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Asset Manager ← All Institutions

LOGAN CAPITAL MANAGEMENT INC

3817 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073 • 2155691100

Q1 2026 · Filed 2026-02-12
Market Value
$0
-100.0%
Holdings
272
-212
New Purchases
0
Added To
0
Closed
272
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 53 $0 0%
Large Cap 175 $0 0%
Mid Cap 31 $0 0%
Small Cap 10 $0 0%
Micro Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$222.3B
Median Market Cap
$64.8B
Avg P/E
30.8
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
260
# ETFs / Funds
12

Top Holdings (272 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HMC —% -$5M -174,454 -100.0% SOLD
2 T —% -$11M -435,218 -100.0% SOLD
3 BDX —% -$280K -1,444 -100.0% SOLD
4 UAMY —% -$603K -120,200 -100.0% SOLD
5 ACN —% -$15M -54,119 -100.0% SOLD
6 GLW —% -$2M -19,146 -100.0% SOLD
7 CB —% -$4M -12,562 -100.0% SOLD
8 DIS —% -$5M -44,880 -100.0% SOLD
9 CVX —% -$21M -135,575 -100.0% SOLD
10 RH —% -$6M -32,716 -100.0% SOLD
11 DY —% -$2M -7,200 -100.0% SOLD
12 DECK —% -$11M -107,271 -100.0% SOLD
13 SPB —% -$258K -4,371 -100.0% SOLD
14 HUBB —% -$13M -29,484 -100.0% SOLD
15 CVS —% -$1M -13,471 -100.0% SOLD
16 NOW —% -$1M -8,179 -100.0% SOLD
17 UI —% -$16M -28,943 -100.0% SOLD
18 BMY —% -$2M -33,256 -100.0% SOLD
19 XOM —% -$3M -27,196 -100.0% SOLD
20 NEE —% -$5M -61,060 -100.0% SOLD
21 AMT —% -$351K -2,000 -100.0% SOLD
22 PSX —% -$2M -13,715 -100.0% SOLD
23 ZTS —% -$6M -50,175 -100.0% SOLD
24 NTR —% -$1M -18,578 -100.0% SOLD
25 IQV —% -$4M -16,591 -100.0% SOLD
26 FDS —% -$782K -2,694 -100.0% SOLD
27 APD —% -$1M -5,007 -100.0% SOLD
28 ZBH —% -$2M -18,500 -100.0% SOLD
29 AON —% -$1M -4,078 -100.0% SOLD
30 BURL —% -$17M -58,953 -100.0% SOLD
31 TREX —% -$495K -14,122 -100.0% SOLD
32 NSP —% -$3M -65,717 -100.0% SOLD
33 BOOT —% -$318K -1,800 -100.0% SOLD
34 ANET —% -$22M -170,349 -100.0% SOLD
35 BFH —% -$592K -8,000 -100.0% SOLD
36 GE —% -$11M -34,155 -100.0% SOLD
37 MS —% -$6M -33,993 -100.0% SOLD
38 ABT —% -$6M -45,863 -100.0% SOLD
39 YETI —% -$4M -81,739 -100.0% SOLD
40 BRO —% -$1M -13,621 -100.0% SOLD
41 HD —% -$16M -45,686 -100.0% SOLD
42 WSM —% -$29M -164,540 -100.0% SOLD
43 AXP —% -$587K -1,586 -100.0% SOLD
44 OMF —% -$10M -151,837 -100.0% SOLD
45 RJF —% -$5M -29,332 -100.0% SOLD
46 ABBV —% -$18M -79,419 -100.0% SOLD
47 GLOB —% -$200K -3,062 -100.0% SOLD
48 WEX —% -$1M -8,103 -100.0% SOLD
49 CL —% -$3M -36,069 -100.0% SOLD
50 FNB —% -$1M -69,500 -100.0% SOLD
51 NKE —% -$800K -12,553 -100.0% SOLD
52 HSY —% -$10M -52,300 -100.0% SOLD
53 SPG —% -$236K -1,275 -100.0% SOLD
54 A —% -$14M -102,370 -100.0% SOLD
55 BTI —% -$8M -143,005 -100.0% SOLD
56 MO —% -$1M -23,424 -100.0% SOLD
57 KEY —% -$619K -30,000 -100.0% SOLD
58 GSK —% -$6M -114,917 -100.0% SOLD
59 SN —% -$2M -18,924 -100.0% SOLD
60 FLS —% -$1M -19,920 -100.0% SOLD
61 KO —% -$3M -45,984 -100.0% SOLD
62 VZ —% -$10M -237,176 -100.0% SOLD
63 WM —% -$918K -4,177 -100.0% SOLD
64 DKS —% -$29M -145,866 -100.0% SOLD
65 SHEL —% -$18M -238,311 -100.0% SOLD
66 UPS —% -$7M -68,455 -100.0% SOLD
67 MSCI —% -$5M -8,142 -100.0% SOLD
68 MSI —% -$3M -7,525 -100.0% SOLD
69 SPGI —% -$8M -16,066 -100.0% SOLD
70 TEL —% -$1M -6,475 -100.0% SOLD
71 STT —% -$775K -6,006 -100.0% SOLD
72 GM —% -$1M -13,371 -100.0% SOLD
73 PFE —% -$10M -405,555 -100.0% SOLD
74 IBM —% -$19M -63,751 -100.0% SOLD
75 TRU —% -$575K -6,709 -100.0% SOLD
76 DOW —% -$770K -32,913 -100.0% SOLD
77 MET —% -$2M -23,966 -100.0% SOLD
78 INFY —% -$2M -98,192 -100.0% SOLD
79 GEV —% -$2M -2,911 -100.0% SOLD
80 SHW —% -$25M -76,527 -100.0% SOLD
81 KMX —% -$654K -16,915 -100.0% SOLD
82 DE —% -$10M -20,775 -100.0% SOLD
83 DD —% -$1M -32,934 -100.0% SOLD
84 PM —% -$6M -35,541 -100.0% SOLD
85 LMT —% -$5M -9,555 -100.0% SOLD
86 TJX —% -$8M -52,824 -100.0% SOLD
87 SYK —% -$1M -3,006 -100.0% SOLD
88 BLK —% -$1M -1,326 -100.0% SOLD
89 KEX —% -$455K -4,131 -100.0% SOLD
90 CAT —% -$12M -21,573 -100.0% SOLD
91 BWA —% -$815K -18,076 -100.0% SOLD
92 EQNR —% -$6M -251,463 -100.0% SOLD
93 EAT —% -$550K -3,833 -100.0% SOLD
94 GPK —% -$4M -271,698 -100.0% SOLD
95 BX —% -$671K -4,352 -100.0% SOLD
96 JPM —% -$23M -70,963 -100.0% SOLD
97 CNI —% -$4M -39,635 -100.0% SOLD
98 ITW —% -$1M -4,285 -100.0% SOLD
99 BAC —% -$354K -6,443 -100.0% SOLD
100 G —% -$1M -22,184 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 269 Puts $2.3B Put Value

Top Puts

SymbolSharesValueStatus
AAPL 518,682 $132M NEW
AVGO 284,808 $88M NEW
AMZN 327,286 $68M NEW
APH 510,538 $65M NEW
LCLG 1,085,914 $64M NEW
KLAC 42,169 $62M NEW
MSFT 162,280 $60M NEW
NFLX 468,009 $45M NEW
MA 89,352 $45M NEW
META 77,873 $45M NEW

Sold Out Positions

SymbolValue% Port
ABT —%
T —%
BDX —%
UAMY —%
ACN —%
GLW —%
CB —%
DIS —%
CVX —%
RH —%
DY —%
DECK —%
YETI —%
HMC —%
CVS —%
View SEC EDGAR Filings for LOGAN CAPITAL MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms