Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 21, 2017

Total Value ($000): $1,529,949 (100.0% shares, 0.0% debt)

Holdings (129)

BANK OF THE OZARKS 2.9%
Value ($000) $44,481 Shares 949,035 Est. Cost $42.62 Unrealized
JKHY JACK HENRY AND ASSOCIATES INC 2.5%
Value ($000) $38,219 Shares 367,959 Est. Cost $59.41 Unrealized +51.7%
1741046D STERIS CORP 2.1%
Value ($000) $32,306 Shares 396,393 Est. Cost $75.92 Unrealized
ZD J2 GLOBAL COMMUNICATIONS 2.1%
Value ($000) $31,798 Shares 373,693 Est. Cost $59.24 Unrealized +26.0%
HEALTHSOUTH CORP 1.8%
Value ($000) $27,614 Shares 570,530 Est. Cost $39.60 Unrealized
HEI HEICO CORP 1.8%
Value ($000) $27,510 Shares 382,933 Est. Cost $32.67 Unrealized +40.9%
CHE CHEMED CORP 1.7%
Value ($000) $26,094 Shares 127,582 Est. Cost $111.02 Unrealized +74.1%
CASY CASEY'S GENERAL STORES 1.6%
Value ($000) $24,746 Shares 231,041 Est. Cost $80.19 Unrealized +30.7%
POOL POOL CORP 1.6%
Value ($000) $24,682 Shares 209,933 Est. Cost $68.10 Unrealized +59.9%
HCSG HEALTHCARE SERVICES GROUP 1.6%
Value ($000) $24,241 Shares 517,640 Est. Cost $33.69 Unrealized +37.1%
LFUS LITTELFUSE INC 1.6%
Value ($000) $24,017 Shares 145,559 Est. Cost $107.68 Unrealized +49.2%
ENSG THE ENSIGN GROUP INC 1.5%
Value ($000) $23,196 Shares 1,065,497 Est. Cost $19.09 Unrealized -7.6%
THO THOR INDUSTRIES INC 1.5%
Value ($000) $22,445 Shares 214,746 Est. Cost $51.93 Unrealized +56.6%
NEU NEWMARKET 1.5%
Value ($000) $22,235 Shares 48,286 Est. Cost $306.23 Unrealized +26.9%
DUPONT FABROS TECHNOLOGY INC 1.4%
Value ($000) $21,189 Shares 346,450 Est. Cost $37.41 Unrealized
WCN WASTE CONNECTIONS INC 1.4%
Value ($000) $20,994 Shares 325,893 Est. Cost $51.24 Unrealized +14.3%
HOMB HOME BANCSHARES 1.3%
Value ($000) $20,148 Shares 809,158 Est. Cost $19.95 Unrealized +24.9%
AWR AMERICAN STATES WATER COMPANY 1.3%
Value ($000) $19,540 Shares 412,139 Est. Cost $31.66 Unrealized +23.4%
CHD CHURCH AND DWIGHT 1.3%
Value ($000) $19,503 Shares 375,930 Est. Cost $36.00 Unrealized +27.2%
POWI POWER INTEGRATIONS INC 1.3%
Value ($000) $19,465 Shares 267,014 Est. Cost $24.02 Unrealized +26.8%
CVGW CALAVO GROWERS INC 1.2%
Value ($000) $18,531 Shares 268,364 Est. Cost $52.02 Unrealized +10.3%
SOUTH STATE CORP. 1.2%
Value ($000) $17,862 Shares 208,421 Est. Cost $74.69 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.2%
Value ($000) $17,754 Shares 204,676 Est. Cost $66.67 Unrealized +12.2%
HARRIS CORPORATION 1.1%
Value ($000) $17,388 Shares 159,404 Est. Cost $88.13 Unrealized
ABAXIS INC 1.1%
Value ($000) $17,358 Shares 327,380 Est. Cost $47.39 Unrealized
CORE-MARK HOLDING COMPANY 1.1%
Value ($000) $17,322 Shares 523,955 Est. Cost $48.30 Unrealized
DGX QUEST DIAGNOSTICS 1.1%
Value ($000) $17,295 Shares 155,589 Est. Cost $65.15 Unrealized +36.8%
CGNX COGNEX CORPORATION 1.1%
Value ($000) $17,118 Shares 201,622 Est. Cost $29.39 Unrealized +40.7%
KWR QUAKER CHEMICAL CORP 1.1%
Value ($000) $16,924 Shares 116,530 Est. Cost $92.67 Unrealized +52.6%
DISCOVER FINANCIAL 1.1%
Value ($000) $16,790 Shares 269,972 Est. Cost $63.01 Unrealized
EVR EVERCORE PARTNERS INC. CLASS A 1.1%
