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Portfolio (Quarterly) Guide ↗

LOGAN CAPITAL MANAGEMENT INC

· CIK 0001121330
13F Portfolio $2.3B AUM 426 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 273 New 275 Exited
Page 7 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PUT FTAI AVIATION LTD 18,480.0 $4.5M 0.20% NEW $245.00
122 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 22,023.0 $4.5M 0.20% NEW $203.18 +7.5%
123 PH PUT PARKER-HANNIFIN CORP Industrials 4,938.0 $4.4M 0.19% NEW $895.21 -3.0%
124 NSC PUT NORFOLK SOUTHN CORP Industrials 15,325.0 $4.4M 0.19% NEW $287.00 +11.6%
125 MSCI PUT MSCI INC Financial Services 8,133.0 $4.4M 0.19% NEW $539.01 +9.2%
126 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 51,351.0 $4.4M 0.19% NEW $85.23 +5.4%
127 ABT PUT ABBOTT LABORATORIES Healthcare 42,523.0 $4.4M 0.19% NEW $102.67 -15.6%
128 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 28,267.0 $4.3M 0.19% NEW $153.10 -16.8%
129 POOL PUT POOL CORP Industrials 21,004.0 $4.2M 0.18% NEW $202.33 -9.9%
130 RELX PUT RELX PLC Communication Services 126,425.0 $4.2M 0.18% NEW $33.15 -0.8%
131 FULT PUT FULTON FINL CORP PA Financial Services 204,200.0 $4.2M 0.18% NEW $20.34 +7.0%
132 LFUS PUT LITTELFUSE INC Technology 11,940.0 $4.1M 0.18% NEW $339.34 +40.5%
133 MSI PUT MOTOROLA SOLUTIONS INC Technology 9,197.0 $4.0M 0.17% NEW $433.97 -5.4%
134 RJF PUT RAYMOND JAMES FINL INC Financial Services 27,195.0 $3.9M 0.17% NEW $144.79 +5.1%
135 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 60,473.0 $3.9M 0.17% NEW $64.61 +51.8%
136 DGICA PUT DONEGAL GROUP INC Financial Services 223,703.0 $3.8M 0.17% NEW $17.18 +1.0%
137 CB PUT CHUBB LTD SWITZ Financial Services 11,636.0 $3.8M 0.17% NEW $325.92 -0.1%
138 DIS PUT DISNEY WALT CO Communication Services 39,130.0 $3.8M 0.16% NEW $96.38 +7.2%
139 SHOP PUT SHOPIFY INC Technology 31,079.0 $3.7M 0.16% NEW $118.62 -11.6%
140 EA PUT ELECTRONIC ARTS INC Communication Services 17,908.0 $3.7M 0.16% NEW $203.87 -1.3%
Page 7 of 14  ·  273 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.