Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 17, 2018

Total Value ($000): $1,707,141 (100.0% shares, 0.0% debt)

Holdings (136)

JKHY JACK HENRY AND ASSOCIATES INC 2.5%
Value ($000) $42,078 Shares 322,789 Est. Cost $61.45 Unrealized +84.5%
EHC ENCOMPASS HEALTH CORPORATION 2.3%
Value ($000) $39,235 Shares 579,371 Est. Cost $34.32 Unrealized +31.8%
CHE CHEMED CORP 2.1%
Value ($000) $36,419 Shares 113,168 Est. Cost $119.69 Unrealized +154.9%
HEI HEICO CORP 2.0%
Value ($000) $34,411 Shares 471,831 Est. Cost $40.86 Unrealized +77.8%
OZK BANK OZK 1.9%
Value ($000) $32,567 Shares 723,054 Est. Cost $36.23 Unrealized 0.0%
ENSG THE ENSIGN GROUP INC 1.9%
Value ($000) $32,434 Shares 905,474 Est. Cost $19.09 Unrealized +57.8%
1741046D STERIS CORP 1.8%
Value ($000) $31,420 Shares 299,214 Est. Cost $75.92 Unrealized
ZD J2 GLOBAL COMMUNICATIONS 1.8%
Value ($000) $31,200 Shares 360,236 Est. Cost $60.03 Unrealized +22.1%
POOL POOL CORP 1.8%
Value ($000) $30,052 Shares 198,364 Est. Cost $72.85 Unrealized +84.9%
EVR EVERCORE INC 1.6%
Value ($000) $28,044 Shares 265,950 Est. Cost $48.78 Unrealized +78.4%
CVGW CALAVO GROWERS INC 1.6%
Value ($000) $27,761 Shares 288,723 Est. Cost $54.02 Unrealized +48.8%
AQN ALGONQUIN POWER AND UTILITIES 1.5%
Value ($000) $25,353 Shares 2,621,818 Est. Cost $6.84 Unrealized -2.8%
LFUS LITTELFUSE INC 1.4%
Value ($000) $23,101 Shares 101,241 Est. Cost $115.60 Unrealized +85.6%
ANTERO MIDSTREAM GP LP 1.3%
Value ($000) $22,632 Shares 1,200,024 Est. Cost $17.00 Unrealized
MORN MORNINGSTAR INC 1.3%
Value ($000) $22,066 Shares 172,054 Est. Cost $77.21 Unrealized +48.1%
EXPO EXPONENT INC 1.3%
Value ($000) $21,851 Shares 452,401 Est. Cost $31.84 Unrealized +32.4%
FIX COMFORT SYSTEMS USA INC. 1.3%
Value ($000) $21,613 Shares 471,900 Est. Cost $30.67 Unrealized +38.9%
RHP RYMAN HOSPITALITY PPTYS INC 1.3%
Value ($000) $21,600 Shares 259,772 Est. Cost $56.92 Unrealized
CABO CABLE ONE INC 1.2%
Value ($000) $21,243 Shares 28,969 Est. Cost $628.90 Unrealized -1.7%
R RYDER SYSTEMS INC 1.2%
Value ($000) $20,951 Shares 291,550 Est. Cost $67.58 Unrealized +3.7%
POWI POWER INTEGRATIONS INC 1.2%
Value ($000) $20,773 Shares 284,372 Est. Cost $24.80 Unrealized +35.4%
KW KENNEDY-WILSON HOLDINGS INC 1.2%
Value ($000) $20,696 Shares 978,532 Est. Cost $19.40 Unrealized +1.0%
BWXT BWX TECHNOLOGIES INC 1.2%
Value ($000) $20,661 Shares 331,539 Est. Cost $39.53 Unrealized +53.0%
MSI MOTOROLA SOLUTIONS INC 1.2%
Value ($000) $20,365 Shares 174,999 Est. Cost $66.67 Unrealized +48.8%
JJSF J AND J SNACK FOODS 1.2%
Value ($000) $19,955 Shares 130,879 Est. Cost $91.56 Unrealized +35.5%
WCN WASTE CONNECTIONS INC 1.1%
