Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $4,650,858 (100.0% shares, 0.0% debt)

Holdings (290)

ENSG ENSIGN GROUP 2.1%
Value ($000) $96,587 Shares 1,039,350 Est. Cost $37.44 Unrealized +151.6%
CASY CASEY'S GENERAL STORES INC 2.0%
Value ($000) $92,098 Shares 339,196 Est. Cost $149.89 Unrealized +66.9%
NOG NORTHERN OIL AND GAS INC 1.9%
Value ($000) $89,353 Shares 2,221,046 Est. Cost $20.63 Unrealized +91.1%
HLNE HAMILTON LANE 1.9%
Value ($000) $88,374 Shares 977,161 Est. Cost $82.14 Unrealized +8.4%
CHRD CHORD ENERGY CORP 1.9%
Value ($000) $88,010 Shares 543,038 Est. Cost $63.56 Unrealized +115.2%
OLED UNIVERSAL DISPLAY 1.9%
Value ($000) $87,832 Shares 559,472 Est. Cost $139.48 Unrealized +6.1%
EHC ENCOMPASS HEALTH 1.8%
Value ($000) $85,810 Shares 1,277,690 Est. Cost $47.18 Unrealized +43.2%
CIVI CIVITAS RESOURCES INC 1.8%
Value ($000) $84,207 Shares 1,041,259 Est. Cost $38.31 Unrealized +67.7%
IPAR INTER PARFUMS INC 1.8%
Value ($000) $83,767 Shares 623,543 Est. Cost $84.19 Unrealized +62.9%
WING WINGSTOP INC 1.8%
Value ($000) $83,117 Shares 462,173 Est. Cost $132.68 Unrealized +30.2%
SXI STANDEX INTL CORP 1.7%
Value ($000) $80,129 Shares 550,000 Est. Cost $82.79 Unrealized +79.9%
KNSL KINSALE CAPITAL GROUP INC 1.7%
Value ($000) $79,652 Shares 192,335 Est. Cost $292.71 Unrealized +32.1%
BWXT BWX TECHNOLOGIES 1.6%
Value ($000) $76,290 Shares 1,017,477 Est. Cost $48.85 Unrealized +44.8%
NXST NEXSTAR MEDIA GROUP INC 1.5%
Value ($000) $72,063 Shares 502,639 Est. Cost $102.87 Unrealized +42.3%
TTEK TETRA TECH INC 1.5%
Value ($000) $71,633 Shares 471,176 Est. Cost $24.98 Unrealized +30.1%
USPH U.S. PHYSICAL THERAPY INC 1.5%
Value ($000) $70,688 Shares 770,613 Est. Cost $104.55 Unrealized +2.7%
NSP INSPERITY INC 1.5%
Value ($000) $70,286 Shares 720,147 Est. Cost $95.02 Unrealized +1.6%
OZK BANK OZK 1.5%
Value ($000) $68,893 Shares 1,858,468 Est. Cost $29.43 Unrealized +25.1%
BC BRUNSWICK CORP 1.5%
Value ($000) $67,707 Shares 857,047 Est. Cost $56.83 Unrealized +37.0%
HOMB HOME BANCSHARES INC 1.5%
Value ($000) $67,526 Shares 3,224,717 Est. Cost $20.58 Unrealized +10.6%
AL AIR LEASE CORP 1.4%
Value ($000) $67,256 Shares 1,706,579 Est. Cost $39.92 Unrealized -1.3%
LMAT LEMAITRE VASCULAR INC 1.4%
Value ($000) $67,078 Shares 1,231,241 Est. Cost $35.30 Unrealized +64.4%
CHE CHEMED CORP 1.4%
Value ($000) $66,944 Shares 128,813 Est. Cost $318.38 Unrealized +61.9%
PRGO PERRIGO COMPANY 1.4%
Value ($000) $65,536 Shares 2,051,202 Est. Cost $36.01 Unrealized -2.2%
LFUS LITTELFUSE INC 1.4%
Value ($000) $64,280 Shares 259,906 Est. Cost $185.89 Unrealized +45.6%
CNS COHEN & STEERS INC 1.4%
Value ($000) $63,925 Shares 1,019,702 Est. Cost $44.35 Unrealized +32.2%
POWI POWER INTEGRATIONS INC 1.4%
Value ($000) $63,478 Shares 831,839 Est. Cost $65.61 Unrealized +26.0%
ALSN ALLISON TRANSMISSION HOLDING 1.4%
Value ($000) $63,400 Shares 1,073,478 Est. Cost $34.87 Unrealized +63.9%
BROOKFIELD INFRASTRUCTURE-A 1.3%
Value ($000) $61,914 Shares 1,751,948 Est. Cost $6.01 Unrealized
CCOI COGENT COMMUNICATIONS 1.3%
Value ($000) $59,990 Shares 969,139 Est. Cost $42.01 Unrealized +34.9%
EXPI EXP WORLD HOLDING 1.3%
Value ($000) $59,022 Shares 3,634,389 Est. Cost $17.66 Unrealized +12.0%
KLIC KULICKE & SOFFA INDUSTRIES 1.3%
Value ($000) $58,683 Shares 1,206,724 Est. Cost $51.57 Unrealized -1.8%
LSTR LANDSTAR SYSTEM INC 1.2%
Value ($000) $57,885 Shares 327,145 Est. Cost $100.73 Unrealized
TNL TRAVEL & LEISURE CO 1.2%
Value ($000) $56,682 Shares 1,543,199 Est. Cost $40.87 Unrealized -11.9%
TRNO TERRENO REALTY CORP 1.2%
Value ($000) $55,646 Shares 979,677 Est. Cost $39.13 Unrealized
ESI ELEMENT SOLUTIONS INC 1.2%
Value ($000) $55,404 Shares 2,825,312 Est. Cost $18.78 Unrealized +2.4%
ABM ABM INDUSTRIES INC 1.2%
Value ($000) $55,319 Shares 1,382,639 Est. Cost $36.05 Unrealized +13.9%
UFPI UFP PACKAGING 1.2%
Value ($000) $55,298 Shares 540,020 Est. Cost $80.42 Unrealized +25.6%
CPK CHESAPEAKE UTILITIES CORP 1.1%
Value ($000) $52,779 Shares 539,936 Est. Cost $97.77 Unrealized +9.8%
STVN STEVANATO GROUP SPA 1.1%
Value ($000) $52,332 Shares 1,760,818 Est. Cost $16.61 Unrealized +87.5%
KWR QUAKER CHEMICAL CORPORATION 1.1%
Value ($000) $52,329 Shares 327,057 Est. Cost $171.04 Unrealized +4.4%
VMI VALMONT INDUSTRIES 1.1%
Value ($000) $51,814 Shares 215,703 Est. Cost $257.07 Unrealized 0.0%
MTRN MATERION CORP 1.1%
Value ($000) $51,811 Shares 508,400 Est. Cost $66.45 Unrealized +64.3%
CABO CABLE ONE INC 1.1%
Value ($000) $51,571 Shares 83,769 Est. Cost $915.79 Unrealized -31.5%
RS RELIANCE STEEL & ALUMINUM 1.1%
Value ($000) $49,517 Shares 188,831 Est. Cost $166.40 Unrealized +66.6%
UNF UNIFIRST CORP/MA 1.0%
Value ($000) $48,464 Shares 297,308 Est. Cost $177.42 Unrealized -8.5%
STE STERIS PLC 1.0%
Value ($000) $47,942 Shares 218,496 Est. Cost $164.70 Unrealized +34.5%
NXRT NEXPOINT RESIDENTIAL 1.0%
Value ($000) $44,723 Shares 1,389,762 Est. Cost $23.07 Unrealized
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value ($000) $44,500 Shares 288,399 Est. Cost $65.48 Unrealized +129.7%
KW KENNEDY - WILSON HOLDINGS INC. 0.9%
Value ($000) $42,581 Shares 2,888,778 Est. Cost $19.59 Unrealized -17.5%
SSTK SHUTTERSTOCK INC 0.8%
Value ($000) $38,652 Shares 1,015,828 Est. Cost $65.14 Unrealized -31.2%
POOL POOL CORP 0.8%
Value ($000) $37,815 Shares 106,191 Est. Cost $248.83 Unrealized +41.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.8%
Value ($000) $37,062 Shares 84,758 Est. Cost $283.55 Unrealized +46.6%
UTZ UTZ BRANDS INC 0.8%
Value ($000) $36,971 Shares 2,752,865 Est. Cost $15.04 Unrealized +2.5%
CRAI CRA INTERNATIONAL INC 0.8%
Value ($000) $36,928 Shares 366,492 Est. Cost $82.95 Unrealized +23.1%
SCVL SHOE CARNIVAL INC 0.8%
Value ($000) $35,913 Shares 1,494,501 Est. Cost $23.87 Unrealized -0.6%
LKFN LAKELAND FINANCIAL CORP 0.8%
Value ($000) $34,958 Shares 736,585 Est. Cost $43.78 Unrealized +8.8%
BR BROADRIDGE FINANCIAL SOLUTIO 0.7%
Value ($000) $34,780 Shares 194,246 Est. Cost $113.67 Unrealized +49.8%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.7%
Value ($000) $34,253 Shares 313,470 Est. Cost $84.63 Unrealized +29.4%
UMH UMH PROPERTIES 0.7%
Value ($000) $33,861 Shares 2,415,205 Est. Cost $13.72 Unrealized
CBT CABOT CORP 0.7%
Value ($000) $33,030 Shares 476,833 Est. Cost $67.38 Unrealized -1.8%
PZZA PAPA JOHNS INTERNATIONAL INC 0.7%
Value ($000) $32,219 Shares 472,278 Est. Cost $69.76 Unrealized 0.0%
KFRC KFORCE INC 0.7%
Value ($000) $31,796 Shares 532,947 Est. Cost $60.58 Unrealized +0.5%
MTDR MATADOR RESOURCES CO 0.7%
Value ($000) $31,561 Shares 530,622 Est. Cost $55.61 Unrealized +4.8%
TTEC TTEC HOLDINGS INC 0.7%
Value ($000) $30,984 Shares 1,181,699 Est. Cost $61.69 Unrealized -51.3%
CHDN CHURCHILL DOWNS 0.7%
Value ($000) $30,983 Shares 267,001 Est. Cost $116.63 Unrealized +5.0%
DPZ DOMINO'S PIZZA INC 0.6%
Value ($000) $30,033 Shares 79,287 Est. Cost $283.11 Unrealized +31.3%
