Copeland Capital Management, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$4.5T

Holdings

297

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (297 positions)

#StockSharesValue% PortfolioType
101
ROSTROSS STORES INC
86,120$15.5B0.35%
102
MARMARRIOTT INTL INC NEW CL A
49,586$15.4B0.34%
103
INTUINTUIT
22,025$14.6B0.33%
104
MSCIMSCI INC
23,741$13.6B0.30%
105
ROFKFORCE INC
439,811$13.6B0.30%
106
CRMSALESFORCE INC
50,540$13.4B0.30%
107
MSIMOTOROLA SOLUTIONS INC
33,848$13.0B0.29%
108
CITCINTAS CORP
68,847$12.9B0.29%
109
METAMETA PLATFORMS INC CL A
18,984$12.5B0.28%
110
SHWSHERWIN WILLIAMS CO
37,442$12.1B0.27%
111
NRANRG ENERGY INC COM NEW
73,227$11.7B0.26%
112
4I1PHILIP MORRIS INTL INC
70,162$11.3B0.25%
113
ADPAUTOMATIC DATA PROCESSING INC
42,655$11.0B0.24%
114
EQIXEQUINIX INC
13,815$10.6B0.24%
115
ALGALAMO GROUP INC
62,728$10.5B0.24%
116
BKNGBOOKING HOLDINGS INC
1,946$10.4B0.23%
117
COSTCOSTCO WHSL CORP NEW
11,581$10.0B0.22%
118
HDHOME DEPOT INC
28,798$9.9B0.22%
119
BWXTBWX TECHNOLOGIES INC
52,531$9.1B0.20%
120
BROBROWN & BROWN INC
101,563$8.1B0.18%
121
LNGCHENIERE ENERGY INC COM NEW
37,223$7.2B0.16%
122
ODFLOLD DOMINION FREIGHT LINE INC
41,513$6.5B0.15%
123
BRBROADRIDGE FINL SOLUTIONS INC
6,331$1.4B0.03%
124
NDAQNASDAQ INC
13,536$1.3B0.03%
125
JBHTHUNT J B TRANS SVCS INC
6,642$1.3B0.03%
126
REGNREGENERON PHARMACEUTICALS
1,436$1.1B0.02%
127
FANGDIAMONDBACK ENERGY INC
6,982$1.0B0.02%
128
WABWABTEC
4,858$1.0B0.02%
129
RMERESMED INC
4,273$1.0B0.02%
130
EBAEBAY INC.
11,797$1.0B0.02%
131
VMCVULCAN MATLS CO
3,526$1.0B0.02%
132
FIXCOMFORT SYS USA INC
1,049$979.0M0.02%
133
AWCAMERICAN WTR WKS CO INC NEW
7,208$940.0M0.02%
134
LRCXLAM RESEARCH CORP COM NEW
5,441$931.0M0.02%
135
BAMBROOKFIELD ASSET MANAGMT LTD C
17,601$922.0M0.02%
136
WSMWILLIAMS SONOMA INC
5,111$912.0M0.02%
137
ELSEQUITY LIFESTYLE PPTYS INC
14,974$907.0M0.02%
138
VRTVERTIV HOLDINGS CO COM CL A
5,574$903.0M0.02%
139
CTVACORTEVA INC
13,207$885.0M0.02%
140
ALSALLSTATE CORP
4,195$873.0M0.02%
141
NEENEXTERA ENERGY INC
10,067$808.0M0.02%
142
JNJJOHNSON & JOHNSON
1,828$378.0M0.01%
143
XOMEXXON MOBIL CORP
3,125$376.0M0.01%
144
BLKBLACKROCK INC
298$318.0M0.01%
145
ABBVABBVIE INC
1,308$298.0M0.01%
146
UNHUNITEDHEALTH GROUP INC
829$273.0M0.01%
147
OTISOTIS WORLDWIDE CORP
2,926$255.0M0.01%
148
GEGE AEROSPACE COM NEW
790$243.0M0.01%
149
EGPEASTGROUP PPTYS INC
1,355$241.0M0.01%
150
MMM3M CO
1,500$240.0M0.01%
151
VENVENTAS INC
3,080$238.0M0.01%
152
STSENSATA TECHNOLOGIES HLDG PLC
7,148$237.0M0.01%
153
SSNCSS&C TECHNOLOGIES HLDGS INC
2,719$237.0M0.01%
154
OWLBLUE OWL CAPITAL INC COM CL A
15,598$233.0M0.01%
155
TSCOTRACTOR SUPPLY CO
4,639$231.0M0.01%
156
SYFSYNCHRONY FINANCIAL
2,628$219.0M0.00%
157
CHDCHURCH & DWIGHT CO INC
2,533$212.0M0.00%
158
ZTSZOETIS INC CL A
1,570$197.0M0.00%
159
TXRHTEXAS ROADHOUSE INC
1,145$190.0M0.00%
160
AMTAMERICAN TOWER CORP NEW
999$175.0M0.00%
161
VEUVANGUARD INTL EQUITY INDEX FDS
2,171$159.0M0.00%
162
ABTABBOTT LABS
1,248$156.0M0.00%
163
GOOGALPHABET INC CAP STK CL C
420$131.0M0.00%
164
AMGNAMGEN INC
400$130.0M0.00%
165
MCDMCDONALDS CORP
416$127.0M0.00%
166
HIIHUNTINGTON INGALLS INDS INC
367$125.0M0.00%
167
PFEPFIZER INC
4,983$124.0M0.00%
168
ACNACCENTURE PLC IRELAND SHS CLAS
422$113.0M0.00%
169
NHCNATIONAL HEALTHCARE CORP
723$99.0M0.00%
170
CVLGCOVENANT LOGISTICS GROUP INC C
4,487$98.0M0.00%
171
OSPNONESPAN INC
7,415$95.0M0.00%
172
PPGPPG INDS INC
936$95.0M0.00%
173
ALSNALLISON TRANSMISSION HLDGS INC
936$91.0M0.00%
174
IRMIRON MTN INC DEL
1,075$89.0M0.00%
175
STRWSTRAWBERRY FIELDS REIT INC
6,300$82.0M0.00%
176
ITRNITURAN LOCATION AND CONTROL
1,871$80.0M0.00%
177
PFBCPREFERRED BK LOS ANGELES CA CO
837$79.0M0.00%
178
STCSTEWART INFORMATION SVCS CORP
1,119$78.0M0.00%
179
WSRWHITESTONE REIT
5,327$73.0M0.00%
180
PEPPEPSICO INC
500$71.0M0.00%
181
FSBWFS BANCORP INC
1,729$71.0M0.00%
182
CLDTCHATHAM LODGING TR
10,333$70.0M0.00%
183
CWCOCONSOLIDATED WATER CO INC
1,966$69.0M0.00%
184
IGICINTL GNRL INSURANCE HLDNGS LTD
2,765$69.0M0.00%
185
CNOBCONNECTONE BANCORP INC
2,594$68.0M0.00%
186
CASSCASS INFORMATION SYS INC
1,650$68.0M0.00%
187
CRCTCRICUT INC COM CL A
13,502$66.0M0.00%
188
IDTIDT CORP CL B NEW
1,286$65.0M0.00%
189
PBIPITNEY BOWES INC
6,176$65.0M0.00%
190
NRCNATIONAL RESH CORP COM NEW
3,463$65.0M0.00%
191
HCKTHACKETT GROUP INC
3,299$64.0M0.00%
192
GICGLOBAL INDUSTRIAL COMPANY
2,217$64.0M0.00%
193
ATNIATN INTL INC
2,827$64.0M0.00%
194
BSVNBANK7 CORP
1,586$64.0M0.00%
195
WGOWINNEBAGO INDS INC
1,596$64.0M0.00%
196
MRKMERCK & CO INC
600$63.0M0.00%
197
PLBCPLUMAS BANCORP
1,418$63.0M0.00%
198
NGVCNATURAL GROCERS BY VITAMIN COT
2,529$63.0M0.00%
199
ARTNAARTESIAN RES CORP CL A
1,987$62.0M0.00%
200
LNNLINDSAY CORP
522$61.0M0.00%
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