unrealized +25.3%
IFF INTL FLAVORS AND FRAGRANCES 1.6%
Value ($000) $22,831 Shares 200,676 Est. Cost $87.30 Unrealized +0.5%
CEB INC. 1.6%
Value ($000) $22,648 Shares 349,882 Est. Cost $85.19 Unrealized
HEARTLAND PAYMENT SYSTEMS 1.5%
Value ($000) $22,511 Shares 233,109 Est. Cost $62.08 Unrealized
RETAIL OPPORTUNITY INVST CORP 1.5%
Value ($000) $22,172 Shares 1,102,005 Est. Cost $16.65 Unrealized
HEI HEICO CORP 1.5%
Value ($000) $21,521 Shares 357,898 Est. Cost $28.45 Unrealized +1.0%
ZD J2 GLOBAL COMMUNICATIONS 1.5%
Value ($000) $21,403 Shares 347,574 Est. Cost $58.53 Unrealized +3.4%
HCSG HEALTHCARE SERVICES GROUP 1.5%
Value ($000) $21,224 Shares 576,584 Est. Cost $31.41 Unrealized +10.6%
CHDN CHURCHILL DOWNS INC 1.4%
Value ($000) $21,026 Shares 142,186 Est. Cost $17.41 Unrealized +25.4%
CVS CVS HEALTH CORP 1.4%
Value ($000) $20,938 Shares 201,852 Est. Cost $44.22 Unrealized +63.7%
WEC WEC ENERGY GROUP 1.4%
Value ($000) $20,747 Shares 345,374 Est. Cost $37.06 Unrealized +9.9%
NEU NEWMARKET 1.4%
Value ($000) $20,393 Shares 51,462 Est. Cost $288.15 Unrealized +5.2%
HEALTHSOUTH CORP 1.4%
Value ($000) $20,193 Shares 536,626 Est. Cost $38.22 Unrealized
HOMB HOME BANCSHARES 1.4%
Value ($000) $20,093 Shares 490,663 Est. Cost $16.77 Unrealized +17.2%
LFUS LITTELFUSE INC 1.4%
Value ($000) $19,921 Shares 161,813 Est. Cost $95.30 Unrealized +15.6%
JJSF J AND J SNACK FOODS 1.3%
Value ($000) $19,262 Shares 177,891 Est. Cost $88.31 Unrealized +3.4%
NEE NEXTERA ENERGY 1.3%
Value ($000) $18,877 Shares 159,511 Est. Cost $19.66 Unrealized +10.9%
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $18,793 Shares 347,506 Est. Cost $27.16 Unrealized +10.6%
KR KROGER 1.3%
Value ($000) $18,719 Shares 489,377 Est. Cost $27.29 Unrealized +15.8%
CHE CHEMED CORP 1.3%
Value ($000) $18,706 Shares 138,103 Est. Cost $91.70 Unrealized +41.8%
EXPO EXPONENT INC 1.3%
Value ($000) $18,603 Shares 364,702 Est. Cost $19.10 Unrealized +12.9%
ES EVERSOURCE ENERGY 1.3%
Value ($000) $18,382 Shares 315,091 Est. Cost $36.11 Unrealized +7.6%
COST COSTCO WHOLESALE 1.2%
Value ($000) $18,190 Shares 115,430 Est. Cost $99.32 Unrealized +28.6%
HRL HORMEL FOODS 1.2%
Value ($000) $18,182 Shares 420,482 Est. Cost $27.41 Unrealized +19.5%
DUPONT FABROS TECHNOLOGY INC 1.2%
Value ($000) $18,032 Shares 444,904 Est. Cost $30.72 Unrealized
FEI COMPANY 1.2%
Value ($000) $17,809 Shares 200,078 Est. Cost $76.49 Unrealized
AWR AMERICAN STATES WATER COMPANY 1.2%
Value ($000) $17,762 Shares 451,259 Est. Cost $29.88 Unrealized +17.2%
CORE-MARK HOLDING COMPANY 1.2%
Value ($000) $17,400 Shares 213,339 Est. Cost $62.30 Unrealized
ENSG THE ENSIGN GROUP INC 1.1%
Value ($000) $16,225 Shares 716,631 Est. Cost $19.72 Unrealized -4.2%
G AND K SERVICES 1.1%
Value ($000) $16,206 Shares 221,240 Est. Cost $69.63 Unrealized
