Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 13, 2023

Total Value ($000): $3,791 (100.0% shares, 0.0% debt)

Holdings (287)

ENSG ENSIGN GROUP 2.4%
Value ($000) $89 Shares 942,603 Est. Cost $32.10 Unrealized +180.7%
CHE CHEMED CORP 2.1%
Value ($000) $81 Shares 157,854 Est. Cost $295.57 Unrealized +62.9%
OZK BANK OZK 1.9%
Value ($000) $72 Shares 1,803,267 Est. Cost $29.32 Unrealized +29.5%
IPAR INTER PARFUMS INC 1.9%
Value ($000) $72 Shares 741,930 Est. Cost $82.62 Unrealized +5.1%
NOG NORTHERN OIL AND GAS INC 1.9%
Value ($000) $71 Shares 2,297,895 Est. Cost $19.53 Unrealized +72.3%
CASY CASEY'S GENERAL STORES INC 1.8%
Value ($000) $69 Shares 307,989 Est. Cost $143.39 Unrealized +56.0%
CHRD CHORD ENERGY CORP 1.8%
Value ($000) $67 Shares 490,256 Est. Cost $58.06 Unrealized +104.6%
NXST NEXSTAR MEDIA GROUP INC 1.8%
Value ($000) $67 Shares 382,863 Est. Cost $88.24 Unrealized +75.5%
HOMB HOME BANCSHARES INC 1.8%
Value ($000) $66 Shares 2,917,079 Est. Cost $20.38 Unrealized +19.0%
NSP INSPERITY INC 1.7%
Value ($000) $64 Shares 566,453 Est. Cost $93.50 Unrealized +10.3%
WING WINGSTOP INC 1.7%
Value ($000) $64 Shares 461,517 Est. Cost $127.41 Unrealized +15.8%
SXI STANDEX INTL CORP 1.7%
Value ($000) $63 Shares 612,878 Est. Cost $82.79 Unrealized +18.5%
LSTR LANDSTAR SYSTEM INC 1.6%
Value ($000) $62 Shares 379,345 Est. Cost $103.47 Unrealized
TTEK TETRA TECH INC 1.6%
Value ($000) $61 Shares 423,472 Est. Cost $24.54 Unrealized +17.8%
EHC ENCOMPASS HEALTH 1.6%
Value ($000) $59 Shares 983,754 Est. Cost $44.14 Unrealized +20.1%
LMAT LEMAITRE VASCULAR INC 1.6%
Value ($000) $59 Shares 1,277,478 Est. Cost $34.48 Unrealized +31.9%
ALSN ALLISON TRANSMISSION HOLDING 1.5%
Value ($000) $58 Shares 1,396,821 Est. Cost $34.87 Unrealized +12.8%
ALTRA INDUSTRIAL MOTION 1.5%
Value ($000) $58 Shares 968,713 Est. Cost $30.29 Unrealized
BWXT BWX TECHNOLOGIES 1.5%
Value ($000) $58 Shares 991,884 Est. Cost $47.69 Unrealized +16.6%
AL AIR LEASE CORP 1.5%
Value ($000) $57 Shares 1,484,478 Est. Cost $40.08 Unrealized -15.3%
BC BRUNSWICK CORP 1.5%
Value ($000) $56 Shares 773,274 Est. Cost $54.72 Unrealized +21.0%
OLED UNIVERSAL DISPLAY 1.5%
Value ($000) $56 Shares 513,817 Est. Cost $140.19 Unrealized -27.6%
ABM ABM INDUSTRIES INC 1.5%
Value ($000) $55 Shares 1,243,014 Est. Cost $35.40 Unrealized +15.9%
CABO CABLE ONE INC 1.4%
Value ($000) $54 Shares 75,886 Est. Cost $945.03 Unrealized -25.8%
SSTK SHUTTERSTOCK INC 1.4%
Value ($000) $52 Shares 983,179 Est. Cost $65.43 Unrealized -22.1%
UNF UNIFIRST CORP/MA 1.4%
Value ($000) $52 Shares 267,283 Est. Cost $177.07 Unrealized +0.9%
LFUS LITTELFUSE INC 1.4%
Value ($000) $51 Shares 233,252 Est. Cost $178.16 Unrealized +25.2%
CCOI COGENT COMMUNICATIONS 1.3%
Value ($000) $50 Shares 884,636 Est. Cost $40.88 Unrealized +11.2%
CIVI CIVITAS RESOURCES INC 1.3%
Value ($000) $50 Shares 866,745 Est. Cost $35.28 Unrealized +37.9%
HLNE HAMILTON LANE 1.3%
Value ($000) $50 Shares 783,765 Est. Cost $84.44 Unrealized -21.2%
POWI POWER INTEGRATIONS INC 1.3%
Value ($000) $50 Shares 692,877 Est. Cost $62.45 Unrealized +9.7%
TNL TRAVEL & LEISURE CO 1.3%
Value ($000) $50 Shares 1,363,207 Est. Cost $41.59 Unrealized -21.5%
TRNO TERRENO REALTY CORP 1.3%
Value ($000) $49 Shares 868,991 Est. Cost $40.93 Unrealized
CNS COHEN & STEERS INC 1.3%
