LOGAN CAPITAL MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC | 0 | 68,559 | +68,559 | 0 | 19,567,424 | +19,567,424 |
| ALPHABET INC | 0 | 129,770 | +129,770 | 0 | 40,617,917 | +40,617,917 |
| APPLE INC | 0 | 534,445 | +534,445 | 0 | 145,294,088 | +145,294,088 |
| ELI LILLY & CO | 0 | 27,808 | +27,808 | 0 | 29,885,022 | +29,885,022 |
| KLA CORP | 0 | 54,069 | +54,069 | 0 | 65,697,630 | +65,697,630 |
| ALPHABET INC | 0 | 131,519 | +131,519 | 0 | 41,270,742 | +41,270,742 |
| ISHARES TR | 0 | 12,466 | +12,466 | 0 | 5,900,019 | +5,900,019 |
| AMAZON COM INC | 0 | 328,574 | +328,574 | 0 | 75,841,451 | +75,841,451 |
| SPDR S&P 500 ETF TR | 0 | 6,049 | +6,049 | 0 | 4,124,926 | +4,124,926 |
| WATERS CORP | 0 | 37,790 | +37,790 | 0 | 14,353,775 | +14,353,775 |
| METTLER TOLEDO INTERNATIONAL | 0 | 16,075 | +16,075 | 0 | 22,411,604 | +22,411,604 |
| BURLINGTON STORES INC | 0 | 58,953 | +58,953 | 0 | 17,028,574 | +17,028,574 |
| MERCK & CO INC | 0 | 155,114 | +155,114 | 0 | 16,327,266 | +16,327,266 |
| RH | 0 | 32,716 | +32,716 | 0 | 5,861,072 | +5,861,072 |
| CELESTICA INC | 0 | 38,623 | +38,623 | 0 | 11,417,345 | +11,417,345 |
| WALMART INC | 0 | 76,737 | +76,737 | 0 | 8,550,009 | +8,550,009 |
| ISHARES TR | 0 | 15,418 | +15,418 | 0 | 3,243,082 | +3,243,082 |
| ONEMAIN HLDGS INC | 0 | 151,837 | +151,837 | 0 | 10,256,561 | +10,256,561 |
| FLEX LTD | 0 | 444,176 | +444,176 | 0 | 26,837,114 | +26,837,114 |
| MARRIOTT INTL INC NEW | 0 | 35,059 | +35,059 | 0 | 10,876,728 | +10,876,728 |
| ROYAL BK CDA | 0 | 47,353 | +47,353 | 0 | 8,073,137 | +8,073,137 |
| OLD DOMINION FREIGHT LINE IN | 0 | 90,509 | +90,509 | 0 | 14,191,749 | +14,191,749 |
| MONSTER BEVERAGE CORP NEW | 0 | 142,786 | +142,786 | 0 | 10,947,402 | +10,947,402 |
| ASTRAZENECA PLC | 0 | 60,131 | +60,131 | 0 | 5,527,842 | +5,527,842 |
| LLOYDS BANKING GROUP PLC | 0 | 1,258,776 | +1,258,776 | 0 | 6,671,514 | +6,671,514 |
| LITHIA MTRS INC | 0 | 50,268 | +50,268 | 0 | 16,705,412 | +16,705,412 |
| CATERPILLAR INC | 0 | 21,573 | +21,573 | 0 | 12,358,750 | +12,358,750 |
| BROADCOM INC | 0 | 287,077 | +287,077 | 0 | 99,357,508 | +99,357,508 |
| NOVARTIS AG | 0 | 58,363 | +58,363 | 0 | 8,046,533 | +8,046,533 |
| CUMMINS INC | 0 | 16,259 | +16,259 | 0 | 8,299,410 | +8,299,410 |
| MASTERCARD INCORPORATED | 0 | 89,706 | +89,706 | 0 | 51,211,101 | +51,211,101 |
| ING GROEP N.V. | 0 | 276,801 | +276,801 | 0 | 7,750,441 | +7,750,441 |
| BRITISH AMERN TOB PLC | 0 | 143,005 | +143,005 | 0 | 8,096,955 | +8,096,955 |
