Copeland Capital Management, LLC Diversified Active

CIK: 0001541743 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $5,342,822 (100.0% shares, 0.0% debt)

Holdings (146)

ENSG ENSIGN GROUP 2.4%
Value ($000) $128,005 Shares 1,034,887 Est. Cost $39.14 Unrealized +203.6%
EHC ENCOMPASS HEALTH 2.0%
Value ($000) $109,135 Shares 1,272,117 Est. Cost $48.21 Unrealized +72.0%
HLNE HAMILTON LANE 2.0%
Value ($000) $105,820 Shares 856,291 Est. Cost $82.14 Unrealized +42.3%
CASY CASEY'S GENERAL STORES INC 2.0%
Value ($000) $104,335 Shares 273,443 Est. Cost $160.61 Unrealized +106.1%
WING WINGSTOP INC 1.8%
Value ($000) $96,591 Shares 228,531 Est. Cost $132.68 Unrealized +189.6%
TTEK TETRA TECH INC 1.8%
Value ($000) $95,881 Shares 468,899 Est. Cost $25.19 Unrealized +61.8%
OLED UNIVERSAL DISPLAY 1.8%
Value ($000) $95,544 Shares 454,429 Est. Cost $139.48 Unrealized +23.7%
LMAT LEMAITRE VASCULAR INC 1.8%
Value ($000) $94,793 Shares 1,152,074 Est. Cost $36.27 Unrealized +99.8%
SXI STANDEX INTL CORP 1.7%
Value ($000) $88,949 Shares 551,963 Est. Cost $84.80 Unrealized +99.5%
KNSL KINSALE CAPITAL GROUP INC 1.7%
Value ($000) $88,853 Shares 230,618 Est. Cost $315.26 Unrealized +28.5%
AL AIR LEASE CORP 1.6%
Value ($000) $86,436 Shares 1,818,553 Est. Cost $40.05 Unrealized +18.0%
VMI VALMONT INDUSTRIES 1.6%
Value ($000) $83,562 Shares 304,469 Est. Cost $246.44 Unrealized -1.1%
CNS COHEN & STEERS INC 1.5%
Value ($000) $78,414 Shares 1,080,677 Est. Cost $45.23 Unrealized +49.7%
NOG NORTHERN OIL AND GAS INC 1.5%
Value ($000) $77,486 Shares 2,084,635 Est. Cost $20.99 Unrealized +91.1%
NXST NEXSTAR MEDIA GROUP INC 1.4%
Value ($000) $77,012 Shares 463,899 Est. Cost $103.86 Unrealized +45.3%
HOMB HOME BANCSHARES INC 1.4%
Value ($000) $76,960 Shares 3,212,040 Est. Cost $20.65 Unrealized +15.0%
CGNX COGNEX CORP 1.4%
Value ($000) $75,025 Shares 1,604,461 Est. Cost $41.60 Unrealized +4.3%
CHRD CHORD ENERGY CORP 1.4%
Value ($000) $72,795 Shares 434,129 Est. Cost $65.33 Unrealized +148.0%
CIVI CIVITAS RESOURCES INC 1.3%
Value ($000) $71,907 Shares 1,042,130 Est. Cost $38.76 Unrealized +65.4%
LSTR LANDSTAR SYSTEM INC 1.3%
Value ($000) $70,935 Shares 384,512 Est. Cost $115.33 Unrealized
USPH U.S. PHYSICAL THERAPY INC 1.3%
Value ($000) $70,763 Shares 765,668 Est. Cost $104.41 Unrealized -3.1%
IPAR INTER PARFUMS INC 1.3%
Value ($000) $70,714 Shares 609,446 Est. Cost $85.30 Unrealized +42.4%
POWI POWER INTEGRATIONS INC 1.3%
Value ($000) $69,750 Shares 993,729 Est. Cost $66.87 Unrealized +4.5%
CHE CHEMED CORP 1.3%
Value ($000) $69,717 Shares 128,492 Est. Cost $324.44 Unrealized +75.3%
BROOKFIELD INFRASTRUCTURE-A 1.3%
Value ($000) $69,272 Shares 2,057,995 Est. Cost $10.48 Unrealized
TNL TRAVEL & LEISURE CO 1.3%
Value ($000) $69,251 Shares 1,539,600 Est. Cost $40.81 Unrealized +2.5%
BWXT BWX TECHNOLOGIES 1.3%
Value ($000) $67,075 Shares 706,050 Est. Cost $48.85 Unrealized +87.3%
LFUS LITTELFUSE INC 1.2%
