Logan Capital Management
Latest statistics and disclosures from Logan Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, KLAC, AVGO, APH, LCLG, and represent 19.57% of Logan Capital Management's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$98M), BKNG (+$8.6M), POOL (+$5.7M), SW (+$5.7M), AZN (+$5.5M), TRMB, SNY, FTAI, AXP, UL.
- Started 174 new stock positions in CRWD, AMG, HFXI, MICC, AAL, AMAT, IWB, SHYG, FENI, VGSH.
- Reduced shares in these 10 stocks: MU (-$11M), AVGO (-$7.0M), AAPL (-$6.1M), Honeywell International (-$5.3M), FLEX, Masimo Corporation, LCLG, GOOG, TTD, ZTS.
- Sold out of its positions in Dupont De Nemours, Honeywell International, Masimo Corporation, NOW.
- Logan Capital Management was a net buyer of stock by $112M.
- Logan Capital Management has $2.7B in assets under management (AUM), dropping by 16.98%.
- Central Index Key (CIK): 0001121330
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Portfolio Holdings for Logan Capital Management
Logan Capital Management holds 443 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $144M | -4% | 498k | 289.36 |
|
| Kla Corp Com New (KLAC) | 4.1 | $111M | +770% | 367k | 301.71 |
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| Broadcom (AVGO) | 3.7 | $101M | -6% | 266k | 377.75 |
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| Amphenol Corp Cl A (APH) | 3.4 | $91M | 516k | 176.32 |
|
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| Advisors Ser Tr Logan Cap Brd In (LCLG) | 3.0 | $79M | -3% | 1.0M | 75.94 |
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| Amazon (AMZN) | 2.9 | $78M | 326k | 238.34 |
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| Micron Technology (MU) | 2.8 | $74M | -12% | 64k | 1154.30 |
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| Flex Ord (FLEX) | 2.6 | $71M | -5% | 438k | 162.07 |
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| Microsoft Corporation (MSFT) | 2.2 | $59M | -2% | 159k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $46M | 129k | 357.37 |
|
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| Mastercard Incorporated Cl A (MA) | 1.7 | $46M | 89k | 513.60 |
|
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| Meta Platforms Cl A (META) | 1.6 | $44M | 78k | 563.29 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $44M | -6% | 123k | 353.33 |
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| Applovin Corp Com Cl A (APP) | 1.6 | $42M | 82k | 515.23 |
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| Williams-Sonoma (WSM) | 1.4 | $39M | 166k | 233.10 |
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| United Rentals (URI) | 1.4 | $38M | 33k | 1132.89 |
|
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| Sterling Construction Company (STRL) | 1.4 | $37M | 44k | 839.36 |
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| Eli Lilly & Co. (LLY) | 1.2 | $33M | 28k | 1199.42 |
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| Netflix (NFLX) | 1.2 | $33M | 465k | 71.40 |
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| Fastenal Company (FAST) | 1.2 | $33M | 690k | 48.03 |
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| Dick's Sporting Goods (DKS) | 1.2 | $33M | 145k | 226.81 |
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| Arista Networks Com Shs (ANET) | 1.1 | $29M | 168k | 169.88 |
|
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| Sherwin-Williams Company (SHW) | 0.9 | $24M | 70k | 344.32 |
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| Cintas Corporation (CTAS) | 0.9 | $23M | 135k | 170.08 |
|
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| Caterpillar (CAT) | 0.9 | $23M | 22k | 1064.93 |
|
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| JPMorgan Chase & Co. (JPM) | 0.8 | $23M | -2% | 69k | 327.33 |
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| Mettler-Toledo International (MTD) | 0.8 | $21M | 17k | 1277.51 |
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| Chevron Corporation (CVX) | 0.8 | $20M | 122k | 165.76 |
|
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| Burlington Stores (BURL) | 0.7 | $20M | 63k | 316.80 |
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| Merck & Co (MRK) | 0.7 | $20M | 155k | 128.50 |
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| Old Dominion Freight Line (ODFL) | 0.7 | $20M | 92k | 216.60 |
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| Abbvie (ABBV) | 0.7 | $19M | 77k | 251.64 |
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| Shell Spon Ads (SHEL) | 0.7 | $19M | +4% | 244k | 77.54 |
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| Lincoln Electric Holdings (LECO) | 0.7 | $18M | 69k | 265.51 |
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| NVIDIA Corporation (NVDA) | 0.7 | $18M | 90k | 200.09 |
|
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| International Business Machines (IBM) | 0.7 | $18M | 63k | 281.21 |
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| Home Depot (HD) | 0.6 | $17M | +6% | 48k | 352.68 |
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| Cisco Systems (CSCO) | 0.6 | $16M | -4% | 140k | 117.46 |