MO ALTRIA GROUP INC 1.1%
Value ($000) $16,203 Shares 258,589 Est. Cost $26.87 Unrealized +15.7%
SKT TANGER FACTORY OUTLET CENTERS 1.1%
Value ($000) $15,743 Shares 432,610 Est. Cost $32.70 Unrealized
DR PEPPER SNAPPLE GROUP INC 1.1%
Value ($000) $15,661 Shares 175,134 Est. Cost $78.29 Unrealized
LAD LITHIA MOTORS INC 1.1%
Value ($000) $15,581 Shares 178,413 Est. Cost $92.37 Unrealized -7.0%
THO THOR INDUSTRIES INC 1.0%
Value ($000) $15,247 Shares 239,100 Est. Cost $45.68 Unrealized -1.3%
RITCHIE BROS AUCTIONEERS 1.0%
Value ($000) $14,773 Shares 545,540 Est. Cost $26.63 Unrealized
SOUTH STATE CORP. 1.0%
Value ($000) $14,638 Shares 227,893 Est. Cost $71.83 Unrealized
KWR QUAKER CHEMICAL CORP 1.0%
Value ($000) $14,467 Shares 170,480 Est. Cost $82.89 Unrealized -8.0%
EAT BRINKER INTL 1.0%
Value ($000) $14,145 Shares 307,815 Est. Cost $41.88 Unrealized -0.8%
EVR EVERCORE PARTNERS INC. CLASS A 0.9%
Value ($000) $13,029 Shares 251,774 Est. Cost $40.35 Unrealized -4.5%
NRG YIELD 0.9%
Value ($000) $12,852 Shares 947,059 Est. Cost $20.79 Unrealized
ROST ROSS STORES 0.9%
Value ($000) $12,850 Shares 221,935 Est. Cost $44.68 Unrealized +12.7%
SXI STANDEX INTERNATIONAL CORPORAT 0.9%
Value ($000) $12,734 Shares 163,660 Est. Cost $82.73 Unrealized -12.3%
BROADCOM LIMITED 0.8%
Value ($000) $12,388 Shares 80,183 Est. Cost $145.15 Unrealized
WASTE CONNECTIONS 0.8%
Value ($000) $12,350 Shares 191,196 Est. Cost $46.65 Unrealized
MONOTYPE IMAGING HOLDINGS INC 0.8%
Value ($000) $12,259 Shares 512,499 Est. Cost $27.22 Unrealized
SMP STANDARD MOTOR PRODUCTS 0.8%
Value ($000) $11,853 Shares 342,071 Est. Cost $37.55 Unrealized -8.1%
NWE NORTHWESTERN CORPORATION 0.8%
Value ($000) $11,631 Shares 188,357 Est. Cost $37.10 Unrealized +3.3%
UGI UGI CORP 0.8%
Value ($000) $11,612 Shares 288,205 Est. Cost $34.93 Unrealized +3.8%
POWI POWER INTEGRATIONS, INC 0.8%
Value ($000) $11,586 Shares 233,309 Est. Cost $22.45 Unrealized -6.9%
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $11,316 Shares 125,099 Est. Cost $14.65 Unrealized +0.5%
AIRGAS 0.8%
Value ($000) $11,235 Shares 79,317 Est. Cost $102.79 Unrealized
ABAXIS, INC 0.8%
Value ($000) $10,947 Shares 241,174 Est. Cost $45.39 Unrealized
SNA SNAP-ON INC 0.7%
Value ($000) $10,146 Shares 64,630 Est. Cost $117.44 Unrealized +3.0%
OHI OMEGA HEALTHCARE INVESTORS 0.7%
Value ($000) $10,030 Shares 284,136 Est. Cost $34.09 Unrealized
ALTRA INDUSTRIAL MOTION 0.7%
Value ($000) $10,029 Shares 361,016 Est. Cost $27.10 Unrealized
VALSPAR 0.7%
Value ($000) $9,938 Shares 92,858 Est. Cost $76.09 Unrealized
MKC MCCORMICK AND CO 0.7%
Value ($000) $9,798 Shares 98,497 Est. Cost $34.81 Unrealized +7.1%
DISCOVER FINANCIAL SVCS 0.6%
Value ($000) $9,427 Shares 185,130 Est. Cost $56.02 Unrealized
WYNDHAM WORLDWIDE 0.6%