Value ($000) $49 Shares 760,246 Est. Cost $39.51 Unrealized +43.2%
USPH U.S. PHYSICAL THERAPY INC 1.3%
Value ($000) $49 Shares 603,165 Est. Cost $105.53 Unrealized -20.5%
MNRO MONRO INC 1.3%
Value ($000) $48 Shares 1,068,796 Est. Cost $64.07 Unrealized -27.9%
KLIC KULICKE & SOFFA INDUSTRIES 1.3%
Value ($000) $48 Shares 1,082,515 Est. Cost $51.84 Unrealized -19.9%
CPK CHESAPEAKE UTILITIES CORP 1.2%
Value ($000) $46 Shares 392,676 Est. Cost $91.53 Unrealized +19.9%
ESI ELEMENT SOLUTIONS INC 1.2%
Value ($000) $46 Shares 2,537,601 Est. Cost $18.81 Unrealized -8.4%
UFPI UFP INDUSTRIES INC 1.2%
Value ($000) $46 Shares 577,893 Est. Cost $74.91 Unrealized +2.0%
NXRT NEXPOINT RESIDENTIAL 1.2%
Value ($000) $46 Shares 1,052,260 Est. Cost $25.32 Unrealized
LKFN LAKELAND FINANCIAL CORP 1.1%
Value ($000) $41 Shares 559,882 Est. Cost $42.48 Unrealized +62.4%
KWR QUAKER CHEMICAL CORPORATION 1.1%
Value ($000) $41 Shares 244,613 Est. Cost $163.19 Unrealized +3.1%
KW KENNEDY - WILSON HOLDINGS INC. 1.1%
Value ($000) $40 Shares 2,558,993 Est. Cost $19.95 Unrealized -19.4%
MTRN MATERION CORP 1.1%
Value ($000) $40 Shares 459,803 Est. Cost $63.16 Unrealized +29.3%
EXPI EXP WORLD HOLDING 1.0%
Value ($000) $40 Shares 3,588,698 Est. Cost $18.83 Unrealized -38.9%
TTEC TTEC HOLDINGS INC 1.0%
Value ($000) $39 Shares 876,927 Est. Cost $68.43 Unrealized -34.4%
STVN STEVANATO GROUP SPA 1.0%
Value ($000) $38 Shares 2,120,052 Est. Cost $16.61 Unrealized -0.9%
PRGO PERRIGO COMPANY 1.0%
Value ($000) $38 Shares 1,111,373 Est. Cost $36.36 Unrealized -3.1%
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value ($000) $37 Shares 329,328 Est. Cost $65.48 Unrealized +59.5%
CRAI CRA INTERNATIONAL INC 0.9%
Value ($000) $34 Shares 278,385 Est. Cost $76.80 Unrealized +38.1%
UTZ UTZ BRANDS INC 0.9%
Value ($000) $34 Shares 2,136,537 Est. Cost $14.81 Unrealized +11.9%
RS RELIANCE STEEL & ALUMINUM 0.9%
Value ($000) $34 Shares 166,777 Est. Cost $151.90 Unrealized +31.0%
STE STERIS PLC 0.9%
Value ($000) $33 Shares 179,454 Est. Cost $158.07 Unrealized +8.1%
BROOKFIELD INFRASTRUCTURE-A 0.9%
Value ($000) $32 Shares 835,116 Est. Cost $0.04 Unrealized
CHDN CHURCHILL DOWNS 0.8%
Value ($000) $31 Shares 146,936 Est. Cost $101.62 Unrealized +2.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.8%
Value ($000) $29 Shares 71,557 Est. Cost $263.98 Unrealized +56.4%
DGX QUEST DIAGNOSTICS 0.7%
Value ($000) $28 Shares 181,283 Est. Cost $90.87 Unrealized +48.9%
SCVL SHOE CARNIVAL INC 0.7%
Value ($000) $27 Shares 1,134,951 Est. Cost $23.68 Unrealized +0.9%
UMH UMH PROPERTIES 0.7%
Value ($000) $27 Shares 1,672,347 Est. Cost $19.67 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.7%
Value ($000) $26 Shares 247,778 Est. Cost $82.65 Unrealized +18.2%
POOL POOL CORP 0.7%
Value ($000) $26 Shares 84,347 Est. Cost $227.43 Unrealized +33.4%
PB PROSPERITY BANCSHARES INC 0.7%
Value ($000) $25 Shares 341,137 Est. Cost $55.43 Unrealized +16.6%
GFL GFL ENVIRONMENTAL 0.6%
Value ($000) $25 Shares 841,200 Est. Cost $34.67 Unrealized -22.0%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $24 Shares 178,498 Est. Cost $49.36 Unrealized +159.3%
GL GLOBE LIFE INC 0.6%
Value ($000) $23 Shares 193,791 Est. Cost $94.90 Unrealized +17.5%
KALU KAISER ALUMINUM 0.6%
Value ($000) $23 Shares 302,333 Est. Cost $98.98 Unrealized -29.1%
JKHY JACK HENRY & ASSOCIATES INC 0.6%
