Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 14, 2023

Total Value ($000): $4,845,229 (100.0% shares, 0.0% debt)

Holdings (313)

IPAR INTER PARFUMS INC 2.0%
Value ($000) $98,875 Shares 731,162 Est. Cost $84.19 Unrealized +66.4%
ENSG ENSIGN GROUP 2.0%
Value ($000) $98,767 Shares 1,034,644 Est. Cost $37.44 Unrealized +150.2%
USPH U.S. PHYSICAL THERAPY INC 1.8%
Value ($000) $87,578 Shares 721,458 Est. Cost $104.35 Unrealized +3.3%
NOG NORTHERN OIL AND GAS INC 1.8%
Value ($000) $86,799 Shares 2,529,105 Est. Cost $20.63 Unrealized +57.0%
EHC ENCOMPASS HEALTH 1.8%
Value ($000) $86,106 Shares 1,271,681 Est. Cost $47.18 Unrealized +30.2%
CHRD CHORD ENERGY CORP 1.7%
Value ($000) $83,129 Shares 540,502 Est. Cost $63.56 Unrealized +95.9%
LMAT LEMAITRE VASCULAR INC 1.7%
Value ($000) $82,467 Shares 1,225,726 Est. Cost $35.30 Unrealized +68.8%
CASY CASEY'S GENERAL STORES INC 1.7%
Value ($000) $82,262 Shares 337,307 Est. Cost $149.89 Unrealized +49.0%
WING WINGSTOP INC 1.7%
Value ($000) $81,762 Shares 408,485 Est. Cost $127.41 Unrealized +53.4%
LSTR LANDSTAR SYSTEM INC 1.7%
Value ($000) $80,673 Shares 418,992 Est. Cost $100.73 Unrealized
OLED UNIVERSAL DISPLAY 1.7%
Value ($000) $80,288 Shares 557,054 Est. Cost $139.48 Unrealized -0.1%
EXPI EXP WORLD HOLDING 1.7%
Value ($000) $80,250 Shares 3,957,084 Est. Cost $17.66 Unrealized -19.0%
CHE CHEMED CORP 1.6%
Value ($000) $78,972 Shares 145,794 Est. Cost $318.38 Unrealized +70.1%
BWXT BWX TECHNOLOGIES 1.6%
Value ($000) $78,158 Shares 1,092,056 Est. Cost $48.85 Unrealized +30.5%
HLNE HAMILTON LANE 1.6%
Value ($000) $77,726 Shares 971,821 Est. Cost $82.14 Unrealized -12.6%
SXI STANDEX INTL CORP 1.6%
Value ($000) $77,118 Shares 545,120 Est. Cost $82.79 Unrealized +59.5%
TTEK TETRA TECH INC 1.6%
Value ($000) $76,733 Shares 468,624 Est. Cost $24.98 Unrealized +17.8%
ALSN ALLISON TRANSMISSION HOLDING 1.6%
Value ($000) $76,587 Shares 1,356,484 Est. Cost $34.87 Unrealized +36.4%
LFUS LITTELFUSE INC 1.6%
Value ($000) $75,167 Shares 258,030 Est. Cost $185.89 Unrealized +40.9%
OZK BANK OZK 1.5%
Value ($000) $74,353 Shares 1,851,429 Est. Cost $29.43 Unrealized +9.8%
NSP INSPERITY INC 1.5%
Value ($000) $73,988 Shares 621,957 Est. Cost $94.78 Unrealized +15.1%
BC BRUNSWICK CORP 1.5%
Value ($000) $73,950 Shares 853,534 Est. Cost $56.83 Unrealized +35.1%
HOMB HOME BANCSHARES INC 1.5%
Value ($000) $73,091 Shares 3,205,744 Est. Cost $20.58 Unrealized +6.0%
NXST NEXSTAR MEDIA GROUP INC 1.5%
Value ($000) $72,615 Shares 435,994 Est. Cost $96.22 Unrealized +54.1%
POWI POWER INTEGRATIONS INC 1.5%
Value ($000) $72,496 Shares 765,771 Est. Cost $64.13 Unrealized +25.5%
CIVI CIVITAS RESOURCES INC 1.5%
Value ($000) $71,785 Shares 1,034,813 Est. Cost $38.31 Unrealized +45.7%
KLIC KULICKE & SOFFA INDUSTRIES 1.5%
Value ($000) $71,686 Shares 1,205,825 Est. Cost $51.57 Unrealized -4.8%
KNSL KINSALE CAPITAL GROUP INC 1.5%
Value ($000) $71,535 Shares 191,168 Est. Cost $292.71 Unrealized +13.0%
AL AIR LEASE CORP 1.5%
Value ($000) $71,223 Shares 1,701,864 Est. Cost $39.92 Unrealized -5.3%
BROOKFIELD INFRASTRUCTURE-A 1.4%
Value ($000) $69,845 Shares 1,532,368 Est. Cost $1.81 Unrealized
PRGO PERRIGO COMPANY 1.4%
Value ($000) $69,571 Shares 2,049,214 Est. Cost $36.01 Unrealized -3.5%
CCOI COGENT COMMUNICATIONS 1.3%
Value ($000) $64,773 Shares 962,589 Est. Cost $42.01 Unrealized +32.8%
KWR QUAKER CHEMICAL CORPORATION 1.3%
Value ($000) $63,482 Shares 325,716 Est. Cost $171.04 Unrealized +14.4%
TNL TRAVEL & LEISURE CO 1.3%
Value ($000) $61,902 Shares 1,534,500 Est. Cost $40.87 Unrealized -16.0%
STVN STEVANATO GROUP SPA 1.2%
Value ($000) $60,017 Shares 1,853,526 Est. Cost $16.61 Unrealized +67.8%
