Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 1, 2017

Total Value ($000): $1,538,716 (100.0% shares, 0.0% debt)

Holdings (141)

BANK OF THE OZARKS 3.4%
Value ($000) $52,070 Shares 990,102 Est. Cost $42.44 Unrealized
CASY CASEY'S GENERAL STORES 2.6%
Value ($000) $40,248 Shares 338,567 Est. Cost $79.22 Unrealized +40.5%
JKHY JACK HENRY AND ASSOCIATES INC 2.6%
Value ($000) $39,492 Shares 444,836 Est. Cost $59.41 Unrealized +28.9%
ZD J2 GLOBAL COMMUNICATIONS 2.2%
Value ($000) $33,540 Shares 410,028 Est. Cost $58.46 Unrealized +8.8%
POOL POOL CORP 2.2%
Value ($000) $33,536 Shares 321,408 Est. Cost $61.38 Unrealized +45.0%
HEI HEICO CORP 2.0%
Value ($000) $30,092 Shares 390,041 Est. Cost $29.69 Unrealized +26.5%
1741046D STERIS CORP 1.8%
Value ($000) $27,673 Shares 410,632 Est. Cost $75.28 Unrealized
ENSG THE ENSIGN GROUP INC 1.7%
Value ($000) $25,485 Shares 1,147,444 Est. Cost $19.38 Unrealized -2.9%
HEALTHSOUTH CORP 1.6%
Value ($000) $24,656 Shares 597,876 Est. Cost $38.37 Unrealized
CORE-MARK HOLDING COMPANY 1.6%
Value ($000) $24,382 Shares 566,106 Est. Cost $50.93 Unrealized
LFUS LITTELFUSE INC 1.6%
Value ($000) $23,904 Shares 157,503 Est. Cost $96.72 Unrealized +47.5%
SKT TANGER FACTORY OUTLET CENTERS 1.5%
Value ($000) $23,411 Shares 654,311 Est. Cost $34.89 Unrealized
JJSF J AND J SNACK FOODS 1.5%
Value ($000) $23,195 Shares 173,837 Est. Cost $88.90 Unrealized +18.6%
THO THOR INDUSTRIES INC 1.5%
Value ($000) $23,103 Shares 230,918 Est. Cost $46.43 Unrealized +62.0%
HCSG HEALTHCARE SERVICES GROUP 1.4%
Value ($000) $22,166 Shares 565,893 Est. Cost $31.67 Unrealized +20.7%
CHE CHEMED CORP 1.4%
Value ($000) $21,577 Shares 134,515 Est. Cost $93.48 Unrealized +52.0%
NEU NEWMARKET 1.4%
Value ($000) $21,529 Shares 50,794 Est. Cost $294.62 Unrealized +17.0%
HOMB HOME BANCSHARES 1.4%
Value ($000) $21,375 Shares 769,719 Est. Cost $18.92 Unrealized +28.2%
DISCOVER FINANCIAL SVCS 1.3%
Value ($000) $20,755 Shares 287,899 Est. Cost $62.51 Unrealized
G AND K SERVICES 1.3%
Value ($000) $20,401 Shares 211,522 Est. Cost $70.15 Unrealized
AWR AMERICAN STATES WATER COMPANY 1.3%
Value ($000) $19,944 Shares 437,742 Est. Cost $30.05 Unrealized +16.6%
SOUTH STATE CORP. 1.3%
Value ($000) $19,517 Shares 223,310 Est. Cost $72.41 Unrealized
ABAXIS, INC 1.2%
Value ($000) $18,476 Shares 350,115 Est. Cost $46.23 Unrealized
SMP STANDARD MOTOR PRODUCTS 1.2%
Value ($000) $18,180 Shares 341,601 Est. Cost $38.10 Unrealized +31.5%
ROST ROSS STORES 1.2%
Value ($000) $18,036 Shares 274,930 Est. Cost $49.22 Unrealized +21.4%
RITCHIE BROS AUCTIONEERS 1.2%
Value ($000) $17,846 Shares 524,896 Est. Cost $26.86 Unrealized
BROADCOM LIMITED 1.1%
