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Copeland Capital Management, LLC Portfolio
$4.3B across 305 positions as of 2026-09-30, with 18% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+6.1%
-8.4% a year vs the S&P 500
3 years
+7.6%
-13.7% a year vs the S&P 500
5 years
+4.6%
-7.6% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -8.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +1.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -6.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -4.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ENSIGN GROUP INC | $95.3M | 2.2% | 554,210 |
| EHCEncompass Health Corp | $86.7M | 2.0% | 713,677 |
| USPHUS Physical Therapy Inc | $80.6M | 1.9% | 940,528 |
| LEMAITRE VASCULAR INC | $76.3M | 1.8% | 924,081 |
| PRICESMART INC | $76.2M | 1.8% | 450,889 |
| CHEChemed Corp | $74.2M | 1.7% | 146,833 |
| NAPCO SEC TECHNOLOGIES INC | $74.1M | 1.7% | 2,081,286 |
| YOUClear Secure Inc | $73.9M | 1.7% | 1,761,051 |
| HOMBHome BancShares Inc | $67.1M | 1.5% | 2,380,723 |
| LFUSLittelfuse Inc | $66.7M | 1.5% | 157,370 |
| PERDOCEO ED CORP | $65.2M | 1.5% | 2,108,420 |
| HAMILTON LANE INC CL A | $64.4M | 1.5% | 741,678 |
| MORNMorningstar Inc | $63.4M | 1.5% | 333,586 |
| MTDRMatador Resources Co | $62.4M | 1.4% | 1,210,557 |
| KLICKulicke and Soffa Industries Inc | $62.3M | 1.4% | 661,141 |
| EXCELERATE ENERGY INC CL A COM | $61.8M | 1.4% | 1,922,979 |
| CTRECareTrust REIT Inc | $60.5M | 1.4% | 1,653,827 |
| VALMONT INDS INC | $60.1M | 1.4% | 129,705 |
| PEGAPegasystems Inc | $59.2M | 1.4% | 1,777,785 |
| AAONAaon Inc | $58.8M | 1.4% | 710,180 |
| TNLTravel + Leisure Co | $58.4M | 1.3% | 944,053 |
| FCFSFirstcash Holdings Inc | $58.4M | 1.3% | 276,429 |
| TRNOTerreno Realty Corp | $58.1M | 1.3% | 900,004 |
| GTXGarrett Motion Inc | $58M | 1.3% | 2,227,662 |
| LSTRLandstar System Inc | $57.5M | 1.3% | 340,739 |
| SERVISFIRST BANCSHARES INC | $57.4M | 1.3% | 1,436,928 |
| AZZ INC | $57M | 1.3% | 423,805 |
| BAHBooz Allen Hamilton Holding Corp | $56M | 1.3% | 807,353 |
| CHESAPEAKE UTILS CORP | $55.6M | 1.3% | 432,870 |
| BREAD FINANCIAL HOLDINGS INC | $55.1M | 1.3% | 563,209 |
| CNSCohen & Steers Inc | $54.6M | 1.3% | 747,258 |
| KBR INC | $54.4M | 1.3% | 1,545,933 |
| MUSAMurphy USA Inc. Common Stock | $54.1M | 1.2% | 107,421 |
| CGNXCognex Corp | $53.7M | 1.2% | 885,312 |
| BCBrunswick Corp | $52.8M | 1.2% | 821,388 |
| KNSLKinsale Capital Group, Inc. | $52.5M | 1.2% | 162,676 |
| HXLHexcel Corp | $51.1M | 1.2% | 609,254 |
| FSVFirstService Corp | $49.8M | 1.1% | 389,749 |
| OLEDUniversal Display Corp | $47.2M | 1.1% | 612,153 |
| POWIPower Integrations Inc | $44.4M | 1.0% | 856,776 |
