Fund Holdings — Copeland Capital Management, LLC

Total Portfolio Value
$4.50B
Total Bought
$417.42M
Total Sold
$706.83M
Net Transaction
-$289.41M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SERVISFIRST BANCSHARES INC(SFBS)0753,526+753,526054,8791.22%+54,879
PEGASYSTEMS INC(PEGA)01,123,518+1,123,518047,8171.06%+47,817
POWER INTEGRATIONS INC(POWI)1,173,9071,321,789+147,88241,72167,6761.50%+25,955
LEMAITRE VASCULAR INC(LMAT)888,977870,692-18,28572,09695,0542.11%+22,957
EXCELERATE ENERGY INC CL A COM(EE)1,092,9651,584,618+491,65330,65852,9581.18%+22,300
MATADOR RES CO(MTDR)1,426,5051,304,451-122,05460,54182,4151.83%+21,874
VERALTO CORP COM SHS(VLTO)0247,090+247,090021,8480.49%+21,848
NAPCO SEC TECHNOLOGIES INC(NSSC)1,420,7922,009,089+588,29759,24779,1381.76%+19,891
ALAMO GROUP INC62,728181,465+118,73710,53029,9360.67%+19,406
PERDOCEO ED CORP(PRDO)1,716,8501,854,135+137,28550,35568,9921.53%+18,637
TD SYNNEX CORPORATION(SNX)0105,862+105,862017,8600.40%+17,860
COGNEX CORP(CGNX)1,407,9941,393,446-14,54850,66068,2651.52%+17,605
PRICESMART INC(PSMT)653,408638,913-14,49580,15496,1572.14%+16,003
LITTELFUSE INC(LFUS)300,113263,396-36,71775,90589,3841.99%+13,479
TURNING PT BRANDS INC(TPB)204,188407,208+203,02022,13435,3420.79%+13,208
VERTIV HOLDINGS(VRT)5,57456,076+50,50290314,0520.31%+13,148
PATRICK INDS INC(PATK)478,999563,507+84,50851,93862,5891.39%+10,651
WABTEC(WAB)4,85846,707+41,8491,03711,6730.26%+10,636
EBAY INC.(EBAY)11,797127,440+115,6431,02811,6000.26%+10,572
LAM RESEARCH(LRCX)5,44152,112+46,67193111,1340.25%+10,203
ARES MANAGEMENT(ARES)087,149+87,14909,5080.21%+9,508
ACUITY INC(AYI)031,768+31,76808,9020.20%+8,902
ECOLAB INC(ECL)033,115+33,11508,8090.20%+8,809
KULICKE & SOFFA INDS INC(KLIC)1,477,3651,151,020-326,34567,30975,6451.68%+8,336
STANDEX INTL CORP(SXI)245,843240,792-5,05153,41761,3691.36%+7,952
ENSIGN GROUP INC(ENSG)641,400593,425-47,975111,732119,5752.66%+7,843
AZZ INC466,140458,144-7,99649,96157,3281.27%+7,367
CLEAR SECURE INC COM CL A(YOU)2,237,0261,755,852-481,17478,47585,0011.89%+6,526
HEALTHSTREAM INC(HSTM)887,5531,276,739+389,18620,47626,4410.59%+5,965
KFORCE INC(KFRC)439,811666,331+226,52013,59919,4840.43%+5,885
LANDSTAR SYS INC(LSTR)381,235377,389-3,84654,78460,4991.35%+5,716
ESQUIRE FINL HLDGS INC(ESQ)265,550304,647+39,09727,10532,7500.73%+5,645
NEW YORK TIMES CO CL A(NYT)451,811439,488-12,32331,36536,7980.82%+5,434
ALPHABET(GOOG)68,27292,677+24,40521,36926,6500.59%+5,281
ENCOMPASS HEALTH(EHC)764,703892,823+128,12081,16686,3631.92%+5,197
BENTLEY SYS INC COM CL B(BSY)502,202687,682+185,48019,16724,1510.54%+4,985
HEXCEL CORP NEW(HXL)942,114920,959-21,15569,62274,5331.66%+4,911
ORACLE CORP(ORCL)030,979+30,97904,5570.10%+4,557
AAON INC799,977787,617-12,36060,99865,1751.45%+4,177
APPLE INC(AAPL)86,082108,275+22,19323,40227,4790.61%+4,077
NVENT ELECTRIC PLC(NVT)282,078274,841-7,23728,76332,5080.72%+3,745
DT MIDSTREAM INC COMMON STOCK(DTM)245,257239,039-6,21829,35232,1910.72%+2,839
QUEST DIAGNOSTICS INC(DGX)159,637155,348-4,28927,70230,4450.68%+2,743
CHENIERE ENERGY INC COM NEW(LNG)37,22334,606-2,6177,2369,8200.22%+2,584
NORDSON CORP(NDSN)116,316113,657-2,65927,96630,2400.67%+2,274
