StockDriftsStockDriftsTop 50 Logan Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.36% | 497.7K | $144.0M | new | $24.11(+1166.44%) | 2026-06-30 | |
| KLAC | KLA CORP | 4.12% | 367.0K | $110.7M | new | $22.37(+787.85%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.74% | 266.3K | $100.6M | new | $11.40(+3353.03%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 3.39% | 516.4K | $91.1M | new | $19.51(+762.40%) | 2026-06-30 | |
| LCLG | ADVISORS SER TR | 2.95% | 1.04M | $79.3M | new | $29.30(+151.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.89% | 326.4K | $77.8M | new | $20.29(+1194.01%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.76% | 64.2K | $74.1M | new | $226.35(+348.32%) | 2026-06-30 | |
| FLEX | FLEX LTD | 2.64% | 437.6K | $70.9M | new | $33.26(+287.20%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.2% | 158.8K | $59.2M | new | $131.46(+269.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.71% | 128.7K | $46.0M | new | $35.86(+861.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.71% | +67.29% | +9.49% | +57.35% |
| Top 20 Holdings Unweighted | +17.68% | +62.96% | +7.63% | +44.45% |
Logan Capital Management INC reports $2.69B in US-listed equity holdings across 443 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), KLAC (4.1%) and AVGO (3.7%). The top 20 holdings account for 46.21% of reported assets. Its disclosed equity book has returned +67.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Logan Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1121330). View Logan Capital Management INC’s 13F filings on SEC