Portfolio (Quarterly)
Guide ↗
LOGAN CAPITAL MANAGEMENT INC
· CIK 0001121330| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | JPM | JPMORGAN CHASE & CO. | Financial Services | 70,963 | $22.9M | 0.96% | SOLD |
| 22 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 16,075 | $22.4M | 0.94% | SOLD |
| 23 | ANET | ARISTA NETWORKS INC | Technology | 170,349 | $22.3M | 0.94% | SOLD |
| 24 | FAST | FASTENAL CO | Industrials | 520,459 | $20.9M | 0.88% | SOLD |
| 25 | CVX | CHEVRON CORP NEW | Energy | 135,575 | $20.7M | 0.87% | SOLD |
| 26 | MU | MICRON TECHNOLOGY INC | Technology | 68,559 | $19.6M | 0.82% | SOLD |
| 27 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 63,751 | $18.9M | 0.80% | SOLD |
| 28 | ABBV | ABBVIE INC | Healthcare | 79,419 | $18.1M | 0.76% | SOLD |
| 29 | SHEL | SHELL PLC | Energy | 238,311 | $17.5M | 0.74% | SOLD |
| 30 | NVDA | NVIDIA CORPORATION | Technology | 92,123 | $17.2M | 0.72% | SOLD |
| 31 | BURL | BURLINGTON STORES INC | Consumer Cyclical | 58,953 | $17.0M | 0.72% | SOLD |
| 32 | LAD | LITHIA MTRS INC | Consumer Cyclical | 50,268 | $16.7M | 0.70% | SOLD |
| 33 | MRK | MERCK & CO INC | Healthcare | 155,114 | $16.3M | 0.69% | SOLD |
| 34 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 67,258 | $16.1M | 0.68% | SOLD |
| 35 | UI | UBIQUITI INC | Technology | 28,943 | $16.0M | 0.67% | SOLD |
| 36 | JNJ | JOHNSON & JOHNSON | Healthcare | 76,628 | $15.9M | 0.67% | SOLD |
| 37 | HD | HOME DEPOT INC | Consumer Cyclical | 45,686 | $15.7M | 0.66% | SOLD |
| 38 | ACN | ACCENTURE PLC IRELAND | Technology | 54,119 | $14.5M | 0.61% | SOLD |
| 39 | WAT | WATERS CORP | Healthcare | 37,790 | $14.4M | 0.60% | SOLD |
| 40 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 90,509 | $14.2M | 0.60% | SOLD |