Copeland Capital Management, LLC Diversified Active

Location: Conshohocken, PA

CIK: 0001541743 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 21, 2017

Total Value: $1.53B (100.0% shares, 0.0% debt)

Holdings (129)

BANK OF THE OZARKS 2.9%
Value $44.48M Shares 949,035 Est. Cost $42.62 Unrealized
JKHY JACK HENRY AND ASSOCIATES INC 2.5%
Value $38.22M Shares 367,959 Est. Cost $59.41 Unrealized +51.7%
1741046D STERIS CORP 2.1%
Value $32.31M Shares 396,393 Est. Cost $75.92 Unrealized
ZD J2 GLOBAL COMMUNICATIONS 2.1%
Value $31.8M Shares 373,693 Est. Cost $59.24 Unrealized +26.0%
HEALTHSOUTH CORP 1.8%
Value $27.61M Shares 570,530 Est. Cost $39.60 Unrealized
HEI HEICO CORP 1.8%
Value $27.51M Shares 382,933 Est. Cost $32.67 Unrealized +40.9%
CHE CHEMED CORP 1.7%
Value $26.09M Shares 127,582 Est. Cost $111.02 Unrealized +74.1%
CASY CASEY'S GENERAL STORES 1.6%
Value $24.75M Shares 231,041 Est. Cost $80.19 Unrealized +30.7%
POOL POOL CORP 1.6%
Value $24.68M Shares 209,933 Est. Cost $68.10 Unrealized +59.9%
HCSG HEALTHCARE SERVICES GROUP 1.6%
Value $24.24M Shares 517,640 Est. Cost $33.69 Unrealized +37.1%
LFUS LITTELFUSE INC 1.6%
Value $24.02M Shares 145,559 Est. Cost $107.68 Unrealized +49.2%
ENSG THE ENSIGN GROUP INC 1.5%
Value $23.2M Shares 1,065,497 Est. Cost $19.09 Unrealized -7.6%
THO THOR INDUSTRIES INC 1.5%
Value $22.45M Shares 214,746 Est. Cost $51.93 Unrealized +56.6%
NEU NEWMARKET 1.5%
Value $22.23M Shares 48,286 Est. Cost $306.23 Unrealized +26.9%
DUPONT FABROS TECHNOLOGY INC 1.4%
Value $21.19M Shares 346,450 Est. Cost $37.41 Unrealized
WCN WASTE CONNECTIONS INC 1.4%
Value $20.99M Shares 325,893 Est. Cost $51.24 Unrealized +14.3%
HOMB HOME BANCSHARES 1.3%
Value $20.15M Shares 809,158 Est. Cost $19.95 Unrealized +24.9%
AWR AMERICAN STATES WATER COMPANY 1.3%
Value $19.54M Shares 412,139 Est. Cost $31.66 Unrealized +23.4%
CHD CHURCH AND DWIGHT 1.3%
Value $19.5M Shares 375,930 Est. Cost $36.00 Unrealized +27.2%
POWI POWER INTEGRATIONS INC 1.3%
Value $19.46M Shares 267,014 Est. Cost $24.02 Unrealized +26.8%
CVGW CALAVO GROWERS INC 1.2%
Value $18.53M Shares 268,364 Est. Cost $52.02 Unrealized +10.3%
SOUTH STATE CORP. 1.2%
Value $17.86M Shares 208,421 Est. Cost $74.69 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.2%
Value $17.75M Shares 204,676 Est. Cost $66.67 Unrealized +12.2%
HARRIS CORPORATION 1.1%
Value $17.39M Shares 159,404 Est. Cost $88.13 Unrealized
ABAXIS INC 1.1%
Value $17.36M Shares 327,380 Est. Cost $47.39 Unrealized
CORE-MARK HOLDING COMPANY 1.1%
Value $17.32M Shares 523,955 Est. Cost $48.30 Unrealized
DGX QUEST DIAGNOSTICS 1.1%
Value $17.3M Shares 155,589 Est. Cost $65.15 Unrealized +36.8%
CGNX COGNEX CORPORATION 1.1%
Value $17.12M Shares 201,622 Est. Cost $29.39 Unrealized +40.7%
KWR QUAKER CHEMICAL CORP 1.1%
Value $16.92M Shares 116,530 Est. Cost $92.67 Unrealized +52.6%
DISCOVER FINANCIAL 1.1%
Value $16.79M Shares 269,972 Est. Cost $63.01 Unrealized
