Logan Capital Management Inc holds a diversified book of 275 stocks worth $2.4B as of Q4 2025 (disclosed Feb 12, 2026, a ~43-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.
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
Other tracked managers holding the same core names as Logan Capital Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $2.4T |
| FMR LLC | 79 / 80 | $848.6B |
| MORGAN STANLEY | 79 / 80 | $532.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $525.3B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 79 / 80 | $415.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $320.0B |
| NORTHERN TRUST CORP | 79 / 80 | $319.1B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $242.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Logan Capital Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.