Logan Capital Management Inc 13F 持仓 · 2026年Q2
Logan Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 439 只证券，申报市值合计 26.88 亿美元。前几大持仓：AAPL（5.36%）、KLAC（4.12%）、AVGO（3.74%）。本季前 25 大持仓中：增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $144.0M | 5.36% | 497,666 | 减持 |
| 2 | KLAC | KLA CORP | $110.7M | 4.12% | 367,009 | 增持 |
| 3 | AVGO | BROADCOM INC | $100.6M | 3.74% | 266,325 | 减持 |
| 4 | APH | AMPHENOL CORP | $91.1M | 3.39% | 516,428 | 增持 |
| 5 | LCLG | ADVISORS SER TR | $79.3M | 2.95% | 1.0M | 减持 |
| 6 | AMZN | AMAZON COM INC | $77.8M | 2.89% | 326,431 | 减持 |
| 7 | MU | MICRON TECHNOLOGY INC | $74.1M | 2.76% | 64,201 | 减持 |
| 8 | FLEX | FLEX LTD | $70.9M | 2.64% | 437,606 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $59.2M | 2.20% | 158,796 | 减持 |
| 10 | GOOGL | ALPHABET INC | $46.0M | 1.71% | 128,684 | 减持 |
| 11 | MA | MASTERCARD INCORPORATED | $45.6M | 1.70% | 88,750 | 减持 |
| 12 | META | META PLATFORMS INC | $43.8M | 1.63% | 77,730 | 减持 |
| 13 | GOOG | ALPHABET INC | $43.5M | 1.62% | 122,980 | 减持 |
| 14 | APP | APPLOVIN CORP | $42.4M | 1.58% | 82,390 | 减持 |
| 15 | WSM | WILLIAMS SONOMA INC | $38.7M | 1.44% | 166,130 | 减持 |
| 16 | URI | UNITED RENTALS INC | $37.6M | 1.40% | 33,178 | 减持 |
| 17 | STRL | STERLING INFRASTRUCTURE INC | $36.9M | 1.37% | 43,996 | 减持 |
| 18 | LLY | ELI LILLY & CO | $33.3M | 1.24% | 27,791 | 减持 |
| 19 | NFLX | NETFLIX INC. | $33.2M | 1.24% | 465,359 | 减持 |
| 20 | FAST | FASTENAL CO | $33.2M | 1.23% | 690,321 | 减持 |
| 21 | DKS | DICKS SPORTING GOODS INC | $32.9M | 1.22% | 145,082 | 减持 |
| 22 | ANET | ARISTA NETWORKS INC | $28.6M | 1.06% | 168,087 | 减持 |
| 23 | SHW | SHERWIN WILLIAMS CO | $23.9M | 0.89% | 69,503 | 减持 |
| 24 | CTAS | CINTAS CORP | $23.0M | 0.86% | 135,147 | 减持 |
| 25 | CAT | CATERPILLAR INC | $23.0M | 0.85% | 21,573 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR