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LOGAN CAPITAL MANAGEMENT INC

Q1 2024 · 13F-HR

LOGAN CAPITAL MANAGEMENT INCholdings as filed

Filed 2024-05-13 · accession 0001104659-24-060198

$2.34B
Reported value
462
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$120.9M5.18%705,291CommonSOLE
594918104MSFTMICROSOFT CORP$84.4M3.61%200,669CommonSOLE
11135F101AVGOBROADCOM INC$74.3M3.18%56,090CommonSOLE
023135106AMZNAMAZON COM INC$70.5M3.02%390,668CommonSOLE
00770X246LCLGADVISORS SER TR$56.2M2.41%1,221,225CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$50.7M2.17%105,321CommonSOLE
482480100KLACKLA CORP$48.8M2.09%69,816CommonSOLE
30303M102METAMETA PLATFORMS INC$46.4M1.99%95,504CommonSOLE
64110L106NFLXNETFLIX INC$39.1M1.67%64,391CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$36.4M1.56%162,091CommonSOLE
032095101APHAMPHENOL CORP NEW$33.8M1.45%292,828CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$32.4M1.39%93,371CommonSOLE
969904101WSMWILLIAMS SONOMA INC$29.7M1.27%93,488CommonSOLE
166764100CVXCHEVRON CORP NEW$29.0M1.24%184,152CommonSOLE
911363109URIUNITED RENTALS INC$27.6M1.18%38,296CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$26.4M1.13%131,575CommonSOLE
742718109PGPROCTER AND GAMBLE CO$26.3M1.13%162,071CommonSOLE
02079K107GOOGALPHABET INC$26.1M1.12%171,416CommonSOLE
532457108LLYELI LILLY & CO$25.3M1.08%32,509CommonSOLE
172908105CTASCINTAS CORP$24.9M1.07%36,261CommonSOLE
88339J105TTDTHE TRADE DESK INC$24.3M1.04%277,663CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$23.7M1.01%17,778CommonSOLE
02079K305GOOGLALPHABET INC$23.5M1.01%156,018CommonSOLE
855244109SBUXSTARBUCKS CORP$22.7M0.97%248,219CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$22.6M0.97%103,143CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$22.3M0.95%116,682CommonSOLE
58933Y105MRKMERCK & CO INC$21.7M0.93%164,273CommonSOLE
437076102HDHOME DEPOT INC$21.6M0.92%56,231CommonSOLE
311900104FASTFASTENAL CO$20.9M0.90%271,295CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$20.5M0.88%59,127CommonSOLE
00287Y109ABBVABBVIE INC$20.3M0.87%111,413CommonSOLE
98978V103ZTSZOETIS INC$19.8M0.85%117,140CommonSOLE
217204106CPRTCOPART INC$19.3M0.83%334,050CommonSOLE
713448108PEPPEPSICO INC$18.7M0.80%106,797CommonSOLE
780259305SHELSHELL PLC$18.0M0.77%268,992CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$17.8M0.76%18,945CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$17.0M0.73%116,513CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$16.7M0.72%65,449CommonSOLE
00206R102TAT&T INC$16.5M0.71%940,307CommonSOLE
717081103PFEPFIZER INC$15.9M0.68%573,887CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$15.6M0.67%58,755CommonSOLE
536797103LADLITHIA MTRS INC$15.1M0.65%50,212CommonSOLE
949746101WMT2WELLS FARGO CO NEW$14.7M0.63%254,114CommonSOLE
550021109LULULULULEMON ATHLETICA INC$14.7M0.63%37,688CommonSOLE
443510607HUBBHUBBELL INC$14.7M0.63%35,391CommonSOLE
92826C839VVISA INC$14.6M0.63%52,439CommonSOLE
00724F101ADBEADOBE INC$14.3M0.61%28,399CommonSOLE
67066G104NVDANVIDIA CORPORATION$14.2M0.61%15,762CommonSOLE
337738108FISVFISERV INC$13.9M0.60%87,057CommonSOLE
941848103WATWATERS CORP$13.7M0.59%39,916CommonSOLE
17275R102CSCOCISCO SYS INC$13.6M0.58%273,059CommonSOLE
718172109PMPHILIP MORRIS INTL INC$13.5M0.58%146,899CommonSOLE
655663102NDSNNORDSON CORP$13.2M0.56%48,046CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$12.8M0.55%54,370CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$12.5M0.54%25,325CommonSOLE