| UFPIUFP Industries Inc | $42.8M | 1.0% | 553,686 |
| TURNING PT BRANDS INC | $41.6M | 1.0% | 708,507 |
| FEDERAL AGRIC MTG CORP CL C | $40.6M | 0.9% | 196,355 |
| QUAKER HOUGHTON | $39.7M | 0.9% | 251,649 |
| WINGWingstop Inc. - Common Stock | $37.7M | 0.9% | 357,775 |
| STERIS PLC SHS USD | $37.3M | 0.9% | 177,778 |
| AAPLApple Inc | $36.3M | 0.8% | 108,879 |
| HSTMHealthStream Inc | $36.2M | 0.8% | 1,217,236 |
| MSA SAFETY INC | $35.7M | 0.8% | 200,654 |
| KODIAK GAS SVCS INC | $35.1M | 0.8% | 662,857 |
| GOOGLAlphabet Inc | $34.7M | 0.8% | 100,771 |
| SPROTT INC COM NEW | $34.2M | 0.8% | 286,504 |
| ABMABM Industries Inc | $34M | 0.8% | 707,210 |
| MSFTMicrosoft Corp | $33.9M | 0.8% | 66,124 |
| ESQUIRE FINL HLDGS INC | $33.7M | 0.8% | 289,313 |
| IRADIMED CORP | $32.9M | 0.8% | 382,013 |
| MATERION CORP | $32.6M | 0.7% | 120,742 |
| BMIBadger Meter Inc | $31.9M | 0.7% | 258,164 |
| ALGAlamo Group Inc | $31.2M | 0.7% | 201,619 |
| TUTOR PERINI CORP | $30.4M | 0.7% | 368,948 |
| NVDANVIDIA Corp | $30.4M | 0.7% | 133,027 |
| INTERFACE INC | $30.2M | 0.7% | 879,117 |
| WINAWinmark Corp | $29.4M | 0.7% | 97,891 |
| WILLIS LEASE FIN CORP | $28.9M | 0.7% | 578,191 |
| JKHYJack Henry & Associates Inc | $27.6M | 0.6% | 192,542 |
| RGLDRoyal Gold Inc | $27M | 0.6% | 114,211 |
| BIPCBrookfield Infrastructure Corp | $26.9M | 0.6% | 756,208 |
| AVGOBroadcom Inc | $26.9M | 0.6% | 76,490 |
| WCCWesco International Inc | $26M | 0.6% | 72,275 |
| GFLGFL Environmental Inc | $25.9M | 0.6% | 619,699 |
| SNXTD Synnex Corp | $25.7M | 0.6% | 100,078 |
| NDSNNordson Corp | $25.4M | 0.6% | 77,566 |
| NYTNew York Times Co | $25.3M | 0.6% | 397,256 |
| VLTOVeralto Corp | $25M | 0.6% | 264,969 |
| CSLCarlisle Companies Inc | $24.7M | 0.6% | 76,551 |
| BENTLEY SYS INC COM CL B | $24.5M | 0.6% | 765,975 |
| DGXQuest Diagnostics Inc | $24.4M | 0.6% | 104,830 |
| POPULAR INC COM NEW | $23.7M | 0.5% | 152,222 |
| AYIAcuity Inc | $22.9M | 0.5% | 73,947 |
| PRIPrimerica Inc | $22.8M | 0.5% | 83,761 |
| WSCWillScot Holdings Corp | $22.3M | 0.5% | 1,298,356 |
| ATRAptargroup Inc | $21.2M | 0.5% | 174,753 |
| VVisa Inc | $21M | 0.5% | 58,570 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $20.7M | 0.5% | 45,360 |
| RHPRyman Hospitality Properties Inc | $20.5M | 0.5% | 171,500 |
| MSMorgan Stanley | $20.4M | 0.5% | 108,216 |
| TRUTransUnion | $19.9M | 0.5% | 326,121 |
| JPMJPMorgan Chase & Co | $19.7M | 0.5% | 59,679 |
| LLYEli Lilly and Co | $19.5M | 0.5% | 16,895 |
| SOLSSolstice Advanced Materials Inc | $19.4M | 0.4% | 344,913 |
| APHAmphenol Corp | $18.5M | 0.4% | 219,973 |
| CHDNChurchill Downs Inc | $17.9M | 0.4% | 236,127 |
| SIGNET JEWELERS LTD | $17.6M | 0.4% | 172,311 |
