CSDGX
Copeland SMID Cap Dividend Growth Fund
Copeland Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NORDSON CORP 0 8,708 8,708 1.73% $2.56M
NAPCO SECURITY TECHNOLOGIES INC 0 47,305 47,305 1.49% $2.20M
US PHYSICAL THERAPY INC 0 23,369 23,369 1.31% $1.94M
SERVISFIRST BANCSHARES INC 0 21,796 21,796 1.20% $1.77M
CONCENTRIX CORP 0 36,113 36,113 0.80% $1.18M
VERALTO CORP 0 11,825 11,825 0.78% $1.15M
PEGASYSTEMS INC 0 16,560 16,560 0.49% $724.17K
TETRA TECH INC 0 15,706 15,706 0.38% $562.90K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
FACTSET RESEARCH SYSTEMS INC 8,360 0 -8,360 0.00% -$2.32M
AIR LEASE CORP CL A 25,051 0 -25,051 0.00% -$1.60M
QUAKER HOUGHTON 7,145 0 -7,145 0.00% -$984.94K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
WINGSTOP INC 7,133 9,028 1,895 1.59% $454.54K
RELIANCE STEEL and ALUMINUM CO 4,617 7,236 2,619 1.55% $994.35K
CARLISLE COS INC 5,196 5,706 510 1.53% $599.87K
POWER INTEGRATIONS INC 24,173 42,965 18,792 1.39% $1.25M
FIRSTSERVICE-WI 7,428 12,607 5,179 1.35% $821.40K
JACK HENRY 11,116 12,166 1,050 1.34% $36.97K
PERDOCEO EDUCATION CORP 38,866 58,693 19,827 1.33% $870.72K
BENTLEY SYSTEM-B 50,977 53,116 2,139 1.31% -$197.61K
KBR INC 39,703 42,389 2,686 1.21% $153.53K
PATRICK INDUSTRIES INC 10,219 12,340 2,121 1.03% $421.67K
BOOZ ALLEN HAMILTON HLDG CL A 6,694 19,146 12,452 1.02% $950.60K
NT-INST TRSR-PRM 1,107,424 1,499,193 391,770 1.02% $391.77K
KINSALE CAPITAL GROUP INC 3,072 3,517 445 0.93% $188.06K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CLEAR SECURE INC 94,277 74,040 -20,237 2.44% $254.47K
WESCO INTL 22,314 12,294 -10,020 2.41% -$2.41M
ENSIGN GROUP INC 21,999 14,970 -7,029 2.17% -$875.57K
VALMONT INDUSTRIES INC 11,933 6,584 -5,349 2.05% -$1.90M
TRAVEL+LEISURE CO 46,971 39,059 -7,912 1.95% -$342.62K
PRICESMART INC 23,736 18,573 -5,163 1.94% -$50.14K
AAON INC 38,380 27,275 -11,105 1.87% -$827.53K
LITTELFUSE INC 12,862 7,810 -5,052 1.86% -$540.22K
HEXCEL CORPORATION 57,896 28,319 -29,577 1.78% -$1.79M
MATADOR RESOURCES COMPANY 62,815 50,789 -12,026 1.77% -$52.80K
NEW YORK TIMES CO CL A 42,085 32,652 -9,433 1.76% -$109.18K
DT MIDSTREAM INC 28,070 18,681 -9,389 1.76% -$815.71K
LEMAITRE VASCULAR INC 40,799 23,756 -17,043 1.74% -$814.35K
NVENT ELECTRIC 25,933 21,560 -4,373 1.73% -$229.99K
CASEY'S GENERAL 4,781 3,714 -1,067 1.72% -$181.09K
CARETRUST REIT INC 78,283 61,292 -16,991 1.69% -$448.28K
COGNEX CORP 58,852 45,655 -13,197 1.68% $241.37K
ENCOMPASS HEALTH CORP 30,699 22,978 -7,721 1.68% -$1.09M
ROYAL GOLD INC 13,187 8,116 -5,071 1.65% -$254.94K
QUEST DIAGNOSTICS INC 19,365 11,462 -7,903 1.64% -$1.23M
KULICKE and SOFFA INDUSTRIES INC 62,587 34,619 -27,968 1.63% -$409.66K
STERIS PLC 15,915 9,413 -6,502 1.61% -$1.86M
TERRENO REALTY CORP 43,645 33,937 -9,708 1.52% -$498.59K
BRUNSWICK CORP 28,682 27,982 -700 1.51% $331.76K
NEXSTAR MEDIA GROUP INC 14,628 8,845 -5,783 1.50% -$590.35K
AZZ INC 20,015 16,264 -3,751 1.50% $101.60K
CHESAPEAKE UTILITIES CORP 20,809 16,264 -4,545 1.50% -$682.28K
STANDEX INTL CORP 10,539 8,196 -2,343 1.45% -$436.39K
HOME BANCSHARES INC 100,028 78,183 -21,845 1.45% -$659.88K
BROOKFIELD INFRA 51,402 42,736 -8,666 1.44% -$214.83K
UNIVERSAL DISPLAY CORP 29,519 19,960 -9,559 1.44% -$1.38M
TRANSUNION 34,332 27,021 -7,311 1.44% -$797.44K
RYMAN HOSPITALITY PPTYS INC 25,676 21,323 -4,353 1.43% -$344.61K
DICKS SPORTING GOODS INC 12,884 10,119 -2,765 1.40% -$600.92K
LANDSTAR SYSTEM INC 13,047 12,422 -625 1.37% $317.10K
GFL ENVIRONM-SUB 77,685 45,142 -32,543 1.35% -$1.54M
PROSPERITY BNCSH 33,539 27,862 -5,677 1.33% -$343.82K
UNIFIRST CORP/MA 12,658 8,084 -4,574 1.29% -$285.85K
DOMINOS PIZZA INC 5,869 4,543 -1,326 1.24% -$634.21K
HAMILTON LANE INC - A 20,673 17,032 -3,641 1.21% -$774.77K
PRIMERICA INC 9,014 6,979 -2,035 1.20% -$549.19K
CHEMED CORP 4,484 4,300 -184 1.19% -$206.28K
MORNINGSTAR INC 9,824 9,477 -347 1.18% -$375.17K
CHURCHILL DOWNS INC 23,648 18,306 -5,342 1.14% -$896.89K
COHEN & STEERS 32,453 25,036 -7,417 1.13% -$378.49K
APTARGROUP INC 14,575 10,949 -3,626 1.07% -$244.75K
UFP INDUSTRIES INC 19,283 14,599 -4,684 1.02% -$290.74K
POOL CORP 5,875 5,707 -168 0.88% -$134.63K
BWX TECHNOLOGIES INC 6,905 3,778 -3,127 0.53% -$456.97K

No positions in this category.

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