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| Eaton Corp SHS (ETN) | 0.6 | $16M | +19% | 38k | 426.12 |
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| Johnson & Johnson (JNJ) | 0.6 | $16M | 63k | 253.97 |
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| Starbucks Corporation (SBUX) | 0.6 | $16M | 155k | 102.19 |
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| Celestica (CLS) | 0.6 | $16M | +4% | 43k | 364.80 |
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| Texas Roadhouse (TXRH) | 0.6 | $16M | 80k | 193.23 |
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| Hubbell (HUBB) | 0.6 | $15M | 29k | 523.20 |
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| Lithia Motors (LAD) | 0.6 | $15M | 52k | 290.49 |
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| Waters Corporation (WAT) | 0.5 | $15M | 39k | 375.04 |
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| Marriott Intl Cl A (MAR) | 0.5 | $15M | 39k | 370.59 |
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| Ubiquiti (UI) | 0.5 | $14M | 26k | 534.03 |
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| Procter & Gamble Company (PG) | 0.5 | $14M | 94k | 146.64 |
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| Nordson Corporation (NDSN) | 0.5 | $14M | 46k | 301.69 |
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| Monster Beverage Corp (MNST) | 0.5 | $14M | 142k | 96.12 |
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| Agilent Technologies Inc C ommon (A) | 0.5 | $13M | 101k | 132.83 |
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| Deere & Company (DE) | 0.5 | $13M | 21k | 634.33 |
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| Pepsi (PEP) | 0.5 | $13M | 96k | 135.40 |
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| Ge Aerospace Com New (GE) | 0.5 | $13M | 34k | 373.73 |
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| Wells Fargo & Company (WFC) | 0.5 | $12M | +4% | 150k | 82.64 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $12M | +13% | 74k | 156.72 |
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| American Express Company (AXP) | 0.4 | $11M | +48% | 33k | 338.25 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.4 | $11M | +58% | 259k | 42.66 |
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| Deckers Outdoor Corporation (DECK) | 0.4 | $11M | 111k | 99.29 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.4 | $11M | +3% | 58k | 188.34 |
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| Ing Groep Sponsored Adr (ING) | 0.4 | $11M | +13% | 348k | 31.38 |
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| Cummins (CMI) | 0.4 | $11M | -3% | 15k | 712.70 |
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| Pfizer (PFE) | 0.4 | $11M | 442k | 24.08 |
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| Trimble Navigation (TRMB) | 0.4 | $11M | +75% | 205k | 51.18 |
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| Verizon Communications (VZ) | 0.4 | $10M | -2% | 243k | 42.34 |
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| Pool Corporation (POOL) | 0.4 | $10M | +126% | 48k | 214.90 |
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| Lpl Financial Holdings (LPLA) | 0.4 | $10M | 36k | 281.68 |
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| At&t (T) | 0.4 | $10M | 484k | 20.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $9.9M | +36% | 80k | 124.44 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $9.8M | 4.9k | 1989.44 |
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| Totalenergies Se Act (TTE) | 0.4 | $9.8M | +13% | 126k | 77.76 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $9.7M | +12% | 157k | 61.76 |
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| Unilever Spon Adr New (UL) | 0.4 | $9.5M | +40% | 157k | 60.12 |
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| ConocoPhillips (COP) | 0.3 | $9.3M | 90k | 103.96 |
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| Onemain Holdings (OMF) | 0.3 | $9.2M | 152k | 60.97 |
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| Rbc Cad (RY) | 0.3 | $9.2M | +13% | 45k | 206.97 |
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| Hershey Company (HSY) | 0.3 | $9.2M | 52k | 175.45 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $9.2M | -2% | 159k | 57.84 |
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| Copart (CPRT) | 0.3 | $9.1M | 322k | 28.19 |
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| Primerica (PRI) | 0.3 | $9.0M | 32k | 284.20 |
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| BP Sponsored Adr (BP) | 0.3 | $9.0M | +10% | 244k | 36.95 |
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| Booking Holdings (BKNG) | 0.3 | $8.9M | +2400% | 50k | 178.24 |
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| Truist Financial Corp equities (TFC) | 0.3 | $8.8M | 177k | 49.82 |
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| Ftai Aviation SHS (FTAI) | 0.3 | $8.8M | +76% | 33k | 270.53 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $8.8M | 29k | 303.12 |
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| United Parcel Svcs CL B (UPS) | 0.3 | $8.5M | 79k | 107.50 |