| ROSTRoss Stores Inc | $17.4M | 0.4% | 74,479 |
| LRCXLam Research Corp | $17.1M | 0.4% | 52,003 |
| MPWRMonolithic Power Systems Inc | $16.9M | 0.4% | 12,533 |
| ESABESAB Corp | $15.5M | 0.4% | 234,805 |
| RRCRange Resources Corp | $14.9M | 0.3% | 401,731 |
| DKSDICK'S Sporting Goods Inc | $14.7M | 0.3% | 109,301 |
| MSIMotorola Solutions Inc | $13.7M | 0.3% | 30,657 |
| WCNWaste Connections, Inc | $13.3M | 0.3% | 86,520 |
| BWXTBWX Technologies Inc | $13.3M | 0.3% | 97,205 |
| CTASCintas Corp | $13M | 0.3% | 66,852 |
| EBAYeBay Inc | $12.9M | 0.3% | 121,310 |
| MARMarriott International Inc | $12.6M | 0.3% | 35,490 |
| WABWestinghouse Air Brake Technologies Corp | $12.6M | 0.3% | 43,901 |
| CASYCaseys General Stores Inc | $12.6M | 0.3% | 20,679 |
| VRTVertiv Holdings Co | $12.5M | 0.3% | 51,595 |
| PMPhilip Morris International Inc | $12M | 0.3% | 63,087 |
| CORCencora Inc | $11.9M | 0.3% | 39,722 |
| ARESAres Management Corp | $11.3M | 0.3% | 97,592 |
| FANGDiamondback Energy Inc | $10.5M | 0.2% | 56,990 |
| ECLEcolab Inc | $10.4M | 0.2% | 37,938 |
| COSTCostco Wholesale Corp | $10.4M | 0.2% | 11,388 |
| LNGCheniere Energy Inc | $8.9M | 0.2% | 33,193 |
| NXRTNexPoint Residential Trust Inc | $8.5M | 0.2% | 437,149 |
| ORCLOracle Corp | $8M | 0.2% | 58,069 |
| BKNGBooking Holdings Inc | $7.1M | 0.2% | 43,819 |
| NRGNRG Energy Inc | $6.4M | 0.1% | 67,302 |
| AWKAmerican Water Works Co Inc | $1.8M | 0.0% | 13,600 |
| RSReliance Inc | $1.5M | 0.0% | 3,838 |
| WSMWilliams-Sonoma Inc | $1.3M | 0.0% | 5,540 |
| LOWLowe's Companies Inc | $1.3M | 0.0% | 6,800 |
| VBVanguard Small-Cap ETF | $1.2M | 0.0% | 4,375 |
| NVENT ELECTRIC PLC | $1.2M | 0.0% | 7,386 |
| TJXTJX Companies Inc | $1.2M | 0.0% | 8,827 |
| NDAQNasdaq Inc | $1.1M | 0.0% | 12,170 |
| BRBroadridge Financial Solutions Inc | $1M | 0.0% | 6,385 |
| RMDResmed Inc | $1M | 0.0% | 4,552 |
| REGNRegeneron Pharmaceuticals Inc | $1M | 0.0% | 1,323 |
| ALLAllstate Corp | $997.4K | 0.0% | 4,495 |
| JBHTJ B Hunt Transport Services Inc | $996.9K | 0.0% | 4,449 |
| XOMExxonmobil Holdings Corp | $962.7K | 0.0% | 5,915 |
| ACCENTURE PLC IRELAND SHS CLAS | $960.9K | 0.0% | 5,240 |
| MSCIMSCI Inc | $952.9K | 0.0% | 1,768 |
| PANWPalo Alto Networks Inc | $924.1K | 0.0% | 2,326 |
| UNHUnitedHealth Group Inc | $904.5K | 0.0% | 2,464 |
| GILDGilead Sciences, Inc | $894.3K | 0.0% | 6,000 |
| CTVACorteva Inc | $893.4K | 0.0% | 11,505 |
| NEENextera Energy Inc | $875.8K | 0.0% | 11,562 |
| WDCWestern Digital Corp | $833.5K | 0.0% | 1,834 |
| EQIXEquinix Inc | $824.4K | 0.0% | 815 |
| USBUS Bancorp | $805.5K | 0.0% | 13,945 |
| CHUBB LIMITED | $797.8K | 0.0% | 2,453 |