GFL GFL ENVIRONMENTAL 0.6%
Value ($000) $28,801 Shares 906,844 Est. Cost $34.68 Unrealized -1.2%
CSL CARLISLE COS INC 0.6%
Value ($000) $28,471 Shares 109,817 Est. Cost $185.03 Unrealized +40.9%
NDSN NORDSON CORP COM 0.6%
Value ($000) $27,601 Shares 123,677 Est. Cost $166.29 Unrealized +39.6%
JKHY JACK HENRY & ASSOCIATES INC 0.6%
Value ($000) $27,179 Shares 179,829 Est. Cost $135.41 Unrealized +15.4%
TRU TRANSUNION 0.5%
Value ($000) $25,228 Shares 351,413 Est. Cost $68.22 Unrealized +13.5%
MORN MORNINGSTAR INC 0.5%
Value ($000) $24,684 Shares 105,378 Est. Cost $162.19 Unrealized +39.2%
DGX QUEST DIAGNOSTICS 0.5%
Value ($000) $24,439 Shares 200,551 Est. Cost $94.10 Unrealized +35.2%
AAPL APPLE INC 0.5%
Value ($000) $23,122 Shares 135,049 Est. Cost $131.63 Unrealized +37.7%
GL GLOBE LIFE INC 0.5%
Value ($000) $23,036 Shares 211,868 Est. Cost $95.82 Unrealized +14.3%
CUBE CUBESMART 0.5%
Value ($000) $21,781 Shares 571,237 Est. Cost $44.55 Unrealized
ARIS WATER SOLUTION INC-A 0.5%
Value ($000) $21,253 Shares 2,129,593 Est. Cost $7.68 Unrealized
CGNX COGNEX CORP 0.4%
Value ($000) $20,914 Shares 492,787 Est. Cost $49.05 Unrealized -1.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $20,570 Shares 40,798 Est. Cost $324.39 Unrealized +44.9%
PB PROSPERITY BANCSHARES INC 0.4%
Value ($000) $20,548 Shares 376,480 Est. Cost $55.42 Unrealized -3.7%
AVGO BROADCOM INC 0.4%
Value ($000) $19,510 Shares 23,490 Est. Cost $39.91 Unrealized +110.4%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $18,450 Shares 169,920 Est. Cost $119.42 Unrealized -0.0%
V VISA INC 0.4%
Value ($000) $18,025 Shares 78,367 Est. Cost $182.11 Unrealized +29.7%
MSFT MICROSOFT CORP 0.4%
Value ($000) $17,769 Shares 56,277 Est. Cost $261.74 Unrealized +24.0%
PIONEER NATURAL RESOURCES CO 0.4%
Value ($000) $16,760 Shares 73,012 Est. Cost $179.16 Unrealized
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $16,396 Shares 122,082 Est. Cost $106.25 Unrealized +29.7%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $15,156 Shares 55,670 Est. Cost $192.62 Unrealized +44.0%
COST COSTCO WHOLESALE 0.3%
Value ($000) $14,508 Shares 25,679 Est. Cost $329.22 Unrealized +61.7%
SHW SHERWIN-WILLIAMS 0.3%
Value ($000) $14,187 Shares 55,625 Est. Cost $241.91 Unrealized +8.4%
INTU INTUIT INC 0.3%
Value ($000) $13,906 Shares 27,216 Est. Cost $338.01 Unrealized +47.6%
STZ CONSTELLATION BRANDS INC-A 0.3%
Value ($000) $13,350 Shares 53,118 Est. Cost $218.77 Unrealized +13.9%
CDW CDW CORP/DE 0.3%
Value ($000) $12,838 Shares 63,632 Est. Cost $149.37 Unrealized +29.4%
OTIS OTIS WORLDWIDE 0.3%
Value ($000) $12,825 Shares 159,688 Est. Cost $77.61 Unrealized +5.9%
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $12,566 Shares 38,116 Est. Cost $197.62 Unrealized +67.3%
EQIX EQUINIX INC 0.3%
Value ($000) $12,552 Shares 17,282 Est. Cost $601.83 Unrealized +22.3%
ZTS ZOETIS INC 0.3%
Value ($000) $12,299 Shares 70,693 Est. Cost $133.38 Unrealized +32.7%
MSCI MSCI INC 0.3%
Value ($000) $12,102 Shares 23,587 Est. Cost $454.67 Unrealized +12.4%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $11,781 Shares 41,569 Est. Cost $225.71 Unrealized +21.8%
MS MORGAN STANLEY 0.3%
Value ($000) $11,775 Shares 144,180 Est. Cost $75.55 Unrealized +6.3%
ADP AUTO DATA PROCESSING 0.2%
Value ($000) $11,491 Shares 47,763 Est. Cost $168.24 Unrealized +37.4%
HD HOME DEPOT INC 0.2%
Value ($000) $11,440 Shares 37,861 Est. Cost $213.14 Unrealized +42.1%
