Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 12, 2022

Total Value ($000): $3,030,276 (100.0% shares, 0.0% debt)

Holdings (280)

ENSG ENSIGN GROUP 2.4%
Value ($000) $73,815 Shares 928,492 Est. Cost $31.22 Unrealized +163.1%
NXST NEXSTAR MEDIA GROUP INC 2.1%
Value ($000) $63,422 Shares 380,110 Est. Cost $88.24 Unrealized +84.4%
OZK BANK OZK 2.0%
Value ($000) $62,038 Shares 1,568,195 Est. Cost $28.02 Unrealized +26.0%
LMAT LEMAITRE VASCULAR INC 2.0%
Value ($000) $62,011 Shares 1,223,582 Est. Cost $33.99 Unrealized +42.4%
CHRD CHORD ENERGY CORP 2.0%
Value ($000) $61,083 Shares 446,610 Est. Cost $52.13 Unrealized +96.3%
CHE CHEMED CORP 2.0%
Value ($000) $60,319 Shares 138,169 Est. Cost $269.08 Unrealized +76.6%
NOG NORTHERN OIL AND GAS INC 1.9%
Value ($000) $58,830 Shares 2,146,303 Est. Cost $18.53 Unrealized +52.4%
HOMB HOME BANCSHARES INC 1.9%
Value ($000) $56,659 Shares 2,517,065 Est. Cost $19.76 Unrealized +17.5%
CASY CASEY'S GENERAL STORES INC 1.8%
Value ($000) $54,006 Shares 266,671 Est. Cost $130.94 Unrealized +55.1%
NSP INSPERITY INC 1.7%
Value ($000) $52,231 Shares 511,626 Est. Cost $92.46 Unrealized +5.3%
CIVI CIVITAS RESOURCES INC 1.6%
Value ($000) $49,771 Shares 867,250 Est. Cost $35.28 Unrealized +22.5%
WING WINGSTOP INC 1.6%
Value ($000) $49,508 Shares 394,737 Est. Cost $123.99 Unrealized -3.6%
IPAR INTER PARFUMS INC 1.6%
Value ($000) $48,615 Shares 644,246 Est. Cost $81.97 Unrealized -3.4%
ALSN ALLISON TRANSMISSION HOLDING 1.6%
Value ($000) $47,455 Shares 1,405,676 Est. Cost $34.87 Unrealized +2.1%
LSTR LANDSTAR SYSTEM INC 1.6%
Value ($000) $47,375 Shares 328,147 Est. Cost $119.59 Unrealized
TTEK TETRA TECH INC 1.5%
Value ($000) $46,842 Shares 364,443 Est. Cost $23.83 Unrealized +17.4%
BC BRUNSWICK CORP 1.4%
Value ($000) $43,666 Shares 667,165 Est. Cost $52.89 Unrealized +31.5%
BWXT BWX TECHNOLOGIES 1.4%
Value ($000) $43,551 Shares 864,621 Est. Cost $46.52 Unrealized +11.9%
SXI STANDEX INTL CORP 1.4%
Value ($000) $43,363 Shares 531,086 Est. Cost $80.43 Unrealized +11.0%
CNS COHEN & STEERS INC 1.4%
Value ($000) $41,315 Shares 659,667 Est. Cost $36.91 Unrealized +73.2%
MNRO MONRO INC 1.4%
Value ($000) $41,253 Shares 949,212 Est. Cost $66.32 Unrealized -28.6%
HLNE HAMILTON LANE 1.4%
Value ($000) $41,112 Shares 689,689 Est. Cost $86.89 Unrealized -18.7%
ABM ABM INDUSTRIES INC 1.3%
Value ($000) $40,786 Shares 1,066,841 Est. Cost $34.47 Unrealized +18.1%
TNL TRAVEL & LEISURE CO 1.3%
Value ($000) $40,646 Shares 1,191,253 Est. Cost $42.88 Unrealized -14.9%
AL AIR LEASE CORP 1.3%
Value ($000) $40,379 Shares 1,302,124 Est. Cost $40.94 Unrealized -17.9%
CCOI COGENT COMMUNICATIONS 1.3%
Value ($000) $40,192 Shares 770,538 Est. Cost $40.20 Unrealized +17.0%
LFUS LITTELFUSE INC 1.3%
Value ($000) $40,131 Shares 201,976 Est. Cost $171.19 Unrealized +39.5%
EHC ENCOMPASS HEALTH 1.3%
Value ($000) $38,840 Shares 858,723 Est. Cost $42.85 Unrealized +13.4%
POWI POWER INTEGRATIONS INC 1.3%
Value ($000) $38,346 Shares 596,170 Est. Cost $61.47 Unrealized +16.6%
AQN ALGONQUIN POWER & UTILITIES 1.3%
Value ($000) $38,300 Shares 3,510,535 Est. Cost $8.76 Unrealized +28.0%
LKFN LAKELAND FINANCIAL CORP 1.3%
Value ($000) $37,897 Shares 520,487 Est. Cost $40.48 Unrealized +65.0%
USPH U.S. PHYSICAL THERAPY INC 1.2%
Value ($000) $36,791 Shares 483,964 Est. Cost $110.86 Unrealized -13.3%
