Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 1, 2018

Total Value ($000): $1,652,833 (100.0% shares, 0.0% debt)

Holdings (144)

EHC ENCOMPASS HEALTH CORPORATION 2.2%
Value ($000) $36,750 Shares 471,462 Est. Cost $34.32 Unrealized +61.0%
CHE CHEMED CORP 1.9%
Value ($000) $31,286 Shares 97,897 Est. Cost $119.69 Unrealized +159.9%
1741046D STERIS CORP 1.9%
Value ($000) $31,089 Shares 271,759 Est. Cost $75.92 Unrealized
ENSG THE ENSIGN GROUP INC 1.8%
Value ($000) $29,729 Shares 784,005 Est. Cost $19.09 Unrealized +78.6%
POOL POOL CORP 1.7%
Value ($000) $28,660 Shares 171,740 Est. Cost $72.85 Unrealized +104.6%
ZD J2 GLOBAL COMMUNICATIONS 1.6%
Value ($000) $25,980 Shares 313,573 Est. Cost $60.03 Unrealized +21.9%
AQN ALGONQUIN POWER AND UTILITIES 1.5%
Value ($000) $24,702 Shares 2,384,312 Est. Cost $6.84 Unrealized +1.9%
OZK BANK OZK 1.5%
Value ($000) $24,601 Shares 648,090 Est. Cost $36.23 Unrealized -13.4%
FIX COMFORT SYSTEMS USA INC. 1.4%
Value ($000) $22,594 Shares 400,596 Est. Cost $30.67 Unrealized +67.2%
EVR EVERCORE INC 1.4%
Value ($000) $22,414 Shares 222,910 Est. Cost $48.78 Unrealized +87.2%
CABO CABLE ONE INC 1.3%
Value ($000) $22,180 Shares 25,101 Est. Cost $628.90 Unrealized +15.5%
KWR QUAKER CHEMICAL CORP 1.3%
Value ($000) $21,592 Shares 106,781 Est. Cost $97.51 Unrealized +79.2%
BWXT BWX TECHNOLOGIES INC 1.3%
Value ($000) $21,584 Shares 345,121 Est. Cost $40.24 Unrealized +43.4%
MSI MOTOROLA SOLUTIONS INC 1.3%
Value ($000) $20,797 Shares 159,804 Est. Cost $66.67 Unrealized +67.8%
WCN WASTE CONNECTIONS INC 1.2%
Value ($000) $20,646 Shares 258,829 Est. Cost $51.24 Unrealized +45.6%
CCOI COGENT COMMUNICATIONS HOLDINGS 1.2%
Value ($000) $20,586 Shares 368,932 Est. Cost $28.57 Unrealized +27.8%
EXPO EXPONENT INC 1.2%
Value ($000) $20,502 Shares 382,501 Est. Cost $31.84 Unrealized +48.3%
CASY CASEY'S GENERAL STORES 1.2%
Value ($000) $20,096 Shares 155,646 Est. Cost $80.19 Unrealized +36.3%
HEI HEICO CORP 1.2%
Value ($000) $19,724 Shares 212,975 Est. Cost $40.86 Unrealized +101.2%
CHD CHURCH AND DWIGHT 1.2%
Value ($000) $19,708 Shares 331,955 Est. Cost $36.00 Unrealized +43.8%
ROST ROSS STORES 1.2%
Value ($000) $19,569 Shares 197,468 Est. Cost $49.87 Unrealized +71.2%
RHP RYMAN HOSPITALITY PPTYS INC 1.2%
Value ($000) $19,403 Shares 225,173 Est. Cost $56.92 Unrealized
JKHY JACK HENRY AND ASSOCIATES INC 1.2%
Value ($000) $19,311 Shares 120,634 Est. Cost $61.45 Unrealized +119.0%
BMI BADGER METER INC. 1.1%
Value ($000) $18,777 Shares 354,621 Est. Cost $43.32 Unrealized +12.7%
USPH U.S. PHYSICAL THERAPY INC. 1.1%
Value ($000) $18,749 Shares 158,086 Est. Cost $70.04 Unrealized +61.3%
CVGW CALAVO GROWERS INC 1.1%
Value ($000) $18,644 Shares 193,005 Est. Cost $54.02 Unrealized +58.0%
ANTERO MIDSTREAM GP LP 1.1%
