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LOGAN CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LOGAN CAPITAL MANAGEMENT INC

报告期 2026-03-31 · CIK 0001121330

持仓数

273

前50大市值合计

$1.49B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM · 认沽

$131.6M

518,682

8.9%

AVGO BROADCOM INC

COM · 认沽

$88.2M

284,808

5.9%

AMZN AMAZON COM INC

COM · 认沽

$68.2M

327,286

4.6%

APH AMPHENOL CORP

CL A · 认沽

$64.5M

510,538

4.3%

LCLG ADVISORS SER TR

LOGAN CAP BRD IN · 认沽

$64.1M

1,085,914

4.3%

KLAC KLA CORP

COM NEW · 认沽

$62.1M

42,169

4.2%

MSFT MICROSOFT CORP

COM · 认沽

$60.1M

162,280

4.0%

NFLX NETFLIX INC.

COM · 认沽

$45.0M

468,009

3.0%

MA MASTERCARD INCORPORATED

CL A · 认沽

$44.6M

89,352

3.0%

META META PLATFORMS INC

CL A · 认沽

$44.6M

77,873

3.0%

GOOG ALPHABET INC

CAP STK CL C · 认沽

$37.7M

131,588

2.5%

GOOGL ALPHABET INC

CAP STK CL A · 认沽

$37.3M

129,644

2.5%

APP APPLOVIN CORP

COM CL A · 认沽

$32.9M

82,630

2.2%

FAST FASTENAL CO

COM · 认沽

$32.1M

692,045

2.2%

WSM WILLIAMS SONOMA INC

COM · 认沽

$30.5M

167,401

2.1%

— FLEXTRONICS INTL LTD

ORD · 认沽

$30.4M

464,727

2.0%

DKS DICKS SPORTING GOODS INC

COM · 认沽

$28.9M

145,665

1.9%

LLY ELI LILLY & CO

COM · 认沽

$25.6M

27,877

1.7%

CVX CHEVRON CORPORATION

COM · 认沽

$25.6M

123,783

1.7%

MU MICRON TECHNOLOGY INC

COM · 认沽

$24.9M

73,560

1.7%

URI UNITED RENTALS INC

COM · 认沽

$24.2M

33,264

1.6%

CTAS CINTAS CORP

COM · 认沽

$22.9M

135,395

1.5%

SHW SHERWIN WILLIAMS CO

COM · 认沽

$22.4M

69,724

1.5%

SHEL SHELL PLC

SPON ADS · 认沽

$21.7M

233,601

1.5%

MTD METTLER TOLEDO INTERNATIONAL

COM · 认沽

$21.0M

16,676

1.4%

UI UBIQUITI INC

COM · 认沽

$20.8M

26,265

1.4%

JPM JPMORGAN CHASE & CO

COM · 认沽

$20.7M

70,512

1.4%

ANET ARISTA NETWORKS INC

COM SHS · 认沽

$20.7M

168,547

1.4%

BURL BURLINGTON STORES INC

COM · 认沽

$20.6M

63,183

1.4%

MRK MERCK & CO INC

COM · 认沽

$18.7M

155,227

1.3%

STRL STERLING INFRASTRUCTURE INC

COM · 认沽

$18.0M

44,172

1.2%

ODFL OLD DOMINION FREIGHT LINE IN

COM · 认沽

$17.9M

91,807

1.2%

LECO LINCOLN ELEC HLDGS INC

COM · 认沽

$17.2M

68,978

1.2%

ABBV ABBVIE INC

COM · 认沽

$17.1M

78,596

1.1%

NVDA NVIDIA CORPORATION

COM · 认沽

$15.9M

91,288

1.1%

JNJ JOHNSON & JOHNSON

COM · 认沽

$15.5M

63,411

1.0%

IBM INTERNATIONAL BUSINESS MACHS

COM · 认沽

$15.3M

63,189

1.0%

CAT CATERPILLAR INC

COM · 认沽

$15.3M

21,573

1.0%

PEP PEPSICO INC

COM · 认沽

$15.0M

96,490

1.0%

HD HOME DEPOT INC

COM · 认沽

$14.7M

44,833

1.0%

HUBB HUBBELL INC

COM · 认沽

$14.5M

29,473

1.0%

T AT&T INC

COM · 认沽

$14.2M

489,425

1.0%

SBUX STARBUCKS CORP

COM · 认沽

$13.9M

155,700

0.9%

PG PROCTER & GAMBLE CO

COM · 认沽

$13.7M

95,032

0.9%

TXRH TEXAS ROADHOUSE INC

COM · 认沽

$13.3M

80,491

0.9%

LAD LITHIA MTRS INC

COM · 认沽

$13.1M

52,304

0.9%

MAR MARRIOTT INTL INC NEW

CL A · 认沽

$12.9M

39,508

0.9%

PFE PFIZER INC

COM · 认沽

$12.6M

450,453

0.9%

VZ VERIZON COMMUNICATIONS INC

COM · 认沽

$12.5M

248,217

0.8%

NDSN NORDSON CORP

COM · 认沽

$12.2M

45,714

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

AAPL8.9%AVGO5.9%AMZN4.6%APH4.3%LCLG4.3%KLAC4.2%