LOGAN CAPITAL MANAGEMENT INC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$2.2T
Holdings
492
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (492 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 524,718 | $107.7B | 5.01% | |
| 2 | AVGOBROADCOM INC | 357,682 | $98.6B | 4.59% | |
| 3 | MSFTMICROSOFT CORP | 171,858 | $85.5B | 3.98% | |
| 4 | AMZNAMAZON COM INC | 316,958 | $69.5B | 3.23% | |
| 5 | NFLXNETFLIX INC | 46,046 | $61.7B | 2.87% | |
| 6 | LCLGADVISORS SER TR | 1,043,589 | $58.4B | 2.72% | |
| 7 | METAMETA PLATFORMS INC | 73,991 | $54.6B | 2.54% | |
| 8 | APHAMPHENOL CORP NEW | 545,809 | $53.9B | 2.51% | |
| 9 | MAMASTERCARD INCORPORATED | 86,184 | $48.4B | 2.25% | |
| 10 | KLACKLA CORP | 50,885 | $45.6B | 2.12% | |
| 11 | APPAPPLOVIN CORP | 92,377 | $32.3B | 1.50% | |
| 12 | DKSDICKS SPORTING GOODS INC | 140,433 | $27.8B | 1.29% | |
| 13 | CITCINTAS CORP | 121,205 | $27.0B | 1.26% | |
| 14 | URIUNITED RENTALS INC | 34,146 | $25.7B | 1.20% | |
| 15 | WSMWILLIAMS SONOMA INC | 155,284 | $25.4B | 1.18% | |
| 16 | SHWSHERWIN WILLIAMS CO | 73,759 | $25.3B | 1.18% | |
| 17 | GOOGALPHABET INC | 140,236 | $24.9B | 1.16% | |
| 18 | LLYELI LILLY & CO | 29,826 | $23.2B | 1.08% | |
| 19 | JPMJPMORGAN CHASE & CO. | 79,063 | $22.9B | 1.07% | |
| 20 | GOOGLALPHABET INC | 123,215 | $21.7B | 1.01% | |
| 21 | CVXCHEVRON CORP NEW | 146,594 | $21.0B | 0.98% | |
| 22 | FLEXFLEX LTD | 420,468 | $21.0B | 0.98% | |
| 23 | FASTFASTENAL CO | 484,584 | $20.4B | 0.95% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 68,770 | $20.3B | 0.94% | |
| 25 | MTDMETTLER TOLEDO INTERNATIONAL | 15,141 | $17.8B | 0.83% | |
| 26 | ABBVABBVIE INC | 90,312 | $16.8B | 0.78% | |
| 27 | ANETARISTA NETWORKS INC | 162,951 | $16.7B | 0.78% | |
| 28 | VRSKVERISK ANALYTICS INC | 52,476 | $16.3B | 0.76% | |
| 29 | HDHOME DEPOT INC | 44,489 | $16.3B | 0.76% | |
| 30 | NVDANVIDIA CORPORATION | 102,831 | $16.2B | 0.76% | |
| 31 | SHELSHELL PLC | 227,826 | $16.0B | 0.75% | |
| 32 | ACNACCENTURE PLC IRELAND | 53,364 | $15.9B | 0.74% | |
| 33 | MDLZMONDELEZ INTL INC | 233,855 | $15.8B | 0.73% | |
| 34 | TTDTHE TRADE DESK INC | 213,469 | $15.4B | 0.71% | |
| 35 | PGPROCTER AND GAMBLE CO | 96,089 | $15.3B | 0.71% | |
| 36 | LADLITHIA MTRS INC | 45,244 | $15.3B | 0.71% | |
| 37 | CPRTCOPART INC | 306,666 | $15.0B | 0.70% | |
| 38 | COINCOINBASE GLOBAL INC | 42,867 | $15.0B | 0.70% | |
| 39 | SBUXSTARBUCKS CORP | 161,135 | $14.8B | 0.69% | |
| 40 | ODFLOLD DOMINION FREIGHT LINE IN | 89,035 | $14.5B | 0.67% | |
| 41 | TAT&T INC | 489,885 | $14.2B | 0.66% | |
| 42 | TXRHTEXAS ROADHOUSE INC | 69,303 | $13.0B | 0.60% | |
| 43 | LPLALPL FINL HLDGS INC | 34,545 | $13.0B | 0.60% | |
| 44 | CSCOCISCO SYS INC | 186,413 | $12.9B | 0.60% | |
| 45 | MRKMERCK & CO INC | 158,672 | $12.6B | 0.58% | |
| 46 | BURLBURLINGTON STORES INC | 53,820 | $12.5B | 0.58% | |
| 47 | LECOLINCOLN ELEC HLDGS INC | 58,808 | $12.2B | 0.57% | |
| 48 | ORCLORACLE CORP | 55,737 | $12.2B | 0.57% | |
