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Holdings (Monthly) Guide ↗

Copeland SMID Cap Dividend Growth Fund

· Copeland Trust
Monthly Holdings $148M AUM 70 positions Period Feb 2026 Filed Apr 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Clear Secure Inc 18467V109 Feb 2026 74,040 $3.6M 2.44% EC
2 Wesco International, Inc. 95082P105 Feb 2026 12,294 $3.6M 2.41% EC
3 Ensign Group Inc 29358P101 Feb 2026 14,970 $3.2M 2.17% EC
4 Valmont Industries, Inc. 920253101 Feb 2026 6,584 $3.0M 2.05% EC
5 Travel Plus Leisure Co 894164102 Feb 2026 39,059 $2.9M 1.95% EC
6 Pricesmart Inc 741511109 Feb 2026 18,573 $2.9M 1.94% EC
7 Aaon Inc 000360206 Feb 2026 27,275 $2.8M 1.87% EC
8 Littelfuse Inc. 537008104 Feb 2026 7,810 $2.8M 1.86% EC
9 Hexcel Corporation 428291108 Feb 2026 28,319 $2.6M 1.78% EC
10 Matador Resources Company 576485205 Feb 2026 50,789 $2.6M 1.77% EC
11 The New York Times Company 650111107 Feb 2026 32,652 $2.6M 1.76% EC
12 DT Midstream Inc 23345M107 Feb 2026 18,681 $2.6M 1.76% EC
13 Lemaitre Vascular Inc. 525558201 Feb 2026 23,756 $2.6M 1.74% EC
14 Nordson Corp 655663102 Feb 2026 8,708 $2.6M 1.73% EC
15 NVent Electric PLC G6700G107 Feb 2026 21,560 $2.6M 1.73% EC
16 Casey'S General Stores Inc. 147528103 Feb 2026 3,714 $2.5M 1.72% EC
17 Caretrust Reit Inc 14174T107 Feb 2026 61,292 $2.5M 1.68% EC
18 Cognex Corp 192422103 Feb 2026 45,655 $2.5M 1.68% EC
19 Encompass Health Corporation 29261A100 Feb 2026 22,978 $2.5M 1.68% EC
20 Royal Gold, Inc. 780287108 Feb 2026 8,116 $2.4M 1.65% EC
21 Quest Diagnostics Incorporated 74834L100 Feb 2026 11,462 $2.4M 1.64% EC
22 Kulicke and Soffa Industries, Inc. 501242101 Feb 2026 34,619 $2.4M 1.63% EC
23 Steris PLC G8473T100 Feb 2026 9,413 $2.4M 1.61% EC
24 Wingstop Inc 974155103 Feb 2026 9,028 $2.3M 1.59% EC
25 Reliance Inc 759509102 Feb 2026 7,236 $2.3M 1.55% EC
26 Carlisle Companies Inc. 142339100 Feb 2026 5,706 $2.3M 1.52% EC
27 Terreno Realty Corporation 88146M101 Feb 2026 33,937 $2.2M 1.52% EC
28 Brunswick Corporation 117043109 Feb 2026 27,982 $2.2M 1.51% EC
29 Nexstar Media Group Inc 65336K103 Feb 2026 8,845 $2.2M 1.50% EC
30 AZZ Inc 002474104 Feb 2026 16,264 $2.2M 1.50% EC
31 Chesapeake Utilities Corporation 165303108 Feb 2026 16,264 $2.2M 1.50% EC
32 NAPCO Security Technologies Inc. 630402105 Feb 2026 47,305 $2.2M 1.49% EC
33 Standex International Corp 854231107 Feb 2026 8,196 $2.1M 1.45% EC
34 Home BancShares Inc. 436893200 Feb 2026 78,183 $2.1M 1.45% EC
35 Brookfield Infrastructure Corporation 11276H106 Feb 2026 42,736 $2.1M 1.44% EC
36 Universal Display Corp. 91347P105 Feb 2026 19,960 $2.1M 1.44% EC
37 TransUnion 89400J107 Feb 2026 27,021 $2.1M 1.44% EC
38 Ryman Hospitality Properties Inc 78377T107 Feb 2026 21,323 $2.1M 1.42% EC
39 Dick's Sporting Goods, Inc. 253393102 Feb 2026 10,119 $2.1M 1.39% EC
40 Power Integrations Inc. 739276103 Feb 2026 42,965 $2.1M 1.39% EC
41 Landstar System Inc. 515098101 Feb 2026 12,422 $2.0M 1.37% EC
42 GFL Environmental Inc. 36168Q104 Feb 2026 45,142 $2.0M 1.35% EC
43 FirstService Corp. 33767E202 Feb 2026 12,607 $2.0M 1.34% EC
44 Henry Jack & Associates Inc. 426281101 Feb 2026 12,166 $2.0M 1.34% EC
45 Prosperity Bancshares Inc 743606105 Feb 2026 27,862 $2.0M 1.33% EC
46 Perdoceo Education Corp. 71363P106 Feb 2026 58,693 $2.0M 1.32% EC
47 Bentley Systems Incorporated 08265T208 Feb 2026 53,116 $1.9M 1.31% EC
48 US Physical Therapy Inc 90337L108 Feb 2026 23,369 $1.9M 1.31% EC
49 Unifirst Corp 904708104 Feb 2026 8,084 $1.9M 1.28% EC
50 Dominos Pizza Inc. 25754A201 Feb 2026 4,543 $1.8M 1.24% EC
51 KBR Inc 48242W106 Feb 2026 42,389 $1.8M 1.21% EC
52 Hamilton Lane Inc 407497106 Feb 2026 17,032 $1.8M 1.21% EC
53 Primerica, Inc. 74164M108 Feb 2026 6,979 $1.8M 1.20% EC
54 ServisFirst Bancshares Inc. 81768T108 Feb 2026 21,796 $1.8M 1.19% EC
55 Chemed Corporation 16359R103 Feb 2026 4,300 $1.8M 1.19% EC
56 Morningstar Inc 617700109 Feb 2026 9,477 $1.7M 1.17% EC
57 Churchill Downs Inc 171484108 Feb 2026 18,306 $1.7M 1.14% EC
58 Cohen And Steers Inc. 19247A100 Feb 2026 25,036 $1.7M 1.13% EC
59 Aptargroup Inc. 038336103 Feb 2026 10,949 $1.6M 1.06% EC
60 Patrick Industries Inc. 703343103 Feb 2026 12,340 $1.5M 1.03% EC
61 Booz Allen Hamilton Holding Corp. 099502106 Feb 2026 19,146 $1.5M 1.02% EC
62 UFP Industries Inc 90278Q108 Feb 2026 14,599 $1.5M 1.02% EC
63 Northern Institutional Funds 665279873 Feb 2026 1,499,193 $1.5M 1.01% STIV
64 Kinsale Capital Group Inc 49714P108 Feb 2026 3,517 $1.4M 0.93% EC
65 Pool Corporation 73278L105 Feb 2026 5,707 $1.3M 0.88% EC
66 Concentrix Corp. 20602D101 Feb 2026 36,113 $1.2M 0.80% EC
67 Veralto Corp. 92338C103 Feb 2026 11,825 $1.2M 0.78% EC
68 BWX Technologies Inc. 05605H100 Feb 2026 3,778 $778K 0.53% EC
69 Pegasystems Inc 705573103 Feb 2026 16,560 $724K 0.49% EC
70 Tetra Tech Inc 88162G103 Feb 2026 15,706 $563K 0.38% EC