Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 27, 2017

Total Value ($000): $1,473,573 (100.0% shares, 0.0% debt)

Holdings (136)

BANK OF THE OZARKS 2.6%
Value ($000) $38,827 Shares 808,056 Est. Cost $42.62 Unrealized
JKHY JACK HENRY AND ASSOCIATES INC 2.4%
Value ($000) $35,766 Shares 347,954 Est. Cost $59.41 Unrealized +57.7%
1741046D STERIS CORP 2.4%
Value ($000) $35,113 Shares 397,207 Est. Cost $75.92 Unrealized
HEI HEICO CORP 2.3%
Value ($000) $34,491 Shares 384,041 Est. Cost $32.67 Unrealized +62.6%
LFUS LITTELFUSE INC 2.0%
Value ($000) $28,911 Shares 147,597 Est. Cost $108.70 Unrealized +67.0%
THO THOR INDUSTRIES INC 1.9%
Value ($000) $27,380 Shares 217,459 Est. Cost $52.41 Unrealized +73.2%
HEALTHSOUTH CORP 1.8%
Value ($000) $26,545 Shares 572,702 Est. Cost $39.60 Unrealized
CHE CHEMED CORP 1.8%
Value ($000) $26,091 Shares 129,129 Est. Cost $111.98 Unrealized +70.6%
ZD J2 GLOBAL COMMUNICATIONS 1.8%
Value ($000) $25,955 Shares 351,313 Est. Cost $59.24 Unrealized +14.3%
ENSG THE ENSIGN GROUP INC 1.7%
Value ($000) $24,426 Shares 1,081,279 Est. Cost $19.09 Unrealized +0.0%
CASY CASEY'S GENERAL STORES 1.6%
Value ($000) $24,162 Shares 220,765 Est. Cost $80.19 Unrealized +24.8%
POOL POOL CORP 1.6%
Value ($000) $23,018 Shares 212,791 Est. Cost $68.51 Unrealized +43.7%
WCN WASTE CONNECTIONS INC 1.5%
Value ($000) $22,452 Shares 320,919 Est. Cost $51.24 Unrealized +21.7%
HCSG HEALTHCARE SERVICES GROUP 1.5%
Value ($000) $21,431 Shares 397,083 Est. Cost $33.69 Unrealized +52.6%
HOMB HOME BANCSHARES 1.4%
Value ($000) $20,942 Shares 830,360 Est. Cost $20.05 Unrealized +19.8%
NEU NEWMARKET 1.4%
Value ($000) $20,743 Shares 48,720 Est. Cost $306.23 Unrealized +20.5%
AWR AMERICAN STATES WATER COMPANY 1.4%
Value ($000) $20,614 Shares 418,555 Est. Cost $31.82 Unrealized +32.5%
CVGW CALAVO GROWERS INC 1.4%
Value ($000) $19,988 Shares 273,063 Est. Cost $52.17 Unrealized +15.8%
POWI POWER INTEGRATIONS INC 1.3%
Value ($000) $19,857 Shares 271,264 Est. Cost $24.17 Unrealized +39.1%
LAD LITHIA MOTORS INC 1.3%
Value ($000) $19,835 Shares 164,869 Est. Cost $92.17 Unrealized +13.5%
SOUTH STATE CORP. 1.3%
Value ($000) $19,097 Shares 212,070 Est. Cost $74.95 Unrealized
EVR EVERCORE INC 1.3%
Value ($000) $18,999 Shares 236,742 Est. Cost $44.96 Unrealized +39.3%
R RYDER SYSTEMS INC 1.3%
Value ($000) $18,635 Shares 220,408 Est. Cost $66.67 Unrealized +13.5%
BWXT BWX TECHNOLOGIES INC 1.2%
Value ($000) $18,151 Shares 324,017 Est. Cost $38.01 Unrealized +26.1%
RITCHIE BROS AUCTIONEERS 1.2%
Value ($000) $18,021 Shares 569,931 Est. Cost $27.27 Unrealized
KWR QUAKER CHEMICAL CORP 1.2%