Value ($000) $9,291 Shares 121,562 Est. Cost $80.08 Unrealized
SCRIPPS NETWORKS INTER-CL A 0.6%
Value ($000) $9,054 Shares 138,241 Est. Cost $60.64 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value ($000) $8,921 Shares 150,430 Est. Cost $46.00 Unrealized +0.0%
NDSN NORDSON CORP 0.6%
Value ($000) $8,909 Shares 117,159 Est. Cost $65.71 Unrealized -9.6%
PB PROSPERITY BANCSHARES 0.6%
Value ($000) $8,737 Shares 188,333 Est. Cost $40.53 Unrealized -21.4%
AMP AMERIPRISE FINANCIAL INC 0.6%
Value ($000) $8,615 Shares 91,644 Est. Cost $70.79 Unrealized +2.9%
DGX QUEST DIAGNOSTICS 0.6%
Value ($000) $8,470 Shares 118,538 Est. Cost $58.64 Unrealized -6.0%
SBRA SABRA HEALTH CARE REIT 0.6%
Value ($000) $8,405 Shares 418,352 Est. Cost $26.76 Unrealized
XILINX 0.6%
Value ($000) $8,136 Shares 171,537 Est. Cost $46.19 Unrealized
ADT CORPORATION 0.6%
Value ($000) $8,114 Shares 196,655 Est. Cost $29.90 Unrealized
RMD RESMED INC 0.6%
Value ($000) $8,107 Shares 140,215 Est. Cost $53.96 Unrealized -6.5%
HARRIS CORPORATION 0.5%
Value ($000) $7,900 Shares 101,459 Est. Cost $83.20 Unrealized
MOV MOVADO GROUP INC. 0.5%
Value ($000) $7,714 Shares 280,205 Est. Cost $29.38 Unrealized -8.9%
FDS FACTSET RESEARCH SYSTEMS INC 0.5%
Value ($000) $7,418 Shares 48,954 Est. Cost $147.03 Unrealized -8.4%
NJR NEW JERSEY RESOURCES 0.5%
Value ($000) $7,136 Shares 195,876 Est. Cost $22.46 Unrealized +11.3%
BRX BRIXMOR PROPERTY GROUP INC. 0.5%
Value ($000) $7,078 Shares 276,275 Est. Cost $23.48 Unrealized
SWX SOUTHWEST GAS 0.5%
Value ($000) $7,064 Shares 107,276 Est. Cost $57.72 Unrealized +4.4%
KANSAS CITY SOUTHERN 0.5%
Value ($000) $6,600 Shares 77,233 Est. Cost $95.32 Unrealized
CORE LABORATORIES N.V. 0.4%
Value ($000) $6,565 Shares 58,400 Est. Cost $123.67 Unrealized
SNN SMITH AND NEPHEW PLC 0.4%
Value ($000) $6,431 Shares 193,016 Est. Cost $34.16 Unrealized
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $5,840 Shares 51,343 Est. Cost $94.93 Unrealized -11.5%
PII POLARIS INDUSTRIES 0.4%
Value ($000) $5,833 Shares 59,226 Est. Cost $117.02 Unrealized -25.9%
LAZARD LTD-CL A 0.4%
Value ($000) $5,691 Shares 146,681 Est. Cost $49.47 Unrealized
CCI CROWN CASTLE INTL 0.4%
Value ($000) $5,671 Shares 65,561 Est. Cost $56.09 Unrealized 0.0%
COR AMERISOURCEBERGEN 0.3%
Value ($000) $5,062 Shares 58,487 Est. Cost $77.49 Unrealized -14.5%
EFX EQUIFAX INC 0.3%
Value ($000) $4,183 Shares 36,599 Est. Cost $95.83 Unrealized 0.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $4,139 Shares 55,187 Est. Cost $58.21 Unrealized +1.2%
SUNOCO LOGISTICS PARTNERS L.P 0.3%
Value ($000) $4,066 Shares 162,166 Est. Cost $41.92 Unrealized
HD HOME DEPOT 0.3%
Value ($000) $3,744 Shares 28,057 Est. Cost $66.72 Unrealized +47.4%
V VISA 0.3%
Value ($000) $3,700 Shares 48,387 Est. Cost $69.15 Unrealized -1.9%
EXPE EXPEDIA INC 0.3%
