Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 4, 2018

Total Value ($000): $1,558,934 (100.0% shares, 0.0% debt)

Holdings (130)

JKHY JACK HENRY AND ASSOCIATES INC 2.4%
Value ($000) $37,560 Shares 310,539 Est. Cost $59.41 Unrealized +86.4%
CHE CHEMED CORP 2.3%
Value ($000) $36,406 Shares 133,423 Est. Cost $119.69 Unrealized +115.6%
BANK OF THE OZARKS 2.2%
Value ($000) $33,697 Shares 698,089 Est. Cost $42.62 Unrealized
HEI HEICO CORP 2.1%
Value ($000) $32,569 Shares 375,178 Est. Cost $32.67 Unrealized +100.2%
EHC ENCOMPASS HEALTH CORPORATION 2.1%
Value ($000) $32,497 Shares 568,422 Est. Cost $34.11 Unrealized +13.3%
1741046D STERIS CORP 1.9%
Value ($000) $29,719 Shares 318,326 Est. Cost $75.92 Unrealized
ENSG THE ENSIGN GROUP INC 1.8%
Value ($000) $27,784 Shares 1,056,425 Est. Cost $19.09 Unrealized +21.6%
POOL POOL CORP 1.7%
Value ($000) $27,103 Shares 185,354 Est. Cost $68.51 Unrealized +83.8%
ZD J2 GLOBAL COMMUNICATIONS 1.7%
Value ($000) $26,830 Shares 339,961 Est. Cost $59.24 Unrealized +14.2%
AQN ALGONQUIN POWER AND UTILITIES 1.6%
Value ($000) $25,131 Shares 2,533,363 Est. Cost $6.85 Unrealized +1.5%
CVGW CALAVO GROWERS INC 1.6%
Value ($000) $24,871 Shares 269,755 Est. Cost $52.17 Unrealized +45.0%
CASY CASEY'S GENERAL STORES 1.5%
Value ($000) $23,794 Shares 216,760 Est. Cost $80.19 Unrealized +36.4%
ABAXIS INC 1.5%
Value ($000) $23,321 Shares 330,230 Est. Cost $47.33 Unrealized
AWR AMERICAN STATES WATER COMPANY 1.4%
Value ($000) $21,819 Shares 411,219 Est. Cost $31.82 Unrealized +46.6%
EVR EVERCORE INC 1.4%
Value ($000) $21,694 Shares 248,779 Est. Cost $46.14 Unrealized +71.5%
NEU NEWMARKET 1.4%
Value ($000) $21,388 Shares 53,247 Est. Cost $309.48 Unrealized +12.2%
WCN WASTE CONNECTIONS INC 1.3%
Value ($000) $19,861 Shares 276,835 Est. Cost $51.24 Unrealized +31.5%
THO THOR INDUSTRIES INC 1.3%
Value ($000) $19,750 Shares 171,484 Est. Cost $52.41 Unrealized +115.7%
LFUS LITTELFUSE INC 1.3%
Value ($000) $19,703 Shares 94,644 Est. Cost $108.70 Unrealized +93.0%
BWXT BWX TECHNOLOGIES INC 1.3%
Value ($000) $19,638 Shares 309,122 Est. Cost $38.01 Unrealized +51.2%
MSI MOTOROLA SOLUTIONS INC 1.2%
Value ($000) $18,818 Shares 178,711 Est. Cost $66.67 Unrealized +37.3%
RHP RYMAN HOSPITALITY PPTYS INC 1.2%
Value ($000) $18,809 Shares 242,848 Est. Cost $55.09 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 1.2%
Value ($000) $18,592 Shares 169,499 Est. Cost $51.80 Unrealized +67.8%
POWI POWER INTEGRATIONS INC 1.2%
Value ($000) $18,138 Shares 265,368 Est. Cost $24.17 Unrealized +36.4%
FIX COMFORT SYSTEMS USA INC. 1.2%
Value ($000) $18,009 Shares 436,589 Est. Cost $29.71 Unrealized +34.8%
ANTERO MIDSTREAM GP LP 1.2%
Value ($000) $18,006 Shares 1,126,090 Est. Cost $16.87 Unrealized
ROST ROSS STORES 1.1%
Value ($000) $17,656 Shares 226,407 Est. Cost $49.87 Unrealized +47.0%
KWR QUAKER CHEMICAL CORP 1.1%
Value ($000) $17,162 Shares 115,855 Est. Cost $93.49 Unrealized +62.1%
CHD CHURCH AND DWIGHT 1.1%
Value ($000) $17,045 Shares 338,461 Est. Cost $36.00 Unrealized +24.0%
HCSG HEALTHCARE SERVICES GROUP 1.1%
Value ($000) $16,948 Shares 389,798 Est. Cost $33.69 Unrealized +45.2%
DISCOVER FINANCIAL 1.1%