Value ($000) $18,523 Shares 1,094,735 Est. Cost $17.00 Unrealized
R RYDER SYSTEMS INC 1.1%
Value ($000) $18,465 Shares 252,702 Est. Cost $67.58 Unrealized +12.8%
MORN MORNINGSTAR INC 1.1%
Value ($000) $18,287 Shares 145,246 Est. Cost $77.21 Unrealized +74.6%
POWI POWER INTEGRATIONS INC 1.1%
Value ($000) $18,268 Shares 289,046 Est. Cost $24.94 Unrealized +33.9%
KW KENNEDY-WILSON HOLDINGS INC 1.1%
Value ($000) $18,156 Shares 844,477 Est. Cost $19.40 Unrealized +10.4%
CNS COHEN & STEERS INC 1.1%
Value ($000) $18,061 Shares 444,736 Est. Cost $29.78 Unrealized -0.5%
HOMB HOME BANCSHARES 1.1%
Value ($000) $17,759 Shares 810,907 Est. Cost $20.37 Unrealized +14.1%
DISCOVER FINANCIAL 1.1%
Value ($000) $17,558 Shares 229,657 Est. Cost $63.01 Unrealized
LFUS LITTELFUSE INC 1.1%
Value ($000) $17,404 Shares 87,950 Est. Cost $115.60 Unrealized +90.3%
BR BROADRIDGE FINANCIAL SOLUTIONS 1.0%
Value ($000) $17,212 Shares 130,439 Est. Cost $51.80 Unrealized +115.9%
JJSF J AND J SNACK FOODS 1.0%
Value ($000) $17,183 Shares 113,879 Est. Cost $91.56 Unrealized +41.8%
DGX QUEST DIAGNOSTICS 1.0%
Value ($000) $17,172 Shares 159,128 Est. Cost $66.47 Unrealized +42.4%
AWR AMERICAN STATES WATER COMPANY 1.0%
Value ($000) $16,890 Shares 276,259 Est. Cost $31.82 Unrealized +64.3%
HARRIS CORPORATION 1.0%
Value ($000) $16,425 Shares 97,067 Est. Cost $88.13 Unrealized
INTU INTUIT 1.0%
Value ($000) $16,288 Shares 71,629 Est. Cost $101.81 Unrealized +100.9%
FDS FACTSET RESEARCH SYSTEMS INC 1.0%
Value ($000) $16,130 Shares 72,104 Est. Cost $157.48 Unrealized +28.2%
CORE-MARK HOLDING COMPANY 1.0%
Value ($000) $15,833 Shares 466,217 Est. Cost $45.36 Unrealized
CANTEL MEDICAL CORP 1.0%
Value ($000) $15,825 Shares 171,904 Est. Cost $97.00 Unrealized
NDSN NORDSON CORP 1.0%
Value ($000) $15,748 Shares 113,372 Est. Cost $76.48 Unrealized +64.1%
SCI SERVICE CORP INTL 1.0%
Value ($000) $15,719 Shares 355,630 Est. Cost $29.52 Unrealized +36.8%
ZTS ZOETIS 0.9%
Value ($000) $15,570 Shares 170,057 Est. Cost $52.89 Unrealized +58.2%
CABOT MICROELECTRONICS CORPORA 0.9%
Value ($000) $15,066 Shares 146,035 Est. Cost $107.56 Unrealized
EXPE EXPEDIA GROUP INC 0.9%
Value ($000) $14,773 Shares 113,219 Est. Cost $115.94 Unrealized +9.0%
HCSG HEALTHCARE SERVICES GROUP 0.9%
Value ($000) $14,623 Shares 359,996 Est. Cost $34.08 Unrealized +21.9%
NEENAH INC. 0.9%
Value ($000) $14,439 Shares 167,313 Est. Cost $79.73 Unrealized
SXI STANDEX INTERNATIONAL CORPORAT 0.9%
Value ($000) $14,346 Shares 137,613 Est. Cost $90.53 Unrealized +17.6%
CTRA CABOT OIL AND GAS 0.9%
Value ($000) $14,273 Shares 633,794 Est. Cost $18.58 Unrealized -7.2%
OKE ONEOK 0.9%
Value ($000) $14,076 Shares 207,640 Est. Cost $33.03 Unrealized +29.5%
AWK AMERICAN WATER WORKS COMPANY 0.8%
Value ($000) $14,011 Shares 159,277 Est. Cost $70.29 Unrealized +8.9%
