Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value ($000): $4,250 (100.0% shares, 0.0% debt)

Holdings (286)

IPAR INTER PARFUMS INC 2.4%
Value ($000) $101 Shares 711,155 Est. Cost $82.62 Unrealized +49.2%
ENSG ENSIGN GROUP 2.2%
Value ($000) $96 Shares 1,000,316 Est. Cost $35.51 Unrealized +156.6%
OLED UNIVERSAL DISPLAY 2.0%
Value ($000) $86 Shares 553,866 Est. Cost $139.48 Unrealized -6.5%
WING WINGSTOP INC 2.0%
Value ($000) $83 Shares 454,686 Est. Cost $127.41 Unrealized +28.9%
SXI STANDEX INTL CORP 1.7%
Value ($000) $74 Shares 606,548 Est. Cost $82.79 Unrealized +37.5%
NOG NORTHERN OIL AND GAS INC 1.7%
Value ($000) $74 Shares 2,434,403 Est. Cost $20.18 Unrealized +54.4%
NSP INSPERITY INC 1.7%
Value ($000) $73 Shares 600,264 Est. Cost $94.26 Unrealized +13.5%
LSTR LANDSTAR SYSTEM INC 1.7%
Value ($000) $72 Shares 403,665 Est. Cost $97.25 Unrealized
CHE CHEMED CORP 1.7%
Value ($000) $71 Shares 132,268 Est. Cost $295.57 Unrealized +70.8%
SSTK SHUTTERSTOCK INC 1.7%
Value ($000) $71 Shares 977,242 Est. Cost $65.43 Unrealized +6.9%
CASY CASEY'S GENERAL STORES INC 1.7%
Value ($000) $71 Shares 326,249 Est. Cost $147.40 Unrealized +45.9%
LMAT LEMAITRE VASCULAR INC 1.7%
Value ($000) $70 Shares 1,364,742 Est. Cost $35.30 Unrealized +33.9%
CHRD CHORD ENERGY CORP 1.6%
Value ($000) $70 Shares 520,846 Est. Cost $61.26 Unrealized +83.7%
NXST NEXSTAR MEDIA GROUP INC 1.6%
Value ($000) $69 Shares 401,759 Est. Cost $91.78 Unrealized +78.1%
USPH U.S. PHYSICAL THERAPY INC 1.6%
Value ($000) $68 Shares 693,280 Est. Cost $104.21 Unrealized -8.4%
BROOKFIELD INFRASTRUCTURE-A 1.6%
Value ($000) $68 Shares 1,472,889 Est. Cost $0.04 Unrealized
BC BRUNSWICK CORP 1.6%
Value ($000) $67 Shares 821,433 Est. Cost $56.05 Unrealized +38.0%
HOMB HOME BANCSHARES INC 1.6%
Value ($000) $67 Shares 3,100,087 Est. Cost $20.54 Unrealized +12.4%
LFUS LITTELFUSE INC 1.6%
Value ($000) $67 Shares 249,103 Est. Cost $183.17 Unrealized +40.3%
BWXT BWX TECHNOLOGIES 1.6%
Value ($000) $67 Shares 1,058,012 Est. Cost $48.37 Unrealized +21.0%
EHC ENCOMPASS HEALTH 1.6%
Value ($000) $66 Shares 1,226,985 Est. Cost $46.67 Unrealized +21.9%
TTEK TETRA TECH INC 1.6%
Value ($000) $66 Shares 450,489 Est. Cost $24.80 Unrealized +16.5%
CIVI CIVITAS RESOURCES INC 1.5%
Value ($000) $63 Shares 928,553 Est. Cost $36.30 Unrealized +39.7%
ALSN ALLISON TRANSMISSION HOLDING 1.5%
Value ($000) $63 Shares 1,394,421 Est. Cost $34.87 Unrealized +23.8%
AL AIR LEASE CORP 1.5%
Value ($000) $63 Shares 1,599,203 Est. Cost $40.05 Unrealized -0.9%
HLNE HAMILTON LANE 1.5%
Value ($000) $63 Shares 850,635 Est. Cost $83.61 Unrealized -11.6%
POWI POWER INTEGRATIONS INC 1.5%
Value ($000) $62 Shares 737,060 Est. Cost $63.50 Unrealized +25.8%
CPK CHESAPEAKE UTILITIES CORP 1.5%
Value ($000) $62 Shares 483,132 Est. Cost $96.23 Unrealized +21.2%
OZK BANK OZK 1.4%
Value ($000) $61 Shares 1,782,031 Est. Cost $29.32 Unrealized +27.6%
KLIC KULICKE & SOFFA INDUSTRIES 1.4%
Value ($000) $61 Shares 1,156,561 Est. Cost $51.68 Unrealized -4.5%
PRGO PERRIGO COMPANY 1.4%
Value ($000) $60 Shares 1,680,230 Est. Cost $36.29 Unrealized -0.4%
TRNO TERRENO REALTY CORP 1.4%
Value ($000) $60 Shares 932,886 Est. Cost $38.13 Unrealized
ABM ABM INDUSTRIES INC 1.4%
Value ($000) $59 Shares 1,318,890 Est. Cost $35.86 Unrealized +21.1%
