Advisors Capital Management, LLC Q3 2018 Filing

Filed October 10, 2018

Portfolio Value

$1.5T

Holdings

215

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
LNCLINCOLN NATL CORP IND
63,202$4.3B0.28%
102
DISDISNEY WALT CO
35,354$4.1B0.27%
103
XPOXPO LOGISTICS INC
36,101$4.1B0.27%
104
ZBRAZEBRA TECHNOLOGIES CORP
22,430$4.0B0.26%
105
KLACKLA-TENCOR CORP
38,407$3.9B0.26%
106
NCLHNORWEGIAN CRUISE LINE HLDG L
67,934$3.9B0.26%
107
CIENCIENA CORP
124,106$3.9B0.25%
108
CERNCHFCERNER CORP
59,880$3.9B0.25%
109
LABORATORY CORP AMER HLDGS
22,180$3.9B0.25%
110
BKUBANKUNITED INC
108,763$3.9B0.25%
111
TSLXUSDTPG SPECIALTY LENDING INC
188,674$3.8B0.25%
112
AWMSKYWORKS SOLUTIONS INC
42,371$3.8B0.25%
113
METAFACEBOOK INC
23,037$3.8B0.25%
114
STSENSATA TECHNOLOGIES HLDNG P
76,016$3.8B0.25%
115
EXPRESS SCRIPTS HLDG CO
39,426$3.7B0.24%
116
CMBSISHARES TR
72,852$3.6B0.24%
117
ACREARES COML REAL ESTATE CORP
258,893$3.6B0.24%
118
MTGMGIC INVT CORP WIS
270,894$3.6B0.24%
119
QRVOQORVO INC
46,850$3.6B0.24%
120
AG8AGILENT TECHNOLOGIES INC
50,998$3.6B0.24%
121
VGKVANGUARD INTL EQUITY INDEX F
62,420$3.5B0.23%
122
EPDENTERPRISE PRODS PARTNERS L
122,002$3.5B0.23%
123
CVA1EURCOVANTA HLDG CORP
215,111$3.5B0.23%
124
FINISAR CORP
181,521$3.5B0.23%
125
JDJD COM INC
132,519$3.5B0.23%
126
SYFSYNCHRONY FINL
110,283$3.4B0.22%
127
BEPBROOKFIELD RENEWABLE PARTNER
112,738$3.4B0.22%
128
ACMAECOM
96,234$3.1B0.21%
129
SCHOSCHWAB STRATEGIC TR
63,074$3.1B0.20%
130
FUNCEDAR FAIR L P
58,992$3.1B0.20%
131
METMETLIFE INC
65,515$3.1B0.20%
132
BALLBALL CORP
69,271$3.0B0.20%
133
DGXQUEST DIAGNOSTICS INC
27,449$3.0B0.19%
134
HIGHARTFORD FINL SVCS GROUP INC
59,035$2.9B0.19%
135
BERYEURBERRY GLOBAL GROUP INC
60,304$2.9B0.19%
136
GTGOODYEAR TIRE & RUBR CO
124,589$2.9B0.19%
137
BLDTOPBUILD CORP
50,833$2.9B0.19%
138
CAHCARDINAL HEALTH INC
52,861$2.9B0.19%
139
AALAMERICAN AIRLS GROUP INC
68,943$2.8B0.19%
140
MYLAN N V
76,915$2.8B0.18%
141
VVVANGUARD INDEX FDS
20,457$2.7B0.18%
142
BWABORGWARNER INC
63,848$2.7B0.18%
143
CASYCASEYS GEN STORES INC
21,009$2.7B0.18%
144
SUNSUNOCO LP
91,504$2.7B0.18%
145
EBAEBAY INC
81,198$2.7B0.18%
146
LENLENNAR CORP
56,138$2.6B0.17%
147
VBRVANGUARD INDEX FDS
18,764$2.6B0.17%
148
AFWALIGN TECHNOLOGY INC
6,649$2.6B0.17%
149
OCOWENS CORNING NEW
47,895$2.6B0.17%
150
WBAWALGREENS BOOTS ALLIANCE INC
35,431$2.6B0.17%
151
CTRACABOT OIL & GAS CORP
114,461$2.6B0.17%
152
STTSTATE STR CORP
30,730$2.6B0.17%
153
DARDARLING INGREDIENTS INC
127,760$2.5B0.16%
154
MPLXMPLX LP
69,489$2.4B0.16%
155
SHIP FINANCE INTERNATIONAL L
169,787$2.4B0.15%
156
ARANTERO RES CORP
124,213$2.2B0.14%
157
PIIPOLARIS INDS INC
21,400$2.2B0.14%
158
NSUSDNUSTAR ENERGY LP
76,880$2.1B0.14%
159
TSNTYSON FOODS INC
35,057$2.1B0.14%
160
HAINHAIN CELESTIAL GROUP INC
76,560$2.1B0.14%
161
TXNTEXAS INSTRS INC
16,797$1.8B0.12%
162
CAPLCROSSAMERICA PARTNERS LP
97,531$1.8B0.12%
163
CNKCINEMARK HOLDINGS INC
42,024$1.7B0.11%
164
BABOEING CO
3,993$1.5B0.10%
165
VHTVANGUARD WORLD FDS
8,113$1.5B0.10%
166
VGTVANGUARD WORLD FDS
6,739$1.4B0.09%
167
FTAIEURFORTRESS TRANS INFRST INVS L
74,991$1.4B0.09%
168
VOVANGUARD INDEX FDS
8,088$1.3B0.09%
169
AMZNAMAZON COM INC
594$1.2B0.08%
170
PNNTPENNANTPARK INVT CORP
150,620$1.1B0.07%
171
HONHONEYWELL INTL INC
6,227$1.0B0.07%
172
AMGNAMGEN INC
4,938$1.0B0.07%
173
CVXCHEVRON CORP NEW
8,071$987.0M0.06%
174
GOOGLALPHABET INC
801$967.0M0.06%
175
STERLING BANCORP DEL
41,747$918.0M0.06%
176
PFEPFIZER INC
20,368$898.0M0.06%
177
KBWBINVESCO EXCHNG TRADED FD TR
15,128$818.0M0.05%
178
MSFTMICROSOFT CORP
7,074$809.0M0.05%
179
SPYSPDR S&P 500 ETF TR
2,748$799.0M0.05%
180
VFHVANGUARD WORLD FDS
9,797$680.0M0.04%
181
VCRVANGUARD WORLD FDS
3,592$648.0M0.04%
182
EWZISHARES INC
18,379$620.0M0.04%
183
EWWISHARES INC
11,353$582.0M0.04%
184
EPIWISDOMTREE TR
23,770$573.0M0.04%
185
BRK/BBERKSHIRE HATHAWAY INC DEL
2,534$543.0M0.04%
186
VISVANGUARD WORLD FDS
3,437$508.0M0.03%
187
VIGVANGUARD GROUP
4,233$469.0M0.03%
188
IEURISHARES TR
8,796$422.0M0.03%
189
IDXXIDEXX LABS INC
1,624$405.0M0.03%
190
VVISA INC
2,577$387.0M0.03%
191
UNHUNITEDHEALTH GROUP INC
1,437$382.0M0.02%
192
HCAHCA HEALTHCARE INC
2,687$374.0M0.02%
193
HPTUSDHOSPITALITY PPTYS TR
12,933$373.0M0.02%
194
IBERIABANK CORP
4,017$327.0M0.02%
195
VDEVANGUARD WORLD FDS
2,966$312.0M0.02%
196
ISRGINTUITIVE SURGICAL INC
543$312.0M0.02%
197
AONAON PLC
1,959$301.0M0.02%
198
WMTWALMART INC
3,152$296.0M0.02%
199
VBVANGUARD INDEX FDS
1,807$294.0M0.02%
200
MAMASTERCARD INCORPORATED
1,273$283.0M0.02%
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