Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $1,453,967 (100.0% shares, 0.0% debt)

Holdings (164)

CASY CASEY'S GENERAL STORES 4.0%
Value ($000) $57,910 Shares 440,348 Est. Cost $79.22 Unrealized +36.6%
JKHY JACK HENRY AND ASSOCIATES INC 2.3%
Value ($000) $34,002 Shares 389,619 Est. Cost $55.83 Unrealized +33.4%
BANK OF THE OZARKS 2.2%
Value ($000) $32,470 Shares 865,403 Est. Cost $40.42 Unrealized
1741046D STERIS CORP 2.1%
Value ($000) $30,683 Shares 446,301 Est. Cost $75.28 Unrealized
POOL POOL CORP 1.9%
Value ($000) $27,787 Shares 295,514 Est. Cost $57.25 Unrealized +40.6%
ITC HOLDINGS CORP 1.9%
Value ($000) $27,726 Shares 592,184 Est. Cost $38.29 Unrealized
CHD CHURCH AND DWIGHT 1.8%
Value ($000) $25,451 Shares 247,362 Est. Cost $29.48 Unrealized +44.4%
IFF INTL FLAVORS AND FRAGRANCES 1.7%
Value ($000) $24,071 Shares 190,930 Est. Cost $87.30 Unrealized +11.7%
SKT TANGER FACTORY OUTLET CENTERS 1.6%
Value ($000) $23,966 Shares 596,460 Est. Cost $34.75 Unrealized
HEI HEICO CORP 1.6%
Value ($000) $23,842 Shares 356,865 Est. Cost $28.45 Unrealized +13.6%
HCSG HEALTHCARE SERVICES GROUP 1.6%
Value ($000) $23,780 Shares 574,677 Est. Cost $31.41 Unrealized +22.2%
RETAIL OPPORTUNITY INVST CORP 1.6%
Value ($000) $23,752 Shares 1,096,070 Est. Cost $16.65 Unrealized
HEALTHSOUTH CORP 1.6%
Value ($000) $23,592 Shares 607,726 Est. Cost $38.29 Unrealized
ZD J2 GLOBAL COMMUNICATIONS 1.5%
Value ($000) $21,870 Shares 346,205 Est. Cost $58.53 Unrealized -4.9%
CVS CVS HEALTH CORP 1.5%
Value ($000) $21,586 Shares 225,461 Est. Cost $47.39 Unrealized +57.2%
EXPO EXPONENT INC 1.5%
Value ($000) $21,362 Shares 365,728 Est. Cost $19.10 Unrealized +22.0%
KR KROGER 1.5%
Value ($000) $21,215 Shares 576,627 Est. Cost $27.63 Unrealized +7.0%
JJSF J AND J SNACK FOODS 1.5%
Value ($000) $21,146 Shares 177,289 Est. Cost $88.31 Unrealized +1.9%
DUPONT FABROS TECHNOLOGY INC 1.4%
Value ($000) $20,986 Shares 441,432 Est. Cost $30.72 Unrealized
NEU NEWMARKET 1.4%
Value ($000) $20,832 Shares 50,273 Est. Cost $288.15 Unrealized +16.0%
HOMB HOME BANCSHARES 1.4%
Value ($000) $19,960 Shares 1,008,629 Est. Cost $18.92 Unrealized +10.8%
CORE-MARK HOLDING COMPANY 1.4%
Value ($000) $19,882 Shares 424,294 Est. Cost $54.62 Unrealized
AWR AMERICAN STATES WATER COMPANY 1.3%
Value ($000) $19,624 Shares 447,835 Est. Cost $29.88 Unrealized +12.2%
ENSG THE ENSIGN GROUP INC 1.3%
Value ($000) $19,579 Shares 931,908 Est. Cost $19.60 Unrealized -2.0%
COST COSTCO WHOLESALE 1.3%
Value ($000) $19,504 Shares 124,206 Est. Cost $101.35 Unrealized +26.3%
WEC WEC ENERGY GROUP 1.3%
Value ($000) $19,385 Shares 296,857 Est. Cost $37.06 Unrealized +19.0%
LFUS LITTELFUSE INC 1.3%
Value ($000) $19,066 Shares 161,318 Est. Cost $95.30 Unrealized +22.1%
NRG YIELD 1.3%
Value ($000) $18,762 Shares 1,232,738 Est. Cost $19.50 Unrealized
CHE CHEMED CORP 1.3%
Value ($000) $18,758 Shares 137,612 Est. Cost $91.70 Unrealized +39.4%
RITCHIE BROS AUCTIONEERS 1.3%
Value ($000) $18,201 Shares 538,806 Est. Cost $26.63 Unrealized
NEE NEXTERA ENERGY 1.2%
