Advisors Capital Management, LLC Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$3.7T

Holdings

418

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (418 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
711,981$126.4B3.43%
2
MSFTMICROSOFT CORP
335,917$113.0B3.06%
3
AVGOBROADCOM INC
159,358$106.0B2.88%
4
HDHOME DEPOT INC
183,802$76.3B2.07%
5
ABBVABBVIE INC
488,724$66.2B1.80%
6
BXBLACKSTONE INC
497,276$64.3B1.75%
7
STIPISHARES TR
514,758$54.5B1.48%
8
GOOGALPHABET INC
18,455$53.4B1.45%
9
MDTMEDTRONIC PLC
469,323$48.6B1.32%
10
4I1PHILIP MORRIS INTL INC
503,400$47.8B1.30%
11
PANWPALO ALTO NETWORKS INC
83,206$46.3B1.26%
12
TMOTHERMO FISHER SCIENTIFIC INC
69,095$46.1B1.25%
13
JNJJOHNSON & JOHNSON
268,504$45.9B1.25%
14
AMZNAMAZON COM INC
13,729$45.8B1.24%
15
HONHONEYWELL INTL INC
218,597$45.6B1.24%
16
JPMJPMORGAN CHASE & CO
279,809$44.3B1.20%
17
TDTORONTO DOMINION BK ONT
562,508$43.1B1.17%
18
WPCWP CAREY INC
499,889$41.0B1.11%
19
ETNEATON CORP PLC
227,936$39.4B1.07%
20
TJXTJX COS INC NEW
518,748$39.4B1.07%
21
QCOMQUALCOMM INC
215,296$39.4B1.07%
22
ACNACCENTURE PLC IRELAND
93,142$38.6B1.05%
23
CVXCHEVRON CORP NEW
328,000$38.5B1.04%
24
IBMINTERNATIONAL BUSINESS MACHS
286,920$38.4B1.04%
25
DISDISNEY WALT CO
247,275$38.3B1.04%
26
TSMTAIWAN SEMICONDUCTOR MFG LTD
317,396$38.2B1.04%
27
TTTRANE TECHNOLOGIES PLC
188,210$38.0B1.03%
28
KMIKINDER MORGAN INC DEL
2,327,669$36.9B1.00%
29
SJNKSPDR SER TR
1,323,578$35.9B0.97%
30
CSCOCISCO SYS INC
557,852$35.4B0.96%
31
SHYGISHARES TR
776,814$35.2B0.95%
32
VCITVANGUARD SCOTTSDALE FDS
377,855$35.0B0.95%
33
GXOGXO LOGISTICS INCORPORATED
376,323$34.2B0.93%
34
ZBRAZEBRA TECHNOLOGIES CORPORATI
54,544$32.5B0.88%
35
PYPLPAYPAL HLDGS INC
171,882$32.4B0.88%
36
BRKRBRUKER CORP
375,228$31.5B0.85%
37
TRVCCITIGROUP INC
504,724$30.5B0.83%
38
MCDMCDONALDS CORP
104,736$28.1B0.76%
39
WFCWELLS FARGO CO NEW
563,768$27.1B0.73%
40
NOKNOKIA CORP
4,344,591$27.0B0.73%
41
TKRTIMKEN CO
389,319$27.0B0.73%
42
ARCCARES CAPITAL CORP
1,221,360$25.9B0.70%
43
TAT&T INC
1,049,728$25.8B0.70%
44
DYHTARGET CORP
110,173$25.5B0.69%
45
MAMASTERCARD INCORPORATED
70,006$25.2B0.68%
46
STXSEAGATE TECHNOLOGY HLDNGS PL
221,748$25.1B0.68%
47
WBAWALGREENS BOOTS ALLIANCE INC
472,671$24.7B0.67%
48
CMBSISHARES TR
459,894$24.4B0.66%
49
GMGENERAL MTRS CO
