Fund HoldingsLOGAN CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.34B
Total Bought
$117.78M
Total Sold
$246.06M
Net Transaction
-$128.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
META PLATFORMS INC(META)96,62595,504-1,12134,20146,3751.99%+12,174
DICKS SPORTING GOODS INC(DKS)165,733162,091-3,64224,35436,4481.56%+12,093
WILLIAMS SONOMA INC(WSM)94,31593,488-82719,03129,6851.27%+10,654
AMAZON COM INC(AMZN)393,982390,668-3,31459,86270,4693.02%+10,607
MICROSOFT CORP(MSFT)201,339200,669-67075,71184,4253.61%+8,714
KLA CORP(KLAC)70,81169,816-99541,16248,7712.09%+7,609
NETFLIX INC(NFLX)65,60064,391-1,20931,93939,1071.67%+7,167
ADVISORS SER TR
LOGAN CAP BRD IN
1,236,7861,221,225-15,56149,89256,2372.41%+6,345
NVIDIA CORPORATION(NVDA)15,95315,762-1917,90014,2420.61%+6,342
ELI LILLY & CO(LLY)032,509+32,509025,2911.08%+25,291
DECKERS OUTDOOR CORP(DECK)18,34318,945+60212,26117,8320.76%+5,571
UNITED RENTALS INC(URI)38,75538,296-45922,22327,6161.18%+5,393
COINBASE GLOBAL INC(COIN)59,21058,755-45510,29815,5770.67%+5,279
MASTERCARD INCORPORATED(MA)106,848105,321-1,52745,57250,7192.17%+5,148
HUBBELL INC(HUBB)035,391+35,391014,6890.63%+14,689
APPLOVIN CORP(APP)067,152+67,15204,6480.20%+4,648
AMPHENOL CORP NEW297,604292,828-4,77629,50233,7781.45%+4,276
TARGET CORP(TGT)26,21145,014+18,8033,7337,9770.34%+4,244
CHEVRON CORP NEW(CVX)0184,152+184,152029,0481.24%+29,048
THE TRADE DESK INC(TTD)0277,663+277,663024,2731.04%+24,273
EATON CORP PLC(ETN)013,264+13,26404,1470.18%+4,147
MERCK & CO INC(MRK)165,106164,273-83318,00021,6760.93%+3,676
HONDA MOTOR LTD(HMC)091,713+91,71303,4140.15%+3,414
FASTENAL CO(FAST)274,080271,295-2,78517,75220,9280.90%+3,175
BURLINGTON STORES INC(BURL)46,58252,567+5,9859,05912,2060.52%+3,146
PROCTER AND GAMBLE CO(PG)0162,071+162,071026,2961.13%+26,296
COPART INC(CPRT)333,441334,050+60916,33919,3480.83%+3,010
SHERWIN WILLIAMS CO(SHW)94,41593,371-1,04429,44832,4311.39%+2,983
PFIZER INC(PFE)0573,887+573,887015,9250.68%+15,925
BROADCOM INC(AVGO)63,97156,090-7,88171,40874,3423.18%+2,934
ARISTA NETWORKS INC40,13442,431+2,2979,45212,3040.53%+2,852
CINTAS CORP(CTAS)36,60836,261-34722,06224,9121.07%+2,850
JPMORGAN CHASE & CO(JPM)138,313131,575-6,73823,52726,3541.13%+2,827
TEXAS ROADHOUSE INC(TXRH)67,43571,000+3,5658,24310,9670.47%+2,725
LLOYDS BANKING GROUP PLC(LYG)01,050,378+1,050,37802,7200.12%+2,720
UNITED PARCEL SERVICE INC(UPS)079,461+79,461011,8100.51%+11,810
GRAPHIC PACKAGING HLDG CO(GPK)0365,995+365,995010,6800.46%+10,680
LINCOLN ELEC HLDGS INC(LECO)66,37965,449-93014,43516,7180.72%+2,283
FISERV INC(FISV)87,82487,057-76711,66713,9130.60%+2,247
SHELL PLC(SHEL)0268,992+268,992018,0330.77%+18,033
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)030,756+30,75609,2710.40%+9,271
AT&T INC(T)0940,307+940,307016,5490.71%+16,549
PRIMERICA INC(PRI)044,946+44,946011,3700.49%+11,370
ABBVIE INC(ABBV)0111,413+111,413020,2880.87%+20,288
MICROCHIP TECHNOLOGY INC.(MCHP)53,21475,394+22,1804,7996,7640.29%+1,965
MEDTRONIC PLC(MDT)0123,844+123,844010,7930.46%+10,793
HOME DEPOT INC(HD)56,73956,231-50819,66321,5700.92%+1,908
PEPSICO INC(PEP)98,967106,797+7,83016,80818,6900.80%+1,882
METTLER TOLEDO INTERNATIONAL(MTD)18,00617,778-22821,84123,6671.01%+1,827
CATERPILLAR INC(CAT)25,45125,416-357,5259,3130.40%+1,788
WELLS FARGO CO NEW(WFC)265,272254,114-11,15813,05714,7280.63%+1,672
MASIMO CORP49,87351,113+1,2405,8467,5060.32%+1,660
LPL FINL HLDGS INC(LPLA)044,974+44,974011,8820.51%+11,882
ALPHABET INC(GOOG)173,848171,416-2,43224,50026,1001.12%+1,599
CHARLES RIV LABS INTL INC(CRL)21,15724,358+3,2015,0026,6000.28%+1,598
ASML HOLDING N V
N Y REGISTRY SHS
7,4087,407-15,6077,1880.31%+1,581
SCHWAB STRATEGIC TR016,736+16,73601,5520.07%+1,552
CUMMINS INC(CMI)018,006+18,00605,3050.23%+5,305
TRIMBLE INC(TRMB)0127,062+127,06208,1780.35%+8,178
DISNEY WALT CO(DIS)57,13053,925-3,2055,1586,5980.28%+1,440
OLD DOMINION FREIGHT LINE IN(ODFL)0103,143+103,143022,6200.97%+22,620
ABBOTT LABS059,588+59,58806,7730.29%+6,773
RH(RH)017,160+17,16005,9760.26%+5,976
AGILENT TECHNOLOGIES INC(A)112,604116,513+3,90915,65516,9540.73%+1,298
MARRIOTT INTL INC NEW(MAR)44,42944,805+37610,01911,3050.48%+1,286
RAYMOND JAMES FINL INC(RJF)052,760+52,76006,7750.29%+6,775
CONOCOPHILLIPS(COP)094,773+94,773012,0630.52%+12,063
ALPHABET INC(GOOG)0156,018+156,018023,5481.01%+23,548
VANGUARD ADMIRAL FDS INC06,540+6,54001,1800.05%+1,180
LAUDER ESTEE COS INC(EL)053,012+53,01208,1720.35%+8,172
MORGAN STANLEY(MS)068,736+68,73606,4720.28%+6,472
LINDE PLC(LIN)017,942+17,94208,3310.36%+8,331
VISA INC(V)52,41752,439+2213,64714,6350.63%+988
PHILIP MORRIS INTL INC(PM)0146,899+146,899013,4590.58%+13,459
CLOROX CO DEL(CLX)29,58233,686+4,1044,2185,1580.22%+939
UNITEDHEALTH GROUP INC(UNH)025,325+25,325012,5280.54%+12,528
FLOOR & DECOR HLDGS INC(FND)54,63653,765-8716,0956,9690.30%+874
EQUINOR ASA(EQNR)0115,652+115,65203,1260.13%+3,126
NEXTRACKER INC014,968+14,96808420.04%+842
INTERNATIONAL BUSINESS MACHS(IBM)131,097116,682-14,41521,44122,2820.95%+841
CDW CORP(CDW)30,01729,830-1876,8237,6300.33%+806
PARKER-HANNIFIN CORP(PH)7,6537,737+843,5264,3000.18%+774
NOVO-NORDISK A S(NVO)29,65029,741+913,0673,8190.16%+751
EMERSON ELEC CO(EMR)045,531+45,53105,1640.22%+5,164
CENCORA INC18,98018,98003,8984,6120.20%+714
IQVIA HLDGS INC(IQV)36,55036,090-4608,4579,1270.39%+670
ING GROEP N.V.(ING)166,602192,347+25,7452,5023,1720.14%+669
ELEVANCE HEALTH INC(ELV)012,793+12,79306,6330.28%+6,633
GSK PLC(GSK)083,389+83,38903,5750.15%+3,575
TOTALENERGIES SE(TTE)060,748+60,74804,1810.18%+4,181
ORACLE CORP(ORCL)030,250+30,25003,8000.16%+3,800
COCA COLA CO(KO)0172,267+172,267010,5390.45%+10,539
TRUIST FINL CORP(TFC)185,945190,765+4,8206,8657,4360.32%+571
SANOFI(SNY)084,658+84,65804,1140.18%+4,114
VERIZON COMMUNICATIONS INC(VZ)119,404120,863+1,4594,5025,0710.22%+570
UBIQUITI INC(UI)035,116+35,11604,0680.17%+4,068
VANGUARD INDEX FDS32,40932,509+1006,9147,4310.32%+517
LAMB WESTON HLDGS INC(LW)45,00950,269+5,2604,8655,3550.23%+490
EXXON MOBIL CORP029,732+29,73203,4560.15%+3,456
CISCO SYS INC(CSCO)0273,059+273,059013,6280.58%+13,628
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