Value ($000) $23 Shares 129,165 Est. Cost $129.37 Unrealized +37.0%
ENTG ENTEGRIS INC 0.6%
Value ($000) $22 Shares 336,490 Est. Cost $81.55 Unrealized -10.9%
NDSN NORDSON CORP COM 0.6%
Value ($000) $22 Shares 90,448 Est. Cost $146.65 Unrealized +49.6%
MORN MORNINGSTAR INC 0.5%
Value ($000) $20 Shares 94,003 Est. Cost $157.13 Unrealized +45.1%
AUDC AUDIOCODES LTD 0.5%
Value ($000) $20 Shares 1,109,434 Est. Cost $27.83 Unrealized -38.9%
DPZ DOMINO'S PIZZA INC 0.5%
Value ($000) $20 Shares 56,643 Est. Cost $268.57 Unrealized +24.4%
BPOP POPULAR INC 0.5%
Value ($000) $20 Shares 295,187 Est. Cost $71.21 Unrealized -11.4%
BR BROADRIDGE FINANCIAL SOLUTIO 0.5%
Value ($000) $19 Shares 144,891 Est. Cost $104.63 Unrealized +28.6%
CSL CARLISLE COS INC 0.5%
Value ($000) $19 Shares 82,341 Est. Cost $170.08 Unrealized +45.7%
AAP ADVANCE AUTO PARTS INC 0.5%
Value ($000) $19 Shares 130,202 Est. Cost $132.62 Unrealized +13.2%
CTRA COTERRA ENERGY 0.5%
Value ($000) $19 Shares 763,106 Est. Cost $17.98 Unrealized +35.3%
AQN ALGONQUIN POWER & UTILITIES 0.5%
Value ($000) $18 Shares 2,691,582 Est. Cost $8.76 Unrealized -14.5%
ARIS WATER SOLUTION INC-A 0.5%
Value ($000) $17 Shares 1,205,156 Est. Cost $13.54 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $15 Shares 27,537 Est. Cost $243.89 Unrealized +105.2%
IWR ISHARES RUSSELL MIDCAP INDEX 0.4%
Value ($000) $14 Shares 213,875 Est. Cost $0.07 Unrealized
CGNX COGNEX CORP 0.4%
Value ($000) $13 Shares 286,499 Est. Cost $48.59 Unrealized -5.8%
IWM ISHARES TR RUSSELL 2000 INDX 0.3%
Value ($000) $12 Shares 71,216 Est. Cost $34.15 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $12 Shares 91,313 Est. Cost $108.70 Unrealized +29.4%
PIONEER NATURAL RESOURCES CO 0.3%
Value ($000) $11 Shares 49,617 Est. Cost $163.38 Unrealized
WCN WASTE CONNECTIONS INC 0.3%
Value ($000) $11 Shares 82,613 Est. Cost $88.52 Unrealized +50.6%
V VISA INC 0.3%
Value ($000) $11 Shares 52,649 Est. Cost $157.38 Unrealized +25.2%
AVGO BROADCOM INC 0.3%
Value ($000) $11 Shares 19,247 Est. Cost $30.88 Unrealized +54.1%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $10 Shares 32,634 Est. Cost $145.29 Unrealized +100.9%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $10 Shares 39,008 Est. Cost $147.81 Unrealized +63.1%
CDW CDW CORP/DE 0.3%
Value ($000) $10 Shares 53,820 Est. Cost $138.29 Unrealized +22.1%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $9 Shares 28,789 Est. Cost $204.39 Unrealized +27.0%
SHW SHERWIN-WILLIAMS 0.2%
Value ($000) $8 Shares 35,703 Est. Cost $249.14 Unrealized -9.8%
DG DOLLAR GENERAL 0.2%
Value ($000) $8 Shares 33,667 Est. Cost $186.21 Unrealized +25.2%
BLACKROCK INC 0.2%
Value ($000) $8 Shares 11,625 Est. Cost $586.35 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $8 Shares 34,339 Est. Cost $231.12 Unrealized +1.3%
OTIS OTIS WORLDWIDE 0.2%
Value ($000) $8 Shares 104,366 Est. Cost $75.85 Unrealized -7.5%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $8 Shares 38,557 Est. Cost $146.95 Unrealized +29.4%
HD HOME DEPOT INC 0.2%
Value ($000) $8 Shares 25,149 Est. Cost $177.23 Unrealized +58.7%
COST COSTCO WHOLESALE 0.2%
Value ($000) $8 Shares 17,286 Est. Cost $238.69 Unrealized +96.4%
STZ CONSTELLATION BRANDS INC-A 0.2%
Value ($000) $8 Shares 32,509 Est. Cost $215.49 Unrealized +4.9%