SSTK SHUTTERSTOCK INC 1.2%
Value ($000) $36,590 Shares 729,313 Est. Cost $70.47 Unrealized -18.5%
ESI ELEMENT SOLUTIONS INC 1.2%
Value ($000) $35,823 Shares 2,201,798 Est. Cost $19.05 Unrealized -6.7%
KLIC KULICKE & SOFFA INDUSTRIES 1.2%
Value ($000) $35,800 Shares 929,157 Est. Cost $53.54 Unrealized -22.2%
UFPI UFP INDUSTRIES INC 1.2%
Value ($000) $35,781 Shares 495,856 Est. Cost $74.67 Unrealized +6.5%
AUDC AUDIOCODES LTD 1.2%
Value ($000) $35,642 Shares 1,634,218 Est. Cost $27.83 Unrealized -28.7%
TRNO TERRENO REALTY CORP 1.2%
Value ($000) $35,556 Shares 670,982 Est. Cost $52.99 Unrealized
OLED UNIVERSAL DISPLAY 1.2%
Value ($000) $35,192 Shares 372,992 Est. Cost $154.81 Unrealized -31.0%
NXRT NEXPOINT RESIDENTIAL 1.1%
Value ($000) $34,630 Shares 749,402 Est. Cost $35.54 Unrealized
KW KENNEDY - WILSON HOLDINGS INC. 1.1%
Value ($000) $34,343 Shares 2,221,391 Est. Cost $20.54 Unrealized -9.0%
MTRN MATERION CORP 1.1%
Value ($000) $34,191 Shares 427,390 Est. Cost $61.76 Unrealized +33.5%
UNF UNIFIRST CORP/MA 1.1%
Value ($000) $33,581 Shares 199,617 Est. Cost $176.52 Unrealized +0.9%
CABO CABLE ONE INC 1.1%
Value ($000) $32,699 Shares 38,331 Est. Cost $1183.94 Unrealized -2.2%
KWR QUAKER CHEMICAL CORPORATION 1.0%
Value ($000) $30,670 Shares 212,427 Est. Cost $162.44 Unrealized +1.0%
CPK CHESAPEAKE UTILITIES CORP 1.0%
Value ($000) $30,643 Shares 265,563 Est. Cost $82.79 Unrealized +45.6%
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value ($000) $30,309 Shares 305,721 Est. Cost $62.47 Unrealized +52.8%
EVR EVERCORE INC - A 1.0%
Value ($000) $30,210 Shares 367,298 Est. Cost $77.56 Unrealized +14.7%
CRAI CRA INTERNATIONAL INC 1.0%
Value ($000) $30,026 Shares 338,362 Est. Cost $76.80 Unrealized +14.7%
UTZ UTZ BRANDS INC 1.0%
Value ($000) $29,069 Shares 1,925,132 Est. Cost $14.62 Unrealized +10.9%
ALTRA INDUSTRIAL MOTION 0.9%
Value ($000) $28,496 Shares 847,607 Est. Cost $34.60 Unrealized
EXPI EXP WORLD HOLDING 0.9%
Value ($000) $28,141 Shares 2,510,389 Est. Cost $21.98 Unrealized -40.0%
UMH UMH PROPERTIES 0.9%
Value ($000) $25,997 Shares 1,609,693 Est. Cost $20.43 Unrealized
TTEC TTEC HOLDINGS INC 0.8%
Value ($000) $25,623 Shares 578,257 Est. Cost $80.60 Unrealized -26.2%
STE STERIS PLC 0.8%
Value ($000) $25,150 Shares 151,255 Est. Cost $155.67 Unrealized +26.7%
RS RELIANCE STEEL & ALUMINUM 0.8%
Value ($000) $23,962 Shares 137,389 Est. Cost $141.82 Unrealized +29.6%
STVN STEVANATO GROUP SPA 0.8%
Value ($000) $23,939 Shares 1,413,157 Est. Cost $16.69 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.8%
Value ($000) $22,818 Shares 57,030 Est. Cost $226.06 Unrealized +81.1%
SCVL SHOE CARNIVAL INC 0.7%
Value ($000) $22,684 Shares 1,058,029 Est. Cost $23.66 Unrealized -3.2%
CHDN CHURCHILL DOWNS 0.7%
Value ($000) $21,013 Shares 114,104 Est. Cost $100.91 Unrealized -0.3%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $20,901 Shares 173,511 Est. Cost $47.10 Unrealized +128.1%
POOL POOL CORP 0.6%
Value ($000) $19,510 Shares 61,314 Est. Cost $198.86 Unrealized +71.4%
AARON'S CO INC/THE 0.6%
Value ($000) $19,034 Shares 1,958,240 Est. Cost $20.43 Unrealized
HII HUNTINGTON INGALLS INDUSTRIE 0.6%
Value ($000) $18,448 Shares 83,285 Est. Cost $170.19 Unrealized +22.2%
JKHY JACK HENRY & ASSOCIATES INC 0.6%