BLACKROCK INC 0.2%
Value ($000) $11,422 Shares 17,667 Est. Cost $626.18 Unrealized
DHR DANAHER 0.2%
Value ($000) $10,959 Shares 44,172 Est. Cost $220.55 Unrealized -0.2%
NEE NEXTERA ENERGY 0.2%
Value ($000) $10,931 Shares 190,793 Est. Cost $64.18 Unrealized +0.4%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $10,407 Shares 51,106 Est. Cost $162.43 Unrealized +26.9%
ACN ACCENTURE PLC 0.2%
Value ($000) $10,372 Shares 33,773 Est. Cost $254.12 Unrealized +19.8%
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $10,366 Shares 119,660 Est. Cost $102.02 Unrealized
ENTG ENTEGRIS INC 0.2%
Value ($000) $9,788 Shares 104,232 Est. Cost $81.50 Unrealized +21.6%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $8,973 Shares 57,938 Est. Cost $49.36 Unrealized +171.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $7,739 Shares 84,797 Est. Cost $79.62 Unrealized +16.1%
LLY LILLY ELI & CO 0.2%
Value ($000) $7,659 Shares 14,259 Est. Cost $382.12 Unrealized +32.6%
NKE NIKE INC CLASS B 0.2%
Value ($000) $7,563 Shares 79,092 Est. Cost $125.34 Unrealized -21.6%
MPWR MONOLITHIC POWER SYS INC 0.2%
Value ($000) $7,062 Shares 15,286 Est. Cost $420.28 Unrealized +19.4%
IWR ISHARES RUSSELL MIDCAP INDEX 0.1%
Value ($000) $4,375 Shares 63,183 Est. Cost $42.16 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $3,249 Shares 11,889 Est. Cost $209.09 Unrealized +33.9%
IWM ISHARES TR RUSSELL 2000 INDX 0.0%
Value ($000) $1,755 Shares 9,932 Est. Cost $179.65 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1,351 Shares 11,963 Est. Cost $90.01 Unrealized +24.2%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $1,259 Shares 3,355 Est. Cost $242.06 Unrealized +58.8%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $1,213 Shares 19,040 Est. Cost $21.87 Unrealized
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $1,124 Shares 13,386 Est. Cost $35.50 Unrealized +18.7%
VRSK VERISK ANALYTICS 0.0%
Value ($000) $1,053 Shares 4,459 Est. Cost $172.53 Unrealized +34.5%
ALB ALBEMARLE 0.0%
Value ($000) $989 Shares 5,814 Est. Cost $227.69 Unrealized -16.0%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $919 Shares 4,876 Est. Cost $174.80 Unrealized +7.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $872 Shares 7,824 Est. Cost $89.21 Unrealized +16.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $811 Shares 3,127 Est. Cost $299.32 Unrealized 0.0%
HII HUNTINGTON INGALLS INDUSTRIE 0.0%
Value ($000) $591 Shares 2,889 Est. Cost $170.84 Unrealized +22.5%
RMD RESMED INC 0.0%
Value ($000) $575 Shares 3,888 Est. Cost $116.84 Unrealized +51.3%
ARE ALEXANDRIA REAL EST REIT 0.0%
Value ($000) $473 Shares 4,722 Est. Cost $121.26 Unrealized -15.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $438 Shares 3,725 Est. Cost $57.68 Unrealized +75.1%
HUM HUMANA INC 0.0%
Value ($000) $309 Shares 635 Est. Cost $431.63 Unrealized +5.8%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $304 Shares 1,955 Est. Cost $59.66 Unrealized +156.9%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $280 Shares 3,056 Est. Cost $59.47 Unrealized +56.6%
AMT AMERICAN TOWER 0.0%
Value ($000) $246 Shares 1,496 Est. Cost $155.40 Unrealized +7.9%
ABBV ABBVIE INC 0.0%
Value ($000) $245 Shares 1,645 Est. Cost $28.53 Unrealized +374.4%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $208 Shares 1,023 Est. Cost $20.77 Unrealized +100.2%