040413106ANETEURARISTA NETWORKS INC$12.3M0.53%42,431CommonSOLE
122017106BURLBURLINGTON STORES INC$12.2M0.52%52,567CommonSOLE
20825C104COPCONOCOPHILLIPS$12.1M0.52%94,773CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11.9M0.51%44,974CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11.8M0.51%79,461CommonSOLE
78409V104SPGIS&P GLOBAL INC$11.7M0.50%27,399CommonSOLE
902973304USBUS BANCORP DEL$11.4M0.49%256,075CommonSOLE
74164M108PRIPRIMERICA INC$11.4M0.49%44,946CommonSOLE
571903202MARMARRIOTT INTL INC NEW$11.3M0.48%44,805CommonSOLE
580135101MCDMCDONALDS CORP$11.1M0.47%39,244CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$11.0M0.47%71,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$10.8M0.46%123,844CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$10.7M0.46%365,995CommonSOLE
191216100KOCOCA COLA CO$10.5M0.45%172,267CommonSOLE
427866108HSYHERSHEY CO$10.2M0.44%52,300CommonNONE
73278L105POOLPOOL CORP$9.7M0.41%23,992CommonSOLE
285512109EAELECTRONIC ARTS INC$9.5M0.41%71,981CommonSOLE
609207105MDLZMONDELEZ INTL INC$9.4M0.40%134,736CommonSOLE
149123101CATCATERPILLAR INC$9.3M0.40%25,416CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$9.3M0.40%30,756CommonSOLE
46266C105IQVIQVIA HLDGS INC$9.1M0.39%36,090CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$8.9M0.38%44,717CommonSOLE
244199105DEDEERE & CO$8.8M0.38%21,468CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8.7M0.37%147,198CommonSOLE
G54950103LINLINDE PLC$8.3M0.36%17,942CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.3M0.36%2,286CommonSOLE
031162100AMGNAMGEN INC$8.2M0.35%28,956CommonSOLE
896239100TRMBTRIMBLE INC$8.2M0.35%127,062CommonSOLE
518439104ELLAUDER ESTEE COS INC$8.2M0.35%53,012CommonSOLE
87612E106TGTTARGET CORP$8.0M0.34%45,014CommonSOLE
438516106HONHONEYWELL INTL INC$7.9M0.34%38,379CommonSOLE
45778Q107NSPINSPERITY INC$7.8M0.33%71,009CommonSOLE
12514G108CDWCDW CORP$7.6M0.33%29,830CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.6M0.33%48,172CommonSOLE
574795100MASIMASIMO CORP$7.5M0.32%51,113CommonSOLE
89832Q109TFCTRUIST FINL CORP$7.4M0.32%190,765CommonSOLE
922908751VBVANGUARD INDEX FDS$7.4M0.32%32,509CommonSOLE
N07059210ASMLASML HOLDING N V$7.2M0.31%7,407CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$7.0M0.30%53,765CommonSOLE
907818108UNPUNION PAC CORP$6.9M0.30%28,086CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$6.8M0.29%52,760CommonSOLE
002824100ABTABBOTT LABS$6.8M0.29%59,588CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.8M0.29%75,394CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.6M0.28%12,793CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$6.6M0.28%24,358CommonSOLE
254687106DISDISNEY WALT CO$6.6M0.28%53,925CommonSOLE
617446448MSMORGAN STANLEY$6.5M0.28%68,736CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.4M0.28%25,780CommonSOLE
682189105ONON SEMICONDUCTOR CORP$6.2M0.27%84,619CommonSOLE
055622104BPBP PLC$6.1M0.26%161,667CommonSOLE
55354G100MSCIMSCI INC$6.0M0.26%10,768CommonSOLE
68268W103OMFONEMAIN HLDGS INC$6.0M0.26%117,362CommonSOLE
74967X103RHRH$6.0M0.26%17,160CommonSOLE
33829M101FIVEFIVE BELOW INC$5.7M0.25%31,598CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5.6M0.24%27,151CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5.4M0.23%19,094CommonSOLE
513272104LWLAMB WESTON HLDGS INC$5.4M0.23%50,269CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5.3M0.23%11,677CommonSOLE
231021106CMICUMMINS INC$5.3M0.23%18,006CommonSOLE
291011104EMREMERSON ELEC CO$5.2M0.22%45,531CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.2M0.22%80,702CommonSOLE
189054109CLXCLOROX CO DEL$5.2M0.22%33,686CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.1M0.22%120,863CommonSOLE
125896100CMSCMS ENERGY CORP$5.0M0.21%82,539CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$5.0M0.21%30,742CommonSOLE
461202103INTUINTUIT$4.7M0.20%7,171CommonSOLE
03831W108APPAPPLOVIN CORP$4.6M0.20%67,152CommonSOLE
03073E105CORCENCORA INC$4.6M0.20%18,980CommonSOLE
537008104LFUSLITTELFUSE INC$4.6M0.20%18,803CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$4.5M0.19%17,485CommonSOLE
701094104PHPARKER-HANNIFIN CORP$4.3M0.18%7,737CommonSOLE
89151E109TTENTOTALENERGIES SE$4.2M0.18%60,748CommonSOLE
G29183103ETNEATON CORP PLC$4.1M0.18%13,264CommonSOLE
29444U700EQIXEQUINIX INC$4.1M0.18%5,021CommonSOLE
80105N105SNYSANOFI$4.1M0.18%84,658CommonSOLE
90353W103UIUBIQUITI INC$4.1M0.17%35,116CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$4.1M0.17%16,384CommonSOLE
66987V109NVSNOVARTIS AG$3.9M0.17%40,655CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$3.9M0.17%128,195CommonSOLE
670100205NVONOVO-NORDISK A S$3.8M0.16%29,741CommonSOLE
68389X105ORCLORACLE CORP$3.8M0.16%30,250CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$3.7M0.16%41,126CommonSOLE
464287614IWFISHARES TR$3.7M0.16%11,057CommonSOLE
H50430232LOGILOGITECH INTL S A$3.7M0.16%41,577CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.6M0.16%7,593CommonSOLE
37733W204GSKGSK PLC$3.6M0.15%83,389CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.5M0.15%29,732CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$3.4M0.15%27,814CommonSOLE
438128308HMCHONDA MOTOR LTD$3.4M0.15%91,713CommonSOLE
98585X104YETIYETI HLDGS INC$3.4M0.14%87,680CommonSOLE
654106103NKENIKE INC$3.4M0.14%35,843CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.3M0.14%43,431CommonSOLE
780087102RYROYAL BK CDA$3.3M0.14%32,925CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.3M0.14%33,897CommonSOLE
360271100FULTFULTON FINL CORP PA$3.2M0.14%204,200CommonNONE
904767704UNILEVER PLC$3.2M0.14%63,505CommonSOLE
456837103INGING GROEP N.V.$3.2M0.14%192,347CommonSOLE
257701201DGICADONEGAL GROUP INC$3.2M0.14%223,703CommonNONE
29446M102EQNREQUINOR ASA$3.1M0.13%115,652CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$3.1M0.13%19,127CommonSOLE
872540109TJXTJX COS INC NEW$3.0M0.13%29,510CommonSOLE
82509L107SHOPSHOPIFY INC$2.9M0.13%37,993CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.8M0.12%21,500CommonNONE
37940X102GPNGLOBAL PMTS INC$2.8M0.12%21,162CommonSOLE
053332102AZOAUTOZONE INC$2.8M0.12%886CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2.7M0.12%8,382CommonSOLE
05534B760BCEBCE INC$2.7M0.12%80,589CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$2.7M0.12%1,050,378CommonSOLE
203607106CBUCOMMUNITY BK SYS INC$2.7M0.12%56,000CommonNONE
H42097107UBSUBS GROUP AG$2.7M0.12%87,509CommonSOLE
25243Q205DEODIAGEO PLC$2.6M0.11%17,619CommonSOLE
384802104GWWGRAINGER W W INC$2.6M0.11%2,564CommonSOLE
81762P102NOWSERVICENOW INC$2.6M0.11%3,410CommonSOLE
Y2573F102FLEXFLEX LTD$2.5M0.11%86,157CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.10%45,168CommonSOLE
96208T104WEXWEX INC$2.4M0.10%10,167CommonSOLE