Value ($000) $18,043 Shares 98,989 Est. Cost $114.79 Unrealized +63.5%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.6%
Value ($000) $17,940 Shares 194,262 Est. Cost $78.50 Unrealized +13.0%
CSL CARLISLE COS INC 0.6%
Value ($000) $17,733 Shares 63,240 Est. Cost $146.61 Unrealized +87.8%
PB PROSPERITY BANCSHARES INC 0.6%
Value ($000) $17,615 Shares 264,171 Est. Cost $52.75 Unrealized +20.4%
KALU KAISER ALUMINUM 0.6%
Value ($000) $17,527 Shares 285,694 Est. Cost $100.65 Unrealized -36.6%
DGX QUEST DIAGNOSTICS 0.6%
Value ($000) $17,091 Shares 139,295 Est. Cost $77.48 Unrealized +59.1%
BPOP POPULAR INC 0.6%
Value ($000) $17,084 Shares 237,081 Est. Cost $73.20 Unrealized -4.3%
GFL GFL ENVIRONMENTAL 0.6%
Value ($000) $16,723 Shares 661,246 Est. Cost $36.75 Unrealized -25.1%
BR BROADRIDGE FINANCIAL SOLUTIO 0.5%
Value ($000) $16,427 Shares 113,824 Est. Cost $96.45 Unrealized +58.7%
AAP ADVANCE AUTO PARTS INC 0.5%
Value ($000) $16,204 Shares 103,648 Est. Cost $128.15 Unrealized +30.9%
CTRA COTERRA ENERGY 0.5%
Value ($000) $15,341 Shares 587,336 Est. Cost $16.07 Unrealized +53.8%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $14,983 Shares 29,667 Est. Cost $243.89 Unrealized +103.0%
NDSN NORDSON CORP COM 0.5%
Value ($000) $14,802 Shares 69,729 Est. Cost $125.04 Unrealized +71.8%
GL GLOBE LIFE INC 0.5%
Value ($000) $14,508 Shares 145,522 Est. Cost $89.41 Unrealized +9.2%
ARIS WATER SOLUTION INC-A 0.5%
Value ($000) $14,442 Shares 1,131,837 Est. Cost $14.42 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $14,357 Shares 103,884 Est. Cost $108.70 Unrealized +41.9%
DPZ DOMINO'S PIZZA INC 0.4%
Value ($000) $13,195 Shares 42,539 Est. Cost $246.82 Unrealized +46.5%
MORN MORNINGSTAR INC 0.4%
Value ($000) $12,917 Shares 60,836 Est. Cost $118.52 Unrealized +100.6%
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $11,803 Shares 87,346 Est. Cost $88.52 Unrealized +50.7%
PIONEER NATURAL RESOURCES CO 0.4%
Value ($000) $11,361 Shares 52,465 Est. Cost $163.38 Unrealized
ENTG ENTEGRIS INC 0.3%
Value ($000) $10,558 Shares 127,172 Est. Cost $96.21 Unrealized 0.0%
CGNX COGNEX CORP 0.3%
Value ($000) $10,082 Shares 243,235 Est. Cost $49.10 Unrealized -10.0%
V VISA INC 0.3%
Value ($000) $9,890 Shares 55,669 Est. Cost $157.38 Unrealized +26.0%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $9,236 Shares 41,236 Est. Cost $147.81 Unrealized +53.5%
PRGO PERRIGO COMPANY 0.3%
Value ($000) $9,046 Shares 253,673 Est. Cost $40.18 Unrealized 0.0%
AVGO BROADCOM INC 0.3%
Value ($000) $9,030 Shares 20,337 Est. Cost $30.88 Unrealized +55.7%
CDW CDW CORP/DE 0.3%
Value ($000) $8,881 Shares 56,902 Est. Cost $138.29 Unrealized +18.7%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $8,737 Shares 34,677 Est. Cost $145.29 Unrealized +72.6%
MSFT MICROSOFT CORP 0.3%
Value ($000) $8,670 Shares 37,222 Est. Cost $231.12 Unrealized +11.1%
ADP AUTO DATA PROCESSING 0.3%
Value ($000) $8,659 Shares 38,278 Est. Cost $146.09 Unrealized +50.0%
COST COSTCO WHOLESALE 0.3%
Value ($000) $8,633 Shares 18,281 Est. Cost $238.69 Unrealized +108.7%
DG DOLLAR GENERAL 0.3%
Value ($000) $8,550 Shares 35,644 Est. Cost $186.21 Unrealized +24.6%
STZ CONSTELLATION BRANDS INC-A 0.3%
Value ($000) $8,194 Shares 35,676 Est. Cost $215.49 Unrealized +6.5%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $7,939 Shares 40,751 Est. Cost $146.95 Unrealized +39.0%
SHW SHERWIN-WILLIAMS 0.3%
Value ($000) $7,741 Shares 37,807 Est. Cost $249.14 Unrealized -7.8%
DISCOVER FINANCIAL SERVICES 0.3%
Value ($000) $7,586 Shares 83,431 Est. Cost $93.64 Unrealized
INTU INTUIT INC 0.2%
Value ($000) $7,570 Shares 19,543 Est. Cost $285.83 Unrealized +47.9%
ZTS ZOETIS INC 0.2%
Value ($000) $7,446 Shares 50,213 Est. Cost $114.26 Unrealized +41.3%
HD HOME DEPOT INC 0.2%
Value ($000) $7,332 Shares 26,572 Est. Cost $177.23 Unrealized +52.7%
OTIS OTIS WORLDWIDE 0.2%
Value ($000) $7,261 Shares 113,816 Est. Cost $75.85 Unrealized -8.7%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $7,085 Shares 30,443 Est. Cost $204.39 Unrealized +10.8%
BLACKROCK INC 0.2%
Value ($000) $6,777 Shares 12,314 Est. Cost $586.35 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $6,695 Shares 26,023 Est. Cost $241.97 Unrealized +13.5%
MS MORGAN STANLEY 0.2%
Value ($000) $6,335 Shares 80,182 Est. Cost $72.79 Unrealized +3.4%
SBAC SBA COMMUNICATIONS 0.2%
Value ($000) $5,788 Shares 20,334 Est. Cost $305.33 Unrealized +0.4%
EQIX EQUINIX INC 0.2%
Value ($000) $5,604 Shares 9,850 Est. Cost $528.13 Unrealized +15.4%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $5,436 Shares 17,805 Est. Cost $369.91 Unrealized -6.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $5,252 Shares 62,333 Est. Cost $70.28 Unrealized +11.5%
NKE NIKE INC CLASS B 0.2%
Value ($000) $4,704 Shares 56,598 Est. Cost $137.15 Unrealized -25.9%
SYK STRYKER CORP 0.1%
Value ($000) $3,465 Shares 17,109 Est. Cost $197.30 Unrealized +2.9%
MPWR MONOLITHIC POWER SYS INC 0.1%
Value ($000) $3,326 Shares 9,153 Est. Cost $410.78 Unrealized +5.4%
IWM ISHARES TR RUSSELL 2000 INDX 0.1%
Value ($000) $2,253 Shares 13,660 Est. Cost $177.29 Unrealized
RMD RESMED INC 0.0%
Value ($000) $1,412 Shares 6,469 Est. Cost $116.84 Unrealized +88.9%
NEE NEXTERA ENERGY 0.0%
Value ($000) $1,331 Shares 16,978 Est. Cost $61.42 Unrealized +25.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $1,134 Shares 9,106 Est. Cost $89.21 Unrealized +28.4%
ARE ALEXANDRIA REAL EST REIT 0.0%
Value ($000) $1,120 Shares 7,990 Est. Cost $127.28 Unrealized +1.9%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $1,119 Shares 7,228 Est. Cost $106.86 Unrealized +41.9%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $1,021 Shares 13,515 Est. Cost $89.95 Unrealized -5.2%
TJX TJX COMPANIES INC 0.0%
Value ($000) $985 Shares 15,856 Est. Cost $62.94 Unrealized -4.8%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $837 Shares 17,524 Est. Cost $72.93 Unrealized -21.0%
AMT AMERICAN TOWER 0.0%
Value ($000) $809 Shares 3,770 Est. Cost $155.40 Unrealized +47.2%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $772 Shares 17,724 Est. Cost $37.61 Unrealized +6.9%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $758 Shares 3,668 Est. Cost $206.65 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $706 Shares 9,883 Est. Cost $59.47 Unrealized +39.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $447 Shares 1,382 Est. Cost $101.37 Unrealized +203.9%
JPM JPMORGAN CHASE 0.0%
Value ($000) $388 Shares 3,712 Est. Cost $109.88 Unrealized -3.9%
ROST ROSS STORES INC 0.0%