CPK CHESAPEAKE UTILITIES CORP 1.2%
Value ($000) $59,488 Shares 499,899 Est. Cost $97.00 Unrealized +23.0%
CNS COHEN & STEERS INC 1.2%
Value ($000) $58,811 Shares 1,014,165 Est. Cost $44.35 Unrealized +20.8%
NXRT NEXPOINT RESIDENTIAL 1.2%
Value ($000) $58,639 Shares 1,289,332 Est. Cost $22.36 Unrealized
ABM ABM INDUSTRIES INC 1.2%
Value ($000) $58,446 Shares 1,370,359 Est. Cost $36.05 Unrealized +13.4%
TRNO TERRENO REALTY CORP 1.2%
Value ($000) $58,037 Shares 965,680 Est. Cost $38.88 Unrealized
MTRN MATERION CORP 1.2%
Value ($000) $57,959 Shares 507,525 Est. Cost $66.45 Unrealized +63.4%
CABO CABLE ONE INC 1.2%
Value ($000) $55,743 Shares 84,835 Est. Cost $915.79 Unrealized -30.2%
ESI ELEMENT SOLUTIONS INC 1.1%
Value ($000) $54,013 Shares 2,813,188 Est. Cost $18.78 Unrealized -5.6%
RS RELIANCE STEEL & ALUMINUM 1.1%
Value ($000) $51,208 Shares 188,549 Est. Cost $166.40 Unrealized +48.8%
SSTK SHUTTERSTOCK INC 1.0%
Value ($000) $49,272 Shares 1,012,360 Est. Cost $65.14 Unrealized -12.5%
STE STERIS PLC 1.0%
Value ($000) $49,220 Shares 218,773 Est. Cost $164.70 Unrealized +18.7%
MNRO MONRO INC 1.0%
Value ($000) $48,241 Shares 1,187,335 Est. Cost $62.49 Unrealized -27.9%
KW KENNEDY - WILSON HOLDINGS INC. 1.0%
Value ($000) $46,897 Shares 2,871,859 Est. Cost $19.59 Unrealized -18.5%
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value ($000) $46,757 Shares 325,289 Est. Cost $65.48 Unrealized +93.3%
UNF UNIFIRST CORP/MA 0.9%
Value ($000) $45,860 Shares 295,853 Est. Cost $177.42 Unrealized -7.1%
UFPI UFP PACKAGING 0.9%
Value ($000) $44,856 Shares 462,192 Est. Cost $76.95 Unrealized +8.4%
TTEC TTEC HOLDINGS INC 0.8%
Value ($000) $40,513 Shares 1,197,183 Est. Cost $61.69 Unrealized -44.4%
POOL POOL CORP 0.8%
Value ($000) $39,771 Shares 106,157 Est. Cost $248.83 Unrealized +32.4%
UTZ UTZ BRANDS INC 0.8%
Value ($000) $39,097 Shares 2,389,767 Est. Cost $14.98 Unrealized +14.6%
UMH UMH PROPERTIES 0.8%
Value ($000) $38,574 Shares 2,413,915 Est. Cost $13.72 Unrealized
CRAI CRA INTERNATIONAL INC 0.8%
Value ($000) $37,316 Shares 365,838 Est. Cost $82.95 Unrealized +17.7%
CHDN CHURCHILL DOWNS 0.8%
Value ($000) $36,850 Shares 264,784 Est. Cost $116.63 Unrealized +16.2%
GFL GFL ENVIRONMENTAL 0.7%
Value ($000) $34,815 Shares 897,301 Est. Cost $34.68 Unrealized +4.4%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.7%
Value ($000) $34,598 Shares 310,017 Est. Cost $84.35 Unrealized +11.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.7%
Value ($000) $33,861 Shares 84,516 Est. Cost $283.55 Unrealized +38.5%
ENTG ENTEGRIS INC 0.7%
Value ($000) $32,109 Shares 289,745 Est. Cost $81.50 Unrealized +10.7%
CBT CABOT CORP 0.7%
Value ($000) $31,871 Shares 476,466 Est. Cost $67.38 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIO 0.7%
Value ($000) $31,846 Shares 192,274 Est. Cost $113.09 Unrealized +28.1%
NDSN NORDSON CORP COM 0.6%
Value ($000) $30,320 Shares 122,170 Est. Cost $165.47 Unrealized +30.3%
JKHY JACK HENRY & ASSOCIATES INC 0.6%
Value ($000) $29,831 Shares 178,278 Est. Cost $135.41 Unrealized +11.0%
SCVL SHOE CARNIVAL INC 0.6%
Value ($000) $29,408 Shares 1,252,466 Est. Cost $23.89 Unrealized -3.9%
DGX QUEST DIAGNOSTICS 0.6%
Value ($000) $27,958 Shares 198,901 Est. Cost $94.10 Unrealized +39.2%
CSL CARLISLE COS INC 0.6%
Value ($000) $27,843 Shares 108,536 Est. Cost $184.13 Unrealized +16.6%
MTDR MATADOR RESOURCES CO 0.6%
Value ($000) $27,415 Shares 523,980 Est. Cost $55.57 Unrealized -13.1%
TRU TRANSUNION 0.6%
Value ($000) $27,411 Shares 349,942 Est. Cost $68.22 Unrealized 0.0%
CGNX COGNEX CORP 0.6%
Value ($000) $27,329 Shares 487,844 Est. Cost $49.06 Unrealized +3.3%
AAPL APPLE INC 0.6%