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| Kkr & Co (KKR) | 0.3 | $8.4M | +3% | 92k | 91.78 |
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| Verisk Analytics (VRSK) | 0.3 | $8.4M | 47k | 179.53 |
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| Logitech Intl S A SHS (LOGI) | 0.3 | $8.3M | 88k | 94.04 |
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| Canadian Natl Ry (CNI) | 0.3 | $8.0M | +13% | 67k | 119.24 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $8.0M | +13% | 1.4M | 5.83 |
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| Us Bancorp Com New (USB) | 0.3 | $8.0M | -2% | 133k | 60.40 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.3 | $7.9M | -11% | 252k | 31.40 |
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| Oracle Corporation (ORCL) | 0.3 | $7.7M | 53k | 146.55 |
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| Visa Com Cl A (V) | 0.3 | $7.7M | -3% | 22k | 343.09 |
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| TJX Companies (TJX) | 0.3 | $7.6M | 50k | 151.50 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.3 | $7.6M | +13% | 279k | 27.11 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $7.5M | 29k | 263.26 |
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| GSK Sponsored Adr (GSK) | 0.3 | $7.4M | +12% | 141k | 52.42 |
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| McDonald's Corporation (MCD) | 0.3 | $7.2M | 27k | 270.32 |
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| Wal-Mart Stores (WMT) | 0.3 | $7.2M | -2% | 64k | 113.26 |
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| Coinbase Global Com Cl A (COIN) | 0.3 | $7.1M | 48k | 146.19 |
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| PNC Financial Services (PNC) | 0.3 | $6.9M | 28k | 246.22 |
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| Coca-Cola Company (KO) | 0.2 | $6.4M | 79k | 81.27 |
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| Amgen (AMGN) | 0.2 | $6.3M | 17k | 362.11 |
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| Rh (RH) | 0.2 | $6.3M | 38k | 164.73 |
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| S&p Global (SPGI) | 0.2 | $6.2M | 15k | 407.26 |
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| Diageo Spon Adr New (DEO) | 0.2 | $6.0M | +13% | 74k | 80.38 |
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| Philip Morris International (PM) | 0.2 | $6.0M | -2% | 33k | 180.91 |
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| Linde SHS (LIN) | 0.2 | $5.8M | -2% | 11k | 518.95 |
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| Smurfit Westrock SHS (SW) | 0.2 | $5.7M | NEW | 123k | 46.26 |
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| Astrazeneca Ord (AZN) | 0.2 | $5.5M | NEW | 29k | 189.62 |
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| Littelfuse (LFUS) | 0.2 | $5.4M | 12k | 455.33 |
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| Emerson Electric (EMR) | 0.2 | $5.4M | -2% | 38k | 143.15 |
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| UnitedHealth (UNH) | 0.2 | $5.4M | +12% | 13k | 415.63 |
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| Microchip Technology (MCHP) | 0.2 | $5.4M | -2% | 59k | 91.20 |
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| Morgan Stanley Com New (MS) | 0.2 | $5.2M | -21% | 25k | 209.04 |
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| Paycom Software (PAYC) | 0.2 | $5.1M | +2% | 41k | 125.68 |
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| ON Semiconductor (ON) | 0.2 | $5.1M | 54k | 94.54 |
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| Union Pacific Corporation (UNP) | 0.2 | $5.0M | -3% | 18k | 272.00 |
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| Fulton Financial (FULT) | 0.2 | $4.9M | 204k | 24.19 |
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| Relx Sponsored Adr (RELX) | 0.2 | $4.9M | +23% | 156k | 31.67 |
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| Corning Incorporated (GLW) | 0.2 | $4.9M | 19k | 255.43 |
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| Nextera Energy (NEE) | 0.2 | $4.8M | -3% | 55k | 87.77 |
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| Automatic Data Processing (ADP) | 0.2 | $4.8M | 22k | 223.95 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $4.8M | 9.5k | 509.45 |
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| Norfolk Southern (NSC) | 0.2 | $4.8M | 15k | 314.59 |
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| Insperity (NSP) | 0.2 | $4.7M | +109% | 113k | 41.31 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $4.7M | -3% | 4.8k | 978.06 |
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| Colgate-Palmolive Company (CL) | 0.2 | $4.6M | -2% | 50k | 91.68 |
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| Msci (MSCI) | 0.2 | $4.5M | 8.1k | 560.04 |
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| AmerisourceBergen (COR) | 0.2 | $4.5M | 16k | 282.98 |
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| Donegal Group Cl A (DGICA) | 0.2 | $4.2M | 224k | 18.86 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $3.9M | 14k | 281.03 |
