Fund Holdings — Copeland Capital Management, LLC

Total Portfolio Value
$4.80B
Total Bought
$337.18M
Total Sold
$652.70M
Net Transaction
-$315.52M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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AAON INC0728,124+728,124068,0361.42%+68,036
CARETRUST REIT INC(CTRE)380,5881,716,101+1,335,51311,64659,5141.24%+47,868
PERDOCEO ED CORP(PRDO)0942,565+942,565035,4970.74%+35,497
KBR INC(KBR)0711,907+711,907033,6660.70%+33,666
DT MIDSTREAM INC COMMON STOCK(DTM)0258,595+258,595029,2370.61%+29,237
UNITED STS LIME & MINERALS INC(USLM)0151,396+151,396019,9160.41%+19,916
COGNEX CORP(CGNX)1,573,5301,504,817-68,71349,91268,1681.42%+18,256
NAPCO SEC TECHNOLOGIES INC(NSSC)1,585,6841,497,512-88,17247,07964,3181.34%+17,239
APTARGROUP INC0125,733+125,733016,8060.35%+16,806
AZZ INC0144,529+144,529015,7720.33%+15,772
BOOKING HOLDINGS INC(BKNG)02,063+2,063011,1390.23%+11,139
ALPHABET INC CAP STK CL A(GOOG)38,80371,343+32,5406,83817,3440.36%+10,505
VALMONT INDS INC(VMI)231,933222,154-9,77975,74386,1371.79%+10,394
CLEAR SECURE INC COM CL A(YOU)2,474,3302,356,668-117,66268,68778,6661.64%+9,978
MATERION CORP(MTRN)465,746372,848-92,89836,96645,0440.94%+8,078
PRICESMART INC(PSMT)725,844688,593-37,25176,24383,4511.74%+7,208
WINMARK CORP(WINA)73,50169,603-3,89827,75534,6470.72%+6,892
LITTELFUSE INC(LFUS)333,199317,171-16,02875,54682,1511.71%+6,604
KULICKE & SOFFA INDS INC(KLIC)1,645,5081,560,061-85,44756,93563,4011.32%+6,466
WESCO INTL INC(WCC)402,907383,316-19,59174,61981,0711.69%+6,453
NEXSTAR MEDIA GROUP INC COMMON(NXST)416,979396,779-20,20072,11778,4591.63%+6,343
PHILIP MORRIS INTL INC(PM)032,585+32,58505,2850.11%+5,285
BRUNSWICK CORP(BC)1,008,883958,866-50,01755,73160,6391.26%+4,908
BROWN & BROWN INC(BRO)49,473108,103+58,6305,48510,1390.21%+4,654
CHESAPEAKE UTILS CORP(CPK)531,381505,041-26,34063,88368,0241.42%+4,141
APPLE INC(AAPL)95,05190,808-4,24319,50223,1230.48%+3,621
HEXCEL CORP NEW(HXL)1,038,683993,052-45,63158,67562,2641.30%+3,589
IRADIMED CORP(IRMD)457,919433,500-24,41927,37930,8480.64%+3,469
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)77,33073,785-3,54517,51520,6070.43%+3,093
WILLSCOT HLDGS CORP COM CL A(WSC)874,0351,279,936+405,90123,94927,0190.56%+3,071
ROYAL GOLD INC(RGLD)148,794147,115-1,67926,46229,5080.61%+3,047
MONOLITHIC PWR SYS INC(MPWR)21,50320,305-1,19815,72718,6950.39%+2,968
AMPHENOL CORP NEW CL A156,512147,427-9,08515,45618,2440.38%+2,789
UTZ BRANDS INC COM CL A(UTZ)2,826,9363,131,099+304,16335,47838,0430.79%+2,565
PATRICK INDS INC(PATK)410,343388,308-22,03537,86240,1630.84%+2,300
FIRSTSERVICE CORP NEW SUB VTG352,369335,072-17,29761,53163,8281.33%+2,297
DICKS SPORTING GOODS INC(DKS)148,240142,039-6,20129,32431,5640.66%+2,240
U S PHYSICAL THERAPY(USPH)888,735843,981-44,75469,49971,6961.49%+2,197
MORGAN STANLEY COM NEW(MS)167,531159,764-7,76723,59925,3960.53%+1,798
ROSS STORES INC(ROST)93,93089,758-4,17211,98413,6780.29%+1,695
QUAKER HOUGHTON(KWR)430,402378,519-51,88348,17949,8701.04%+1,691
SHOE CARNIVAL INC(SHOE)1,718,1011,624,827-93,27432,14633,7800.70%+1,634
