Advisors Capital Management, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$8.1T

Holdings

536

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (536 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
593,994$307.7B3.81%
2
AVGOBROADCOM INC
837,776$276.4B3.42%
3
AAPLAPPLE INC
969,803$246.9B3.06%
4
NVDANVIDIA CORPORATION
1,212,370$226.2B2.80%
5
ABBVABBVIE INC
614,095$142.2B1.76%
6
BXBLACKSTONE INC
811,913$138.7B1.72%
7
JPMJPMORGAN CHASE & CO.
426,483$134.5B1.67%
8
GOOGALPHABET INC
517,870$126.1B1.56%
9
TRVCCITIGROUP INC
1,202,999$122.1B1.51%
10
IVVISHARES TR
171,391$114.7B1.42%
11
AMZNAMAZON COM INC
516,323$113.4B1.40%
12
4I1PHILIP MORRIS INTL INC
698,892$113.4B1.40%
13
CSCOCISCO SYS INC
1,530,816$104.7B1.30%
14
GOOGLALPHABET INC
416,517$101.3B1.25%
15
IBMINTERNATIONAL BUSINESS MACHS
347,155$98.0B1.21%
16
JNJJOHNSON & JOHNSON
515,907$95.7B1.18%
17
CVXCHEVRON CORP NEW
596,608$92.6B1.15%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
174,410$87.7B1.09%
19
VUGVANGUARD INDEX FDS
170,168$81.6B1.01%
20
KMIKINDER MORGAN INC DEL
2,834,730$80.3B0.99%
21
BA 6 10/15/27BOEING CO
1,139,718$79.3B0.98%
22
ORCLORACLE CORP
280,318$78.8B0.98%
23
TJXTJX COS INC NEW
540,282$78.1B0.97%
24
QCOMQUALCOMM INC
440,701$73.3B0.91%
25
TTTRANE TECHNOLOGIES PLC
172,188$72.7B0.90%
26
SPHYSPDR SERIES TRUST
3,025,928$72.4B0.90%
27
SGOVISHARES TR
707,230$71.2B0.88%
28
PANWPALO ALTO NETWORKS INC
347,807$70.8B0.88%
29
ACNACCENTURE PLC IRELAND
279,993$69.0B0.85%
30
HONHONEYWELL INTL INC
326,311$68.7B0.85%
31
DUKDUKE ENERGY CORP NEW
541,896$67.1B0.83%
32
RTXRTX CORPORATION
398,423$66.7B0.83%
33
TSMTAIWAN SEMICONDUCTOR MFG LTD
233,246$65.1B0.81%
34
ARCCARES CAPITAL CORP
3,142,995$64.1B0.79%
35
VTVVANGUARD INDEX FDS
333,509$62.2B0.77%
36
WPCWP CAREY INC
914,969$61.8B0.77%
37
BEPCBROOKFIELD RENEWABLE CORP
1,788,239$61.6B0.76%
38
PFEPFIZER INC
2,411,463$61.4B0.76%
39
TXNTEXAS INSTRS INC
332,957$61.2B0.76%
40
MCDMCDONALDS CORP
199,618$60.7B0.75%
41
HDHOME DEPOT INC
144,680$58.6B0.73%
42
DGXQUEST DIAGNOSTICS INC
297,644$56.7B0.70%
43
TMOTHERMO FISHER SCIENTIFIC INC
116,545$56.5B0.70%
44
OKEONEOK INC NEW
759,241$55.4B0.69%
45
WMBWILLIAMS COS INC
799,432$50.6B0.63%
46
KOCOCA COLA CO
757,638$50.2B0.62%
47
WFCWELLS FARGO CO NEW
596,861$50.0B0.62%
48
PAGPPLAINS GP HLDGS L P
2,666,859$48.6B0.60%