Value ($000) $359 Shares 4,264 Est. Cost $72.76 Unrealized +12.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $325 Shares 3,725 Est. Cost $57.68 Unrealized +41.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $319 Shares 1,955 Est. Cost $59.66 Unrealized +156.3%
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $260 Shares 3,876 Est. Cost $25.81 Unrealized +36.4%
ALB ALBEMARLE 0.0%
Value ($000) $255 Shares 963 Est. Cost $225.13 Unrealized +7.7%
HUM HUMANA INC 0.0%
Value ($000) $233 Shares 480 Est. Cost $402.21 Unrealized +16.7%
ABBV ABBVIE INC 0.0%
Value ($000) $231 Shares 1,720 Est. Cost $28.53 Unrealized +345.6%
PFE PFIZER INC 0.0%
Value ($000) $218 Shares 4,983 Est. Cost $16.79 Unrealized +140.6%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $207 Shares 2,786 Est. Cost $69.10 Unrealized
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $198 Shares 984 Est. Cost $215.84 Unrealized -8.7%
MSCI MSCI INC 0.0%
Value ($000) $197 Shares 467 Est. Cost $123.57 Unrealized +256.5%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $195 Shares 1,245 Est. Cost $168.89 Unrealized 0.0%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $194 Shares 3,084 Est. Cost $63.54 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $194 Shares 1,046 Est. Cost $19.07 Unrealized +92.4%
SIRIUS XM HOLDINGS 0.0%
Value ($000) $177 Shares 30,975 Est. Cost $6.09 Unrealized
VRSK VERISK ANALYTICS 0.0%
Value ($000) $176 Shares 1,030 Est. Cost $152.74 Unrealized +19.7%
MMM 3M CO 0.0%
Value ($000) $166 Shares 1,500 Est. Cost $72.67 Unrealized +32.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $136 Shares 591 Est. Cost $72.16 Unrealized +227.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $121 Shares 1,248 Est. Cost $62.14 Unrealized +60.9%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $115 Shares 468 Est. Cost $298.59 Unrealized +1.1%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $104 Shares 936 Est. Cost $90.41 Unrealized +27.1%
AMGN AMGEN INC 0.0%
Value ($000) $93 Shares 411 Est. Cost $118.93 Unrealized +83.2%
PEP PEPSICO INC 0.0%
Value ($000) $82 Shares 500 Est. Cost $90.68 Unrealized +70.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $79 Shares 240 Est. Cost $349.22 Unrealized
SYNCHRONY FINL 0.0%
Value ($000) $74 Shares 2,628 Est. Cost $23.42 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $59 Shares 450 Est. Cost $88.77 Unrealized +57.7%
AMZN AMAZON.COM INC 0.0%
Value ($000) $59 Shares 520 Est. Cost $123.03 Unrealized +2.7%
MRK MERCK & CO. INC. 0.0%
Value ($000) $52 Shares 600 Est. Cost $56.62 Unrealized +42.0%
DLR DIGITAL REALTY TRUST REIT 0.0%
Value ($000) $51 Shares 510 Est. Cost $86.14 Unrealized +26.0%
GOOG ALPHABET INC 0.0%
Value ($000) $40 Shares 420 Est. Cost $111.15 Unrealized -0.3%
NRC NATIONAL RESEARCH 0.0%
Value ($000) $38 Shares 944 Est. Cost $46.06 Unrealized -19.6%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $37 Shares 1,574 Est. Cost $24.63 Unrealized
ATRION CORP 0.0%
Value ($000) $34 Shares 61 Est. Cost $681.44 Unrealized
NHC NATIONAL HEALTHCARE 0.0%
Value ($000) $34 Shares 544 Est. Cost $74.22 Unrealized -6.4%
THE BANK OF PRINCETON 0.0%
Value ($000) $33 Shares 1,172 Est. Cost $29.13 Unrealized
CSGS C S G SYSTEMS INTL 0.0%
Value ($000) $32 Shares 604 Est. Cost $36.45 Unrealized +48.3%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $32 Shares 2,434 Est. Cost $14.18 Unrealized -5.0%
UTMD UTAH MEDICAL PRODUCT 0.0%