Value ($000) $16,881 Shares 234,681 Est. Cost $63.01 Unrealized
JJSF J AND J SNACK FOODS 1.1%
Value ($000) $16,701 Shares 122,298 Est. Cost $89.28 Unrealized +36.7%
HOMB HOME BANCSHARES 1.1%
Value ($000) $16,649 Shares 729,886 Est. Cost $20.05 Unrealized +19.5%
EXPO EXPONENT INC 1.1%
Value ($000) $16,443 Shares 209,068 Est. Cost $19.83 Unrealized +74.8%
MSCI MSCI INC 1.1%
Value ($000) $16,380 Shares 109,593 Est. Cost $81.47 Unrealized +62.0%
DGX QUEST DIAGNOSTICS 1.0%
Value ($000) $16,302 Shares 162,535 Est. Cost $66.47 Unrealized +31.6%
HARRIS CORPORATION 1.0%
Value ($000) $16,287 Shares 100,984 Est. Cost $88.13 Unrealized
LAD LITHIA MOTORS INC 1.0%
Value ($000) $16,169 Shares 160,856 Est. Cost $92.17 Unrealized +22.7%
INTU INTUIT 1.0%
Value ($000) $15,873 Shares 91,569 Est. Cost $101.81 Unrealized +56.7%
KW KENNEDY-WILSON HOLDINGS INC 1.0%
Value ($000) $15,849 Shares 910,868 Est. Cost $19.38 Unrealized -11.5%
R RYDER SYSTEMS INC 1.0%
Value ($000) $15,616 Shares 214,538 Est. Cost $66.67 Unrealized +20.8%
NDSN NORDSON CORP 1.0%
Value ($000) $15,427 Shares 113,152 Est. Cost $75.22 Unrealized +72.7%
MORN MORNINGSTAR INC 1.0%
Value ($000) $15,205 Shares 159,180 Est. Cost $74.20 Unrealized +29.6%
MKTX MARKETAXESS HOLDINGS 1.0%
Value ($000) $15,058 Shares 69,254 Est. Cost $171.76 Unrealized +10.7%
NEENAH INC. 0.9%
Value ($000) $14,376 Shares 183,371 Est. Cost $79.31 Unrealized
SXI STANDEX INTERNATIONAL CORPORAT 0.9%
Value ($000) $14,364 Shares 150,644 Est. Cost $89.78 Unrealized +11.5%
BMI BADGER METER INC. 0.9%
Value ($000) $14,273 Shares 302,721 Est. Cost $43.99 Unrealized +2.6%
USPH U.S. PHYSICAL THERAPY INC. 0.9%
Value ($000) $14,086 Shares 173,261 Est. Cost $68.22 Unrealized +13.6%
SMP STANDARD MOTOR PRODUCTS 0.9%
Value ($000) $13,930 Shares 292,835 Est. Cost $38.97 Unrealized +21.4%
WYNDHAM WORLDWIDE 0.9%
Value ($000) $13,757 Shares 120,226 Est. Cost $80.51 Unrealized
DPZ DOMINO'S PIZZA INC 0.9%
Value ($000) $13,314 Shares 57,006 Est. Cost $178.82 Unrealized +11.3%
SCI SERVICE CORPORATION INTERNATIO 0.9%
Value ($000) $13,273 Shares 351,693 Est. Cost $29.52 Unrealized +30.1%
AMP AMERIPRISE FINANCIAL INC 0.8%
Value ($000) $13,225 Shares 89,392 Est. Cost $80.85 Unrealized +73.1%
CCOI COGENT COMMUNICATIONS HOLDINGS 0.8%
Value ($000) $13,132 Shares 302,572 Est. Cost $27.04 Unrealized +8.0%
RETAIL OPPORTUNITY INVST CORP 0.8%
Value ($000) $13,109 Shares 741,874 Est. Cost $17.33 Unrealized
ZTS ZOETIS 0.8%
Value ($000) $12,777 Shares 153,005 Est. Cost $47.45 Unrealized +56.1%
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $12,732 Shares 115,313 Est. Cost $115.94 Unrealized -2.9%
CTRA CABOT OIL AND GAS CORPORATION 0.8%
Value ($000) $12,267 Shares 511,572 Est. Cost $18.91 Unrealized 0.0%
XILINX 0.8%
Value ($000) $12,160 Shares 168,331 Est. Cost $49.71 Unrealized
PETS PETMED EXPRESS INC 0.8%
Value ($000) $12,152 Shares 291,077 Est. Cost $46.17 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.8%
Value ($000) $12,012 Shares 60,236 Est. Cost $151.28 Unrealized +23.5%
OKE ONEOK 0.8%
Value ($000) $11,875 Shares 208,635 Est. Cost $33.03 Unrealized +6.0%
NRG YIELD 0.7%
Value ($000) $11,347 Shares 690,210 Est. Cost $19.44 Unrealized
CABO CABLE ONE INC 0.7%
