Now live: Pro — the full 13F research suite for serious investorsSee pricing →
LOGAN CAPITAL MANAGEMENT INC

Q4 2023 · 13F-HR

LOGAN CAPITAL MANAGEMENT INCholdings as filed

Filed 2024-02-14 · accession 0001104659-24-022984

$2.15B
Reported value
495
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$142.6M6.64%740,671CommonSOLE
594918104MSFTMICROSOFT CORP$75.7M3.53%201,339CommonSOLE
11135F101AVGOBROADCOM INC$71.4M3.33%63,971CommonSOLE
023135106AMZNAMAZON COM INC$59.9M2.79%393,982CommonSOLE
00770X246LCLGADVISORS SER TR$49.9M2.32%1,236,786CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$45.6M2.12%106,848CommonSOLE
482480100KLACKLA CORP$41.2M1.92%70,811CommonSOLE
30303M102METAMETA PLATFORMS INC$34.2M1.59%96,625CommonSOLE
64110L106NFLXNETFLIX INC$31.9M1.49%65,600CommonSOLE
032095101APHAMPHENOL CORP NEW$29.5M1.37%297,604CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$29.4M1.37%94,415CommonSOLE
166764100CVXCHEVRON CORP NEW$24.8M1.16%166,584CommonSOLE
02079K107GOOGALPHABET INC$24.5M1.14%173,848CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$24.4M1.13%165,733CommonSOLE
855244109SBUXSTARBUCKS CORP$24.0M1.12%249,830CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$23.5M1.10%138,313CommonSOLE
98978V103ZTSZOETIS INC$23.2M1.08%117,480CommonSOLE
742718109PGPROCTER AND GAMBLE CO$23.2M1.08%158,159CommonSOLE
02079K305GOOGLALPHABET INC$22.3M1.04%159,707CommonSOLE
911363109URIUNITED RENTALS INC$22.2M1.04%38,755CommonSOLE
172908105CTASCINTAS CORP$22.1M1.03%36,608CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$21.8M1.02%18,006CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.4M1.00%131,097CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$21.2M0.99%52,337CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$21.0M0.98%59,812CommonSOLE
88339J105TTDTHE TRADE DESK INC$20.3M0.95%282,193CommonSOLE
437076102HDHOME DEPOT INC$19.7M0.92%56,739CommonSOLE
969904101WSMWILLIAMS SONOMA INC$19.0M0.89%94,315CommonSOLE
532457108LLYELI LILLY & CO$19.0M0.89%32,599CommonSOLE
00287Y109ABBVABBVIE INC$18.2M0.85%117,541CommonSOLE
58933Y105MRKMERCK & CO INC$18.0M0.84%165,106CommonSOLE
311900104FASTFASTENAL CO$17.8M0.83%274,080CommonSOLE
00724F101ADBEADOBE INC$17.1M0.80%28,684CommonSOLE
550021109LULULULULEMON ATHLETICA INC$17.1M0.80%33,415CommonSOLE
713448108PEPPEPSICO INC$16.8M0.78%98,967CommonSOLE
536797103LADLITHIA MTRS INC$16.4M0.76%49,778CommonSOLE
217204106CPRTCOPART INC$16.3M0.76%333,441CommonSOLE
780259305SHELSHELL PLC$15.8M0.74%240,550CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$15.7M0.73%112,604CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$14.4M0.67%66,379CommonSOLE
00206R102TAT&T INC$14.4M0.67%858,202CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.2M0.66%90,401CommonSOLE
92826C839VVISA INC$13.6M0.64%52,417CommonSOLE
941848103WATWATERS CORP$13.3M0.62%40,471CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$13.3M0.62%55,617CommonSOLE
17275R102CSCOCISCO SYS INC$13.2M0.61%260,302CommonSOLE
949746101WMT2WELLS FARGO CO NEW$13.1M0.61%265,272CommonSOLE
717081103PFEPFIZER INC$13.0M0.60%450,009CommonSOLE
655663102NDSNNORDSON CORP$12.9M0.60%48,648CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.5M0.58%133,032CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$12.3M0.57%18,343CommonSOLE
902973304USBUS BANCORP DEL$12.3M0.57%283,098CommonSOLE
78409V104SPGIS&P GLOBAL INC$12.1M0.56%27,436CommonSOLE
654106103NKENIKE INC$12.0M0.56%110,455CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$11.9M0.56%57,750CommonSOLE
337738108FISVFISERV INC$11.7M0.54%87,824CommonSOLE
580135101MCDMCDONALDS CORP$11.6M0.54%39,162CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.6M0.54%22,025CommonSOLE
20825C104COPCONOCOPHILLIPS$10.8M0.50%93,235CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$10.3M0.48%59,210CommonSOLE
50212V100LPLALPL FINL HLDGS INC$10.3M0.48%45,087CommonSOLE
571903202MARMARRIOTT INTL INC NEW$10.0M0.47%44,429CommonSOLE
191216100KOCOCA COLA CO$9.9M0.46%168,665CommonSOLE
443510607HUBBHUBBELL INC$9.8M0.46%29,884CommonSOLE
285512109EAELECTRONIC ARTS INC$9.8M0.46%71,718CommonSOLE
427866108HSYHERSHEY CO$9.8M0.45%52,306CommonSOLE
609207105MDLZMONDELEZ INTL INC$9.7M0.45%134,092CommonSOLE
73278L105POOLPOOL CORP$9.6M0.45%24,178CommonSOLE
040413106ANETEURARISTA NETWORKS INC$9.5M0.44%40,134CommonSOLE
74164M108PRIPRIMERICA INC$9.3M0.43%45,136CommonSOLE
464287598IWDISHARES TR$9.2M0.43%55,507CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.1M0.43%58,156CommonSOLE
122017106BURLBURLINGTON STORES INC$9.1M0.42%46,582CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.9M0.41%107,625CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8.6M0.40%149,876CommonSOLE
244199105DEDEERE & CO$8.6M0.40%21,543CommonSOLE
46266C105IQVIQVIA HLDGS INC$8.5M0.39%36,550CommonSOLE
031162100AMGNAMGEN INC$8.3M0.39%28,850CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.3M0.39%2,331CommonSOLE
45778Q107NSPINSPERITY INC$8.3M0.39%70,499CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$8.2M0.38%67,435CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$8.1M0.38%327,880CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.9M0.37%15,953CommonSOLE
438516106HONHONEYWELL INTL INC$7.9M0.37%37,660CommonSOLE
149123101CATCATERPILLAR INC$7.5M0.35%25,451CommonSOLE
G54950103LINLINDE PLC$7.3M0.34%17,876CommonSOLE
682189105ONON SEMICONDUCTOR CORP$7.1M0.33%85,431CommonSOLE
518439104ELLAUDER ESTEE COS INC$7.1M0.33%48,573CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7.1M0.33%25,899CommonSOLE
922908751VBVANGUARD INDEX FDS$6.9M0.32%32,409CommonSOLE
907818108UNPUNION PAC CORP$6.9M0.32%27,955CommonSOLE
89832Q109TFCTRUIST FINL CORP$6.9M0.32%185,945CommonSOLE
12514G108CDWCDW CORP$6.8M0.32%30,017CommonSOLE
33829M101FIVEFIVE BELOW INC$6.7M0.31%31,661CommonSOLE
896239100TRMBTRIMBLE INC$6.7M0.31%126,129CommonSOLE
68268W103OMFONEMAIN HLDGS INC$6.1M0.28%124,278CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$6.1M0.28%54,636CommonSOLE
55354G100MSCIMSCI INC$6.1M0.28%10,759CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.0M0.28%12,689CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.0M0.28%25,611CommonSOLE
574795100MASIMASIMO CORP$5.8M0.27%49,873CommonSOLE
055622104BPBP PLC$5.8M0.27%163,427CommonSOLE
N07059210ASMLASML HOLDING N V$5.6M0.26%7,408CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5.6M0.26%27,001CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$5.5M0.26%49,297CommonSOLE
002824100ABTABBOTT LABS$5.4M0.25%49,373CommonSOLE
617446448MSMORGAN STANLEY$5.4M0.25%57,999CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$5.3M0.25%11,134CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.3M0.25%11,643CommonSOLE
254687106DISDISNEY WALT CO$5.2M0.24%57,130CommonSOLE
537008104LFUSLITTELFUSE INC$5.0M0.23%18,847CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$5.0M0.23%21,157CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.9M0.23%19,014CommonSOLE
513272104LWLAMB WESTON HLDGS INC$4.9M0.23%45,009CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.8M0.22%53,214CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$4.8M0.22%30,680CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.7M0.22%77,702CommonSOLE
464287614IWFISHARES TR$4.7M0.22%15,467CommonSOLE
461202103INTUINTUIT$4.6M0.22%7,437CommonSOLE
74967X103RHRH$4.6M0.22%15,931CommonSOLE
98585X104YETIYETI HLDGS INC$4.5M0.21%87,704CommonSOLE
125896100CMSCMS ENERGY CORP$4.5M0.21%77,727CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.5M0.21%119,404CommonSOLE
291011104EMREMERSON ELEC CO$4.4M0.21%45,624CommonSOLE
189054109CLXCLOROX CO DEL$4.2M0.20%29,582CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$4.1M0.19%17,488CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$4.1M0.19%37,583CommonSOLE
29444U700EQIXEQUINIX INC$4.0M0.19%4,987CommonSOLE
03073E105CORCENCORA INC$3.9M0.18%18,980CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.8M0.18%16,660CommonSOLE
231021106CMICUMMINS INC$3.8M0.18%15,691CommonSOLE
87612E106TGTTARGET CORP$3.7M0.17%26,211CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$3.7M0.17%126,127CommonSOLE
66987V109NVSNOVARTIS AG$3.6M0.17%35,447CommonSOLE
89151E109TTENTOTALENERGIES SE$3.6M0.17%53,060CommonSOLE
80105N105SNYSANOFI$3.5M0.17%71,259CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.5M0.16%7,546CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.5M0.16%7,653CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$3.5M0.16%25,965CommonSOLE
90353W103UIUBIQUITI INC$3.5M0.16%25,096CommonSOLE
360271100FULTFULTON FINL CORP PA$3.4M0.16%204,200CommonNONE
26614N102DDDUPONT DE NEMOURS INC$3.3M0.16%43,306CommonSOLE
H50430232LOGILOGITECH INTL S A$3.3M0.15%34,843CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.2M0.15%33,455CommonSOLE
68389X105ORCLORACLE CORP$3.2M0.15%30,322CommonSOLE
05534B760BCEBCE INC$3.1M0.15%79,766CommonSOLE
257701201DGICADONEGAL GROUP INC$3.1M0.15%223,703CommonNONE
636274409NGGNATIONAL GRID PLC$3.1M0.15%45,991CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$3.1M0.15%19,436CommonSOLE
670100205NVONOVO-NORDISK A S$3.1M0.14%29,650CommonSOLE
904767704UNILEVER PLC$3.0M0.14%61,996CommonSOLE
780087102RYROYAL BK CDA$3.0M0.14%29,533CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.0M0.14%29,732CommonSOLE
37733W204GSKGSK PLC$2.9M0.14%79,548CommonSOLE
82509L107SHOPSHOPIFY INC$2.9M0.14%37,831CommonSOLE
203607106CBUCOMMUNITY BK SYS INC$2.9M0.14%56,000CommonNONE
H42097107UBSUBS GROUP AG$2.9M0.14%94,379CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.8M0.13%22,178CommonSOLE
872540109TJXTJX COS INC NEW$2.8M0.13%29,510CommonSOLE
Y2573F102FLEXFLEX LTD$2.6M0.12%85,965CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.6M0.12%21,500CommonNONE
25243Q205DEODIAGEO PLC$2.5M0.12%17,501CommonSOLE
456837103INGING GROEP N.V.$2.5M0.12%166,602CommonSOLE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$2.5M0.11%8,709CommonSOLE
438128308HMCHONDA MOTOR LTD$2.5M0.11%79,301CommonSOLE
81762P102NOWSERVICENOW INC$2.4M0.11%3,366CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.11%45,828CommonSOLE
053332102AZOAUTOZONE INC$2.3M0.11%906CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2.3M0.11%8,477CommonSOLE
456788108INFYINFOSYS LTD$2.3M0.11%125,771CommonSOLE
684060106ORANYORANGE$2.3M0.11%199,900CommonSOLE
29446M102EQNREQUINOR ASA$2.3M0.11%71,806CommonSOLE
384802104GWWGRAINGER W W INC$2.2M0.10%2,595CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.1M0.10%27,632CommonSOLE
59156R108METMETLIFE INC$2.1M0.10%31,300CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.0M0.09%9,407CommonSOLE
303075105FDSFACTSET RESH SYS INC$2.0M0.09%4,165CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.09%3,008CommonSOLE
96208T104WEXWEX INC$2.0M0.09%10,184CommonSOLE
75513E101RTXRTX CORPORATION$2.0M0.09%23,484CommonSOLE
260557103DOWDOW INC$1.9M0.09%35,246CommonSOLE
718546104PSXPHILLIPS 66$1.8M0.09%13,839CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.8M0.08%16,321CommonSOLE
