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Holdings (Monthly) Guide ↗

Copeland Dividend Growth Fund

· Copeland Trust
Monthly Holdings $29M AUM 10 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 7 New 8 Added 50 Reduced 10 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Nexstar Media Group Inc 65336K103 1,984 SOLD $0.5M
American Water Works Company, Inc. 030420103 3,037 SOLD $0.4M
Ameriprise Financial, Inc. 03076C106 868 SOLD $0.4M
Royal Gold, Inc. 780287108 1,358 SOLD $0.4M
Equity Lifestyle Properties Inc 29472R108 5,388 SOLD $0.4M
Pool Corporation 73278L105 1,476 SOLD $0.3M
Dominos Pizza Inc. 25754A201 790 SOLD $0.3M
Bentley Systems Incorporated 08265T208 8,557 SOLD $0.3M
Automatic Data Processing, Inc. 053015103 1,403 SOLD $0.3M
Brown & Brown Inc 115236101 3,231 SOLD $0.2M