§ 13F · FUND PROFILE
LOGAN CAPITAL MANAGEMENT INC.
AUM · $2.7B (13F)Positions · 594Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORP | 301K | $91M | 3.4% | +770% |
| 2 | AAPL | APPLE INC | 268K | $78M | 2.9% | −4% |
| 3 | LCLG | ADVISORS SER TR | 985K | $75M | 2.8% | −4% |
| 4 | APH | AMPHENOL CORP | 419K | $74M | 2.7% | +1% |
| 5 | AVGO | BROADCOM INC | 193K | $73M | 2.7% | −6% |
| 6 | AAPL | APPLE INC | 229K | $66M | 2.5% | — |
| 7 | MU | MICRON TECHNOLOGY INC | 54K | $63M | 2.3% | −13% |
| 8 | FLEX | FLEX LTD | 366K | $59M | 2.2% | −6% |
| 9 | AMZN | AMAZON COM INC | 181K | $43M | 1.6% | ±0% |
| 10 | GOOGL | ALPHABET INC | 120K | $43M | 1.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOGAN SIGNAL
AC read
LOGAN CAPITAL MANAGEMENT INC is a Other fund managing $2.7 billion in assets. The fund runs a broad portfolio of 594 positions.
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