Fund HoldingsLOGAN CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.43B
Total Bought
$68.82M
Total Sold
$189.58M
Net Transaction
-$120.76M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)700,027675,158-24,869147,440157,3126.48%+9,872
MONDELEZ INTL INC(MDLZ)146,975254,289+107,3149,61818,7330.77%+9,115
SHERWIN WILLIAMS CO(SHW)091,776+91,776035,0281.44%+35,028
INTERNATIONAL BUSINESS MACHS(IBM)0121,682+121,682026,9011.11%+26,901
UNITED RENTALS INC(URI)037,370+37,370030,2601.25%+30,260
APPLOVIN CORP(APP)113,032112,967-659,40714,7480.61%+5,341
META PLATFORMS INC(META)94,28392,131-2,15247,54052,7392.17%+5,200
BROADCOM INC(AVGO)55,024538,454+483,43088,34392,8833.83%+4,540
MASTERCARD INCORPORATED(MA)0101,742+101,742050,2402.07%+50,240
CINTAS CORP(CTAS)35,807141,381+105,57425,07429,1071.20%+4,033
EATON CORP PLC(ETN)14,00724,771+10,7644,3928,2100.34%+3,818
STARBUCKS CORP(SBUX)0181,859+181,859017,7290.73%+17,729
ADVISORS SER TR
LOGAN CAP BRD IN
1,222,3981,220,964-1,43456,52459,7542.46%+3,230
LITHIA MTRS INC(LAD)049,248+49,248015,6430.64%+15,643
CISCO SYS INC(CSCO)0295,303+295,303015,7160.65%+15,716
ABBVIE INC(ABBV)0110,516+110,516021,8250.90%+21,825
THE TRADE DESK INC(TTD)275,126271,274-3,85226,87229,7451.23%+2,874
HOME DEPOT INC(HD)053,211+53,211021,5610.89%+21,561
UBIQUITI INC(UI)34,81534,693-1225,0717,6920.32%+2,621
WATERS CORP(WAT)039,014+39,014014,0410.58%+14,041
ACCENTURE PLC IRELAND
SHS CLASS A
059,573+59,573021,0580.87%+21,058
BURLINGTON STORES INC(BURL)51,65956,354+4,69512,39814,8480.61%+2,450
FISERV INC(FISV)085,160+85,160015,2990.63%+15,299
WILLIAMS SONOMA INC(WSM)0182,328+182,328028,2461.16%+28,246
REGIONS FINANCIAL CORP NEW(RF)094,084+94,08402,1950.09%+2,195
SHARKNINJA INC(SN)020,061+20,06102,1810.09%+2,181
HUBBELL INC(HUBB)035,503+35,503015,2080.63%+15,208
FASTENAL CO(FAST)0263,311+263,311018,8060.77%+18,806
CASEYS GEN STORES INC(CASY)05,454+5,45402,0490.08%+2,049
OLD DOMINION FREIGHT LINE IN(ODFL)0100,659+100,659019,9950.82%+19,995
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)30,70930,398-3119,48711,2570.46%+1,770
ZOETIS INC(ZTS)0100,203+100,203019,5780.81%+19,578
AGILENT TECHNOLOGIES INC(A)0112,422+112,422016,6920.69%+16,692
POOL CORP(POOL)023,634+23,63408,9050.37%+8,905
METTLER TOLEDO INTERNATIONAL(MTD)17,60717,459-14824,60726,1831.08%+1,576
ORACLE CORP(ORCL)62,95261,022-1,9308,88910,3980.43%+1,509
PHILIP MORRIS INTL INC(PM)142,486131,089-11,39714,43815,9140.66%+1,476
CATERPILLAR INC(CAT)025,361+25,36109,9190.41%+9,919
MCDONALDS CORP(MCD)036,747+36,747011,1900.46%+11,190
NORDSON CORP(NDSN)047,803+47,803012,5540.52%+12,554
COCA COLA CO(KO)169,950169,693-25710,81712,1940.50%+1,377
LOCKHEED MARTIN CORP(LMT)11,67511,614-615,4536,7890.28%+1,336
UNITEDHEALTH GROUP INC(UNH)023,220+23,220013,5760.56%+13,576
UNITED PARCEL SERVICE INC(UPS)087,069+87,069011,8710.49%+11,871
RH(RH)013,128+13,12804,3900.18%+4,390
PULTE GROUP INC(PHM)8,82114,797+5,9769712,1240.09%+1,153