MSCI MSCI INC 0.8%
Value ($000) $13,742 Shares 77,454 Est. Cost $81.47 Unrealized +97.4%
AGM FEDERAL AGRICULTURAL MORTGAGE 0.8%
Value ($000) $13,735 Shares 190,284 Est. Cost $62.80 Unrealized +4.2%
DPZ DOMINO'S PIZZA INC 0.8%
Value ($000) $13,694 Shares 46,451 Est. Cost $180.56 Unrealized +44.0%
AMP AMERIPRISE FINANCIAL INC 0.8%
Value ($000) $13,409 Shares 90,811 Est. Cost $82.64 Unrealized +50.6%
THO THOR INDUSTRIES INC 0.8%
Value ($000) $13,310 Shares 159,015 Est. Cost $54.65 Unrealized +49.2%
SHW SHERWIN WILLIAMS 0.8%
Value ($000) $13,160 Shares 28,911 Est. Cost $89.63 Unrealized +54.7%
SMP STANDARD MOTOR PRODUCTS 0.8%
Value ($000) $13,151 Shares 267,184 Est. Cost $39.55 Unrealized +25.4%
QTS REALTY TRUST INC CLASS A 0.8%
Value ($000) $13,111 Shares 307,253 Est. Cost $48.85 Unrealized
RETAIL OPPORTUNITY INVST CORP 0.8%
Value ($000) $12,865 Shares 689,058 Est. Cost $17.44 Unrealized
RMD RESMED INC 0.8%
Value ($000) $12,750 Shares 110,544 Est. Cost $56.28 Unrealized +81.6%
TSCO TRACTOR SUPPLY CO 0.7%
Value ($000) $12,195 Shares 134,185 Est. Cost $13.93 Unrealized +6.7%
LAD LITHIA MOTORS INC 0.7%
Value ($000) $12,116 Shares 148,377 Est. Cost $92.62 Unrealized -4.8%
MKTX MARKETAXESS HOLDINGS 0.7%
Value ($000) $12,104 Shares 67,813 Est. Cost $171.76 Unrealized +3.8%
AMSF AMERISAFE INC 0.7%
Value ($000) $11,883 Shares 191,812 Est. Cost $28.96 Unrealized +15.2%
SNA SNAP-ON INC 0.7%
Value ($000) $11,619 Shares 63,285 Est. Cost $123.58 Unrealized +16.5%
EQIX EQUINIX INC 0.7%
Value ($000) $11,483 Shares 26,525 Est. Cost $388.60 Unrealized -2.1%
PAYX PAYCHEX INC 0.7%
Value ($000) $11,275 Shares 153,090 Est. Cost $48.52 Unrealized +19.4%
CWEN/A CLEARWAY ENERGY CL A 0.7%
Value ($000) $11,112 Shares 583,629 Est. Cost $12.69 Unrealized 0.0%
PETS PETMED EXPRESS INC 0.7%
Value ($000) $11,109 Shares 336,540 Est. Cost $44.31 Unrealized -15.7%
NEU NEWMARKET 0.7%
Value ($000) $10,806 Shares 26,648 Est. Cost $309.48 Unrealized +11.1%
XILINX 0.7%
Value ($000) $10,764 Shares 134,263 Est. Cost $49.71 Unrealized
SNX SYNEX CORPORATION 0.6%
Value ($000) $10,563 Shares 124,710 Est. Cost $44.14 Unrealized 0.0%
HRL HORMEL FOODS 0.6%
Value ($000) $10,017 Shares 254,244 Est. Cost $28.05 Unrealized +12.6%
ADT ADT CORPORATION 0.6%
Value ($000) $9,765 Shares 1,039,898 Est. Cost $6.57 Unrealized +6.3%
CGNX COGNEX CORPORATION 0.6%
Value ($000) $9,728 Shares 174,283 Est. Cost $47.63 Unrealized +0.7%
WH WYNDHAM HOTELS & RESORTS INC 0.6%
Value ($000) $9,715 Shares 174,830 Est. Cost $60.75 Unrealized -5.8%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.6%
Value ($000) $9,567 Shares 76,058 Est. Cost $90.09 Unrealized +6.5%
V VISA 0.6%
Value ($000) $9,483 Shares 63,183 Est. Cost $74.14 Unrealized +82.2%
PRGO PERRIGO COMPANY 0.6%
Value ($000) $9,421 Shares 133,063 Est. Cost $76.96 Unrealized -2.5%