Value ($000) $26,887 Shares 138,616 Est. Cost $131.63 Unrealized +30.7%
LKFN LAKELAND FINANCIAL CORP 0.6%
Value ($000) $26,752 Shares 551,368 Est. Cost $42.48 Unrealized +12.4%
DPZ DOMINO'S PIZZA INC 0.5%
Value ($000) $26,067 Shares 77,354 Est. Cost $280.90 Unrealized +8.1%
CUBE CUBESMART 0.5%
Value ($000) $25,066 Shares 561,270 Est. Cost $44.66 Unrealized
GL GLOBE LIFE INC 0.5%
Value ($000) $22,990 Shares 209,723 Est. Cost $95.68 Unrealized +9.9%
ARIS WATER SOLUTION INC-A 0.5%
Value ($000) $21,996 Shares 2,131,423 Est. Cost $7.68 Unrealized
PB PROSPERITY BANCSHARES INC 0.4%
Value ($000) $21,044 Shares 372,595 Est. Cost $55.44 Unrealized -1.9%
AVGO BROADCOM INC 0.4%
Value ($000) $20,818 Shares 24,000 Est. Cost $39.91 Unrealized +72.2%
MORN MORNINGSTAR INC 0.4%
Value ($000) $20,373 Shares 103,905 Est. Cost $161.29 Unrealized +22.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $20,109 Shares 41,838 Est. Cost $324.39 Unrealized +43.3%
MSFT MICROSOFT CORP 0.4%
Value ($000) $19,660 Shares 57,731 Est. Cost $261.74 Unrealized +17.4%
V VISA INC 0.4%
Value ($000) $19,144 Shares 80,614 Est. Cost $182.11 Unrealized +23.2%
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $17,933 Shares 125,470 Est. Cost $106.25 Unrealized +29.2%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $16,778 Shares 57,208 Est. Cost $192.62 Unrealized +44.4%
PIONEER NATURAL RESOURCES CO 0.3%
Value ($000) $15,513 Shares 74,875 Est. Cost $179.16 Unrealized
SHW SHERWIN-WILLIAMS 0.3%
Value ($000) $15,177 Shares 57,158 Est. Cost $241.91 Unrealized -4.9%
KFRC KFORCE INC 0.3%
Value ($000) $15,072 Shares 240,544 Est. Cost $60.18 Unrealized +0.1%
OTIS OTIS WORLDWIDE 0.3%
Value ($000) $14,570 Shares 163,690 Est. Cost $77.61 Unrealized +3.9%
COST COSTCO WHOLESALE 0.3%
Value ($000) $14,165 Shares 26,310 Est. Cost $329.22 Unrealized +48.0%
DISCOVER FINANCIAL SERVICES 0.3%
Value ($000) $13,960 Shares 119,472 Est. Cost $102.02 Unrealized
EQIX EQUINIX INC 0.3%
Value ($000) $13,667 Shares 17,433 Est. Cost $601.83 Unrealized +15.1%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $12,941 Shares 38,961 Est. Cost $197.62 Unrealized +50.0%
STZ CONSTELLATION BRANDS INC-A 0.3%
Value ($000) $12,850 Shares 52,209 Est. Cost $218.24 Unrealized +2.0%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $12,769 Shares 42,632 Est. Cost $225.71 Unrealized +17.5%
INTU INTUIT INC 0.3%
Value ($000) $12,763 Shares 27,856 Est. Cost $338.01 Unrealized +27.5%
MS MORGAN STANLEY 0.3%
Value ($000) $12,608 Shares 147,640 Est. Cost $75.55 Unrealized +3.7%
ZTS ZOETIS INC 0.3%
Value ($000) $12,514 Shares 72,665 Est. Cost $133.38 Unrealized +26.0%
BLACKROCK INC 0.3%
Value ($000) $12,493 Shares 18,076 Est. Cost $626.18 Unrealized
CDW CDW CORP/DE 0.2%
Value ($000) $11,961 Shares 65,185 Est. Cost $149.37 Unrealized +13.0%
HD HOME DEPOT INC 0.2%
Value ($000) $11,833 Shares 38,091 Est. Cost $213.14 Unrealized +29.7%
AUDC AUDIOCODES LTD 0.2%
Value ($000) $11,441 Shares 1,253,114 Est. Cost $26.45 Unrealized -66.8%
MSCI MSCI INC 0.2%
Value ($000) $11,345 Shares 24,174 Est. Cost $454.67 Unrealized +4.0%
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $10,800 Shares 49,139 Est. Cost $168.24 Unrealized +20.8%
ACN ACCENTURE PLC 0.2%
Value ($000) $10,731 Shares 34,774 Est. Cost $254.12 Unrealized +10.1%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $10,716 Shares 52,372 Est. Cost $162.43 Unrealized +15.1%
DHR DANAHER 0.2%
Value ($000) $10,593 Shares 44,138 Est. Cost $220.55 Unrealized -5.3%
NKE NIKE INC CLASS B 0.2%
Value ($000) $8,931 Shares 80,917 Est. Cost $125.34 Unrealized -11.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $8,623 Shares 87,051 Est. Cost $79.62 Unrealized +22.1%