Value ($000) $19,433 Shares 258,149 Est. Cost $51.24 Unrealized +38.5%
KWR QUAKER CHEMICAL CORP 1.1%
Value ($000) $19,220 Shares 124,107 Est. Cost $97.51 Unrealized +57.8%
ROST ROSS STORES 1.1%
Value ($000) $18,680 Shares 220,416 Est. Cost $49.87 Unrealized +51.3%
CASY CASEY'S GENERAL STORES 1.1%
Value ($000) $18,527 Shares 176,318 Est. Cost $80.19 Unrealized +19.5%
BMI BADGER METER INC. 1.1%
Value ($000) $18,283 Shares 409,014 Est. Cost $43.32 Unrealized -4.4%
AWR AMERICAN STATES WATER COMPANY 1.1%
Value ($000) $18,160 Shares 317,709 Est. Cost $31.82 Unrealized +51.0%
HCSG HEALTHCARE SERVICES GROUP 1.1%
Value ($000) $17,985 Shares 416,412 Est. Cost $34.08 Unrealized +16.5%
USPH U.S. PHYSICAL THERAPY INC. 1.1%
Value ($000) $17,970 Shares 187,186 Est. Cost $70.04 Unrealized +32.4%
THO THOR INDUSTRIES INC 1.0%
Value ($000) $17,872 Shares 183,505 Est. Cost $54.65 Unrealized +58.5%
MSCI MSCI INC 1.0%
Value ($000) $17,727 Shares 107,160 Est. Cost $81.47 Unrealized +78.8%
INTU INTUIT 1.0%
Value ($000) $17,668 Shares 86,478 Est. Cost $101.81 Unrealized +79.0%
CHD CHURCH AND DWIGHT 1.0%
Value ($000) $17,586 Shares 330,807 Est. Cost $36.00 Unrealized +22.5%
HOMB HOME BANCSHARES 1.0%
Value ($000) $17,583 Shares 779,410 Est. Cost $20.25 Unrealized +14.2%
DGX QUEST DIAGNOSTICS 1.0%
Value ($000) $17,484 Shares 159,029 Est. Cost $66.47 Unrealized +34.6%
CCOI COGENT COMMUNICATIONS HOLDINGS 1.0%
Value ($000) $17,288 Shares 323,751 Est. Cost $27.46 Unrealized +22.1%
PETS PETMED EXPRESS INC 1.0%
Value ($000) $17,102 Shares 388,245 Est. Cost $44.31 Unrealized -12.6%
NEENAH INC. 1.0%
Value ($000) $16,833 Shares 198,382 Est. Cost $79.73 Unrealized
SXI STANDEX INTERNATIONAL CORPORAT 1.0%
Value ($000) $16,645 Shares 162,867 Est. Cost $90.53 Unrealized +10.1%
LAD LITHIA MOTORS INC 1.0%
Value ($000) $16,278 Shares 172,121 Est. Cost $92.62 Unrealized +6.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.9%
Value ($000) $16,146 Shares 140,272 Est. Cost $51.80 Unrealized +91.4%
DISCOVER FINANCIAL 0.9%
Value ($000) $16,090 Shares 228,530 Est. Cost $63.01 Unrealized
CABOT MICROELECTRONICS CORPORA 0.9%
Value ($000) $15,695 Shares 145,915 Est. Cost $107.56 Unrealized
SMP STANDARD MOTOR PRODUCTS 0.9%
Value ($000) $15,285 Shares 316,190 Est. Cost $39.55 Unrealized +18.4%
RETAIL OPPORTUNITY INVST CORP 0.9%
Value ($000) $15,177 Shares 792,130 Est. Cost $17.44 Unrealized
OKE ONEOK 0.8%
Value ($000) $14,401 Shares 206,233 Est. Cost $33.03 Unrealized +20.4%
QTS REALTY TRUST INC CLASS A 0.8%
Value ($000) $14,348 Shares 363,231 Est. Cost $48.85 Unrealized
NDSN NORDSON CORP 0.8%
Value ($000) $14,193 Shares 110,533 Est. Cost $75.22 Unrealized +61.7%
HARRIS CORPORATION 0.8%