OLED UNIVERSAL DISPLAY CORPORATION 0.6%
Value ($000) $9,215 Shares 78,156 Est. Cost $104.34 Unrealized 0.0%
PB PROSPERITY BANCSHARES 0.5%
Value ($000) $8,909 Shares 128,459 Est. Cost $43.64 Unrealized +31.2%
COST COSTCO WHOLESALE 0.5%
Value ($000) $8,585 Shares 36,553 Est. Cost $105.01 Unrealized +93.4%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $8,496 Shares 31,934 Est. Cost $110.46 Unrealized +108.8%
IFF INTL FLAVORS AND FRAGRANCES 0.5%
Value ($000) $8,280 Shares 59,520 Est. Cost $87.86 Unrealized +23.3%
AAPL APPLE INC 0.5%
Value ($000) $7,978 Shares 35,343 Est. Cost $24.62 Unrealized +100.1%
HD HOME DEPOT 0.5%
Value ($000) $7,780 Shares 37,554 Est. Cost $92.53 Unrealized +81.5%
FBIN FORTUNE BRANDS HOME & SEC INC 0.5%
Value ($000) $7,715 Shares 147,347 Est. Cost $48.02 Unrealized -12.6%
AVGO BROADCOM INC 0.5%
Value ($000) $7,662 Shares 31,052 Est. Cost $19.76 Unrealized -7.5%
FAF FIRST AMERICAN FINL 0.5%
Value ($000) $7,641 Shares 148,102 Est. Cost $42.62 Unrealized 0.0%
LOGMEIN INC 0.4%
Value ($000) $7,366 Shares 82,671 Est. Cost $89.10 Unrealized
TTC TORO CO 0.4%
Value ($000) $7,225 Shares 120,471 Est. Cost $63.44 Unrealized -4.2%
BA BOEING CO 0.4%
Value ($000) $7,121 Shares 19,147 Est. Cost $121.01 Unrealized +180.2%
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $6,908 Shares 36,841 Est. Cost $118.21 Unrealized +32.1%
UNP UNION PACIFIC 0.4%
Value ($000) $6,898 Shares 42,360 Est. Cost $93.57 Unrealized +36.6%
AMGN AMGEN 0.4%
Value ($000) $6,878 Shares 33,180 Est. Cost $118.93 Unrealized +32.3%
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,803 Shares 69,162 Est. Cost $60.89 Unrealized +25.3%
LMT LOCKHEED MARTIN 0.4%
Value ($000) $6,714 Shares 19,407 Est. Cost $171.01 Unrealized +54.5%
AMT AMERICAN TOWER CORPORATION 0.4%
Value ($000) $6,658 Shares 45,828 Est. Cost $81.91 Unrealized +47.5%
CMCSA COMCAST 0.4%
Value ($000) $6,479 Shares 182,985 Est. Cost $27.88 Unrealized +5.3%
CCI CROWN CASTLE INTL 0.4%
Value ($000) $6,410 Shares 57,581 Est. Cost $56.95 Unrealized +42.8%
DG DOLLAR GENERAL CORP 0.4%
Value ($000) $6,333 Shares 57,944 Est. Cost $94.45 Unrealized 0.0%
JPM JPMORGAN CHASE 0.4%
Value ($000) $5,901 Shares 52,292 Est. Cost $76.50 Unrealized +21.1%
PSX PHILLIPS 66 0.4%
Value ($000) $5,887 Shares 52,225 Est. Cost $61.13 Unrealized +40.8%
ECL ECOLAB 0.4%
Value ($000) $5,879 Shares 37,498 Est. Cost $101.85 Unrealized +34.5%
BLACKROCK INC 0.3%
Value ($000) $5,282 Shares 11,206 Est. Cost $379.88 Unrealized
SBUX STARBUCKS 0.3%
Value ($000) $5,178 Shares 91,108 Est. Cost $43.97 Unrealized +2.5%
CWEN CLEARWAY ENERGY 0.3%
Value ($000) $4,774 Shares 248,017 Est. Cost $13.05 Unrealized 0.0%
APD AIR PRODUCTS AND CHEMICALS 0.3%
Value ($000) $4,327 Shares 25,900 Est. Cost $135.72 Unrealized +0.2%
MSFT MICROSOFT 0.2%