| GSK PLC | 0 | 114,917 | +114,917 | 0 | 5,635,507 | +5,635,507 |
| NORDSON CORP | 0 | 45,795 | +45,795 | 0 | 11,010,556 | +11,010,556 |
| LINCOLN ELEC HLDGS INC | 0 | 67,258 | +67,258 | 0 | 16,117,803 | +16,117,803 |
| INTERACTIVE BROKERS GROUP IN | 0 | 15,640 | +15,640 | 0 | 1,005,808 | +1,005,808 |
| LPL FINL HLDGS INC | 0 | 35,656 | +35,656 | 0 | 12,735,282 | +12,735,282 |
| AGILENT TECHNOLOGIES INC | 0 | 102,370 | +102,370 | 0 | 13,929,467 | +13,929,467 |
| ACCENTURE PLC IRELAND | 0 | 54,119 | +54,119 | 0 | 14,520,016 | +14,520,016 |
| REGIONS FINANCIAL CORP NEW | 0 | 183,168 | +183,168 | 0 | 4,963,853 | +4,963,853 |
| YETI HLDGS INC | 0 | 81,739 | +81,739 | 0 | 3,610,412 | +3,610,412 |
| SANOFI SA | 0 | 147,363 | +147,363 | 0 | 7,141,221 | +7,141,221 |
| LULULEMON ATHLETICA INC | 0 | 28,548 | +28,548 | 0 | 5,932,560 | +5,932,560 |
| JOHNSON & JOHNSON | 0 | 76,628 | +76,628 | 0 | 15,858,116 | +15,858,116 |
| AMGEN INC | 0 | 21,887 | +21,887 | 0 | 7,163,985 | +7,163,985 |
| BP PLC | 0 | 234,846 | +234,846 | 0 | 8,156,187 | +8,156,187 |
| CISCO SYS INC | 0 | 165,878 | +165,878 | 0 | 12,777,597 | +12,777,597 |
| ELECTRONIC ARTS INC | 0 | 69,115 | +69,115 | 0 | 14,122,167 | +14,122,167 |
| INTERNATIONAL BUSINESS MACHS | 0 | 63,751 | +63,751 | 0 | 18,883,800 | +18,883,800 |
| TRUIST FINL CORP | 0 | 177,473 | +177,473 | 0 | 8,733,460 | +8,733,460 |
| PARKER-HANNIFIN CORP | 0 | 6,050 | +6,050 | 0 | 5,317,507 | +5,317,507 |
| IQVIA HLDGS INC | 0 | 16,591 | +16,591 | 0 | 3,739,778 | +3,739,778 |
| GE AEROSPACE | 0 | 34,155 | +34,155 | 0 | 10,520,655 | +10,520,655 |
| SHELL PLC | 0 | 238,311 | +238,311 | 0 | 17,511,059 | +17,511,059 |
| WELLS FARGO CO NEW | 0 | 103,899 | +103,899 | 0 | 9,683,420 | +9,683,420 |
| HUBBELL INC | 0 | 29,484 | +29,484 | 0 | 13,094,101 | +13,094,101 |
| AMERICAN EXPRESS CO | 0 | 1,586 | +1,586 | 0 | 586,740 | +586,740 |
| CANADIAN NATL RY CO | 0 | 39,635 | +39,635 | 0 | 3,917,965 | +3,917,965 |
| TEXAS ROADHOUSE INC | 0 | 72,253 | +72,253 | 0 | 11,993,921 | +11,993,921 |
| ASML HOLDING N V | 0 | 4,930 | +4,930 | 0 | 5,274,410 | +5,274,410 |
| MORGAN STANLEY | 0 | 33,993 | +33,993 | 0 | 6,034,701 | +6,034,701 |
| FIVE BELOW INC | 0 | 13,417 | +13,417 | 0 | 2,527,226 | +2,527,226 |
| VANGUARD INDEX FDS | 0 | 2,302 | +2,302 | 0 | 439,659 | +439,659 |
| ADVISORSHARES TR | 0 | 7,995 | +7,995 | 0 | 433,787 | +433,787 |
| PPG INDS INC | 0 | 4,174 | +4,174 | 0 | 427,668 | +427,668 |