75513E101RTXRTX CORPORATION$2.3M0.10%23,963CommonSOLE
59156R108METMETLIFE INC$2.3M0.10%31,339CommonSOLE
684060106ORANYORANGE$2.3M0.10%195,002CommonSOLE
464287598IWDISHARES TR$2.3M0.10%12,730CommonSOLE
718546104PSXPHILLIPS 66$2.3M0.10%13,839CommonSOLE
456788108INFYINFOSYS LTD$2.2M0.10%125,162CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.1M0.09%2,918CommonSOLE
N3167Y103RACEFERRARI N V$2.0M0.09%4,697CommonSOLE
260557103DOWDOW INC$2.0M0.09%35,246CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.0M0.09%27,259CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.08%16,285CommonSOLE
64110W102NTESNETEASE INC$1.9M0.08%18,752CommonSOLE
143130102KMXCARMAX INC$1.9M0.08%22,178CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.08%3,643CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$1.8M0.08%28,794CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.8M0.08%3,415CommonSOLE
G0403H108AONAON PLC$1.8M0.08%5,281CommonSOLE
303075105FDSFACTSET RESH SYS INC$1.7M0.07%3,825CommonSOLE
257701300DGICBDONEGAL GROUP INC$1.7M0.07%135,185CommonNONE
09247X101BLKCHFBLACKROCK INC$1.6M0.07%1,893CommonSOLE
89531P105TREXTREX CO INC$1.6M0.07%15,622CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.6M0.07%16,736CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.5M0.07%26,594CommonSOLE
126650100CVSCVS HEALTH CORP$1.5M0.07%19,192CommonSOLE
931142103WMTWALMART INC$1.5M0.06%24,422CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.06%7,079CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.06%7,613CommonSOLE
76156B107RVLVREVOLVE GROUP INC$1.3M0.06%62,396CommonSOLE
L44385109GLOBGLOBANT S A$1.3M0.06%6,428CommonSOLE
69370C100PTCPTC INC$1.3M0.05%6,664CommonSOLE
315616102FFIVF5 INC$1.2M0.05%6,500CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$1.2M0.05%8,446CommonSOLE
40415F101HDBHDFC BANK LTD$1.2M0.05%21,152CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.2M0.05%6,540CommonSOLE
890110109TMPTOMPKINS FINL CORP$1.2M0.05%23,439CommonNONE
172922106CZNCCITIZENS & NORTHN CORP$1.1M0.05%60,260CommonNONE
02209S103MOALTRIA GROUP INC$1.1M0.05%25,219CommonSOLE
863667101SYKSTRYKER CORPORATION$1.1M0.05%2,998CommonSOLE
22052L104CTVACORTEVA INC$1.1M0.05%18,469CommonSOLE
353525108FRAFFRANKLIN FINL SVCS CORP$1.1M0.05%40,550CommonNONE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$1.0M0.04%50,427CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.0M0.04%3,911CommonSOLE
267475101DYDYCOM INDS INC$1.0M0.04%7,200CommonNONE
67077M108NTRNUTRIEN LTD$1.0M0.04%18,570CommonNONE
302520101FNBF N B CORP$979,9500.04%69,500CommonNONE
747525103QCOMQUALCOMM INC$945,1220.04%5,583CommonSOLE
34354P105FLSFLOWSERVE CORP$936,8970.04%20,510CommonSOLE
136635109CSIQCANADIAN SOLAR INC$924,1160.04%46,767CommonSOLE
256135203RDYDR REDDYS LABS LTD$916,5080.04%12,495CommonSOLE
596278101MIDDMIDDLEBY CORP$909,7500.04%5,658CommonSOLE
94106L109WMWASTE MGMT INC DEL$906,2070.04%4,251CommonSOLE
929740108WABWABTEC$887,6280.04%6,093CommonSOLE
G3922B107GGENPACT LIMITED$863,4880.04%26,206CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$862,3880.04%23,770CommonSOLE
219350105GLWCORNING INC$855,1800.04%25,946CommonSOLE
65290E101NXTNEXTRACKER INC$842,2480.04%14,968CommonSOLE
89400J107TRUTRANSUNION$791,5360.03%9,919CommonSOLE
369604301GEGENERAL ELECTRIC CO$784,2680.03%4,468CommonSOLE
052769106ADSKAUTODESK INC$781,2600.03%3,000CommonNONE