411,489$24.1B0.65%
50
WMBWILLIAMS COS INC
925,218$24.1B0.65%
51
BLKCHFBLACKROCK INC
26,285$24.1B0.65%
52
MRKMERCK & CO INC
308,291$23.6B0.64%
53
AONAON PLC
77,948$23.4B0.64%
54
COSTCOSTCO WHSL CORP NEW
40,809$23.2B0.63%
55
RTXRAYTHEON TECHNOLOGIES CORP
264,558$22.8B0.62%
56
STWDSTARWOOD PPTY TR INC
902,083$21.9B0.59%
57
ABTABBOTT LABS
155,560$21.9B0.59%
58
TXNTEXAS INSTRS INC
114,979$21.7B0.59%
59
LADRLADDER CAP CORP
1,793,427$21.5B0.58%
60
DOWDOW INC
374,163$21.2B0.58%
61
SPYSPDR S&P 500 ETF TR
44,008$20.9B0.57%
62
BRK/BBERKSHIRE HATHAWAY INC DEL
67,407$20.2B0.55%
63
ZTSZOETIS INC
82,572$20.1B0.55%
64
WSMWILLIAMS SONOMA INC
116,956$19.8B0.54%
65
SBUXSTARBUCKS CORP
168,363$19.7B0.53%
66
ULUNILEVER PLC
350,289$18.8B0.51%
67
CASYCASEYS GEN STORES INC
95,028$18.8B0.51%
68
WMTWALMART INC
127,719$18.5B0.50%
69
VODVODAFONE GROUP PLC NEW
1,234,906$18.4B0.50%
70
BACVERIZON COMMUNICATIONS INC
340,352$17.7B0.48%
71
CWEN/ACLEARWAY ENERGY INC
523,085$17.5B0.48%
72
ELLAUDER ESTEE COS INC
46,955$17.4B0.47%
73
AMANTERO MIDSTREAM CORP
1,776,842$17.2B0.47%
74
SPGSIMON PPTY GROUP INC NEW
107,460$17.2B0.47%
75
PLDPROLOGIS INC.
97,467$16.4B0.45%
76
CMCSACOMCAST CORP NEW
320,872$16.1B0.44%
77
METAMETA PLATFORMS INC
47,875$16.1B0.44%
78
PFEPFIZER INC
270,757$16.0B0.43%
79
POOLPOOL CORP
27,855$15.8B0.43%
80
LNCLINCOLN NATL CORP IND
225,229$15.4B0.42%
81
TELTE CONNECTIVITY LTD
94,313$15.2B0.41%
82
AYATLANTICA SUSTAINABLE INFR P
417,437$14.9B0.40%
83
HTGCHERCULES CAPITAL INC
870,048$14.4B0.39%
84
TFCTRUIST FINL CORP
241,506$14.1B0.38%
85
MPTMEDICAL PPTYS TRUST INC
593,829$14.0B0.38%
86
NWLNEWELL BRANDS INC
641,655$14.0B0.38%
87
BXMTBLACKSTONE MTG TR INC
435,889$13.3B0.36%
88
LTCLTC PPTYS INC
388,609$13.3B0.36%
89
RITMNEW RESIDENTIAL INVT CORP
1,230,417$13.2B0.36%
90
STESTERIS PLC
53,646$13.1B0.35%
91
APDAIR PRODS & CHEMS INC
41,833$12.7B0.35%
92
BSYBENTLEY SYS INC
261,645$12.6B0.34%
93
TSLXSIXTH STREET SPECIALTY LENDN
521,732$12.2B0.33%
94
CMECME GROUP INC
53,188$12.2B0.33%
95
LQDHISHARES U S ETF TR
124,415$11.9B0.32%
96
OKEONEOK INC NEW
198,824$11.7B0.32%
97
MOALTRIA GROUP INC
245,368$11.6B0.32%
98
OHIOMEGA HEALTHCARE INVS INC
391,819$11.6B0.31%
99
BERYEURBERRY GLOBAL GROUP INC
156,370$11.5B0.31%
100
QRVOQORVO INC
67,303$10.5B0.29%
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