LOGAN CAPITAL MANAGEMENT INC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.1B

Holdings

487

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (487 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
772,928$149.9T7185624.80%
2
AVGOBROADCOM INC
84,908$73.7T3529978.04%
3
MSFTMICROSOFT CORP
211,948$72.2T3459309.53%
4
AMZNAMAZON COM INC
419,078$54.6T2618366.28%
5
LCLGADVISORS SER TR
1,260,217$45.9T2201578.56%
6
MAMASTERCARD INCORPORATED
105,451$41.5T1987775.29%
7
KLACKLA CORP
83,443$40.5T1939730.61%
8
APHAMPHENOL CORP NEW
342,955$29.1T1396340.39%
9
NFLXNETFLIX INC
65,106$28.7T1374511.11%
10
PGPROCTER AND GAMBLE CO
188,600$28.6T1371617.11%
11
METAMETA PLATFORMS INC
98,249$28.2T1351355.17%
12
CVXCHEVRON CORP NEW
175,740$27.7T1325340.70%
13
MTDMETTLER TOLEDO INTERNATIONAL
20,789$27.3T1306891.21%
14
SBUXSTARBUCKS CORP
267,355$26.5T1269338.55%
15
SHWSHERWIN WILLIAMS CO
97,911$26.0T1246006.43%
16
TTDTHE TRADE DESK INC
326,872$25.2T1209758.57%
17
DKSDICKS SPORTING GOODS INC
179,422$23.7T1136752.07%
18
JPMJPMORGAN CHASE & CO
154,493$22.5T1076923.57%
19
ODFLOLD DOMINION FREIGHT LINE IN
56,830$21.0T1007113.84%
20
GOOGLALPHABET INC
174,788$20.9T1002757.98%
21
GOOGALPHABET INC
167,937$20.3T973678.07%
22
ZTSZOETIS INC
116,714$20.1T963320.73%
23
PAYCPAYCOM SOFTWARE INC
62,475$20.1T961899.28%
24
CITCINTAS CORP
39,982$19.9T952545.71%
25
MRKMERCK & CO INC
165,117$19.1T913167.27%
26
HDHOME DEPOT INC
59,967$18.6T892806.93%
27
URIUNITED RENTALS INC
41,551$18.5T886947.52%
28
IBMINTERNATIONAL BUSINESS MACHS
134,396$18.0T861921.09%
29
FASTFASTENAL CO
298,216$17.6T843140.28%
30
PEPPEPSICO INC
94,699$17.5T840666.60%
31
ELLAUDER ESTEE COS INC
85,483$16.8T804579.59%
32
NKENIKE INC
149,828$16.5T792562.98%
33
LLYLILLY ELI & CO
34,988$16.4T786438.23%
34
PFEPFIZER INC
444,390$16.3T781240.23%
35
JNJJOHNSON & JOHNSON
95,360$15.8T756495.04%
36
ACNACCENTURE PLC IRELAND
50,945$15.7T753453.32%
37
ABBVABBVIE INC
115,692$15.6T747068.23%
38
LADLITHIA MTRS INC
51,239$15.6T746830.36%
39
AG8AGILENT TECHNOLOGIES INC
129,104$15.5T744070.90%
40
SHELSHELL PLC
255,593$15.4T739661.98%
41
CPRTCOPART INC
167,544$15.3T732423.91%
42
VRSKVERISK ANALYTICS INC
67,205$15.2T728046.05%
43
TFCTRUIST FINL CORP
492,515$14.9T716422.07%
44
CSCOCISCO SYS INC
280,170$14.5T694766.05%
45
4I1PHILIP MORRIS INTL INC
141,589$13.8T662457.84%
46
TAT&T INC
861,721$13.7T658746.51%
47
LECOLINCOLN ELEC HLDGS INC
68,519$13.6T652295.14%
48
VVISA INC
56,791$13.5T646389.28%
49
LULULULULEMON ATHLETICA INC
