CDCRX
Copeland Dividend Growth Fund
Copeland Trust

Allocation breakdown

As of February 28, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of February 28, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Services-Prepackaged Software 5.53%
Semiconductors & Related Devices 4.98%
Services-Computer Programming, Data Processing, Etc. 1.82%
Radio & Tv Broadcasting & Communications Equipment 1.81%
Electronic Connectors 1.79%
Electronic Computers 1.69%
Electronic Components, NEC 1.67%
Communications Equipment, NEC 1.27%
Services-Computer Integrated Systems Design 1.27%
Services-Computer Processing & Data Preparation 1.07%
Electronic Components & Accessories 0.77%
Services-Business Services, NEC 5.45%
Retail-Family Clothing Stores 1.87%
Retail-Variety Stores 1.75%
Hotels & Motels 1.52%
Retail-Home Furniture, Furnishings & Equipment Stores 1.34%
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments 1.30%
Retail-Eating Places 1.28%
Services-Consumer Credit Reporting, Collection Agencies 1.26%
Investment Advice 3.67%
Security Brokers, Dealers & Flotation Companies 1.91%
National Commercial Banks 1.88%
Mineral Royalty Traders 1.45%
Life Insurance 1.40%
Fire, Marine & Casualty Insurance 1.40%
Security & Commodity Brokers, Dealers, Exchanges & Services 1.36%
State Commercial Banks 1.17%
Insurance Agents, Brokers & Service 0.83%
Special Industry Machinery, NEC 1.90%
Wholesale-Electrical Apparatus & Equipment, Wiring Supplies 1.84%
Railroad Equipment 1.63%
Wholesale-Drugs, Proprietaries & Druggists' Sundries 1.58%
Fabricated Structural Metal Products 1.40%
Services-Educational Services 1.30%
Wholesale-Misc Durable Goods 1.19%
Wholesale-Groceries & Related Products 1.13%
Transportation Services 0.94%
Pharmaceutical Preparations 3.04%
Services-Skilled Nursing Care Facilities 1.54%
Surgical & Medical Instruments & Apparatus 1.45%
Services-Hospitals 1.45%
Orthopedic, Prosthetic & Surgical Appliances & Supplies 1.27%
Electric Services 2.91%
Water Supply 1.47%
Refuse Systems 1.29%
Natural Gas Distribution 1.22%
Newspapers: Publishing or Publishing & Printing 1.90%
Television Broadcasting Stations 1.77%
Cigarettes 1.55%
Agricultural Production-Crops 1.24%
Real Estate Investment Trusts 2.64%
Crude Petroleum & Natural Gas 1.41%
Mining & Quarrying of Nonmetallic Minerals (No Fuels) 1.29%
Unclassified 5.14%

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