Institutions / Advisors Capital Management, LLC

Advisors Capital Management, LLC

CIK 1345576 · Institution · as of Mar 31, 2026
Portfolio value
$8.58B
Positions
566
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$8.58B+0.9%
$8.58B$8.54B$8.50BQ4 '25Q1 '26

Positions

566-0.2%
567567566Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 566 →
CompanyClassValueShares% of portfolio
Apple Inc.$257.73M1,015,5083.0%
Broadcom Inc.$235.33M760,3382.7%
Microsoft Corp$233.25M630,1132.7%
NVIDIA Corp$212.20M1,216,7692.5%
Citigroup Inc$131.40M1,158,6361.5%
AbbVie Inc.$130.84M601,5871.5%
Chevron Corp$129.95M628,0581.5%
JPMorgan Chase & Co$128.99M438,4861.5%
Johnson & Johnson$127.48M521,5261.5%
Philip Morris International Inc.$126.54M765,3531.5%
Alphabet Inc.$125.16M436,2931.5%
Cisco Systems, Inc.$124.94M1,610,2221.5%
iShares Tr$124.47M190,5471.5%
International Business Machines Corp$123.92M511,2521.4%
Amazon.com Inc$115.19M553,0621.3%
Alphabet Inc.$102.04M354,8341.2%
Kinder Morgan, Inc.$101.28M3,020,6231.2%
Vanguard Index Fds$95.69M219,0721.1%
TJX Cos Inc/The$92.84M581,3641.1%
Blackstone Inc$81.79M711,2651.0%
Boeing Co$81.05M1,249,1580.9%
Honeywell International Inc$79.44M351,4750.9%
Verizon Communications Inc$79.29M1,579,5300.9%
Duke Energy Corp$78.86M602,2630.9%
Warren E. Buffett$78.65M164,1330.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewAnnaly Capital Management Inc
Common stock
$61.66M+2.9M
2,915,472
0.72% of portfolio
high
Q1 2026
as of
TrimAccenture plc
Common stock
$-46.35M-234K
-87.05%
34,778
0.08% of portfolio
medium
Q1 2026
as of
AddInternational Business Machines Corp
Common stock
$36.91M+152K
+42.41%
511,252
1.44% of portfolio
medium
Q1 2026
as of
Trim78462F103
Common stock
$-33.45M-51K
-71.01%
20,997
0.16% of portfolio
medium
Q1 2026
as of
NewMedical Properties Trust Inc
Common stock
$29.52M+6.4M
6,376,350
0.34% of portfolio
medium
Q1 2026
as of
TrimSeagate Technology Holdings PLC
Common stock
$-27.64M-71K
-38.93%
110,701
0.51% of portfolio
medium
Q1 2026
as of
Trim46435U861
Common stock
$-26.92M-499K
-72.36%
190,615
0.12% of portfolio
medium
Q1 2026
as of
AddNetflix Inc
Common stock
$24.52M+255K
+205.34%
379,146
0.42% of portfolio
medium
Q1 2026
as of
TrimExelon Corp
Common stock
$-23.99M-489K
-98.48%
7,563
<0.01% of portfolio
medium
Q1 2026
as of
AddJ M SMUCKER Co
Common stock
$17.10M+177K
+68.99%
434,372
0.49% of portfolio
medium