Logan Capital Management Inc Portfolio Holdings
Logan Capital Management Inc
- $2.1 Billion
- Q1 2025
Logan Capital Management Inc has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.1 Billion distributed in 733 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $132M, Microsoft Corp with a value of $68.7M, Broadcom Inc. with a value of $68.4M, Amazon Com Inc with a value of $67.4M, and Mastercard Inc with a value of $53.2M.
Examining the 13F form we can see an decrease of $181M in the current position value, from $2.28B to 2.1B.
Logan Capital Management Inc is based out at Newtown Square, PA
Below you can find more details about Logan Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.1 Billion
Technology: $586 Million
Consumer Cyclical: $310 Million
Industrials: $253 Million
Financial Services: $237 Million
Healthcare: $227 Million
Communication Services: $192 Million
Consumer Defensive: $127 Million
Energy: $83.8 Million
Other: $82.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 733
- Current Value $2.1 Billion
- Prior Value $2.28 Billion
- Filing
- Period Q1 2025
- Filing Date May 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 47 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks