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CIK: 0001121330
Total reported value
$2.7B
$2.7B
275 檔
17.4%
At the close of Q4 2025, Logan Capital Management Inc disclosed equity holdings valued at approximately $2.7B, spread across 275 reported holdings.
In Q4 2025, Logan Capital Management Inc adopted a defensive or profit-taking posture, trimming 89 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.11% | -0.37% | +0.34% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.18% | -0.10% | -3.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.42% | -4.20% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | -0.08% | +1.48% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 2.86% | +0.58% | -10.20% | |
| 6 | KLAC | Kla CORP | Stock-Tech | 2.76% | +1.42% | +0.83% | |
| 7 | LCLG | Logan Capital Broad Innovati | ETF-Other | 2.76% | +0.16% | — | |
| 8 | APP | Applovin Corp-class A | Stock-Tech | 2.34% | +0.15% | +1.46% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.16% | -0.24% | +2.18% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.31% | +5.38% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.84% | -0.72% | +917.41% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.74% | -0.02% | -7.00% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.09% | +2.47% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.12% | -1.56% | |
| 15 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.24% | +0.11% | +2.58% | |
| 16 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.22% | -0.04% | +3.47% | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.22% | +0.34% | +0.20% | |
| 18 | FLEX | Flex Ltd. | Stock-Tech | 1.13% | +1.32% | +2.99% | |
| 19 | CTAS | Cintas CORP | Stock-Industrials | 1.06% | -0.14% | +4.43% | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.04% | -0.08% | +0.45% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.06% | -8.23% | |
| 22 | MTD | Mettler-toledo International | Stock-Healthcare | 0.94% | -0.13% | +3.34% | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 0.94% | +0.16% | +4.43% | |
| 24 | FAST | Fastenal Co | Stock-Industrials | 0.88% | -0.17% | +4.37% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.37% | -10.89% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.82% | +1.68% | +1142550.00% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | -0.01% | -1.06% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | -0.02% | -9.76% | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.74% | -0.25% | +0.59% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.02% | -6.34% | |
| 31 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 0.72% | -0.16% | +7.32% | |
| 32 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.70% | -0.01% | +4.25% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.07% | -2.33% | |
| 34 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.68% | -0.07% | +5.34% | |
| 35 | UI | Ubiquiti Inc | Stock-Tech | 0.67% | -0.38% | -0.59% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.08% | -5.54% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.02% | -0.62% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.61% | -0.13% | -1.74% | |
| 39 | WAT | Waters CORP | Stock-Healthcare | 0.60% | +0.04% | +7.09% | |
| 40 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.60% | -0.04% | +2.62% | |
| 41 | EA | Electronic Arts Inc | Stock-Comm Services | 0.59% | -0.04% | +4.19% | |
| 42 | A | Agilent Technologies Inc | Stock-Healthcare | 0.59% | — | +1.39% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.08% | -0.95% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.17% | -2.10% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | -0.02% | -2.59% | |
| 46 | HUBB | Hubbell Inc | Stock-Industrials | 0.55% | -0.06% | +1.12% | |
| 47 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.54% | +0.59% | +9.77% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.12% | -5.51% | |
| 49 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.54% | -0.09% | +1.01% | |
| 50 | CPRT | Copart Inc | Stock-Industrials | 0.53% | -0.13% | +1.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +1142550.00% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.47% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +0.34% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | -1.56% | Trim |
| 5 | KLAC | Kla CORP | +0.3% | +0.83% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -7.00% | Trim |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | +2507.95% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.48% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1095.45% | Add |
| 10 | WAT | Waters CORP | +0.2% | +7.09% | Add |
| 11 | MTD | Mettler-toledo International | +0.1% | +3.34% | Add |
| 12 | BURL | Burlington Stores Inc | +0.1% | +7.32% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -2.33% | Trim |
| 14 | RH | Rh | +0.1% | +115.24% | Add |
| 15 | CLS | Celestica Inc | +0.1% | +7.54% | Add |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +285.45% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +30.04% | Add |
| 18 | OMF | Onemain Holdings Inc | +0.1% | +2.23% | Add |
| 19 | FLEX | Flex Ltd. | +0.1% | +2.99% | Add |
| 20 | MAR | Marriott International -cl A | +0.1% | +0.67% | Add |
| 21 | RY | Royal Bank Of Canada | +0.1% | +11.25% | Add |
| 22 | ODFL | Old Dominion Freight Line | +0.1% | +2.62% | Add |
| 23 | MNST | Monster Beverage CORP | +0.1% | +4.30% | Add |
| 24 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +18.87% | Add |
| 25 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +9.85% | Add |
| 26 | LAD | Lithia Motors Inc | +0.1% | +4.25% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | -5.61% | Trim |
| 28 | NVS | Novartis Ag-sponsored Adr | +0.1% | +11.58% | Add |
| 29 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +11.33% | Add |
| 30 | AVGO | Broadcom Inc | +0.1% | -3.28% | Trim |
| 31 | CMI | Cummins Inc | +0.1% | -1.88% | Trim |
| 32 | BTI | British American Tob-sp Adr | +0.1% | +10.34% | Add |
| 33 | GSK | Gsk Plc-spon Adr | +0.1% | +10.05% | Add |
| 34 | MA | Mastercard Inc - A | 0% | +2.18% | Add |
| 35 | NDSN | Nordson CORP | 0% | +5.00% | Add |
| 36 | LECO | Lincoln Electric Holdings | 0% | +5.34% | Add |
| 37 | LPLA | Lpl Financial Holdings Inc | 0% | +1.01% | Add |
| 38 | A | Agilent Technologies Inc | 0% | +1.39% | Add |
| 39 | ACN | Accenture plc | 0% | -1.74% | Trim |
| 40 | RF | Regions Financial CORP | 0% | +18.06% | Add |
| 41 | SNY | Sanofi-adr | 0% | +10.81% | Add |
| 42 | JNJ | Johnson & Johnson | 0% | -5.54% | Trim |
| 43 | YETI | Yeti Holdings Inc | 0% | -1.05% | Trim |
| 44 | LULU | Lululemon Athletica Inc | 0% | -0.49% | Trim |
| 45 | AMGN | Amgen Inc | 0% | -2.82% | Trim |
| 46 | BP | Bp Plc-spons Adr | 0% | +10.00% | Add |
| 47 | CSCO | Cisco Systems Inc | 0% | -5.51% | Trim |
| 48 | EA | Electronic Arts Inc | 0% | +4.19% | Add |
| 49 | TFC | Truist Financial CORP | 0% | -0.03% | Trim |
| 50 | IQV | Iqvia Holdings Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Logan Capital Management Inc reported a total U.S. public equity portfolio value of $2.7B across 275 disclosed positions in Q4 2025.
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, AVGO, MSFT) accounted for 17.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBKR
市值: $1.0M
Top Position Liquidated / Trimmed
TTEN
前期市值: $6.8M
During Q4 2025, Logan Capital Management Inc's top holdings by market value included AAPL (6.1%)、AVGO (4.2%)、MSFT (3.4%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2025, Logan Capital Management Inc made 176 total portfolio adjustments, initiating 5 new buys, adding to 68 positions, trimming 89 holdings, and fully liquidating 14 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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