LOGAN CAPITAL MANAGEMENT INC

Q2 2026 13F-HR Holdings

Location
Newtown Square, PA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
443
Total value ($000)
$2,688,159
Net value change ($000)
+391,166 (17.0%)
New positions
442
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 144,005 NEW
KLAC 110,730 NEW
AVGO 100,604 NEW
APH 91,057 NEW
LCLG 79,347 NEW
AMZN 77,802 NEW
MU 74,107 NEW
FLEX 70,923 NEW
MSFT 59,234 NEW
GOOGL 45,988 NEW
Top Reduces (Value $000, Stocks/ETFs)
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Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type