EVR EVERCORE PARTNERS INC. CLASS A 1.1%
Value $16.31M Shares 231,377 Est. Cost $44.55 Unrealized +35.3%
JJSF J AND J SNACK FOODS 1.1%
Value $16.25M Shares 123,066 Est. Cost $88.90 Unrealized +29.0%
NDSN NORDSON CORP 1.1%
Value $16.11M Shares 132,765 Est. Cost $75.22 Unrealized +48.3%
RITCHIE BROS AUCTIONEERS 1.1%
Value $16.08M Shares 559,504 Est. Cost $27.19 Unrealized
FIX COMFORT SYSTEMS USA INC. 1.0%
Value $16.01M Shares 431,629 Est. Cost $29.63 Unrealized +13.5%
BR BROADRIDGE FINANCIAL SOLUTIONS 1.0%
Value $16M Shares 211,732 Est. Cost $51.80 Unrealized +20.5%
WYNDHAM WORLDWIDE 1.0%
Value $15.78M Shares 157,197 Est. Cost $80.51 Unrealized
R RYDER SYSTEMS INC 1.0%
Value $15.64M Shares 217,268 Est. Cost $66.54 Unrealized +4.0%
AMP AMERIPRISE FINANCIAL INC 1.0%
Value $15.62M Shares 122,723 Est. Cost $80.85 Unrealized +32.6%
BWXT BWX TECHNOLOGIES INC 1.0%
Value $15.54M Shares 318,761 Est. Cost $37.85 Unrealized +15.4%
SMP STANDARD MOTOR PRODUCTS 1.0%
Value $15.37M Shares 294,284 Est. Cost $38.83 Unrealized +28.3%
LAD LITHIA MOTORS INC 1.0%
Value $15.33M Shares 162,665 Est. Cost $92.00 Unrealized -1.8%
INTU INTUIT 1.0%
Value $15.23M Shares 114,685 Est. Cost $101.81 Unrealized +19.8%
NEENAH PAPER INC. 1.0%
Value $14.9M Shares 185,704 Est. Cost $79.20 Unrealized
IFF INTL FLAVORS AND FRAGRANCES 1.0%
Value $14.8M Shares 109,647 Est. Cost $87.64 Unrealized +24.3%
ROST ROSS STORES 1.0%
Value $14.68M Shares 254,239 Est. Cost $49.87 Unrealized +14.8%
OHI OMEGA HEALTHCARE INVESTORS 0.9%
Value $14.34M Shares 434,241 Est. Cost $33.14 Unrealized
RETAIL OPPORTUNITY INVST CORP 0.9%
Value $14.18M Shares 739,063 Est. Cost $17.30 Unrealized
COR AMERISOURCEBERGEN 0.9%
Value $14.12M Shares 149,327 Est. Cost $65.53 Unrealized +3.2%
PZZA PAPA JOHNS INTERNATIONAL INC 0.9%
Value $14.03M Shares 195,493 Est. Cost $53.61 Unrealized +21.2%
SHW SHERWIN WILLIAMS 0.9%
Value $13.83M Shares 39,400 Est. Cost $89.63 Unrealized +15.4%
AQN ALGONQUIN POWER AND UTILITIES 0.9%
Value $13.81M Shares 1,310,350 Est. Cost $6.52 Unrealized 0.0%
SNA SNAP-ON INC 0.9%
Value $13.77M Shares 87,145 Est. Cost $123.36 Unrealized +6.9%
EFX EQUIFAX INC 0.9%
Value $13.75M Shares 100,065 Est. Cost $112.94 Unrealized +12.3%
RHP RYMAN HOSPITALITY PPTYS INC 0.9%
Value $13.57M Shares 212,002 Est. Cost $53.85 Unrealized
MKTX MARKETAXESS HOLDINGS 0.9%
Value $13.55M Shares 67,368 Est. Cost $171.50 Unrealized +2.7%
NRG YIELD 0.9%
Value $13.42M Shares 786,727 Est. Cost $19.44 Unrealized
MORN MORNINGSTAR INC 0.8%
Value $12.62M Shares 161,136 Est. Cost $74.08 Unrealized +1.9%
EXPO EXPONENT INC 0.8%
Value $12.22M Shares 209,554 Est. Cost $19.62 Unrealized +38.3%
ZTS ZOETIS 0.8%
Value $11.72M Shares 187,853 Est. Cost $47.45 Unrealized +16.5%
BROADCOM LIMITED 0.7%
Value $11.42M Shares 49,022 Est. Cost $160.70 Unrealized
XILINX 0.7%
Value $11.38M Shares 176,969 Est. Cost $49.38 Unrealized
RMD RESMED INC 0.7%
Value $11.04M Shares 141,798 Est. Cost $55.91 Unrealized +17.1%
