Advisors Capital Management, LLC Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$1.6T

Holdings

259

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (259 positions)

#StockSharesValue% PortfolioType
101
CMBSISHARES TR
77,050$4.0B0.25%
102
CVA1EURCOVANTA HLDG CORP
225,192$3.9B0.25%
103
DISDISNEY WALT CO
34,328$3.9B0.24%
104
GLWCORNING INC
112,552$3.8B0.24%
105
FINISAR CORP
160,473$3.8B0.24%
106
QCOMQUALCOMM INC
65,306$3.8B0.24%
107
MTGMGIC INVT CORP WIS
279,166$3.8B0.23%
108
BXUSDBLACKSTONE GROUP L P
105,621$3.7B0.23%
109
LNCLINCOLN NATL CORP IND
60,200$3.7B0.23%
110
NCLHNORWEGIAN CRUISE LINE HLDG L
65,254$3.7B0.23%
111
RCLROYAL CARIBBEAN CRUISES LTD
31,417$3.6B0.23%
112
SYFSYNCHRONY FINL
110,827$3.6B0.22%
113
MTSIMACOM TECH SOLUTIONS HLDGS I
203,808$3.5B0.22%
114
TXNTEXAS INSTRS INC
31,528$3.4B0.21%
115
BERYEURBERRY GLOBAL GROUP INC
62,626$3.4B0.21%
116
FLRNSPDR SER TR
111,118$3.4B0.21%
117
EPDENTERPRISE PRODS PARTNERS L
113,915$3.3B0.21%
118
SUNTRUST BKS INC
54,477$3.3B0.21%
119
DGXQUEST DIAGNOSTICS INC
36,661$3.3B0.21%
120
TSNTYSON FOODS INC
47,286$3.3B0.21%
121
STSENSATA TECHNOLOGIES HLDNG P
69,563$3.3B0.20%
122
BLDTOPBUILD CORP
49,798$3.3B0.20%
123
CAHCARDINAL HEALTH INC
66,051$3.2B0.20%
124
IMAIMAX CORP
142,965$3.2B0.20%
125
SIVBEURSVB FINL GROUP
14,051$3.2B0.20%
126
LABORATORY CORP AMER HLDGS
20,864$3.2B0.20%
127
BEPBROOKFIELD RENEWABLE PARTNER
100,648$3.2B0.20%
128
HIGHARTFORD FINL SVCS GROUP INC
64,229$3.2B0.20%
129
TMUST MOBILE US INC
45,151$3.2B0.20%
130
CIENCIENA CORP
83,052$3.1B0.20%
131
EBAEBAY INC
82,413$3.1B0.19%
132
CTRACABOT OIL & GAS CORP
119,913$3.1B0.19%
133
NMRKNEWMARK GROUP INC
357,459$3.1B0.19%
134
CASYCASEYS GEN STORES INC
23,395$3.0B0.19%
135
FUNCEDAR FAIR L P
56,343$3.0B0.18%
136
CERNCHFCERNER CORP
50,790$2.9B0.18%
137
ACREARES COML REAL ESTATE CORP
191,310$2.9B0.18%
138
LENLENNAR CORP
59,015$2.9B0.18%
139
MSFTMICROSOFT CORP
24,110$2.9B0.18%
140
DARDARLING INGREDIENTS INC
132,039$2.8B0.18%
141
OCOWENS CORNING NEW
57,090$2.8B0.17%
142
ACMAECOM
88,514$2.7B0.17%
143
BWABORGWARNER INC
66,698$2.7B0.17%
144
FTAIEURFORTRESS TRANS INFRST INVS L
157,027$2.7B0.17%
145
INFYINFOSYS LTD
239,400$2.7B0.17%
146
SUNSUNOCO LP
81,379$2.6B0.16%
147
PANWPALO ALTO NETWORKS INC
10,593$2.6B0.16%
148