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $195 Shares 1,173 Est. Cost $39.23 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $188 Shares 3,586 Est. Cost $67.70 Unrealized -15.6%
PFE PFIZER INC 0.0%
Value ($000) $165 Shares 4,983 Est. Cost $16.79 Unrealized +82.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $141 Shares 534 Est. Cost $72.16 Unrealized +273.5%
MMM 3M CO 0.0%
Value ($000) $140 Shares 1,500 Est. Cost $72.67 Unrealized +9.5%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $121 Shares 936 Est. Cost $90.41 Unrealized +47.1%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $121 Shares 1,248 Est. Cost $62.14 Unrealized +61.6%
CTVA CORTEVA INC 0.0%
Value ($000) $117 Shares 2,294 Est. Cost $51.53 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $110 Shares 411 Est. Cost $118.93 Unrealized +95.0%
PEP PEPSICO INC 0.0%
Value ($000) $85 Shares 500 Est. Cost $90.68 Unrealized +84.3%
SYNCHRONY FINL 0.0%
Value ($000) $80 Shares 2,628 Est. Cost $23.42 Unrealized
JPM JPMORGAN CHASE 0.0%
Value ($000) $73 Shares 500 Est. Cost $109.88 Unrealized +29.5%
AMZN AMAZON.COM INC 0.0%
Value ($000) $66 Shares 520 Est. Cost $123.03 Unrealized +8.9%
MRK MERCK & CO. INC. 0.0%
Value ($000) $62 Shares 600 Est. Cost $56.62 Unrealized +76.3%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $59 Shares 285 Est. Cost $129.93 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $56 Shares 450 Est. Cost $88.77 Unrealized +49.6%
GOOG ALPHABET INC 0.0%
Value ($000) $55 Shares 420 Est. Cost $111.15 Unrealized +16.1%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $35 Shares 1,464 Est. Cost $16.67 Unrealized +39.7%
RPC P10 INC-A 0.0%
Value ($000) $34 Shares 2,888 Est. Cost $10.61 Unrealized +10.2%
PKE PARK AEROSPACE CORP 0.0%
Value ($000) $33 Shares 2,155 Est. Cost $14.41 Unrealized 0.0%
JBSS SANFILIPPO JOHN B 0.0%
Value ($000) $33 Shares 334 Est. Cost $84.38 Unrealized +24.7%
GCM GROSVENOR INC CL A 0.0%
Value ($000) $33 Shares 4,233 Est. Cost $7.54 Unrealized
PLYM PLYMOUTH INDUSTRIAL REIT INC 0.0%
Value ($000) $33 Shares 1,567 Est. Cost $15.02 Unrealized
KAI KADANT INC 0.0%
Value ($000) $33 Shares 145 Est. Cost $109.27 Unrealized +96.0%
GRC GORMAN RUPP CO 0.0%
Value ($000) $33 Shares 993 Est. Cost $31.37 Unrealized -1.7%
SPFI SOUTH PLAINS FINL INC 0.0%
Value ($000) $32 Shares 1,223 Est. Cost $20.37 Unrealized +27.1%
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $32 Shares 1,811 Est. Cost $20.87 Unrealized -17.3%
TPB TURNING PT BRANDS 0.0%
Value ($000) $32 Shares 1,368 Est. Cost $31.29 Unrealized -22.1%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $31 Shares 1,451 Est. Cost $24.05 Unrealized -8.2%
STC STEWART INFORMATION SERVICES C 0.0%
Value ($000) $31 Shares 713 Est. Cost $42.28 Unrealized +7.0%
NHC NATIONAL HEALTHCARE 0.0%
Value ($000) $31 Shares 487 Est. Cost $72.70 Unrealized -11.9%
BPRN THE BANK OF PRINCETON 0.0%
Value ($000) $30 Shares 1,050 Est. Cost $29.72 Unrealized -10.6%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $30 Shares 2,006 Est. Cost $14.27 Unrealized -0.2%
MGIC MAGIC SFTWR ENTERPRS F 0.0%
Value ($000) $30 Shares 2,670 Est. Cost $11.98 Unrealized -8.2%
ESQ ESQUIRE FINANCIAL HOLDINGS I 0.0%
Value ($000) $30 Shares 651 Est. Cost $46.37 Unrealized 0.0%
ASTE ASTEC INDS INC 0.0%
Value ($000) $30 Shares 630 Est. Cost $49.07 Unrealized -2.5%
BLUEGREEN VACATIONS HOLDING 0.0%
Value ($000) $30 Shares 805 Est. Cost $16.32 Unrealized
IRMD IRADIMED CORP 0.0%