Value ($000) $17,692 Shares 100,086 Est. Cost $156.55 Unrealized
EVR EVERCORE PARTNERS INC. CLASS A 1.1%
Value ($000) $16,818 Shares 244,798 Est. Cost $40.71 Unrealized +24.1%
LAD LITHIA MOTORS INC 1.1%
Value ($000) $16,776 Shares 173,252 Est. Cost $92.35 Unrealized -0.7%
FIX COMFORT SYSTEMS USA, INC. 1.1%
Value ($000) $16,743 Shares 502,800 Est. Cost $29.35 Unrealized +0.2%
CHD CHURCH AND DWIGHT 1.1%
Value ($000) $16,721 Shares 378,374 Est. Cost $35.87 Unrealized +12.9%
RETAIL OPPORTUNITY INVST CORP 1.1%
Value ($000) $16,240 Shares 768,565 Est. Cost $16.80 Unrealized
HARRIS CORPORATION 1.0%
Value ($000) $16,109 Shares 157,204 Est. Cost $87.47 Unrealized
DUPONT FABROS TECHNOLOGY INC 1.0%
Value ($000) $15,800 Shares 359,665 Est. Cost $31.16 Unrealized
KWR QUAKER CHEMICAL CORP 1.0%
Value ($000) $15,528 Shares 121,373 Est. Cost $82.89 Unrealized +41.9%
POWI POWER INTEGRATIONS, INC 1.0%
Value ($000) $15,354 Shares 226,288 Est. Cost $22.69 Unrealized +32.0%
EXPO EXPONENT INC 1.0%
Value ($000) $14,751 Shares 244,623 Est. Cost $19.10 Unrealized +37.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 1.0%
Value ($000) $14,663 Shares 221,149 Est. Cost $51.80 Unrealized +7.5%
INTU INTUIT 1.0%
Value ($000) $14,654 Shares 127,854 Est. Cost $100.92 Unrealized +3.8%
NRG YIELD 0.9%
Value ($000) $14,542 Shares 946,752 Est. Cost $19.50 Unrealized
NDSN NORDSON CORP 0.9%
Value ($000) $14,417 Shares 128,670 Est. Cost $73.81 Unrealized +28.9%
R RYDER SYSTEMS INC 0.9%
Value ($000) $14,354 Shares 192,823 Est. Cost $65.47 Unrealized +12.6%
EAT BRINKER INTL 0.9%
Value ($000) $14,214 Shares 286,981 Est. Cost $41.88 Unrealized +8.3%
WCN WASTE CONNECTIONS INC 0.9%
Value ($000) $14,177 Shares 180,397 Est. Cost $44.27 Unrealized +7.1%
DGX QUEST DIAGNOSTICS 0.9%
Value ($000) $14,162 Shares 154,098 Est. Cost $62.46 Unrealized +15.3%
PZZA PAPA JOHNS INTERNATIONAL INC 0.9%
Value ($000) $13,991 Shares 163,480 Est. Cost $50.32 Unrealized +34.7%
RHP RYMAN HOSPITALITY PPTYS INC 0.9%
Value ($000) $13,759 Shares 218,363 Est. Cost $51.03 Unrealized
CGNX COGNEX CORPORATION 0.9%
Value ($000) $13,553 Shares 213,026 Est. Cost $26.62 Unrealized 0.0%
NEENAH PAPER INC. 0.9%
Value ($000) $13,525 Shares 158,739 Est. Cost $79.60 Unrealized
CEB INC. 0.9%
Value ($000) $13,296 Shares 219,406 Est. Cost $85.19 Unrealized
IFF INTL FLAVORS AND FRAGRANCES 0.9%
Value ($000) $13,192 Shares 111,957 Est. Cost $87.30 Unrealized +14.3%
OHI OMEGA HEALTHCARE INVESTORS 0.8%
Value ($000) $12,179 Shares 389,608 Est. Cost $33.16 Unrealized
SNA SNAP-ON INC 0.8%
Value ($000) $12,128 Shares 70,808 Est. Cost $120.12 Unrealized +8.2%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $12,016 Shares 144,970 Est. Cost $64.08 Unrealized +6.7%