CCOI COGENT COMMUNICATIONS 1.4%
Value ($000) $59 Shares 928,661 Est. Cost $41.50 Unrealized +30.0%
MTRN MATERION CORP 1.4%
Value ($000) $59 Shares 504,561 Est. Cost $66.45 Unrealized +50.9%
TNL TRAVEL & LEISURE CO 1.4%
Value ($000) $58 Shares 1,473,939 Est. Cost $41.14 Unrealized -13.5%
CNS COHEN & STEERS INC 1.4%
Value ($000) $57 Shares 898,137 Est. Cost $43.16 Unrealized +46.6%
CABO CABLE ONE INC 1.3%
Value ($000) $57 Shares 81,130 Est. Cost $928.40 Unrealized -25.9%
MNRO MONRO INC 1.3%
Value ($000) $57 Shares 1,151,368 Est. Cost $63.04 Unrealized -21.2%
UFPI UFP PACKAGING 1.3%
Value ($000) $57 Shares 714,716 Est. Cost $76.95 Unrealized +11.2%
EXPI EXP WORLD HOLDING 1.3%
Value ($000) $56 Shares 4,434,587 Est. Cost $17.66 Unrealized -28.1%
KNSL KINSALE CAPITAL GROUP INC 1.3%
Value ($000) $55 Shares 184,153 Est. Cost $291.26 Unrealized 0.0%
STVN STEVANATO GROUP SPA 1.3%
Value ($000) $55 Shares 2,122,189 Est. Cost $16.61 Unrealized +28.1%
NXRT NEXPOINT RESIDENTIAL 1.3%
Value ($000) $54 Shares 1,241,425 Est. Cost $21.47 Unrealized
ESI ELEMENT SOLUTIONS INC 1.2%
Value ($000) $52 Shares 2,714,881 Est. Cost $18.82 Unrealized +0.7%
KWR QUAKER CHEMICAL CORPORATION 1.2%
Value ($000) $52 Shares 261,388 Est. Cost $164.99 Unrealized +15.9%
UNF UNIFIRST CORP/MA 1.2%
Value ($000) $50 Shares 284,750 Est. Cost $177.91 Unrealized +7.3%
KW KENNEDY - WILSON HOLDINGS INC. 1.1%
Value ($000) $46 Shares 2,752,805 Est. Cost $19.75 Unrealized -13.8%
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value ($000) $43 Shares 323,247 Est. Cost $65.48 Unrealized +83.6%
TTEC TTEC HOLDINGS INC 1.0%
Value ($000) $43 Shares 1,150,785 Est. Cost $62.80 Unrealized -28.7%
RS RELIANCE STEEL & ALUMINUM 1.0%
Value ($000) $41 Shares 159,978 Est. Cost $151.90 Unrealized +55.1%
UTZ UTZ BRANDS INC 0.9%
Value ($000) $39 Shares 2,367,998 Est. Cost $14.98 Unrealized +10.4%
CHDN CHURCHILL DOWNS 0.9%
Value ($000) $38 Shares 147,406 Est. Cost $101.62 Unrealized +17.5%
UMH UMH PROPERTIES 0.8%
Value ($000) $35 Shares 2,398,601 Est. Cost $13.72 Unrealized
STE STERIS PLC 0.8%
Value ($000) $35 Shares 182,069 Est. Cost $158.50 Unrealized +18.8%
LKFN LAKELAND FINANCIAL CORP 0.8%
Value ($000) $34 Shares 547,464 Est. Cost $42.48 Unrealized +48.8%
CRAI CRA INTERNATIONAL INC 0.8%
Value ($000) $33 Shares 305,516 Est. Cost $80.06 Unrealized +41.8%
SCVL SHOE CARNIVAL INC 0.8%
Value ($000) $32 Shares 1,245,984 Est. Cost $23.89 Unrealized +9.2%
POOL POOL CORP 0.7%
Value ($000) $30 Shares 88,363 Est. Cost $232.58 Unrealized +46.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.7%
Value ($000) $30 Shares 71,659 Est. Cost $263.98 Unrealized +53.2%
GFL GFL ENVIRONMENTAL 0.7%
Value ($000) $30 Shares 857,313 Est. Cost $34.61 Unrealized -9.2%
ENTG ENTEGRIS INC 0.7%
Value ($000) $28 Shares 346,675 Est. Cost $81.50 Unrealized -1.8%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.6%
Value ($000) $27 Shares 286,343 Est. Cost $83.58 Unrealized +7.2%
BR BROADRIDGE FINANCIAL SOLUTIO 0.6%
Value ($000) $26 Shares 177,577 Est. Cost $110.46 Unrealized +23.4%
DGX QUEST DIAGNOSTICS 0.6%
Value ($000) $26 Shares 182,875 Est. Cost $90.87 Unrealized +48.8%
NDSN NORDSON CORP COM 0.6%
Value ($000) $25 Shares 112,766 Est. Cost $161.29 Unrealized +36.8%