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $7 Shares 76,509 Est. Cost $93.64 Unrealized
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $7 Shares 31,141 Est. Cost $146.09 Unrealized +56.8%
INTU INTUIT INC 0.2%
Value ($000) $7 Shares 18,473 Est. Cost $285.83 Unrealized +36.1%
ZTS ZOETIS INC 0.2%
Value ($000) $7 Shares 47,468 Est. Cost $114.26 Unrealized +25.3%
MS MORGAN STANLEY 0.2%
Value ($000) $7 Shares 77,424 Est. Cost $72.79 Unrealized +5.5%
ACN ACCENTURE PLC 0.2%
Value ($000) $7 Shares 24,617 Est. Cost $241.97 Unrealized +9.1%
DHR DANAHER 0.2%
Value ($000) $6 Shares 24,335 Est. Cost $228.13 Unrealized 0.0%
EQIX EQUINIX INC 0.2%
Value ($000) $6 Shares 9,321 Est. Cost $528.13 Unrealized +9.6%
MSCI MSCI INC 0.2%
Value ($000) $6 Shares 12,711 Est. Cost $436.94 Unrealized +2.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $6 Shares 58,981 Est. Cost $70.28 Unrealized +24.6%
SBAC SBA COMMUNICATIONS 0.1%
Value ($000) $5 Shares 18,892 Est. Cost $305.33 Unrealized -13.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $5 Shares 42,637 Est. Cost $137.15 Unrealized -30.5%
MPWR MONOLITHIC POWER SYS INC 0.1%
Value ($000) $4 Shares 11,612 Est. Cost $397.99 Unrealized -12.0%
SYK STRYKER CORP 0.1%
Value ($000) $4 Shares 16,249 Est. Cost $197.30 Unrealized +11.4%
HII HUNTINGTON INGALLS INDUSTRIE 0.1%
Value ($000) $2 Shares 8,270 Est. Cost $170.19 Unrealized +29.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 12,918 Est. Cost $90.01 Unrealized +9.4%
NEE NEXTERA ENERGY 0.0%
Value ($000) $1 Shares 16,271 Est. Cost $61.42 Unrealized +20.2%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 6,256 Est. Cost $116.84 Unrealized +82.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 8,696 Est. Cost $89.21 Unrealized +36.1%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $1 Shares 6,903 Est. Cost $106.86 Unrealized +42.2%
ARE ALEXANDRIA REAL EST REIT 0.0%
Value ($000) $1 Shares 7,723 Est. Cost $127.28 Unrealized -3.2%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $1 Shares 16,452 Est. Cost $11.96 Unrealized
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $1 Shares 4,219 Est. Cost $242.06 Unrealized -2.9%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $1 Shares 13,804 Est. Cost $89.44 Unrealized -26.8%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $1 Shares 9,883 Est. Cost $59.47 Unrealized +24.3%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1 Shares 16,989 Est. Cost $37.61 Unrealized -1.4%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1 Shares 2,940 Est. Cost $0.20 Unrealized
AMT AMERICAN TOWER 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $155.40 Unrealized +20.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $1 Shares 1,382 Est. Cost $101.37 Unrealized +241.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $0 Shares 3,725 Est. Cost $57.68 Unrealized +66.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $0 Shares 1,955 Est. Cost $59.66 Unrealized +163.3%
JPM JPMORGAN CHASE 0.0%
Value ($000) $0 Shares 2,385 Est. Cost $109.88 Unrealized +7.1%
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $0 Shares 3,876 Est. Cost $25.81 Unrealized +42.5%
ABBV ABBVIE INC 0.0%