COR AMERISOURCEBERGEN 0.8%
Value ($000) $11,959 Shares 152,950 Est. Cost $65.53 Unrealized -10.3%
EFX EQUIFAX INC 0.8%
Value ($000) $11,739 Shares 99,286 Est. Cost $112.86 Unrealized -0.5%
WYNDHAM WORLDWIDE 0.7%
Value ($000) $11,495 Shares 150,521 Est. Cost $79.01 Unrealized
ZTS ZOETIS 0.7%
Value ($000) $11,019 Shares 205,841 Est. Cost $47.22 Unrealized +0.3%
SHW SHERWIN WILLIAMS 0.7%
Value ($000) $10,993 Shares 40,905 Est. Cost $89.06 Unrealized -8.6%
HRL HORMEL FOODS 0.7%
Value ($000) $10,746 Shares 308,714 Est. Cost $28.07 Unrealized +2.3%
BWXT BWX TECHNOLOGIES INC 0.7%
Value ($000) $10,482 Shares 264,041 Est. Cost $34.89 Unrealized 0.0%
MORN MORNINGSTAR INC 0.6%
Value ($000) $9,867 Shares 134,140 Est. Cost $73.51 Unrealized 0.0%
CMCSA COMCAST 0.6%
Value ($000) $9,726 Shares 140,858 Est. Cost $25.63 Unrealized +4.6%
ROK ROCKWELL AUTOMATION 0.6%
Value ($000) $9,694 Shares 72,128 Est. Cost $96.74 Unrealized +11.4%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $9,671 Shares 60,422 Est. Cost $109.49 Unrealized +18.0%
XILINX 0.6%
Value ($000) $9,538 Shares 157,988 Est. Cost $46.19 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.6%
Value ($000) $9,509 Shares 85,708 Est. Cost $70.79 Unrealized +24.3%
HD HOME DEPOT 0.6%
Value ($000) $9,392 Shares 70,047 Est. Cost $89.85 Unrealized +15.1%
V VISA 0.6%
Value ($000) $9,365 Shares 120,037 Est. Cost $73.29 Unrealized +2.9%
CVGW CALAVO GROWERS INC 0.6%
Value ($000) $8,805 Shares 143,398 Est. Cost $51.52 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $8,797 Shares 116,035 Est. Cost $14.65 Unrealized -15.9%
SCRIPPS NETWORKS INTER-CL A 0.6%
Value ($000) $8,713 Shares 122,085 Est. Cost $60.64 Unrealized
DIS DISNEY WALT 0.6%
Value ($000) $8,640 Shares 82,906 Est. Cost $92.23 Unrealized -1.6%
SBUX STARBUCKS 0.6%
Value ($000) $8,527 Shares 153,576 Est. Cost $43.59 Unrealized +4.6%
AAPL APPLE INC 0.5%
Value ($000) $8,013 Shares 69,182 Est. Cost $24.62 Unrealized +6.0%
RMD RESMED INC 0.5%
Value ($000) $7,943 Shares 128,016 Est. Cost $53.96 Unrealized +2.8%
LMT LOCKHEED MARTIN 0.5%
Value ($000) $7,854 Shares 31,423 Est. Cost $168.45 Unrealized +16.3%
PB PROSPERITY BANCSHARES 0.5%
Value ($000) $7,780 Shares 108,386 Est. Cost $40.53 Unrealized +18.5%
PSX PHILLIPS 66 0.5%
Value ($000) $7,590 Shares 87,837 Est. Cost $53.09 Unrealized +10.5%
AMT AMERICAN TOWER 0.5%
Value ($000) $7,525 Shares 71,209 Est. Cost $81.07 Unrealized +6.5%
NIELSEN HOLDINGS PLC 0.5%
Value ($000) $7,504 Shares 178,887 Est. Cost $49.30 Unrealized
SCI SERVICE CORPORATION INTERNATIO 0.5%
Value ($000) $7,393 Shares 260,326 Est. Cost $26.38 Unrealized +1.1%
MO ALTRIA GROUP INC 0.5%
