Advisors Capital Management, LLC Q3 2016 Filing

Filed November 3, 2016

Portfolio Value

$1.0T

Holdings

180

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
101
HUNHuntsman Corp
192,607$3.1B0.31%
102
NVRNVR Inc
1,853$3.0B0.30%
103
American Airlines Group Inc
82,858$3.0B0.30%
104
CAPLCrossamerica Partners LP Int
119,343$3.0B0.30%
105
HAINHain Celestial Group Inc
85,145$3.0B0.30%
106
BXBlackstone Group LP
117,547$3.0B0.29%
107
RCLRoyal Caribbean Cruises Ltd
40,001$3.0B0.29%
108
CST Brands Inc
62,270$3.0B0.29%
109
MMLPMartin Midstream Partners LP
148,865$3.0B0.29%
110
PBCTEURPeoples United Financial Inc
188,318$3.0B0.29%
111
ZBRAZebra Technologies Corp Cl A
40,323$2.8B0.27%
112
Brookfield Infrastucture Partn
80,860$2.8B0.27%
113
Tallgrass Energy Gp LP Cl A
115,881$2.8B0.27%
114
BLDTopbuild Corp
83,826$2.8B0.27%
115
Valspar Corp
26,122$2.8B0.27%
116
QRVOQorvo Inc
48,314$2.7B0.26%
117
NCLHNorwegian Cruise Line Holdings
70,308$2.6B0.26%
118
EverBank Financial Corp
136,426$2.6B0.26%
119
FUNCedar Fair LP
45,582$2.6B0.26%
120
SUNSunoco LP
88,739$2.6B0.25%
121
MSFTMicrosoft Corp
43,855$2.5B0.25%
122
PANWPalo Alto Networks Inc
15,200$2.4B0.24%
123
HIGHartford Financial Services Gr
52,686$2.3B0.22%
124
MTGMGIC Inv Corp WI
275,304$2.2B0.21%
125
DARDarling Ingredients, Inc
157,422$2.1B0.21%
126
BKUBankUnited Inc
70,410$2.1B0.21%
127
VZVerizon Communications Inc
40,845$2.1B0.21%
128
Southwestern Energy Co Dep 1/2
65,711$2.1B0.20%
129
MCKMcKesson Corp
12,304$2.1B0.20%
130
CNKCinemark Holdings Inc
52,880$2.0B0.20%
131
VVVanguard Index Funds Large Cap
20,379$2.0B0.20%
132
CHEFChefs Warehouse Inc
180,535$2.0B0.20%
133
Covanta Holding Corp
127,762$2.0B0.19%
134
Allergan PLC
8,507$2.0B0.19%
135
vSunoco Logistics Partners LP
67,632$1.9B0.19%
136
NuStar Gp Holdings LLC Unit Re
72,226$1.8B0.18%
137
Berry Plastics Group Inc
40,703$1.8B0.17%
138
CASYCaseys General Stores Inc
14,678$1.8B0.17%
139
Northstar Realty Europe Corp
157,660$1.7B0.17%
140
BIDUNBaidu Inc Sp ADR Rep A
9,221$1.7B0.16%
141
VGKVanguard Intl Equity Index Fun
34,308$1.7B0.16%
142
SCHOSchwab Short Term US Tres
30,755$1.6B0.15%
143
Jd Com Inc Sp ADR Cl A
59,452$1.6B0.15%
144
UTXTrex Co Inc
26,333$1.5B0.15%
145
Synchrony Financial
54,409$1.5B0.15%
146
VBRVanguard Index Funds Small Cap
13,322$1.5B0.14%
147
Main Street Capital Corp
42,591$1.5B0.14%
148
STTState Street Corp
20,532$1.4B0.14%
149
VOVanguard Index Funds Mid Cap E
10,646$1.4B0.13%
150
ETEnergy Transfer Equity LP
72,300$1.2B0.12%
151
PIIPolaris Industries Inc
15,362$1.2B0.12%
152
NuStar Energy LP
20,816$1.0B0.10%
153
MPTMedical Properties Trust Inc
67,019$990.0M0.10%
154
Alphabet Inc Cap Stock Cl A
1,179$948.0M0.09%
155
BAC 7.25 PERP LBank of America Corporation 7.
712$869.0M0.08%
156
Ares Coml Real Estate Corp
64,227$809.0M0.08%
157
GEGeneral Electric Company
24,985$740.0M0.07%
158
VBVanguard Index Funds Small Cap
6,034$737.0M0.07%
159
SPYSPDR S&P 500 Index ETF
3,324$719.0M0.07%
160
ADIAnalog Devices Inc
10,171$655.0M0.06%
161
TXNTexas Instruments Inc
9,090$638.0M0.06%
162
WMBWilliams Cos Inc
19,868$611.0M0.06%
163
PowerShares KBW Bank Port
16,490$602.0M0.06%
164
FSICUSDFS Investment Corp
62,656$593.0M0.06%
165
LOWLowes Cos Inc
7,838$566.0M0.06%
166
DCHAmerican Axle & Manufacturing
32,505$560.0M0.05%
167
Vtti Energy Partners LP Rp Lt
28,862$549.0M0.05%
168
RMRRMR Group Inc Cl A
12,845$487.0M0.05%
169
QQQPowerShares QQQ Ser 1
3,579$425.0M0.04%
170
WQTMWisdomTree Trust India Earning
18,958$410.0M0.04%
171
AMZNAmazon.com Inc
478$400.0M0.04%
172
VWOVanguard Emerg Mkt ETF
10,607$399.0M0.04%
173
Blackstone Mtg Tr Inc
345,000$379.0M0.04%
174
WWayfair Inc Cl A
7,035$277.0M0.03%
175
UPSUnited Parcel Service Inc Cl B
2,518$275.0M0.03%
176
CVXChevron Corp
2,542$262.0M0.03%
177
EFAiShares Tr MSCI EAFE Index
3,815$226.0M0.02%
178
Reynolds American Inc
4,714$222.0M0.02%
179
SWN1EURSouthwestern Energy Co
14,575$202.0M0.02%
180
NRKNuveen NY AMT-Free Muni Income
10,559$149.0M0.01%
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