G6095L109APTIV PLC$737,6390.03%9,261CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$703,7960.03%9,729CommonSOLE
37045V100GMGENERAL MTRS CO$699,5240.03%15,425CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$698,8150.03%5,732CommonSOLE
784117103SEICSEI INVTS CO$697,4300.03%9,700CommonNONE
38267D109GSHDGOOSEHEAD INS INC$666,2000.03%10,000CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$613,1180.03%1,458CommonSOLE
670346105NUENUCOR CORP$595,7490.03%3,010CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$579,2060.02%15,765CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$561,7320.02%6,238CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$561,6380.02%4,342CommonSOLE
09260D107BXBLACKSTONE INC$541,9010.02%4,125CommonSOLE
749685103RPMRPM INTL INC$522,5470.02%4,393CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$499,4780.02%7,456CommonSOLE
493267108KEYKEYCORP$474,3000.02%30,000CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$472,5280.02%3,924CommonSOLE
857477103STTSTATE STR CORP$463,9200.02%6,000CommonNONE
497266106KEXKIRBY CORP$463,8270.02%4,866CommonSOLE
88579Y101MMM3M CO$463,3360.02%4,368CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$462,8410.02%410CommonSOLE
278865100ECLECOLAB INC$429,6730.02%1,861CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$426,1200.02%1,568CommonSOLE
099724106BWABORGWARNER INC$419,5200.02%12,076CommonNONE
487836108KKELLANOVA$412,4880.02%7,200CommonSOLE
922908629VOVANGUARD INDEX FDS$410,2700.02%1,642CommonSOLE
075887109BDXBECTON DICKINSON & CO$406,8080.02%1,644CommonSOLE
458140100INTCINTEL CORP$395,3660.02%8,951CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$394,6560.02%6,729CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$393,3870.02%2,287CommonSOLE
126408103CSXCSX CORP$390,9920.02%10,547CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$388,4400.02%4,364CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$366,1020.02%11,768CommonSOLE
500754106KHCKRAFT HEINZ CO$359,0370.02%9,730CommonSOLE
78463V107GLDSPDR GOLD TR$346,2270.01%1,683CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$346,0230.01%3,621CommonSOLE
464287655IWMISHARES TR$344,8920.01%1,640CommonSOLE
G02602103DOXAMDOCS LTD$328,5850.01%3,636CommonSOLE
12504L109CBRECBRE GROUP INC$317,6830.01%3,267CommonSOLE
89854H102TTECTTEC HLDGS INC$312,5830.01%30,143CommonSOLE
375558103GILDGILEAD SCIENCES INC$307,9450.01%4,204CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$297,9200.01%8,000CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$282,1560.01%6,755CommonSOLE
060505104BACBANK AMERICA CORP$278,1810.01%7,336CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$254,3100.01%1,730CommonSOLE
260003108DOVDOVER CORP$248,0660.01%1,400CommonSOLE
G8473T100STESTERIS PLC$244,6040.01%1,088CommonSOLE
125523100CITHE CIGNA GROUP$237,8890.01%655CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$228,3190.01%235CommonSOLE
553530106MSMMSC INDL DIRECT INC$222,7070.01%2,295CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$222,0220.01%382CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$221,1070.01%2,860CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$218,6330.01%950CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$217,1280.01%3,059CommonSOLE
879369106TFXTELEFLEX INCORPORATED$214,8620.01%950CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$210,0070.01%4,357CommonSOLE
