LOGAN CAPITAL MANAGEMENT INC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$2.1T

Holdings

531

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (531 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
921,159$130.3B6.07%
2
AMZNAMAZON COM INC
22,391$73.6B3.43%
3
MSFTMICROSOFT CORP
210,495$59.3B2.76%
4
AVGOBROADCOM INC
105,714$51.3B2.39%
5
MAMASTERCARD INCORPORA
119,881$41.7B1.94%
6
NFLXNETFLIX INC
67,534$41.2B1.92%
7
METAFACEBOOK INC
109,989$37.3B1.74%
8
SHWSHERWIN WILLIAMS CO
129,882$36.3B1.69%
9
PAYCPAYCOM SOFTWARE INC
65,744$32.6B1.52%
10
MTDMETTLER TOLEDO INTER
21,926$30.2B1.41%
11
EPAMEPAM SYS INC
52,272$29.8B1.39%
12
KLACKLA CORP
88,351$29.6B1.38%
13
WSMWILLIAMS SONOMA INC
165,709$29.4B1.37%
14
APHAMPHENOL CORP NEW
391,959$28.7B1.34%
15
PGPROCTER AND GAMBLE C
205,010$28.7B1.34%
16
TFCTRUIST FINL CORP
468,582$27.5B1.28%
17
ELLAUDER ESTEE COS INC
90,929$27.3B1.27%
18
GOOGLALPHABET INC
9,944$26.6B1.24%
19
HDHOME DEPOT INC
79,334$26.0B1.21%
20
SBUXSTARBUCKS CORP
235,206$25.9B1.21%
21
ZTSZOETIS INC
129,055$25.1B1.17%
22
TTDTHE TRADE DESK INC
354,818$24.9B1.16%
23
JPMJPMORGAN CHASE & CO
137,665$22.5B1.05%
24
DKSDICKS SPORTING GOODS
186,820$22.4B1.04%
25
NKENIKE INC
150,632$21.9B1.02%
26
CVXCHEVRON CORP NEW
206,802$21.0B0.98%
27
PFEPFIZER INC
474,304$20.4B0.95%
28
WATWATERS CORP
53,934$19.3B0.90%
29
TAT&T INC
694,357$18.8B0.87%
30
IBMINTERNATIONAL BUSINE
125,711$17.5B0.81%
31
R6C2ROYAL DUTCH SHELL PL
391,873$17.3B0.81%
32
CITCINTAS CORP
44,404$16.9B0.79%
33
URIUNITED RENTALS INC
47,174$16.6B0.77%
34
PEPPEPSICO INC
107,310$16.1B0.75%
35
LULULULULEMON ATHLETICA
39,436$16.0B0.74%
36
ODFLOLD DOMINION FREIGHT
55,557$15.9B0.74%
37
3M4MASIMO CORP
58,170$15.7B0.73%
38
ADBEADOBE SYSTEMS INCORP
21,094$15.7B0.73%
39
CSCOCISCO SYS INC
284,916$15.5B0.72%
40
GOOGALPHABET INC
5,737$15.3B0.71%
41
AFWALIGN TECHNOLOGY INC
22,793$15.2B0.71%
42
4I1PHILIP MORRIS INTL I
159,229$15.1B0.70%
43
LADLITHIA MTRS INC
47,234$15.0B0.70%
44
MNSTMONSTER BEVERAGE COR
166,502$14.8B0.69%
45
AG8AGILENT TECHNOLOGIES
93,750$14.8B0.69%
46
AMGNAMGEN INC
69,406$14.8B0.69%
47
FASTFASTENAL CO
279,433$14.4B0.67%
48
NDSNNORDSON CORP
59,069$14.1B0.66%
49
JNJJOHNSON & JOHNSON
83,686$13.5B0.63%
50
RTXRAYTHEON TECHNOLOGIE
155,542$13.4B0.62%
51
VVISA INC
59,522$13.3B0.62%
52
YETIYETI HLDGS INC
152,765$13.1B0.61%
53
EAELECTRONIC ARTS INC
91,779$13.1B0.61%
54
USBUS BANCORP DEL
218,150$13.0B0.60%
55
PYPLPAYPAL HLDGS INC
47,162$12.3B0.57%
56
CTSHCOGNIZANT TECHNOLOGY
157,596$11.7B0.54%
57
ABBVABBVIE INC
108,307$11.7B0.54%
58
CPRTCOPART INC
83,772$11.6B0.54%
59
TRMBTRIMBLE INC
139,822$11.5B0.54%
60
FISVFISERV INC
105,666$11.5B0.53%
61
UNHUNITEDHEALTH GROUP I
28,418$11.1B0.52%
62
OMFONEMAIN HLDGS INC
197,493$10.9B0.51%
63
RHRH
16,335$10.9B0.51%
64
POOLPOOL CORP
24,810$10.8B0.50%
65
CDWCDW CORP
58,250$10.6B0.49%
66
MCDMCDONALDS CORP
43,768$10.6B0.49%
67
FIVEFIVE BELOW INC
58,928$10.4B0.49%
68
IQVIQVIA HLDGS INC
42,726$10.2B0.48%
69
KOCOCA COLA CO
192,251$10.1B0.47%
70
MRKMERCK & CO INC
132,178$9.9B0.46%
71
TTECTTEC HLDGS INC
104,584$9.8B0.46%
72
UIUBIQUITI INC
32,641$9.7B0.45%
73
COINCOINBASE GLOBAL INC
42,384$9.6B0.45%
74
BACVERIZON COMMUNICATIO
175,317$9.5B0.44%
75
ABTABBOTT LABS
78,720$9.3B0.43%
76
HSYHERSHEY CO
52,526$8.9B0.41%
77
CRLCHARLES RIV LABS INT
20,808$8.6B0.40%
78
PRIPRIMERICA INC
53,996$8.3B0.39%
79
SPGIS&P GLOBAL INC
19,180$8.2B0.38%
80
BRBROADRIDGE FINL SOLU
48,445$8.1B0.38%
81
MDTMEDTRONIC PLC
64,331$8.1B0.38%
82
NSPINSPERITY INC
72,040$8.0B0.37%
83
MSCIMSCI INC
13,034$7.9B0.37%
84
MDLZMONDELEZ INTL INC
133,291$7.8B0.36%
85
ACNACCENTURE PLC IRELAN
23,554$7.5B0.35%
86
FNDFLOOR & DECOR HLDGS
61,882$7.5B0.35%
87
IPGPIPG PHOTONICS CORP
47,172$7.5B0.35%
88
GPNGLOBAL PMTS INC
46,646$7.3B0.34%
89
DEDEERE & CO
21,871$7.3B0.34%
90
ONON SEMICONDUCTOR COR
159,806$7.3B0.34%
91
NXPINXP SEMICONDUCTORS N
36,686$7.2B0.33%
92
STZCONSTELLATION BRANDS
33,603$7.1B0.33%
93
INTUINTUIT
12,823$6.9B0.32%
94
MTCHMATCH GROUP INC NEW
42,389$6.7B0.31%
95
ADPAUTOMATIC DATA PROCE
33,126$6.6B0.31%
96
ZBRAZEBRA TECHNOLOGIES C
12,827$6.6B0.31%
97
PNCPNC FINL SVCS GROUP
32,850$6.4B0.30%
98
BKNGBOOKING HOLDINGS INC
2,704$6.4B0.30%
99
COPCONOCOPHILLIPS
94,612$6.4B0.30%
100
DISDISNEY WALT CO
37,312$6.3B0.29%
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