DPZ DOMINO'S PIZZA INC 0.6%
Value ($000) $24 Shares 71,325 Est. Cost $278.97 Unrealized +14.4%
MTDR MATADOR RESOURCES CO 0.5%
Value ($000) $23 Shares 479,884 Est. Cost $56.24 Unrealized 0.0%
CSL CARLISLE COS INC 0.5%
Value ($000) $23 Shares 100,014 Est. Cost $181.53 Unrealized +29.4%
CGNX COGNEX CORP 0.5%
Value ($000) $22 Shares 449,555 Est. Cost $48.92 Unrealized +1.2%
GL GLOBE LIFE INC 0.5%
Value ($000) $21 Shares 193,904 Est. Cost $94.90 Unrealized +20.8%
PB PROSPERITY BANCSHARES INC 0.5%
Value ($000) $21 Shares 344,881 Est. Cost $55.52 Unrealized +15.8%
JKHY JACK HENRY & ASSOCIATES INC 0.5%
Value ($000) $20 Shares 133,887 Est. Cost $130.47 Unrealized +23.1%
MORN MORNINGSTAR INC 0.5%
Value ($000) $19 Shares 95,220 Est. Cost $157.94 Unrealized +39.2%
AUDC AUDIOCODES LTD 0.4%
Value ($000) $19 Shares 1,245,629 Est. Cost $26.45 Unrealized -42.8%
ARIS WATER SOLUTION INC-A 0.4%
Value ($000) $17 Shares 2,126,074 Est. Cost $7.68 Unrealized
AAP ADVANCE AUTO PARTS INC 0.4%
Value ($000) $15 Shares 126,762 Est. Cost $132.62 Unrealized -1.4%
AAPL APPLE INC 0.3%
Value ($000) $15 Shares 88,446 Est. Cost $108.70 Unrealized +33.8%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $13 Shares 26,598 Est. Cost $243.89 Unrealized +87.5%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $12 Shares 88,115 Est. Cost $49.36 Unrealized +150.7%
AVGO BROADCOM INC 0.3%
Value ($000) $12 Shares 18,278 Est. Cost $30.88 Unrealized +86.5%
V VISA INC 0.3%
Value ($000) $11 Shares 50,891 Est. Cost $157.38 Unrealized +38.4%
WCN WASTE CONNECTIONS INC 0.3%
Value ($000) $11 Shares 79,815 Est. Cost $88.52 Unrealized +47.6%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $11 Shares 37,527 Est. Cost $147.81 Unrealized +72.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $10 Shares 34,503 Est. Cost $231.12 Unrealized +7.9%
PIONEER NATURAL RESOURCES CO 0.2%
Value ($000) $10 Shares 47,895 Est. Cost $163.38 Unrealized
OTIS OTIS WORLDWIDE 0.2%
Value ($000) $9 Shares 103,683 Est. Cost $75.85 Unrealized +4.0%
COST COSTCO WHOLESALE 0.2%
Value ($000) $8 Shares 16,723 Est. Cost $238.69 Unrealized +97.4%
CDW CDW CORP/DE 0.2%
Value ($000) $8 Shares 41,535 Est. Cost $138.29 Unrealized +36.8%
SHW SHERWIN-WILLIAMS 0.2%
Value ($000) $8 Shares 35,505 Est. Cost $249.14 Unrealized -10.5%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $8 Shares 27,701 Est. Cost $204.39 Unrealized +32.2%
INTU INTUIT INC 0.2%
Value ($000) $8 Shares 17,838 Est. Cost $285.83 Unrealized +41.1%
EQIX EQUINIX INC 0.2%
Value ($000) $8 Shares 10,928 Est. Cost $547.86 Unrealized +20.9%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value ($000) $8 Shares 25,475 Est. Cost $145.29 Unrealized +116.5%
ZTS ZOETIS INC 0.2%
Value ($000) $8 Shares 46,865 Est. Cost $114.26 Unrealized +39.2%
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $8 Shares 76,346 Est. Cost $93.64 Unrealized
BLACKROCK INC 0.2%
Value ($000) $7 Shares 11,204 Est. Cost $586.35 Unrealized
KALU KAISER ALUMINUM 0.2%
Value ($000) $7 Shares 100,250 Est. Cost $98.98 Unrealized -27.9%
STZ CONSTELLATION BRANDS INC-A 0.2%
Value ($000) $7 Shares 32,297 Est. Cost $215.49 Unrealized -2.1%
HD HOME DEPOT INC 0.2%
Value ($000) $7 Shares 24,297 Est. Cost $177.23 Unrealized +60.6%
DG DOLLAR GENERAL 0.2%