Value ($000) $0 Shares 1,720 Est. Cost $28.53 Unrealized +381.0%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $0 Shares 1,137 Est. Cost $20.77 Unrealized +93.6%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 4,983 Est. Cost $16.79 Unrealized +139.3%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 3,231 Est. Cost $59.59 Unrealized
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $0 Shares 963 Est. Cost $215.84 Unrealized +1.5%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $0 Shares 1,245 Est. Cost $168.89 Unrealized +0.2%
ALB ALBEMARLE 0.0%
Value ($000) $0 Shares 963 Est. Cost $225.13 Unrealized +13.1%
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 377 Est. Cost $402.21 Unrealized +26.3%
VRSK VERISK ANALYTICS 0.0%
Value ($000) $0 Shares 1,030 Est. Cost $152.74 Unrealized +12.7%
SIRIUS XM HOLDINGS 0.0%
Value ($000) $0 Shares 30,975 Est. Cost $6.09 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $72.67 Unrealized +24.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 591 Est. Cost $72.16 Unrealized +239.9%
DIS WALT DISNEY CO 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $93.45 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 1,248 Est. Cost $62.14 Unrealized +57.1%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $0 Shares 2,497 Est. Cost $72.93 Unrealized -30.5%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $0 Shares 936 Est. Cost $90.41 Unrealized +26.6%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 411 Est. Cost $118.93 Unrealized +104.1%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $90.68 Unrealized +77.4%
SYNCHRONY FINL 0.0%
Value ($000) $0 Shares 2,628 Est. Cost $23.42 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $0 Shares 450 Est. Cost $88.77 Unrealized +51.9%
MRK MERCK & CO. INC. 0.0%
Value ($000) $0 Shares 600 Est. Cost $56.62 Unrealized +63.9%
DLR DIGITAL REALTY TRUST REIT 0.0%
Value ($000) $0 Shares 510 Est. Cost $86.14 Unrealized +5.9%
AMZN AMAZON.COM INC 0.0%
Value ($000) $0 Shares 520 Est. Cost $123.03 Unrealized -19.7%
PATK PATRICK INDUSTRIES 0.0%
Value ($000) $0 Shares 701 Est. Cost $33.60 Unrealized -2.9%
GIC GLOBAL INDUSTRIAL 0.0%
Value ($000) $0 Shares 1,753 Est. Cost $21.54 Unrealized +9.2%
BLUEGREEN VACATIONS HOLDING 0.0%
Value ($000) $0 Shares 1,593 Est. Cost $16.32 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.0%
Value ($000) $0 Shares 384 Est. Cost $87.79 Unrealized +4.0%
OPY OPPENHEIMER HLDGS CLASS A 0.0%
Value ($000) $0 Shares 929 Est. Cost $42.51 Unrealized -13.4%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $0 Shares 1,574 Est. Cost $24.63 Unrealized
THE BANK OF PRINCETON 0.0%
Value ($000) $0 Shares 1,191 Est. Cost $28.67 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $0 Shares 420 Est. Cost $111.15 Unrealized -14.8%
FSBW FS BANCORP INC 0.0%
Value ($000) $0 Shares 1,059 Est. Cost $26.40 Unrealized +6.7%
CSGS C S G SYSTEMS INTL 0.0%
Value ($000) $0 Shares 614 Est. Cost $36.75 Unrealized +49.1%
ATRION CORP 0.0%
Value ($000) $0 Shares 62 Est. Cost $670.46 Unrealized
HCKT HACKETT GROUP INC 0.0%
Value ($000) $0 Shares 1,661 Est. Cost $16.37 Unrealized +29.1%
HQI HIREQUEST INC 0.0%
Value ($000) $0 Shares 2,141 Est. Cost $16.93 Unrealized -11.6%
III INFORMATION SVCS GP 0.0%
Value ($000) $0 Shares 7,391 Est. Cost $4.49 Unrealized -1.3%
PLYM PLYMOUTH INDUSTRIAL REIT INC 0.0%
Value ($000) $0 Shares 1,778 Est. Cost $16.31 Unrealized
WINA WINMARK CORP 0.0%