Value ($000) $16,312 Shares 231,377 Est. Cost $44.55 Unrealized +35.3%
JJSF J AND J SNACK FOODS 1.1%
Value ($000) $16,253 Shares 123,066 Est. Cost $88.90 Unrealized +29.0%
NDSN NORDSON CORP 1.1%
Value ($000) $16,107 Shares 132,765 Est. Cost $75.22 Unrealized +48.3%
RITCHIE BROS AUCTIONEERS 1.1%
Value ($000) $16,080 Shares 559,504 Est. Cost $27.19 Unrealized
FIX COMFORT SYSTEMS USA INC. 1.0%
Value ($000) $16,013 Shares 431,629 Est. Cost $29.63 Unrealized +13.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 1.0%
Value ($000) $15,998 Shares 211,732 Est. Cost $51.80 Unrealized +20.5%
WYNDHAM WORLDWIDE 1.0%
Value ($000) $15,784 Shares 157,197 Est. Cost $80.51 Unrealized
R RYDER SYSTEMS INC 1.0%
Value ($000) $15,639 Shares 217,268 Est. Cost $66.54 Unrealized +4.0%
AMP AMERIPRISE FINANCIAL INC 1.0%
Value ($000) $15,621 Shares 122,723 Est. Cost $80.85 Unrealized +32.6%
BWXT BWX TECHNOLOGIES INC 1.0%
Value ($000) $15,540 Shares 318,761 Est. Cost $37.85 Unrealized +15.4%
SMP STANDARD MOTOR PRODUCTS 1.0%
Value ($000) $15,368 Shares 294,284 Est. Cost $38.83 Unrealized +28.3%
LAD LITHIA MOTORS INC 1.0%
Value ($000) $15,328 Shares 162,665 Est. Cost $92.00 Unrealized -1.8%
INTU INTUIT 1.0%
Value ($000) $15,231 Shares 114,685 Est. Cost $101.81 Unrealized +19.8%
NEENAH PAPER INC. 1.0%
Value ($000) $14,903 Shares 185,704 Est. Cost $79.20 Unrealized
IFF INTL FLAVORS AND FRAGRANCES 1.0%
Value ($000) $14,802 Shares 109,647 Est. Cost $87.64 Unrealized +24.3%
ROST ROSS STORES 1.0%
Value ($000) $14,677 Shares 254,239 Est. Cost $49.87 Unrealized +14.8%
OHI OMEGA HEALTHCARE INVESTORS 0.9%
Value ($000) $14,339 Shares 434,241 Est. Cost $33.14 Unrealized
RETAIL OPPORTUNITY INVST CORP 0.9%
Value ($000) $14,183 Shares 739,063 Est. Cost $17.30 Unrealized
COR AMERISOURCEBERGEN 0.9%
Value ($000) $14,116 Shares 149,327 Est. Cost $65.53 Unrealized +3.2%
PZZA PAPA JOHNS INTERNATIONAL INC 0.9%
Value ($000) $14,029 Shares 195,493 Est. Cost $53.61 Unrealized +21.2%
SHW SHERWIN WILLIAMS 0.9%
Value ($000) $13,827 Shares 39,400 Est. Cost $89.63 Unrealized +15.4%
AQN ALGONQUIN POWER AND UTILITIES 0.9%
Value ($000) $13,811 Shares 1,310,350 Est. Cost $6.52 Unrealized 0.0%
SNA SNAP-ON INC 0.9%
Value ($000) $13,770 Shares 87,145 Est. Cost $123.36 Unrealized +6.9%
EFX EQUIFAX INC 0.9%
Value ($000) $13,751 Shares 100,065 Est. Cost $112.94 Unrealized +12.3%
RHP RYMAN HOSPITALITY PPTYS INC 0.9%
Value ($000) $13,570 Shares 212,002 Est. Cost $53.85 Unrealized
MKTX MARKETAXESS HOLDINGS 0.9%
Value ($000) $13,548 Shares 67,368 Est. Cost $171.50 Unrealized +2.7%
NRG YIELD 0.9%
Value ($000) $13,422 Shares 786,727 Est. Cost $19.44 Unrealized
MORN MORNINGSTAR INC 0.8%
Value ($000) $12,623 Shares 161,136 Est. Cost $74.08 Unrealized +1.9%
EXPO EXPONENT INC 0.8%
Value ($000) $12,217 Shares 209,554 Est. Cost $19.62 Unrealized +38.3%
ZTS ZOETIS 0.8%
Value ($000) $11,718 Shares 187,853 Est. Cost $47.45 Unrealized +16.5%
BROADCOM LIMITED 0.7%
Value ($000) $11,424 Shares 49,022 Est. Cost $160.70 Unrealized
XILINX 0.7%
Value ($000) $11,383 Shares 176,969 Est. Cost $49.38 Unrealized
RMD RESMED INC 0.7%
Value ($000) $11,042 Shares 141,798 Est. Cost $55.91 Unrealized +17.1%