Value ($000) $7 Shares 33,081 Est. Cost $186.21 Unrealized +13.9%
DHR DANAHER 0.2%
Value ($000) $7 Shares 27,530 Est. Cost $227.66 Unrealized -1.6%
MSCI MSCI INC 0.2%
Value ($000) $7 Shares 12,290 Est. Cost $436.94 Unrealized +17.1%
ACN ACCENTURE PLC 0.2%
Value ($000) $7 Shares 23,570 Est. Cost $241.97 Unrealized +8.0%
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $7 Shares 30,097 Est. Cost $146.09 Unrealized +44.8%
MS MORGAN STANLEY 0.2%
Value ($000) $7 Shares 74,656 Est. Cost $72.79 Unrealized +16.5%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $6 Shares 32,138 Est. Cost $146.95 Unrealized +28.9%
NKE NIKE INC CLASS B 0.1%
Value ($000) $6 Shares 48,736 Est. Cost $134.59 Unrealized -13.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $6 Shares 56,896 Est. Cost $70.28 Unrealized +38.1%
MPWR MONOLITHIC POWER SYS INC 0.1%
Value ($000) $5 Shares 10,496 Est. Cost $397.99 Unrealized +12.9%
IWR ISHARES RUSSELL MIDCAP INDEX 0.1%
Value ($000) $4 Shares 51,921 Est. Cost $0.07 Unrealized
EL LAUDER ESTEE COS 0.1%
Value ($000) $3 Shares 12,684 Est. Cost $240.71 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $3 Shares 10,303 Est. Cost $197.30 Unrealized +30.6%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $1 Shares 4,146 Est. Cost $242.06 Unrealized +19.8%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 12,638 Est. Cost $90.01 Unrealized +20.9%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 6,093 Est. Cost $116.84 Unrealized +80.8%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $1 Shares 6,701 Est. Cost $106.86 Unrealized +51.0%
NEE NEXTERA ENERGY 0.0%
Value ($000) $1 Shares 15,799 Est. Cost $61.42 Unrealized +15.0%
ALB ALBEMARLE 0.0%
Value ($000) $1 Shares 4,992 Est. Cost $233.68 Unrealized +0.9%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $1 Shares 16,022 Est. Cost $11.96 Unrealized
ARE ALEXANDRIA REAL EST REIT 0.0%
Value ($000) $1 Shares 7,526 Est. Cost $127.28 Unrealized -0.8%
VRSK VERISK ANALYTICS 0.0%
Value ($000) $1 Shares 4,907 Est. Cost $172.53 Unrealized +3.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 8,440 Est. Cost $89.21 Unrealized +32.4%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $1 Shares 5,208 Est. Cost $174.80 Unrealized +1.1%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $1 Shares 9,883 Est. Cost $59.47 Unrealized +35.7%
HII HUNTINGTON INGALLS INDUSTRIE 0.0%
Value ($000) $1 Shares 2,836 Est. Cost $170.19 Unrealized +19.0%
AMT AMERICAN TOWER 0.0%
Value ($000) $1 Shares 2,775 Est. Cost $155.40 Unrealized +22.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1 Shares 16,497 Est. Cost $37.61 Unrealized -0.8%
LLY LILLY ELI & CO 0.0%
Value ($000) $0 Shares 1,382 Est. Cost $101.37 Unrealized +225.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $0 Shares 3,725 Est. Cost $57.68 Unrealized +73.7%
JPM JPMORGAN CHASE 0.0%
Value ($000) $0 Shares 2,365 Est. Cost $109.88 Unrealized +16.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $0 Shares 1,955 Est. Cost $59.66 Unrealized +147.9%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 3,193 Est. Cost $59.59 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 554 Est. Cost $426.57 Unrealized +12.2%
ABBV ABBVIE INC 0.0%