| COGNIZANT TECHNOLOGY SOLUTIO | 0 | 27,228 | +27,228 | 0 | 2,259,924 | +2,259,924 |
| SHOPIFY INC | 0 | 32,782 | +32,782 | 0 | 5,274,951 | +5,274,951 |
| CENCORA INC | 0 | 15,939 | +15,939 | 0 | 5,383,397 | +5,383,397 |
| EQUINOR ASA | 0 | 251,463 | +251,463 | 0 | 5,942,077 | +5,942,077 |
| TJX COS INC NEW | 0 | 52,824 | +52,824 | 0 | 8,114,353 | +8,114,353 |
| FIRST TR EXCHANGE TRADED FD | 0 | 5,291 | +5,291 | 0 | 332,938 | +332,938 |
| DYCOM INDS INC | 0 | 7,200 | +7,200 | 0 | 2,432,880 | +2,432,880 |
| FLOWSERVE CORP | 0 | 19,920 | +19,920 | 0 | 1,382,050 | +1,382,050 |
| HONDA MOTOR LTD | 0 | 174,454 | +174,454 | 0 | 5,142,895 | +5,142,895 |
| LAUDER ESTEE COS INC | 0 | 17,596 | +17,596 | 0 | 1,842,653 | +1,842,653 |
| GENPACT LIMITED | 0 | 22,184 | +22,184 | 0 | 1,037,768 | +1,037,768 |
| GENERAL MTRS CO | 0 | 13,371 | +13,371 | 0 | 1,087,330 | +1,087,330 |
| DECKERS OUTDOOR CORP | 0 | 107,271 | +107,271 | 0 | 11,120,785 | +11,120,785 |
| CHUBB LIMITED | 0 | 12,562 | +12,562 | 0 | 3,920,703 | +3,920,703 |
| US BANCORP DEL | 0 | 145,992 | +145,992 | 0 | 7,790,129 | +7,790,129 |
| VANGUARD TAX-MANAGED FDS | 0 | 5,690 | +5,690 | 0 | 355,454 | +355,454 |
| BRISTOL-MYERS SQUIBB CO | 0 | 33,256 | +33,256 | 0 | 1,793,829 | +1,793,829 |
| PNC FINL SVCS GROUP INC | 0 | 28,276 | +28,276 | 0 | 5,902,127 | +5,902,127 |
| S&P GLOBAL INC | 0 | 16,066 | +16,066 | 0 | 8,395,867 | +8,395,867 |
| DEERE & CO | 0 | 20,775 | +20,775 | 0 | 9,672,217 | +9,672,217 |
| FRANKLIN FINL SVCS CORP | 0 | 40,550 | +40,550 | 0 | 2,035,610 | +2,035,610 |
| SHARKNINJA INC | 0 | 18,924 | +18,924 | 0 | 2,117,596 | +2,117,596 |
| CHARLES RIV LABS INTL INC | 0 | 10,975 | +10,975 | 0 | 2,189,293 | +2,189,293 |
| INFOSYS LTD | 0 | 98,192 | +98,192 | 0 | 1,749,782 | +1,749,782 |
| NEXTERA ENERGY INC | 0 | 61,060 | +61,060 | 0 | 4,901,864 | +4,901,864 |
| ULTA BEAUTY INC | 0 | 2,562 | +2,562 | 0 | 1,550,035 | +1,550,035 |
| TOMPKINS FINL CORP | 0 | 23,439 | +23,439 | 0 | 1,699,796 | +1,699,796 |
| BREAD FINANCIAL HOLDINGS INC | 0 | 8,000 | +8,000 | 0 | 592,240 | +592,240 |
| DONEGAL GROUP INC | 0 | 135,185 | +135,185 | 0 | 2,391,423 | +2,391,423 |
| FULTON FINL CORP PA | 0 | 204,200 | +204,200 | 0 | 3,947,186 | +3,947,186 |
| WW GRAINGER INC | 0 | 2,524 | +2,524 | 0 | 2,546,842 | +2,546,842 |
| PALANTIR TECHNOLOGIES INC | 0 | 1,822 | +1,822 | 0 | 323,861 | +323,861 |
| UNIVEST FINANCIAL CORPORATIO | 0 | 48,600 | +48,600 | 0 | 1,591,164 | +1,591,164 |
| DONEGAL GROUP INC | 0 | 223,703 | +223,703 | 0 | 4,469,586 | +4,469,586 |