Value ($000) $17,532 Shares 118,498 Est. Cost $93.49 Unrealized +52.1%
AQN ALGONQUIN POWER AND UTILITIES 1.1%
Value ($000) $16,702 Shares 1,580,105 Est. Cost $6.60 Unrealized +5.9%
CHD CHURCH AND DWIGHT 1.1%
Value ($000) $16,577 Shares 342,153 Est. Cost $36.00 Unrealized +26.8%
JJSF J AND J SNACK FOODS 1.1%
Value ($000) $16,435 Shares 125,173 Est. Cost $89.28 Unrealized +24.7%
HARRIS CORPORATION 1.1%
Value ($000) $16,373 Shares 124,341 Est. Cost $88.13 Unrealized
NEENAH PAPER INC. 1.1%
Value ($000) $16,158 Shares 188,876 Est. Cost $79.31 Unrealized
EXPO EXPONENT INC 1.1%
Value ($000) $15,791 Shares 213,677 Est. Cost $19.83 Unrealized +51.8%
FIX COMFORT SYSTEMS USA INC. 1.1%
Value ($000) $15,764 Shares 441,581 Est. Cost $29.71 Unrealized +10.5%
RHP RYMAN HOSPITALITY PPTYS INC 1.1%
Value ($000) $15,474 Shares 247,619 Est. Cost $55.09 Unrealized
WYNDHAM WORLDWIDE 1.0%
Value ($000) $15,467 Shares 146,734 Est. Cost $80.51 Unrealized
DISCOVER FINANCIAL 1.0%
Value ($000) $15,425 Shares 239,224 Est. Cost $63.01 Unrealized
MSI MOTOROLA SOLUTIONS INC 1.0%
Value ($000) $15,394 Shares 181,381 Est. Cost $66.67 Unrealized +16.4%
CORE-MARK HOLDING COMPANY 1.0%
Value ($000) $15,393 Shares 478,940 Est. Cost $48.30 Unrealized
DGX QUEST DIAGNOSTICS 1.0%
Value ($000) $15,388 Shares 164,331 Est. Cost $66.47 Unrealized +35.2%
CCOI COGENT COMMUNICATIONS HOLDINGS 1.0%
Value ($000) $15,045 Shares 307,660 Est. Cost $27.04 Unrealized +7.0%
ABAXIS INC 1.0%
Value ($000) $14,931 Shares 334,392 Est. Cost $47.33 Unrealized
ROST ROSS STORES 1.0%
Value ($000) $14,864 Shares 230,192 Est. Cost $49.87 Unrealized +6.1%
PZZA PAPA JOHNS INTERNATIONAL INC 1.0%
Value ($000) $14,539 Shares 198,968 Est. Cost $53.76 Unrealized +15.1%
SMP STANDARD MOTOR PRODUCTS 1.0%
Value ($000) $14,417 Shares 298,795 Est. Cost $38.97 Unrealized +22.4%
RETAIL OPPORTUNITY INVST CORP 1.0%
Value ($000) $14,306 Shares 752,571 Est. Cost $17.33 Unrealized
KW KENNEDY-WILSON HOLDINGS INC 1.0%
Value ($000) $14,068 Shares 758,397 Est. Cost $19.94 Unrealized -3.3%
MORN MORNINGSTAR INC 0.9%
Value ($000) $13,921 Shares 163,793 Est. Cost $74.20 Unrealized +9.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.9%
Value ($000) $13,824 Shares 171,042 Est. Cost $51.80 Unrealized +29.1%
INTU INTUIT 0.9%
Value ($000) $13,737 Shares 96,645 Est. Cost $101.81 Unrealized +27.9%
NRG YIELD 0.9%
Value ($000) $13,670 Shares 720,628 Est. Cost $19.44 Unrealized
NDSN NORDSON CORP 0.9%
Value ($000) $13,566 Shares 114,487 Est. Cost $75.22 Unrealized +45.4%
AMP AMERIPRISE FINANCIAL INC 0.9%
Value ($000) $13,477 Shares 90,750 Est. Cost $80.85 Unrealized +46.7%
IFF INTL FLAVORS AND FRAGRANCES 0.9%