Value ($000) $0 Shares 1,670 Est. Cost $28.53 Unrealized +384.1%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $0 Shares 1,106 Est. Cost $20.77 Unrealized +108.5%
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $0 Shares 2,777 Est. Cost $25.81 Unrealized +49.1%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $0 Shares 929 Est. Cost $215.84 Unrealized +7.8%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 4,983 Est. Cost $16.79 Unrealized +117.6%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $0 Shares 3,096 Est. Cost $69.97 Unrealized -17.6%
MMM 3M CO 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $72.67 Unrealized +16.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 561 Est. Cost $72.16 Unrealized +247.2%
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $0 Shares 908 Est. Cost $0.17 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $0 Shares 2,763 Est. Cost $89.44 Unrealized -32.5%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $0 Shares 1,248 Est. Cost $62.14 Unrealized +60.9%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $0 Shares 936 Est. Cost $90.41 Unrealized +34.0%
SIRIUS XM HOLDINGS 0.0%
Value ($000) $0 Shares 30,559 Est. Cost $6.09 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $93.45 Unrealized +5.4%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 411 Est. Cost $118.93 Unrealized +88.4%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $90.68 Unrealized +75.0%
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 +56.5%
MRK MERCK & CO. INC. 0.0%
Value ($000) $0 Shares 600 Est. Cost $56.62 Unrealized +74.3%
AMZN AMAZON.COM INC 0.0%
Value ($000) $0 Shares 520 Est. Cost $123.03 Unrealized -21.5%
GIC GLOBAL INDUSTRIAL 0.0%
Value ($000) $0 Shares 1,904 Est. Cost $21.74 Unrealized +10.7%
WINA WINMARK CORP 0.0%
Value ($000) $0 Shares 153 Est. Cost $203.56 Unrealized +37.6%
GOOG ALPHABET INC 0.0%
Value ($000) $0 Shares 420 Est. Cost $111.15 Unrealized -13.8%
ATRION CORP 0.0%
Value ($000) $0 Shares 68 Est. Cost $611.36 Unrealized
KFRC KFORCE INC 0.0%
Value ($000) $0 Shares 668 Est. Cost $41.85 Unrealized +41.9%
PLYM PLYMOUTH INDUSTRIAL REIT INC 0.0%
Value ($000) $0 Shares 1,931 Est. Cost $15.02 Unrealized
III INFORMATION SVCS GP 0.0%
Value ($000) $0 Shares 8,027 Est. Cost $4.49 Unrealized +0.9%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $0 Shares 1,574 Est. Cost $24.63 Unrealized
BPRN THE BANK OF PRINCETON 0.0%
Value ($000) $0 Shares 1,294 Est. Cost $29.72 Unrealized 0.0%
UTMD UTAH MEDICAL PRODUCT 0.0%
Value ($000) $0 Shares 417 Est. Cost $88.11 Unrealized +4.3%
JBSS SANFILIPPO JOHN B 0.0%
Value ($000) $0 Shares 412 Est. Cost $84.38 Unrealized +5.8%
HQI HIREQUEST INC 0.0%
Value ($000) $0 Shares 1,865 Est. Cost $16.93 Unrealized +19.1%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $0 Shares 2,472 Est. Cost $14.27 Unrealized +1.9%
ARKO ARKO CORP 0.0%
Value ($000) $0 Shares 4,525 Est. Cost $7.85 Unrealized 0.0%
PATK PATRICK INDUSTRIES 0.0%
Value ($000) $0 Shares 549 Est. Cost $33.60 Unrealized +30.5%
KAI KADANT INC 0.0%
Value ($000) $0 Shares 179 Est. Cost $109.27 Unrealized +83.2%
CSGS C S G SYSTEMS INTL 0.0%
Value ($000) $0 Shares 667 Est. Cost $38.07 Unrealized +40.0%
EPM EVOLUTION PETROLEUM 0.0%
Value ($000) $0 Shares 5,728 Est. Cost $4.35 Unrealized +14.4%