898402102TRMKTRUSTMARK CORP$206,1170.01%7,333CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$199,0550.01%1,272CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$198,2460.01%3,035CommonSOLE
98980G102ZSZSCALER INC$192,6300.01%1,000CommonSOLE
46428Q109SLVISHARES SILVER TR$175,9940.01%7,736CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$171,2700.01%1,800CommonSOLE
464287465EFAISHARES TR$168,9840.01%2,116CommonSOLE
922908611VBRVANGUARD INDEX FDS$166,7440.01%869CommonSOLE
464287622IWBISHARES TR$158,4170.01%550CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$157,1840.01%2,704CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$152,2800.01%2,000CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$150,1000.01%500CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$147,5630.01%5,057CommonSOLE
49446R109KIMKIMCO RLTY CORP$144,6240.01%7,375CommonSOLE
922908595VBKVANGUARD INDEX FDS$138,7030.01%532CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$135,2740.01%1,488CommonSOLE
31428X106FDXFEDEX CORP$131,8320.01%455CommonSOLE
882508104TXNTEXAS INSTRS INC$129,9170.01%746CommonSOLE
H1467J104CBCHUBB LIMITED$123,6050.01%477CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$119,6200.01%1,205CommonSOLE
405552100HLNHALEON PLC$118,0110.01%13,900CommonNONE
464288885EFGISHARES TR$115,2290.00%1,110CommonSOLE
464288877EFVISHARES TR$113,4780.00%2,086CommonSOLE
33741H107FUNCFIRST UTD CORP$113,4270.00%4,951CommonSOLE
871607107SNPSSYNOPSYS INC$112,5860.00%197CommonSOLE
464287804IJRISHARES TR$110,5200.00%1,000CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$108,4500.00%5,000CommonNONE
464287887IJTISHARES TR$108,2440.00%828CommonSOLE
704326107PAYXPAYCHEX INC$108,1870.00%881CommonSOLE
056752108BIDUBAIDU INC$105,2800.00%1,000CommonSOLE
097023105BABOEING CO$102,2920.00%530CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$102,1560.00%1,188CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$101,0800.00%800CommonSOLE
025816109AXPAMERICAN EXPRESS CO$91,0760.00%400CommonSOLE
921909768VXUSVANGUARD STAR FDS$90,5100.00%1,501CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$90,2450.00%500CommonSOLE
79466L302CRMSALESFORCE INC$89,7520.00%298CommonSOLE
97717W315DEMWISDOMTREE TR$83,6800.00%2,000CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$78,0650.00%1,556CommonSOLE
12572Q105CMECME GROUP INC$77,3300.00%359CommonSOLE
92936U109WPCWP CAREY INC$73,3720.00%1,300CommonSOLE
25746U109DDOMINION ENERGY INC$71,2270.00%1,448CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$70,0000.00%8,000CommonSOLE
922908538VOTVANGUARD INDEX FDS$69,0860.00%293CommonSOLE
29250N105ENBENBRIDGE INC$61,5420.00%1,701CommonSOLE
46982L108JJACOBS SOLUTIONS INC$61,4920.00%400CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$61,3820.00%298CommonSOLE
74460D109PSAPUBLIC STORAGE$58,0120.00%200CommonSOLE
46090E103QQQINVESCO QQQ TR$56,3890.00%127CommonSOLE
233331107DTEDTE ENERGY CO$56,0700.00%500CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$53,1960.00%44CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$52,4850.00%44CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$52,3660.00%287CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$49,8270.00%460CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$49,6660.00%5,686CommonSOLE
88160R101TSLATESLA INC$46,0570.00%262CommonSOLE
05329W102ANAUTONATION INC$45,5350.00%275CommonSOLE
30161N101EXCEXELON CORP$43,9570.00%1,170CommonSOLE