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| Cdw (CDW) | 0.1 | $3.9M | 28k | 140.64 |
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| Chubb (CB) | 0.1 | $3.8M | -3% | 11k | 340.75 |
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| Walt Disney Company (DIS) | 0.1 | $3.8M | 39k | 96.25 |
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| Community Bank System (CBU) | 0.1 | $3.8M | 56k | 67.12 |
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| Abbott Laboratories (ABT) | 0.1 | $3.7M | -3% | 41k | 90.74 |
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| Motorola Solutions Com New (MSI) | 0.1 | $3.7M | -3% | 8.9k | 415.30 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $3.7M | 27k | 136.72 |
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| Dycom Industries (DY) | 0.1 | $3.6M | 7.2k | 505.59 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $3.5M | 31k | 114.18 |
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| CMS Energy Corporation (CMS) | 0.1 | $3.4M | -3% | 45k | 76.50 |
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| W.W. Grainger (GWW) | 0.1 | $3.4M | 2.5k | 1360.40 |
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| Ge Vernova (GEV) | 0.1 | $3.4M | 2.9k | 1174.86 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $3.3M | 26k | 126.58 |
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| Electronic Arts (EA) | 0.1 | $3.3M | -10% | 16k | 205.01 |
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| Yeti Hldgs (YETI) | 0.1 | $3.1M | 62k | 49.56 |
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| Iqvia Holdings (IQV) | 0.1 | $3.1M | -4% | 16k | 193.22 |
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| Donegal Group CL B (DGICB) | 0.1 | $2.9M | 135k | 21.78 |
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| Sharkninja Com Shs (SN) | 0.1 | $2.9M | 19k | 152.27 |
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| AutoZone (AZO) | 0.1 | $2.8M | 886.00 | 3195.95 |
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| F5 Networks (FFIV) | 0.1 | $2.7M | 6.5k | 415.96 |
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| Raymond James Financial (RJF) | 0.1 | $2.7M | -34% | 18k | 152.03 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.6M | -3% | 8.9k | 298.07 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $2.6M | -3% | 5.1k | 509.28 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $2.6M | 16k | 163.31 |
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| Stryker Corporation (SYK) | 0.1 | $2.6M | +45% | 8.1k | 314.84 |
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| Franklin Financial Services (FRAF) | 0.1 | $2.5M | 41k | 62.60 |
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| IPG Photonics Corporation (IPGP) | 0.1 | $2.5M | 22k | 117.32 |
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| Moody's Corporation (MCO) | 0.1 | $2.5M | +52% | 5.4k | 452.92 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $2.4M | -40% | 134k | 18.08 |
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| Five Below (FIVE) | 0.1 | $2.4M | 13k | 179.79 |
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| Regions Financial Corporation (RF) | 0.1 | $2.4M | -3% | 79k | 30.20 |
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| Phillips 66 (PSX) | 0.1 | $2.3M | 14k | 169.05 |
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| Tompkins Financial Corporation (TMP) | 0.1 | $2.2M | 23k | 94.52 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.2M | 15k | 144.61 |
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| MetLife (MET) | 0.1 | $2.1M | 25k | 84.61 |
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| Univest Corp. of PA (UVSP) | 0.1 | $2.1M | 49k | 43.75 |
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| Trane Technologies SHS (TT) | 0.1 | $2.1M | NEW | 4.3k | 491.20 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | 11k | 189.73 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.1M | +272% | 6.2k | 334.82 |
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| Aptiv Com Shs (APTV) | 0.1 | $2.0M | +74% | 32k | 61.38 |
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| Lululemon Athletica (LULU) | 0.1 | $1.9M | -40% | 17k | 114.18 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | -3% | 3.8k | 501.36 |
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| Penske Automotive (PAG) | 0.1 | $1.9M | 11k | 178.95 |
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| Corpay Com Shs (CPAY) | 0.1 | $1.9M | 5.6k | 333.27 |
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| Wabtec Corporation (WAB) | 0.1 | $1.9M | 6.9k | 269.60 |
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| Netease Sponsored Ads (NTES) | 0.1 | $1.8M | 14k | 128.14 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.8M | -47% | 25k | 71.86 |
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| Charles River Laboratories (CRL) | 0.1 | $1.7M | 7.6k | 226.79 |
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| Altria (MO) | 0.1 | $1.7M | 23k | 71.95 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.7M | 19k | 87.04 |