MPWR MONOLITHIC POWER SYS INC 0.2%
Value ($000) $8,478 Shares 15,693 Est. Cost $420.28 Unrealized +10.7%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $8,055 Shares 61,319 Est. Cost $49.36 Unrealized +145.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $6,847 Shares 14,599 Est. Cost $382.12 Unrealized +7.7%
EL LAUDER ESTEE COS 0.1%
Value ($000) $4,159 Shares 21,177 Est. Cost $225.02 Unrealized -10.4%
SYK STRYKER CORP 0.1%
Value ($000) $3,110 Shares 10,195 Est. Cost $197.30 Unrealized +42.6%
IWR ISHARES RUSSELL MIDCAP INDEX 0.0%
Value ($000) $1,807 Shares 24,737 Est. Cost $0.07 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1,361 Shares 12,135 Est. Cost $90.01 Unrealized +13.5%
ALB ALBEMARLE 0.0%
Value ($000) $1,325 Shares 5,937 Est. Cost $227.69 Unrealized -13.9%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $1,311 Shares 3,428 Est. Cost $242.06 Unrealized +46.6%
RMD RESMED INC 0.0%
Value ($000) $1,269 Shares 5,807 Est. Cost $116.84 Unrealized +86.1%
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $1,165 Shares 13,712 Est. Cost $35.50 Unrealized +6.9%
ARE ALEXANDRIA REAL EST REIT 0.0%
Value ($000) $1,141 Shares 10,055 Est. Cost $121.26 Unrealized -14.8%
NEE NEXTERA ENERGY 0.0%
Value ($000) $1,120 Shares 15,095 Est. Cost $61.42 Unrealized +14.0%
VRSK VERISK ANALYTICS 0.0%
Value ($000) $1,064 Shares 4,707 Est. Cost $172.53 Unrealized +19.7%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $1,030 Shares 15,397 Est. Cost $11.96 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $950 Shares 9,483 Est. Cost $59.47 Unrealized +53.5%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $902 Shares 4,981 Est. Cost $174.80 Unrealized -3.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $877 Shares 8,043 Est. Cost $89.21 Unrealized +19.7%
HII HUNTINGTON INGALLS INDUSTRIE 0.0%
Value ($000) $663 Shares 2,911 Est. Cost $170.84 Unrealized +14.6%
IWM ISHARES TR RUSSELL 2000 INDX 0.0%
Value ($000) $514 Shares 2,744 Est. Cost $187.27 Unrealized
AMT AMERICAN TOWER 0.0%
Value ($000) $489 Shares 2,522 Est. Cost $155.40 Unrealized +14.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $400 Shares 3,725 Est. Cost $57.68 Unrealized +72.7%
JPM JPMORGAN CHASE 0.0%
Value ($000) $338 Shares 2,323 Est. Cost $109.88 Unrealized +18.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $324 Shares 1,955 Est. Cost $59.66 Unrealized +149.6%
HUM HUMANA INC 0.0%
Value ($000) $236 Shares 528 Est. Cost $426.57 Unrealized +14.4%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $234 Shares 1,060 Est. Cost $20.77 Unrealized +110.6%
ABBV ABBVIE INC 0.0%
Value ($000) $223 Shares 1,655 Est. Cost $28.53 Unrealized +368.6%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $209 Shares 887 Est. Cost $215.84 Unrealized +3.1%
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $203 Shares 1,172 Est. Cost $39.23 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $185 Shares 2,200 Est. Cost $59.59 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $183 Shares 4,983 Est. Cost $16.79 Unrealized +97.8%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $179 Shares 2,951 Est. Cost $69.97 Unrealized -18.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $165 Shares 553 Est. Cost $72.16 Unrealized +278.4%
MMM 3M CO 0.0%
Value ($000) $150 Shares 1,500 Est. Cost $72.67 Unrealized +6.7%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $139 Shares 936 Est. Cost $90.41 Unrealized +45.6%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $136 Shares 1,248 Est. Cost $62.14 Unrealized +63.3%
SIRIUS XM HOLDINGS 0.0%
Value ($000) $130 Shares 28,744 Est. Cost $6.09 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $93 Shares 500 Est. Cost $90.68 Unrealized +88.1%
