Copeland Capital Management, LLC Diversified Active

Location: Conshohocken, PA

CIK: 0001541743 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 2, 2017

Total Value: $1.437B (100.0% shares, 0.0% debt)

Holdings (133)

BANK OF THE OZARKS 3.6%
Value $51.15M Shares 909,547 Est. Cost $42.44 Unrealized
JKHY JACK HENRY AND ASSOCIATES INC 2.6%
Value $38.06M Shares 400,642 Est. Cost $59.41 Unrealized +39.6%
ZD J2 GLOBAL COMMUNICATIONS 2.0%
Value $29.29M Shares 355,779 Est. Cost $58.46 Unrealized +25.1%
HEI HEICO CORP 1.9%
Value $26.92M Shares 313,044 Est. Cost $29.69 Unrealized +40.2%
CASY CASEY'S GENERAL STORES 1.8%
Value $25.32M Shares 222,273 Est. Cost $79.22 Unrealized +35.6%
1741046D STERIS CORP 1.7%
Value $24.91M Shares 355,439 Est. Cost $75.28 Unrealized
BROADCOM LIMITED 1.6%
Value $23.43M Shares 107,309 Est. Cost $160.70 Unrealized
DISCOVER FINANCIAL SVCS 1.5%
Value $21.78M Shares 305,070 Est. Cost $63.01 Unrealized
HEALTHSOUTH CORP 1.5%
Value $21.38M Shares 500,550 Est. Cost $38.37 Unrealized
POOL POOL CORP 1.5%
Value $20.98M Shares 180,227 Est. Cost $61.38 Unrealized +65.0%
THO THOR INDUSTRIES INC 1.4%
Value $20.61M Shares 180,930 Est. Cost $46.43 Unrealized +87.0%
LFUS LITTELFUSE INC 1.4%
Value $19.7M Shares 120,584 Est. Cost $96.72 Unrealized +63.9%
ROST ROSS STORES 1.4%
Value $19.49M Shares 290,645 Est. Cost $49.87 Unrealized +22.7%
HOMB HOME BANCSHARES 1.4%
Value $19.41M Shares 670,674 Est. Cost $18.92 Unrealized +45.1%
CHE CHEMED CORP 1.3%
Value $19.11M Shares 105,157 Est. Cost $93.48 Unrealized +80.8%
HCSG HEALTHCARE SERVICES GROUP 1.3%
Value $18.79M Shares 445,546 Est. Cost $31.67 Unrealized +29.8%
CHD CHURCH AND DWIGHT 1.3%
Value $18.51M Shares 371,275 Est. Cost $35.87 Unrealized +18.9%
NEU NEWMARKET 1.3%
Value $18.49M Shares 42,315 Est. Cost $294.62 Unrealized +24.7%
SKT TANGER FACTORY OUTLET CENTERS 1.3%
Value $18.34M Shares 550,150 Est. Cost $34.89 Unrealized
JJSF J AND J SNACK FOODS 1.3%
Value $18M Shares 134,362 Est. Cost $88.90 Unrealized +27.3%
HARRIS CORPORATION 1.2%
Value $17.87M Shares 161,804 Est. Cost $88.13 Unrealized
INTU INTUIT 1.2%
Value $17.52M Shares 138,587 Est. Cost $101.81 Unrealized +10.4%
ENSG THE ENSIGN GROUP INC 1.2%
Value $16.86M Shares 890,898 Est. Cost $19.38 Unrealized -9.9%
NDSN NORDSON CORP 1.2%
Value $16.78M Shares 134,225 Est. Cost $75.22 Unrealized +43.5%
R RYDER SYSTEMS INC 1.2%
Value $16.57M Shares 215,534 Est. Cost $66.54 Unrealized +13.8%
AMP AMERIPRISE FINANCIAL INC 1.1%
Value $15.88M Shares 119,341 Est. Cost $80.10 Unrealized +29.6%
SOUTH STATE CORP. 1.1%
Value $15.83M Shares 172,653 Est. Cost $72.41 Unrealized
G AND K SERVICES 1.1%
Value $15.77M Shares 166,302 Est. Cost $70.15 Unrealized
FIX COMFORT SYSTEMS USA, INC. 1.1%
Value $15.14M Shares 402,725 Est. Cost $29.35 Unrealized +11.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 1.1%
Value $15.13M Shares 217,256 Est. Cost $51.80 Unrealized +12.6%
EVR EVERCORE PARTNERS INC. CLASS A 1.1%
Value $15.09M Shares 185,992 Est. Cost $40.71 Unrealized +57.4%