Value ($000) $66,233 Shares 259,138 Est. Cost $186.91 Unrealized +32.4%
TRNO TERRENO REALTY CORP 1.2%
Value ($000) $66,013 Shares 1,115,455 Est. Cost $42.09 Unrealized
KWR QUAKER CHEMICAL CORPORATION 1.2%
Value ($000) $65,526 Shares 386,127 Est. Cost $173.73 Unrealized +6.3%
HXL HEXCEL CORP 1.2%
Value ($000) $64,453 Shares 1,032,080 Est. Cost $70.97 Unrealized -5.5%
SSTK SHUTTERSTOCK INC 1.2%
Value ($000) $62,481 Shares 1,614,484 Est. Cost $56.66 Unrealized -28.3%
CNXC CONCENTRIX CORP 1.2%
Value ($000) $62,377 Shares 985,722 Est. Cost $76.95 Unrealized -25.7%
BC BRUNSWICK CORP 1.2%
Value ($000) $61,707 Shares 847,971 Est. Cost $57.40 Unrealized +36.5%
UFPI UFP PACKAGING 1.1%
Value ($000) $60,556 Shares 540,682 Est. Cost $81.26 Unrealized +43.0%
KLIC KULICKE & SOFFA INDUSTRIES 1.1%
Value ($000) $59,268 Shares 1,204,878 Est. Cost $51.50 Unrealized -11.7%
CPK CHESAPEAKE UTILITIES CORP 1.1%
Value ($000) $57,487 Shares 541,307 Est. Cost $97.80 Unrealized +5.5%
RS RELIANCE INC 1.0%
Value ($000) $55,528 Shares 194,427 Est. Cost $174.61 Unrealized +72.5%
ST SENSATA TECHNOLOGIES HOLDING 1.0%
Value ($000) $54,922 Shares 1,468,896 Est. Cost $38.52 Unrealized 0.0%
CRAI CRA INTERNATIONAL INC 1.0%
Value ($000) $54,533 Shares 316,649 Est. Cost $83.93 Unrealized +89.6%
CCOI COGENT COMMUNICATIONS 1.0%
Value ($000) $54,106 Shares 958,654 Est. Cost $42.49 Unrealized +27.0%
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value ($000) $52,500 Shares 290,343 Est. Cost $66.93 Unrealized +155.8%
PRGO PERRIGO COMPANY 1.0%
Value ($000) $51,806 Shares 2,017,383 Est. Cost $35.84 Unrealized -18.0%
UTZ UTZ BRANDS INC 1.0%
Value ($000) $50,805 Shares 3,053,204 Est. Cost $14.99 Unrealized +20.1%
UNF UNIFIRST CORP/MA 0.9%
Value ($000) $50,693 Shares 295,536 Est. Cost $177.12 Unrealized -10.1%
STE STERIS PLC 0.9%
Value ($000) $48,913 Shares 222,798 Est. Cost $168.25 Unrealized +27.3%
SCVL SHOE CARNIVAL INC 0.9%
Value ($000) $48,900 Shares 1,325,575 Est. Cost $23.95 Unrealized +48.3%
ALSN ALLISON TRANSMISSION HOLDING 0.9%
Value ($000) $47,871 Shares 630,716 Est. Cost $34.87 Unrealized +115.7%
LKFN LAKELAND FINANCIAL CORP 0.9%
Value ($000) $45,809 Shares 744,616 Est. Cost $44.03 Unrealized +30.6%
EXPI EXP WORLD HOLDING 0.8%
Value ($000) $44,202 Shares 3,916,885 Est. Cost $17.30 Unrealized -38.7%
CBT CABOT CORP 0.8%
Value ($000) $44,114 Shares 480,074 Est. Cost $67.52 Unrealized +38.6%
UMH UMH PROPERTIES 0.8%
Value ($000) $44,007 Shares 2,752,170 Est. Cost $14.07 Unrealized
MTRN MATERION CORP 0.8%
Value ($000) $43,598 Shares 403,199 Est. Cost $67.28 Unrealized +70.8%
CSL CARLISLE COS INC 0.8%
Value ($000) $43,189 Shares 106,584 Est. Cost $189.30 Unrealized +108.6%
NSP INSPERITY INC 0.8%
Value ($000) $42,815 Shares 469,410 Est. Cost $95.02 Unrealized +0.1%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.8%
Value ($000) $41,096 Shares 267,029 Est. Cost $84.63 Unrealized +70.4%
DPZ DOMINO'S PIZZA INC 0.8%
