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 RELX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,190,988 | 126,425 | Put | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||