AMGN AMGEN INC 0.0%
Value ($000) $91 Shares 411 Est. Cost $118.93 Unrealized +79.6%
SYNCHRONY FINL 0.0%
Value ($000) $89 Shares 2,628 Est. Cost $23.42 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $71 Shares 538 Est. Cost $128.10 Unrealized 0.0%
MRK MERCK & CO. INC. 0.0%
Value ($000) $69 Shares 600 Est. Cost $56.62 Unrealized +84.5%
AMZN AMAZON.COM INC 0.0%
Value ($000) $68 Shares 520 Est. Cost $123.03 Unrealized -7.2%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $64 Shares 450 Est. Cost $88.77 Unrealized +55.9%
GOOG ALPHABET INC 0.0%
Value ($000) $51 Shares 420 Est. Cost $111.15 Unrealized +3.4%
GIC GLOBAL INDUSTRIAL COMPANY 0.0%
Value ($000) $43 Shares 1,533 Est. Cost $21.74 Unrealized +9.5%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $41 Shares 1,574 Est. Cost $24.63 Unrealized
TSQ TOWNSQUARE MEDIA INC - CL A 0.0%
Value ($000) $40 Shares 3,394 Est. Cost $9.75 Unrealized 0.0%
JBSS SANFILIPPO JOHN B 0.0%
Value ($000) $39 Shares 332 Est. Cost $84.38 Unrealized +32.9%
PLYM PLYMOUTH INDUSTRIAL REIT INC 0.0%
Value ($000) $36 Shares 1,555 Est. Cost $15.02 Unrealized
PATK PATRICK INDUSTRIES 0.0%
Value ($000) $35 Shares 442 Est. Cost $33.60 Unrealized +33.1%
III INFORMATION SVCS GP 0.0%
Value ($000) $35 Shares 6,461 Est. Cost $4.49 Unrealized +2.7%
BLUEGREEN VACATIONS HOLDING 0.0%
Value ($000) $34 Shares 963 Est. Cost $16.32 Unrealized
RYZ RYERSON HOLDINGS CORP 0.0%
Value ($000) $34 Shares 781 Est. Cost $37.13 Unrealized 0.0%
TPB TURNING PT BRANDS 0.0%
Value ($000) $33 Shares 1,357 Est. Cost $31.29 Unrealized -28.1%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $32 Shares 1,452 Est. Cost $16.67 Unrealized +17.5%
RPC P10 INC-A 0.0%
Value ($000) $32 Shares 2,864 Est. Cost $10.61 Unrealized 0.0%
DIS WALT DISNEY CO 0.0%
Value ($000) $32 Shares 360 Est. Cost $93.45 Unrealized -1.0%
KAI KADANT INC 0.0%
Value ($000) $32 Shares 144 Est. Cost $109.27 Unrealized +81.0%
GCM GROSVENOR INC CL A 0.0%
Value ($000) $32 Shares 4,214 Est. Cost $7.54 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.0%
Value ($000) $31 Shares 336 Est. Cost $88.11 Unrealized +6.9%
ATRION CORP 0.0%
Value ($000) $31 Shares 54 Est. Cost $611.36 Unrealized
ISTR INVESTAR HOLDING CORP 0.0%
Value ($000) $30 Shares 2,514 Est. Cost $12.26 Unrealized 0.0%
RICK RCI HOSPITALITY HOLDINGS INC 0.0%
Value ($000) $30 Shares 397 Est. Cost $75.16 Unrealized 0.0%
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $30 Shares 1,801 Est. Cost $20.87 Unrealized -31.8%
NHC NATIONAL HEALTHCARE 0.0%
Value ($000) $30 Shares 483 Est. Cost $72.70 Unrealized -18.4%
CTO CTO REALTY GROWTH INC 0.0%
Value ($000) $29 Shares 1,703 Est. Cost $17.14 Unrealized
STC STEWART INFORMATION SERVICES C 0.0%
Value ($000) $29 Shares 707 Est. Cost $42.28 Unrealized 0.0%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $29 Shares 1,990 Est. Cost $14.27 Unrealized -2.9%
ARKO ARKO CORP 0.0%
Value ($000) $29 Shares 3,642 Est. Cost $7.85 Unrealized -4.1%
BPRN THE BANK OF PRINCETON 0.0%
Value ($000) $28 Shares 1,041 Est. Cost $29.72 Unrealized -14.9%
ASTE ASTEC INDS INC 0.0%
Value ($000) $28 Shares 625 Est. Cost $49.07 Unrealized -18.9%
GRC GORMAN RUPP CO 0.0%
Value ($000) $28 Shares 985 Est. Cost $31.37 Unrealized -18.8%
EPM EVOLUTION PETROLEUM 0.0%
Value ($000) $28 Shares 3,511 Est. Cost $4.35 Unrealized +34.5%
CSGS C S G SYSTEMS INTL 0.0%
Value ($000) $28 Shares 537 Est. Cost $38.07 Unrealized +26.4%
GE GENERAL ELECTRIC 0.0%
Value ($000) $28 Shares 256 Est. Cost $43.68 Unrealized +82.7%
FSBW FS BANCORP INC 0.0%
Value ($000) $28 Shares 926 Est. Cost $26.73 Unrealized +0.5%
SPFI SOUTH PLAINS FINL INC 0.0%