Value ($000) $40,484 Shares 78,407 Est. Cost $287.87 Unrealized +72.7%
SNDR SCHNEIDER NATL INC 0.7%
Value ($000) $38,166 Shares 1,579,720 Est. Cost $23.72 Unrealized -6.8%
BR BROADRIDGE FINANCIAL SOLUTIO 0.7%
Value ($000) $37,962 Shares 192,702 Est. Cost $116.49 Unrealized +65.7%
FSV FIRSTSERVICE CORP 0.7%
Value ($000) $36,935 Shares 242,407 Est. Cost $149.45 Unrealized 0.0%
CHDN CHURCHILL DOWNS 0.7%
Value ($000) $36,870 Shares 264,111 Est. Cost $116.91 Unrealized +11.6%
NXRT NEXPOINT RESIDENTIAL 0.7%
Value ($000) $35,588 Shares 900,723 Est. Cost $23.36 Unrealized
DKS DICKS SPORTING GOODS INC 0.7%
Value ($000) $35,168 Shares 163,688 Est. Cost $118.49 Unrealized +69.3%
GFL GFL ENVIRONMENTAL 0.7%
Value ($000) $35,103 Shares 901,702 Est. Cost $34.67 Unrealized -1.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.7%
Value ($000) $34,999 Shares 85,724 Est. Cost $291.39 Unrealized +43.2%
POOL POOL CORP 0.6%
Value ($000) $34,713 Shares 112,949 Est. Cost $260.27 Unrealized +35.7%
AVGO BROADCOM INC 0.6%
Value ($000) $33,905 Shares 21,118 Est. Cost $45.53 Unrealized +202.4%
KFRC KFORCE INC 0.6%
Value ($000) $33,436 Shares 538,166 Est. Cost $60.69 Unrealized +4.6%
PSMT PRICESMART INC 0.6%
Value ($000) $32,909 Shares 405,286 Est. Cost $78.29 Unrealized +2.4%
WCC WESCO INTERNATIONAL INC 0.6%
Value ($000) $32,621 Shares 205,783 Est. Cost $162.41 Unrealized +3.2%
STVN STEVANATO GROUP SPA 0.6%
Value ($000) $31,392 Shares 1,711,668 Est. Cost $20.04 Unrealized +15.6%
AESI ATLAS ENERGY SOLUTIONS INC 0.6%
Value ($000) $31,346 Shares 1,572,804 Est. Cost $19.06 Unrealized +8.1%
MTDR MATADOR RESOURCES CO 0.6%
Value ($000) $31,293 Shares 525,049 Est. Cost $55.76 Unrealized +12.6%
MORN MORNINGSTAR INC 0.6%
Value ($000) $31,055 Shares 104,968 Est. Cost $167.43 Unrealized +76.8%
MSFT MICROSOFT CORP 0.6%
Value ($000) $30,271 Shares 67,729 Est. Cost $282.59 Unrealized +47.7%
JKHY JACK HENRY & ASSOCIATES INC 0.6%
Value ($000) $29,520 Shares 177,810 Est. Cost $136.48 Unrealized +19.0%
CHAMPIONX CORP 0.5%
Value ($000) $29,158 Shares 877,986 Est. Cost $34.14 Unrealized
TRU TRANSUNION 0.5%
Value ($000) $29,154 Shares 393,116 Est. Cost $69.07 Unrealized +7.1%
NDSN NORDSON CORP COM 0.5%
Value ($000) $28,331 Shares 122,146 Est. Cost $169.39 Unrealized +45.5%
PB PROSPERITY BANCSHARES INC 0.5%
Value ($000) $28,144 Shares 460,322 Est. Cost $56.34 Unrealized +3.4%
DGX QUEST DIAGNOSTICS 0.5%
Value ($000) $27,207 Shares 198,767 Est. Cost $95.14 Unrealized +39.8%
NSSC NAPCO SECURITY TECHNOLOGIES 0.5%
Value ($000) $25,855 Shares 497,692 Est. Cost $42.56 Unrealized +4.9%
CUBE CUBESMART 0.5%
Value ($000) $25,730 Shares 569,637 Est. Cost $44.57 Unrealized
AAPL APPLE INC 0.5%
Value ($000) $24,715 Shares 117,344 Est. Cost $133.11 Unrealized +39.1%
LLY LILLY ELI & CO 0.4%
Value ($000) $23,869 Shares 26,363 Est. Cost $487.16 Unrealized +62.4%
RHP RYMAN HOSPITALITY PPTYS INC 0.4%
Value ($000) $23,590 Shares 236,234 Est. Cost $108.21 Unrealized