BOOZ ALLEN HAMILTON HLDG CORP318,861344,650+25,78933,20334,4480.72%+1,245
POOL CORP(POOL)82,83981,519-1,32024,14625,2770.53%+1,131
ESQUIRE FINL HLDGS INC(ESQ)244,861238,022-6,83923,17924,2910.51%+1,113
LAM RESEARCH CORP COM NEW(LRCX)07,216+7,21609660.02%+966
JPMORGAN CHASE & CO.(JPM)67,20464,047-3,15719,48320,2020.42%+719
HOME DEPOT INC(HD)33,47931,951-1,52812,27512,9460.27%+671
MOTOROLA SOLUTIONS INC(MSI)36,41034,753-1,65715,30915,8930.33%+584
QUEST DIAGNOSTICS INC(DGX)176,264168,375-7,88931,66232,0890.67%+427
NORDSON CORP(NDSN)130,642125,096-5,54628,00628,3910.59%+385
WABTEC(WAB)01,208+1,20802420.01%+242
COMFORT SYS USA INC(FIX)1,9981,479-5191,0711,2200.03%+149
VULCAN MATLS CO(VMC)3,7803,677-1039861,1310.02%+145
ONESPAN INC(OSPN)4,92010,204+5,284821620.00%+80
STRAWBERRY FIELDS REIT INC(STRW)06,300+6,3000770.00%+77
KAROOOOO LTD ORD SHS(KARO)01,329+1,3290760.00%+76
OIL DRI CORP AMER(ODC)01,095+1,0950670.00%+67
ENERGY SVCS ACQUISITION CORP(ESOA)06,450+6,4500670.00%+67
LEMAITRE VASCULAR INC(LMAT)990,037940,328-49,70982,22382,2881.71%+66
INTL GNRL INSURANCE HLDNGS LTD
SHS
02,765+2,7650640.00%+64
ATN INTL INC(ATNI)04,280+4,2800640.00%+64
ABBVIE INC(ABBV)1,3081,30802433030.01%+60
JOHNSON & JOHNSON(JNJ)1,8281,82802793390.01%+60
REPOSITRAK INC COM NEW(TRAK)03,649+3,6490540.00%+54
STEWART INFORMATION SVCS CORP(STC)5691,119+55037820.00%+45
WILLIAMS SONOMA INC(WSM)1,0991,104+51802160.00%+36
COVENANT LOGISTICS GROUP INC C(CVLG)3,4825,492+2,010841190.00%+35
BLACKROCK INC(BLK)29829803133470.01%+35
GE AEROSPACE COM NEW(GE)79079002032380.00%+34
EASTGROUP PPTYS INC(EGP)1,1751,355+1801962290.00%+33
WHITESTONE REIT2,7945,327+2,53335650.00%+31
ALPHABET INC CAP STK CL C(GOOG)4204200751020.00%+28
ALLSTATE CORP(ALL)4,5994,431-1689269510.02%+26
DISNEY WALT CO(DIS)0218+2180250.00%+25
STANDEX INTL CORP(SXI)420,164310,387-109,77765,74765,7711.37%+24
NATIONAL HEALTHCARE CORP(NHC)611723+11265880.00%+22
GLOBAL INDUSTRIAL COMPANY2,2382,217-2160810.00%+21
SS&C TECHNOLOGIES HLDGS INC(SSNC)2,7042,719+152242410.01%+17
GORMAN RUPP CO(GRC)1,8581,840-1868850.00%+17
CONSOLIDATED WATER CO INC
ORD
3,2323,201-31971130.00%+16
EXXON MOBIL CORP3,1253,12503373520.01%+15
TURNING PT BRANDS INC(TPB)690683-752680.00%+15
EBAY INC.(EBAY)14,73512,215-2,5201,0971,1110.02%+14
INVESTAR HLDG CORP(ISTR)3,4923,459-3367800.00%+13
ITURAN LOCATION AND CONTROL
SHS
1,4031,871+46854670.00%+12
SYNCHRONY FINANCIAL(SYF)2,6282,62801751870.00%+11
EXP WORLD HLDGS INC(AGNT)6,3216,260-6158670.00%+9
J JILL INC(JILL)3,8493,813-3656650.00%+9
WINNEBAGO INDS INC(WGO)2,1662,147-1963720.00%+9
NEXTERA ENERGY INC(NEE)11,42610,614-8127938010.02%+8
RANGER ENERGY SVCS INC COM CL(RNGR)4,0644,025-3949570.00%+8
KERRY GROUP PLC SPONSORED ADR083+83070.00%+7
SEI INVTS CO(SEIC)135221+8612190.00%+7
BANK7 CORP(BSVN)1,6011,586-1567730.00%+6
PFIZER INC(PFE)4,9834,98301211270.00%+6
ELANCO ANIMAL HEALTH INC(ELAN)983983014200.00%+6
TECHTRONIC INDS LTD SPONSORED653653036420.00%+6
GE VERNOVA INC(GEV)6464034390.00%+5
TJX COS INC NEW(TJX)258258032370.00%+5
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Copeland Capital Management, LLC — 13F Holdings — Q3 2025 | TickerTrail