Value ($000) $32 Shares 378 Est. Cost $87.73 Unrealized +0.6%
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $30 Shares 1,297 Est. Cost $22.77 Unrealized 0.0%
WINA WINMARK CORP 0.0%
Value ($000) $30 Shares 139 Est. Cost $196.45 Unrealized +10.5%
MGIC MAGIC SFTWR ENTERPRS F 0.0%
Value ($000) $30 Shares 1,924 Est. Cost $12.45 Unrealized +24.4%
OPBK OP BANCORP 0.0%
Value ($000) $30 Shares 2,742 Est. Cost $13.41 Unrealized -14.4%
PLYM PLYMOUTH INDUSTRIAL REIT INC 0.0%
Value ($000) $29 Shares 1,750 Est. Cost $16.57 Unrealized
SMBC SOUTHERN MISS BANCO 0.0%
Value ($000) $29 Shares 578 Est. Cost $48.09 Unrealized -0.5%
KFRC KFORCE INC 0.0%
Value ($000) $29 Shares 488 Est. Cost $35.40 Unrealized +68.4%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $29 Shares 1,635 Est. Cost $16.29 Unrealized +24.5%
MED MEDIFAST INC 0.0%
Value ($000) $28 Shares 263 Est. Cost $131.91 Unrealized 0.0%
DIAMOND HILL INVT GP CLASS A 0.0%
Value ($000) $28 Shares 168 Est. Cost $157.54 Unrealized
FSBW FS BANCORP INC 0.0%
Value ($000) $28 Shares 1,042 Est. Cost $26.37 Unrealized -0.8%
FATAQ FAT BRANDS INC 0.0%
Value ($000) $28 Shares 3,804 Est. Cost $3.88 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $28 Shares 974 Est. Cost $26.16 Unrealized 0.0%
OPY OPPENHEIMER HLDGS CLASS A 0.0%
Value ($000) $28 Shares 915 Est. Cost $42.60 Unrealized -17.9%
JBSS SANFILIPPO JOHN B 0.0%
Value ($000) $28 Shares 373 Est. Cost $83.99 Unrealized -10.0%
SPFI SOUTH PLAINS FINL INC 0.0%
Value ($000) $27 Shares 997 Est. Cost $17.40 Unrealized +49.9%
RUTH'S HOSPITALITY GROUP 0.0%
Value ($000) $27 Shares 1,626 Est. Cost $22.75 Unrealized
HURC HURCO COMPANIES INC 0.0%
Value ($000) $27 Shares 1,216 Est. Cost $33.96 Unrealized -27.9%
HQI HIREQUEST INC 0.0%
Value ($000) $27 Shares 2,107 Est. Cost $16.96 Unrealized -20.9%
KAI KADANT INC 0.0%
Value ($000) $27 Shares 162 Est. Cost $100.19 Unrealized +82.7%
PREMIER FINL CORP 0.0%
Value ($000) $27 Shares 1,041 Est. Cost $28.79 Unrealized
EPM EVOLUTION PETROLEUM 0.0%
Value ($000) $26 Shares 3,753 Est. Cost $4.01 Unrealized +23.3%
BLUEGREEN VACATIONS HOLDING 0.0%
Value ($000) $26 Shares 1,569 Est. Cost $16.57 Unrealized
GRC GORMAN RUPP CO 0.0%
Value ($000) $26 Shares 1,109 Est. Cost $31.86 Unrealized -14.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $26 Shares 653 Est. Cost $33.13 Unrealized -0.2%
GIC GLOBAL INDUSTRIAL 0.0%
Value ($000) $25 Shares 949 Est. Cost $19.87 Unrealized +42.8%
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value ($000) $25 Shares 1,442 Est. Cost $22.57 Unrealized -5.5%
SINCLAIR BROADCAST GROUP 0.0%
Value ($000) $25 Shares 1,394 Est. Cost $17.93 Unrealized
TPB TURNING PT BRANDS 0.0%
Value ($000) $24 Shares 1,125 Est. Cost $35.94 Unrealized -31.0%
HIFS HINGHAM INSTN SVGS 0.0%
Value ($000) $24 Shares 94 Est. Cost $190.94 Unrealized +46.4%
PATK PATRICK INDUSTRIES 0.0%
Value ($000) $24 Shares 545 Est. Cost $33.87 Unrealized 0.0%
CSV CARRIAGE SERVICES 0.0%
Value ($000) $23 Shares 728 Est. Cost $19.01 Unrealized +86.8%
CASS CASS INFORMATION SYS 0.0%
Value ($000) $23 Shares 669 Est. Cost $40.21 Unrealized -18.9%
ASTE ASTEC INDS INC 0.0%
Value ($000) $22 Shares 703 Est. Cost $49.98 Unrealized -22.2%
III INFORMATION SVCS GP 0.0%
Value ($000) $21 Shares 4,470 Est. Cost $4.53 Unrealized +19.5%