257701300DGICBDONEGAL GROUP INC$1.8M0.08%135,185CommonNONE
64110W102NTESNETEASE INC$1.7M0.08%18,633CommonSOLE
143130102KMXCARMAX INC$1.7M0.08%22,492CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.7M0.08%3,415CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.08%6,369CommonSOLE
N3167Y103RACEFERRARI N V$1.6M0.07%4,668CommonSOLE
L44385109GLOBGLOBANT S A$1.5M0.07%6,463CommonSOLE
G0403H108AONAON PLC$1.5M0.07%5,257CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.5M0.07%1,867CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$1.5M0.07%24,426CommonSOLE
126650100CVSCVS HEALTH CORP$1.5M0.07%18,999CommonSOLE
40415F101HDBHDFC BANK LTD$1.4M0.07%21,056CommonSOLE
890110109TMPTOMPKINS FINL CORP$1.4M0.07%23,439CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.06%26,592CommonSOLE
172922106CZNCCITIZENS & NORTHN CORP$1.4M0.06%60,260CommonNONE
76156B107RVLVREVOLVE GROUP INC$1.3M0.06%81,417CommonSOLE
89531P105TREXTREX CO INC$1.3M0.06%16,037CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.06%7,622CommonSOLE
931142103WMTWALMART INC$1.3M0.06%8,146CommonSOLE
353525108FRAFFRANKLIN FINL SVCS CORP$1.3M0.06%40,550CommonNONE
136635109CSIQCANADIAN SOLAR INC$1.2M0.06%46,857CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.2M0.06%8,407CommonSOLE
69370C100PTCPTC INC$1.2M0.05%6,695CommonSOLE
315616102FFIVF5 INC$1.2M0.05%6,500CommonNONE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$1.1M0.05%14,101CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$1.1M0.05%50,427CommonSOLE
67077M108NTRNUTRIEN LTD$1.0M0.05%18,570CommonNONE
02209S103MOALTRIA GROUP INC$1.0M0.05%25,219CommonSOLE
747525103QCOMQUALCOMM INC$960,1710.04%6,639CommonSOLE
302520101FNBF N B CORP$957,0150.04%69,500CommonNONE
863667101SYKSTRYKER CORPORATION$914,2520.04%3,053CommonSOLE
G3922B107GGENPACT LIMITED$904,8540.04%26,069CommonSOLE
22052L104CTVACORTEVA INC$885,0320.04%18,469CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$867,9900.04%23,780CommonSOLE
256135203RDYDR REDDYS LABS LTD$865,9240.04%12,445CommonSOLE
596278101MIDDMIDDLEBY CORP$846,6690.04%5,753CommonSOLE
34354P105FLSFLOWSERVE CORP$845,4220.04%20,510CommonSOLE
267475101DYDYCOM INDS INC$828,6480.04%7,200CommonNONE
G6095L109APTIV PLC$827,8470.04%9,227CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$809,9200.04%8,653CommonSOLE
219350105GLWCORNING INC$790,0560.04%25,946CommonSOLE
929740108WABWABTEC$773,2030.04%6,093CommonSOLE
94106L109WMWASTE MGMT INC DEL$762,5700.04%4,258CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$758,0000.04%10,000CommonNONE
349853101FWRDUSDFORWARD AIR CORP$742,4330.03%11,809CommonSOLE
052769106ADSKAUTODESK INC$730,4400.03%3,000CommonNONE
89854H102TTECTTEC HLDGS INC$685,9550.03%31,655CommonSOLE
89400J107TRUTRANSUNION$679,3370.03%9,887CommonSOLE
464288612GVIISHARES TR$674,4740.03%6,434CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$669,3550.03%9,729CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$664,6050.03%58,350CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$642,2980.03%17,096CommonSOLE
784117103SEICSEI INVTS CO$616,4350.03%9,700CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$572,0880.03%5,312CommonSOLE
369604301GEGENERAL ELECTRIC CO$570,2520.03%4,468CommonSOLE
88579Y101MMM3M CO$569,5560.03%5,210CommonSOLE
12504L109CBRECBRE GROUP INC$555,4680.03%5,967CommonSOLE
37045V100GMGENERAL MTRS CO$554,0660.03%15,425CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$542,7860.03%4,467CommonSOLE
09260D107BXBLACKSTONE INC$540,0450.03%4,125CommonSOLE
670346105NUENUCOR CORP$523,9220.02%3,010CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$520,7220.02%1,460CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$501,6960.02%6,294CommonSOLE
749685103RPMRPM INTL INC$490,3910.02%4,393CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$480,1920.02%3,904CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$474,8220.02%7,732CommonSOLE
857477103STTSTATE STR CORP$464,7600.02%6,000CommonNONE
458140100INTCINTEL CORP$449,7890.02%8,951CommonSOLE
87807B107TRPTC ENERGY CORP$439,9190.02%11,254CommonSOLE
099724106BWABORGWARNER INC$432,9250.02%12,076CommonNONE
493267108KEYKEYCORP$432,0000.02%30,000CommonNONE
487836108KKELLANOVA$402,5520.02%7,200CommonSOLE
075887109BDXBECTON DICKINSON & CO$400,8570.02%1,644CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$389,5330.02%410CommonSOLE
497266106KEXKIRBY CORP$384,1580.02%4,895CommonSOLE
922908629VOVANGUARD INDEX FDS$381,9950.02%1,642CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$379,0670.02%1,568CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$376,4740.02%6,706CommonSOLE
278865100ECLECOLAB INC$369,1020.02%1,861CommonSOLE
126408103CSXCSX CORP$367,2150.02%10,592CommonSOLE
500754106KHCKRAFT HEINZ CO$359,8160.02%9,730CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$341,3810.02%2,287CommonSOLE
375558103GILDGILEAD SCIENCES INC$340,3940.02%4,202CommonSOLE
464287655IWMISHARES TR$329,1650.02%1,640CommonSOLE
78463V107GLDSPDR GOLD TR$328,8120.02%1,720CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$326,5520.02%6,783CommonSOLE
G02602103DOXAMDOCS LTD$319,5690.01%3,636CommonSOLE
G29183103ETNEATON CORP PLC$298,1350.01%1,238CommonSOLE
46432F842IEFAISHARES TR$282,0330.01%4,009CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$277,3710.01%1,730CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$276,1020.01%3,621CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$273,2330.01%6,648CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$263,5200.01%8,000CommonNONE
060505104BACBANK AMERICA CORP$248,6880.01%7,386CommonSOLE
922908744VTVVANGUARD INDEX FDS$246,8270.01%1,651CommonSOLE
G8473T100STESTERIS PLC$242,4950.01%1,103CommonSOLE
879369106TFXTELEFLEX INCORPORATED$236,8740.01%950CommonSOLE
553530106MSMMSC INDL DIRECT INC$235,4300.01%2,325CommonSOLE
98980G102ZSZSCALER INC$221,5600.01%1,000CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$215,9810.01%4,509CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$215,8200.01%2,200CommonNONE
260003108DOVDOVER CORP$215,3350.01%1,400CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$212,4580.01%2,746CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$209,6610.01%395CommonSOLE
464287804IJRISHARES TR$204,4840.01%1,889CommonSOLE
898402102TRMKTRUSTMARK CORP$202,6470.01%7,269CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$201,7550.01%2,255CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$198,9070.01%4,105CommonSOLE
125523100CITHE CIGNA GROUP$196,1400.01%655CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$186,4160.01%238CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$181,4380.01%1,272CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$180,9660.01%950CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$174,9370.01%3,035CommonSOLE
76680R206RNGRINGCENTRAL INC$173,7220.01%5,117CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$172,7800.01%2,000CommonNONE
46428Q109SLVISHARES SILVER TR$168,4900.01%7,736CommonSOLE
770323103RHIROBERT HALF INC.$160,8060.01%1,829CommonSOLE
464287465EFAISHARES TR$158,5360.01%2,104CommonSOLE
49446R109KIMKIMCO RLTY CORP$157,1610.01%7,375CommonSOLE
922908611VBRVANGUARD INDEX FDS$156,3940.01%869CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$155,3450.01%2,704CommonSOLE
464287622IWBISHARES TR$144,2440.01%550CommonSOLE
