LS

Logan Stone Capital, LLC

13F
Logan Stone Capital, LLC
Last update 2025-05-15 71 Stocks (7 new)
Value $215.00 Mil Turnover 28 %
Countries:
Top Holdings: USHY(16.88%)IBIT(11.84%)NWSA(7.04%)JNK(7.03%)SRLN(5.69%)
Summary Stock Picks Current Portfolio
Logan Stone Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
983,933
36,218.6
New Holding
16.880
+16.88%
0.170
+4.79%
+4.95%
24,357.1
 
IBIT
ISHARES BITCOIN TR
542,904
25,413.3
-47.56%
11.840
-8.75%
0.050
+38.17%
+25.69%
82,895.1
 
NWSA
News Corp
554,640
15,097.3
-25.26%
7.040
-1.73%
0.100
+15.47%
+8.83%
17,744.0
Media - Diversified
JNK
SPDR Bloomberg High Yield Bond ETF
158,223
15,078.6
-40.33%
7.030
-3.42%
0.220
+4.92%
+4.73%
8,014.0
 
SRLN
SPDR Blackstone Senior Loan ETF
296,586
12,198.6
-24.33%
5.690
-1.33%
0.190
+4.86%
+3.52%
7,014.9
 
BTT
Blackrock Municipal 2030 Target Term Trust
Blackrock Municipal 2030 Target Term Trust
445,494
9,457.8
-47.90%
4.410
-2.82%
0.680
+6.44%
+8.64%
1,445.4
Asset Management
VNQ
Vanguard Real Estate Index Fund ETF
72,577
6,571.1
+1,713.52%
3.060
+2.89%
0.020
+4.59%
+3.00%
33,484.2
 
LEO
BNY Mellon Strategic Municipals, Inc.
BNY Mellon Strategic Municipals, Inc.
1,072,819
6,565.6
-13.80%
3.060
-0.35%
1.720
+0.59%
-2.00%
360.0
Asset Management
SPY
SPDR S&P 500 ETF Trust
11,263
6,300.4
+453.46%
2.940
+2.41%
0.000
+19.57%
+7.72%
643,289.7
 
CENTA
Central Garden & Pet Co
183,144
5,994.3
-54.19%
2.790
-2.40%
0.290
+16.95%
+8.96%
2,330.3
Consumer Packaged Goods

Logan Stone Capital, LLC's Historical Top Holdings Breakdowns

Logan Stone Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
2025-03-31
New Buy
New Buy
+16.88%
●
36.63 ($37.08) 37.45
$37.32
0.65%
New holding
983,933
983,933
IBIT
ISHARES BITCOIN TR
2025-03-31
Reduce
Reduce
-8.75%
●
44.91 ($52.94) 60.42
$66.68
25.95%
Reduce -47.56%
542,904
-492,411
ETHA
ISHARES ETHEREUM T
2025-03-31
Sold Out
Sold Out
-8.30%
●
13.82 ($19.93) 27.94
$26.92
35.07%
Sold Out
0
-980,584
JNK
SPDR Bloomberg High Yield Bond ETF
2025-03-31
Reduce
Reduce
-3.42%
●
94.86 ($96.18) 97.12
$96.70
0.54%
Reduce -40.33%
158,223
-106,953
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+2.89%
●
85.55 ($90.76) 94.34
$89.94
-0.90%
Add 1713.52%
72,577
68,575
BTT
Blackrock Municipal 2030 Target Term Trust
Blackrock Municipal 2030 Target Term Trust
2025-03-31
Reduce
Reduce
-2.82%
●
20.56 ($21.14) 21.51
$22.03
4.21%
Reduce -47.9%
445,494
-409,547
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.41%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 453.46%
11,263
9,228
CENTA
Central Garden & Pet Co
2025-03-31
Reduce
Reduce
-2.40%
●
29.86 ($31.77) 34.19
$36.01
13.35%
Reduce -54.19%
183,144
-216,671
NWSA
News Corp
2025-03-31
Reduce
Reduce
-1.73%
●
26.29 ($27.97) 30.49
$29.86
6.76%
Reduce -25.26%
554,640
-187,499
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
2025-03-31
Sold Out
Sold Out
-1.58%
●
75.99 ($79) 81.58
$85.19
7.84%
Sold Out
0
-60,432

Logan Stone Capital, LLC Total Holding History ($B)

To

Logan Stone Capital, LLC's Asset Allocation

To

Logan Stone Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Logan Stone Capital, LLC's Hypothetical Growth since 2025-03-31

Logan Stone Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Logan Stone Capital, LLC's Holdings Heat Map

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Logan Stone Capital, LLC's Holdings Bubble Chart

Logan Stone Capital, LLC News

  • 1

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