Titelia

Holdings of Copeland Capital Management, LLC

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Net assets
-
Positions
240 in 7 countries
Top ten
21.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Karat Packaging Inc 2,23962.5K $
202Stepan Co 1,23361.6K $
203GE Vernova Inc 6455.9K $
204Cricut Inc 14,57754.5K $
205Immersion Corp 8,81648.1K $
206J Jill Inc 4,10947.1K $
207Techtronic Industries Co Ltd 71746.7K $
208Hackett Group Inc/The 3,57346.5K $
209Meta Platforms Inc 8045.8K $
210Townsquare Media Inc 8,08443.9K $
211Church & Dwight Co Inc 45042K $
212Ridgepost Capital Inc 5,70541.4K $
213TJX Cos Inc/The 21133.7K $
214ReposiTrak Inc 4,02630.6K $
215Goldman Sachs Group Inc/The 3428.8K $
216Rollins Inc 45924.5K $
217FactSet Research Systems Inc 11124.1K $
218Bank First Corp 17824K $
219Wells Fargo & Co 25820.5K $
220Lifevantage Corp 4,71220.4K $
221Rockwell Automation Inc 5419.4K $
222Bank OZK 37917.4K $
223SEI Investments Co 22117.3K $
224AT&T Inc 55216K $
225State Street Corp 9011.4K $
226General Dynamics Corp 2910K $
227Hoya Corp 599.8K $
228Tencent Holdings Ltd 1499.2K $
229Element Solutions Inc 2287.8K $
230Novo Nordisk A/S 1866.8K $
231Kerry Group PLC 836.5K $
232Stryker Corp 175.6K $
233CRA International Inc 315K $
234Northern Oil & Gas Inc 431.3K $
235Snap-on Inc 31.1K $
236Capital One Financial Corp 5912 $
237Chord Energy Corp 5710 $
238Coterra Energy Inc 20702 $
239Interparfums Inc 4385 $
240Badger Meter Inc 1152 $

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Sector breakdown

  • Technology 4.1 %
  • Industrials 3.6 %
  • Consumer discretionary 2.3 %
  • Health care 2.0 %
  • Financials 2.0 %
  • Materials 1.8 %
  • Communication 0.6 %
  • Consumer staples 0.5 %
  • Utilities 0.3 %
  • Energy 0.3 %
  • Unattributed 82.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.5 %
  • Taiwan 0.5 %
  • Hong Kong SAR China 0.0 %
  • Japan 0.0 %
  • Cayman Islands 0.0 %
  • Denmark 0.0 %
  • Ireland 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2344.3B $99.54 %
2Taiwan119.4M $0.45 %
3Hong Kong SAR China146.7K $0.00 %
4Japan19.8K $0.00 %
5Cayman Islands19.2K $0.00 %
6Denmark16.8K $0.00 %
7Ireland16.5K $0.00 %
Cite this page

Titelia. "Holdings of Copeland Capital Management, LLC". https://titelia.com/en/funds/US13F1541743