Value ($000) $17,654 Shares 135,386 Est. Cost $19.66 Unrealized +19.4%
MO ALTRIA GROUP INC 1.2%
Value ($000) $17,555 Shares 254,576 Est. Cost $26.87 Unrealized +23.6%
ABAXIS, INC 1.2%
Value ($000) $16,864 Shares 357,070 Est. Cost $45.99 Unrealized
G AND K SERVICES 1.2%
Value ($000) $16,817 Shares 219,626 Est. Cost $69.63 Unrealized
DR PEPPER SNAPPLE GROUP INC 1.1%
Value ($000) $16,704 Shares 172,864 Est. Cost $78.29 Unrealized
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $16,568 Shares 296,717 Est. Cost $27.16 Unrealized +15.9%
ES EVERSOURCE ENERGY 1.1%
Value ($000) $15,942 Shares 266,135 Est. Cost $36.11 Unrealized +12.4%
SOUTH STATE CORP. 1.1%
Value ($000) $15,457 Shares 227,139 Est. Cost $71.83 Unrealized
THO THOR INDUSTRIES INC 1.1%
Value ($000) $15,416 Shares 238,125 Est. Cost $45.68 Unrealized +15.8%
KWR QUAKER CHEMICAL CORP 1.0%
Value ($000) $15,249 Shares 170,953 Est. Cost $82.89 Unrealized +5.0%
CEB INC. 1.0%
Value ($000) $14,795 Shares 239,866 Est. Cost $85.19 Unrealized
EAT BRINKER INTL 1.0%
Value ($000) $13,894 Shares 305,153 Est. Cost $41.88 Unrealized -5.2%
SMP STANDARD MOTOR PRODUCTS 0.9%
Value ($000) $13,648 Shares 343,094 Est. Cost $37.55 Unrealized -2.4%
SXI STANDEX INTERNATIONAL CORPORAT 0.9%
Value ($000) $13,553 Shares 164,017 Est. Cost $82.73 Unrealized -0.9%
WCN WASTE CONNECTIONS INC 0.9%
Value ($000) $13,488 Shares 187,207 Est. Cost $42.53 Unrealized 0.0%
MONOTYPE IMAGING HOLDINGS INC 0.9%
Value ($000) $12,654 Shares 513,756 Est. Cost $27.22 Unrealized
LAD LITHIA MOTORS INC 0.9%
Value ($000) $12,618 Shares 177,543 Est. Cost $92.37 Unrealized -13.2%
SBRA SABRA HEALTH CARE REIT 0.8%
Value ($000) $12,058 Shares 584,325 Est. Cost $25.02 Unrealized
ROST ROSS STORES 0.8%
Value ($000) $12,006 Shares 211,793 Est. Cost $44.68 Unrealized +13.0%
BROADCOM LIMITED 0.8%
Value ($000) $11,898 Shares 76,562 Est. Cost $145.15 Unrealized
CHDN CHURCHILL DOWNS INC 0.8%
Value ($000) $11,829 Shares 93,617 Est. Cost $17.41 Unrealized +20.9%
POWI POWER INTEGRATIONS, INC 0.8%
Value ($000) $11,615 Shares 231,968 Est. Cost $22.45 Unrealized -0.9%
UGI UGI CORP 0.8%
Value ($000) $11,360 Shares 251,055 Est. Cost $34.93 Unrealized +20.6%
EVR EVERCORE PARTNERS INC. CLASS A 0.8%
Value ($000) $11,057 Shares 250,213 Est. Cost $40.35 Unrealized +0.1%
FIX COMFORT SYSTEMS USA, INC. 0.7%
Value ($000) $10,886 Shares 334,225 Est. Cost $29.94 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.7%
Value ($000) $10,868 Shares 119,194 Est. Cost $14.65 Unrealized +9.4%
HRL HORMEL FOODS 0.7%
Value ($000) $10,710 Shares 292,610 Est. Cost $27.41 Unrealized +7.7%
PZZA PAPA JOHNS INTERNATIONAL INC 0.7%
Value ($000) $10,610 Shares 156,035 Est. Cost $49.58 Unrealized 0.0%
RHP RYMAN HOSPITALITY PPTYS INC 0.7%
Value ($000) $10,517 Shares 207,641 Est. Cost $50.65 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS PL 0.7%
Value ($000) $10,028 Shares 280,986 Est. Cost $28.83 Unrealized 0.0%
SNA SNAP-ON INC 0.7%
Value ($000) $9,631 Shares 61,021 Est. Cost $117.44 Unrealized +7.1%
DISCOVER FINANCIAL SVCS 0.6%
Value ($000) $9,415 Shares 175,689 Est. Cost $56.02 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.6%
Value ($000) $9,305 Shares 274,062 Est. Cost $34.09 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value ($000) $9,279 Shares 142,303 Est. Cost $46.00 Unrealized +14.2%
DGX QUEST DIAGNOSTICS 0.6%
Value ($000) $9,194 Shares 112,938 Est. Cost $58.64 Unrealized +7.4%
NDSN NORDSON CORP 0.6%
Value ($000) $9,154 Shares 109,484 Est. Cost $65.71 Unrealized +10.8%
RMD RESMED INC 0.6%
Value ($000) $8,313 Shares 131,480 Est. Cost $53.96 Unrealized -2.1%
WYNDHAM WORLDWIDE 0.6%
Value ($000) $8,178 Shares 114,814 Est. Cost $80.08 Unrealized
INTU INTUIT 0.6%
Value ($000) $8,138 Shares 72,914 Est. Cost $97.01 Unrealized +0.2%
SCRIPPS NETWORKS INTER-CL A 0.6%
Value ($000) $8,043 Shares 129,159 Est. Cost $60.64 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.5%
Value ($000) $7,983 Shares 88,849 Est. Cost $70.79 Unrealized +11.9%
HARRIS CORPORATION 0.5%
Value ($000) $7,947 Shares 95,252 Est. Cost $83.20 Unrealized
XILINX 0.5%
Value ($000) $7,489 Shares 162,342 Est. Cost $46.19 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.5%
Value ($000) $7,473 Shares 46,292 Est. Cost $147.03 Unrealized -4.8%
WALGREEN BOOTS ALLIANCE 0.5%
Value ($000) $7,171 Shares 86,116 Est. Cost $83.27 Unrealized
SCI SERVICE CORPORATION INTERNATIO 0.5%
Value ($000) $7,115 Shares 263,119 Est. Cost $26.38 Unrealized 0.0%
BRX BRIXMOR PROPERTY GROUP INC. 0.5%
Value ($000) $6,850 Shares 258,900 Est. Cost $23.48 Unrealized
SWX SOUTHWEST GAS 0.5%
Value ($000) $6,720 Shares 85,373 Est. Cost $57.72 Unrealized +19.7%
EXPE EXPEDIA INC 0.5%
Value ($000) $6,713 Shares 63,154 Est. Cost $102.37 Unrealized +1.2%
KANSAS CITY SOUTHERN 0.5%
Value ($000) $6,620 Shares 73,482 Est. Cost $95.32 Unrealized
ROK ROCKWELL AUTOMATION 0.5%
Value ($000) $6,547 Shares 57,016 Est. Cost $94.98 Unrealized +0.5%
CCI CROWN CASTLE INTL 0.4%
Value ($000) $6,291 Shares 62,024 Est. Cost $56.09 Unrealized +8.2%
SHW SHERWIN WILLIAMS 0.4%
Value ($000) $6,233 Shares 21,225 Est. Cost $89.15 Unrealized 0.0%
SNN SMITH AND NEPHEW PLC 0.4%
Value ($000) $6,183 Shares 180,154 Est. Cost $34.16 Unrealized
NJR NEW JERSEY RESOURCES 0.4%
Value ($000) $6,041 Shares 156,710 Est. Cost $22.46 Unrealized +16.7%
NIELSEN HOLDINGS PLC 0.4%
Value ($000) $5,970 Shares 114,866 Est. Cost $52.32 Unrealized
PB PROSPERITY BANCSHARES 0.4%
Value ($000) $5,791 Shares 113,570 Est. Cost $40.53 Unrealized -5.7%
COR AMERISOURCEBERGEN 0.4%
Value ($000) $5,384 Shares 67,872 Est. Cost $75.06 Unrealized -20.2%
NEENAH PAPER INC. 0.4%
Value ($000) $5,253 Shares 72,592 Est. Cost $72.36 Unrealized
PII POLARIS INDUSTRIES 0.3%
Value ($000) $4,815 Shares 58,894 Est. Cost $117.02 Unrealized -24.3%
EFX EQUIFAX INC 0.3%
Value ($000) $4,405 Shares 34,309 Est. Cost $95.83 Unrealized +15.5%
PHILLIPS 66 PARTNERS LP 0.3%
Value ($000) $4,381 Shares 78,409 Est. Cost $63.58 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $4,335 Shares 49,963 Est. Cost $58.21 Unrealized +9.1%
SUNOCO LOGISTICS PARTNERS L.P 0.3%
Value ($000) $4,333 Shares 150,705 Est. Cost $41.92 Unrealized
LAZARD LTD-CL A 0.3%
Value ($000) $4,170 Shares 140,036 Est. Cost $49.47 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,858 Shares 27,325 Est. Cost $64.70 Unrealized +76.5%
CMCSA COMCAST 0.3%
Value ($000) $3,681 Shares 56,472 Est. Cost $23.76 Unrealized +4.0%
NVO NOVO-NORDISK A/S-SPONS ADR 0.2%
Value ($000) $3,540 Shares 65,818 Est. Cost $58.25 Unrealized
V VISA 0.2%
Value ($000) $3,502 Shares 47,213 Est. Cost $69.15 Unrealized +5.9%
HD HOME DEPOT 0.2%
Value ($000) $3,441 Shares 26,946 Est. Cost $66.72 Unrealized +57.3%
IP INTERNATIONAL PAPER COMPANY 0.2%
Value ($000) $3,418 Shares 80,658 Est. Cost $32.43 Unrealized -18.9%
TEVA TEVA PHARMACEUTICAL 0.2%
Value ($000) $3,134 Shares 62,384 Est. Cost $55.33 Unrealized
AMT AMERICAN TOWER 0.2%
Value ($000) $3,075 Shares 27,071 Est. Cost $71.81 Unrealized +16.6%
ECL ECOLAB 0.2%
Value ($000) $2,931 Shares 24,714 Est. Cost $80.95 Unrealized +29.6%
SBUX STARBUCKS 0.2%
Value ($000) $2,811 Shares 49,210 Est. Cost $39.19 Unrealized +18.5%
LMT LOCKHEED MARTIN 0.2%
Value ($000) $2,797 Shares 11,273 Est. Cost $82.51 Unrealized +121.0%
CAH CARDINAL HEALTH 0.2%
Value ($000) $2,796 Shares 35,849 Est. Cost $38.67 Unrealized +55.8%
AMGN AMGEN 0.2%
Value ($000) $2,640 Shares 17,355 Est. Cost $117.21 Unrealized -0.4%
PSX PHILLIPS 66 0.2%
Value ($000) $2,577 Shares 32,485 Est. Cost $49.23 Unrealized +15.2%
BA BOEING CO 0.2%
Value ($000) $2,410 Shares 18,561 Est. Cost $121.82 Unrealized -2.7%
WFC WELLS FARGO 0.2%
Value ($000) $2,380 Shares 50,296 Est. Cost $40.21 Unrealized -7.4%
BLACKROCK INC 0.2%
Value ($000) $2,244 Shares 6,551 Est. Cost $345.09 Unrealized
DIS DISNEY WALT 0.2%
Value ($000) $2,213 Shares 22,624 Est. Cost $96.52 Unrealized -4.5%
AAPL APPLE INC 0.1%
Value ($000) $2,048 Shares 21,416 Est. Cost $25.73 Unrealized -12.1%
UNP UNION PACIFIC 0.1%
Value ($000) $1,845 Shares 21,145 Est. Cost $68.81 Unrealized -0.8%
CB CHUBB LTD 0.1%
Value ($000) $1,605 Shares 12,278 Est. Cost $95.14 Unrealized +8.9%
KERRY GROUP PLC CLASS A 0.1%
Value ($000) $1,507 Shares 16,995 Est. Cost $79.78 Unrealized
IMPERIAL BRANDS PLC 0.1%
Value ($000) $1,326 Shares 24,466 Est. Cost $52.87 Unrealized
VALSPAR 0.1%
Value ($000) $1,280 Shares 11,852 Est. Cost $76.09 Unrealized
ALIMENTATION COUCHE-TARD INC 0.1%
Value ($000) $1,237 Shares 28,942 Est. Cost $43.85 Unrealized
GENERAL ELECTRIC 0.1%
Value ($000) $1,221 Shares 38,781 Est. Cost $23.31 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,196 Shares 13,021 Est. Cost $45.88 Unrealized +56.4%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $1,093 Shares 10,742 Est. Cost $59.30 Unrealized +3.5%
GERRESHEIMER AG 0.1%
Value ($000) $1,026 Shares 13,395 Est. Cost $76.60 Unrealized
SMITH & NEPHEW PLC 0.1%
Value ($000) $960 Shares 56,922 Est. Cost $15.99 Unrealized
METRO IN 0.1%
Value ($000) $924 Shares 26,655 Est. Cost $34.67 Unrealized
B/E AEROSPACE INC 0.1%
Value ($000) $911 Shares 19,738 Est. Cost $46.15 Unrealized
FRESENIUS SE & CO.KGaA 0.1%
Value ($000) $846 Shares 11,573 Est. Cost $73.11 Unrealized
LINDE AG 0.1%