SXI STANDEX INTERNATIONAL CORPORAT 0.7%
Value $10.77M Shares 118,761 Est. Cost $86.38 Unrealized +5.1%
CCOI COGENT COMMUNICATIONS HOLDINGS 0.7%
Value $10.76M Shares 268,299 Est. Cost $26.76 Unrealized 0.0%
NIC INC 0.7%
Value $10.51M Shares 554,804 Est. Cost $20.91 Unrealized
EXPE EXPEDIA INC 0.7%
Value $10.36M Shares 69,552 Est. Cost $109.17 Unrealized +23.6%
ROK ROCKWELL AUTOMATION 0.7%
Value $10.25M Shares 63,264 Est. Cost $104.69 Unrealized +28.4%
V VISA 0.7%
Value $10.04M Shares 107,105 Est. Cost $74.14 Unrealized +17.9%
KW KENNEDY-WILSON HOLDINGS INC 0.7%
Value $10.01M Shares 525,550 Est. Cost $20.23 Unrealized 0.0%
MSCI MSCI INC 0.6%
Value $9.851M Shares 95,655 Est. Cost $78.29 Unrealized +17.3%
SCI SERVICE CORPORATION INTERNATIO 0.6%
Value $9.77M Shares 292,071 Est. Cost $27.55 Unrealized +15.6%
HRL HORMEL FOODS 0.6%
Value $9.634M Shares 282,441 Est. Cost $28.12 Unrealized -1.6%
SCRIPPS NETWORKS INTER-CL A 0.6%
Value $9.328M Shares 136,567 Est. Cost $62.28 Unrealized
CMCSA COMCAST 0.6%
Value $9.317M Shares 239,386 Est. Cost $27.92 Unrealized +14.3%
AMSF AMERISAFE INC 0.6%
Value $9.271M Shares 162,798 Est. Cost $28.41 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $9.243M Shares 49,848 Est. Cost $110.46 Unrealized +38.2%
HD HOME DEPOT 0.6%
Value $8.973M Shares 58,492 Est. Cost $92.53 Unrealized +34.5%
MDT MEDTRONIC PLC 0.6%
Value $8.587M Shares 96,755 Est. Cost $60.65 Unrealized +11.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.6%
Value $8.511M Shares 51,213 Est. Cost $151.51 Unrealized -1.1%
PB PROSPERITY BANCSHARES 0.6%
Value $8.45M Shares 131,538 Est. Cost $43.51 Unrealized +17.5%
AMT AMERICAN TOWER CORPORATION 0.5%
Value $8.39M Shares 63,402 Est. Cost $81.91 Unrealized +25.6%
HANESBRAND INC 0.5%
Value $8.361M Shares 361,027 Est. Cost $21.10 Unrealized
ENB ENBRIDGE INC 0.5%
Value $8.158M Shares 204,922 Est. Cost $24.42 Unrealized -2.4%
SBUX STARBUCKS 0.5%
Value $7.922M Shares 135,863 Est. Cost $43.97 Unrealized +14.2%
STZ CONSTELLATION BRANDS INC-A 0.5%
Value $7.714M Shares 39,816 Est. Cost $139.28 Unrealized +11.8%
NIELSEN HOLDINGS PLC 0.5%
Value $7.577M Shares 195,978 Est. Cost $47.18 Unrealized
DIS DISNEY WALT 0.5%
Value $7.44M Shares 70,028 Est. Cost $93.31 Unrealized +9.8%
AMGN AMGEN 0.5%
Value $7.427M Shares 43,120 Est. Cost $117.45 Unrealized +6.7%
LMT LOCKHEED MARTIN 0.5%
Value $7.399M Shares 26,651 Est. Cost $171.01 Unrealized +27.7%
AAPL APPLE INC 0.5%
Value $6.979M Shares 48,457 Est. Cost $24.62 Unrealized +39.4%
PSX PHILLIPS 66 0.4%
Value $6.869M Shares 83,068 Est. Cost $53.82 Unrealized +4.6%
BA BOEING CO 0.4%
Value $6.749M Shares 34,127 Est. Cost $121.01 Unrealized +44.5%
BLACKROCK INC 0.4%
Value $6.422M Shares 15,204 Est. Cost $371.46 Unrealized
CVS CVS HEALTH CORP 0.4%
Value $6.258M Shares 77,778 Est. Cost $56.76 Unrealized +6.3%
LAZARD LTD-CL A 0.4%
Value $6.217M Shares 134,194 Est. Cost $49.47 Unrealized