SINCLAIR BROADCAST GROUP 0.0%
Value ($000) $0 Shares 2,064 Est. Cost $12.12 Unrealized
FSBW FS BANCORP INC 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $26.73 Unrealized +14.5%
NHC NATIONAL HEALTHCARE 0.0%
Value ($000) $0 Shares 600 Est. Cost $72.70 Unrealized -20.9%
TPB TURNING PT BRANDS 0.0%
Value ($000) $0 Shares 1,687 Est. Cost $31.29 Unrealized -29.7%
HURC HURCO COMPANIES INC 0.0%
Value ($000) $0 Shares 1,341 Est. Cost $33.33 Unrealized -17.1%
BLUEGREEN VACATIONS HOLDING 0.0%
Value ($000) $0 Shares 1,197 Est. Cost $16.32 Unrealized
RVSB RIVERVIEW BANCORP 0.0%
Value ($000) $0 Shares 6,243 Est. Cost $6.26 Unrealized 0.0%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $0 Shares 1,804 Est. Cost $16.67 Unrealized +20.9%
CASS CASS INFORMATION SYS 0.0%
Value ($000) $0 Shares 738 Est. Cost $40.48 Unrealized +8.7%
SPFI SOUTH PLAINS FINL INC 0.0%
Value ($000) $0 Shares 1,507 Est. Cost $20.37 Unrealized +28.0%
OPBK OP BANCORP 0.0%
Value ($000) $0 Shares 3,570 Est. Cost $12.81 Unrealized -15.8%
ASTE ASTEC INDS INC 0.0%
Value ($000) $0 Shares 776 Est. Cost $49.07 Unrealized -17.3%
GRC GORMAN RUPP CO 0.0%
Value ($000) $0 Shares 1,224 Est. Cost $31.37 Unrealized -15.1%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 1,074 Est. Cost $26.11 Unrealized -2.9%
DIAMOND HILL INVT GP CLASS A 0.0%
Value ($000) $0 Shares 185 Est. Cost $143.08 Unrealized
FATAQ FAT BRANDS INC 0.0%
Value ($000) $0 Shares 4,197 Est. Cost $3.82 Unrealized -11.9%
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value ($000) $0 Shares 1,592 Est. Cost $22.20 Unrealized -15.8%
HOFT HOOKER FURNISHINGS CORP 0.0%
Value ($000) $0 Shares 1,673 Est. Cost $23.81 Unrealized -15.1%
MED MEDIFAST INC 0.0%
Value ($000) $0 Shares 291 Est. Cost $129.37 Unrealized -18.9%
MGIC MAGIC SFTWR ENTERPRS F 0.0%
Value ($000) $0 Shares 2,122 Est. Cost $12.53 Unrealized +6.1%
RUTH'S HOSPITALITY GROUP 0.0%
Value ($000) $0 Shares 1,794 Est. Cost $20.62 Unrealized
RBB RBB BANCORP 0.0%
Value ($000) $0 Shares 1,847 Est. Cost $19.14 Unrealized 0.0%
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $0 Shares 1,431 Est. Cost $22.59 Unrealized -8.9%
LIN LINDE PLC F 0.0%
Value ($000) $0 Shares 70 Est. Cost $322.30 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $0 Shares 95 Est. Cost $199.45 Unrealized +13.4%
GE GENERAL ELECTRIC 0.0%
Value ($000) $0 Shares 256 Est. Cost $43.68 Unrealized +50.9%
HIFS HINGHAM INSTN SVGS 0.0%
Value ($000) $0 Shares 104 Est. Cost $197.79 Unrealized +33.7%
SMBC SOUTHERN MISS BANCO 0.0%
Value ($000) $0 Shares 638 Est. Cost $47.64 Unrealized -10.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 114 Est. Cost $0.20 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $0 Shares 141 Est. Cost $59.24 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $0 Shares 258 Est. Cost $62.94 Unrealized +20.2%
NGVC NATURAL GROCERS 0.0%
Value ($000) $0 Shares 1,719 Est. Cost $10.93 Unrealized -15.9%
NLCP NEWLAKE CAPITAL PARTNERS INC 0.0%
Value ($000) $0 Shares 1,619 Est. Cost $22.21 Unrealized
WEC WEC ENERGY GROUP 0.0%
Value ($000) $0 Shares 204 Est. Cost $64.95 Unrealized +28.6%
CTRA COTERRA ENERGY 0.0%
Value ($000) $0 Shares 772 Est. Cost $17.98 Unrealized +22.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 413 Est. Cost $33.13 Unrealized +9.5%
