LOGAN CAPITAL MANAGEMENT INC: 13F holdings
CIK 11213302026Q2
| Positions | 443 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 443 (+170 vs prior quarter) |
|---|
| Reported value | $2.7bn (+17.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 497,666 | $144.0m | 5.4% |
| KLAC KLA CORP | 367,009 | $110.7m | 4.1% |
| AVGO BROADCOM INC | 266,325 | $100.6m | 3.7% |
| APH AMPHENOL CORP | 516,428 | $91.1m | 3.4% |
| ADVISORS SER TR | 1,044,931 | $79.3m | 3.0% |
| AMZN AMAZON COM INC | 326,431 | $77.8m | 2.9% |
| MU MICRON TECHNOLOGY INC | 64,201 | $74.1m | 2.8% |
| FLEX LTD | 437,606 | $70.9m | 2.6% |
| MSFT MICROSOFT CORP | 158,796 | $59.2m | 2.2% |
| GOOGL ALPHABET INC | 128,684 | $46.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1121330")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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