Fund HoldingsLOGAN CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.97B
Total Bought
$78.54M
Total Sold
$176.55M
Net Transaction
-$98.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WELLS FARGO CO NEW(WFC)61,003272,915+211,9122,60411,1510.57%+8,548
DECKERS OUTDOOR CORP(DECK)015,847+15,84708,1470.41%+8,147
WILLIAMS SONOMA INC(WSM)099,953+99,953015,5330.79%+15,533
ABBVIE INC(ABBV)0122,373+122,373018,2410.93%+18,241
MASTERCARD INCORPORATED(MA)105,451111,204+5,75341,47444,0272.24%+2,553
ELI LILLY & CO(LLY)34,98835,290+30216,40918,9550.96%+2,547
EQUINOR ASA(EQNR)068,161+68,16102,2350.11%+2,235
HONEYWELL INTL INC(HON)25,38940,440+15,0515,2687,4710.38%+2,203
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)030,136+30,13607,1280.36%+7,128
BURLINGTON STORES INC(BURL)054,551+54,55107,3810.38%+7,381
US BANCORP DEL(USB)255,035315,886+60,8518,42610,4430.53%+2,017
ALPHABET INC(GOOG)174,788174,816+2820,92222,8761.16%+1,954
OLD DOMINION FREIGHT LINE IN(ODFL)56,83055,835-99521,01322,8441.16%+1,831
CONOCOPHILLIPS(COP)94,55494,625+719,79711,3360.58%+1,539
ARISTA NETWORKS INC028,356+28,35605,2160.27%+5,216
ALPHABET INC(GOOG)167,937165,346-2,59120,31521,8011.11%+1,486
YETI HLDGS INC(YETI)088,424+88,42404,2640.22%+4,264
LPL FINL HLDGS INC(LPLA)43,79345,818+2,0259,52210,8890.55%+1,367
CHEVRON CORP NEW(CVX)0171,305+171,305028,8851.47%+28,885
AT&T INC(T)0987,393+987,393014,8310.75%+14,831
CHURCHILL DOWNS INC(CHDN)16,12628,484+12,3582,2443,3050.17%+1,061
AMGEN INC(AMGN)030,618+30,61808,2290.42%+8,229
INTERNATIONAL BUSINESS MACHS(IBM)134,396135,307+91117,98418,9840.96%+1,000
EXXON MOBIL CORP029,754+29,75403,4980.18%+3,498
BOOKING HOLDINGS INC(BKNG)02,473+2,47307,6270.39%+7,627
CDW CORP(CDW)030,567+30,56706,1670.31%+6,167
PAYPAL HLDGS INC(PYPL)037,797+37,79702,2100.11%+2,210
META PLATFORMS INC(META)98,24996,556-1,69328,19528,9871.47%+792
BP PLC(BP)0160,772+160,77206,2250.32%+6,225
CATERPILLAR INC(CAT)25,46125,462+16,2656,9510.35%+686
EMERSON ELEC CO(EMR)41,15144,984+3,8333,7204,3440.22%+624
SHELL PLC(SHEL)0249,345+249,345016,0530.82%+16,053
LULULEMON ATHLETICA INC(LULU)036,471+36,471014,0640.71%+14,064
GLOBAL PMTS INC(GPN)022,540+22,54002,6010.13%+2,601
ADOBE INC(ADBE)27,30927,158-15113,35413,8480.70%+494
WASTE MGMT INC DEL(WM)03,063+3,06304670.02%+467
COSTCO WHSL CORP NEW(COST)1,9842,684+7001,0681,5170.08%+448
MSCI INC(MSCI)011,260+11,26005,7770.29%+5,777
MCDONALDS CORP(MCD)34,41240,623+6,21110,26910,7020.54%+433
INTUIT(INTU)07,758+7,75803,9640.20%+3,964
TRIMBLE INC(TRMB)0128,029+128,02906,8960.35%+6,896
HUBBELL INC(HUBB)27,76230,574+2,8129,2059,5820.49%+377
PHILLIPS 66(PSX)013,839+13,83901,6630.08%+1,663
BLACKSTONE INC(BX)03,000+3,00003210.02%+321
NUCOR CORP(NUE)02,010+2,01003140.02%+314
NOVO-NORDISK A S(NVO)029,688+29,68802,7000.14%+2,700