Value ($000) $27 Shares 1,213 Est. Cost $20.37 Unrealized +6.5%
LIN LINDE PLC F 0.0%
Value ($000) $27 Shares 70 Est. Cost $322.30 Unrealized +9.5%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $26 Shares 1,048 Est. Cost $24.81 Unrealized 0.0%
RVSB RIVERVIEW BANCORP 0.0%
Value ($000) $25 Shares 5,013 Est. Cost $6.26 Unrealized -27.4%
HOFT HOOKER FURNISHINGS CORP 0.0%
Value ($000) $25 Shares 1,346 Est. Cost $23.81 Unrealized -28.7%
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value ($000) $25 Shares 1,281 Est. Cost $22.20 Unrealized -11.7%
REPX RILEY EXPLORATION PERMIAN INC 0.0%
Value ($000) $25 Shares 689 Est. Cost $33.71 Unrealized 0.0%
OPBK OP BANCORP 0.0%
Value ($000) $24 Shares 2,873 Est. Cost $12.81 Unrealized -33.9%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $24 Shares 107 Est. Cost $0.20 Unrealized
FATAQ FAT BRANDS INC 0.0%
Value ($000) $23 Shares 3,379 Est. Cost $3.82 Unrealized -20.4%
CASS CASS INFORMATION SYS 0.0%
Value ($000) $23 Shares 594 Est. Cost $40.48 Unrealized -10.1%
SINCLAIR BROADCAST GROUP 0.0%
Value ($000) $23 Shares 1,661 Est. Cost $12.12 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $23 Shares 141 Est. Cost $59.24 Unrealized
MGIC MAGIC SFTWR ENTERPRS F 0.0%
Value ($000) $23 Shares 1,709 Est. Cost $12.53 Unrealized -5.7%
ROL ROLLINS INC 0.0%
Value ($000) $23 Shares 525 Est. Cost $29.31 Unrealized +34.1%
TJX TJX COMPANIES INC 0.0%
Value ($000) $22 Shares 258 Est. Cost $62.94 Unrealized +21.0%
MED MEDIFAST INC 0.0%
Value ($000) $22 Shares 234 Est. Cost $129.37 Unrealized -33.7%
SNA SNAP-ON INC 0.0%
Value ($000) $20 Shares 71 Est. Cost $199.45 Unrealized +21.2%
SMBC SOUTHERN MISS BANCO 0.0%
Value ($000) $20 Shares 513 Est. Cost $47.64 Unrealized -26.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 413 Est. Cost $33.13 Unrealized +10.4%
EMBC EMBECTA CORP 0.0%
Value ($000) $19 Shares 865 Est. Cost $26.11 Unrealized -6.3%
CTRA COTERRA ENERGY 0.0%
Value ($000) $19 Shares 734 Est. Cost $17.98 Unrealized +26.9%
WEC WEC ENERGY GROUP 0.0%
Value ($000) $18 Shares 204 Est. Cost $64.95 Unrealized +29.4%
WINA WINMARK CORP 0.0%
Value ($000) $18 Shares 54 Est. Cost $203.56 Unrealized +66.4%
HIFS HINGHAM INSTN SVGS 0.0%
Value ($000) $18 Shares 84 Est. Cost $197.79 Unrealized -0.5%
RBB RBB BANCORP 0.0%
Value ($000) $18 Shares 1,487 Est. Cost $19.14 Unrealized -37.2%
DHI DR HORTON INC 0.0%
Value ($000) $14 Shares 111 Est. Cost $76.35 Unrealized +39.7%
CB CHUBB LTD 0.0%
Value ($000) $12 Shares 64 Est. Cost $127.70 Unrealized +48.7%
SCL STEPAN CO 0.0%
Value ($000) $11 Shares 120 Est. Cost $81.65 Unrealized +16.4%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $10 Shares 983 Est. Cost $30.77 Unrealized -69.8%
EXPO EXPONENT INC 0.0%
Value ($000) $9 Shares 96 Est. Cost $92.25 Unrealized -1.6%
T AT&T 0.0%
Value ($000) $9 Shares 552 Est. Cost $14.02 Unrealized +5.5%
BMI BADGER METER INC 0.0%
Value ($000) $8 Shares 57 Est. Cost $106.24 Unrealized +27.2%
PG PROCTER & GAMBLE 0.0%
Value ($000) $8 Shares 50 Est. Cost $122.62 Unrealized +15.2%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $7 Shares 76 Est. Cost $81.55 Unrealized +12.5%
BSY BENTLEY SYSTEMS INCORPORATED 0.0%
Value ($000) $7 Shares 130 Est. Cost $46.03 Unrealized 0.0%
IJH ISHARES TRUST REG SHS S&P MIDC 0.0%
Value ($000) $7 Shares 26 Est. Cost $238.92 Unrealized
WRB WR BERKLEY CORP 0.0%
Value ($000) $7 Shares 110 Est. Cost $32.09 Unrealized +14.2%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $6 Shares 15 Est. Cost $349.22 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $0.06 Unrealized
