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Portfolio (Quarterly) Guide ↗

Copeland Capital Management, LLC

· CIK 0001541743
13F Portfolio $4.9B AUM 443 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 265 New
Page 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SII SPROTT INC COM NEW Financial Services 112.0 $13K NEW $112.35 +22.4%
242 CEG CONSTELLATION ENERGY CORP Utilities 45.0 $11K NEW $248.36 +12.1%
243 COP CONOCOPHILLIPS Energy 105.0 $11K NEW $103.95 +26.8%
244 ESI ELEMENT SOLUTIONS INC Basic Materials 228.0 $11K NEW $47.75 -25.7%
245 HOYA CORP SPONSORED ADR 59.0 $9K NEW $159.66
246 NVO NOVO-NORDISK A S ADR Healthcare 186.0 $9K NEW $47.94 +1.5%
247 TENCENT HOLDINGS LIMITED UNSPO 149.0 $8K NEW $54.81
248 KERRY GROUP PLC SPONSORED ADR 83.0 $8K NEW $91.86
249 IYT ISHARES US TRANSPORTATION ET 83.0 $7K NEW $86.75 +0.6%
250 XTN SS SPDR S&P TRANSPORT ETF 51.0 $6K NEW $115.63 -6.7%
251 CHOCOLADEFAB LINDT&SPRUENGLI U 490.0 $6K NEW $11.65
252 XHB SS SPDR S&P HOMEBLDRS ETF 40.0 $5K NEW $115.55 -7.9%
253 IYJ ISHARES U.S. INDUSTRIALS ETF 26.0 $4K NEW $166.62 -1.5%
254 POOL POOL CORP Industrials 20.0 $4K NEW $214.90 -13.3%
255 RSPD INVESCO S&P 500 EQUAL WEIGHT 63.0 $4K NEW $56.00 +3.1%
256 KIE SPDR S&P INSURANCE ETF 47.0 $3K NEW $60.98 +4.7%
257 LKFN LAKELAND FINL CORP Financial Services 44.0 $3K NEW $62.89 -5.4%
258 SNA SNAP ON INC Industrials 3.0 $1K NEW $402.33 -1.9%
259 KBWP INVESCO KBW PROPERTY & CASUA 9.0 $1K NEW $126.67 +6.8%
260 COF CAPITAL ONE FINANCIAL Financial Services 5.0 $1K NEW $200.60 +7.8%
Page 13 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 23.2%
Technology 19.3%
Healthcare 11.7%
Financial Services 11.1%
Consumer Cyclical 10.7%
Consumer Defensive 5.9%
Basic Materials 5.2%
Real Estate 4.9%
Utilities 3.7%
Energy 3.1%