882508104TXNTEXAS INSTRS INC$138,3700.01%812CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$138,1680.01%1,800CommonSOLE
097023105BABOEING CO$138,1590.01%530CommonSOLE
704326107PAYXPAYCHEX INC$137,6910.01%1,156CommonSOLE
918204108VFCV F CORP$135,3600.01%7,200CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$133,2520.01%5,057CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$131,6570.01%1,626CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$130,5500.01%5,000CommonNONE
922908595VBKVANGUARD INDEX FDS$128,6220.01%532CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$122,3580.01%15,932CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$121,9500.01%500CommonSOLE
056752108BIDUBAIDU INC$119,0900.01%1,000CommonSOLE
33741H107FUNCFIRST UTD CORP$116,3980.01%4,951CommonSOLE
31428X106FDXFEDEX CORP$115,1010.01%455CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$115,0520.01%1,488CommonSOLE
405552100HLNHALEON PLC$114,3970.01%13,900CommonNONE
464288877EFVISHARES TR$108,6810.01%2,086CommonSOLE
H1467J104CBCHUBB LIMITED$107,8020.01%477CommonSOLE
464288885EFGISHARES TR$104,7700.00%1,082CommonSOLE
09227Q100BLKBBLACKBAUD INC$104,0400.00%1,200CommonNONE
464287887IJTISHARES TR$103,6160.00%828CommonSOLE
871607107SNPSSYNOPSYS INC$101,4370.00%197CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$90,6400.00%800CommonSOLE
464286533EEMVISHARES INC$90,3890.00%1,626CommonSOLE
921909768VXUSVANGUARD STAR FDS$86,9980.00%1,501CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$85,0560.00%577CommonSOLE
92936U109WPCWP CAREY INC$84,2530.00%1,300CommonSOLE
97717W315DEMWISDOMTREE TR$81,4000.00%2,000CommonSOLE
79466L302CRMSALESFORCE INC$78,4160.00%298CommonSOLE
12572Q105CMECME GROUP INC$78,1720.00%371CommonSOLE
25746U109DDOMINION ENERGY INC$77,4560.00%1,648CommonSOLE
025816109AXPAMERICAN EXPRESS CO$74,9360.00%400CommonSOLE
71880K101PHINPHINIA INC$73,1500.00%2,415CommonNONE
88160R101TSLATESLA INC$65,1010.00%262CommonSOLE
922908538VOTVANGUARD INDEX FDS$64,3340.00%293CommonSOLE
29250N105ENBENBRIDGE INC$61,2700.00%1,701CommonSOLE
74460D109PSAPUBLIC STORAGE$61,0000.00%200CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$56,4620.00%298CommonSOLE
72352L106PINSPINTEREST INC$55,5600.00%1,500CommonSOLE
233331107DTEDTE ENERGY CO$55,1300.00%500CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$53,0320.00%44CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$52,6070.00%44CommonSOLE
46090E103QQQINVESCO QQQ TR$52,0090.00%127CommonSOLE
46982L108JJACOBS SOLUTIONS INC$51,9200.00%400CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$51,7130.00%460CommonSOLE
92276F100VTRVENTAS INC$49,8400.00%1,000CommonSOLE
235851102DHRDANAHER CORPORATION$48,8130.00%211CommonSOLE
256746108DLTRDOLLAR TREE INC$44,7460.00%315CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$43,7500.00%287CommonSOLE
30161N101EXCEXELON CORP$42,0040.00%1,170CommonSOLE
05329W102ANAUTONATION INC$41,3000.00%275CommonSOLE
988498101YUMYUM BRANDS INC$38,5450.00%295CommonSOLE
98888T107ZIMVZIMVIE INC$38,1630.00%2,150CommonNONE
714046109RVTYREVVITY INC$36,6190.00%335CommonSOLE
693506107PPGPPG INDS INC$36,0420.00%241CommonSOLE
45687V106IRINGERSOLL RAND INC$34,1070.00%441CommonSOLE
69351T106PPLPPL CORP$32,3850.00%1,195CommonSOLE
891160509TDTORONTO DOMINION BK ONT$32,0520.00%496CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$31,4830.00%140CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$31,0160.00%200CommonSOLE
40434L105HPQHP INC$30,0900.00%1,000CommonSOLE
911549103UAMYUNITED STATES ANTIMONY CORP$29,9300.00%120,200CommonSOLE
464289859AOAISHARES TR$29,8300.00%432CommonSOLE
374297109GTYGETTY RLTY CORP NEW$29,3660.00%1,005CommonSOLE
