Fund HoldingsLOGAN CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.39B
Total Bought
$53.64M
Total Sold
$289.31M
Net Transaction
-$235.68M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLOVIN CORP(APP)112,967109,772-3,19514,74835,5471.49%+20,800
BROADCOM INC(AVGO)538,454477,323-61,13192,883110,6634.64%+17,779
ARISTA NETWORKS INC(ANET)0160,299+160,299017,7180.74%+17,718
AMAZON COM INC(AMZN)0357,260+357,260078,3793.29%+78,379
KKR & CO INC(KKR)048,634+48,63407,1930.30%+7,193
NETFLIX INC(NFLX)61,90857,220-4,68843,90951,0012.14%+7,092
ADVISORS SER TR
LOGAN CAP BRD IN
1,220,9641,217,788-3,17659,75464,7862.72%+5,032
DECKERS OUTDOOR CORP(DECK)0105,663+105,663021,4590.90%+21,459
LPL FINL HLDGS INC(LPLA)041,233+41,233013,4630.56%+13,463
WILLIAMS SONOMA INC(WSM)182,328168,897-13,43128,24631,2761.31%+3,030
JPMORGAN CHASE & CO.(JPM)0111,286+111,286026,6761.12%+26,676
CHUBB LIMITED
COM
010,229+10,22902,8260.12%+2,826
WELLS FARGO CO NEW(WFC)0205,203+205,203014,4130.60%+14,413
LULULEMON ATHLETICA INC(LULU)032,903+32,903012,5820.53%+12,582
SPDR S&P 500 ETF TR(SPY)08,051+8,05104,7180.20%+4,718
ISHARES TR13,76728,145+14,3782,6135,2100.22%+2,597
UBIQUITI INC(UI)34,69330,545-4,1487,69210,1390.42%+2,447
ISHARES TR014,780+14,78005,9350.25%+5,935
COINBASE GLOBAL INC(COIN)048,500+48,500012,0430.50%+12,043
CANADIAN NATL RY CO(CNI)017,570+17,57001,7840.07%+1,784
ALPHABET INC(GOOG)0141,452+141,452026,7771.12%+26,777
DICKS SPORTING GOODS INC(DKS)0150,354+150,354034,4071.44%+34,407
CISCO SYS INC(CSCO)295,303292,675-2,62815,71617,3260.73%+1,610
FISERV INC(FISV)85,16080,805-4,35515,29916,5990.70%+1,300
PAYCOM SOFTWARE INC(PAYC)42,58340,744-1,8397,0938,3510.35%+1,258
MASIMO CORP047,787+47,78707,8990.33%+7,899
LITHIA MTRS INC(LAD)49,24847,072-2,17615,64316,8250.71%+1,182
MARRIOTT INTL INC NEW(MAR)043,070+43,070012,0140.50%+12,014
BOOKING HOLDINGS INC(BKNG)2,2722,142-1309,57010,6420.45%+1,072
COLGATE PALMOLIVE CO(CL)049,335+49,33504,4850.19%+4,485
COPART INC(CPRT)0319,058+319,058018,3110.77%+18,311
THE TRADE DESK INC(TTD)271,274261,914-9,36029,74530,7831.29%+1,038
TE CONNECTIVITY PLC(TEL)07,006+7,00601,0020.04%+1,002
RAYMOND JAMES FINL INC(RJF)032,920+32,92005,1130.21%+5,113
ALPHABET INC(GOOG)0153,104+153,104029,1571.22%+29,157
REGIONS FINANCIAL CORP NEW(RF)94,084132,100+38,0162,1953,1070.13%+912
VANGUARD TAX-MANAGED FDS021,501+21,50101,0280.04%+1,028
ISHARES TR08,237+8,23708580.04%+858
MORGAN STANLEY(MS)037,991+37,99104,7760.20%+4,776
BURLINGTON STORES INC(BURL)56,35454,711-1,64314,84815,5960.65%+748
RH(RH)13,12812,874-2544,3905,0670.21%+677
NVIDIA CORPORATION(NVDA)0143,349+143,349019,2500.81%+19,250
EMERSON ELEC CO(EMR)045,136+45,13605,5940.23%+5,594
TRIMBLE INC(TRMB)125,577118,595-6,9827,7978,3800.35%+583
HONEYWELL INTL INC(HON)035,059+35,05907,9190.33%+7,919
CUMMINS INC(CMI)17,96618,162+1965,8176,3310.27%+514