THE COOPER COMPANIES INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $383.40 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $5 Shares 52 Est. Cost $57.95 Unrealized +52.7%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $58.96 Unrealized +51.4%
ANSYS INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $330.27 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $5 Shares 119 Est. Cost $27.81 Unrealized +32.7%
TER TERADYNE INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $99.13 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $206.59 Unrealized 0.0%
SHECY SHIN-ETSU CHEM-UNSPON ADR 0.0%
Value ($000) $5 Shares 285 Est. Cost $22.49 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $75.29 Unrealized +46.0%
R RYDER SYSTEMS INC 0.0%
Value ($000) $5 Shares 54 Est. Cost $83.95 Unrealized -1.9%
LPLA LPL FINANCIAL INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $200.25 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $19.44 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORP-CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $280.51 Unrealized 0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $4 Shares 214 Est. Cost $16.29 Unrealized +23.4%
LVMUY LVMH MOET HENNESSY-UNSP ADR 0.0%
Value ($000) $4 Shares 23 Est. Cost $130.43 Unrealized
TTC TORO CO 0.0%
Value ($000) $4 Shares 42 Est. Cost $105.94 Unrealized -3.2%
LII LENNOX INTL INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $275.21 Unrealized 0.0%
CRL CHARLES RIV LABORATORIES INT 0.0%
Value ($000) $4 Shares 20 Est. Cost $198.96 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $339.09 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $4 Shares 72 Est. Cost $13.30 Unrealized +93.2%
DLB DOLBY LABORATORIES 0.0%
Value ($000) $4 Shares 48 Est. Cost $79.68 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY, INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $147.55 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 9 Est. Cost $356.15 Unrealized +6.6%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.02 Unrealized -7.3%
HSY HERSHEY CO/THE 0.0%
Value ($000) $4 Shares 15 Est. Cost $90.02 Unrealized +170.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $84.96 Unrealized +86.8%
BBY BEST BUY CO INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $60.61 Unrealized +8.3%
ALLE ALLEGION PLC 0.0%
Value ($000) $4 Shares 30 Est. Cost $105.58 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $4 Shares 20 Est. Cost $106.86 Unrealized +48.9%
IBDRY IBERDROLA SA-SPONSORED ADR 0.0%
Value ($000) $3 Shares 65 Est. Cost $50.09 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $3 Shares 52 Est. Cost $42.66 Unrealized +56.6%
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $167.60 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $3 Shares 37 Est. Cost $73.35 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $412.39 Unrealized 0.0%
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 +52.1%
KR KROGER CO 0.0%
Value ($000) $3 Shares 69 Est. Cost $28.78 Unrealized +56.4%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $79.83 Unrealized 0.0%
RTO RENTOKIL INITIAL PLC - SP ADR 0.0%
Value ($000) $3 Shares 82 Est. Cost $39.28 Unrealized
TD TORONTO DOMINION BANK F 0.0%
Value ($000) $3 Shares 51 Est. Cost $51.39 Unrealized +17.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $330.32 Unrealized +62.0%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3 Shares 18 Est. Cost $194.44 Unrealized
SAIA INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $342.44 Unrealized
MRAAY MURATA MANUFACTURING CO LTD UN 0.0%
Value ($000) $3 Shares 216 Est. Cost $17.02 Unrealized
BFAM BRIGHT HORIZONS FAMILY SOLUT 0.0%
Value ($000) $3 Shares 33 Est. Cost $84.55 Unrealized 0.0%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $3 Shares 24 Est. Cost $56.59 Unrealized +0.7%