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| Casey's General Stores (CASY) | 0.1 | $1.6M | 2.1k | 794.79 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.6M | 1.7k | 935.47 |
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| Air Products & Chemicals (APD) | 0.1 | $1.6M | -3% | 5.5k | 293.20 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $1.6M | NEW | 4.0k | 401.41 |
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| Zimmer Holdings (ZBH) | 0.1 | $1.6M | 19k | 86.09 |
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| Corteva (CTVA) | 0.1 | $1.5M | 18k | 84.69 |
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| Flowserve Corporation (FLS) | 0.1 | $1.5M | 20k | 74.16 |
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| Middleby Corporation (MIDD) | 0.1 | $1.5M | 8.5k | 172.01 |
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| Intuit (INTU) | 0.1 | $1.5M | 5.6k | 261.00 |
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| Clear Secure Com Cl A (YOU) | 0.1 | $1.4M | 26k | 55.73 |
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| Citizens & Northern Corporation (CZNC) | 0.1 | $1.4M | 60k | 23.31 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | -11% | 6.8k | 205.02 |
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| Ferrari Nv Ord (RACE) | 0.1 | $1.4M | 3.7k | 372.29 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.4M | 13k | 103.44 |
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| Aon Shs Cl A (AON) | 0.1 | $1.3M | 4.1k | 331.69 |
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| F.N.B. Corporation (FNB) | 0.0 | $1.3M | 70k | 19.08 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $1.3M | 6.4k | 201.61 |
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| Blackrock (BLK) | 0.0 | $1.3M | 1.3k | 961.56 |
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| Pulte (PHM) | 0.0 | $1.2M | 9.0k | 137.21 |
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| BorgWarner (BWA) | 0.0 | $1.2M | 18k | 66.40 |
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| Nutrien (NTR) | 0.0 | $1.2M | 19k | 62.95 |
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| Illinois Tool Works (ITW) | 0.0 | $1.2M | 4.3k | 270.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 19k | 57.62 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $1.1M | 9.8k | 110.94 |
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| General Motors Company (GM) | 0.0 | $1.0M | 13k | 77.08 |
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| State Street Corporation (STT) | 0.0 | $1.0M | 6.0k | 169.60 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $970k | 4.0k | 242.43 |
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| Medtronic SHS (MDT) | 0.0 | $951k | +17% | 12k | 78.23 |
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| Intel Corporation (INTC) | 0.0 | $950k | 6.8k | 139.63 |
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| Global Payments (GPN) | 0.0 | $949k | 13k | 72.56 |
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| Waste Management (WM) | 0.0 | $903k | -3% | 4.1k | 222.88 |
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| Dow (DOW) | 0.0 | $901k | 33k | 27.36 |
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| CarMax (KMX) | 0.0 | $893k | 17k | 52.89 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $888k | 19k | 47.94 |
|
|
| United States Antimony (UAMY) | 0.0 | $879k | 120k | 7.31 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $867k | 8.0k | 108.35 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $851k | 9.7k | 87.71 |
|
|
| Brinker International (EAT) | 0.0 | $805k | 4.8k | 168.00 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $756k | -18% | 72k | 10.57 |
|
| Fiserv (FISV) | 0.0 | $751k | -9% | 15k | 49.05 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $717k | 15k | 47.74 |
|
|
| Align Technology (ALGN) | 0.0 | $713k | 4.2k | 168.64 |
|
|
| Key (KEY) | 0.0 | $692k | 30k | 23.05 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $685k | 5.0k | 136.95 |
|
|
| Nucor Corporation (NUE) | 0.0 | $668k | 3.0k | 222.75 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $639k | 2.7k | 236.62 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $622k | 2.6k | 240.97 |
|
|
| Match Group (MTCH) | 0.0 | $613k | 16k | 38.05 |
|
|
| Genpact SHS (G) | 0.0 | $613k | 22k | 27.50 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $601k | 3.8k | 158.03 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $599k | 41k | 14.49 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $594k | 15k | 38.73 |
|
|
| 3M Company (MMM) | 0.0 | $585k | 3.6k | 161.91 |
|
|
| Autodesk (ADSK) | 0.0 | $583k | 3.0k | 194.42 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $583k | -5% | 2.5k | 230.08 |
|
| Kirby Corporation (KEX) | 0.0 | $530k | -5% | 3.9k | 135.97 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $521k | 50k | 10.49 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $503k | -56% | 10k | 50.57 |
|
| Ptc (PTC) | 0.0 | $498k | 4.4k | 113.61 |
|
|
| PPG Industries (PPG) | 0.0 | $496k | 4.1k | 121.30 |
|
|
| Wright Express (WEX) | 0.0 | $489k | -3% | 3.5k | 141.09 |
|
| Transunion (TRU) | 0.0 | $486k | 6.7k | 72.14 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $485k | 4.1k | 117.67 |