Value ($000) $30 Shares 665 Est. Cost $44.67 Unrealized 0.0%
DIS WALT DISNEY CO 0.0%
Value ($000) $29 Shares 360 Est. Cost $93.45 Unrealized -10.7%
IMMR IMMERSION CORPORATION 0.0%
Value ($000) $29 Shares 4,398 Est. Cost $6.97 Unrealized 0.0%
UTMD UTAH MEDICAL PRODUCT 0.0%
Value ($000) $29 Shares 338 Est. Cost $88.11 Unrealized +4.7%
REPX RILEY EXPLORATION PERMIAN INC 0.0%
Value ($000) $29 Shares 908 Est. Cost $32.73 Unrealized -9.5%
RYZ RYERSON HOLDINGS CORP 0.0%
Value ($000) $29 Shares 990 Est. Cost $36.45 Unrealized -6.9%
III INFORMATION SVCS GP 0.0%
Value ($000) $29 Shares 6,514 Est. Cost $4.49 Unrealized -0.1%
GIC GLOBAL INDUSTRIAL COMPANY 0.0%
Value ($000) $28 Shares 850 Est. Cost $21.74 Unrealized +32.6%
GE GENERAL ELECTRIC 0.0%
Value ($000) $28 Shares 256 Est. Cost $43.68 Unrealized +103.0%
NSSC NAPCO SECURITY TECHNOLOGIES 0.0%
Value ($000) $28 Shares 1,268 Est. Cost $29.36 Unrealized 0.0%
CTO CTO REALTY GROWTH INC 0.0%
Value ($000) $28 Shares 1,717 Est. Cost $17.14 Unrealized
CSGS C S G SYSTEMS INTL 0.0%
Value ($000) $28 Shares 541 Est. Cost $38.07 Unrealized +32.3%
FSBW FS BANCORP INC 0.0%
Value ($000) $28 Shares 933 Est. Cost $26.73 Unrealized +5.9%
BSVN BANK7 CORP 0.0%
Value ($000) $28 Shares 1,222 Est. Cost $23.46 Unrealized 0.0%
ATNI ATN INTERNATIONAL INC 0.0%
Value ($000) $27 Shares 856 Est. Cost $31.81 Unrealized 0.0%
ISTR INVESTAR HOLDING CORP 0.0%
Value ($000) $27 Shares 2,529 Est. Cost $12.26 Unrealized +4.8%
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value ($000) $27 Shares 1,292 Est. Cost $22.20 Unrealized -7.7%
IJH ISHARES TRUST REG SHS S&P MIDC 0.0%
Value ($000) $26 Shares 106 Est. Cost $246.88 Unrealized
HOFT HOOKER FURNISHINGS CORP 0.0%
Value ($000) $26 Shares 1,357 Est. Cost $23.81 Unrealized -14.3%
ARKO ARKO CORP 0.0%
Value ($000) $26 Shares 3,672 Est. Cost $7.85 Unrealized -5.3%
LIN LINDE PLC F 0.0%
Value ($000) $26 Shares 70 Est. Cost $322.30 Unrealized +14.5%
PATK PATRICK INDUSTRIES 0.0%
Value ($000) $26 Shares 342 Est. Cost $33.60 Unrealized +53.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $26 Shares 282 Est. Cost $75.09 Unrealized
RICK RCI HOSPITALITY HOLDINGS INC 0.0%
Value ($000) $24 Shares 399 Est. Cost $75.16 Unrealized -10.9%
EPM EVOLUTION PETROLEUM 0.0%
Value ($000) $24 Shares 3,529 Est. Cost $4.35 Unrealized +55.8%
TJX TJX COMPANIES INC 0.0%
Value ($000) $23 Shares 258 Est. Cost $62.94 Unrealized +35.6%
ATRION CORP 0.0%
Value ($000) $23 Shares 55 Est. Cost $607.75 Unrealized
FATAQ FAT BRANDS INC 0.0%
Value ($000) $23 Shares 3,406 Est. Cost $3.82 Unrealized -9.2%
EMBC EMBECTA CORP 0.0%
Value ($000) $22 Shares 1,483 Est. Cost $22.29 Unrealized -24.0%
CASS CASS INFORMATION SYS 0.0%
Value ($000) $22 Shares 599 Est. Cost $40.48 Unrealized -11.6%
TSQ TOWNSQUARE MEDIA INC - CL A 0.0%
Value ($000) $22 Shares 2,557 Est. Cost $9.75 Unrealized +6.4%
WINA WINMARK CORP 0.0%
Value ($000) $21 Shares 55 Est. Cost $206.45 Unrealized +75.8%
RBB RBB BANCORP 0.0%
Value ($000) $19 Shares 1,499 Est. Cost $19.14 Unrealized -28.9%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value ($000) $19 Shares 690 Est. Cost $24.63 Unrealized
SBGI SINCLAIR BROADCAST GROUP 0.0%
Value ($000) $19 Shares 1,675 Est. Cost $12.89 Unrealized 0.0%
CTRA COTERRA ENERGY 0.0%
Value ($000) $18 Shares 679 Est. Cost $17.98 Unrealized +40.2%
CB CHUBB LTD 0.0%
Value ($000) $18 Shares 88 Est. Cost $146.54 Unrealized +34.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $17 Shares 413 Est. Cost $33.13 Unrealized +10.0%