HOFT HOOKER FURNISHINGS CORP 0.0%
Value ($000) $20 Shares 1,516 Est. Cost $24.25 Unrealized -34.8%
NLCP NEWLAKE CAPITAL PARTNERS INC 0.0%
Value ($000) $20 Shares 1,467 Est. Cost $24.51 Unrealized
LINDE PLC F 0.0%
Value ($000) $19 Shares 70 Est. Cost $283.67 Unrealized
PRGS PROGRESS SOFTWARE 0.0%
Value ($000) $18 Shares 434 Est. Cost $44.03 Unrealized +5.0%
NGVC NATURAL GROCERS 0.0%
Value ($000) $17 Shares 1,559 Est. Cost $11.11 Unrealized +16.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $17 Shares 173 Est. Cost $59.24 Unrealized
WEC WEC ENERGY GROUP 0.0%
Value ($000) $17 Shares 189 Est. Cost $63.54 Unrealized +42.8%
GE GENERAL ELECTRIC 0.0%
Value ($000) $16 Shares 256 Est. Cost $43.68 Unrealized -1.1%
CB CHUBB LTD 0.0%
Value ($000) $16 Shares 86 Est. Cost $127.70 Unrealized +42.3%
ROL ROLLINS INC 0.0%
Value ($000) $16 Shares 459 Est. Cost $27.88 Unrealized +23.9%
T AT&T 0.0%
Value ($000) $13 Shares 815 Est. Cost $14.02 Unrealized +7.6%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $12 Shares 983 Est. Cost $30.77 Unrealized -43.2%
SCL STEPAN CO 0.0%
Value ($000) $11 Shares 120 Est. Cost $81.65 Unrealized +27.4%
SCZ ISHARES MSCI EAFE SMALL CAP IN 0.0%
Value ($000) $9 Shares 183 Est. Cost $56.44 Unrealized
DHI DR HORTON INC 0.0%
Value ($000) $7 Shares 111 Est. Cost $76.35 Unrealized -6.8%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 617 Est. Cost $13.33 Unrealized -36.8%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $58.96 Unrealized +63.2%
DOX AMDOCS LTD 0.0%
Value ($000) $4 Shares 52 Est. Cost $57.95 Unrealized +35.5%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $4 Shares 84 Est. Cost $13.30 Unrealized +67.3%
THLLY THALES SA - UNSPON ADR 0.0%
Value ($000) $4 Shares 160 Est. Cost $21.14 Unrealized
KR KROGER CO 0.0%
Value ($000) $3 Shares 69 Est. Cost $28.78 Unrealized +53.2%
UNILEVER PLC 0.0%
Value ($000) $3 Shares 68 Est. Cost $54.32 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $3 Shares 214 Est. Cost $16.29 Unrealized -1.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $84.96 Unrealized +84.2%
SGIOY SHIONOGI & CO LTD-UNSPON ADR 0.0%
Value ($000) $3 Shares 237 Est. Cost $14.73 Unrealized
AES AES CORP 0.0%
Value ($000) $3 Shares 117 Est. Cost $11.66 Unrealized +76.9%
SHECY SHIN-ETSU CHEM-UNSPON ADR 0.0%
Value ($000) $3 Shares 114 Est. Cost $31.49 Unrealized
HSY HERSHEY CO/THE 0.0%
Value ($000) $3 Shares 15 Est. Cost $90.02 Unrealized +128.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $3 Shares 38 Est. Cost $48.58 Unrealized +28.2%
LVMUY LVMH MOET HENNESSY-UNSP ADR 0.0%
Value ($000) $3 Shares 23 Est. Cost $130.43 Unrealized
DLB DOLBY LABORATORIES 0.0%
Value ($000) $3 Shares 42 Est. Cost $83.62 Unrealized -16.1%
DNBBY DNB ASA-SPONSOR ADR 0.0%
Value ($000) $3 Shares 173 Est. Cost $18.76 Unrealized
DBSDY DBS GROUP HOLDINGS - SPON ADR 0.0%
Value ($000) $3 Shares 35 Est. Cost $110.20 Unrealized
SVNLY SVENSKA HANDELSB-A-UNSP ADR 0.0%
Value ($000) $3 Shares 725 Est. Cost $5.39 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $3 Shares 80 Est. Cost $38.91 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3 Shares 18 Est. Cost $194.44 Unrealized
BNTGY BRENNTAG SE-UNSP ADR 0.0%
Value ($000) $3 Shares 216 Est. Cost $16.98 Unrealized
WRB WR BERKLEY CORP 0.0%
Value ($000) $3 Shares 46 Est. Cost $25.75 Unrealized +55.3%