|
|
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $485k | 10k | 48.50 |
|
|
| Nike CL B (NKE) | 0.0 | $480k | -6% | 12k | 41.05 |
|
| Qualcomm (QCOM) | 0.0 | $462k | -28% | 2.5k | 184.76 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $447k | 10k | 43.18 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $435k | 4.7k | 92.09 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $429k | 5.0k | 85.49 |
|
|
| T. Rowe Price (TROW) | 0.0 | $427k | 3.8k | 113.70 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $426k | -3% | 982.00 | 433.33 |
|
| Waste Connections (WCN) | 0.0 | $381k | 2.3k | 166.69 |
|
|
| Spectrum Brands Holding (SPB) | 0.0 | $374k | 4.4k | 85.75 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $361k | 6.3k | 56.98 |
|
|
| Trustmark Corporation (TRMK) | 0.0 | $358k | 7.8k | 46.01 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $328k | 3.6k | 90.46 |
|
|
| American Tower Reit (AMT) | 0.0 | $327k | 2.0k | 163.57 |
|
|
| Boot Barn Hldgs (BOOT) | 0.0 | $296k | 1.8k | 164.27 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $294k | 2.7k | 109.77 |
|
|
| Simon Property (SPG) | 0.0 | $285k | 1.3k | 223.65 |
|
|
| Dover Corporation (DOV) | 0.0 | $280k | 1.3k | 224.28 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $278k | NEW | 3.9k | 71.25 |
|
| Travelers Companies (TRV) | 0.0 | $264k | 800.00 | 330.12 |
|
|
| Steris Shs Usd (STE) | 0.0 | $231k | 1.1k | 210.57 |
|
|
| Kraft Heinz (KHC) | 0.0 | $226k | 9.6k | 23.62 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $219k | 1.4k | 151.33 |
|
|
| First united corporation (FUNC) | 0.0 | $218k | NEW | 5.0k | 44.11 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $200k | 1.7k | 117.43 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $189k | NEW | 254.00 | 745.72 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $187k | NEW | 392.00 | 477.57 |
|
| Kimco Realty Corporation (KIM) | 0.0 | $187k | NEW | 7.4k | 25.35 |
|
| Enterprise Products Partners (EPD) | 0.0 | $186k | NEW | 5.1k | 36.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $174k | NEW | 236.00 | 736.40 |
|
| Tesla Motors (TSLA) | 0.0 | $166k | NEW | 395.00 | 420.60 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $152k | NEW | 337.00 | 450.98 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $148k | NEW | 1.0k | 148.31 |
|
| FedEx Corporation (FDX) | 0.0 | $143k | NEW | 457.00 | 313.13 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $142k | NEW | 2.7k | 52.42 |
|
| Zscaler Incorporated (ZS) | 0.0 | $141k | NEW | 1.0k | 141.15 |
|
| Revolve Group Cl A (RVLV) | 0.0 | $141k | NEW | 6.2k | 22.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $117k | NEW | 1.0k | 116.67 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $117k | NEW | 233.00 | 500.39 |
|
| Forward Air Corp (FWRD) | 0.0 | $114k | NEW | 8.5k | 13.51 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $112k | NEW | 626.00 | 178.60 |
|
| Teleflex Incorporated (TFX) | 0.0 | $111k | NEW | 875.00 | 126.76 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $108k | NEW | 2.0k | 53.77 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $102k | NEW | 279.00 | 365.70 |
|
| Versigent Ordinary Shares (VGNT) | 0.0 | $100k | NEW | 2.4k | 42.01 |
|
| Elf Beauty (ELF) | 0.0 | $100k | NEW | 1.4k | 74.00 |
|
| CSX Corporation (CSX) | 0.0 | $92k | NEW | 1.9k | 47.54 |
|
| Boeing Company (BA) | 0.0 | $88k | NEW | 405.00 | 216.47 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $87k | NEW | 1.4k | 64.01 |
|
| Paychex (PAYX) | 0.0 | $87k | NEW | 881.00 | 98.33 |
|
| Dominion Resources (D) | 0.0 | $85k | NEW | 1.3k | 68.29 |
|
| Enbridge (ENB) | 0.0 | $85k | NEW | 1.6k | 54.21 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $82k | NEW | 998.00 | 82.13 |
|
| Ametek (AME) | 0.0 | $80k | NEW | 332.00 | 241.94 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $76k | NEW | 862.00 | 88.60 |
|
| DTE Energy Company (DTE) | 0.0 | $76k | NEW | 500.00 | 152.37 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $71k | NEW | 421.00 | 168.42 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $71k | -94% | 896.00 | 78.95 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $70k | NEW | 902.00 | 77.15 |
|
| Cme (CME) | 0.0 | $62k | NEW | 280.00 | 221.01 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $60k | NEW | 496.00 | 121.43 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $60k | NEW | 1.2k | 51.07 |
|
| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $55k | NEW | 44.00 | 1254.39 |
|
| Blackrock Etf Trust Ii Ishar Inter Etf (INMU) | 0.0 | $52k | NEW | 2.1k | 24.20 |
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $51k | NEW | 431.00 | 118.95 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $51k | NEW | 861.00 | 59.36 |
|
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.0 | $51k | NEW | 44.00 | 1156.50 |
|
| Jacobs Engineering Group (J) | 0.0 | $50k | NEW | 400.00 | 126.00 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $48k | NEW | 503.00 | 94.55 |
|
| Cigna Corp (CI) | 0.0 | $45k | NEW | 164.00 | 275.68 |
|