Value ($000) $0 Shares 141 Est. Cost $197.04 Unrealized +21.0%
NHC NATIONAL HEALTHCARE 0.0%
Value ($000) $0 Shares 552 Est. Cost $74.03 Unrealized -18.1%
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $0 Shares 1,317 Est. Cost $22.76 Unrealized -3.1%
HURC HURCO COMPANIES INC 0.0%
Value ($000) $0 Shares 1,235 Est. Cost $33.82 Unrealized -26.7%
CASS CASS INFORMATION SYS 0.0%
Value ($000) $0 Shares 680 Est. Cost $40.18 Unrealized -4.6%
MED MEDIFAST INC 0.0%
Value ($000) $0 Shares 268 Est. Cost $131.48 Unrealized -17.3%
MGIC MAGIC SFTWR ENTERPRS F 0.0%
Value ($000) $0 Shares 1,954 Est. Cost $12.47 Unrealized +11.5%
DIAMOND HILL INVT GP CLASS A 0.0%
Value ($000) $0 Shares 170 Est. Cost $155.69 Unrealized
OPBK OP BANCORP 0.0%
Value ($000) $0 Shares 2,785 Est. Cost $13.38 Unrealized -14.3%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $0 Shares 1,874 Est. Cost $14.18 Unrealized +14.8%
JBSS SANFILIPPO JOHN B 0.0%
Value ($000) $0 Shares 379 Est. Cost $83.95 Unrealized -2.9%
IJH ISHARES TRUST REG SHS S&P MIDC 0.0%
Value ($000) $0 Shares 122 Est. Cost $0.25 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 653 Est. Cost $33.13 Unrealized +5.8%
SINCLAIR BROADCAST GROUP 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $13.16 Unrealized
KAI KADANT INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $101.55 Unrealized +72.6%
HOFT HOOKER FURNISHINGS CORP 0.0%
Value ($000) $0 Shares 1,540 Est. Cost $24.12 Unrealized -33.2%
GRC GORMAN RUPP CO 0.0%
Value ($000) $0 Shares 1,127 Est. Cost $31.77 Unrealized -16.9%
EPM EVOLUTION PETROLEUM 0.0%
Value ($000) $0 Shares 3,808 Est. Cost $4.04 Unrealized +42.0%
ASTE ASTEC INDS INC 0.0%
Value ($000) $0 Shares 715 Est. Cost $49.79 Unrealized -22.2%
PREMIER FINL CORP 0.0%
Value ($000) $0 Shares 1,057 Est. Cost $28.35 Unrealized
SPFI SOUTH PLAINS FINL INC 0.0%
Value ($000) $0 Shares 1,012 Est. Cost $17.58 Unrealized +69.2%
SMBC SOUTHERN MISS BANCO 0.0%
Value ($000) $0 Shares 587 Est. Cost $48.08 Unrealized -1.6%
KFRC KFORCE INC 0.0%
Value ($000) $0 Shares 496 Est. Cost $35.76 Unrealized +61.5%
HIFS HINGHAM INSTN SVGS 0.0%
Value ($000) $0 Shares 96 Est. Cost $192.23 Unrealized +31.4%
RUTH'S HOSPITALITY GROUP 0.0%
Value ($000) $0 Shares 1,652 Est. Cost $22.40 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $0 Shares 113 Est. Cost $199.45 Unrealized +4.3%
TPB TURNING PT BRANDS 0.0%
Value ($000) $0 Shares 1,143 Est. Cost $35.71 Unrealized -40.5%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 989 Est. Cost $26.18 Unrealized +3.4%
NLCP NEWLAKE CAPITAL PARTNERS INC 0.0%
Value ($000) $0 Shares 1,490 Est. Cost $24.13 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $0 Shares 173 Est. Cost $59.24 Unrealized
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value ($000) $0 Shares 1,465 Est. Cost $22.50 Unrealized -18.7%
LINDE PLC F 0.0%
Value ($000) $0 Shares 70 Est. Cost $283.67 Unrealized
GE GENERAL ELECTRIC 0.0%
Value ($000) $0 Shares 256 Est. Cost $43.68 Unrealized +10.8%
TJX TJX COMPANIES INC 0.0%
Value ($000) $0 Shares 258 Est. Cost $62.94 Unrealized +12.4%
CSV CARRIAGE SERVICES 0.0%
Value ($000) $0 Shares 739 Est. Cost $19.11 Unrealized +35.7%
CB CHUBB LTD 0.0%
Value ($000) $0 Shares 86 Est. Cost $127.70 Unrealized +56.6%
FATAQ FAT BRANDS INC 0.0%
Value ($000) $0 Shares 3,864 Est. Cost $3.86 Unrealized -19.0%
WEC WEC ENERGY GROUP 0.0%