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $23,522 Shares 134,134 Est. Cost $112.15 Unrealized +47.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $22,695 Shares 44,565 Est. Cost $341.35 Unrealized +38.6%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $22,606 Shares 58,557 Est. Cost $207.49 Unrealized +70.9%
V VISA INC 0.4%
Value ($000) $22,603 Shares 86,118 Est. Cost $191.93 Unrealized +41.1%
WINA WINMARK CORP 0.4%
Value ($000) $22,381 Shares 63,468 Est. Cost $361.88 Unrealized -1.4%
FANG DIAMONDBACK ENERGY 0.4%
Value ($000) $21,454 Shares 107,168 Est. Cost $95.31 Unrealized +98.2%
BSY BENTLEY SYSTEMS INCORPORATED 0.4%
Value ($000) $20,977 Shares 424,970 Est. Cost $51.42 Unrealized 0.0%
HII HUNTINGTON INGALLS INDUSTRIE 0.4%
Value ($000) $20,598 Shares 83,621 Est. Cost $222.05 Unrealized +12.7%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $20,031 Shares 206,102 Est. Cost $78.24 Unrealized +16.1%
INTU INTUIT INC 0.4%
Value ($000) $19,542 Shares 29,735 Est. Cost $368.10 Unrealized +66.9%
COST COSTCO WHOLESALE 0.4%
Value ($000) $19,529 Shares 22,976 Est. Cost $360.60 Unrealized +114.6%
AMP AMERIPRISE FINANCIAL INC 0.4%
Value ($000) $19,063 Shares 44,624 Est. Cost $230.34 Unrealized +81.7%
IRMD IRADIMED CORP 0.3%
Value ($000) $18,498 Shares 420,992 Est. Cost $43.09 Unrealized -3.6%
ZTS ZOETIS INC 0.3%
Value ($000) $17,264 Shares 99,586 Est. Cost $147.77 Unrealized +10.6%
OTIS OTIS WORLDWIDE 0.3%
Value ($000) $16,840 Shares 174,945 Est. Cost $79.04 Unrealized +18.6%
ROST ROSS STORES INC 0.3%
Value ($000) $16,703 Shares 114,941 Est. Cost $120.38 Unrealized +12.8%
CABO CABLE ONE INC 0.3%
Value ($000) $16,464 Shares 46,509 Est. Cost $915.79 Unrealized -59.5%
MAR MARRIOTT INTERNATIONAL 0.3%
Value ($000) $16,311 Shares 67,465 Est. Cost $236.12 Unrealized 0.0%
MSCI MSCI INC 0.3%
Value ($000) $15,485 Shares 32,144 Est. Cost $479.23 Unrealized +1.5%
CDW CDW CORP/DE 0.3%
Value ($000) $15,416 Shares 68,872 Est. Cost $157.65 Unrealized +43.8%
SHW SHERWIN-WILLIAMS 0.3%
Value ($000) $15,120 Shares 50,664 Est. Cost $244.08 Unrealized +25.0%
STZ CONSTELLATION BRANDS INC-A 0.3%
Value ($000) $15,064 Shares 58,550 Est. Cost $221.40 Unrealized +12.2%
NEE NEXTERA ENERGY 0.3%
Value ($000) $14,949 Shares 211,114 Est. Cost $63.48 Unrealized +6.5%
EQIX EQUINIX INC 0.3%
Value ($000) $14,282 Shares 18,877 Est. Cost $623.26 Unrealized +17.5%
HD HOME DEPOT INC 0.3%
Value ($000) $14,220 Shares 41,308 Est. Cost $226.55 Unrealized +44.6%
ADP AUTO DATA PROCESSING 0.3%
Value ($000) $13,517 Shares 56,631 Est. Cost $179.60 Unrealized +31.7%
MPWR MONOLITHIC POWER SYS INC 0.3%
Value ($000) $13,443 Shares 16,361 Est. Cost $442.80 Unrealized +60.8%
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value ($000) $12,992 Shares 175,570 Est. Cost $72.04 Unrealized 0.0%
LNG CHENIERE ENERGY 0.2%
Value ($000) $11,567 Shares 66,163 Est. Cost $170.59 Unrealized -6.7%
IWR ISHARES RUSSELL MIDCAP INDEX 0.2%
