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 |
|---|---|---|---|---|---|
| 101 | SNYSANOFI | 116,215 | $5.6B | 0.26% | |
| 102 | TTENTOTALENERGIES SE | 89,010 | $5.5B | 0.25% | |
| 103 | CLSCELESTICA INC | 34,929 | $5.5B | 0.25% | |
| 104 | CMICUMMINS INC | 16,544 | $5.4B | 0.25% | |
| 105 | EMREMERSON ELEC CO | 40,514 | $5.4B | 0.25% | |
| 106 | 3M4MASIMO CORP | 31,352 | $5.3B | 0.25% | |
| 107 | PNCPNC FINL SVCS GROUP INC | 28,103 | $5.2B | 0.24% | |
| 108 | LYGLLOYDS BANKING GROUP PLC | 1,211,983 | $5.2B | 0.24% | |
| 109 | RYROYAL BK CDA | 37,799 | $5.0B | 0.23% | |
| 110 | LMTLOCKHEED MARTIN CORP | 10,731 | $5.0B | 0.23% | |
| 111 | UNHUNITEDHEALTH GROUP INC | 15,746 | $4.9B | 0.23% | |
| 112 | INGING GROEP N.V. | 220,820 | $4.8B | 0.22% | |
| 113 | CDWCDW CORP | 26,868 | $4.8B | 0.22% | |
| 114 | DWDMORGAN STANLEY | 33,973 | $4.8B | 0.22% | |
| 115 | ABGCENCORA INC | 15,940 | $4.8B | 0.22% | |
| 116 | UNPUNION PAC CORP | 20,293 | $4.7B | 0.22% | |
| 117 | RJFRAYMOND JAMES FINL INC | 29,607 | $4.5B | 0.21% | |
| 118 | DGICADONEGAL GROUP INC | 223,703 | $4.5B | 0.21% | |
| 119 | MCHPMICROCHIP TECHNOLOGY INC. | 62,966 | $4.4B | 0.21% | |
| 120 | CMSCMS ENERGY CORP | 63,884 | $4.4B | 0.21% | |
| 121 | ULUNILEVER PLC | 70,996 | $4.3B | 0.20% | |
| 122 | NEENEXTERA ENERGY INC | 61,515 | $4.3B | 0.20% | |
| 123 | NSCNORFOLK SOUTHN CORP | 16,425 | $4.2B | 0.20% | |
| 124 | PHPARKER-HANNIFIN CORP | 6,011 | $4.2B | 0.20% | |
| 125 | EQNREQUINOR ASA | 164,576 | $4.1B | 0.19% | |
| 126 | INTUINTUIT | 5,189 | $4.1B | 0.19% | |
| 127 | CLCOLGATE PALMOLIVE CO | 44,259 | $4.0B | 0.19% | |
| 128 | MSCIMSCI INC | 6,942 | $4.0B | 0.19% | |
| 129 | HMCHONDA MOTOR LTD | 136,793 | $3.9B | 0.18% | |
| 130 | ELVELEVANCE HEALTH INC | 9,909 | $3.9B | 0.18% | |
| 131 | ADBEADOBE INC | 9,757 | $3.8B | 0.18% | |
| 132 | NSPINSPERITY INC | 62,570 | $3.8B | 0.17% | |
| 133 | FULTFULTON FINL CORP PA | 204,200 | $3.7B | 0.17% | |
| 134 | CBCHUBB LIMITED | 12,618 | $3.7B | 0.17% | |
| 135 | GSKGSK PLC | 94,244 | $3.6B | 0.17% | |
| 136 | RFREGIONS FINANCIAL CORP NEW | 151,098 | $3.6B | 0.17% | |
| 137 | DUKDUKE ENERGY CORP NEW | 28,624 | $3.4B | 0.16% | |
| 138 | DEODIAGEO PLC | 32,853 | $3.3B | 0.15% | |
| 139 | AZOAUTOZONE INC | 886 | $3.3B | 0.15% | |
| 140 | CBUCOMMUNITY FINANCIAL SYSTEM I | 56,000 | $3.2B | 0.15% | |
| 141 | XOMEXXON MOBIL CORP | 29,520 | $3.2B | 0.15% | |
| 142 | ONON SEMICONDUCTOR CORP | 60,060 | $3.1B | 0.15% | |
| 143 | CNRCANADIAN NATL RY CO | 29,754 | $3.1B | 0.14% | |
| 144 | EQIXEQUINIX INC | 3,868 | $3.1B | 0.14% | |
| 145 | NOCNORTHROP GRUMMAN CORP | 5,928 | $3.0B | 0.14% | |
| 146 | NXPINXP SEMICONDUCTORS N V | 13,321 | $2.9B | 0.14% | |
| 147 | CPAYCORPAY INC | 8,393 | $2.8B | 0.13% | |
| 148 | SHOPSHOPIFY INC | 23,463 | $2.7B | 0.13% | |
| 149 | GWWGRAINGER W W INC | 2,524 | $2.6B | 0.12% | |
| 150 | DDDUPONT DE NEMOURS INC | 37,836 | $2.6B | 0.12% | |
| 151 | ASMLASML HOLDING N V | 3,222 | $2.6B | 0.12% | |
| 152 | RHRH | 13,305 | $2.5B | 0.12% | |
| 153 | IQVIQVIA HLDGS INC | 15,541 | $2.4B | 0.11% | |
| 154 | DGICBDONEGAL GROUP INC | 135,185 | $2.4B | 0.11% | |
| 155 | LFUSLITTELFUSE INC | 10,420 | $2.4B | 0.11% | |
| 156 | DYHTARGET CORP | 23,707 | $2.3B | 0.11% | |
| 157 | NOWSERVICENOW INC | 2,272 | $2.3B | 0.11% | |
| 158 | WMTWALMART INC | 23,039 | $2.3B | 0.10% | |
| 159 | YETIYETI HLDGS INC | 68,614 | $2.2B | 0.10% | |
| 160 | BRBROADRIDGE FINL SOLUTIONS IN | 8,866 | $2.2B | 0.10% | |
| 161 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 26,627 | $2.1B | 0.10% | |
| 162 | RTXRTX CORPORATION | 13,928 | $2.0B | 0.09% | |
| 163 | MSIMOTOROLA SOLUTIONS INC | 4,617 | $1.9B | 0.09% | |
| 164 | METMETLIFE INC | 23,839 | $1.9B | 0.09% | |
| 165 | FFIVF5 INC | 6,500 | $1.9B | 0.09% | |
| 166 | BROBROWN & BROWN INC | 16,928 | $1.9B | 0.09% | |
| 167 | APDAIR PRODS & CHEMS INC | 6,261 | $1.8B | 0.08% | |
| 168 | DYDYCOM INDS INC | 7,200 | $1.8B | 0.08% | |
| 169 | COSTCOSTCO WHSL CORP NEW | 1,735 | $1.7B | 0.08% | |
| 170 | FIVEFIVE BELOW INC | 12,867 | $1.7B | 0.08% | |
| 171 | ZBHZIMMER BIOMET HOLDINGS INC | 18,500 | $1.7B | 0.08% | |
| 172 | CRLCHARLES RIV LABS INTL INC | 11,087 | $1.7B | 0.08% | |
| 173 | PSXPHILLIPS 66 | 13,715 | $1.6B | 0.08% | |
| 174 | GPNGLOBAL PMTS INC | 20,322 | $1.6B | 0.08% | |
| 175 | BMYBRISTOL-MYERS SQUIBB CO | 34,515 | $1.6B | 0.07% | |
| 176 | TMPTOMPKINS FINL CORP | 23,439 | $1.5B | 0.07% | |
| 177 | BKBANK NEW YORK MELLON CORP | 16,047 | $1.5B | 0.07% | |
| 178 | UVSPUNIVEST FINANCIAL CORPORATIO | 48,600 | $1.5B | 0.07% | |
| 179 | FDSFACTSET RESH SYS INC | 3,257 | $1.5B | 0.07% | |
| 180 | IPGPIPG PHOTONICS CORP | 21,046 | $1.4B | 0.07% | |
| 181 | PAGPENSKE AUTOMOTIVE GRP INC | 8,348 | $1.4B | 0.07% | |
| 182 | ELLAUDER ESTEE COS INC | 17,596 | $1.4B | 0.07% | |
| 183 | FRAFFRANKLIN FINL SVCS CORP | 40,550 | $1.4B | 0.07% | |
| 184 | MOALTRIA GROUP INC | 23,424 | $1.4B | 0.06% | |
| 185 | CASYCASEYS GEN STORES INC | 2,682 | $1.4B | 0.06% | |
| 186 | GLWCORNING INC | 25,946 | $1.4B | 0.06% | |
| 187 | BLKBLACKROCK INC | 1,295 | $1.4B | 0.06% | |
| 188 | CTVACORTEVA INC | 17,648 | $1.3B | 0.06% | |
| 189 | KMXCARMAX INC | 19,100 | $1.3B | 0.06% | |
| 190 | NKENIKE INC | 17,863 | $1.3B | 0.06% | |
| 191 | WABWABTEC | 5,938 | $1.2B | 0.06% | |
| 192 | AFWALIGN TECHNOLOGY INC | 6,430 | $1.2B | 0.06% | |
| 193 | INFYINFOSYS LTD | 65,399 | $1.2B | 0.06% | |
| 194 | ULTAULTA BEAUTY INC | 2,562 | $1.2B | 0.06% | |
| 195 | SYKSTRYKER CORPORATION | 3,004 | $1.2B | 0.06% | |
| 196 | WEXWEX INC | 7,972 | $1.2B | 0.05% | |
| 197 | SNSHARKNINJA INC | 11,713 | $1.2B | 0.05% | |
| 198 | CZNCCITIZENS & NORTHN CORP | 60,260 | $1.1B | 0.05% | |
| 199 | LNTHLANTHEUS HLDGS INC | 13,330 | $1.1B | 0.05% | |
| 200 | MDTMEDTRONIC PLC | 12,459 | $1.1B | 0.05% |