Value ($000) $13,934 Shares 96,405 Est. Cost $88.13 Unrealized
AGM FEDERAL AGRICULTURAL MORTGAGE 0.8%
Value ($000) $13,885 Shares 155,176 Est. Cost $62.20 Unrealized +10.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.8%
Value ($000) $13,762 Shares 69,471 Est. Cost $155.80 Unrealized +18.9%
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $13,548 Shares 112,725 Est. Cost $115.94 Unrealized -3.3%
AWK AMERICAN WATER WORKS COMPANY I 0.8%
Value ($000) $13,526 Shares 158,426 Est. Cost $70.29 Unrealized +1.8%
MKTX MARKETAXESS HOLDINGS 0.8%
Value ($000) $13,311 Shares 67,275 Est. Cost $171.76 Unrealized +11.8%
CANTEL MEDICAL CORP 0.8%
Value ($000) $13,252 Shares 134,725 Est. Cost $98.36 Unrealized
DPZ DOMINO'S PIZZA INC 0.8%
Value ($000) $12,826 Shares 45,455 Est. Cost $178.82 Unrealized +29.9%
NEU NEWMARKET 0.7%
Value ($000) $12,750 Shares 31,521 Est. Cost $309.48 Unrealized +8.2%
SCI SERVICE CORPORATION INTERNATIO 0.7%
Value ($000) $12,614 Shares 352,460 Est. Cost $29.52 Unrealized +25.5%
CORE-MARK HOLDING COMPANY 0.7%
Value ($000) $12,400 Shares 546,258 Est. Cost $45.36 Unrealized
CNS COHEN & STEERS INC 0.7%
Value ($000) $12,356 Shares 296,226 Est. Cost $29.86 Unrealized -5.7%
ZTS ZOETIS 0.7%
Value ($000) $12,311 Shares 144,504 Est. Cost $47.45 Unrealized +67.5%
NRG YIELD 0.7%
Value ($000) $12,307 Shares 721,831 Est. Cost $19.34 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.7%
Value ($000) $12,181 Shares 87,085 Est. Cost $80.85 Unrealized +51.4%
CTRA CABOT OIL AND GAS CORPORATION 0.7%
Value ($000) $12,111 Shares 508,865 Est. Cost $18.91 Unrealized -9.0%
SHW SHERWIN WILLIAMS 0.7%
Value ($000) $11,732 Shares 28,787 Est. Cost $89.63 Unrealized +34.9%
RMD RESMED INC 0.7%
Value ($000) $11,338 Shares 109,460 Est. Cost $56.28 Unrealized +67.2%
EQIX EQUINIX INC 0.7%
Value ($000) $11,333 Shares 26,362 Est. Cost $388.60 Unrealized -10.1%
XILINX 0.6%
Value ($000) $10,783 Shares 165,237 Est. Cost $49.71 Unrealized
PZZA PAPA JOHNS INTERNATIONAL INC 0.6%
Value ($000) $10,515 Shares 207,310 Est. Cost $53.24 Unrealized -12.2%
AMSF AMERISAFE INC 0.6%
Value ($000) $10,330 Shares 178,883 Est. Cost $28.64 Unrealized +8.7%
PAYX PAYCHEX INC 0.6%
Value ($000) $10,235 Shares 149,744 Est. Cost $48.31 Unrealized +6.7%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $10,146 Shares 132,649 Est. Cost $13.92 Unrealized -11.2%
SNA SNAP-ON INC 0.6%
Value ($000) $10,062 Shares 62,608 Est. Cost $123.36 Unrealized +0.8%
WH WYNDHAM HOTELS & RESORTS INC 0.6%
Value ($000) $9,659 Shares 164,193 Est. Cost $60.97 Unrealized 0.0%
HRL HORMEL FOODS 0.6%
Value ($000) $9,400 Shares 252,633 Est. Cost $28.05 Unrealized +5.0%
PRGO PERRIGO COMPANY 0.5%