Value ($000) $7,317 Shares 108,207 Est. Cost $26.87 Unrealized +26.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.5%
Value ($000) $7,304 Shares 44,690 Est. Cost $151.98 Unrealized -4.4%
DR PEPPER SNAPPLE GROUP INC 0.5%
Value ($000) $7,149 Shares 78,849 Est. Cost $78.29 Unrealized
SXI STANDEX INTERNATIONAL CORPORAT 0.5%
Value ($000) $7,114 Shares 80,980 Est. Cost $82.73 Unrealized +5.6%
EXPE EXPEDIA INC 0.4%
Value ($000) $6,913 Shares 61,027 Est. Cost $102.37 Unrealized +14.1%
AMGN AMGEN 0.4%
Value ($000) $6,734 Shares 46,055 Est. Cost $115.40 Unrealized -0.9%
BLACKROCK INC 0.4%
Value ($000) $6,520 Shares 17,132 Est. Cost $367.85 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,348 Shares 89,114 Est. Cost $60.48 Unrealized +3.1%
WEC WEC ENERGY GROUP 0.4%
Value ($000) $6,348 Shares 108,239 Est. Cost $37.06 Unrealized +15.4%
MSCI MSCI INC 0.4%
Value ($000) $6,215 Shares 78,887 Est. Cost $73.09 Unrealized 0.0%
ALL ALLSTATE CORPORATION 0.4%
Value ($000) $6,165 Shares 83,178 Est. Cost $57.46 Unrealized 0.0%
COST COSTCO WHOLESALE 0.4%
Value ($000) $6,159 Shares 38,464 Est. Cost $101.35 Unrealized +28.1%
BRX BRIXMOR PROPERTY GROUP INC. 0.4%
Value ($000) $6,056 Shares 248,013 Est. Cost $23.48 Unrealized
B/E AEROSPACE INC 0.4%
Value ($000) $5,852 Shares 97,231 Est. Cost $50.55 Unrealized
BA BOEING CO 0.4%
Value ($000) $5,852 Shares 37,592 Est. Cost $121.01 Unrealized +11.6%
CB CHUBB LTD 0.4%
Value ($000) $5,819 Shares 44,043 Est. Cost $104.78 Unrealized +3.4%
LAZARD LTD-CL A 0.4%
Value ($000) $5,730 Shares 139,445 Est. Cost $49.47 Unrealized
UGI UGI CORP 0.4%
Value ($000) $5,693 Shares 123,564 Est. Cost $34.93 Unrealized +28.1%
CNI CANADIAN NATIONAL RAILWAY 0.4%
Value ($000) $5,645 Shares 83,750 Est. Cost $52.19 Unrealized +7.0%
CCI CROWN CASTLE INTL 0.3%
Value ($000) $5,346 Shares 61,615 Est. Cost $56.09 Unrealized +6.4%
FTS FORTIS INC 0.3%
Value ($000) $5,229 Shares 169,323 Est. Cost $22.16 Unrealized 0.0%
C.R. BARD, INC 0.3%
Value ($000) $5,179 Shares 23,053 Est. Cost $224.66 Unrealized
ECL ECOLAB 0.3%
Value ($000) $5,172 Shares 44,119 Est. Cost $101.85 Unrealized +4.1%
ENB ENBRIDGE INC 0.3%
Value ($000) $4,743 Shares 112,606 Est. Cost $24.10 Unrealized +2.6%
PII POLARIS INDUSTRIES 0.3%
Value ($000) $4,614 Shares 56,006 Est. Cost $117.02 Unrealized -30.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $4,328 Shares 47,947 Est. Cost $58.12 Unrealized +0.1%
MA MASTERCARD INC 0.3%
Value ($000) $4,180 Shares 40,480 Est. Cost $90.84 Unrealized +8.2%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $3,799 Shares 52,058 Est. Cost $52.67 Unrealized +5.3%
SUNOCO LOGISTICS PARTNERS L.P 0.2%
Value ($000) $3,668 Shares 152,687 Est. Cost $34.18 Unrealized