Value ($000) $809 Shares 5,808 Est. Cost $139.29 Unrealized
CCL INDUSTRIES IN CLASS B 0.1%
Value ($000) $796 Shares 4,599 Est. Cost $173.08 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $788 Shares 13,347 Est. Cost $41.89 Unrealized +20.7%
VFC VF CORP 0.1%
Value ($000) $777 Shares 12,629 Est. Cost $65.41 Unrealized -9.6%
BAYER AG 0.0%
Value ($000) $700 Shares 7,000 Est. Cost $100.00 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $692 Shares 7,378 Est. Cost $53.26 Unrealized +8.6%
ACTELION LTD 0.0%
Value ($000) $653 Shares 3,896 Est. Cost $167.61 Unrealized
MERCK KGAA 0.0%
Value ($000) $623 Shares 6,163 Est. Cost $83.55 Unrealized
JAPAN TOBACCO INC 0.0%
Value ($000) $619 Shares 15,485 Est. Cost $39.97 Unrealized
HUHTAMAKI OYJ 0.0%
Value ($000) $597 Shares 14,448 Est. Cost $41.32 Unrealized
SAB MILLERPLC 0.0%
Value ($000) $575 Shares 9,838 Est. Cost $61.14 Unrealized
MONDI PLC 0.0%
Value ($000) $555 Shares 29,782 Est. Cost $18.64 Unrealized
CAPITA PLC 0.0%
Value ($000) $529 Shares 41,327 Est. Cost $16.40 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $504 Shares 9,738 Est. Cost $45.72 Unrealized +24.8%
TECHTRONIC INDUSTRIES CO LTD 0.0%
Value ($000) $460 Shares 110,600 Est. Cost $3.90 Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $445 Shares 3,672 Est. Cost $59.66 Unrealized +45.9%
ANADARKO PETE CORP 0.0%
Value ($000) $426 Shares 8,000 Est. Cost $85.88 Unrealized
SAFRAN SA 0.0%
Value ($000) $395 Shares 5,837 Est. Cost $69.65 Unrealized
APACHE CORP 0.0%
Value ($000) $371 Shares 6,666 Est. Cost $83.86 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $335 Shares 5,406 Est. Cost $26.93 Unrealized +52.1%
GWW WW GRAINGER 0.0%
Value ($000) $330 Shares 1,451 Est. Cost $204.09 Unrealized -3.9%
PFE PFIZER 0.0%
Value ($000) $291 Shares 8,262 Est. Cost $16.79 Unrealized +25.4%
FUJI HEAVY INDUSTRIES LTD 0.0%
Value ($000) $283 Shares 8,400 Est. Cost $40.02 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $280 Shares 2,325 Est. Cost $72.16 Unrealized +37.4%
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $265 Shares 2,430 Est. Cost $57.33 Unrealized +18.4%
MMM 3M COMPANY 0.0%
Value ($000) $263 Shares 1,500 Est. Cost $72.67 Unrealized +41.0%
ROYAL MAIL PLC 0.0%
Value ($000) $252 Shares 37,805 Est. Cost $6.93 Unrealized
AIA GROUP LIMITED 0.0%
Value ($000) $241 Shares 40,400 Est. Cost $6.01 Unrealized
CLOSE BROTHERS GROUP PLC 0.0%
Value ($000) $233 Shares 15,459 Est. Cost $23.18 Unrealized
PH PARKER HANNIFIN 0.0%
Value ($000) $227 Shares 2,100 Est. Cost $98.64 Unrealized -2.2%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $223 Shares 7,634 Est. Cost $29.21 Unrealized
SLB SCHLUMBERGER 0.0%
Value ($000) $209 Shares 2,645 Est. Cost $58.24 Unrealized 0.0%
MSFT MICROSOFT 0.0%
Value ($000) $207 Shares 4,051 Est. Cost $38.92 Unrealized +18.2%
SUNTRUST BANKS INC 0.0%
Value ($000) $205 Shares 5,000 Est. Cost $41.00 Unrealized
INVESCO LTD 0.0%
Value ($000) $204 Shares 8,000 Est. Cost $39.50 Unrealized
TJX TJX COMPANIES 0.0%
Value ($000) $201 Shares 2,607 Est. Cost $22.25 Unrealized +49.8%