LOGAN CAPITAL MANAGEMENT INC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.1T

Holdings

487

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (487 positions)

StockValue
MCOMOODYS CORP
$11.8M
IPINTERNATIONAL PAPER CO
$11.5M
8CWCROWN CASTLE INC
$11.3M
COFCAPITAL ONE FINL CORP
$10.9M
SPSBSPDR SER TR
$9.8M
BIPBROOKFIELD INFRAST PARTNERS
$8.2M
WELLWELLTOWER INC
$8.1M
KDKYNDRYL HLDGS INC
$8.0M
MRO*MARATHON OIL CORP
$7.1M
EMBCEMBECTA CORP
$6.9M
KBIAKB FINL GROUP INC
$6.8M
BSXBOSTON SCIENTIFIC CORP
$6.8M
STESTERIS PLC
$6.7M
PRUPRUDENTIAL FINL INC
$6.5M
WSTWEST PHARMACEUTICAL SVSC INC
$6.5M
NTRSNORTHERN TR CORP
$6.3M
BF/BBROWN FORMAN CORP
$6.0M
MSIMOTOROLA SOLUTIONS INC
$5.9M
OLEDUNIVERSAL DISPLAY CORP
$5.3M
MPWRMONOLITHIC PWR SYS INC
$4.9M
PIIPOLARIS INC
$4.8M
LNGCHENIERE ENERGY INC
$4.6M
APDAIR PRODS & CHEMS INC
$4.5M
CPCANADIAN PACIFIC KANSAS CITY
$4.4M
HUMHUMANA INC
$4.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$4.0M
AEPAMERICAN ELEC PWR CO INC
$3.8M
ICEINTERCONTINENTAL EXCHANGE IN
$3.7M
IDXXIDEXX LABS INC
$3.5M
CNRCANADIAN NATL RY CO
$3.5M
JBHTHUNT J B TRANS SVCS INC
$3.4M
LABORATORY CORP AMER HLDGS
$3.4M
SBCSABRA HEALTH CARE REIT INC
$3.3M
MRVLMARVELL TECHNOLOGY INC
$3.3M
RMERESMED INC
$3.3M
ALSALLSTATE CORP
$3.3M
RSRELIANCE STEEL & ALUMINUM CO
$3.3M
BNBROOKFIELD CORP
$2.8M
CECELANESE CORP DEL
$2.8M
VEAVANGUARD TAX-MANAGED FDS
$2.6M
SLVMSYLVAMO CORP
$2.6M
OGSONE GAS INC
$2.6M
XLVSELECT SECTOR SPDR TR
$2.5M
DHID R HORTON INC
$2.4M
BALLBALL CORP
$2.3M
WMWASTE MGMT INC DEL
$2.3M
TYLTYLER TECHNOLOGIES INC
$2.1M
WOPWOODSIDE ENERGY GROUP LTD
$2.0M
EXPDEXPEDITORS INTL WASH INC
$1.9M
COMPCOMPASS INC
$1.8M
TTCTORO CO
$1.7M
NUENUCOR CORP
$1.7M
WECWEC ENERGY GROUP INC
$1.6M
AVYAVERY DENNISON CORP
$1.5M
NDAQNASDAQ INC
$1.5M
J40TPROSHARES TR
$1.5M
CHTRCHARTER COMMUNICATIONS INC N
$1.5M
FAFFIRST AMERN FINL CORP
$1.4M
DTDYNATRACE INC
$1.4M
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.4M
FNFFIDELITY NATIONAL FINANCIAL
$1.4M
DPZDOMINOS PIZZA INC
$1.3M
GNTXGENTEX CORP
$1.3M
RFREGIONS FINANCIAL CORP NEW
$1.3M
IATISHARES TR
$1.2M
EBAEBAY INC.
$1.1M
AZNASTRAZENECA PLC
$1.1M
LHXL3HARRIS TECHNOLOGIES INC
$1.0M
ETSYETSY INC
$846K
OXY/WSOCCIDENTAL PETE CORP
$448K
XELXCEL ENERGY INC
$435K
ADEAADEIA INC
$374K
UAAUNDER ARMOUR INC
$361K
UAUNDER ARMOUR INC
$336K
NOKNOKIA CORP
$329K
SAMBOSTON BEER INC
$308K
XPERXPERI INC
$168K
AALAMERICAN AIRLS GROUP INC
$108K
DELLDELL TECHNOLOGIES INC
$54K
FGF&G ANNUITIES & LIFE INC
$50K
SCHMSCHWAB STRATEGIC TR
$48K
SCZISHARES TR
$41K
IEMGISHARES INC
$29K
SCHDSCHWAB STRATEGIC TR
$26K
SURGALIGN HOLDINGS INC
$12K
VODVODAFONE GROUP PLC NEW
$9K
SCHXSCHWAB STRATEGIC TR
$0
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