| Extra Space Storage (EXR) | 0.0 | $44k | NEW | 302.00 | 145.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $44k | NEW | 352.00 | 124.17 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $43k | NEW | 400.00 | 106.73 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $41k | NEW | 1.0k | 40.72 |
|
| Diamondback Energy (FANG) | 0.0 | $38k | NEW | 217.00 | 176.02 |
|
| Ingersoll Rand (IR) | 0.0 | $36k | NEW | 441.00 | 81.99 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $33k | NEW | 48.00 | 686.81 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $32k | NEW | 202.00 | 156.95 |
|
| Ecolab (ECL) | 0.0 | $30k | NEW | 108.00 | 278.61 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $29k | NEW | 71.00 | 409.51 |
|
| NiSource (NI) | 0.0 | $28k | NEW | 578.00 | 47.55 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $26k | NEW | 219.00 | 119.66 |
|
| Carrier Global Corporation (CARR) | 0.0 | $26k | NEW | 350.00 | 73.35 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $24k | NEW | 256.00 | 92.27 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $20k | NEW | 17.00 | 1194.76 |
|
| Capital One Financial (COF) | 0.0 | $20k | NEW | 100.00 | 200.62 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $20k | NEW | 202.00 | 98.98 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $20k | NEW | 203.00 | 96.58 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $15k | NEW | 16.00 | 950.38 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $14k | NEW | 107.00 | 134.69 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.0 | $14k | NEW | 609.00 | 22.69 |
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.0 | $14k | NEW | 682.00 | 20.19 |
|
| Vanguard Malvern Fds Total Treasury (VTG) | 0.0 | $13k | NEW | 176.00 | 75.25 |
|
| Carvana Cl A (CVNA) | 0.0 | $13k | NEW | 195.00 | 65.82 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $12k | NEW | 9.00 | 1382.33 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $12k | NEW | 100.00 | 121.42 |
|
| Suncor Energy (SU) | 0.0 | $12k | NEW | 220.00 | 53.65 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $12k | NEW | 135.00 | 86.42 |
|
| Viatris (VTRS) | 0.0 | $11k | NEW | 682.00 | 15.88 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $10k | NEW | 76.00 | 131.36 |
|
| Exelon Corporation (EXC) | 0.0 | $9.8k | NEW | 211.00 | 46.62 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $9.3k | NEW | 343.00 | 27.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $9.3k | NEW | 14.00 | 664.64 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $9.2k | NEW | 203.00 | 45.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $9.0k | NEW | 12.00 | 748.92 |
|
| Nextpower Class A Com (NXT) | 0.0 | $8.9k | NEW | 75.00 | 119.15 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $8.6k | NEW | 181.00 | 47.72 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $8.4k | NEW | 11.00 | 763.18 |
|
| Uber Technologies (UBER) | 0.0 | $7.4k | NEW | 103.00 | 72.16 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $7.3k | NEW | 532.00 | 13.80 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $7.3k | NEW | 68.00 | 107.25 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $7.2k | NEW | 101.00 | 71.60 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $6.9k | NEW | 283.00 | 24.24 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $6.8k | NEW | 269.00 | 25.25 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $6.8k | NEW | 293.00 | 23.16 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $6.8k | NEW | 306.00 | 22.13 |
|
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.0 | $6.8k | NEW | 280.00 | 24.12 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $6.7k | NEW | 345.00 | 19.54 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.0 | $6.6k | NEW | 152.00 | 43.66 |
|
| Trex Company (TREX) | 0.0 | $6.1k | NEW | 122.00 | 50.04 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $6.1k | NEW | 69.00 | 88.16 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $6.0k | NEW | 103.00 | 58.19 |
|
| SLB Com Stk (SLB) | 0.0 | $5.9k | NEW | 126.00 | 46.49 |
|
| Entergy Corporation (ETR) | 0.0 | $5.7k | NEW | 49.00 | 115.61 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $5.1k | NEW | 23.00 | 219.70 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $4.8k | NEW | 40.00 | 119.10 |
|
| Citizens Financial (CFG) | 0.0 | $4.7k | NEW | 68.00 | 69.74 |
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $4.4k | NEW | 300.00 | 14.53 |
|
| Canadian Solar (CSIQ) | 0.0 | $3.9k | NEW | 246.00 | 16.02 |
|
| Applied Materials (AMAT) | 0.0 | $3.6k | NEW | 5.00 | 723.00 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $3.5k | NEW | 34.00 | 103.21 |
|
| Solaredge Technologies (SEDG) | 0.0 | $3.4k | NEW | 59.00 | 58.44 |
|
| Universal Display Corporation (OLED) | 0.0 | $3.2k | NEW | 37.00 | 86.59 |
|
| Robert Half International (RHI) | 0.0 | $3.2k | NEW | 104.00 | 30.70 |
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $2.9k | NEW | 36.00 | 81.31 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $2.8k | NEW | 210.00 | 13.54 |
|
| Polaris Industries (PII) | 0.0 | $2.7k | NEW | 40.00 | 68.45 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $2.4k | NEW | 7.00 | 342.86 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $2.4k | NEW | 90.00 | 26.66 |