INFOSYS LTD(INFY)0122,566+122,56602,0970.11%+2,097
LAMB WESTON HLDGS INC(LW)36,24548,241+11,9964,1664,4600.23%+294
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)096,108+96,10806,5100.33%+6,510
FLEETCOR TECHNOLOGIES INC08,741+8,74102,2320.11%+2,232
CHARLES RIV LABS INTL INC(CRL)023,557+23,55704,6170.23%+4,617
TTEC HLDGS INC050,988+50,98801,3370.07%+1,337
MARRIOTT INTL INC NEW(MAR)36,43935,314-1,1256,6936,9410.35%+248
UBS GROUP AG(UBS)0117,222+117,22202,8900.15%+2,890
METLIFE INC(MET)032,818+32,81802,0650.10%+2,065
NVIDIA CORPORATION(NVDA)16,67116,660-117,0527,2470.37%+195
SANOFI(SNY)068,903+68,90303,6960.19%+3,696
GSK PLC(GSK)72,84776,651+3,8042,5962,7790.14%+182
WASTE CONNECTIONS INC(WCN)01,350+1,35001810.01%+181
COINBASE GLOBAL INC(COIN)063,024+63,02404,7320.24%+4,732
STERIS PLC(STE)0840+84001840.01%+184
DUPONT DE NEMOURS INC(DD)043,859+43,85903,2710.17%+3,271
DOVER CORP(DOV)01,400+1,40001950.01%+195
GENERAL ELECTRIC CO(GE)03,687+3,68704080.02%+408
FACTSET RESH SYS INC(FDS)04,495+4,49501,9660.10%+1,966
CVS HEALTH CORP(CVS)020,661+20,66101,4430.07%+1,443
BRITISH AMERN TOB PLC(BTI)107,489117,773+10,2843,5693,6990.19%+131
GLOBANT S A
COM
06,675+6,67501,3210.07%+1,321
TJX COS INC NEW(TJX)29,58429,58402,5082,6290.13%+121
TELEFLEX INCORPORATED(TFX)0700+70001370.01%+137
GOOSEHEAD INS INC(GSHD)10,00010,00006297450.04%+116
BANK AMERICA CORP07,600+7,60002080.01%+208
KIMCO RLTY CORP(KIM)05,500+5,5000970.00%+97
F5 INC(FFIV)06,500+6,50001,0470.05%+1,047
KIMBERLY-CLARK CORP(KMB)04,467+4,46705400.03%+540
ORANGE(FNCTF)0192,557+192,55702,2120.11%+2,212
QUALCOMM INC(QCOM)07,451+7,45108280.04%+828
DOW INC(DOW)035,246+35,24601,8170.09%+1,817
PHINIA INC(PHIN)02,415+2,4150650.00%+65
WEX INC(WEX)010,179+10,17901,9150.10%+1,915
NETEASE INC(NTES)16,59616,59601,6051,6620.08%+58
STRYKER CORPORATION(SYK)03,064+3,06408370.04%+837
FLOWSERVE CORP(FLS)20,51020,51007628160.04%+54
DUKE ENERGY CORP NEW(DUK)035,232+35,23203,1100.16%+3,110
NUTRIEN LTD(NTR)018,570+18,57001,1470.06%+1,147
LITHIA MTRS INC(LAD)51,23952,926+1,68715,58215,6310.79%+48
VANGUARD TAX-MANAGED FDS01,082+1,0820470.00%+47
DR REDDYS LABS LTD(RDY)011,798+11,79807890.04%+789
UNITED STATES ANTIMONY CORP0120,200+120,2000440.00%+44
AUTOZONE INC(AZO)0906+90602,3010.12%+2,301
KEYCORP(KEY)030,000+30,00003230.02%+323
FULTON FINL CORP PA(FULT)0204,200+204,20002,4730.13%+2,473
DONEGAL GROUP INC0135,185+135,18501,9160.10%+1,916
TOTALENERGIES SE(TTE)050,378+50,37803,3130.17%+3,313
FRANKLIN FINL SVCS CORP040,550+40,55001,1560.06%+1,156
KIRBY CORP(KEX)05,104+5,10404230.02%+423
VANGUARD WHITEHALL FDS016,393+16,39301,6940.09%+1,694
JAZZ PHARMACEUTICALS PLC(JAZZ)03,724+3,72404820.02%+482
GE HEALTHCARE TECHNOLOGIES I(GEHC)01,228+1,2280840.00%+84
WALMART INC(WMT)8,2238,22301,2921,3150.07%+23
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