ALL ALLSTATE CORPORATION 0.4%
Value $6.152M Shares 69,571 Est. Cost $58.59 Unrealized +19.1%
COST COSTCO WHOLESALE 0.4%
Value $6.066M Shares 37,927 Est. Cost $103.27 Unrealized +46.2%
CCI CROWN CASTLE INTL 0.4%
Value $5.975M Shares 59,638 Est. Cost $56.09 Unrealized +22.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value $5.857M Shares 108,048 Est. Cost $14.65 Unrealized -29.0%
CNI CANADIAN NATIONAL RAILWAY 0.4%
Value $5.816M Shares 71,756 Est. Cost $53.74 Unrealized +21.1%
DR PEPPER SNAPPLE GROUP INC 0.4%
Value $5.469M Shares 60,027 Est. Cost $80.05 Unrealized
ECL ECOLAB 0.4%
Value $5.405M Shares 40,712 Est. Cost $101.85 Unrealized +15.5%
NEE NEXTERA ENERGY 0.3%
Value $4.756M Shares 33,945 Est. Cost $22.37 Unrealized +23.1%
UGI UGI CORP 0.3%
Value $4.6M Shares 95,033 Est. Cost $36.85 Unrealized +34.9%
BRX BRIXMOR PROPERTY GROUP INC. 0.2%
Value $3.822M Shares 213,746 Est. Cost $23.48 Unrealized
SUNTRUST BANKS 0.2%
Value $3.624M Shares 63,891 Est. Cost $56.50 Unrealized
FTS FORTIS INC 0.2%
Value $3.585M Shares 101,994 Est. Cost $22.16 Unrealized +8.8%
TXN TEXAS INSTRUMENTS 0.2%
Value $3.378M Shares 43,901 Est. Cost $52.67 Unrealized +19.9%
XOM EXXON MOBIL CORP 0.2%
Value $3.35M Shares 41,498 Est. Cost $57.68 Unrealized -3.8%
ENERGY TRANSFER PARTNERS 0.2%
Value $3.03M Shares 148,579 Est. Cost $20.39 Unrealized
NRG YIELD 0.2%
Value $2.588M Shares 147,063 Est. Cost $17.60 Unrealized
JPM JPMORGAN CHASE 0.1%
Value $2.223M Shares 24,317 Est. Cost $68.54 Unrealized 0.0%
UNP UNION PACIFIC 0.1%
Value $2.117M Shares 19,444 Est. Cost $69.09 Unrealized +30.4%
ADP AUTO DATA PROCESSING 0.1%
Value $1.181M Shares 11,530 Est. Cost $45.88 Unrealized +83.6%
GENERAL ELECTRIC 0.1%
Value $1.043M Shares 38,598 Est. Cost $23.31 Unrealized
PHILLIPS 66 PARTNERS LP 0.1%
Value $1.035M Shares 20,934 Est. Cost $52.07 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value $623K Shares 5,304 Est. Cost $59.30 Unrealized +25.3%
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value $522K Shares 9,208 Est. Cost $45.72 Unrealized +21.0%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value $443K Shares 10,324 Est. Cost $55.21 Unrealized
JNJ JOHNSON AND JOHNSON 0.0%
Value $396K Shares 2,997 Est. Cost $59.66 Unrealized +68.3%
ABBV ABBVIE INC 0.0%
Value $340K Shares 4,683 Est. Cost $26.93 Unrealized +74.4%
MO ALTRIA GROUP INC 0.0%
Value $327K Shares 4,396 Est. Cost $26.87 Unrealized +46.2%
MMM 3M COMPANY 0.0%
Value $312K Shares 1,500 Est. Cost $72.67 Unrealized +71.6%
MCD MCDONALDS CORPORATION 0.0%
Value $277K Shares 1,810 Est. Cost $72.16 Unrealized +63.4%
PFE PFIZER 0.0%
Value $265K Shares 7,897 Est. Cost $16.79 Unrealized +28.6%
ANADARKO PETE CORP 0.0%
Value $227K Shares 5,000 Est. Cost $85.88 Unrealized
MSFT MICROSOFT 0.0%
Value $221K Shares 3,211 Est. Cost $38.92 Unrealized +60.1%
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value $206K Shares 1,820 Est. Cost $57.33 Unrealized +47.9%