Value ($000) $13,234 Shares 92,602 Est. Cost $87.64 Unrealized +26.4%
MSCI MSCI INC 0.9%
Value ($000) $12,952 Shares 110,802 Est. Cost $81.47 Unrealized +24.7%
SXI STANDEX INTERNATIONAL CORPORAT 0.9%
Value ($000) $12,856 Shares 121,051 Est. Cost $86.55 Unrealized +10.5%
XILINX 0.8%
Value ($000) $11,862 Shares 167,471 Est. Cost $49.38 Unrealized
MKTX MARKETAXESS HOLDINGS 0.8%
Value ($000) $11,642 Shares 63,099 Est. Cost $171.50 Unrealized +2.7%
SNA SNAP-ON INC 0.8%
Value ($000) $11,548 Shares 77,498 Est. Cost $123.36 Unrealized -1.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.7%
Value ($000) $10,955 Shares 60,821 Est. Cost $151.28 Unrealized -0.8%
SHW SHERWIN WILLIAMS 0.7%
Value ($000) $10,857 Shares 30,325 Est. Cost $89.63 Unrealized +18.8%
RMD RESMED INC 0.7%
Value ($000) $10,715 Shares 139,231 Est. Cost $55.91 Unrealized +25.7%
NIELSEN HOLDINGS 0.7%
Value ($000) $10,101 Shares 243,696 Est. Cost $46.06 Unrealized
ZTS ZOETIS 0.7%
Value ($000) $9,936 Shares 155,830 Est. Cost $47.45 Unrealized +23.8%
SCI SERVICE CORPORATION INTERNATIO 0.7%
Value ($000) $9,881 Shares 286,412 Est. Cost $27.55 Unrealized +25.9%
AMSF AMERISAFE INC 0.7%
Value ($000) $9,710 Shares 166,842 Est. Cost $28.40 Unrealized -1.3%
NIC INC 0.7%
Value ($000) $9,706 Shares 565,970 Est. Cost $20.84 Unrealized
QTS REALTY TRUST INC CLASS A 0.7%
Value ($000) $9,637 Shares 184,060 Est. Cost $52.36 Unrealized
EXPE EXPEDIA INC 0.6%
Value ($000) $9,223 Shares 64,077 Est. Cost $109.17 Unrealized +30.8%
V VISA 0.6%
Value ($000) $8,947 Shares 85,009 Est. Cost $74.14 Unrealized +29.1%
COR AMERISOURCEBERGEN 0.6%
Value ($000) $8,839 Shares 106,813 Est. Cost $65.53 Unrealized -1.3%
HANESBRAND INC 0.6%
Value ($000) $8,755 Shares 355,332 Est. Cost $21.10 Unrealized
PB PROSPERITY BANCSHARES 0.6%
Value ($000) $8,521 Shares 129,633 Est. Cost $43.51 Unrealized +12.2%
ROK ROCKWELL AUTOMATION 0.6%
Value ($000) $8,219 Shares 46,118 Est. Cost $104.69 Unrealized +36.1%
BROADCOM LIMITED 0.6%
Value ($000) $8,145 Shares 33,583 Est. Cost $160.70 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $7,949 Shares 40,588 Est. Cost $110.46 Unrealized +52.9%
STZ CONSTELLATION BRANDS INC-A 0.5%
Value ($000) $7,758 Shares 38,898 Est. Cost $139.28 Unrealized +24.6%
BA BOEING CO 0.5%
Value ($000) $7,650 Shares 30,093 Est. Cost $121.01 Unrealized +82.2%
HD HOME DEPOT 0.5%
Value ($000) $7,566 Shares 46,258 Est. Cost $92.53 Unrealized +35.3%
CMCSA COMCAST 0.5%
Value ($000) $7,126 Shares 185,187 Est. Cost $27.92 Unrealized +14.7%
HRL HORMEL FOODS 0.5%
Value ($000) $7,005 Shares 217,935 Est. Cost $28.12 Unrealized -6.1%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.5%
Value ($000) $6,979 Shares 58,666 Est. Cost $88.57 Unrealized 0.0%
AMGN AMGEN 0.5%
Value ($000) $6,867 Shares 36,829 Est. Cost $117.45 Unrealized +17.1%
AMT AMERICAN TOWER CORPORATION 0.5%
Value ($000) $6,764 Shares 49,488 Est. Cost $81.91 Unrealized +37.1%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $6,751 Shares 106,664 Est. Cost $14.65 Unrealized -32.0%
COST COSTCO WHOLESALE 0.4%
Value ($000) $6,539 Shares 39,801 Est. Cost $105.01 Unrealized +33.4%
LMT LOCKHEED MARTIN 0.4%
Value ($000) $6,520 Shares 21,013 Est. Cost $171.01 Unrealized +39.5%
AAPL APPLE INC 0.4%
Value ($000) $6,519 Shares 42,298 Est. Cost $24.62 Unrealized +46.8%
AWK AMERICAN WATER WORKS COMPANY I 0.4%
Value ($000) $6,311 Shares 78,000 Est. Cost $69.04 Unrealized 0.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,092 Shares 78,326 Est. Cost $60.65 Unrealized +10.4%
LAZARD LTD-CL A 0.4%
Value ($000) $5,929 Shares 131,115 Est. Cost $49.47 Unrealized
CCI CROWN CASTLE INTL 0.4%
Value ($000) $5,783 Shares 57,841 Est. Cost $56.09 Unrealized +28.1%
SBUX STARBUCKS 0.4%
Value ($000) $5,730 Shares 106,675 Est. Cost $43.97 Unrealized +5.1%
FBIN FORTUNE BRANDS HOME & SEC INC 0.4%
Value ($000) $5,681 Shares 84,504 Est. Cost $48.78 Unrealized 0.0%
ECL ECOLAB 0.4%
Value ($000) $5,175 Shares 40,236 Est. Cost $101.85 Unrealized +17.9%
EQIX EQUINIX INC 0.3%
Value ($000) $5,034 Shares 11,279 Est. Cost $381.51 Unrealized 0.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $4,938 Shares 60,730 Est. Cost $56.76 Unrealized +7.1%
BLACKROCK INC 0.3%
Value ($000) $4,904 Shares 10,969 Est. Cost $371.46 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $4,442 Shares 74,076 Est. Cost $44.58 Unrealized 0.0%
ALL ALLSTATE CORPORATION 0.3%
Value ($000) $4,318 Shares 46,976 Est. Cost $58.59 Unrealized +28.3%
NRG YIELD 0.3%
Value ($000) $4,254 Shares 220,399 Est. Cost $18.16 Unrealized
DIS DISNEY WALT 0.3%
Value ($000) $4,057 Shares 41,162 Est. Cost $93.31 Unrealized +3.9%
BRX BRIXMOR PROPERTY GROUP INC. 0.3%
Value ($000) $3,935 Shares 209,326 Est. Cost $23.48 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.3%
Value ($000) $3,840 Shares 46,350 Est. Cost $53.74 Unrealized +29.1%
TXN TEXAS INSTRUMENTS 0.3%
Value ($000) $3,815 Shares 42,558 Est. Cost $52.67 Unrealized +23.8%
SUNTRUST BANKS 0.3%
Value ($000) $3,743 Shares 62,629 Est. Cost $56.50 Unrealized
FTS FORTIS INC 0.2%
Value ($000) $3,567 Shares 99,720 Est. Cost $22.16 Unrealized +18.4%
DR PEPPER SNAPPLE GROUP INC 0.2%
Value ($000) $3,361 Shares 37,986 Est. Cost $80.05 Unrealized
CGNX COGNEX CORPORATION 0.2%
Value ($000) $3,310 Shares 30,010 Est. Cost $29.39 Unrealized +61.0%
DPZ DOMINO'S PIZZA INC 0.2%
Value ($000) $3,295 Shares 16,595 Est. Cost $177.13 Unrealized 0.0%
ENB ENBRIDGE INC 0.2%
Value ($000) $3,092 Shares 73,879 Est. Cost $24.42 Unrealized -0.3%
NEE NEXTERA ENERGY 0.2%
Value ($000) $3,019 Shares 20,600 Est. Cost $22.37 Unrealized +32.9%
PSX PHILLIPS 66 0.2%
Value ($000) $2,876 Shares 31,395 Est. Cost $53.82 Unrealized +13.8%
UGI UGI CORP 0.2%
Value ($000) $2,756 Shares 58,821 Est. Cost $36.85 Unrealized +32.5%
ENERGY TRANSFER PARTNERS 0.2%
Value ($000) $2,656 Shares 145,218 Est. Cost $20.39 Unrealized
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $2,498 Shares 47,525 Est. Cost $52.34 Unrealized
JPM JPMORGAN CHASE 0.2%
Value ($000) $2,347 Shares 24,575 Est. Cost $68.59 Unrealized +7.4%
UNP UNION PACIFIC 0.2%
Value ($000) $2,253 Shares 19,432 Est. Cost $69.09 Unrealized +29.0%
CORESITE REALTY CORPORATION 0.1%
Value ($000) $2,062 Shares 18,427 Est. Cost $111.90 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $2,033 Shares 24,014 Est. Cost $18.13 Unrealized 0.0%
MKC MCCORMICK AND CO 0.1%
Value ($000) $2,022 Shares 19,698 Est. Cost $41.10 Unrealized 0.0%
TJX TJX COMPANIES 0.1%
Value ($000) $2,009 Shares 27,243 Est. Cost $31.69 Unrealized 0.0%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $989 Shares 9,045 Est. Cost $45.88 Unrealized +95.3%
GENERAL ELECTRIC 0.1%
Value ($000) $933 Shares 38,598 Est. Cost $23.31 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $615 Shares 9,148 Est. Cost $45.72 Unrealized +30.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $462 Shares 5,641 Est. Cost $57.68 Unrealized -5.8%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $461 Shares 9,575 Est. Cost $55.21 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $433 Shares 3,902 Est. Cost $59.30 Unrealized +26.9%
ABBV ABBVIE INC 0.0%
Value ($000) $416 Shares 4,683 Est. Cost $26.93 Unrealized +99.2%
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $385 Shares 2,962 Est. Cost $59.66 Unrealized +76.0%
MMM 3M COMPANY 0.0%
Value ($000) $315 Shares 1,500 Est. Cost $72.67 Unrealized +78.7%
PFE PFIZER 0.0%
Value ($000) $282 Shares 7,897 Est. Cost $16.79 Unrealized +32.5%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $280 Shares 1,785 Est. Cost $72.16 Unrealized +78.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $271 Shares 4,271 Est. Cost $26.87 Unrealized +34.3%
ANADARKO PETE CORP 0.0%
Value ($000) $244 Shares 5,000 Est. Cost $85.88 Unrealized
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $214 Shares 1,807 Est. Cost $57.33 Unrealized +50.5%
MSFT MICROSOFT 0.0%
Value ($000) $214 Shares 2,871 Est. Cost $38.92 Unrealized +71.3%