|
| McKesson Corporation (MCK) | 0.0 | $2.3k | NEW | 3.00 | 755.67 |
|
| Honeywell International (HON) | 0.0 | $2.2k | NEW | 10.00 | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $2.2k | NEW | 10.00 | 221.10 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.9k | NEW | 25.00 | 77.12 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $1.9k | NEW | 31.00 | 60.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.8k | NEW | 6.00 | 300.50 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $1.6k | NEW | 17.00 | 96.41 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.6k | NEW | 64.00 | 24.55 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $1.6k | NEW | 9.00 | 173.89 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $1.5k | NEW | 37.00 | 40.16 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.4k | NEW | 13.00 | 110.23 |
|
| Affiliated Managers (AMG) | 0.0 | $1.4k | NEW | 4.00 | 338.50 |
|
| Lowe's Companies (LOW) | 0.0 | $1.3k | NEW | 6.00 | 220.50 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $1.3k | NEW | 5.00 | 258.00 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $1.3k | NEW | 9.00 | 143.11 |
|
| PG&E Corporation (PCG) | 0.0 | $1.3k | NEW | 75.00 | 16.83 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $1.3k | NEW | 14.00 | 90.14 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.2k | NEW | 54.00 | 22.78 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.1k | NEW | 10.00 | 110.30 |
|
| Cenovus Energy (CVE) | 0.0 | $1.1k | NEW | 43.00 | 24.81 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $1.1k | NEW | 18.00 | 58.94 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.1k | NEW | 5.00 | 212.00 |
|
| Southern Company (SO) | 0.0 | $1.1k | NEW | 11.00 | 95.73 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.0k | NEW | 79.00 | 13.28 |
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $1.0k | NEW | 320.00 | 3.26 |
|
| Goldman Sachs (GS) | 0.0 | $1.0k | NEW | 1.00 | 1011.00 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $1.0k | NEW | 16.00 | 62.88 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $993.000000 | NEW | 2.00 | 496.50 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $991.999500 | NEW | 57.00 | 17.40 |
|
| Cardinal Health (CAH) | 0.0 | $950.000000 | NEW | 4.00 | 237.50 |
|
| Haleon Spon Ads (HLN) | 0.0 | $941.996700 | NEW | 101.00 | 9.33 |
|
| Target Corporation (TGT) | 0.0 | $915.999700 | NEW | 7.00 | 130.86 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $844.000300 | NEW | 11.00 | 76.73 |
|
| Yum! Brands (YUM) | 0.0 | $799.000000 | NEW | 5.00 | 159.80 |
|
| Itt (ITT) | 0.0 | $791.000000 | NEW | 4.00 | 197.75 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $783.999900 | NEW | 3.00 | 261.33 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $754.000000 | NEW | 4.00 | 188.50 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $700.000000 | NEW | 7.00 | 100.00 |
|
| Intercontinental Exchange (ICE) | 0.0 | $616.000000 | NEW | 5.00 | 123.20 |
|
| Dell Technologies CL C (DELL) | 0.0 | $431.000000 | NEW | 1.00 | 431.00 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $424.000000 | NEW | 16.00 | 26.50 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $322.000000 | NEW | 4.00 | 80.50 |
|
| Occidental Pete Corp *w Exp 08/03/202 (Principal) (OXY.WS) | 0.0 | $320.000400 | NEW | 12.00 | 26.67 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $204.999900 | NEW | 3.00 | 68.33 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $176.000000 | NEW | 1.00 | 176.00 |
|
| American Airls (AAL) | 0.0 | $108.000000 | NEW | 6.00 | 18.00 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $73.000000 | NEW | 1.00 | 73.00 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $55.000000 | NEW | 1.00 | 55.00 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $40.000000 | NEW | 1.00 | 40.00 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $36.000000 | NEW | 1.00 | 36.00 |
|
| New York Life Investments Et Ftse Intl Eqty C (HFXI) | 0.0 | $25.000000 | NEW | 1.00 | 25.00 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| General Dynamics Corporation (GD) | 0.0 | $0 | 3.3k | 0.00 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Logan Capital Management
SEC 13F filings are viewable for Logan Capital Management going back to 2010
- Logan Capital Management 2026 Q2 filed Aug. 14, 2026
- Logan Capital Management 2026 Q1 filed May 8, 2026
- Logan Capital Management 2025 Q4 filed Feb. 12, 2026
- Logan Capital Management 2025 Q3 filed Nov. 14, 2025
- Logan Capital Management 2025 Q2 filed Aug. 1, 2025
- Logan Capital Management 2025 Q1 filed May 16, 2025
- Logan Capital Management 2024 Q4 filed Feb. 14, 2025
- Logan Capital Management 2024 Q3 filed Dec. 6, 2024
- Logan Capital Management 2024 Q1 filed May 13, 2024
- Logan Capital Management 2023 Q3 filed Nov. 14, 2023
- Logan Capital Management 2023 Q2 filed Aug. 14, 2023
- Logan Capital Management 2023 Q1 filed May 12, 2023
- Logan Capital Management 2022 Q4 filed Feb. 14, 2023
- Logan Capital Management 2022 Q3 filed Nov. 14, 2022
- Logan Capital Management 2022 Q2 filed Aug. 11, 2022
- Logan Capital Management 2022 Q1 filed May 16, 2022