SHW SHERWIN WILLIAMS 1.0%
Value $14.92M Shares 47,818 Est. Cost $89.63 Unrealized +3.7%
RITCHIE BROS AUCTIONEERS 1.0%
Value $14.88M Shares 461,821 Est. Cost $26.86 Unrealized
AWR AMERICAN STATES WATER COMPANY 1.0%
Value $14.86M Shares 338,547 Est. Cost $30.05 Unrealized +23.0%
WCN WASTE CONNECTIONS INC 1.0%
Value $14.66M Shares 167,047 Est. Cost $44.27 Unrealized +18.3%
SNA SNAP-ON INC 1.0%
Value $14.57M Shares 85,452 Est. Cost $123.19 Unrealized +12.0%
MSI MOTOROLA SOLUTIONS INC 1.0%
Value $14.51M Shares 180,078 Est. Cost $65.56 Unrealized +9.3%
IFF INTL FLAVORS AND FRAGRANCES 1.0%
Value $14.45M Shares 115,508 Est. Cost $87.64 Unrealized +12.1%
CORE-MARK HOLDING COMPANY 1.0%
Value $13.97M Shares 446,814 Est. Cost $50.93 Unrealized
POWI POWER INTEGRATIONS, INC 1.0%
Value $13.86M Shares 221,376 Est. Cost $22.69 Unrealized +34.3%
DUPONT FABROS TECHNOLOGY INC 1.0%
Value $13.79M Shares 274,338 Est. Cost $31.16 Unrealized
DGX QUEST DIAGNOSTICS 1.0%
Value $13.78M Shares 139,905 Est. Cost $62.46 Unrealized +28.1%
COR AMERISOURCEBERGEN 1.0%
Value $13.71M Shares 148,682 Est. Cost $65.53 Unrealized +1.4%
SMP STANDARD MOTOR PRODUCTS 0.9%
Value $13.46M Shares 275,940 Est. Cost $38.10 Unrealized +30.0%
EFX EQUIFAX INC 0.9%
Value $13.46M Shares 101,320 Est. Cost $112.94 Unrealized +3.7%
ABAXIS, INC 0.9%
Value $13.37M Shares 271,451 Est. Cost $46.23 Unrealized
KWR QUAKER CHEMICAL CORP 0.9%
Value $13.17M Shares 97,067 Est. Cost $82.89 Unrealized +57.8%
OHI OMEGA HEALTHCARE INVESTORS 0.9%
Value $13.14M Shares 401,219 Est. Cost $33.15 Unrealized
CGNX COGNEX CORPORATION 0.9%
Value $13.13M Shares 163,737 Est. Cost $26.62 Unrealized +27.8%
LAD LITHIA MOTORS INC 0.9%
Value $12.91M Shares 133,998 Est. Cost $92.35 Unrealized +5.0%
NEENAH PAPER INC. 0.9%
Value $12.89M Shares 173,732 Est. Cost $79.13 Unrealized
NRG YIELD 0.9%
Value $12.73M Shares 768,744 Est. Cost $19.50 Unrealized
RETAIL OPPORTUNITY INVST CORP 0.9%
Value $12.54M Shares 586,485 Est. Cost $16.80 Unrealized
HRL HORMEL FOODS 0.8%
Value $12.15M Shares 343,465 Est. Cost $28.12 Unrealized +1.4%
MORN MORNINGSTAR INC 0.8%
Value $12.07M Shares 150,800 Est. Cost $73.98 Unrealized +5.1%
WYNDHAM WORLDWIDE 0.8%
Value $12.04M Shares 146,180 Est. Cost $79.01 Unrealized
V VISA 0.8%
Value $11.99M Shares 135,099 Est. Cost $74.14 Unrealized +9.1%
ZTS ZOETIS 0.8%
Value $11.83M Shares 221,376 Est. Cost $47.45 Unrealized +6.4%
PZZA PAPA JOHNS INTERNATIONAL INC 0.8%
Value $11.81M Shares 151,539 Est. Cost $50.32 Unrealized +32.4%
HD HOME DEPOT 0.8%
Value $11.63M Shares 78,645 Est. Cost $92.53 Unrealized +23.6%
EXPO EXPONENT INC 0.8%
Value $11.45M Shares 195,749 Est. Cost $19.10 Unrealized +38.1%
CVGW CALAVO GROWERS INC 0.8%
Value $11.44M Shares 216,609 Est. Cost $50.74 Unrealized -3.0%
CMCSA COMCAST 0.8%
Value $11.27M Shares 302,890 Est. Cost $27.92 Unrealized +7.1%
NIC, INC 0.8%
Value $10.9M Shares 517,837 Est. Cost $21.05 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.7%