Value ($000) $9,101 Shares 124,825 Est. Cost $77.09 Unrealized 0.0%
V VISA 0.5%
Value ($000) $8,852 Shares 66,830 Est. Cost $74.14 Unrealized +64.7%
PB PROSPERITY BANCSHARES 0.5%
Value ($000) $8,703 Shares 127,306 Est. Cost $43.64 Unrealized +32.3%
NIELSEN HOLDINGS 0.5%
Value ($000) $8,601 Shares 278,082 Est. Cost $44.45 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.5%
Value ($000) $8,448 Shares 38,599 Est. Cost $140.68 Unrealized +41.9%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.5%
Value ($000) $8,446 Shares 66,938 Est. Cost $89.29 Unrealized +5.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $7,877 Shares 32,105 Est. Cost $110.46 Unrealized +92.0%
COST COSTCO WHOLESALE 0.5%
Value ($000) $7,698 Shares 36,839 Est. Cost $105.01 Unrealized +69.3%
CGNX COGNEX CORPORATION 0.4%
Value ($000) $7,517 Shares 168,502 Est. Cost $47.62 Unrealized -7.1%
HD HOME DEPOT 0.4%
Value ($000) $7,417 Shares 38,014 Est. Cost $92.53 Unrealized +67.5%
ADT ADT CORPORATION 0.4%
Value ($000) $7,339 Shares 848,409 Est. Cost $6.48 Unrealized 0.0%
IFF INTL FLAVORS AND FRAGRANCES 0.4%
Value ($000) $7,298 Shares 58,873 Est. Cost $87.64 Unrealized +22.1%
AAPL APPLE INC 0.4%
Value ($000) $7,242 Shares 39,127 Est. Cost $24.62 Unrealized +73.6%
TTC TORO CO 0.4%
Value ($000) $7,180 Shares 119,170 Est. Cost $63.47 Unrealized -5.1%
AVGO BROADCOM INC 0.4%
Value ($000) $6,662 Shares 27,455 Est. Cost $19.96 Unrealized -1.2%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $6,638 Shares 46,045 Est. Cost $81.91 Unrealized +39.0%
FBIN FORTUNE BRANDS HOME & SEC INC 0.4%
Value ($000) $6,581 Shares 122,566 Est. Cost $49.25 Unrealized -12.4%
BA BOEING CO 0.4%
Value ($000) $6,486 Shares 19,332 Est. Cost $121.01 Unrealized +173.0%
AMGN AMGEN 0.4%
Value ($000) $6,199 Shares 33,582 Est. Cost $118.93 Unrealized +17.9%
CCI CROWN CASTLE INTL 0.4%
Value ($000) $6,129 Shares 56,845 Est. Cost $56.64 Unrealized +32.6%
UNP UNION PACIFIC 0.4%
Value ($000) $6,050 Shares 42,699 Est. Cost $93.57 Unrealized +25.8%
CMCSA COMCAST 0.4%
Value ($000) $6,038 Shares 184,028 Est. Cost $27.88 Unrealized -3.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $5,973 Shares 69,765 Est. Cost $60.89 Unrealized +12.5%
ROK ROCKWELL AUTOMATION 0.3%
Value ($000) $5,924 Shares 35,639 Est. Cost $116.93 Unrealized +29.0%
PSX PHILLIPS 66 0.3%
Value ($000) $5,895 Shares 52,485 Est. Cost $61.13 Unrealized +36.0%
LMT LOCKHEED MARTIN 0.3%
Value ($000) $5,800 Shares 19,633 Est. Cost $171.01 Unrealized +53.5%
ECL ECOLAB 0.3%
Value ($000) $5,312 Shares 37,858 Est. Cost $101.85 Unrealized +30.5%
BLACKROCK INC 0.3%
Value ($000) $5,121 Shares 10,261 Est. Cost $371.46 Unrealized
JPM JPMORGAN CHASE 0.3%
