Logan Capital Management Inc.
Logan Capital Management Inc is an investment adviser headquartered in Newtown Square, Pennsylvania. Founded in 1993, the firm manages assets for individuals, high-net-worth clients, institutions, pension plans, insurance companies, charitable organizations, and government entities. As of April 2025, Logan Capital has approximately 34 employees and $2.7 billion in assets under management, providing a diverse set of equity strategies primarily serving private and institutional investors.
Investment Strategy
Logan Capital Management Inc focuses on discretionary investment management using actively-managed equity strategies aimed at long-term growth and risk-adjusted returns. Their investment approach emphasizes fundamental stock selection with diversified portfolios across various sectors such as technology, consumer discretionary, and financials. The firm seeks consistent performance through detailed research, favoring high-quality companies with solid earnings growth and durable business models. Logan Capital is known for concentrated, conviction-driven portfolios while maintaining prudent risk controls for both individual and institutional clients.
Latest 13F Filing Activity
Logan Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 484 equity positions with a total 13F market value of $2B. The fund increased holdings in Broadcom Inc., Microsoft Corp., Amphenol Corp. New among other positions. Logan Capital Management Inc. reduced exposure to Apple Inc., Chevron Corp. New, Fiserv Inc. among others.
Top Holdings
Equity Positions (484)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.01% | $107.7M | 524,718 | $66.92 | $205.17 | -$24.4M |
A AVGO | BROADCOM INC | 4.59% | $98.6M | 357,682 | $26.15 | $275.65 | +$30.2M |
M MSFT | MICROSOFT CORP | 3.98% | $85.5M | 171,858 | $197.87 | $497.41 | +$16.8M |
A AMZN | AMAZON COM INC | 3.23% | $69.5M | 316,958 | $61.08 | $219.39 | +$2.1M |
N NFLX | NETFLIX INC | 2.87% | $61.7M | 46,046 | $82.00 | $1339.13 | +$14.1M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | PA , United States | |
B Bill Fitzpatrick | Managing Director and Portfolio Manager | Chicago, IL , United States | |
C Christopher O'Keefe | Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies | West Chester, PA , United States | |
 | Fixed Income Analyst | Newtown Square, PA , United States | |
J Jennifer Rosen | Managing Director | Philadelphia, PA , United States | |
M Marvin Kline | Managing director | Narberth, PA , United States | |
P Peter Cooke | Managing Director | PA , United States | |
R Rich Buchwald | MD | Philadelphia, PA , United States | |
S Stephen Lee | Principal | Philadelphia, PA , United States | |
 | Managing Director and Portfolio Manager | Chicago, IL , United States |