SXI STANDEX INTERNATIONAL CORPORAT 0.7%
Value ($000) $10,772 Shares 118,761 Est. Cost $86.38 Unrealized +5.1%
CCOI COGENT COMMUNICATIONS HOLDINGS 0.7%
Value ($000) $10,759 Shares 268,299 Est. Cost $26.76 Unrealized 0.0%
NIC INC 0.7%
Value ($000) $10,514 Shares 554,804 Est. Cost $20.91 Unrealized
EXPE EXPEDIA INC 0.7%
Value ($000) $10,360 Shares 69,552 Est. Cost $109.17 Unrealized +23.6%
ROK ROCKWELL AUTOMATION 0.7%
Value ($000) $10,246 Shares 63,264 Est. Cost $104.69 Unrealized +28.4%
V VISA 0.7%
Value ($000) $10,044 Shares 107,105 Est. Cost $74.14 Unrealized +17.9%
KW KENNEDY-WILSON HOLDINGS INC 0.7%
Value ($000) $10,012 Shares 525,550 Est. Cost $20.23 Unrealized 0.0%
MSCI MSCI INC 0.6%
Value ($000) $9,851 Shares 95,655 Est. Cost $78.29 Unrealized +17.3%
SCI SERVICE CORPORATION INTERNATIO 0.6%
Value ($000) $9,770 Shares 292,071 Est. Cost $27.55 Unrealized +15.6%
HRL HORMEL FOODS 0.6%
Value ($000) $9,634 Shares 282,441 Est. Cost $28.12 Unrealized -1.6%
SCRIPPS NETWORKS INTER-CL A 0.6%
Value ($000) $9,328 Shares 136,567 Est. Cost $62.28 Unrealized
CMCSA COMCAST 0.6%
Value ($000) $9,317 Shares 239,386 Est. Cost $27.92 Unrealized +14.3%
AMSF AMERISAFE INC 0.6%
Value ($000) $9,271 Shares 162,798 Est. Cost $28.41 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $9,243 Shares 49,848 Est. Cost $110.46 Unrealized +38.2%
HD HOME DEPOT 0.6%
Value ($000) $8,973 Shares 58,492 Est. Cost $92.53 Unrealized +34.5%
MDT MEDTRONIC PLC 0.6%
Value ($000) $8,587 Shares 96,755 Est. Cost $60.65 Unrealized +11.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.6%
Value ($000) $8,511 Shares 51,213 Est. Cost $151.51 Unrealized -1.1%
PB PROSPERITY BANCSHARES 0.6%
Value ($000) $8,450 Shares 131,538 Est. Cost $43.51 Unrealized +17.5%
AMT AMERICAN TOWER CORPORATION 0.5%
Value ($000) $8,390 Shares 63,402 Est. Cost $81.91 Unrealized +25.6%
HANESBRAND INC 0.5%
Value ($000) $8,361 Shares 361,027 Est. Cost $21.10 Unrealized
ENB ENBRIDGE INC 0.5%
Value ($000) $8,158 Shares 204,922 Est. Cost $24.42 Unrealized -2.4%
SBUX STARBUCKS 0.5%
Value ($000) $7,922 Shares 135,863 Est. Cost $43.97 Unrealized +14.2%
STZ CONSTELLATION BRANDS INC-A 0.5%
Value ($000) $7,714 Shares 39,816 Est. Cost $139.28 Unrealized +11.8%
NIELSEN HOLDINGS PLC 0.5%
Value ($000) $7,577 Shares 195,978 Est. Cost $47.18 Unrealized
DIS DISNEY WALT 0.5%
Value ($000) $7,440 Shares 70,028 Est. Cost $93.31 Unrealized +9.8%
AMGN AMGEN 0.5%
Value ($000) $7,427 Shares 43,120 Est. Cost $117.45 Unrealized +6.7%
LMT LOCKHEED MARTIN 0.5%
Value ($000) $7,399 Shares 26,651 Est. Cost $171.01 Unrealized +27.7%
AAPL APPLE INC 0.5%
Value ($000) $6,979 Shares 48,457 Est. Cost $24.62 Unrealized +39.4%
PSX PHILLIPS 66 0.4%
Value ($000) $6,869 Shares 83,068 Est. Cost $53.82 Unrealized +4.6%
BA BOEING CO 0.4%
Value ($000) $6,749 Shares 34,127 Est. Cost $121.01 Unrealized +44.5%
BLACKROCK INC 0.4%
Value ($000) $6,422 Shares 15,204 Est. Cost $371.46 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $6,258 Shares 77,778 Est. Cost $56.76 Unrealized +6.3%
LAZARD LTD-CL A 0.4%
Value ($000) $6,217 Shares 134,194 Est. Cost $49.47 Unrealized
