StockDriftsStockDriftsTop 50 Logan Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.11% | 534.4K | $145.3M | +0.34%(+1.79K) | $90.13(+195.59%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 4.18% | 287.1K | $99.4M | -3.28%(-9.74K) | $28.77(+1278.98%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 3.36% | 165.3K | $79.9M | -4.20%(-7.24K) | $210.93(+94.96%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 3.19% | 328.6K | $75.8M | +1.48%(+4.80K) | $117.37(+111.72%) | 2025-12-31 | |
| APH | AMPHENOL CORP NEW | 2.86% | 502.4K | $67.9M | -10.20%(-57.03K) | $29.07(+405.57%) | 2025-12-31 | |
| KLAC | KLA CORP | 2.76% | 54.1K | $65.7M | +0.83%(+444) | $276.08(+533.20%) | 2025-12-31 | |
| LCLG | ADVISORS SER TR | 2.76% | 1.04M | $65.5M | +0.00%(+0) | $29.24(+126.05%) | 2025-12-31 | |
| APP | APPLOVIN CORP | 2.34% | 82.4K | $55.5M | +1.46%(+1.19K) | $72.45(+541.31%) | 2025-12-31 | |
| MA | MASTERCARD INCORPORATED | 2.16% | 89.7K | $51.2M | +2.18%(+1.91K) | $296.54(+75.34%) | 2025-12-31 | |
| META | META PLATFORMS INC | 2.15% | 77.3K | $51.0M | +5.38%(+3.95K) | $212.84(+215.53%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.59% | +117.64% |
| Top 20 Holdings Unweighted | +26.70% | +103.39% |
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