92276F100VTRVENTAS INC$43,5400.00%1,000CommonSOLE
256746108DLTRDOLLAR TREE INC$41,9420.00%315CommonSOLE
45687V106IRINGERSOLL RAND INC$41,8730.00%441CommonSOLE
H11356104BGBUNGE GLOBAL SA$41,0080.00%400CommonSOLE
988498101YUMYUM BRANDS INC$40,9020.00%295CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$40,3000.00%203CommonSOLE
235851102DHRDANAHER CORPORATION$39,4560.00%158CommonSOLE
714046109RVTYREVVITY INC$35,1750.00%335CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$35,0060.00%140CommonSOLE
693506107PPGPPG INDS INC$34,9210.00%241CommonSOLE
72352L106PINSPINTEREST INC$34,6700.00%1,000CommonSOLE
69351T106PPLPPL CORP$32,8980.00%1,195CommonSOLE
464289859AOAISHARES TR$31,7350.00%432CommonSOLE
172967424CCITIGROUP INC$31,6200.00%500CommonSOLE
40434L105HPQHP INC$30,2200.00%1,000CommonSOLE
911549103UAMYUNITED STATES ANTIMONY CORP$30,0500.00%120,200CommonSOLE
891160509TDTORONTO DOMINION BK ONT$29,9480.00%496CommonSOLE
92556V106VTRSVIATRIS INC$28,6440.00%2,399CommonSOLE
374297109GTYGETTY RLTY CORP NEW$27,4870.00%1,005CommonSOLE
756158101UTGREAVES UTIL INCOME FD$26,9600.00%1,000CommonSOLE
464287432TLTISHARES TR$25,5470.00%270CommonSOLE
29414B104EPAMEPAM SYS INC$24,5780.00%89CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$24,3120.00%400CommonSOLE
65473P105NINISOURCE INC$24,2850.00%878CommonSOLE
038923108ABRARBOR REALTY TRUST INC$23,8500.00%1,800CommonSOLE
337932107FEFIRSTENERGY CORP$22,8720.00%592CommonSOLE
464287341IXCISHARES TR$22,7710.00%530CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$22,4700.00%1,500CommonSOLE
G0176J109ALLEALLEGION PLC$22,3620.00%166CommonSOLE
303250104FICOFAIR ISAAC CORP$21,2430.00%17CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$20,6420.00%202CommonSOLE
682680103OKEONEOK INC NEW$20,0430.00%250CommonSOLE
74340E103PGNYPROGYNY INC$19,0750.00%500CommonSOLE
00162Q452AMLPALPS ETF TR$18,9840.00%400CommonSOLE
88331L108SKINTHE BEAUTY HEALTH COMPANY$17,7600.00%4,000CommonSOLE
922908553VNQVANGUARD INDEX FDS$17,6580.00%204CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$17,5720.00%44CommonSOLE
816851109SRESEMPRA$16,0900.00%224CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$16,0750.00%404CommonSOLE
209115104EDCONSOLIDATED EDISON INC$15,8920.00%175CommonSOLE
23345M107DTMDT MIDSTREAM INC$15,2750.00%250CommonSOLE
842587107SOSOUTHERN CO$15,0650.00%210CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$14,8890.00%100CommonSOLE
68622V106OGNORGANON & CO$14,6450.00%779CommonSOLE
92204A702VGTVANGUARD WORLD FDS$14,2150.00%27CommonSOLE
460146103IPINTERNATIONAL PAPER CO$14,0560.00%360CommonSOLE
98138H101WDAYWORKDAY INC$13,6380.00%50CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$12,9400.00%70CommonSOLE
87971M103TUTELUS CORPORATION$12,8080.00%800CommonSOLE
302491303FMCFMC CORP$12,8040.00%201CommonSOLE
163851108CCCHEMOURS CO$12,4210.00%473CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$12,4030.00%570CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10,4020.00%70CommonSOLE
770323103RHIROBERT HALF INC.$10,2270.00%129CommonSOLE
78464A474SPSBSPDR SER TR$9,9450.00%334CommonSOLE
95040Q104WELLWELLTOWER INC$9,3440.00%100CommonSOLE
548661107LOWLOWES COS INC$9,1700.00%36CommonSOLE
615369105MCOMOODYS CORP$9,0400.00%23CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8,5610.00%125CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$8,4490.00%81CommonSOLE
