Portfolio (Quarterly)
Guide ↗
LOGAN CAPITAL MANAGEMENT INC
· CIK 0001121330| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 534,445 | $145.3M | 6.11% | SOLD |
| 2 | AVGO | BROADCOM INC | Technology | 287,077 | $99.4M | 4.18% | SOLD |
| 3 | MSFT | MICROSOFT CORP | Technology | 165,298 | $79.9M | 3.36% | SOLD |
| 4 | AMZN | AMAZON COM INC | Consumer Cyclical | 328,574 | $75.8M | 3.19% | SOLD |
| 5 | APH | AMPHENOL CORP NEW | Technology | 502,364 | $67.9M | 2.86% | SOLD |
| 6 | KLAC | KLA CORP | Technology | 54,069 | $65.7M | 2.77% | SOLD |
| 7 | LCLG | ADVISORS SER TR | — | 1,043,067 | $65.5M | 2.76% | SOLD |
| 8 | APP | APPLOVIN CORP | Technology | 82,358 | $55.5M | 2.33% | SOLD |
| 9 | MA | MASTERCARD INCORPORATED | Financial Services | 89,706 | $51.2M | 2.15% | SOLD |
| 10 | META | META PLATFORMS INC | Communication Services | 77,258 | $51.0M | 2.15% | SOLD |
| 11 | NFLX | NETFLIX INC | Communication Services | 466,501 | $43.7M | 1.84% | SOLD |
| 12 | GOOG | ALPHABET INC | Communication Services | 131,519 | $41.3M | 1.74% | SOLD |
| 13 | GOOGL | ALPHABET INC | Communication Services | 129,770 | $40.6M | 1.71% | SOLD |
| 14 | LLY | ELI LILLY & CO | Healthcare | 27,808 | $29.9M | 1.26% | SOLD |
| 15 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 164,540 | $29.4M | 1.24% | SOLD |
| 16 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 145,866 | $28.9M | 1.22% | SOLD |
| 17 | URI | UNITED RENTALS INC | Industrials | 35,677 | $28.9M | 1.22% | SOLD |
| 18 | FLEX | FLEX LTD | Technology | 444,176 | $26.8M | 1.13% | SOLD |
| 19 | CTAS | CINTAS CORP | Industrials | 133,515 | $25.1M | 1.06% | SOLD |
| 20 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 76,527 | $24.8M | 1.04% | SOLD |