ALL ALLSTATE CORPORATION 0.4%
Value ($000) $6,152 Shares 69,571 Est. Cost $58.59 Unrealized +19.1%
COST COSTCO WHOLESALE 0.4%
Value ($000) $6,066 Shares 37,927 Est. Cost $103.27 Unrealized +46.2%
CCI CROWN CASTLE INTL 0.4%
Value ($000) $5,975 Shares 59,638 Est. Cost $56.09 Unrealized +22.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $5,857 Shares 108,048 Est. Cost $14.65 Unrealized -29.0%
CNI CANADIAN NATIONAL RAILWAY 0.4%
Value ($000) $5,816 Shares 71,756 Est. Cost $53.74 Unrealized +21.1%
DR PEPPER SNAPPLE GROUP INC 0.4%
Value ($000) $5,469 Shares 60,027 Est. Cost $80.05 Unrealized
ECL ECOLAB 0.4%
Value ($000) $5,405 Shares 40,712 Est. Cost $101.85 Unrealized +15.5%
NEE NEXTERA ENERGY 0.3%
Value ($000) $4,756 Shares 33,945 Est. Cost $22.37 Unrealized +23.1%
UGI UGI CORP 0.3%
Value ($000) $4,600 Shares 95,033 Est. Cost $36.85 Unrealized +34.9%
BRX BRIXMOR PROPERTY GROUP INC. 0.2%
Value ($000) $3,822 Shares 213,746 Est. Cost $23.48 Unrealized
SUNTRUST BANKS 0.2%
Value ($000) $3,624 Shares 63,891 Est. Cost $56.50 Unrealized
FTS FORTIS INC 0.2%
Value ($000) $3,585 Shares 101,994 Est. Cost $22.16 Unrealized +8.8%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $3,378 Shares 43,901 Est. Cost $52.67 Unrealized +19.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $3,350 Shares 41,498 Est. Cost $57.68 Unrealized -3.8%
ENERGY TRANSFER PARTNERS 0.2%
Value ($000) $3,030 Shares 148,579 Est. Cost $20.39 Unrealized
NRG YIELD 0.2%
Value ($000) $2,588 Shares 147,063 Est. Cost $17.60 Unrealized
JPM JPMORGAN CHASE 0.1%
Value ($000) $2,223 Shares 24,317 Est. Cost $68.54 Unrealized 0.0%
UNP UNION PACIFIC 0.1%
Value ($000) $2,117 Shares 19,444 Est. Cost $69.09 Unrealized +30.4%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,181 Shares 11,530 Est. Cost $45.88 Unrealized +83.6%
GENERAL ELECTRIC 0.1%
Value ($000) $1,043 Shares 38,598 Est. Cost $23.31 Unrealized
PHILLIPS 66 PARTNERS LP 0.1%
Value ($000) $1,035 Shares 20,934 Est. Cost $52.07 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $623 Shares 5,304 Est. Cost $59.30 Unrealized +25.3%
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $522 Shares 9,208 Est. Cost $45.72 Unrealized +21.0%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $443 Shares 10,324 Est. Cost $55.21 Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $396 Shares 2,997 Est. Cost $59.66 Unrealized +68.3%
ABBV ABBVIE INC 0.0%
Value ($000) $340 Shares 4,683 Est. Cost $26.93 Unrealized +74.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $327 Shares 4,396 Est. Cost $26.87 Unrealized +46.2%
MMM 3M COMPANY 0.0%
Value ($000) $312 Shares 1,500 Est. Cost $72.67 Unrealized +71.6%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $277 Shares 1,810 Est. Cost $72.16 Unrealized +63.4%
PFE PFIZER 0.0%
Value ($000) $265 Shares 7,897 Est. Cost $16.79 Unrealized +28.6%
ANADARKO PETE CORP 0.0%
Value ($000) $227 Shares 5,000 Est. Cost $85.88 Unrealized
MSFT MICROSOFT 0.0%
Value ($000) $221 Shares 3,211 Est. Cost $38.92 Unrealized +60.1%
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $206 Shares 1,820 Est. Cost $57.33 Unrealized +47.9%