Advisors Capital Management, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$8.1B

Holdings

536

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (536 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
593,994$307.7B3809.55%
2
AVGOBROADCOM INC
837,776$276.4B3422.37%
3
AAPLAPPLE INC
969,803$246.9B3057.71%
4
NVDANVIDIA CORPORATION
1,212,370$226.2B2800.94%
5
ABBVABBVIE INC
614,095$142.2B1760.62%
6
BXBLACKSTONE INC
811,913$138.7B1717.62%
7
JPMJPMORGAN CHASE & CO.
426,483$134.5B1665.74%
8
GOOGALPHABET INC
517,870$126.1B1561.75%
9
TRVCCITIGROUP INC
1,202,999$122.1B1511.94%
10
IVVISHARES TR
171,391$114.7B1420.41%
11
AMZNAMAZON COM INC
516,323$113.4B1403.78%
12
4I1PHILIP MORRIS INTL INC
698,892$113.4B1403.67%
13
CSCOCISCO SYS INC
1,530,816$104.7B1296.91%
14
GOOGLALPHABET INC
416,517$101.3B1253.78%
15
IBMINTERNATIONAL BUSINESS MACHS
347,155$98.0B1212.89%
16
JNJJOHNSON & JOHNSON
515,907$95.7B1184.49%
17
CVXCHEVRON CORP NEW
596,608$92.6B1147.19%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
174,410$87.7B1085.72%
19
VUGVANGUARD INDEX FDS
170,168$81.6B1010.58%
20
KMIKINDER MORGAN INC DEL
2,834,730$80.3B993.70%
21
BA 6 10/15/27BOEING CO
1,139,718$79.3B981.80%
22
ORCLORACLE CORP
280,318$78.8B976.18%
23
TJXTJX COS INC NEW
540,282$78.1B966.97%
24
QCOMQUALCOMM INC
440,701$73.3B907.81%
25
TTTRANE TECHNOLOGIES PLC
172,188$72.7B899.66%
26
SPHYSPDR SERIES TRUST
3,025,928$72.4B896.99%
27
SGOVISHARES TR
707,230$71.2B881.85%
28
PANWPALO ALTO NETWORKS INC
347,807$70.8B876.93%
29
ACNACCENTURE PLC IRELAND
279,993$69.0B854.96%
30
HONHONEYWELL INTL INC
326,311$68.7B850.53%
31
DUKDUKE ENERGY CORP NEW
541,896$67.1B830.36%
32
RTXRTX CORPORATION
398,423$66.7B825.51%
33
TSMTAIWAN SEMICONDUCTOR MFG LTD
233,246$65.1B806.63%
34
ARCCARES CAPITAL CORP
3,142,995$64.1B794.31%
35
VTVVANGUARD INDEX FDS
333,509$62.2B770.13%
36
WPCWP CAREY INC
914,969$61.8B765.53%
37
BEPCBROOKFIELD RENEWABLE CORP
1,788,239$61.6B762.15%
38
PFEPFIZER INC
2,411,463$61.4B760.82%
39
TXNTEXAS INSTRS INC
332,957$61.2B757.48%
40
MCDMCDONALDS CORP
199,618$60.7B751.14%
41
HDHOME DEPOT INC
144,680$58.6B725.89%
42
DGXQUEST DIAGNOSTICS INC
297,644$56.7B702.39%
43
TMOTHERMO FISHER SCIENTIFIC INC
116,545$56.5B699.94%
44
OKEONEOK INC NEW
759,241$55.4B686.01%
45
WMBWILLIAMS COS INC
799,432$50.6B627.09%
46
KOCOCA COLA CO
757,638$50.2B622.17%
47
WFCWELLS FARGO CO NEW
596,861$50.0B619.48%
48
PAGPPLAINS GP HLDGS L P
2,666,859$48.6B602.32%
49