Value ($000) $0 Shares 204 Est. Cost $64.95 Unrealized +27.4%
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 459 Est. Cost $27.88 Unrealized +33.8%
T AT&T 0.0%
Value ($000) $0 Shares 815 Est. Cost $14.02 Unrealized +7.7%
NGVC NATURAL GROCERS 0.0%
Value ($000) $0 Shares 1,583 Est. Cost $11.08 Unrealized -16.5%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $0 Shares 161 Est. Cost $81.55 Unrealized 0.0%
SCL STEPAN CO 0.0%
Value ($000) $0 Shares 120 Est. Cost $81.65 Unrealized +28.4%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $0 Shares 983 Est. Cost $30.77 Unrealized -59.5%
DHI DR HORTON INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $76.35 Unrealized +1.8%
PG PROCTER & GAMBLE 0.0%
Value ($000) $0 Shares 67 Est. Cost $122.62 Unrealized +5.8%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 617 Est. Cost $13.33 Unrealized -32.1%
EXPO EXPONENT INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $93.27 Unrealized 0.0%
BMI BADGER METER INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $106.24 Unrealized 0.0%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $58.96 Unrealized +81.4%
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 52 Est. Cost $57.95 Unrealized +36.8%
TTC TORO CO 0.0%
Value ($000) $0 Shares 42 Est. Cost $105.94 Unrealized 0.0%
R RYDER SYSTEMS INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $83.95 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $349.22 Unrealized
DBSDY DBS GROUP HOLDINGS - SPON ADR 0.0%
Value ($000) $0 Shares 35 Est. Cost $110.20 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $0 Shares 52 Est. Cost $42.66 Unrealized +56.1%
BBY BEST BUY CO INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $60.61 Unrealized +4.3%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $0 Shares 72 Est. Cost $13.30 Unrealized +88.7%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $0 Shares 74 Est. Cost $38.22 Unrealized +8.5%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $75.29 Unrealized +31.6%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 214 Est. Cost $16.29 Unrealized +4.4%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $0 Shares 119 Est. Cost $27.81 Unrealized -7.6%
SVNLY SVENSKA HANDELSB-A-UNSP ADR 0.0%
Value ($000) $0 Shares 725 Est. Cost $5.39 Unrealized
SHECY SHIN-ETSU CHEM-UNSPON ADR 0.0%
Value ($000) $0 Shares 114 Est. Cost $31.49 Unrealized
MRAAY MURATA MANUFACTURING CO LTD UN 0.0%
Value ($000) $0 Shares 216 Est. Cost $17.02 Unrealized
NSRGY NESTLE 0.0%
Value ($000) $0 Shares 27 Est. Cost $94.65 Unrealized
TD TORONTO DOMINION BANK F 0.0%
Value ($000) $0 Shares 51 Est. Cost $51.39 Unrealized +25.7%
THLLY THALES SA - UNSPON ADR 0.0%
Value ($000) $0 Shares 114 Est. Cost $21.14 Unrealized
UGI UGI CORP 0.0%
Value ($000) $0 Shares 81 Est. Cost $36.14 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 68 Est. Cost $54.32 Unrealized
SGIOY SHIONOGI & CO LTD-UNSPON ADR 0.0%
Value ($000) $0 Shares 237 Est. Cost $14.73 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $0 Shares 68 Est. Cost $38.91 Unrealized
RTO RENTOKIL INITIAL PLC - SP ADR 0.0%
Value ($000) $0 Shares 82 Est. Cost $39.28 Unrealized
NCLTY NITORI HLDGS CO LTD-UNSPON ADR 0.0%
Value ($000) $0 Shares 219 Est. Cost $16.32 Unrealized
NJDCY NIDEC CORPORATION-SPON ADR 0.0%
Value ($000) $0 Shares 196 Est. Cost $10.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $330.32 Unrealized +58.9%
BNTGY BRENNTAG SE-UNSP ADR 0.0%
Value ($000) $0 Shares 216 Est. Cost $16.98 Unrealized
DNBBY DNB ASA-SPONSOR ADR 0.0%
Value ($000) $0 Shares 173 Est. Cost $18.76 Unrealized
IBDRY IBERDROLA SA-SPONSORED ADR 0.0%
Value ($000) $0 Shares 65 Est. Cost $50.09 Unrealized
LVMUY LVMH MOET HENNESSY-UNSP ADR 0.0%
Value ($000) $0 Shares 23 Est. Cost $130.43 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $84.96 Unrealized +80.3%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $0 Shares 24 Est. Cost $56.59 Unrealized 0.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $73.35 Unrealized
WRB WR BERKLEY CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $25.75 Unrealized +72.8%
HPQ HP INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $28.19 Unrealized -12.9%
HSY HERSHEY CO/THE 0.0%
Value ($000) $0 Shares 15 Est. Cost $90.02 Unrealized +135.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $319.41 Unrealized +0.7%
KR KROGER CO 0.0%
Value ($000) $0 Shares 69 Est. Cost $28.78 Unrealized +48.9%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $194.44 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $36.64 Unrealized -18.0%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $0 Shares 58 Est. Cost $64.02 Unrealized -13.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 38 Est. Cost $48.58 Unrealized +34.3%
AZN ASTRAZENECA PLC ADR F SPONSORE 0.0%
Value ($000) $0 Shares 41 Est. Cost $73.17 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $66.42 Unrealized +60.5%
LOGI LOGITECH INTERNATIONAL-REG 0.0%
Value ($000) $0 Shares 28 Est. Cost $74.66 Unrealized -30.1%
FTS FORTIS INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $30.05 Unrealized +15.3%
TSCDY TESCO PLC-SPONSORED ADR 0.0%
Value ($000) $0 Shares 246 Est. Cost $8.13 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 60 Est. Cost $26.97 Unrealized -18.6%
SMNNY SHIMANO INC - UNSPON ADR 0.0%
Value ($000) $0 Shares 99 Est. Cost $25.71 Unrealized
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $83.03 Unrealized
TTNDY TECHTRONIC INDUSTRIES-SP ADR 0.0%
Value ($000) $0 Shares 34 Est. Cost $23.16 Unrealized
TEZNY TERNA SPA-UNSPONSORED ADR 0.0%
Value ($000) $0 Shares 86 Est. Cost $19.62 Unrealized
COIHY CRODA INTERNATIONAL PLC ADR 0.0%
Value ($000) $0 Shares 52 Est. Cost $38.46 Unrealized
BAESY BAE SYSTEMS PLC-SPON ADR 0.0%
Value ($000) $0 Shares 58 Est. Cost $26.32 Unrealized
ADDYY ADIDAS AG-SPONSORED ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $125.00 Unrealized
ANZGY ANZ GROUP HOLDINGS LTD-ADR 0.0%
Value ($000) $0 Shares 108 Est. Cost $0.02 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $66.36 Unrealized +22.4%
MTUAY MTU AERO ENGINES 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.11 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 196 Est. Cost $18.55 Unrealized -39.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $79.85 Unrealized +22.0%
ASAZY ASSA ABLOY AB - UNSP ADR 0.0%
Value ($000) $0 Shares 174 Est. Cost $17.24 Unrealized
TLPFY TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
EVR EVERCORE INC - A 0.0%
Value ($000) $0 Shares 10 Est. Cost $77.56 Unrealized +27.5%
AARON'S CO INC/THE 0.0%
Value ($000) $0 Shares 36 Est. Cost $20.43 Unrealized