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 459 Est. Cost $27.88 Unrealized +24.7%
CB CHUBB LTD 0.0%
Value ($000) $0 Shares 64 Est. Cost $127.70 Unrealized +58.8%
SCL STEPAN CO 0.0%
Value ($000) $0 Shares 120 Est. Cost $81.65 Unrealized +28.6%
T AT&T 0.0%
Value ($000) $0 Shares 552 Est. Cost $14.02 Unrealized +16.7%
DHI DR HORTON INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $76.35 Unrealized +21.5%
PG PROCTER & GAMBLE 0.0%
Value ($000) $0 Shares 67 Est. Cost $122.62 Unrealized +8.6%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $0 Shares 983 Est. Cost $30.77 Unrealized -61.7%
SCZ ISHARES MSCI EAFE SMALL CAP IN 0.0%
Value ($000) $0 Shares 119 Est. Cost $0.06 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $106.24 Unrealized +7.9%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $0 Shares 76 Est. Cost $81.55 Unrealized +1.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $349.22 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $93.27 Unrealized +5.0%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $58.96 Unrealized +71.9%
R RYDER SYSTEMS INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $83.95 Unrealized +9.6%
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 52 Est. Cost $57.95 Unrealized +49.4%
SHECY SHIN-ETSU CHEM-UNSPON ADR 0.0%
Value ($000) $0 Shares 114 Est. Cost $31.49 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $0 Shares 119 Est. Cost $27.81 Unrealized +13.5%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 214 Est. Cost $16.29 Unrealized +28.1%
TTC TORO CO 0.0%
Value ($000) $0 Shares 42 Est. Cost $105.94 Unrealized +5.1%
LVMUY LVMH MOET HENNESSY-UNSP ADR 0.0%
Value ($000) $0 Shares 23 Est. Cost $130.43 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $75.29 Unrealized +39.1%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $0 Shares 58 Est. Cost $64.02 Unrealized -6.7%
SCI SERVICE CORP INTL 0.0%
Value ($000) $0 Shares 52 Est. Cost $42.66 Unrealized +61.9%
HSY HERSHEY CO/THE 0.0%
Value ($000) $0 Shares 15 Est. Cost $90.02 Unrealized +141.2%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $0 Shares 72 Est. Cost $13.30 Unrealized +89.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 38 Est. Cost $48.58 Unrealized +26.6%
HPQ HP INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $28.19 Unrealized -8.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $319.41 Unrealized +1.3%
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 -5.5%
SVNLY SVENSKA HANDELSB-A-UNSP ADR 0.0%
Value ($000) $0 Shares 596 Est. Cost $5.39 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $330.32 Unrealized +69.1%
TD TORONTO DOMINION BANK F 0.0%
Value ($000) $0 Shares 51 Est. Cost $51.39 Unrealized +25.7%
BNTGY BRENNTAG SE-UNSP ADR 0.0%
Value ($000) $0 Shares 216 Est. Cost $16.98 Unrealized
DBSDY DBS GROUP HOLDINGS - SPON ADR 0.0%
Value ($000) $0 Shares 29 Est. Cost $110.20 Unrealized
DNBBY DNB ASA-SPONSOR ADR 0.0%
Value ($000) $0 Shares 140 Est. Cost $18.76 Unrealized
IBDRY IBERDROLA SA-SPONSORED ADR 0.0%
Value ($000) $0 Shares 65 Est. Cost $50.09 Unrealized
MRAAY MURATA MANUFACTURING CO LTD UN 0.0%
Value ($000) $0 Shares 216 Est. Cost $17.02 Unrealized
NJDCY NIDEC CORPORATION-SPON ADR 0.0%
Value ($000) $0 Shares 196 Est. Cost $10.21 Unrealized
