LOGAN CAPITAL MANAGEMENT INC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$2.4T
Holdings
275
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 534,445 | $144.0B | 6.06% | |
| 2 | AVGOBROADCOM INC | 287,077 | $99.0B | 4.17% | |
| 3 | MSFTMICROSOFT CORP | 165,298 | $79.0B | 3.32% | |
| 4 | AMZNAMAZON COM INC | 328,574 | $75.0B | 3.16% | |
| 5 | APHAMPHENOL CORP NEW | 502,364 | $67.0B | 2.82% | |
| 6 | KLACKLA CORP | 54,069 | $65.0B | 2.74% | |
| 7 | LCLGADVISORS SER TR | 1,043,067 | $64.0B | 2.69% | |
| 8 | APPAPPLOVIN CORP | 82,358 | $54.0B | 2.27% | |
| 9 | METAMETA PLATFORMS INC | 77,258 | $50.0B | 2.10% | |
| 10 | MAMASTERCARD INCORPORATED | 89,706 | $50.0B | 2.10% | |
| 11 | NFLXNETFLIX INC | 466,501 | $42.0B | 1.77% | |
| 12 | GOOGALPHABET INC | 131,519 | $40.0B | 1.68% | |
| 13 | GOOGLALPHABET INC | 129,770 | $39.0B | 1.64% | |
| 14 | WSMWILLIAMS SONOMA INC | 164,540 | $29.0B | 1.22% | |
| 15 | LLYELI LILLY & CO | 27,808 | $28.0B | 1.18% | |
| 16 | DKSDICKS SPORTING GOODS INC | 145,866 | $27.0B | 1.14% | |
| 17 | URIUNITED RENTALS INC | 35,677 | $27.0B | 1.14% | |
| 18 | FLEXFLEX LTD | 444,176 | $26.0B | 1.09% | |
| 19 | SHWSHERWIN WILLIAMS CO | 76,527 | $24.0B | 1.01% | |
| 20 | CITCINTAS CORP | 133,515 | $24.0B | 1.01% | |
| 21 | MTDMETTLER TOLEDO INTERNATIONAL | 16,075 | $22.0B | 0.93% | |
| 22 | JPMJPMORGAN CHASE & CO. | 70,963 | $22.0B | 0.93% | |
| 23 | ANETARISTA NETWORKS INC | 170,349 | $21.0B | 0.88% | |
| 24 | FASTFASTENAL CO | 520,459 | $20.0B | 0.84% | |
| 25 | MUMICRON TECHNOLOGY INC | 68,559 | $19.0B | 0.80% | |
| 26 | CVXCHEVRON CORP NEW | 135,575 | $19.0B | 0.80% | |
| 27 | IBMINTERNATIONAL BUSINESS MACHS | 63,751 | $18.0B | 0.76% | |
| 28 | SHELSHELL PLC | 238,311 | $17.0B | 0.72% | |
| 29 | ABBVABBVIE INC | 79,419 | $17.0B | 0.72% | |
| 30 | NVDANVIDIA CORPORATION | 92,123 | $16.0B | 0.67% | |
| 31 | BURLBURLINGTON STORES INC | 58,953 | $16.0B | 0.67% | |
| 32 | LECOLINCOLN ELEC HLDGS INC | 67,258 | $15.0B | 0.63% | |
| 33 | LADLITHIA MTRS INC | 50,268 | $15.0B | 0.63% | |
| 34 | HDHOME DEPOT INC | 45,686 | $15.0B | 0.63% | |
| 35 | MRKMERCK & CO INC | 155,114 | $15.0B | 0.63% | |
| 36 | UIUBIQUITI INC | 28,943 | $15.0B | 0.63% | |
| 37 | JNJJOHNSON & JOHNSON | 76,628 | $15.0B | 0.63% | |
| 38 | ODFLOLD DOMINION FREIGHT LINE IN | 90,509 | $14.0B | 0.59% | |
| 39 | ACNACCENTURE PLC IRELAND | 54,119 | $14.0B | 0.59% | |
| 40 | EAELECTRONIC ARTS INC | 69,115 | $13.0B | 0.55% | |
| 41 | AG8AGILENT TECHNOLOGIES INC | 102,370 | $13.0B | 0.55% | |
| 42 | PGPROCTER AND GAMBLE CO | 95,319 | $13.0B | 0.55% | |
| 43 | WATWATERS CORP | 37,790 | $13.0B | 0.55% | |
| 44 | STRLSTERLING INFRASTRUCTURE INC | 41,849 | $12.0B | 0.51% | |
| 45 | CSCOCISCO SYS INC | 165,878 | $12.0B | 0.51% | |
| 46 | HUBBHUBBELL INC | 29,484 | $12.0B | 0.51% | |
| 47 | PEPPEPSICO INC | 95,170 | $12.0B | 0.51% | |
| 48 | LPLALPL FINL HLDGS INC | 35,656 | $12.0B | 0.51% | |
