13F filer
Logan Capital Management
13F Value
$2.69B
Positions
443
Top Position
AAPL5.4%
Top 5
19.6%
Latest filing changes
vs Mar 31, 2026No increased positions
No reduced positions
Holdings443
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 5.4% | $144.0M | NEW | 497.7K | — | Common Stock | |
| 2 | KLAC | 4.1% | $110.7M | NEW | 367.0K | — | — | Common Stock |
| 3 | AVGO | 3.7% | $100.6M | NEW | 266.3K | — | Common Stock | |
| 4 | APH | 3.4% | $91.1M | NEW | 516.4K | — | Common Stock | |
| 5 | LCLG | 3.0% | $79.3M | NEW | 1.04M | — | ETF | |
| 6 | AMZN | 2.9% | $77.8M | NEW | 326.4K | — | Common Stock | |
| 7 | MU | 2.8% | $74.1M | NEW | 64.2K | — | Common Stock | |
| 8 | FLEX | 2.6% | $70.9M | NEW | 437.6K | — | Common Stock | |
| 9 | MSFT | 2.2% | $59.2M | NEW | 158.8K | — | Common Stock | |
| 10 | GOOGLFiling details
|
1.7% | $46.0M | NEW | 128.7K | — | Common Stock | |
| 11 | MA | 1.7% | $45.6M | NEW | 88.8K | — | Common Stock | |
| 12 | META | 1.6% | $43.8M | NEW | 77.7K | — | Common Stock | |
| 13 | GOOG | 1.6% | $43.5M | NEW | 123.0K | — | Common Stock | |
| 14 | APP | 1.6% | $42.4M | NEW | 82.4K | — | Common Stock | |
| 15 | WSM | 1.4% | $38.7M | NEW | 166.1K | — | Common Stock | |
| 16 | URI | 1.4% | $37.6M | NEW | 33.2K | — | Common Stock | |
| 17 | STRL | 1.4% | $36.9M | NEW | 44.0K | — | Common Stock | |
| 18 | LLY | 1.2% | $33.3M | NEW | 27.8K | — | Common Stock | |
| 19 | NFLX | 1.2% | $33.2M | NEW | 465.4K | — | Common Stock | |
| 20 | FAST | 1.2% | $33.2M | NEW | 690.3K | — | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing273
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.