Value ($000) $11,208 Shares 138,235 Est. Cost $63.04 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $11,046 Shares 36,407 Est. Cost $261.80 Unrealized +14.3%
ODFL OLD DOMINION FREIGHT LINE 0.2%
Value ($000) $10,128 Shares 57,349 Est. Cost $200.78 Unrealized -7.1%
CRM SALESFORCE.COM 0.2%
Value ($000) $9,285 Shares 36,115 Est. Cost $264.72 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $8,908 Shares 44,042 Est. Cost $175.14 Unrealized +8.0%
APH AMPHENOL CORP CLASS A 0.0%
Value ($000) $1,482 Shares 21,998 Est. Cost $47.39 Unrealized +31.3%
RMD RESMED INC 0.0%
Value ($000) $1,343 Shares 7,018 Est. Cost $132.99 Unrealized +50.4%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $1,289 Shares 4,774 Est. Cost $35.65 Unrealized +46.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $1,206 Shares 9,340 Est. Cost $116.38 Unrealized +4.6%
ARE ALEXANDRIA REAL EST REIT 0.0%
Value ($000) $1,196 Shares 10,223 Est. Cost $108.40 Unrealized -0.3%
NDAQ NASDAQ OMX GROUP 0.0%
Value ($000) $1,139 Shares 18,908 Est. Cost $55.84 Unrealized +6.1%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value ($000) $1,116 Shares 6,976 Est. Cost $176.32 Unrealized -6.6%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $1,116 Shares 3,387 Est. Cost $248.98 Unrealized +41.3%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $1,039 Shares 15,950 Est. Cost $28.15 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $1,032 Shares 27,122 Est. Cost $37.33 Unrealized -0.2%
SLB SCHLUMBERGER 0.0%
Value ($000) $958 Shares 20,305 Est. Cost $47.65 Unrealized -3.5%
CTVA CORTEVA INC 0.0%
Value ($000) $904 Shares 16,754 Est. Cost $50.44 Unrealized +7.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $893 Shares 5,596 Est. Cost $89.21 Unrealized +81.0%
IWM ISHARES TR RUSSELL 2000 INDX 0.0%
Value ($000) $636 Shares 3,136 Est. Cost $202.20 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $626 Shares 2,584 Est. Cost $235.60 Unrealized
WARPAINT LONDON PLC 0.0%
Value ($000) $497 Shares 63,987 Est. Cost $7.77 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $360 Shares 3,125 Est. Cost $57.68 Unrealized +90.9%
OZK BANK OZK 0.0%
Value ($000) $355 Shares 8,666 Est. Cost $29.71 Unrealized +36.7%
AMT AMERICAN TOWER 0.0%
Value ($000) $280 Shares 1,438 Est. Cost $155.40 Unrealized +13.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $267 Shares 1,828 Est. Cost $59.66 Unrealized +137.1%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $263 Shares 2,533 Est. Cost $59.47 Unrealized +74.5%
BLACKROCK INC 0.0%
Value ($000) $240 Shares 305 Est. Cost $626.18 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $237 Shares 635 Est. Cost $415.13 Unrealized -20.5%
ABBV ABBVIE INC 0.0%
Value ($000) $227 Shares 1,323 Est. Cost $28.53 Unrealized +450.7%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $223 Shares 3,560 Est. Cost $67.70 Unrealized -8.4%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $206 Shares 1,577 Est. Cost $102.02 Unrealized