LOGAN CAPITAL MANAGEMENT INC
Top Portfolio Positions
263 positions ·
$2,181,354,209 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
518,682 | $131,636,304 | 6.03% | |
| AVGO |
Broadcom Inc.
Technology
|
284,808 | $88,150,923 | 4.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
327,286 | $68,163,854 | 3.12% | |
| APH |
Amphenol Corp /De/
Technology
|
510,538 | $64,506,475 | 2.96% | |
| KLAC |
Kla Corp
Technology
|
42,169 | $62,090,056 | 2.85% | |
| MSFT |
Microsoft Corp
Technology
|
162,280 | $60,071,187 | 2.75% | |
| NFLX |
Netflix Inc
Communication Services
|
468,009 | $44,999,065 | 2.06% | |
| MA |
Mastercard Inc
Financial Services
|
89,352 | $44,645,619 | 2.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
77,873 | $44,553,479 | 2.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
129,644 | $37,280,427 | 1.71% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FLEX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,421,028 | 464,727 | Put | Sole | 2026-05-08 | |
| 2025-12-31 | $26,837,113 | 444,176 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,001,069 | 431,276 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $20,989,761 | 420,468 | Shares | Other | 2025-08-01 | |
| 2025-03-31 | $15,336,615 | 463,622 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $2,571,438 | 66,982 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,843,823 | 85,068 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $2,516,853 | 85,346 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,464,951 | 86,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,973,240 | 85,965 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,754,495 | 86,294 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,820,966 | 87,425 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,511,848 | 87,189 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,482,905 | 91,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,161,903 | 92,548 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,018,123 | 93,369 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,380,080 | 98,726 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,411,629 | 102,195 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,348,131 | 101,186 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,344,401 | 99,833 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,104,529 | 80,050 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,066,120 | 78,684 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $635,174 | 75,662 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $542,717 | 70,262 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $436,789 | 69,167 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||