Value ($000) $3,689 Shares 34,217 Est. Cost $101.36 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,641 Shares 28,244 Est. Cost $64.70 Unrealized +56.0%
CMCSA COMCAST 0.2%
Value ($000) $3,603 Shares 58,995 Est. Cost $23.76 Unrealized -4.3%
IP INTERNATIONAL PAPER COMPANY 0.2%
Value ($000) $3,493 Shares 85,114 Est. Cost $32.43 Unrealized -29.7%
NVO NOVO-NORDISK A/S-SPONS ADR 0.2%
Value ($000) $3,455 Shares 63,762 Est. Cost $58.40 Unrealized
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $3,293 Shares 52,610 Est. Cost $67.36 Unrealized
TEVA TEVA PHARMACEUTICAL 0.2%
Value ($000) $3,205 Shares 59,894 Est. Cost $55.54 Unrealized
NIELSEN HOLDINGS PLC 0.2%
Value ($000) $3,024 Shares 57,426 Est. Cost $52.66 Unrealized
CAH CARDINAL HEALTH 0.2%
Value ($000) $3,002 Shares 36,628 Est. Cost $38.67 Unrealized +58.2%
SBUX STARBUCKS 0.2%
Value ($000) $3,002 Shares 50,276 Est. Cost $39.19 Unrealized +21.0%
AMT AMERICAN TOWER 0.2%
Value ($000) $2,892 Shares 28,244 Est. Cost $71.81 Unrealized +1.9%
ECL ECOLAB 0.2%
Value ($000) $2,819 Shares 25,286 Est. Cost $80.95 Unrealized +17.8%
AMGN AMGEN 0.2%
Value ($000) $2,661 Shares 17,747 Est. Cost $117.21 Unrealized -5.5%
LMT LOCKHEED MARTIN 0.2%
Value ($000) $2,632 Shares 11,882 Est. Cost $82.51 Unrealized +100.2%
WFC WELLS FARGO 0.2%
Value ($000) $2,505 Shares 51,793 Est. Cost $40.21 Unrealized -7.7%
BA BOEING CO 0.2%
Value ($000) $2,382 Shares 18,764 Est. Cost $121.82 Unrealized -8.2%
AAPL APPLE INC 0.2%
Value ($000) $2,359 Shares 21,642 Est. Cost $25.73 Unrealized -12.4%
DIS DISNEY WALT 0.2%
Value ($000) $2,357 Shares 23,740 Est. Cost $96.52 Unrealized -7.8%
BLACKROCK INC 0.2%
Value ($000) $2,306 Shares 6,771 Est. Cost $345.09 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $2,072 Shares 23,928 Est. Cost $46.55 Unrealized +20.3%
UNP UNION PACIFIC 0.1%
Value ($000) $1,685 Shares 21,172 Est. Cost $68.81 Unrealized -9.9%
KERRY GROUP PLC CLASS A 0.1%
Value ($000) $1,580 Shares 16,995 Est. Cost $79.78 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $1,507 Shares 12,652 Est. Cost $95.14 Unrealized +1.0%
IMPERIAL BRANDS PLC 0.1%
Value ($000) $1,358 Shares 24,466 Est. Cost $52.87 Unrealized
ALIMENTATION COUCHE-TARD INC 0.1%
Value ($000) $1,293 Shares 28,942 Est. Cost $43.85 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $1,233 Shares 38,781 Est. Cost $23.31 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,204 Shares 13,423 Est. Cost $45.88 Unrealized +47.5%
SAB MILLERPLC 0.1%
Value ($000) $1,052 Shares 17,206 Est. Cost $61.14 Unrealized
SMITH & NEPHEW PLC 0.1%
Value ($000) $940 Shares 56,922 Est. Cost $15.99 Unrealized
MERCK KGAA 0.1%
Value ($000) $879 Shares 10,521 Est. Cost $83.55 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $864 Shares 13,827 Est. Cost $41.89 Unrealized +11.5%