665859104NTRSNORTHERN TR CORP$7,5580.00%85CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$7,5300.00%204CommonSOLE
92204A405VFHVANGUARD WORLD FDS$7,4490.00%73CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$7,0220.00%225CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6,7510.00%17CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$6,2330.00%37CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$6,0970.00%9CommonSOLE
464288612GVIISHARES TR$5,6160.00%54CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$5,4170.00%66CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$4,9850.00%27CommonSOLE
98888T107ZIMVZIMVIE INC$4,9470.00%300CommonNONE
16411R208LNGCHENIERE ENERGY INC$4,8350.00%30CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$4,6560.00%300CommonSOLE
115637209BF/BBROWN FORMAN CORP$4,6460.00%90CommonSOLE
46434G103IEMGISHARES INC$4,5250.00%88CommonSOLE
46429B689EFAVISHARES TR$4,5190.00%64CommonSOLE
29082K105EMBCEMBECTA CORP$4,2460.00%320CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$4,1360.00%280CommonSOLE
731068102PIIPOLARIS INC$4,0050.00%40CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3,8750.00%45CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$3,7970.00%50CommonSOLE
45168D104IDXXIDEXX LABS INC$3,7800.00%7CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3,7530.00%24CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3,6340.00%15CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3,5540.00%38CommonSOLE
11271J107BNBROOKFIELD CORP$3,5000.00%84CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3,1760.00%25CommonSOLE
92189F676SMHVANECK ETF TRUST$3,1690.00%14CommonSOLE
92338C103VLTOVERALTO CORP$2,4820.00%28CommonSOLE
636274409NGGNATIONAL GRID PLC$2,2790.00%33CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2,0710.00%22CommonSOLE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$2,0470.00%86CommonSOLE
871332102SLVMSYLVAMO CORP$1,9760.00%32CommonSOLE
631103108NDAQNASDAQ INC$1,9330.00%31CommonSOLE
20464U100COMPCOMPASS INC$1,8000.00%500CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$1,7430.00%34CommonSOLE
74347B201TBTPROSHARES TR$1,6480.00%50CommonSOLE
464288778IATISHARES TR$1,5590.00%36CommonSOLE
87918A105TDOCTELADOC HEALTH INC$1,4950.00%99CommonSOLE
464287556IBBISHARES TR$1,3750.00%10CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1,1630.00%4CommonSOLE
37954Y673PAVEGLOBAL X FDS$1,1200.00%28CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1,0910.00%5CommonSOLE
464288760ITAISHARES TR$1,0610.00%8CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$1,0560.00%89CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$9050.00%21CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$8730.00%16CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$8600.00%9CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$8450.00%9CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$5170.00%12CommonSOLE
46435U713IFRAISHARES TR$4810.00%11CommonSOLE
92942W107KLGWK KELLOGG CO$4700.00%25CommonSOLE
00676P107ADEAADEIA INC$3710.00%34CommonSOLE
904311107UAAUNDER ARMOUR INC$3690.00%50CommonSOLE
904311206UAUNDER ARMOUR INC$3570.00%50CommonSOLE
654902204NOKNOKIA CORP$2800.00%79CommonSOLE
98423J101XPERXPERI INC$1450.00%12CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1140.00%1CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$920.00%6CommonSOLE

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.