Value ($000) $4,021 Shares 35,157 Est. Cost $79.18 Unrealized +27.3%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $3,606 Shares 33,612 Est. Cost $52.67 Unrealized +71.3%
LEA LEAR CORP 0.2%
Value ($000) $3,533 Shares 24,367 Est. Cost $166.99 Unrealized -11.9%
MKC MCCORMICK AND CO 0.2%
Value ($000) $3,425 Shares 25,995 Est. Cost $41.78 Unrealized +28.4%
PHILLIPS 66 PARTNERS LP 0.2%
Value ($000) $3,379 Shares 66,076 Est. Cost $51.69 Unrealized
NEE NEXTERA ENERGY 0.2%
Value ($000) $3,067 Shares 18,297 Est. Cost $22.37 Unrealized +58.5%
ALL ALLSTATE CORPORATION 0.2%
Value ($000) $3,056 Shares 30,968 Est. Cost $58.59 Unrealized +40.1%
SUNTRUST BANKS 0.2%
Value ($000) $2,886 Shares 43,224 Est. Cost $57.56 Unrealized
TJX TJX COMPANIES 0.2%
Value ($000) $2,673 Shares 23,862 Est. Cost $31.69 Unrealized +46.7%
CORESITE REALTY CORPORATION 0.1%
Value ($000) $2,105 Shares 18,938 Est. Cost $111.94 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $1,288 Shares 8,551 Est. Cost $45.88 Unrealized +163.3%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $483 Shares 5,928 Est. Cost $60.83 Unrealized -8.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $471 Shares 5,541 Est. Cost $57.68 Unrealized +0.9%
NVO NOVO-NORDISK A/S-SPONS ADR 0.0%
Value ($000) $452 Shares 9,578 Est. Cost $55.06 Unrealized
GENERAL ELECTRIC 0.0%
Value ($000) $430 Shares 38,098 Est. Cost $23.31 Unrealized
TECHTRONIC INDUSTRIES CO LTD 0.0%
Value ($000) $406 Shares 63,461 Est. Cost $6.40 Unrealized
NITTO DENKO CORP 0.0%
Value ($000) $382 Shares 5,100 Est. Cost $74.90 Unrealized
WHG WESTWOOD HOLDINGS GROUP 0.0%
Value ($000) $382 Shares 7,382 Est. Cost $46.11 Unrealized +24.3%
JNJ JOHNSON AND JOHNSON 0.0%
Value ($000) $380 Shares 2,751 Est. Cost $59.66 Unrealized +81.1%
CTS EVENTIM AG 0.0%
Value ($000) $367 Shares 8,186 Est. Cost $44.83 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $366 Shares 3,873 Est. Cost $28.53 Unrealized +142.4%
CK INFRASTRUCTURE HOLDINGS 0.0%
Value ($000) $357 Shares 45,000 Est. Cost $7.93 Unrealized
JULIUS BAER GROUP AG 0.0%
Value ($000) $356 Shares 7,088 Est. Cost $50.23 Unrealized
PLASTIC OMNIUM SA 0.0%
Value ($000) $356 Shares 9,436 Est. Cost $37.73 Unrealized
PFE PFIZER 0.0%
Value ($000) $350 Shares 7,939 Est. Cost $16.79 Unrealized +64.7%
MMM 3M COMPANY 0.0%
Value ($000) $317 Shares 1,506 Est. Cost $72.67 Unrealized +81.9%
TOROMONT INDUSTRIES LTD 0.0%
Value ($000) $270 Shares 5,232 Est. Cost $51.61 Unrealized
KAMIGUMI CORP LTD 0.0%
Value ($000) $265 Shares 12,000 Est. Cost $22.08 Unrealized
VIDRALA S.A. 0.0%
Value ($000) $255 Shares 2,718 Est. Cost $93.82 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $251 Shares 1,500 Est. Cost $72.16 Unrealized +86.8%
PRAXAIR INC 0.0%
Value ($000) $208 Shares 1,297 Est. Cost $158.06 Unrealized