ROL ROLLINS INC 0.0%
Value ($000) $17 Shares 459 Est. Cost $29.31 Unrealized +33.6%
MNRO MONRO INC 0.0%
Value ($000) $16 Shares 585 Est. Cost $62.49 Unrealized -44.8%
HIFS HINGHAM INSTN SVGS 0.0%
Value ($000) $16 Shares 85 Est. Cost $197.80 Unrealized +0.3%
SNA SNAP-ON INC 0.0%
Value ($000) $15 Shares 59 Est. Cost $199.45 Unrealized +27.2%
SCZ ISHARES MSCI EAFE SMALL CAP IN 0.0%
Value ($000) $13 Shares 235 Est. Cost $32.46 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $11 Shares 983 Est. Cost $30.77 Unrealized -62.3%
SCL STEPAN CO 0.0%
Value ($000) $9 Shares 120 Est. Cost $81.65 Unrealized +7.1%
T AT&T 0.0%
Value ($000) $8 Shares 552 Est. Cost $14.02 Unrealized -7.6%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $6 Shares 61 Est. Cost $81.55 Unrealized +21.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $6 Shares 15 Est. Cost $349.22 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $6 Shares 62 Est. Cost $59.59 Unrealized
DHI DR HORTON INC 0.0%
Value ($000) $6 Shares 54 Est. Cost $76.35 Unrealized +53.2%
R RYDER SYSTEMS INC 0.0%
Value ($000) $6 Shares 54 Est. Cost $83.95 Unrealized +15.9%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $58.96 Unrealized +73.2%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $5 Shares 72 Est. Cost $13.30 Unrealized +109.5%
DOX AMDOCS LTD 0.0%
Value ($000) $4 Shares 52 Est. Cost $57.95 Unrealized +47.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $75.29 Unrealized +53.2%
UBS UBS GROUP AG 0.0%
Value ($000) $4 Shares 171 Est. Cost $16.29 Unrealized +43.4%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $4 Shares 119 Est. Cost $27.81 Unrealized +30.1%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.02 Unrealized +3.7%
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 9 Est. Cost $356.15 Unrealized +17.0%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $4 Shares 24 Est. Cost $56.59 Unrealized +17.1%
MCHP MICROCHIP TECHNOLOGY FORWARD S 0.0%
Value ($000) $4 Shares 45 Est. Cost $78.72 Unrealized 0.0%
LVMUY LVMH MOET HENNESSY-UNSP ADR 0.0%
Value ($000) $3 Shares 23 Est. Cost $130.43 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $78.50 Unrealized +25.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $66.42 Unrealized +68.9%
NDAQ NASDAQ OMX GROUP INC 0.0%
Value ($000) $3 Shares 67 Est. Cost $48.99 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $84.96 Unrealized +83.6%
CMCSA COMCAST CORP 0.0%
Value ($000) $3 Shares 72 Est. Cost $36.64 Unrealized +13.3%
WEC WEC ENERGY GROUP 0.0%
Value ($000) $3 Shares 39 Est. Cost $64.95 Unrealized +22.8%
KR KROGER CO 0.0%
Value ($000) $3 Shares 69 Est. Cost $28.78 Unrealized +55.1%
TD TORONTO DOMINION BANK F 0.0%
Value ($000) $3 Shares 51 Est. Cost $51.39 Unrealized +21.3%
BBY BEST BUY CO INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $60.61 Unrealized +13.3%
NSRGY NESTLE 0.0%
Value ($000) $3 Shares 27 Est. Cost $94.65 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $3 Shares 37 Est. Cost $73.35 Unrealized
RTO RENTOKIL INITIAL PLC - SP ADR 0.0%
Value ($000) $3 Shares 82 Est. Cost $39.28 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $330.32 Unrealized +60.1%
SHECY SHIN-ETSU CHEM-UNSPON ADR 0.0%
Value ($000) $3 Shares 207 Est. Cost $22.49 Unrealized
HSY HERSHEY CO/THE 0.0%
Value ($000) $3 Shares 15 Est. Cost $90.02 Unrealized +131.8%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $3 Shares 54 Est. Cost $89.44 Unrealized -39.2%