SPTMSPDR SERIES TRUST
598,318$48.3B597.50%
50
MAMASTERCARD INCORPORATED
84,301$48.0B593.76%
51
WSMWILLIAMS SONOMA INC
244,254$47.7B591.13%
52
STXSEAGATE TECHNOLOGY HLDNGS PL
195,421$46.1B571.21%
53
SBCSABRA HEALTH CARE REIT INC
2,309,654$43.1B533.08%
54
LMTLOCKHEED MARTIN CORP
85,255$42.6B526.99%
55
MDTMEDTRONIC PLC
435,376$41.5B513.44%
56
BMYBRISTOL-MYERS SQUIBB CO
913,980$41.2B510.41%
57
OUTOUTFRONT MEDIA INC
2,197,384$40.3B498.46%
58
BLKBLACKROCK INC
34,410$40.1B496.75%
59
COSTCOSTCO WHSL CORP NEW
43,198$40.0B495.12%
60
ULUNILEVER PLC
665,494$39.5B488.49%
61
MTBM & T BK CORP
199,413$39.4B487.97%
62
OHIOMEGA HEALTHCARE INVS INC
918,091$38.8B479.96%
63
ETNEATON CORP PLC
103,156$38.6B478.03%
64
BACVERIZON COMMUNICATIONS INC
844,133$37.1B459.38%
65
MCKMCKESSON CORP
47,750$36.9B456.77%
66
CATCATERPILLAR INC
77,083$36.8B455.42%
67
PEPPEPSICO INC
260,703$36.6B453.36%
68
VEAVANGUARD TAX-MANAGED FDS
604,502$36.2B448.51%
69
METAMETA PLATFORMS INC
48,819$35.9B443.93%
70
TDTORONTO DOMINION BK ONT
425,737$34.0B421.47%
71
IBDWISHARES TR
1,573,421$33.4B413.42%
72
VCITVANGUARD SCOTTSDALE FDS
388,516$32.7B404.63%
73
VRPINVESCO EXCH TRADED FD TR II
1,296,804$32.0B396.62%
74
AONAON PLC
89,364$31.9B394.61%
75
MOALTRIA GROUP INC
480,273$31.7B392.85%
76
TMUST-MOBILE US INC
132,226$31.7B391.93%
77
SJMSMUCKER J M CO
283,090$30.7B380.68%
78
URIUNITED RENTALS INC
31,749$30.3B375.31%
79
NEENEXTERA ENERGY INC
400,532$30.2B374.39%
80
FISFIDELITY NATL INFORMATION SV
456,097$30.1B372.40%
81
BAC 7.25 PERP LBANK AMERICA CORP
23,346$29.9B370.04%
82
HSTHOST HOTELS & RESORTS INC
1,746,617$29.7B368.10%
83
CMECME GROUP INC
109,987$29.7B367.97%
84
FTAIFTAI AVIATION LTD
176,706$29.5B365.10%
85
SPIBSPDR SERIES TRUST
860,503$29.2B361.10%
86
TELTE CONNECTIVITY PLC
131,947$29.0B358.67%
87
SOSOUTHERN CO
302,490$28.7B354.97%
88
DEDEERE & CO
62,672$28.7B354.85%
89
EPREPR PPTYS
483,538$28.1B347.33%
90
STWDSTARWOOD PPTY TR INC
1,439,079$27.9B345.16%
91
LTCLTC PPTYS INC
750,689$27.7B342.62%
92
CASYCASEYS GEN STORES INC
48,355$27.3B338.49%
93
ABTABBOTT LABS
202,909$27.2B336.52%
94
KNTKKINETIK HOLDINGS INC
632,387$27.0B334.67%
95
DOCHEALTHPEAK PROPERTIES INC
1,404,695$26.9B333.08%
96
KVUEKENVUE INC
1,619,567$26.3B325.48%
97
ROSTROSS STORES INC
170,507$26.0B321.74%
98
PLDPROLOGIS INC.
226,476$25.9B321.15%
99
VVISA INC
71,749$24.5B303.29%
100
CBCHUBB LIMITED
85,746$24.2B299.68%
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