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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 5 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OMF PUT ONEMAIN HLDGS INC Financial Services 151,718.0 $8.1M 0.35% NEW $53.49 +0.6%
82 WMT PUT WALMART INC Consumer Defensive 65,289.0 $8.1M 0.35% NEW $124.28 -4.6%
83 LOGI PUT LOGITECH INTL S A Technology 88,184.0 $8.0M 0.35% NEW $91.12 +22.2%
84 PRI PUT PRIMERICA INC Financial Services 31,974.0 $8.0M 0.35% NEW $250.48 +11.3%
85 ING PUT ING GROEP N.V. Financial Services 306,285.0 $8.0M 0.35% NEW $26.05 +20.2%
86 SNY PUT SANOFI SA Healthcare 163,620.0 $7.9M 0.34% NEW $48.18 -8.3%
87 ORCL PUT ORACLE CORP Technology 53,451.0 $7.9M 0.34% NEW $147.11 +31.1%
88 UPS PUT UNITED PARCEL SVCS INC Industrials 78,821.0 $7.8M 0.34% NEW $98.38 +3.7%
89 TRMB PUT TRIMBLE INC Technology 116,899.0 $7.6M 0.33% NEW $65.23 -13.6%
90 VB PUT VANGUARD INDEX FDS 29,057.0 $7.6M 0.33% NEW $261.92 +11.8%
91 USB PUT US BANCORP Financial Services 135,830.0 $7.1M 0.31% NEW $52.01 +6.2%
92 V PUT VISA INC Financial Services 23,115.0 $7.0M 0.30% NEW $302.24 +8.1%
93 GSK PUT GSK PLC Healthcare 125,740.0 $6.9M 0.30% NEW $55.19 -6.7%
94 AXP PUT AMERICAN EXPRESS CO Financial Services 22,043.0 $6.7M 0.29% NEW $302.48 +2.7%
95 SPGI PUT S&P GLOBAL INC Financial Services 15,571.0 $6.6M 0.29% NEW $425.35 -3.0%
96 ASML PUT ASML HLDG NV Technology 4,933.0 $6.5M 0.28% NEW $1320.83 +23.5%
97 PUT UNILEVER PLC 111,861.0 $6.4M 0.28% NEW $56.97
98 RY PUT ROYAL BK CDA Financial Services 39,219.0 $6.3M 0.28% NEW $161.78 +17.4%
99 AMGN PUT AMGEN INC Healthcare 17,477.0 $6.1M 0.27% NEW $351.84 -4.5%
100 LYG PUT LLOYDS BANKING GROUP PLC Financial Services 1,212,342.0 $6.1M 0.27% NEW $5.03 +9.4%
Page 5 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.