038923108ABRARBOR REALTY TRUST INC$27,3240.00%1,800CommonSOLE
756158101UTGREAVES UTIL INCOME FD$26,7400.00%1,000CommonSOLE
464287432TLTISHARES TR$26,6980.00%270CommonSOLE
29414B104EPAMEPAM SYS INC$26,4630.00%89CommonSOLE
92556V106VTRSVIATRIS INC$25,9820.00%2,399CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$25,8480.00%400CommonSOLE
172967424CCITIGROUP INC$25,7200.00%500CommonSOLE
92942W107KLGWK KELLOGG CO$23,6530.00%1,800CommonSOLE
65473P105NINISOURCE INC$23,3110.00%878CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$21,9750.00%1,500CommonSOLE
337932107FEFIRSTENERGY CORP$21,6290.00%590CommonSOLE
G0176J109ALLEALLEGION PLC$21,0310.00%166CommonSOLE
464287341IXCISHARES TR$20,7340.00%530CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$20,6100.00%200CommonSOLE
303250104FICOFAIR ISAAC CORP$19,7880.00%17CommonSOLE
00508Y102AYIACUITY BRANDS INC$19,4590.00%95CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$18,6700.00%123CommonSOLE
74340E103PGNYPROGYNY INC$18,5900.00%500CommonSOLE
922908553VNQVANGUARD INDEX FDS$17,8860.00%202CommonSOLE
816851109SRESEMPRA$17,7110.00%237CommonSOLE
682680103OKEONEOK INC NEW$17,5550.00%250CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$17,1500.00%404CommonSOLE
00162Q452AMLPALPS ETF TR$17,0080.00%400CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$16,5810.00%44CommonSOLE
209115104EDCONSOLIDATED EDISON INC$15,9200.00%175CommonSOLE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$15,0980.00%154CommonSOLE
163851108CCCHEMOURS CO$14,9180.00%473CommonSOLE
842587107SOSOUTHERN CO$14,7250.00%210CommonSOLE
87971M103TUTELUS CORPORATION$14,2320.00%800CommonSOLE
98138H101WDAYWORKDAY INC$13,8030.00%50CommonSOLE
23345M107DTMDT MIDSTREAM INC$13,7000.00%250CommonSOLE
68622V106OGNORGANON & CO$13,4830.00%935CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$13,1120.00%100CommonSOLE
92204A702VGTVANGUARD WORLD FDS$13,0900.00%27CommonSOLE
460146103IPINTERNATIONAL PAPER CO$13,0220.00%360CommonSOLE
302491303FMCFMC CORP$12,6730.00%201CommonSOLE
88331L108SKINTHE BEAUTY HEALTH COMPANY$12,4400.00%4,000CommonSOLE
548661107LOWLOWES COS INC$12,2400.00%55CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$11,8450.00%570CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$11,8200.00%125CommonSOLE
615369105MCOMOODYS CORP$11,3260.00%29CommonSOLE
78464A474SPSBSPDR SER TR$9,9480.00%334CommonSOLE
316092782FVALFIDELITY COVINGTON TRUST$9,8530.00%186CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$9,5770.00%70CommonSOLE
46434G764EMXCISHARES INC$9,4090.00%170CommonSOLE
95040Q104WELLWELLTOWER INC$9,0170.00%100CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$8,1820.00%70CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$7,7310.00%237CommonSOLE
316092881FMATFIDELITY COVINGTON TRUST$7,3110.00%150CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$7,2260.00%125CommonSOLE
665859104NTRSNORTHERN TR CORP$7,1720.00%85CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$7,0850.00%225CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$7,0770.00%37CommonSOLE
92204A405VFHVANGUARD WORLD FDS$6,6800.00%72CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6,5430.00%12CommonSOLE
46137V217RFGINVESCO EXCHANGE TRADED FD T$6,5180.00%158CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$6,4760.00%202CommonSOLE
46137V761PXEINVESCO EXCHANGE TRADED FD T$6,0870.00%197CommonSOLE
29082K105EMBCEMBECTA CORP$6,0580.00%320CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6,0070.00%17CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5,6770.00%9CommonSOLE