ROSS STORES INC(ROST)86,12081,155-4,96515,51417,5810.39%+2,067
CASEYS GEN STORES(CASY)74,45758,972-15,48541,15442,9240.95%+1,770
TERRENO RLTY CORP(TRNO)987,395969,753-17,64257,97059,5621.32%+1,592
WYNDHAM HOTELS & RESORTS INC(WH)337,749333,055-4,69425,52027,0540.60%+1,534
U S PHYSICAL THERAPY(USPH)786,114836,831+50,71761,38862,7291.39%+1,341
BWX TECHNOLOGIES INC(BWXT)52,53150,947-1,5849,07910,4180.23%+1,339
APTARGROUP INC135,753140,932+5,17916,55717,7600.39%+1,204
INTUIT(INTU)22,02536,496+14,47114,59115,7800.35%+1,190
WINMARK CORP(WINA)66,13564,947-1,18826,78127,7680.62%+987
POPULAR INC COM NEW(BPOP)06,701+6,70108990.02%+899
COSTCO WHSL(COST)11,58110,871-7109,98710,8320.24%+845
MOTOROLA SOLUTIONS INC(MSI)33,84831,794-2,05412,97513,7980.31%+823
CARLISLE COS INC(CSL)74,28873,534-75423,76224,5330.55%+771
MICROSOFT CORP(MSFT)50,29967,559+17,26024,32625,0080.56%+682
RELIANCE INC(RS)130,776126,329-4,44737,77738,3940.85%+617
MSA SAFETY INC(MSA)178,035176,737-1,29828,51128,9760.64%+465
MATERION CORP(MTRN)304,939265,247-39,69237,91038,3680.85%+458
DIAMONDBACK ENERGY INC(FANG)6,9826,744-2381,0501,3340.03%+284
AMERICAN WTR WKS CO INC NEW7,2088,761+1,5539411,1920.03%+252
EAST WEST BANCORP INC(EWBC)02,065+2,06502200.00%+220
CORTEVA INC(CTVA)13,20712,831-3768851,0740.02%+189
EXXON MOBIL CORP3,1253,12503765300.01%+154
DUPONT DE NEMOURS INC(DD)03,248+3,24801490.00%+149
IRON MTN INC DEL(IRM)1,0752,091+1,016892140.00%+124
NEXTERA ENERGY INC(NEE)10,0679,704-3638089010.02%+93
MARUWA CO LTD(MAWAF)06,692+6,6920910.00%+91
BARNES & NOBLE ED INC COM NEW(BNED)08,281+8,2810730.00%+73
HUNT J B TRANS SVCS INC(JBHT)6,6426,427-2151,2911,3620.03%+71
INTERFACE INC(TILE)02,796+2,7960700.00%+70
JOHNSON & JOHNSON(JNJ)1,8281,810-183784420.01%+64
RESMED INC(RMD)4,2734,829+5561,0291,0840.02%+55
WILLIAMS SONOMA INC(WSM)5,1115,280+1699139630.02%+50
RANGER ENERGY SVCS INC COM CL(RNGR)4,0255,766+1,74156990.00%+43
RCI HOSPITALITY HLDGS INC(RICK)1,4893,305+1,81635750.00%+40
ENERGY SVCS ACQUISITION CORP(ESOA)6,4506,885+43553900.00%+38
KOPPERS HOLDINGS INC(KOP)2,0302,190+16055850.00%+30
RILEY EXPLORATION PERMIAN INC(REPX)2,2392,325+8659850.00%+26
UFP INDUSTRIES INC(UFPI)434,821430,026-4,79539,59139,6140.88%+23
OIL DRI CORP AMER(ODC)1,0951,177+8254770.00%+23
GORMAN RUPP CO(GRC)1,2911,341+5062830.00%+22
ROCKWELL AUTOMATION INC(ROK)054+540190.00%+19
ATN INTL INC(ATNI)2,8273,029+20264820.00%+18
ITURAN LOCATION AND CONTROL
SHS
1,8711,997+12680980.00%+17
COVENANT LOGISTICS GROUP INC C(CVLG)4,4874,281-206991160.00%+17
CHATHAM LODGING TR(CLDT)10,33311,070+73770870.00%+17
KARAT PACKAGING INC(KRT)2,0632,239+17647630.00%+16
ESPEY MFG & ELECTRS CORP(ESP)1,2931,387+9461770.00%+16
PFIZER INC(PFE)4,9834,98301241400.00%+16
WHITESTONE REIT5,3275,533+20674890.00%+15
GE VERNOVA INC(GEV)6464042560.00%+14
FLEXSTEEL INDS INC(FLXS)1,5041,618+11459730.00%+13
SANDRIDGE ENERGY INC COM NEW(SD)3,6203,910+29052640.00%+12
REGENERON PHARMACEUTICALS(REGN)1,4361,449+131,1081,1200.02%+11
OTIS WORLDWIDE CORP(OTIS)2,9263,460+5342562670.01%+11
PLUMAS BANCORP(PLBC)1,4181,520+10263740.00%+11
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Copeland Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail