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CIK: 0001121330
Total reported value
$2.7B
$2.7B
543 檔
18.2%
During the Q4 2024 filing period, Logan Capital Management Inc (CIK: 0001121330) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 543 reported positions.
During Q4 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 543 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.61% | -0.37% | -6.72% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.64% | -0.10% | -11.35% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | -0.08% | -6.44% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.42% | -4.77% | |
| 5 | LCLG | Logan Capital Broad Innovati | ETF-Other | 2.72% | +0.16% | -0.26% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 2.14% | -0.72% | -7.57% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.13% | -0.24% | -5.28% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.31% | -6.63% | |
| 9 | APH | Amphenol Corp-cl A | Stock-Tech | 1.54% | +0.58% | -6.90% | |
| 10 | APP | Applovin Corp-class A | Stock-Tech | 1.49% | +0.15% | -2.83% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 1.46% | +1.42% | -10.97% | |
| 12 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.44% | -0.04% | -4.16% | |
| 13 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.31% | +0.11% | -7.37% | |
| 14 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.29% | -0.13% | -3.45% | |
| 15 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.26% | -0.08% | -4.00% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | -0.02% | -9.22% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.09% | -6.40% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.06% | -0.89% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | -0.01% | -1.69% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.37% | -1.65% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.12% | -0.39% | |
| 22 | URI | United Rentals Inc | Stock-Industrials | 1.03% | +0.34% | -6.27% | |
| 23 | CTAS | Cintas CORP | Stock-Industrials | 1.00% | -0.14% | -7.96% | |
| 24 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.90% | -0.07% | -6.09% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.85% | -0.13% | -2.79% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.02% | -2.95% | |
| 27 | MTD | Mettler-toledo International | Stock-Healthcare | 0.83% | -0.13% | -7.18% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.02% | -0.79% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.02% | -6.55% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.08% | -1.51% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.79% | -0.25% | -2.08% | |
| 32 | CPRT | Copart Inc | Stock-Industrials | 0.77% | -0.13% | -3.17% | |
| 33 | FAST | Fastenal Co | Stock-Industrials | 0.76% | -0.17% | -3.88% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.74% | +0.16% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.12% | -0.89% | |
| 36 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.71% | -0.04% | -4.37% | |
| 37 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.71% | -0.01% | -4.42% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.70% | -0.01% | -5.11% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.07% | -0.13% | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.68% | -0.25% | +0.93% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | -0.02% | -2.47% | |
| 42 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 0.65% | -0.16% | -2.92% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | -0.02% | -1.15% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.17% | -8.65% | |
| 45 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.61% | -0.08% | -3.32% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.04% | -1.58% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.15% | -9.40% | |
| 48 | A | Agilent Technologies Inc | Stock-Healthcare | 0.58% | — | -7.73% | |
| 49 | HUBB | Hubbell Inc | Stock-Industrials | 0.58% | -0.06% | -7.61% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.58% | -0.07% | -9.58% |
According to official SEC Form 13F filings, Logan Capital Management Inc reported a total U.S. public equity portfolio value of $2.7B across 543 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, AMZN) accounted for 18.2% of total reported equity market value during Q4 2024.
During Q4 2024, Logan Capital Management Inc's top holdings by market value included AAPL (6.6%)、AVGO (4.6%)、AMZN (3.3%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 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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