PRIMERICA INC(PRI)043,880+43,880011,6350.48%+11,635
ARISTA NETWORKS INC42,47241,655-81714,88615,9880.66%+1,102
GRAPHIC PACKAGING HLDG CO(GPK)0362,397+362,397010,7230.44%+10,723
MEDTRONIC PLC(MDT)0118,319+118,319010,6520.44%+10,652
NETFLIX INC(NFLX)63,48461,908-1,57642,84443,9091.81%+1,065
MSCI INC(MSCI)010,637+10,63706,2010.26%+6,201
US BANCORP DEL(USB)0239,865+239,865010,9690.45%+10,969
PFIZER INC(PFE)0580,545+580,545016,8010.69%+16,801
SANOFI(SNY)085,189+85,18904,9090.20%+4,909
AT&T INC(T)922,636844,869-77,76717,63218,5870.77%+956
TARGET CORP(TGT)053,737+53,73708,3750.35%+8,375
DEERE & CO(DE)021,468+21,46808,9590.37%+8,959
PNC FINL SVCS GROUP INC(PNC)030,612+30,61205,6590.23%+5,659
PAYCOM SOFTWARE INC(PAYC)042,583+42,58307,0930.29%+7,093
BRITISH AMERN TOB PLC(BTI)0127,404+127,40404,6600.19%+4,660
IQVIA HLDGS INC(IQV)035,379+35,37908,3840.35%+8,384
SHOPIFY INC(SHOP)041,779+41,77903,3480.14%+3,348
CUMMINS INC(CMI)017,966+17,96605,8170.24%+5,817
LANTHEUS HLDGS INC(LNTH)29,95529,030-9252,4053,1860.13%+781
UNILEVER PLC(UL)61,29263,468+2,1763,3704,1230.17%+752
TRIMBLE INC(TRMB)0125,577+125,57707,7970.32%+7,797
ROYAL BK CDA(RY)31,71033,003+1,2933,3734,1160.17%+743
TOTALENERGIES SE(TTE)071,757+71,75704,6370.19%+4,637
TRUIST FINL CORP(TFC)0189,035+189,03508,0850.33%+8,085
VANGUARD INDEX FDS032,747+32,74707,7680.32%+7,768
JOHNSON & JOHNSON(JNJ)047,122+47,12207,6370.31%+7,637
AUTOMATIC DATA PROCESSING IN023,891+23,89106,6110.27%+6,611
PARKER-HANNIFIN CORP(PH)06,900+6,90004,3590.18%+4,359
COMMUNITY FINANCIAL SYSTEM I(CBU)056,000+56,00003,2520.13%+3,252
NORFOLK SOUTHN CORP(NSC)017,488+17,48804,3460.18%+4,346
REVOLVE GROUP INC(RVLV)062,014+62,01401,5370.06%+1,537
BOOKING HOLDINGS INC(BKNG)2,2792,272-79,0289,5700.39%+542
LLOYDS BANKING GROUP PLC(LYG)1,014,2081,059,457+45,2492,7693,3060.14%+537
NEXTERA ENERGY INC(NEE)77,60671,349-6,2575,4956,0310.25%+536
NOVARTIS AG(NVS)39,13440,836+1,7024,1664,6970.19%+531
CMS ENERGY CORP(CMS)073,651+73,65105,2020.21%+5,202
INFOSYS LTD(INFY)125,162125,292+1302,3312,7900.11%+460
DUKE ENERGY CORP NEW(DUK)33,69133,248-4433,3773,8330.16%+457
NORTHROP GRUMMAN CORP(NOC)06,786+6,78603,5840.15%+3,584
NIKE INC(NKE)031,482+31,48202,7830.11%+2,783
DONEGAL GROUP INC0223,703+223,70303,2970.14%+3,297
HERSHEY CO(HSY)052,300+52,300010,0300.41%+10,030
BRISTOL-MYERS SQUIBB CO(BMY)039,835+39,83502,0610.08%+2,061
VERIZON COMMUNICATIONS INC(VZ)0120,048+120,04805,3910.22%+5,391
CORPAY INC(CPAY)8,6648,66402,3052,7060.11%+401
BCE INC(BCE)99,205103,643+4,4383,2113,6070.15%+396
ISHARES TR013,767+13,76702,6130.11%+2,613
DIAGEO PLC(DEO)22,40022,887+4872,8243,2120.13%+388
ORANGE(FNCTF)0195,416+195,41602,2430.09%+2,243
EQUINIX INC(EQIX)04,486+4,48603,9820.16%+3,982
METLIFE INC(MET)030,928+30,92802,5510.11%+2,551
DUPONT DE NEMOURS INC(DD)43,16042,789-3713,4743,8130.16%+339
WALMART INC(WMT)24,42624,614+1881,6541,9880.08%+334
ING GROEP N.V.(ING)0192,859+192,85903,5020.14%+3,502
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