Value $10.62M Shares 165,985 Est. Cost $51.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value $10.47M Shares 62,273 Est. Cost $110.46 Unrealized +28.7%
DIS DISNEY WALT 0.7%
Value $10.24M Shares 92,083 Est. Cost $93.31 Unrealized +10.4%
BWXT BWX TECHNOLOGIES INC 0.7%
Value $10.12M Shares 211,701 Est. Cost $34.89 Unrealized +12.5%
AMGN AMGEN 0.7%
Value $10.05M Shares 55,790 Est. Cost $117.45 Unrealized +8.3%
SBUX STARBUCKS 0.7%
Value $9.954M Shares 174,325 Est. Cost $43.97 Unrealized +6.4%
AMT AMERICAN TOWER 0.7%
Value $9.41M Shares 81,351 Est. Cost $81.91 Unrealized +7.3%
ENB ENBRIDGE INC 0.6%
Value $9.322M Shares 227,656 Est. Cost $24.42 Unrealized +1.3%
LMT LOCKHEED MARTIN 0.6%
Value $9.015M Shares 33,669 Est. Cost $171.01 Unrealized +20.9%
XILINX 0.6%
Value $8.568M Shares 145,868 Est. Cost $46.19 Unrealized
CVS CVS HEALTH CORP 0.6%
Value $8.553M Shares 105,559 Est. Cost $56.76 Unrealized +6.8%
RMD RESMED INC 0.6%
Value $8.522M Shares 117,742 Est. Cost $53.96 Unrealized +16.6%
SCRIPPS NETWORKS INTER-CL A 0.6%
Value $8.428M Shares 107,337 Est. Cost $60.64 Unrealized
DR PEPPER SNAPPLE GROUP INC 0.6%
Value $8.369M Shares 88,176 Est. Cost $80.05 Unrealized
PSX PHILLIPS 66 0.6%
Value $8.329M Shares 106,316 Est. Cost $53.82 Unrealized +6.4%
ALL ALLSTATE CORPORATION 0.6%
Value $8.108M Shares 99,051 Est. Cost $58.59 Unrealized +10.1%
MDT MEDTRONIC PLC 0.6%
Value $7.988M Shares 97,586 Est. Cost $60.65 Unrealized +2.8%
BLACKROCK INC 0.6%
Value $7.975M Shares 20,441 Est. Cost $371.46 Unrealized
TSCO TRACTOR SUPPLY CO 0.5%
Value $7.755M Shares 107,130 Est. Cost $14.65 Unrealized -13.5%
ROK ROCKWELL AUTOMATION 0.5%
Value $7.64M Shares 49,934 Est. Cost $96.74 Unrealized +31.0%
CNI CANADIAN NATIONAL RAILWAY 0.5%
Value $7.465M Shares 103,672 Est. Cost $53.74 Unrealized +12.1%
AAPL APPLE INC 0.5%
Value $7.461M Shares 53,380 Est. Cost $24.62 Unrealized +23.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.5%
Value $7.186M Shares 40,292 Est. Cost $151.98 Unrealized +5.1%
SCI SERVICE CORPORATION INTERNATIO 0.5%
Value $7.17M Shares 229,512 Est. Cost $26.38 Unrealized +14.1%
PB PROSPERITY BANCSHARES 0.5%
Value $7.121M Shares 94,519 Est. Cost $40.53 Unrealized +38.3%
UGI UGI CORP 0.5%
Value $7.043M Shares 145,764 Est. Cost $36.85 Unrealized +29.0%
NIELSEN HOLDINGS PLC 0.5%
Value $7.024M Shares 156,892 Est. Cost $49.30 Unrealized
EXPE EXPEDIA INC 0.5%
Value $6.611M Shares 55,036 Est. Cost $102.37 Unrealized +14.4%
MSCI MSCI INC 0.5%
Value $6.6M Shares 69,152 Est. Cost $73.09 Unrealized +12.8%
C.R. BARD, INC 0.5%
Value $6.598M Shares 26,845 Est. Cost $227.64 Unrealized
BA BOEING CO 0.5%
Value $6.509M Shares 35,729 Est. Cost $121.01 Unrealized +31.2%
MKTX MARKETAXESS HLDGS INC 0.4%
Value $6.233M Shares 32,152 Est. Cost $166.41 Unrealized 0.0%
SXI STANDEX INTERNATIONAL CORPORAT 0.4%
Value $6.227M Shares 64,867 Est. Cost $82.73 Unrealized +13.3%
COST COSTCO WHOLESALE 0.4%
Value $6.206M Shares 36,455 Est. Cost $101.35 Unrealized +41.0%
LAZARD LTD-CL A 0.4%