| AMZNAmazon.com Inc | $792.3K | 0.0% | 3,180 |
| EMREmerson Electric Co | $784.7K | 0.0% | 5,059 |
| VMCVulcan Materials Co | $783.8K | 0.0% | 3,204 |
| DHRDanaher Corp | $773.4K | 0.0% | 3,491 |
| PEPPepsiCo Inc | $765.4K | 0.0% | 6,040 |
| TMOThermo Fisher Scientific Inc | $725K | 0.0% | 1,074 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $713.3K | 0.0% | 15,999 |
| AFLAflac Inc | $699.3K | 0.0% | 6,256 |
| ESEversource Energy | $693.8K | 0.0% | 10,813 |
| STANDEX INTL CORP | $678.7K | 0.0% | 2,485 |
| NFLXNetflix Inc | $658.9K | 0.0% | 9,470 |
| INTUIntuit Inc | $650.1K | 0.0% | 2,358 |
| ADIAnalog Devices Inc | $647K | 0.0% | 1,631 |
| PCARPaccar Inc | $627.8K | 0.0% | 5,717 |
| PGProcter & Gamble Co | $617.4K | 0.0% | 4,250 |
| CVXChevron Corp | $602.4K | 0.0% | 2,950 |
| AMPAmeriprise Financial Inc | $597.2K | 0.0% | 1,213 |
| STLDSteel Dynamics Inc | $564.2K | 0.0% | 2,546 |
| BACBank of America Corp | $516.8K | 0.0% | 9,495 |
| RGAReinsurance Group of America Inc | $489K | 0.0% | 1,986 |
| YUMYum! Brands Inc | $409K | 0.0% | 3,000 |
| VNQVanguard Real Estate ETF | $379K | 0.0% | 4,228 |
| HDHome Depot Inc | $353.1K | 0.0% | 1,241 |
| LINDE PLC | $347.9K | 0.0% | 733 |
| ETREntergy Corp | $300.3K | 0.0% | 3,025 |
| EFAiShares MSCI EAFE ETF | $272.3K | 0.0% | 2,621 |
| PLDPrologis Inc | $268.5K | 0.0% | 2,068 |
| VEUVanguard FTSE All World Ex US ETF | $262.1K | 0.0% | 3,159 |
| SHWSherwin-Williams Co | $261.8K | 0.0% | 810 |
| HONAHoneywell Aerospace Inc | $259.4K | 0.0% | 1,674 |
| EGPEastgroup Properties Inc | $246.6K | 0.0% | 1,249 |
| VTRVentas Inc | $241.2K | 0.0% | 2,837 |
| DTMDT Midstream Inc | $240.1K | 0.0% | 2,010 |
| METAMeta Platforms Inc | $233.5K | 0.0% | 322 |
| IWRiShares Russell Mid-Cap ETF | $228.3K | 0.0% | 2,139 |
| IRMIron Mountain Inc | $220.9K | 0.0% | 1,991 |
| NSRGYNestle SA | $215.6K | 0.0% | 2,375 |
| SSNCSS&C Technologies Holdings Inc | $203.2K | 0.0% | 2,636 |
| MARKETWISE INC COM NEW CL A | $200.4K | 0.0% | 10,125 |
| AMGNAmgen Inc | $194.3K | 0.0% | 461 |
| EWBCEast West Bancorp Inc | $190.4K | 0.0% | 1,536 |
| BLKBlackRock Inc | $187.3K | 0.0% | 177 |
| FTVFortive Corp | $186.2K | 0.0% | 3,397 |
| SYFSynchrony Financial | $171.8K | 0.0% | 2,421 |
| WECWEC Energy Group Inc | $169.5K | 0.0% | 1,682 |
| NXSTNexstar Media Group Inc | $163K | 0.0% | 1,009 |
| LDOSLeidos Holdings Inc | $161.7K | 0.0% | 1,327 |
| HSYHershey Co | $160.1K | 0.0% | 1,016 |
| DDDupont De Nemours Inc | $154.3K | 0.0% | 1,188 |
| OTISOtis Worldwide Corp | $138K | 0.0% | 2,145 |
| QQnity Electronics Inc | $137.7K | 0.0% | 1,095 |
| TXRHTexas Roadhouse Inc | $130.5K | 0.0% | 835 |
| UNFUniFirst Corp | $127.5K | 0.0% | 508 |
| HONHoneywell International Inc | $124.2K | 0.0% | 589 |
| ENERGY SERVICES OF AMER CORP | $121.1K | 0.0% | 10,857 |
| KARAT PACKAGING INC | $112.4K | 0.0% | 2,138 |
| GEGeneral Electric Co | $111.2K | 0.0% | 356 |
| IDTIDT Corp | $107.5K | 0.0% | 1,344 |
| KAROOOOO LTD ORD SHS | $105.7K | 0.0% | 1,761 |
| CONCENTRIX CORP | $102.6K | 0.0% | 4,112 |
| PBProsperity Bancshares, Inc | $102.6K | 0.0% | 1,549 |
| OIL DRI CORP AMER | $102.5K | 0.0% | 1,131 |
| KAMADA LTD | $100K | 0.0% | 11,818 |
| GICGlobal Industrial Co | $96.4K | 0.0% | 2,299 |
| KOPPERS HOLDINGS INC | $95.6K | 0.0% | 2,098 |
| GOOGAlphabet Inc | $95.4K | 0.0% | 280 |
| ITURAN LOCATION AND CONTROL | $94.6K | 0.0% | 1,847 |
| ADPAutomatic Data Processing Inc | $94.2K | 0.0% | 365 |
| BARNES & NOBLE ED INC COM NEW | $93.2K | 0.0% | 8,038 |
| IMMERSION CORP | $91.9K | 0.0% | 12,715 |
| SHOE STA GROUP INC | $91.5K | 0.0% | 7,157 |
| PREFERRED BK LOS ANGELES CA CO | $91K | 0.0% | 869 |
| FLEXSTEEL INDS INC | $91K | 0.0% | 1,075 |
| ARMANINO FOODS DISTINCTION INC | $90.9K | 0.0% | 7,580 |
| ONESPAN INC | $90.8K | 0.0% | 5,072 |
| PLUMAS BANCORP | $90.3K | 0.0% | 1,474 |
| NATIONAL HEALTHCARE PPTYS INC | $90.1K | 0.0% | 5,619 |
| CRICUT INC COM CL A | $90.1K | 0.0% | 14,125 |
| BANK7 CORP | $89.9K | 0.0% | 1,649 |
| OTC MKTS GROUP INC CL A | $89.4K | 0.0% | 1,657 |
| NATIONAL HEALTHCARE CORP | $89.3K | 0.0% | 407 |
| CASS INFORMATION SYS INC | $88.2K | 0.0% | 1,656 |
| COVENANT LOGISTICS GROUP INC C | $88K | 0.0% | 2,724 |
| PCB BANCORP | $86.5K | 0.0% | 3,160 |
| RCI HOSPITALITY HLDGS INC | $86.3K | 0.0% | 3,197 |
| NATURAL GAS SVCS GROUP INC | $86.2K | 0.0% | 2,663 |
| J JILL INC | $85.6K | 0.0% | 3,514 |
| SANDRIDGE ENERGY INC COM NEW | $85.1K | 0.0% | 6,305 |
| HACKETT GROUP INC | $85K | 0.0% | 8,458 |
| STRAWBERRY FIELDS REIT INC | $84.1K | 0.0% | 6,522 |
| PUBLIC POL HLDG CO INC ORD SHS | $83.5K | 0.0% | 8,175 |
| ARTESIAN RES CORP CL A | $83.4K | 0.0% | 2,511 |
| ESPEY MFG & ELECTRS CORP | $82K | 0.0% | 1,335 |
| REPOSITRAK INC COM NEW | $80.8K | 0.0% | 9,659 |
| NATURAL GROCERS BY VITAMIN COT | $80.2K | 0.0% | 2,634 |
| LNNLindsay Corp | $79.8K | 0.0% | 713 |
| CONSOLIDATED WATER CO INC | $79.6K | 0.0% | 2,842 |
| ATN INTL INC | $79K | 0.0% | 2,841 |
| PITNEY BOWES INC | $79K | 0.0% | 4,838 |
| FS BANCORP INC | $78.4K | 0.0% | 1,810 |
| CONNECTONE BANCORP INC | $78.3K | 0.0% | 2,605 |
| NATIONAL RESH CORP COM NEW | $76.8K | 0.0% | 3,624 |
| UTAH MED PRODS INC | $76.1K | 0.0% | 1,028 |
| STEPAN CO | $74.7K | 0.0% | 1,198 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $74.6K | 0.0% | 658 |
| RIDGEPOST CAP INC CL A COM | $74K | 0.0% | 9,963 |
| GORMAN RUPP CO | $69.8K | 0.0% | 937 |