35,584$13.5T645523.17%
50
ADBEADOBE SYSTEMS INCORPORATED
27,309$13.4T640025.04%
51
HSYHERSHEY CO
52,330$13.1T626268.35%
52
WATWATERS CORP
47,932$12.8T612321.00%
53
NDSNNORDSON CORP
51,300$12.7T610200.37%
54
ONON SEMICONDUCTOR CORP
133,056$12.6T603149.51%
55
WSMWILLIAMS SONOMA INC
99,410$12.4T596234.66%
56
SPGIS&P GLOBAL INC
29,936$12.0T575186.23%
57
UPSUNITED PARCEL SERVICE INC
65,383$11.7T561713.80%
58
UNHUNITEDHEALTH GROUP INC
23,777$11.4T547732.18%
59
FISVFISERV INC
88,783$11.2T536794.72%
60
MDTMEDTRONIC PLC
123,194$10.9T520182.57%
61
KOCOCA COLA CO
176,326$10.6T508917.09%
62
EAELECTRONIC ARTS INC
81,361$10.6T505763.46%
63
PRIPRIMERICA INC
52,668$10.4T499206.12%
64
MCDMCDONALDS CORP
34,412$10.3T492169.68%
65
BRBROADRIDGE FINL SOLUTIONS IN
61,175$10.1T485629.78%
66
COPCONOCOPHILLIPS
94,554$9.8T469539.08%
67
MNSTMONSTER BEVERAGE CORP NEW
166,851$9.6T459340.20%
68
MDLZMONDELEZ INTL INC
131,242$9.6T458805.51%
69
LPLALPL FINL HLDGS INC
43,793$9.5T456368.08%
70
HUBBHUBBELL INC
27,762$9.2T441175.60%
71
POOLPOOL CORP
23,857$8.9T428380.11%
72
IQVIQVIA HLDGS INC
39,459$8.9T425084.81%
73
TXRHTEXAS ROADHOUSE INC
75,783$8.5T407815.65%
74
DEDEERE & CO
20,987$8.5T407568.20%
75
3M4MASIMO CORP
51,530$8.5T406395.78%
76
USBUS BANCORP DEL
255,035$8.4T403860.04%
77
GPKGRAPHIC PACKAGING HLDG CO
349,911$8.4T402997.62%
78
NSPINSPERITY INC
67,646$8.0T385686.53%
79
LINLINDE PLC
20,093$7.7T366992.27%
80
AMGNAMGEN INC
32,350$7.2T344235.48%
81
ADPAUTOMATIC DATA PROCESSING IN
32,172$7.1T338899.40%
82
NVDANVIDIA CORPORATION
16,671$7.1T337997.72%
83
MARMARRIOTT INTL INC NEW
36,439$6.7T320807.41%
84
BKNGBOOKING HOLDINGS INC
2,473$6.7T320060.54%
85
DWDMORGAN STANLEY
77,815$6.6T318501.49%
86
FIVEFIVE BELOW INC
33,052$6.5T311343.55%
87
TRMBTRIMBLE INC
122,654$6.5T311212.32%
88
ELVELEVANCE HEALTH INC
14,529$6.5T309378.88%
89
VBVANGUARD INDEX FDS
32,448$6.5T309308.66%
90
IPGPIPG PHOTONICS CORP
46,200$6.3T300746.10%
91
CATCATERPILLAR INC
25,461$6.3T300249.61%
92
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
95,272$6.2T298082.34%
93
FNDFLOOR & DECOR HLDGS INC
59,069$6.1T294318.16%
94
RJFRAYMOND JAMES FINL INC
58,942$6.1T293150.44%
95
OMFONEMAIN HLDGS INC
138,562$6.1T290147.21%
96
ABTABBOTT LABS
54,646$6.0T285531.48%
97
UNPUNION PAC CORP
29,084$6.0T285228.43%
98
LFUSLITTELFUSE INC
20,250$5.9T282732.23%
99
NXPINXP SEMICONDUCTORS N V
28,594$5.9T280505.59%
100
ASMLASML HOLDING N V
7,987$5.8T277436.17%
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