Value $5.95M Shares 138,334 Est. Cost $49.47 Unrealized
HANESBRAND INC 0.4%
Value $5.826M Shares 283,655 Est. Cost $20.54 Unrealized
CCI CROWN CASTLE INTL 0.4%
Value $5.615M Shares 61,202 Est. Cost $56.09 Unrealized +9.9%
ECL ECOLAB 0.4%
Value $5.303M Shares 42,341 Est. Cost $101.85 Unrealized +9.0%
STZ CONSTELLATION BRANDS INC-A 0.4%
Value $5.259M Shares 33,128 Est. Cost $135.96 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value $5.046M Shares 61,192 Est. Cost $57.68 Unrealized -2.7%
FTS FORTIS INC 0.3%
Value $4.871M Shares 153,801 Est. Cost $22.16 Unrealized +3.9%
BRX BRIXMOR PROPERTY GROUP INC. 0.3%
Value $4.867M Shares 219,615 Est. Cost $23.48 Unrealized
KR KROGER 0.3%
Value $4.576M Shares 154,427 Est. Cost $27.12 Unrealized -2.2%
SUNTRUST BANKS INC 0.3%
Value $4.194M Shares 69,840 Est. Cost $56.50 Unrealized
SUNOCO LOGISTICS PARTNERS L.P 0.3%
Value $3.895M Shares 151,420 Est. Cost $34.18 Unrealized
TXN TEXAS INSTRUMENTS 0.3%
Value $3.724M Shares 47,834 Est. Cost $52.67 Unrealized +15.1%
WEC WEC ENERGY GROUP 0.2%
Value $3.561M Shares 60,059 Est. Cost $37.06 Unrealized +19.6%
NEE NEXTERA ENERGY 0.2%
Value $2.914M Shares 22,279 Est. Cost $19.66 Unrealized +27.9%
CAH CARDINAL HEALTH 0.2%
Value $2.913M Shares 35,160 Est. Cost $39.05 Unrealized +55.1%
UNP UNION PACIFIC 0.1%
Value $2.14M Shares 19,632 Est. Cost $69.09 Unrealized +26.8%
ADP AUTO DATA PROCESSING 0.1%
Value $1.201M Shares 11,493 Est. Cost $45.88 Unrealized +84.0%
GENERAL ELECTRIC 0.1%
Value $1.168M Shares 38,781 Est. Cost $23.31 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value $603K Shares 5,469 Est. Cost $59.30 Unrealized +10.6%
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value $530K Shares 9,323 Est. Cost $45.72 Unrealized +25.1%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value $458K Shares 13,216 Est. Cost $55.21 Unrealized
ACN ACCENTURE PLC 0.0%
Value $437K Shares 3,537 Est. Cost $103.19 Unrealized +0.8%
CB CHUBB LTD 0.0%
Value $425K Shares 3,068 Est. Cost $104.78 Unrealized +9.7%
JNJ JOHNSON AND JOHNSON 0.0%
Value $371K Shares 2,997 Est. Cost $59.66 Unrealized +56.5%
MO ALTRIA GROUP INC 0.0%
Value $332K Shares 4,396 Est. Cost $26.87 Unrealized +43.5%
ANADARKO PETE CORP 0.0%
Value $316K Shares 5,000 Est. Cost $85.88 Unrealized
AON PLC 0.0%
Value $310K Shares 2,662 Est. Cost $111.42 Unrealized
ABBV ABBVIE INC 0.0%
Value $303K Shares 4,791 Est. Cost $26.93 Unrealized +61.4%
PFE PFIZER 0.0%
Value $285K Shares 8,262 Est. Cost $16.79 Unrealized +27.5%
MMM 3M COMPANY 0.0%
Value $284K Shares 1,500 Est. Cost $72.67 Unrealized +56.4%
MCD MCDONALDS 0.0%
Value $246K Shares 1,925 Est. Cost $72.16 Unrealized +40.9%
MSFT MICROSOFT 0.0%
Value $219K Shares 3,401 Est. Cost $38.92 Unrealized +48.6%
PHILLIPS 66 PARTNERS LP 0.0%
Value $215K Shares 3,891 Est. Cost $63.58 Unrealized
APACHE CORP 0.0%
Value $208K Shares 4,000 Est. Cost $83.86 Unrealized
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value $206K Shares 1,905 Est. Cost $57.33 Unrealized +34.7%