Value ($000) $4,975 Shares 47,745 Est. Cost $74.97 Unrealized +18.8%
WYNDHAM DESTINATIONS INC 0.3%
Value ($000) $4,949 Shares 111,798 Est. Cost $80.51 Unrealized
SBUX STARBUCKS 0.3%
Value ($000) $4,466 Shares 91,405 Est. Cost $43.97 Unrealized +9.3%
LEA LEAR CORP 0.3%
Value ($000) $4,424 Shares 23,808 Est. Cost $167.46 Unrealized 0.0%
NRG YIELD 0.3%
Value ($000) $4,275 Shares 248,541 Est. Cost $18.04 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $4,144 Shares 37,586 Est. Cost $52.67 Unrealized +65.7%
APD AIR PRODUCTS AND CHEMICALS INC 0.2%
Value ($000) $4,046 Shares 25,985 Est. Cost $135.72 Unrealized -0.1%
MSFT MICROSOFT 0.2%
Value ($000) $3,512 Shares 35,616 Est. Cost $79.18 Unrealized +13.4%
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $3,317 Shares 64,959 Est. Cost $51.70 Unrealized
NEE NEXTERA ENERGY 0.2%
Value ($000) $3,074 Shares 18,402 Est. Cost $22.37 Unrealized +49.3%
MKC MCCORMICK AND CO 0.2%
Value ($000) $3,035 Shares 26,144 Est. Cost $41.78 Unrealized +8.7%
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $2,843 Shares 31,147 Est. Cost $58.59 Unrealized +35.9%
SUNTRUST BANKS 0.1%
Value ($000) $2,559 Shares 38,755 Est. Cost $56.50 Unrealized
TJX TJX COMPANIES 0.1%
Value ($000) $2,284 Shares 23,997 Est. Cost $31.69 Unrealized +24.8%
CORESITE REALTY CORPORATION 0.1%
Value ($000) $2,085 Shares 18,810 Est. Cost $111.94 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $1,190 Shares 8,871 Est. Cost $45.88 Unrealized +134.9%
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $538 Shares 9,031 Est. Cost $46.11 Unrealized +26.4%
GENERAL ELECTRIC 0.0%
Value ($000) $525 Shares 38,598 Est. Cost $23.31 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $513 Shares 6,358 Est. Cost $60.83 Unrealized -7.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $458 Shares 5,541 Est. Cost $57.68 Unrealized -2.7%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $444 Shares 9,635 Est. Cost $55.06 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $404 Shares 4,358 Est. Cost $28.53 Unrealized +147.1%
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $334 Shares 2,751 Est. Cost $59.66 Unrealized +68.8%
MMM 3M COMPANY 0.0%
Value ($000) $296 Shares 1,506 Est. Cost $72.67 Unrealized +79.1%
PFE PFIZER 0.0%
Value ($000) $288 Shares 7,939 Est. Cost $16.79 Unrealized +44.7%
MCD MCDONALDS CORPORATION 0.0%
Value ($000) $280 Shares 1,785 Est. Cost $72.16 Unrealized +87.8%
PRAXAIR INC 0.0%
Value ($000) $205 Shares 1,297 Est. Cost $158.06 Unrealized
LAZARD LTD-CL A 0.0%
Value ($000) $203 Shares 4,142 Est. Cost $49.54 Unrealized
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $201 Shares 1,804 Est. Cost $81.27 Unrealized 0.0%