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $3,497 Shares 71,897 Est. Cost $63.58 Unrealized
SPECTRA ENERGY 0.2%
Value ($000) $3,188 Shares 77,584 Est. Cost $42.63 Unrealized
IWM ISHARES TR RUSSL 2000 INDX 0.2%
Value ($000) $2,967 Shares 22,005 Est. Cost $134.83 Unrealized
KR KROGER 0.2%
Value ($000) $2,876 Shares 83,331 Est. Cost $27.63 Unrealized -2.4%
NEE NEXTERA ENERGY 0.2%
Value ($000) $2,835 Shares 23,730 Est. Cost $19.66 Unrealized +20.6%
SUNTRUST BANKS INC 0.2%
Value ($000) $2,619 Shares 47,744 Est. Cost $54.86 Unrealized
CAH CARDINAL HEALTH 0.2%
Value ($000) $2,563 Shares 35,612 Est. Cost $39.05 Unrealized +41.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,420 Shares 30,663 Est. Cost $47.39 Unrealized +28.8%
UNP UNION PACIFIC 0.1%
Value ($000) $2,034 Shares 19,623 Est. Cost $69.09 Unrealized +16.3%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,258 Shares 12,243 Est. Cost $45.88 Unrealized +67.3%
GENERAL ELECTRIC 0.1%
Value ($000) $1,225 Shares 38,781 Est. Cost $23.31 Unrealized
VALSPAR 0.1%
Value ($000) $915 Shares 8,827 Est. Cost $76.09 Unrealized
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $766 Shares 21,362 Est. Cost $55.21 Unrealized
VFC VF CORP 0.0%
Value ($000) $605 Shares 11,347 Est. Cost $65.41 Unrealized -20.7%
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $590 Shares 9,828 Est. Cost $45.72 Unrealized +23.8%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $569 Shares 6,222 Est. Cost $59.30 Unrealized -1.8%
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $456 Shares 12,584 Est. Cost $55.33 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $448 Shares 3,827 Est. Cost $103.19 Unrealized 0.0%
AON PLC 0.0%
Value ($000) $434 Shares 3,895 Est. Cost $111.42 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $349 Shares 5,000 Est. Cost $85.88 Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $345 Shares 2,997 Est. Cost $59.66 Unrealized +50.4%
ABBV ABBVIE INC 0.0%
Value ($000) $329 Shares 5,256 Est. Cost $26.93 Unrealized +55.2%
GWW WW GRAINGER 0.0%
Value ($000) $279 Shares 1,201 Est. Cost $204.09 Unrealized -4.8%
MCD MCDONALDS 0.0%
Value ($000) $271 Shares 2,225 Est. Cost $72.16 Unrealized +30.7%
MMM 3M COMPANY 0.0%
Value ($000) $268 Shares 1,500 Est. Cost $72.67 Unrealized +46.1%
PFE PFIZER 0.0%
Value ($000) $268 Shares 8,262 Est. Cost $16.79 Unrealized +22.1%
APACHE CORP 0.0%
Value ($000) $254 Shares 4,000 Est. Cost $83.86 Unrealized
MSFT MICROSOFT 0.0%
Value ($000) $236 Shares 3,801 Est. Cost $38.92 Unrealized +38.6%
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $229 Shares 2,330 Est. Cost $57.33 Unrealized +18.0%
PH PARKER HANNIFIN 0.0%
Value ($000) $210 Shares 1,500 Est. Cost $98.64 Unrealized +17.2%