CMCSA COMCAST CORP 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.64 Unrealized +0.0%
HPQ HP INC 0.0%
Value ($000) $3 Shares 97 Est. Cost $28.19 Unrealized -3.8%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $3 Shares 54 Est. Cost $89.44 Unrealized -42.4%
CHH CHOICE HOTELS INTERNATIONAL IN 0.0%
Value ($000) $3 Shares 25 Est. Cost $116.97 Unrealized 0.0%
AZN ASTRAZENECA PLC ADR F SPONSORE 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
THLLY THALES SA - UNSPON ADR 0.0%
Value ($000) $3 Shares 97 Est. Cost $21.14 Unrealized
RCRUY RECRUIT HOLDINGS CO LTD - ADR 0.0%
Value ($000) $3 Shares 448 Est. Cost $6.31 Unrealized
BNTGY BRENNTAG SE-UNSP ADR 0.0%
Value ($000) $3 Shares 178 Est. Cost $16.98 Unrealized
DBSDY DBS GROUP HOLDINGS - SPON ADR 0.0%
Value ($000) $3 Shares 29 Est. Cost $110.20 Unrealized
NJDCY NIDEC CORPORATION-SPON ADR 0.0%
Value ($000) $3 Shares 196 Est. Cost $10.21 Unrealized
DNBBY DNB ASA-SPONSOR ADR 0.0%
Value ($000) $3 Shares 140 Est. Cost $18.76 Unrealized
COIHY CRODA INTERNATIONAL PLC ADR 0.0%
Value ($000) $3 Shares 73 Est. Cost $37.69 Unrealized
UNILEVER PLC 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.32 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $3 Shares 68 Est. Cost $38.91 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $319.41 Unrealized -3.6%
SMG SCOTTS MIRACLE-GRO COMPANY CL 0.0%
Value ($000) $3 Shares 41 Est. Cost $59.17 Unrealized 0.0%
SVNLY SVENSKA HANDELSB-A-UNSP ADR 0.0%
Value ($000) $2 Shares 596 Est. Cost $5.39 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $30.05 Unrealized +30.8%
NCLTY NITORI HLDGS CO LTD-UNSPON ADR 0.0%
Value ($000) $2 Shares 219 Est. Cost $16.32 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 38 Est. Cost $48.58 Unrealized +21.3%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $2 Shares 3 Est. Cost $749.78 Unrealized 0.0%
MTUAY MTU AERO ENGINES 0.0%
Value ($000) $2 Shares 18 Est. Cost $0.11 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $66.36 Unrealized +45.8%
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $83.03 Unrealized
LZAGY LONZA GROUP AG - UNSPONS ADR 0.0%
Value ($000) $2 Shares 38 Est. Cost $25.13 Unrealized
TEZNY TERNA SPA-UNSPONSORED ADR 0.0%
Value ($000) $2 Shares 86 Est. Cost $19.62 Unrealized
ASML ASML HOLDINGS NV-NY REG SHS 0.0%
Value ($000) $2 Shares 3 Est. Cost $724.67 Unrealized
MKKGY MERCK KGAA SPONSORED ADR 0.0%
Value ($000) $2 Shares 65 Est. Cost $0.03 Unrealized
ASAZY ASSA ABLOY AB - UNSP ADR 0.0%
Value ($000) $2 Shares 174 Est. Cost $17.24 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $2 Shares 68 Est. Cost $37.61 Unrealized -28.4%
SXYAY SIKA AG-BR-ADR 0.0%
Value ($000) $2 Shares 72 Est. Cost $0.03 Unrealized
TLPFY TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value ($000) $2 Shares 23 Est. Cost $47.35 Unrealized
BAESY BAE SYSTEMS PLC-SPON ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $26.32 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 185 Est. Cost $13.33 Unrealized -36.5%
ANZGY ANZ GROUP HOLDINGS LTD-ADR 0.0%
Value ($000) $2 Shares 108 Est. Cost $0.02 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 133 Est. Cost $18.55 Unrealized -30.0%
SMNNY SHIMANO INC - UNSPON ADR 0.0%
Value ($000) $2 Shares 99 Est. Cost $25.71 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $132.62 Unrealized -26.7%
LCII LCI INDUSTRIES 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.90 Unrealized 0.0%
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value ($000) $0 Shares 47 Est. Cost $8.76 Unrealized -15.1%
AARON'S CO INC/THE 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.43 Unrealized