VFC VF CORP 0.1%
Value ($000) $853 Shares 13,169 Est. Cost $65.41 Unrealized -11.2%
PADDY POWER BETFAIR PLC 0.1%
Value ($000) $755 Shares 5,411 Est. Cost $139.53 Unrealized
NOVARTIS AG 0.1%
Value ($000) $733 Shares 10,072 Est. Cost $72.78 Unrealized
CAPITA PLC 0.0%
Value ($000) $620 Shares 41,327 Est. Cost $16.40 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $620 Shares 7,415 Est. Cost $53.26 Unrealized -2.4%
FRESENIUS SE & CO.KGaA 0.0%
Value ($000) $584 Shares 7,987 Est. Cost $73.12 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $582 Shares 9,928 Est. Cost $45.72 Unrealized +10.3%
COCA COLA ENTERPRISES INC 0.0%
Value ($000) $565 Shares 11,136 Est. Cost $49.22 Unrealized
TECHTRONIC INDUSTRIES CO LTD 0.0%
Value ($000) $437 Shares 110,600 Est. Cost $3.90 Unrealized
SAFRAN SA 0.0%
Value ($000) $402 Shares 5,755 Est. Cost $69.68 Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $397 Shares 3,672 Est. Cost $59.66 Unrealized +32.0%
ANADARKO PETE CORP 0.0%
Value ($000) $373 Shares 8,000 Est. Cost $85.88 Unrealized
RECKITT BENCKISER GROUP PLC 0.0%
Value ($000) $349 Shares 3,600 Est. Cost $78.58 Unrealized
GWW WW GRAINGER 0.0%
Value ($000) $338 Shares 1,451 Est. Cost $204.09 Unrealized -12.1%
APACHE CORP 0.0%
Value ($000) $325 Shares 6,666 Est. Cost $83.86 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $323 Shares 2,570 Est. Cost $72.16 Unrealized +30.2%
ABBV ABBVIE INC 0.0%
Value ($000) $322 Shares 5,636 Est. Cost $26.93 Unrealized +37.8%
FUJI HEAVY INDUSTRIES LTD 0.0%
Value ($000) $297 Shares 8,400 Est. Cost $40.02 Unrealized
PADDY POWER BETFAIR PLC 0.0%
Value ($000) $282 Shares 2,025 Est. Cost $139.26 Unrealized
CLOSE BROTHERS GROUP PLC 0.0%
Value ($000) $274 Shares 15,073 Est. Cost $23.38 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $263 Shares 3,354 Est. Cost $22.25 Unrealized +42.0%
ROYAL MAIL PLC 0.0%
Value ($000) $262 Shares 37,805 Est. Cost $6.93 Unrealized
NKE NIKE 0.0%
Value ($000) $258 Shares 4,192 Est. Cost $51.22 Unrealized +3.9%
MMM 3M COMPANY 0.0%
Value ($000) $250 Shares 1,500 Est. Cost $72.67 Unrealized +27.7%
INVESCO LTD 0.0%
Value ($000) $246 Shares 8,000 Est. Cost $39.50 Unrealized
PFE PFIZER 0.0%
Value ($000) $245 Shares 8,262 Est. Cost $16.79 Unrealized +11.2%
MSFT MICROSOFT 0.0%
Value ($000) $244 Shares 4,406 Est. Cost $38.92 Unrealized +18.4%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $243 Shares 2,477 Est. Cost $52.28 Unrealized +6.9%
PH PARKER HANNIFIN 0.0%
Value ($000) $233 Shares 2,100 Est. Cost $98.64 Unrealized -12.9%
INTU INTUIT 0.0%
Value ($000) $230 Shares 2,209 Est. Cost $89.36 Unrealized +0.2%
AIA GROUP LIMITED 0.0%
Value ($000) $229 Shares 40,400 Est. Cost $6.01 Unrealized
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $215 Shares 2,430 Est. Cost $57.33 Unrealized 0.0%