115637209BF/BBROWN FORMAN CORP$5,1390.00%90CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5,1210.00%30CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$4,8360.00%27CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$4,8070.00%66CommonSOLE
46434G103IEMGISHARES INC$4,4360.00%88CommonSOLE
46429B689EFAVISHARES TR$4,4210.00%64CommonSOLE
97717X719CXSEWISDOMTREE TR$4,1760.00%150CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4,1070.00%15CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$3,9960.00%280CommonSOLE
82889N855PFIXSIMPLIFY EXCHANGE TRADED FUN$3,9420.00%99CommonSOLE
45168D104IDXXIDEXX LABS INC$3,8850.00%7CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3,8180.00%24CommonSOLE
731068102PIIPOLARIS INC$3,7910.00%40CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3,6550.00%45CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$3,5560.00%49CommonSOLE
11271J107BNBROOKFIELD CORP$3,3530.00%84CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3,1310.00%37CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3,1310.00%10CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2,8650.00%25CommonSOLE
92189F676SMHVANECK ETF TRUST$2,4630.00%14CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2,3150.00%6CommonSOLE
92338C103VLTOVERALTO CORP$2,3030.00%28CommonSOLE
444859102HUMHUMANA INC$2,2890.00%5CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2,1830.00%17CommonSOLE
74340W103PLDPROLOGIS INC.$2,1330.00%16CommonSOLE
020002101ALLALLSTATE CORP$2,1000.00%15CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1,9010.00%22CommonSOLE
20464U100COMPCOMPASS INC$1,8800.00%500CommonSOLE
150870103CECELANESE CORP DEL$1,8640.00%12CommonSOLE
631103108NDAQNASDAQ INC$1,7810.00%31CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$1,6780.00%6CommonSOLE
871332102SLVMSYLVAMO CORP$1,5720.00%32CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,5540.00%4CommonSOLE
23331A109DHID R HORTON INC$1,5200.00%10CommonSOLE
464288778IATISHARES TR$1,5100.00%36CommonSOLE
74347B201TBTPROSHARES TR$1,5100.00%50CommonSOLE
761152107RMDRESMED INC$1,3760.00%8CommonSOLE
464287556IBBISHARES TR$1,3600.00%10CommonSOLE
68235P108OGSONE GAS INC$1,0830.00%17CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1,0780.00%5CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1,0180.00%8CommonSOLE
464288760ITAISHARES TR$1,0160.00%8CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$1,0030.00%88CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$9690.00%19CommonSOLE
37954Y673PAVEGLOBAL X FDS$9660.00%28CommonSOLE
891092108TTCTORO CO$8640.00%9CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$8630.00%21CommonSOLE
25754A201DPZDOMINOS PIZZA INC$8240.00%2CommonSOLE
053611109AVYAVERY DENNISON CORP$8090.00%4CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$7930.00%16CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$7890.00%9CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$7750.00%9CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$7730.00%12CommonSOLE
92939U106WECWEC ENERGY GROUP INC$7580.00%9CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$6980.00%36CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$4670.00%12CommonSOLE
46435U713IFRAISHARES TR$4450.00%11CommonSOLE
904311107UAAUNDER ARMOUR INC$4400.00%50CommonSOLE
00676P107ADEAADEIA INC$4220.00%34CommonSOLE
904311206UAUNDER ARMOUR INC$4180.00%50CommonSOLE
654902204NOKNOKIA CORP$2700.00%79CommonSOLE
98423J101XPERXPERI INC$1410.00%13CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$820.00%6CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$770.00%1CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$130.00%0CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.