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CIK: 0001121330
Total reported value
$2.7B
$2.7B
460 檔
17.0%
In Q2 2024, Logan Capital Management Inc's U.S. equity holdings reached a combined market value of $2.7B, distributed across 460 disclosed stock positions.
During Q2 2024, Logan Capital Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.36% | -0.37% | -0.75% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -0.42% | -0.95% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.81% | -0.10% | -1.90% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.08% | -0.82% | |
| 5 | LCLG | Logan Capital Broad Innovati | ETF-Other | 2.44% | +0.16% | +0.10% | |
| 6 | KLAC | Kla CORP | Stock-Tech | 2.23% | +1.42% | -10.04% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.31% | -1.28% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 1.98% | -0.24% | -1.38% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.85% | -0.72% | -1.41% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 1.68% | +0.58% | +97.05% | |
| 11 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.48% | -0.04% | -1.56% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | -0.02% | -0.71% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.12% | -0.19% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.37% | -2.03% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.09% | -1.27% | |
| 16 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.19% | -0.08% | -0.61% | |
| 17 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.16% | -0.13% | -0.91% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.08% | -0.85% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.06% | -2.03% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.12% | +0.11% | -1.49% | |
| 21 | CTAS | Cintas CORP | Stock-Industrials | 1.08% | -0.14% | -1.25% | |
| 22 | MTD | Mettler-toledo International | Stock-Healthcare | 1.06% | -0.13% | -0.96% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.06% | +0.34% | -1.16% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.07% | -0.02% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | -0.01% | -0.83% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.02% | +903.23% | |
| 27 | SHEL | Shell Plc-adr | Stock-Energy | 0.82% | -0.25% | -2.36% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.02% | -2.24% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.02% | -0.98% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.80% | -0.13% | +3.49% | |
| 31 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.79% | -0.07% | -0.03% | |
| 32 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.78% | -0.04% | -0.85% | |
| 33 | CPRT | Copart Inc | Stock-Industrials | 0.78% | -0.13% | -0.23% | |
| 34 | ZTS | Zoetis Inc | Stock-Healthcare | 0.77% | -0.17% | -12.24% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.76% | -0.25% | -1.88% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.17% | -1.40% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.72% | -0.17% | -1.73% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.15% | -1.48% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.67% | -0.03% | -0.96% | |
| 40 | A | Agilent Technologies Inc | Stock-Healthcare | 0.65% | — | -0.74% | |
| 41 | ANETEUR | Arista Networks Inc | Stock-Other | 0.64% | — | +0.10% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.04% | -1.74% | |
| 43 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.63% | -0.08% | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | -0.02% | -25.22% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.02% | -3.00% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.01% | -3.37% | |
| 47 | HUBB | Hubbell Inc | Stock-Industrials | 0.56% | -0.06% | +1.09% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.56% | -0.01% | -0.57% | |
| 49 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.56% | -0.11% | -1.22% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.12% | -1.81% |
According to official SEC Form 13F filings, Logan Capital Management Inc reported a total U.S. public equity portfolio value of $2.7B across 460 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 17.0% of total reported equity market value during Q2 2024.
During Q2 2024, Logan Capital Management Inc's top holdings by market value included AAPL (6.4%)、MSFT (3.8%)、AVGO (3.8%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q2 2024, Logan Capital Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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