BAESY BAE SYSTEMS PLC-SPON ADR 0.0%
Value ($000) $3 Shares 97 Est. Cost $26.32 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $142.87 Unrealized +38.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $330.32 Unrealized +67.8%
TD TORONTO DOMINION BANK F 0.0%
Value ($000) $3 Shares 51 Est. Cost $51.39 Unrealized +26.0%
SCI SERVICE CORP INTL 0.0%
Value ($000) $3 Shares 52 Est. Cost $42.66 Unrealized +54.5%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.29 Unrealized +27.5%
NSRGY NESTLE 0.0%
Value ($000) $3 Shares 27 Est. Cost $94.65 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $66.42 Unrealized +68.8%
PG PROCTER & GAMBLE 0.0%
Value ($000) $2 Shares 17 Est. Cost $101.53 Unrealized +28.6%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $29.90 Unrealized +6.1%
COIHY CRODA INTERNATIONAL PLC ADR 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
TEZNY TERNA SPA-UNSPONSORED ADR 0.0%
Value ($000) $2 Shares 86 Est. Cost $19.62 Unrealized
TSCDY TESCO PLC-SPONSORED ADR 0.0%
Value ($000) $2 Shares 246 Est. Cost $8.13 Unrealized
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $83.03 Unrealized
AUST & NZ BNKG GRP SPON ADR 0.0%
Value ($000) $2 Shares 108 Est. Cost $18.52 Unrealized
ASAZY ASSA ABLOY AB - UNSP ADR 0.0%
Value ($000) $2 Shares 174 Est. Cost $17.24 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 196 Est. Cost $18.55 Unrealized -26.7%
SMNNY SHIMANO INC - UNSPON ADR 0.0%
Value ($000) $2 Shares 99 Est. Cost $25.71 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $318.67 Unrealized -28.1%
FTS FORTIS INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $30.05 Unrealized +31.7%
RTO RENTOKIL INITIAL PLC - SP ADR 0.0%
Value ($000) $2 Shares 82 Est. Cost $39.28 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $2 Shares 72 Est. Cost $36.64 Unrealized -8.1%
NCLTY NITORI HLDGS CO LTD-UNSPON ADR 0.0%
Value ($000) $2 Shares 219 Est. Cost $16.32 Unrealized
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $2 Shares 33 Est. Cost $70.34 Unrealized -12.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $319.41 Unrealized -7.0%
NJDCY NIDEC CORPORATION-SPON ADR 0.0%
Value ($000) $2 Shares 111 Est. Cost $18.02 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $36.85 Unrealized +8.7%
MRAAY MURATA MANUFACTURING CO LTD UN 0.0%
Value ($000) $2 Shares 216 Est. Cost $17.02 Unrealized
AZN ASTRAZENECA PLC ADR F SPONSORE 0.0%
Value ($000) $2 Shares 41 Est. Cost $73.17 Unrealized
IBDRY IBERDROLA SA-SPONSORED ADR 0.0%
Value ($000) $2 Shares 65 Est. Cost $50.09 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.12 Unrealized +6.2%
HPQ HP INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $28.19 Unrealized -4.2%
SONY SONY GROUP CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $73.35 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.36 Unrealized +38.8%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.85 Unrealized +27.4%
ADDYY ADIDAS AG-SPONSORED ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $125.00 Unrealized
TTNDY TECHTRONIC INDUSTRIES-SP ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $32.79 Unrealized
LOGI LOGITECH INTERNATIONAL-REG 0.0%
Value ($000) $1 Shares 28 Est. Cost $74.66 Unrealized -34.1%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 60 Est. Cost $26.97 Unrealized -4.9%