| 49 | SBUXSTARBUCKS CORP | 155,843 | $12.0B | 0.51% | |
| 50 | CATCATERPILLAR INC | 21,573 | $11.0B | 0.46% | |
| 51 | CPRTCOPART INC | 319,304 | $11.0B | 0.46% | |
| 52 | TXRHTEXAS ROADHOUSE INC | 72,253 | $11.0B | 0.46% | |
| 53 | CLSCELESTICA INC | 38,623 | $10.0B | 0.42% | |
| 54 | ORCLORACLE CORP | 55,358 | $10.0B | 0.42% | |
| 55 | MARMARRIOTT INTL INC NEW | 35,059 | $10.0B | 0.42% | |
| 56 | MNSTMONSTER BEVERAGE CORP NEW | 142,786 | $10.0B | 0.42% | |
| 57 | DECKDECKERS OUTDOOR CORP | 107,271 | $10.0B | 0.42% | |
| 58 | GEGE AEROSPACE | 34,155 | $10.0B | 0.42% | |
| 59 | VRSKVERISK ANALYTICS INC | 52,476 | $10.0B | 0.42% | |
| 60 | COINCOINBASE GLOBAL INC | 48,022 | $10.0B | 0.42% | |
| 61 | NDSNNORDSON CORP | 45,795 | $10.0B | 0.42% | |
| 62 | BKNGBOOKING HOLDINGS INC | 2,004 | $10.0B | 0.42% | |
| 63 | ETNEATON CORP PLC | 32,579 | $10.0B | 0.42% | |
| 64 | TAT&T INC | 435,218 | $10.0B | 0.42% | |
| 65 | TRMBTRIMBLE INC | 123,372 | $9.0B | 0.38% | |
| 66 | OMFONEMAIN HLDGS INC | 151,837 | $9.0B | 0.38% | |
| 67 | WFCWELLS FARGO CO NEW | 103,899 | $9.0B | 0.38% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 237,176 | $9.0B | 0.38% | |
| 69 | DEDEERE & CO | 20,775 | $9.0B | 0.38% | |
| 70 | MDLZMONDELEZ INTL INC | 182,143 | $9.0B | 0.38% | |
| 71 | HSYHERSHEY CO | 52,300 | $9.0B | 0.38% | |
| 72 | TTDTHE TRADE DESK INC | 251,027 | $9.0B | 0.38% | |
| 73 | PFEPFIZER INC | 405,555 | $9.0B | 0.38% | |
| 74 | VVISA INC | 27,614 | $9.0B | 0.38% | |
| 75 | RYROYAL BK CDA | 47,353 | $8.0B | 0.34% | |
| 76 | BMTABRITISH AMERN TOB PLC | 143,005 | $8.0B | 0.34% | |
| 77 | NVSNNOVARTIS AG | 58,363 | $8.0B | 0.34% | |
| 78 | WMTWALMART INC | 76,737 | $8.0B | 0.34% | |
| 79 | COPCONOCOPHILLIPS | 89,264 | $7.0B | 0.29% | |
| 80 | MCDMCDONALDS CORP | 28,147 | $7.0B | 0.29% | |
| 81 | SNYSANOFI SA | 147,363 | $7.0B | 0.29% | |
| 82 | TJXTJX COS INC NEW | 52,824 | $7.0B | 0.29% | |
| 83 | CMICUMMINS INC | 16,259 | $7.0B | 0.29% | |
| 84 | BPBP PLC | 234,846 | $7.0B | 0.29% | |
| 85 | TFCTRUIST FINL CORP | 177,473 | $7.0B | 0.29% | |
| 86 | USBUS BANCORP DEL | 145,992 | $7.0B | 0.29% | |
| 87 | PRIPRIMERICA INC | 31,885 | $7.0B | 0.29% | |
| 88 | VBVANGUARD INDEX FDS | 29,176 | $7.0B | 0.29% | |
| 89 | SPGIS&P GLOBAL INC | 16,066 | $7.0B | 0.29% | |
| 90 | INGING GROEP N.V. | 276,801 | $7.0B | 0.29% | |
| 91 | AMGNAMGEN INC | 21,887 | $6.0B | 0.25% | |
| 92 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 26,559 | $6.0B | 0.25% | |
| 93 | LYGLLOYDS BANKING GROUP PLC | 1,258,776 | $6.0B | 0.25% | |
| 94 | LOGILOGITECH INTL S A | 78,238 | $6.0B | 0.25% | |
| 95 | DWDMORGAN STANLEY | 33,993 | $6.0B | 0.25% | |
| 96 | KKRKKR & CO INC | 61,057 | $6.0B | 0.25% | |
| 97 | UPSUNITED PARCEL SERVICE INC | 68,455 | $6.0B | 0.25% | |
| 98 | ZTSZOETIS INC | 50,175 | $6.0B | 0.25% | |
| 99 | GSKGSK PLC | 114,917 | $5.0B | 0.21% | |
| 100 | SHOPSHOPIFY INC | 32,782 | $5.0B | 0.21% |
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