| INTL GNRL INSURANCE HLDNGS LTD | $67.7K | 0.0% | 2,786 |
| TTNDYTechtronic Industries Co Ltd | $65.2K | 0.0% | 793 |
| MARUWA CO LTD UNSPON ADS | $63.8K | 0.0% | 4,539 |
| RNGRRanger Energy Services Inc | $63.7K | 0.0% | 4,192 |
| AMTAmerican Tower Corp | $58.9K | 0.0% | 360 |
| STEWART INFORMATION SVCS CORP | $58.3K | 0.0% | 1,172 |
| NIPPON SANSO HLDGS CORP UNSPON | $46.9K | 0.0% | 2,674 |
| CHDChurch & Dwight Co Inc | $42.4K | 0.0% | 450 |
| DPZDomino's Pizza Inc | $34.9K | 0.0% | 116 |
| ZTSZoetis Inc | $32.9K | 0.0% | 471 |
| GSGoldman Sachs Group Inc | $30.6K | 0.0% | 34 |
| TSCOTractor Supply Co | $28.1K | 0.0% | 898 |
| BANK FIRST CORP | $26.5K | 0.0% | 178 |
| STTState Street Corp | $23.6K | 0.0% | 135 |
| ROKRockwell Automation Inc | $23.5K | 0.0% | 54 |
| SEICSEI Investments Co | $22.7K | 0.0% | 221 |
| TTEKTetra Tech Inc | $22.1K | 0.0% | 670 |
| CEGConstellation Energy Corp | $19.8K | 0.0% | 78 |
| SENSATA TECHNOLOGIES HLDG PLC | $19.3K | 0.0% | 464 |
| HIIHuntington Ingalls Industries Inc | $17K | 0.0% | 63 |
| OZKBank Ozk | $17K | 0.0% | 369 |
| ROLRollins Inc | $13.8K | 0.0% | 459 |
| HOCPYHoya Corp | $10.8K | 0.0% | 72 |
| TCEHYTencent Holdings Ltd | $10.7K | 0.0% | 195 |
| VOVanguard Mid-Cap ETF | $9.4K | 0.0% | 120 |
| WHWyndham Hotels & Resorts Inc | $8.9K | 0.0% | 124 |
| NVONovo Nordisk A/S | $8.8K | 0.0% | 232 |
| ESIElement Solutions Inc | $8.3K | 0.0% | 228 |
| KRYAYKerry Group PLC | $8K | 0.0% | 83 |
| PATKPatrick Industries Inc | $6.4K | 0.0% | 95 |
| CHOCOLADEFAB LINDT&SPRUENGLI U | $4.6K | 0.0% | 490 |
| RECRUIT HLDGS CO LTD UNSPONSOR | $3.8K | 0.0% | 178 |
| DELLDell Technologies Inc | $3.8K | 0.0% | 7 |
| FIXComfort Systems USA Inc | $3.3K | 0.0% | 2 |
| KLACKLA Corp | $2.9K | 0.0% | 15 |
| GEVGE Vernova Inc | $2.9K | 0.0% | 3 |
| MRAAYMurata Manufacturing Co Ltd | $2.7K | 0.0% | 110 |
| WMBWilliams Companies Inc | $2.7K | 0.0% | 39 |
| IDAIdacorp Inc | $2.5K | 0.0% | 19 |
| NINiSource Inc | $2.4K | 0.0% | 62 |
| BXBlackstone Inc | $2.4K | 0.0% | 21 |
| IJHiShares Core S&P Mid-Cap ETF | $2.3K | 0.0% | 32 |
| CRMSalesforce Inc | $2.3K | 0.0% | 10 |
| ATEYYAdvantest Corp | $2.2K | 0.0% | 10 |
| SHECYShin-Etsu Chemical Co Ltd | $2.1K | 0.0% | 110 |
| TERTeradyne Inc | $2K | 0.0% | 5 |
| AMKRAmkor Technology Inc | $2K | 0.0% | 38 |
| PWRQuanta Services Inc | $1.9K | 0.0% | 3 |
| AGXArgan Inc | $1.9K | 0.0% | 5 |
| SNASnap-On Inc | $1.1K | 0.0% | 3 |
| COFCapital One Financial Corp | $965 | 0.0% | 5 |
| CHRDChord Energy Corp | $670 | 0.0% | 5 |
| DVNDevon Energy Corp | $598 | 0.0% | 13 |
| INTER PARFUMS INC | $470 | 0.0% | 4 |
Quarter ending 2026-09-30.
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