| 49 | ZTSZOETIS INC | 76,867 | $12.0B | 0.56% | |
| 50 | JNJJOHNSON & JOHNSON | 77,403 | $11.8B | 0.55% | |
| 51 | WATWATERS CORP | 33,144 | $11.6B | 0.54% | |
| 52 | 4I1PHILIP MORRIS INTL INC | 63,318 | $11.5B | 0.54% | |
| 53 | HUBBHUBBELL INC | 27,575 | $11.3B | 0.52% | |
| 54 | AG8AGILENT TECHNOLOGIES INC | 95,192 | $11.2B | 0.52% | |
| 55 | BKNGBOOKING HOLDINGS INC | 1,932 | $11.2B | 0.52% | |
| 56 | ETNEATON CORP PLC | 29,727 | $10.6B | 0.49% | |
| 57 | PFEPFIZER INC | 437,248 | $10.6B | 0.49% | |
| 58 | EAELECTRONIC ARTS INC | 66,191 | $10.6B | 0.49% | |
| 59 | DEDEERE & CO | 20,775 | $10.6B | 0.49% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 243,005 | $10.5B | 0.49% | |
| 61 | DECKDECKERS OUTDOOR CORP | 97,203 | $10.0B | 0.47% | |
| 62 | VVISA INC | 27,957 | $9.9B | 0.46% | |
| 63 | UIUBIQUITI INC | 23,977 | $9.9B | 0.46% | |
| 64 | MARMARRIOTT INTL INC NEW | 35,207 | $9.6B | 0.45% | |
| 65 | WFCWELLS FARGO CO NEW | 119,684 | $9.6B | 0.45% | |
| 66 | PAYCPAYCOM SOFTWARE INC | 40,254 | $9.3B | 0.43% | |
| 67 | NDSNNORDSON CORP | 41,913 | $9.0B | 0.42% | |
| 68 | FISVFISERV INC | 52,072 | $9.0B | 0.42% | |
| 69 | SPGIS&P GLOBAL INC | 17,013 | $9.0B | 0.42% | |
| 70 | CATCATERPILLAR INC | 22,856 | $8.9B | 0.41% | |
| 71 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 28,313 | $8.7B | 0.41% | |
| 72 | HSYHERSHEY CO | 52,300 | $8.7B | 0.40% | |
| 73 | PRIPRIMERICA INC | 31,429 | $8.6B | 0.40% | |
| 74 | PEPPEPSICO INC | 64,491 | $8.5B | 0.40% | |
| 75 | MNSTMONSTER BEVERAGE CORP NEW | 134,840 | $8.4B | 0.39% | |
| 76 | MCDMCDONALDS CORP | 28,212 | $8.2B | 0.38% | |
| 77 | GEGE AEROSPACE | 31,777 | $8.2B | 0.38% | |
| 78 | TRMBTRIMBLE INC | 106,655 | $8.1B | 0.38% | |
| 79 | COPCONOCOPHILLIPS | 88,663 | $8.0B | 0.37% | |
| 80 | TFCTRUIST FINL CORP | 177,229 | $7.6B | 0.35% | |
| 81 | OMFONEMAIN HLDGS INC | 132,491 | $7.6B | 0.35% | |
| 82 | KOCOCA COLA CO | 106,463 | $7.5B | 0.35% | |
| 83 | USBUS BANCORP DEL | 155,816 | $7.1B | 0.33% | |
| 84 | LULULULULEMON ATHLETICA INC | 29,600 | $7.0B | 0.33% | |
| 85 | VBVANGUARD INDEX FDS | 29,295 | $6.9B | 0.32% | |
| 86 | UPSUNITED PARCEL SERVICE INC | 68,249 | $6.9B | 0.32% | |
| 87 | KKRKKR & CO INC | 51,634 | $6.9B | 0.32% | |
| 88 | LINLINDE PLC | 14,334 | $6.7B | 0.31% | |
| 89 | ADPAUTOMATIC DATA PROCESSING IN | 21,579 | $6.7B | 0.31% | |
| 90 | TJXTJX COS INC NEW | 52,911 | $6.5B | 0.30% | |
| 91 | LOGILOGITECH INTL S A | 71,836 | $6.5B | 0.30% | |
| 92 | GPKGRAPHIC PACKAGING HLDG CO | 307,173 | $6.5B | 0.30% | |
| 93 | ABTABBOTT LABS | 46,449 | $6.3B | 0.29% | |
| 94 | BMTABRITISH AMERN TOB PLC | 131,999 | $6.2B | 0.29% | |
| 95 | AMGNAMGEN INC | 22,313 | $6.2B | 0.29% | |
| 96 | POOLPOOL CORP | 20,578 | $6.0B | 0.28% | |
| 97 | HONHONEYWELL INTL INC | 25,100 | $5.8B | 0.27% | |
| 98 | BPBP PLC | 191,962 | $5.7B | 0.27% | |
| 99 | DISDISNEY WALT CO | 45,980 | $5.7B | 0.27% | |
| 100 | NVSNNOVARTIS AG | 46,660 | $5.6B | 0.26% |
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