NCLTY NITORI HLDGS CO LTD-UNSPON ADR 0.0%
Value ($000) $0 Shares 219 Est. Cost $16.32 Unrealized
RTO RENTOKIL INITIAL PLC - SP ADR 0.0%
Value ($000) $0 Shares 82 Est. Cost $39.28 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $73.35 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $66.42 Unrealized +57.0%
UGI UGI CORP 0.0%
Value ($000) $0 Shares 81 Est. Cost $36.14 Unrealized +4.9%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 50 Est. Cost $54.32 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $84.96 Unrealized +72.3%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $0 Shares 24 Est. Cost $56.59 Unrealized +4.7%
WRB WR BERKLEY CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $25.75 Unrealized +61.5%
BBY BEST BUY CO INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $60.61 Unrealized +17.9%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $356.15 Unrealized 0.0%
AZN ASTRAZENECA PLC ADR F SPONSORE 0.0%
Value ($000) $0 Shares 41 Est. Cost $73.17 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 69 Est. Cost $28.78 Unrealized +49.0%
NSRGY NESTLE 0.0%
Value ($000) $0 Shares 27 Est. Cost $94.65 Unrealized
THLLY THALES SA - UNSPON ADR 0.0%
Value ($000) $0 Shares 114 Est. Cost $21.14 Unrealized
TEZNY TERNA SPA-UNSPONSORED ADR 0.0%
Value ($000) $0 Shares 86 Est. Cost $19.62 Unrealized
TSCDY TESCO PLC-SPONSORED ADR 0.0%
Value ($000) $0 Shares 246 Est. Cost $8.13 Unrealized
LOGI LOGITECH INTERNATIONAL-REG 0.0%
Value ($000) $0 Shares 28 Est. Cost $74.66 Unrealized -27.3%
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $83.03 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $66.36 Unrealized +52.2%
FTS FORTIS INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $30.05 Unrealized +21.6%
SMNNY SHIMANO INC - UNSPON ADR 0.0%
Value ($000) $0 Shares 99 Est. Cost $25.71 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 133 Est. Cost $18.55 Unrealized -23.3%
MTUAY MTU AERO ENGINES 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.11 Unrealized
ANZGY ANZ GROUP HOLDINGS LTD-ADR 0.0%
Value ($000) $0 Shares 108 Est. Cost $0.02 Unrealized
MKKGY MERCK KGAA SPONSORED ADR 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.03 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $0 Shares 68 Est. Cost $38.91 Unrealized
ASML HOLDINGS NV-NY REG SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.67 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 40 Est. Cost $26.32 Unrealized
ASAZY ASSA ABLOY AB - UNSP ADR 0.0%
Value ($000) $0 Shares 174 Est. Cost $17.24 Unrealized
SXYAY SIKA AG-BR-ADR 0.0%
Value ($000) $0 Shares 72 Est. Cost $0.03 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 185 Est. Cost $13.33 Unrealized -27.3%
LZAGY LONZA GROUP AG - UNSPONS ADR 0.0%
Value ($000) $0 Shares 22 Est. Cost $0.05 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $71.21 Unrealized -16.4%
TLPFY TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
IJH ISHARES TRUST REG SHS S&P MIDC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.25 Unrealized
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value ($000) $0 Shares 47 Est. Cost $8.76 Unrealized -25.8%
AARON'S CO INC/THE 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.43 Unrealized