Logan Capital Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Logan Capital Management reported a $2.7 bn portfolio of 438 companies (441 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are AAPL, KLAC, AVGO.
Sections with a free account
What changed this quarter
No prior 13F to compare: this quarter's changes cannot be calculated.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL5.4%
- KLAKLAC4.1%
- BroadcomAVGO3.7%
- AmphenolAPH3.4%
- AlphabetGOOGL · GOOG3.3%
- Advisors SER TrLCLG3.0%
- Amazon.comAMZN2.9%
- Micron TechnologyMU2.8%
- FLEXFLEX2.6%
- MicrosoftMSFT2.2%
- MastercardMA1.7%
- Meta PlatformsMETA1.6%
- AppLovinAPP1.6%
- Williams-sonomaWSM1.4%
- United RentalsURI1.4%
Portfolio by sector
- ● Information Technology 34%
- ● Industrials 15%
- ● Consumer Discretionary 13%
- ● Financials 10%
- ● Health Care 8%
- ● Communication Services 7%
- ● Consumer Staples 4%
- ● No sector 3%
- ● Energy 3%
- ● Materials 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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- Fairfax Financial HoldingsInsurance holding · $2.6 bn
- Anomaly Capital ManagementInvestment firm · $2.6 bn