MASTERCARD INCORPORATED(MA)101,74296,370-5,37250,24050,7462.13%+505
APTIV PLC(APTV)08,055+8,05504870.02%+487
HONDA MOTOR LTD(HMC)0119,643+119,64303,4160.14%+3,416
US BANCORP DEL(USB)239,865238,553-1,31210,96911,4100.48%+441
SERVICENOW INC(NOW)03,209+3,20903,4020.14%+3,402
BP PLC(BP)0184,895+184,89505,4660.23%+5,466
APPLE INC(AAPL)675,158629,793-45,365157,312157,7136.61%+401
ONEMAIN HLDGS INC(OMF)0108,724+108,72405,6680.24%+5,668
PNC FINL SVCS GROUP INC(PNC)30,61230,975+3635,6595,9730.25%+315
SHOPIFY INC(SHOP)41,77934,330-7,4493,3483,6500.15%+302
VANGUARD INDEX FDS01,769+1,76902990.01%+299
REVOLVE GROUP INC(RVLV)62,01454,110-7,9041,5371,8120.08%+275
AT&T INC(T)844,869827,325-17,54418,58718,8380.79%+251
TOMPKINS FINL CORP(TMP)023,439+23,43901,5900.07%+1,590
FULTON FINL CORP PA(FULT)0204,200+204,20003,9370.17%+3,937
AUTOMATIC DATA PROCESSING IN23,89123,384-5076,6116,8450.29%+234
CORPAY INC(CPAY)8,6648,66402,7062,9330.12%+227
BANK NEW YORK MELLON CORP027,882+27,88202,1420.09%+2,142
WALMART INC(WMT)24,61424,314-3001,9882,1970.09%+209
DISNEY WALT CO(DIS)046,195+46,19505,1440.22%+5,144
F5 INC(FFIV)06,500+6,50001,6350.07%+1,635
COMMUNITY FINANCIAL SYSTEM I(CBU)56,00056,00003,2523,4540.14%+202
GOOSEHEAD INS INC(GSHD)010,000+10,00001,0720.04%+1,072
GLOBAL PMTS INC(GPN)020,563+20,56302,3040.10%+2,304
TRUIST FINL CORP(TFC)189,035190,384+1,3498,0858,2590.35%+174
DONEGAL GROUP INC223,703223,70303,2973,4610.15%+163
VANGUARD WHITEHALL FDS02,228+2,22801510.01%+151
DEERE & CO(DE)21,46821,470+28,9599,0970.38%+138
DONEGAL GROUP INC0135,185+135,18501,9070.08%+1,907
SEI INVTS CO(SEIC)09,700+9,70008000.03%+800
SCHWAB STRATEGIC TR067,232+67,23201,8740.08%+1,874
UNITED STATES ANTIMONY CORP0120,200+120,20002130.01%+213
FLOWSERVE CORP(FLS)020,510+20,51001,1800.05%+1,180
GENERAL MTRS CO(GM)013,646+13,64607270.03%+727
BREAD FINANCIAL HOLDINGS INC08,000+8,00004880.02%+488
VANGUARD INDEX FDS32,74732,74707,7687,8680.33%+101
TJX COS INC NEW(TJX)029,516+29,51603,5660.15%+3,566
GE VERNOVA INC(GEV)01,380+1,38004540.02%+454
EQUINIX INC(EQIX)4,4864,324-1623,9824,0770.17%+95
TESLA INC(TSLA)0395+39501600.01%+160
BRITISH AMERN TOB PLC(BTI)127,404130,776+3,3724,6604,7500.20%+89
COSTCO WHSL CORP NEW(COST)02,861+2,86102,6210.11%+2,621
BROADRIDGE FINL SOLUTIONS IN(BR)012,698+12,69802,8710.12%+2,871
BLACKSTONE INC(BX)04,125+4,12507110.03%+711
PRICE T ROWE GROUP INC(TROW)06,026+6,02606820.03%+682
CASEYS GEN STORES INC(CASY)5,4545,366-882,0492,1260.09%+77
ISHARES TR
CORE MSCI EAFE
01,009+1,0090710.00%+71
UNIVEST FINANCIAL CORPORATIO(UVSP)050,427+50,42701,4880.06%+1,488
ISHARES TR01,438+1,43801660.01%+166
FACTSET RESH SYS INC(FDS)03,277+3,27701,5740.07%+1,574
CORNING INC(GLW)025,946+25,94601,2330.05%+1,233
SAREPTA THERAPEUTICS INC(SRPT)0500+5000610.00%+61
AUTODESK INC03,000+3,00008870.04%+887
METLIFE INC(MET)30,92831,883+9552,5512,6110.11%+60
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