Advisors Capital Management, LLC Q3 2017 Filing

Filed October 23, 2017

Portfolio Value

$1.2T

Holdings

178

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (178 positions)

#StockSharesValue% PortfolioType
101
Ares Coml Real Estate Corp
270,270$3.6B0.29%
102
CAPLCrossamerica Partners LP Int
131,888$3.6B0.29%
103
CHEFChefs Warehouse Inc
185,024$3.6B0.29%
104
NVRNVR Inc
1,235$3.5B0.29%
105
NCLHNorwegian Cruise Line Holdings
64,572$3.5B0.28%
106
MTGMGIC Inv Corp WI
276,836$3.5B0.28%
107
FUNCedar Fair LP
51,917$3.3B0.27%
108
HAINHain Celestial Group Inc
80,819$3.3B0.27%
109
SUNSunoco LP
105,217$3.3B0.27%
110
Covanta Holding Corp
210,660$3.1B0.25%
111
ZBRAZebra Technologies Corp Cl A
28,576$3.1B0.25%
112
Enbridge Energy Management LLC
200,589$3.1B0.25%
113
VGKVanguard FTSE Europe ETF
51,844$3.0B0.25%
114
BKUBankUnited Inc
84,786$3.0B0.24%
115
KMIKinder Morgan Inc
154,950$3.0B0.24%
116
XPOXPO Logistics Inc
42,503$2.9B0.23%
117
EBAeBay Inc
74,518$2.9B0.23%
118
Synchrony Financial
92,241$2.9B0.23%
119
MMLPMartin Midstream Partners LP
182,231$2.8B0.23%
120
HIGHartford Financial Services Gr
51,060$2.8B0.23%
121
PNNTPennantPark Inv Corp
369,051$2.8B0.22%
122
BWABorgWarner Inc
53,593$2.7B0.22%
123
KLACKLA-Tencor Corp
25,751$2.7B0.22%
124
Berry Global Group Inc
47,305$2.7B0.22%
125
American Airlines Group Inc
55,836$2.7B0.22%
126
PANWPalo Alto Networks Inc
18,265$2.6B0.21%
127
Mylan NV Euro
82,365$2.6B0.21%
128
ETEnergy Transfer Equity LP
141,024$2.5B0.20%
129
CTRACabot Oil & Gas Corp
91,625$2.5B0.20%
130
TSNTyson Foods Inc Cl A
33,413$2.4B0.19%
131
Macom Tech Solutions Holdings
52,686$2.4B0.19%
132
SCHOSchwab Short Term US Tres
44,648$2.3B0.18%
133
Allergan PLC
10,970$2.2B0.18%
134
STTState Street Corp
23,503$2.2B0.18%
135
BIDUNBaidu Inc Sp ADR A
8,991$2.2B0.18%
136
BALLBall Corp
53,148$2.2B0.18%
137
MCKMcKesson Corp
14,142$2.2B0.18%
138
Jd Com Inc Sp ADR Cl A
56,434$2.2B0.17%
139
BABoeing Co
7,799$2.0B0.16%
140
CIENCiena Corp
87,975$1.9B0.16%
141
PIIPolaris Industries Inc
18,317$1.9B0.16%
142
CNKCinemark Holdings Inc
52,480$1.9B0.15%
143
VBRVanguard Small Cap Val ETF
14,735$1.9B0.15%
144
CASYCaseys General Stores Inc
17,198$1.9B0.15%
145
NuStar Energy LP
46,344$1.9B0.15%
146
DARDarling Ingredients Inc
107,001$1.9B0.15%
147
VVVanguard Large Cap ETF
15,937$1.8B0.15%
148
DGXQuest Diagnostics Inc
19,356$1.8B0.15%
149
ARAntero Resources Corp
79,282$1.6B0.13%
150
TXNTexas Instruments Inc
15,168$1.4B0.11%
151
IEURiShares Core MSCI Euro
23,884$1.2B0.10%
152
NuStar Group Hlgs LLC
49,480$1.1B0.09%
153
Alphabet Inc Cap Stock Cl A
1,048$1.0B0.08%
154
GEGeneral Electric Co
39,148$947.0M0.08%
155
Senior Housing Properties Trus
45,044$881.0M0.07%
156
VOVanguard Mid Cap ETF
5,362$788.0M0.06%
157
CVXChevron Corp
6,311$741.0M0.06%
158
AMGNAmgen Inc
3,968$740.0M0.06%
159
ADIAnalog Devices Inc
8,046$693.0M0.06%
160
PowerShares KBW Bank Port
13,297$681.0M0.06%
161
EWZiShares MSCI Brazil ETF
14,617$609.0M0.05%
162
PFEPfizer Inc
16,398$585.0M0.05%
163
WQTMWisdomTree India Earnings Fund
20,881$526.0M0.04%
164
EWWiShares MSCI Mex Cap ETF
9,443$516.0M0.04%
165
VHTVanguard Health Care ETF
3,147$479.0M0.04%
166
WMTWal-Mart Stores Inc
6,054$473.0M0.04%
167
VIGVanguard Div Apprec ETF
4,198$398.0M0.03%
168
AON PLC Cl A
2,284$334.0M0.03%
169
STZConstellation Brands Inc Cl A
1,410$281.0M0.02%
170
Idexx Laboratories Inc
1,683$262.0M0.02%
171
AMZNAmazon.com Inc
270$260.0M0.02%
172
METAFacebook Inc Cl A
1,449$248.0M0.02%
173
MSFTMicrosoft Corp
3,242$242.0M0.02%
174
BRK/BBerkshire Hathaway Inc Cl B
1,302$239.0M0.02%
175
UNHUnitedHealth Group Inc
1,171$229.0M0.02%
176
SPYSPDR S&P 500 ETF Tr
846$213.0M0.02%
177
ISRGIntuitive Surgical Inc
200$209.0M0.02%
178
GSBDGoldman Sachs BDC Inc
8,839$202.0M0.02%
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