Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001121330

LOGAN CAPITAL MANAGEMENT INC

Newtown Square, PA · File #028-05837

Latest AUM
$2.38B
Positions
434
Top-10 Concentration
43.9%
Filings
12

Sector Allocation

Technology
25.6%$609.4M
Industrials
10.0%$237.6M
Healthcare
7.1%$169.2M
Financials
6.2%$146.4M
Materials
1.5%$36.4M
Energy
1.4%$34.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL274,974$74.8M5.70%
2BROADCOM INCAVGO214,784$74.3M5.66%
3APPLE INCAAPL259,471$70.5M5.37%
4ADVISORS SER TR00770X246984,705$61.8M4.71%
5KLA CORPKLAC48,175$58.5M4.46%
6AMPHENOL CORP NEW032095101414,896$56.1M4.27%
7MICROSOFT CORPMSFT100,184$48.5M3.69%
8APPLOVIN CORPAPP69,128$46.6M3.55%
9MASTERCARD INCORPORATEDMA75,717$43.2M3.29%
10AMAZON COM INCAMZN183,678$42.4M3.23%
11META PLATFORMS INCMETA62,033$40.9M3.12%
12NETFLIX INCNFLX415,541$39.0M2.97%
13ALPHABET INCGOOG122,309$38.4M2.92%
14ALPHABET INCGOOG121,222$37.9M2.89%
15AMAZON COM INCAMZN144,896$33.4M2.55%
16MICROSOFT CORPMSFT65,114$31.5M2.40%
17BROADCOM INCAVGO72,293$25.0M1.91%
18ELI LILLY & COLLY22,254$23.9M1.82%
19DICKS SPORTING GOODS INC253393102120,763$23.9M1.82%
20FLEX LTDFLEX392,118$23.7M1.80%