Advisors Capital Management, LLC Q2 2019 Filing

Filed August 15, 2019

Portfolio Value

$1.7T

Holdings

273

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (273 positions)

#StockSharesValue% PortfolioType
101
AG8AGILENT TECHNOLOGIES INC
58,004$4.3B0.26%
102
CMBSISHARES TR
81,239$4.3B0.26%
103
SYFSYNCHRONY FINL
122,983$4.3B0.25%
104
ZBRAZEBRA TECHNOLOGIES CORP
19,834$4.2B0.25%
105
CVA1EURCOVANTA HLDG CORP
231,341$4.1B0.25%
106
TSNTYSON FOODS INC
51,121$4.1B0.25%
107
BLDTOPBUILD CORP
48,978$4.1B0.24%
108
LNCLINCOLN NATL CORP IND
62,871$4.1B0.24%
109
DGXQUEST DIAGNOSTICS INC
39,735$4.0B0.24%
110
RCLROYAL CARIBBEAN CRUISES LTD
31,801$3.9B0.23%
111
TXNTEXAS INSTRS INC
33,231$3.8B0.23%
112
CERNCHFCERNER CORP
51,726$3.8B0.23%
113
GLWCORNING INC
113,442$3.8B0.22%
114
MSFTMICROSOFT CORP
27,934$3.7B0.22%
115
HIGHARTFORD FINL SVCS GROUP INC
67,099$3.7B0.22%
116
LABORATORY CORP AMER HLDGS
21,466$3.7B0.22%
117
BKUBANKUNITED INC
107,860$3.6B0.22%
118
CAHCARDINAL HEALTH INC
76,986$3.6B0.22%
119
FLRNSPDR SERIES TRUST
117,317$3.6B0.21%
120
NCLHNORWEGIAN CRUISE LINE HLDG L
67,158$3.6B0.21%
121
CIENCIENA CORP
86,364$3.6B0.21%
122
KTOSKRATOS DEFENSE & SEC SOLUTIO
154,272$3.5B0.21%
123
SUNTRUST BKS INC
56,124$3.5B0.21%
124
STSENSATA TECHNOLOGIES HLDNG P
71,427$3.5B0.21%
125
MTGMGIC INVT CORP WIS
265,605$3.5B0.21%
126
BERYEURBERRY GLOBAL GROUP INC
66,188$3.5B0.21%
127
BEPBROOKFIELD RENEWABLE PARTNER
99,599$3.4B0.20%
128
TMUST MOBILE US INC
46,312$3.4B0.20%
129
COPCONOCOPHILLIPS
55,493$3.4B0.20%
130
SIVBEURSVB FINL GROUP
14,797$3.3B0.20%
131
EBAEBAY INC
83,777$3.3B0.20%
132
L3 TECHNOLOGIES INC
13,466$3.3B0.20%
133
CASYCASEYS GEN STORES INC
20,730$3.2B0.19%
134
EPDENTERPRISE PRODS PARTNERS L
110,793$3.2B0.19%
135
NMRKNEWMARK GROUP INC
355,347$3.2B0.19%
136
PIIPOLARIS INDS INC
33,998$3.1B0.18%
137
LENLENNAR CORP
63,433$3.1B0.18%
138
VBRVANGUARD INDEX FDS
22,474$2.9B0.17%
139
CTRACABOT OIL & GAS CORP
127,391$2.9B0.17%
140
BWABORGWARNER INC
69,654$2.9B0.17%
141
ACREARES COML REAL ESTATE CORP
195,088$2.9B0.17%
142
VGKVANGUARD INTL EQUITY INDEX F
52,221$2.9B0.17%
143
MASMASCO CORP
72,266$2.8B0.17%
144
ACMAECOM
74,857$2.8B0.17%
145
AALAMERICAN AIRLS GROUP INC
84,816$2.8B0.16%
146
DARDARLING INGREDIENTS INC
134,917$2.7B0.16%
147
INFYINFOSYS LTD
248,775$2.7B0.16%
148
FUNCEDAR FAIR L P
55,410$2.6B0.16%
149
FTAIEURFORTRESS TRANS INFRST INVS L
160,261$2.4B0.14%
150
MPLXMPLX LP
73,202$2.4B0.14%
151
SUNSUNOCO LP
73,411$2.3B0.14%
152
PANWPALO ALTO NETWORKS INC
11,183$2.3B0.14%
153
CVXCHEVRON CORP NEW
17,736$2.2B0.13%
154
VGTVANGUARD WORLD FDS
10,211$2.2B0.13%
155
ULUNILEVER PLC
33,597$2.1B0.12%
156
FSICUSDFS KKR CAPITAL CORP
348,234$2.1B0.12%
157
NSUSDNUSTAR ENERGY LP
76,069$2.1B0.12%
158
PFEPFIZER INC
47,561$2.1B0.12%
159
CMCSACOMCAST CORP NEW
46,759$2.0B0.12%
160
VOVANGUARD INDEX FDS
11,343$1.9B0.11%
161
CAPLCROSSAMERICA PARTNERS LP
117,444$1.9B0.11%
162
VVVANGUARD INDEX FDS
13,881$1.9B0.11%
163
CLBCORE LABORATORIES N V
35,493$1.9B0.11%
164
SHIP FINANCE INTERNATIONAL L
148,031$1.9B0.11%
165
PNNTPENNANTPARK INVT CORP
278,891$1.8B0.10%
166
HDHOME DEPOT INC
8,126$1.7B0.10%
167
SPYSPDR S&P 500 ETF TR
5,643$1.7B0.10%
168
AMGNAMGEN INC
8,780$1.6B0.10%
169
VVISA INC
9,066$1.6B0.09%
170
CMECME GROUP INC
7,825$1.5B0.09%
171
EMREMERSON ELEC CO
22,165$1.5B0.09%
172
METAFACEBOOK INC
7,640$1.5B0.09%
173
WMTWALMART INC
12,779$1.4B0.08%
174
MMM3M CO
7,626$1.3B0.08%
175
VTVVANGUARD INDEX FDS
11,865$1.3B0.08%
176
SBUXSTARBUCKS CORP
15,666$1.3B0.08%
177
COSTCOSTCO WHSL CORP NEW
4,361$1.2B0.07%
178
USBUS BANCORP DEL
21,848$1.1B0.07%
179
UTXZUNITED TECHNOLOGIES CORP
8,738$1.1B0.07%
180
AMZNAMAZON COM INC
601$1.1B0.07%
181
ETNEATON CORP PLC
13,556$1.1B0.07%
182
ITWILLINOIS TOOL WKS INC
7,449$1.1B0.07%
183
PSXPHILLIPS 66
11,794$1.1B0.07%
184
GDGENERAL DYNAMICS CORP
5,906$1.1B0.06%
185
PEPPEPSICO INC
8,042$1.1B0.06%
186
IGIBISHARES TR
18,377$1.0B0.06%
187
HONHONEYWELL INTL INC
5,660$988.0M0.06%
188
PGPROCTER AND GAMBLE CO
8,916$978.0M0.06%
189
SJR/BEURSHAW COMMUNICATIONS INC
45,594$929.0M0.06%
190
ROKROCKWELL AUTOMATION INC
5,526$905.0M0.05%
191
ACNACCENTURE PLC IRELAND
4,868$899.0M0.05%
192
MBBISHARES TR
8,346$898.0M0.05%
193
VEEVVEEVA SYS INC
5,381$872.0M0.05%
194
CYDCHINA YUCHAI INTL LTD
58,000$869.0M0.05%
195
GOOGLALPHABET INC
792$858.0M0.05%
196
VHTVANGUARD WORLD FDS
4,820$838.0M0.05%
197
EWZISHARES INC
18,141$793.0M0.05%
198
VFHVANGUARD WORLD FDS
10,907$753.0M0.04%
199
KBWBINVESCO EXCHNG TRADED FD TR
14,813$747.0M0.04%
200
EPIWISDOMTREE TR
28,493$743.0M0.04%
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