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Portfolio (Quarterly) Guide ↗

LOGAN CAPITAL MANAGEMENT INC

· CIK 0001121330
13F Portfolio $2.3B AUM 426 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 273 New 275 Exited
Page 13 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KEX PUT KIRBY CORP Industrials 4,121.0 $548K 0.02% NEW $132.88 +8.6%
242 MMM PUT 3M CO Industrials 3,656.0 $531K 0.02% NEW $145.23 +6.1%
243 ST PUT SENSATA TECHNOLOGIES HLDG PL Technology 14,970.0 $527K 0.02% NEW $35.22 +43.1%
244 NUE PUT NUCOR CORP Basic Materials 3,000.0 $507K 0.02% NEW $169.10 +42.1%
245 MTCH PUT MATCH GROUP INC NEW Communication Services 15,844.0 $487K 0.02% NEW $30.71 +17.1%
246 JAZZ PUT JAZZ PHARMACEUTICALS PLC Healthcare 2,568.0 $485K 0.02% NEW $189.05 +25.6%
247 BX PUT BLACKSTONE INC Financial Services 4,125.0 $474K 0.02% NEW $114.99 +2.7%
248 TRU PUT TRANSUNION Industrials 6,709.0 $464K 0.02% NEW $69.19 +2.0%
249 QCOM PUT QUALCOMM INC Technology 3,499.0 $451K 0.02% NEW $128.77 +93.2%
250 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 10,359.0 $438K 0.02% NEW $42.26 -0.3%
251 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 4,725.0 $436K 0.02% NEW $92.31 -2.6%
252 PPG PUT PPG INDS INC Basic Materials 4,039.0 $432K 0.02% NEW $106.89 +2.5%
253 GSHD PUT GOOSEHEAD INS INC Financial Services 10,000.0 $427K 0.02% NEW $42.66 -6.2%
254 VRT PUT VERTIV HOLDINGS CO Industrials 1,653.0 $414K 0.02% NEW $250.58 +29.3%
255 VXUS PUT VANGUARD STAR FDS 5,014.0 $387K 0.02% NEW $77.11 +11.7%
256 WCN PUT WASTE CONNECTIONS INC Industrials 2,287.0 $372K 0.02% NEW $162.44 -5.4%
257 AMT PUT AMERICAN TOWER CORP Real Estate 2,000.0 $345K 0.01% NEW $172.58 +7.2%
258 TROW PUT PRICE T ROWE GROUP INC Financial Services 3,723.0 $336K 0.01% NEW $90.14 +15.2%
259 TRMK PUT TRUSTMARK CORP Financial Services 7,736.0 $326K 0.01% NEW $42.14 +6.3%
260 SPB PUT SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,364.0 $322K 0.01% NEW $73.70 +6.8%
Page 13 of 14  ·  273 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.