VBRVANGUARD INDEX FDS
19,296$2.5B0.16%
149
WBAWALGREENS BOOTS ALLIANCE INC
39,689$2.5B0.16%
150
AALAMERICAN AIRLS GROUP INC
76,635$2.5B0.15%
151
MYLAN N V
86,235$2.5B0.15%
152
VGKVANGUARD INTL EQUITY INDEX F
44,277$2.4B0.15%
153
MPLXMPLX LP
70,746$2.4B0.15%
154
XPOXPO LOGISTICS INC
41,936$2.3B0.14%
155
PIIPOLARIS INDS INC
26,883$2.3B0.14%
156
STTSTATE STR CORP
34,044$2.3B0.14%
157
CAECAE INC
101,442$2.3B0.14%
158
CLBCORE LABORATORIES N V
32,936$2.3B0.14%
159
FSICUSDFS KKR CAPITAL CORP
361,633$2.2B0.14%
160
PFEPFIZER INC
49,168$2.1B0.13%
161
NSUSDNUSTAR ENERGY LP
74,275$2.0B0.13%
162
SHIP FINANCE INTERNATIONAL L
155,149$1.9B0.12%
163
VGTVANGUARD WORLD FDS
9,529$1.9B0.12%
164
CVXCHEVRON CORP NEW
15,443$1.9B0.12%
165
ULUNILEVER PLC
32,041$1.8B0.11%
166
PNNTPENNANTPARK INVT CORP
254,799$1.8B0.11%
167
CMCSACOMCAST CORP NEW
43,579$1.8B0.11%
168
VVVANGUARD INDEX FDS
12,321$1.6B0.10%
169
VOVANGUARD INDEX FDS
9,873$1.6B0.10%
170
AMGNAMGEN INC
8,346$1.6B0.10%
171
EMREMERSON ELEC CO
21,902$1.5B0.10%
172
SPYSPDR S&P 500 ETF TR
5,288$1.5B0.09%
173
CYDCHINA YUCHAI INTL LTD
93,123$1.5B0.09%
174
MMM3M CO
7,000$1.5B0.09%
175
CAPLCROSSAMERICA PARTNERS LP
80,085$1.5B0.09%
176
HDHOME DEPOT INC
7,081$1.4B0.09%
177
BABOEING CO
3,278$1.3B0.08%
178
CMECME GROUP INC
7,289$1.2B0.08%
179
WMTWALMART INC
12,269$1.2B0.07%
180
IGIBISHARES TR
20,907$1.1B0.07%
181
UTXZUNITED TECHNOLOGIES CORP
8,454$1.1B0.07%
182
VTVVANGUARD INDEX FDS
9,841$1.1B0.07%
183
ETNEATON CORP PLC
13,031$1.1B0.07%
184
PSXPHILLIPS 66
10,685$1.0B0.06%
185
USBUS BANCORP DEL
20,665$1.0B0.06%
186
AMZNAMAZON COM INC
554$1.0B0.06%
187
MBBISHARES TR
9,465$1.0B0.06%
188
COSTCOSTCO WHSL CORP NEW
4,091$999.0M0.06%
189
SBUXSTARBUCKS CORP
13,229$978.0M0.06%
190
GDGENERAL DYNAMICS CORP
5,458$940.0M0.06%
191
HONHONEYWELL INTL INC
5,677$917.0M0.06%
192
GOOGLALPHABET INC
745$893.0M0.06%
193
SJR/BEURSHAW COMMUNICATIONS INC
42,363$889.0M0.06%
194
WPPWPP PLC NEW
15,510$848.0M0.05%
195
ACNACCENTURE PLC IRELAND
4,575$807.0M0.05%
196
PGPROCTER AND GAMBLE CO
7,753$803.0M0.05%
197
VHTVANGUARD WORLD FDS
4,646$803.0M0.05%
198
PEPPEPSICO INC
6,266$764.0M0.05%
199
VFHVANGUARD WORLD FDS
10,534$695.0M0.04%
200
VCRVANGUARD WORLD FDS
3,869$675.0M0.04%
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