49
SPTMSPDR SERIES TRUST
598,318$48.3B0.60%
50
MAMASTERCARD INCORPORATED
84,301$48.0B0.59%
51
WSMWILLIAMS SONOMA INC
244,254$47.7B0.59%
52
STXSEAGATE TECHNOLOGY HLDNGS PL
195,421$46.1B0.57%
53
SBCSABRA HEALTH CARE REIT INC
2,309,654$43.1B0.53%
54
LMTLOCKHEED MARTIN CORP
85,255$42.6B0.53%
55
MDTMEDTRONIC PLC
435,376$41.5B0.51%
56
BMYBRISTOL-MYERS SQUIBB CO
913,980$41.2B0.51%
57
OUTOUTFRONT MEDIA INC
2,197,384$40.3B0.50%
58
BLKBLACKROCK INC
34,410$40.1B0.50%
59
COSTCOSTCO WHSL CORP NEW
43,198$40.0B0.50%
60
ULUNILEVER PLC
665,494$39.5B0.49%
61
MTBM & T BK CORP
199,413$39.4B0.49%
62
OHIOMEGA HEALTHCARE INVS INC
918,091$38.8B0.48%
63
ETNEATON CORP PLC
103,156$38.6B0.48%
64
BACVERIZON COMMUNICATIONS INC
844,133$37.1B0.46%
65
MCKMCKESSON CORP
47,750$36.9B0.46%
66
CATCATERPILLAR INC
77,083$36.8B0.46%
67
PEPPEPSICO INC
260,703$36.6B0.45%
68
VEAVANGUARD TAX-MANAGED FDS
604,502$36.2B0.45%
69
METAMETA PLATFORMS INC
48,819$35.9B0.44%
70
TDTORONTO DOMINION BK ONT
425,737$34.0B0.42%
71
IBDWISHARES TR
1,573,421$33.4B0.41%
72
VCITVANGUARD SCOTTSDALE FDS
388,516$32.7B0.40%
73
VRPINVESCO EXCH TRADED FD TR II
1,296,804$32.0B0.40%
74
AONAON PLC
89,364$31.9B0.39%
75
MOALTRIA GROUP INC
480,273$31.7B0.39%
76
TMUST-MOBILE US INC
132,226$31.7B0.39%
77
SJMSMUCKER J M CO
283,090$30.7B0.38%
78
URIUNITED RENTALS INC
31,749$30.3B0.38%
79
NEENEXTERA ENERGY INC
400,532$30.2B0.37%
80
FISFIDELITY NATL INFORMATION SV
456,097$30.1B0.37%
81
BAC 7.25 PERP LBANK AMERICA CORP
23,346$29.9B0.37%
82
HSTHOST HOTELS & RESORTS INC
1,746,617$29.7B0.37%
83
CMECME GROUP INC
109,987$29.7B0.37%
84
FTAIFTAI AVIATION LTD
176,706$29.5B0.37%
85
SPIBSPDR SERIES TRUST
860,503$29.2B0.36%
86
TELTE CONNECTIVITY PLC
131,947$29.0B0.36%
87
SOSOUTHERN CO
302,490$28.7B0.35%
88
DEDEERE & CO
62,672$28.7B0.35%
89
EPREPR PPTYS
483,538$28.1B0.35%
90
STWDSTARWOOD PPTY TR INC
1,439,079$27.9B0.35%
91
LTCLTC PPTYS INC
750,689$27.7B0.34%
92
CASYCASEYS GEN STORES INC
48,355$27.3B0.34%
93
ABTABBOTT LABS
202,909$27.2B0.34%
94
KNTKKINETIK HOLDINGS INC
632,387$27.0B0.33%
95
DOCHEALTHPEAK PROPERTIES INC
1,404,695$26.9B0.33%
96
KVUEKENVUE INC
1,619,567$26.3B0.33%
97
ROSTROSS STORES INC
170,507$26.0B0.32%
98
PLDPROLOGIS INC.
226,476$25.9B0.32%
99
VVISA INC
71,749$24.5B0.30%
100
CBCHUBB LIMITED
85,746$24.2B0.30%
Page 1 of 6Next