Logan Capital Management Q2 2026: Major KLA Corp Buys & Strategic Sells

Logan Capital Management Inc's portfolio saw notable changes during Q2 2026. The firm managed a total value of $2.58 billion (approximately £1.94 billion) as of June 30th.

Prominent Purchases

Logan Capital Management demonstrated strong buying activity, particularly favoring Technology stocks:

• The firm significantly increased its stake in KLA Corporation (KLAC), raising the position by 578.78% and boosting it to a portfolio allocation of 4.12%. This substantial increase suggests strong confidence in KLA Corp's prospects.
• Investment in Apple Inc (AAPL) grew by -6.88% (though the absolute value remained high at $144 million, representing 5.36% of the portfolio). This slight reduction occurred alongside a significant increase in shares held previously.
• The position in Trimble Inc (TRMB) also saw substantial growth, increasing by 66.27% to reach a portfolio allocation of 0.39%. This indicates renewed interest from the investment firm.
• Logan Capital Management added shares in Sanofi SA (SNY), increasing its stake by 75.51% to a portfolio weighting of 0.41%. This significant buy signals optimism about the Healthcare sector player.
• Other notable additions include Flex Ltd (FLEX), which saw an increase in its position by -1.48% to 2.64%, and a smaller but still positive change for Graphic Packaging Holding Co (GPK) (-73.67%), though the latter was already present.
• The investment firm also boosted its position in Honda Motor Co Ltd (HMC), increasing by 60.14% to a portfolio allocation of 0.28%. This highlights interest in the Consumer Cyclical sector.
• Furthermore, ING GROEP N.V (ING), an investment in Financial Services, grew by 25.67% to reach a portfolio weighting of 0.41%. This suggests continued confidence in the sector.
• Logan Capital Management also purchased shares in C H Robinson Worldwide Inc (CHRW), adding to its position which now stands at 0.41% allocation, indicating interest in logistics and Industrials.

Significant Sales & Exits

In contrast to the buying activity, Logan Capital Management also reported substantial selling:

• The firm sold off a considerable portion of its Graphic Packaging Holding Co (GPK) stake. The position decreased by -73.67% from the previous period, effectively exiting this small holding.
• Sales were also noted in Electronic Arts Inc (EA), reducing its position allocation to 0.12%. This represents a significant sell, potentially due to strategic reasons.
• Shares of Regions Financial Corp New (RF) were sold back down by -56.67%, reducing the position significantly from its prior period allocation.
• The investment firm also decreased its stake in Apple Inc (AAPL), though this was a relatively small reduction (-0.65%) compared to the overall portfolio value, leaving it at $144 million.
• Additionally, AT&T Inc (T) saw its position reduced by -3.93% allocation-wise, though there was a net increase in shares held during the period.

The overall portfolio value remained substantial at $2.58 billion as of June 30th, 2026. The investment strategy appears focused on Technology and Industrials sectors for growth opportunities, while also maintaining a presence across other industries including Healthcare, Consumer Cyclical, Financial Services, and Communication Services.

Logan Capital Management's Q2 activity shows a clear pattern of favoring large Technology companies like KLA Corp (KLAC) and Broadcom Inc (AVGO), alongside selective investments in smaller caps or specific sectors. The firm also strategically exited positions that were likely part of its portfolio previously, such as GPK.

For more detailed information on Logan Capital Management's holdings changes during Q2 2026, please refer to the official filing available at this link.