Value ($000) $11,310 Shares 16,460 Est. Cost $636.87 Unrealized 0.0%
EQIX EQUINIX INC 0.7%
Value ($000) $11,270 Shares 26,953 Est. Cost $388.60 Unrealized -7.0%
SHW SHERWIN WILLIAMS 0.7%
Value ($000) $11,187 Shares 28,530 Est. Cost $89.63 Unrealized +41.8%
PZZA PAPA JOHNS INTERNATIONAL INC 0.7%
Value ($000) $11,140 Shares 194,413 Est. Cost $53.67 Unrealized -7.5%
CNS COHEN & STEERS INC 0.7%
Value ($000) $11,123 Shares 273,561 Est. Cost $30.00 Unrealized -2.9%
CORE-MARK HOLDING COMPANY 0.7%
Value ($000) $10,840 Shares 509,891 Est. Cost $46.98 Unrealized
RMD RESMED INC 0.7%
Value ($000) $10,822 Shares 109,901 Est. Cost $56.28 Unrealized +55.6%
AWK AMERICAN WATER WORKS COMPANY I 0.7%
Value ($000) $10,644 Shares 129,597 Est. Cost $70.00 Unrealized +0.4%
AGM FEDERAL AGRICULTURAL MORTGAGE 0.6%
Value ($000) $9,847 Shares 113,158 Est. Cost $59.75 Unrealized +3.4%
SNA SNAP-ON INC 0.6%
Value ($000) $9,442 Shares 63,999 Est. Cost $123.36 Unrealized +8.8%
PB PROSPERITY BANCSHARES 0.6%
Value ($000) $9,404 Shares 129,474 Est. Cost $43.64 Unrealized +35.3%
QTS REALTY TRUST INC CLASS A 0.6%
Value ($000) $9,215 Shares 254,417 Est. Cost $52.85 Unrealized
AMSF AMERISAFE INC 0.6%
Value ($000) $9,135 Shares 165,335 Est. Cost $28.44 Unrealized +9.0%
STZ CONSTELLATION BRANDS INC-A 0.6%
Value ($000) $9,049 Shares 39,704 Est. Cost $140.68 Unrealized +38.0%
NIELSEN HOLDINGS 0.6%
Value ($000) $9,045 Shares 284,516 Est. Cost $44.45 Unrealized
HRL HORMEL FOODS 0.6%
Value ($000) $8,907 Shares 259,532 Est. Cost $28.05 Unrealized -1.3%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $8,550 Shares 135,677 Est. Cost $13.92 Unrealized -11.4%
IFF INTL FLAVORS AND FRAGRANCES 0.5%
Value ($000) $8,239 Shares 60,177 Est. Cost $87.64 Unrealized +34.7%
V VISA 0.5%
Value ($000) $8,225 Shares 68,755 Est. Cost $74.14 Unrealized +54.8%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $7,870 Shares 36,775 Est. Cost $110.46 Unrealized +82.1%
TTC TORO CO 0.5%
Value ($000) $7,480 Shares 119,776 Est. Cost $63.47 Unrealized +0.4%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.5%
Value ($000) $7,427 Shares 59,469 Est. Cost $88.68 Unrealized +4.7%
FBIN FORTUNE BRANDS HOME & SEC INC 0.5%
Value ($000) $7,370 Shares 125,148 Est. Cost $49.25 Unrealized +0.3%
COST COSTCO WHOLESALE 0.5%
Value ($000) $7,123 Shares 37,802 Est. Cost $105.01 Unrealized +61.2%
PAYX PAYCHEX INC 0.5%
Value ($000) $7,044 Shares 114,371 Est. Cost $47.31 Unrealized +10.7%
HD HOME DEPOT 0.4%
Value ($000) $6,956 Shares 39,023 Est. Cost $92.53 Unrealized +67.2%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $6,824 Shares 46,958 Est. Cost $81.91 Unrealized +40.1%
AAPL APPLE INC 0.4%
Value ($000) $6,757 Shares 40,277 Est. Cost $24.62 Unrealized +64.2%
LMT LOCKHEED MARTIN 0.4%
Value ($000) $6,753 Shares 19,984 Est. Cost $171.01 Unrealized +61.1%
AVGO BROADCOM INC 0.4%
Value ($000) $6,588 Shares 27,958 Est. Cost $19.96 Unrealized 0.0%
BA BOEING CO 0.4%
Value ($000) $6,467 Shares 19,725 Est. Cost $121.01 Unrealized +166.8%
AMGN AMGEN 0.4%
Value ($000) $6,443 Shares 37,788 Est. Cost $118.93 Unrealized +21.4%
CCI CROWN CASTLE INTL 0.4%
Value ($000) $6,417 Shares 58,543 Est. Cost $56.64 Unrealized +37.2%
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,333 Shares 78,947 Est. Cost $60.89 Unrealized +10.6%
CGNX COGNEX CORPORATION 0.4%
Value ($000) $6,143 Shares 118,157 Est. Cost $49.07 Unrealized +12.4%
CMCSA COMCAST 0.4%
Value ($000) $6,007 Shares 175,782 Est. Cost $27.92 Unrealized +13.8%
UNP UNION PACIFIC 0.4%
Value ($000) $5,859 Shares 43,587 Est. Cost $93.57 Unrealized +20.8%
BLACKROCK INC 0.4%
Value ($000) $5,693 Shares 10,509 Est. Cost $371.46 Unrealized
SBUX STARBUCKS 0.3%
Value ($000) $5,434 Shares 93,882 Est. Cost $43.97 Unrealized +10.8%
JPM JPMORGAN CHASE 0.3%
Value ($000) $5,363 Shares 48,774 Est. Cost $74.97 Unrealized +22.0%
ECL ECOLAB 0.3%
Value ($000) $5,260 Shares 38,377 Est. Cost $101.85 Unrealized +21.3%
PSX PHILLIPS 66 0.3%
Value ($000) $5,152 Shares 53,705 Est. Cost $61.13 Unrealized +16.9%
ROK ROCKWELL AUTOMATION 0.3%
Value ($000) $4,562 Shares 26,187 Est. Cost $104.69 Unrealized +56.5%
TXN TEXAS INSTRUMENTS 0.3%
Value ($000) $4,081 Shares 39,284 Est. Cost $52.67 Unrealized +64.9%
APD AIR PRODUCTS AND CHEMICALS INC 0.2%
Value ($000) $3,718 Shares 23,381 Est. Cost $135.74 Unrealized 0.0%
NRG YIELD 0.2%
Value ($000) $3,694 Shares 217,292 Est. Cost $18.16 Unrealized
MSFT MICROSOFT 0.2%
Value ($000) $3,378 Shares 37,012 Est. Cost $79.18 Unrealized +6.5%
NEE NEXTERA ENERGY 0.2%
Value ($000) $3,134 Shares 19,192 Est. Cost $22.37 Unrealized +41.7%
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $3,055 Shares 32,235 Est. Cost $58.59 Unrealized +37.8%
MKC MCCORMICK AND CO 0.2%
Value ($000) $2,868 Shares 26,964 Est. Cost $41.78 Unrealized +8.4%
SUNTRUST BANKS 0.2%
Value ($000) $2,742 Shares 40,300 Est. Cost $56.50 Unrealized
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $2,503 Shares 52,379 Est. Cost $51.86 Unrealized
UGI UGI CORP 0.2%
Value ($000) $2,450 Shares 55,153 Est. Cost $36.85 Unrealized +21.7%
TJX TJX COMPANIES 0.1%
Value ($000) $2,049 Shares 25,126 Est. Cost $31.69 Unrealized +12.0%
CORESITE REALTY CORPORATION 0.1%
Value ($000) $1,904 Shares 18,992 Est. Cost $111.94 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,023 Shares 9,019 Est. Cost $45.88 Unrealized +114.9%
GENERAL ELECTRIC 0.0%
Value ($000) $520 Shares 38,598 Est. Cost $23.31 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $518 Shares 9,177 Est. Cost $46.11 Unrealized +32.0%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $515 Shares 5,180 Est. Cost $61.79 Unrealized +11.2%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $475 Shares 9,635 Est. Cost $55.06 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $413 Shares 5,541 Est. Cost $57.68 Unrealized -3.4%
ABBV ABBVIE INC 0.0%
Value ($000) $397 Shares 4,198 Est. Cost $26.93 Unrealized +191.6%
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $351 Shares 2,737 Est. Cost $59.66 Unrealized +81.6%
MMM 3M COMPANY 0.0%
Value ($000) $331 Shares 1,506 Est. Cost $72.67 Unrealized +106.6%
PFE PFIZER 0.0%
Value ($000) $282 Shares 7,939 Est. Cost $16.79 Unrealized +44.3%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $279 Shares 1,785 Est. Cost $72.16 Unrealized +89.4%
LAZARD LTD-CL A 0.0%
Value ($000) $216 Shares 4,103 Est. Cost $49.54 Unrealized