Logan Capital Management Inc holds a diversified book of 275 stocks worth $2.4B as of Q4 2025 (disclosed Feb 12, 2026, a ~45-day 13F lag). This quarter they opened Interactive Brokers Gro-CL A and trimmed Broadcom Inc. Their largest long position is Apple Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1121330/holdings"
Use Arkolith to show LOGAN CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $145.3M | 534.4K | 6.1% | ▲+0.3% Added · +2K sh | |
| 2 | Broadcom Inc COM | $99.4M | 287.1K | 4.2% | ▼−3.3% Reduced · −10K sh | |
| 3 | Microsoft Corp COM | $79.9M | 165.3K | 3.4% | ▼−4.2% Reduced · −7K sh | |
| 4 | Amazon Com Inc COM | $75.8M | 328.6K | 3.2% | ▲+1.5% Added · +5K sh | |
| 5 | Amphenol Corp New CL A | $67.9M | 502.4K | 2.9% | ▼−10% Reduced · −57K sh | |
| 6 | Kla Corp COM NEW | $65.7M | 54.1K | 2.8% | ▲+0.8% Added · +444 sh | |
| 7 | Advisors Ser TR LOGAN CAP BRD IN | $65.5M | 1.04M | 2.8% | —Held | |
| 8 | Applovin Corp COM CL A | $55.5M | 82.4K | 2.3% | ▲+1.5% Added · +1K sh | |
| 9 | Mastercard Incorporated CL A | $51.2M | 89.7K | 2.2% | ▲+2.2% Added · +2K sh | |
| 10 | Meta Platforms Inc CL A | $51.0M | 77.3K | 2.1% | ▲+5.4% Added · +4K sh | |
| 11 | Netflix Inc COM | $43.7M | 466.5K | 1.8% | ▲10× Added · +421K sh | |
| 12 | Alphabet Inc CAP STK CL C | $41.3M | 131.5K | 1.7% | ▼−7.0% Reduced · −10K sh | |
| 13 | Alphabet Inc CAP STK CL A | $40.6M | 129.8K | 1.7% | ▲+2.5% Added · +3K sh | |
| 14 | Eli Lilly & Co COM | $29.9M | 27.8K | 1.3% | ▼−1.6% Reduced · −441 sh | |
| 15 | Williams Sonoma Inc COM | $29.4M | 164.5K | 1.2% | ▲+2.6% Added · +4K sh | |
| 16 | Dicks Sporting Goods Inc COM | $28.9M | 145.9K | 1.2% | ▲+3.5% Added · +5K sh | |
| 17 | United Rentals Inc COM | $28.9M | 35.7K | 1.2% | ▲+0.2% Added · +71 sh | |
| 18 | Flex Ltd ORD | $26.8M | 444.2K | 1.1% | ▲+3.0% Added · +13K sh | |
| 19 | Cintas Corp COM | $25.1M | 133.5K | 1.1% | ▲+4.4% Added · +6K sh | |
| 20 | Sherwin Williams Co COM | $24.8M | 76.5K | 1.0% | ▲+0.4% Added · +340 sh | |
| 21 | JPMorgan Chase & Co. COM | $22.9M | 71.0K | 1.0% | ▼−8.2% Reduced · −6K sh | |
| 22 | Mettler Toledo International COM | $22.4M | 16.1K | 0.9% | ▲+3.3% Added · +519 sh | |
| 23 | Arista Networks Inc COM SHS | $22.3M | 170.3K | 0.9% | ▲+4.4% Added · +7K sh | |
| 24 | Fastenal Co COM | $20.9M | 520.5K | 0.9% | ▲+4.4% Added · +22K sh | |
| 25 | Chevron Corp New COM | $20.7M | 135.6K | 0.9% | ▼−11% Reduced · −17K sh | |
| 26 | Micron Technology Inc COM | $19.6M | 68.6K | 0.8% | ▲11k× Added · +69K sh | |
| 27 | International Business Machs COM | $18.9M | 63.8K | 0.8% | ▼−1.1% Reduced · −685 sh | |
| 28 | Abbvie Inc COM | $18.1M | 79.4K | 0.8% | ▼−9.8% Reduced · −9K sh | |
| 29 | Shell PLC SPON ADS | $17.5M | 238.3K | 0.7% | ▲+0.6% Added · +1K sh | |
| 30 | Nvidia Corporation COM | $17.2M | 92.1K | 0.7% | ▼−6.3% Reduced · −6K sh | |
| 31 | Burlington Stores Inc COM | $17.0M | 59.0K | 0.7% | ▲+7.3% Added · +4K sh | |
| 32 | Lithia MTRS Inc COM | $16.7M | 50.3K | 0.7% | ▲+4.2% Added · +2K sh | |
| 33 | Merck & Co Inc COM | $16.3M | 155.1K | 0.7% | ▼−2.3% Reduced · −4K sh | |
| 34 | Lincoln Elec Hldgs Inc COM | $16.1M | 67.3K | 0.7% | ▲+5.3% Added · +3K sh | |
| 35 | Ubiquiti Inc COM | $16.0M | 28.9K | 0.7% | ▼−0.6% Reduced · −171 sh | |
| 36 | Johnson & Johnson COM | $15.9M | 76.6K | 0.7% | ▼−5.5% Reduced · −4K sh | |
| 37 | Home Depot Inc COM | $15.7M | 45.7K | 0.7% | ▼−0.6% Reduced · −285 sh | |
| 38 | Accenture PLC Ireland SHS CLASS A | $14.5M | 54.1K | 0.6% | ▼−1.7% Reduced · −961 sh | |
| 39 | Waters Corp COM | $14.4M | 37.8K | 0.6% | ▲+7.1% Added · +3K sh | |
| 40 | Old Dominion Freight Line In COM | $14.2M | 90.5K | 0.6% | ▲+2.6% Added · +2K sh | |
| 41 | Electronic Arts Inc COM | $14.1M | 69.1K | 0.6% | ▲+4.2% Added · +3K sh | |
| 42 | Agilent Technologies Inc COM | $13.9M | 102.4K | 0.6% | ▲+1.4% Added · +1K sh | |
| 43 | Procter And Gamble Co COM | $13.7M | 95.3K | 0.6% | ▼−0.9% Reduced · −916 sh | |
| 44 | Pepsico Inc COM | $13.7M | 95.2K | 0.6% | ▼−2.1% Reduced · −2K sh | |
| 45 | Starbucks Corp COM | $13.1M | 155.8K | 0.6% | ▼−2.6% Reduced · −4K sh | |
| 46 | Hubbell Inc COM | $13.1M | 29.5K | 0.6% | ▲+1.1% Added · +326 sh | |
| 47 | Sterling Infrastructure Inc COM | $12.8M | 41.8K | 0.5% | ▲+9.8% Added · +4K sh | |
| 48 | Cisco Sys Inc COM | $12.8M | 165.9K | 0.5% | ▼−5.5% Reduced · −10K sh | |
| 49 | LPL Finl Hldgs Inc COM | $12.7M | 35.7K | 0.5% | ▲+1.0% Added · +356 sh | |
| 50 | Copart Inc COM | $12.5M | 319.3K | 0.5% | ▲+1.8% Added · +6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 426 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 434 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 642 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 649 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 733 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 706 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 6, 2024 | 636 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 623 | $2.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 625 | $2.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 665 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 654 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 654 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 682 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 705 | $1.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 698 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 746 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 723 | $2.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 724 | $2.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 710 | $2.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 702 | $2.1B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 679 | $2.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 595 | $2.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 565 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.