SCI SERVICE CORP INTL 0.0%
Value ($000) $3 Shares 52 Est. Cost $42.66 Unrealized +48.1%
MAA MID-AMERICA APARTMENT COMM 0.0%
Value ($000) $3 Shares 23 Est. Cost $131.36 Unrealized 0.0%
IBDRY IBERDROLA SA-SPONSORED ADR 0.0%
Value ($000) $3 Shares 65 Est. Cost $50.09 Unrealized
WRB WR BERKLEY CORP 0.0%
Value ($000) $3 Shares 46 Est. Cost $32.09 Unrealized +20.6%
DBSDY DBS GROUP HOLDINGS - SPON ADR 0.0%
Value ($000) $3 Shares 29 Est. Cost $110.20 Unrealized
DNBBY DNB ASA-SPONSOR ADR 0.0%
Value ($000) $3 Shares 140 Est. Cost $18.76 Unrealized
AZN ASTRAZENECA PLC ADR F SPONSORE 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
BNTGY BRENNTAG SE-UNSP ADR 0.0%
Value ($000) $3 Shares 178 Est. Cost $16.98 Unrealized
RCRUY RECRUIT HOLDINGS CO LTD - ADR 0.0%
Value ($000) $3 Shares 448 Est. Cost $6.31 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $106.24 Unrealized +46.2%
THLLY THALES SA - UNSPON ADR 0.0%
Value ($000) $3 Shares 97 Est. Cost $21.14 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $3 Shares 18 Est. Cost $194.44 Unrealized
SIRIUS XM HOLDINGS 0.0%
Value ($000) $3 Shares 589 Est. Cost $6.09 Unrealized
SVNLY SVENSKA HANDELSB-A-UNSP ADR 0.0%
Value ($000) $3 Shares 596 Est. Cost $5.39 Unrealized
MRAAY MURATA MANUFACTURING CO LTD UN 0.0%
Value ($000) $3 Shares 191 Est. Cost $17.02 Unrealized
HPQ HP INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $28.19 Unrealized -0.8%
TTC TORO CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $105.94 Unrealized -9.1%
UNILEVER PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $54.32 Unrealized
TLPFY TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.71 Unrealized
LZAGY LONZA GROUP AG - UNSPONS ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $31.09 Unrealized
NCLTY NITORI HLDGS CO LTD-UNSPON ADR 0.0%
Value ($000) $2 Shares 219 Est. Cost $16.32 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $2 Shares 68 Est. Cost $38.91 Unrealized
NJDCY NIDEC CORPORATION-SPON ADR 0.0%
Value ($000) $2 Shares 196 Est. Cost $10.21 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2 Shares 38 Est. Cost $48.58 Unrealized +11.9%
COIHY CRODA INTERNATIONAL PLC ADR 0.0%
Value ($000) $2 Shares 73 Est. Cost $37.69 Unrealized
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $83.03 Unrealized
MKKGY MERCK KGAA SPONSORED ADR 0.0%
Value ($000) $2 Shares 65 Est. Cost $0.03 Unrealized
FTS FORTIS INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $30.05 Unrealized +23.7%
BAESY BAE SYSTEMS PLC-SPON ADR 0.0%
Value ($000) $2 Shares 40 Est. Cost $26.32 Unrealized
TEZNY TERNA SPA-UNSPONSORED ADR 0.0%
Value ($000) $2 Shares 86 Est. Cost $19.62 Unrealized
ASAZY ASSA ABLOY AB - UNSP ADR 0.0%
Value ($000) $2 Shares 174 Est. Cost $17.24 Unrealized
SXYAY SIKA AG-BR-ADR 0.0%
Value ($000) $2 Shares 72 Est. Cost $0.03 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 185 Est. Cost $13.33 Unrealized -30.0%
ASML ASML HOLDINGS NV-NY REG SHS 0.0%
Value ($000) $2 Shares 3 Est. Cost $724.67 Unrealized
MTUAY MTU AERO ENGINES 0.0%
Value ($000) $2 Shares 18 Est. Cost $0.11 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 133 Est. Cost $18.55 Unrealized -32.7%
SMNNY SHIMANO INC - UNSPON ADR 0.0%
Value ($000) $1 Shares 99 Est. Cost $25.71 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.25 Unrealized -5.1%
AARON'S CO INC/THE 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.43 Unrealized