Advisors Capital Management, LLC Q1 2021 Filing

Filed May 12, 2021

Portfolio Value

$2.9T

Holdings

363

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (363 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
642,706$78.5B2.75%
2
AVGOBROADCOM INC
154,782$71.8B2.52%
3
MSFTMICROSOFT CORP
265,873$62.7B2.20%
4
HDHOME DEPOT INC
176,313$53.8B1.89%
5
BXBLACKSTONE GROUP INC
677,396$50.5B1.77%
6
MDTMEDTRONIC PLC
413,627$48.9B1.71%
7
TSMTAIWAN SEMICONDUCTOR MFG LTD
385,143$45.6B1.60%
8
JNJJOHNSON & JOHNSON
269,663$44.3B1.55%
9
DISDISNEY WALT CO
231,007$42.6B1.49%
10
ABBVABBVIE INC
389,624$42.2B1.48%
11
GOOGALPHABET INC
19,581$40.5B1.42%
12
KMIKINDER MORGAN INC DEL
2,427,895$40.4B1.42%
13
HONHONEYWELL INTL INC
181,787$39.5B1.38%
14
4I1PHILIP MORRIS INTL INC
440,253$39.1B1.37%
15
JPMJPMORGAN CHASE & CO
254,465$38.7B1.36%
16
CVXCHEVRON CORP NEW
340,717$35.7B1.25%
17
TAT&T INC
1,122,689$34.0B1.19%
18
SJNKSPDR SER TR
1,214,471$33.2B1.16%
19
QCOMQUALCOMM INC
245,387$32.5B1.14%
20
TRVCCITIGROUP INC
445,271$32.4B1.14%
21
METMETLIFE INC
529,684$32.2B1.13%
22
WPCWP CAREY INC
445,496$31.5B1.11%
23
DYHTARGET CORP
159,005$31.5B1.10%
24
TJXTJX COS INC NEW
473,643$31.3B1.10%
25
STZCONSTELLATION BRANDS INC
136,170$31.0B1.09%
26
IBMINTERNATIONAL BUSINESS MACHS
230,353$30.7B1.08%
27
PYPLPAYPAL HLDGS INC
122,833$29.8B1.05%
28
TTTRANE TECHNOLOGIES PLC
175,243$29.0B1.02%
29
XPOXPO LOGISTICS INC
227,808$28.1B0.98%
30
PANWPALO ALTO NETWORKS INC
83,493$26.9B0.94%
31
CSCOCISCO SYS INC
515,079$26.6B0.93%
32
TMOTHERMO FISHER SCIENTIFIC INC
58,297$26.6B0.93%
33
VCITVANGUARD SCOTTSDALE FDS
281,149$26.2B0.92%
34
ZBRAZEBRA TECHNOLOGIES CORPORATI
51,139$24.8B0.87%
35
BDXBECTON DICKINSON & CO
98,227$23.9B0.84%
36
BRKRBRUKER CORP
366,058$23.5B0.83%
37
GMGENERAL MTRS CO
405,566$23.3B0.82%
38
WBAWALGREENS BOOTS ALLIANCE INC
416,024$22.8B0.80%
39
BMYBRISTOL-MYERS SQUIBB CO
359,634$22.7B0.80%
40
WSMWILLIAMS SONOMA INC
125,371$22.5B0.79%
41
ARCCARES CAPITAL CORP
1,191,588$22.3B0.78%
42
WFCWELLS FARGO CO NEW
567,825$22.2B0.78%
43
LADRLADDER CAP CORP
1,849,290$21.8B0.77%
44
BACVERIZON COMMUNICATIONS INC
373,058$21.7B0.76%
45
ACNACCENTURE PLC IRELAND
77,641$21.4B0.75%
46
MCDMCDONALDS CORP
94,372$21.2B0.74%
47
MRKMERCK & CO. INC
271,546$20.9B0.73%
48
MAMASTERCARD INCORPORATED
58,589$20.9B0.73%
49
VMBSVANGUARD SCOTTSDALE FDS
388,185$20.7B0.73%
50
DOWDOW INC
323,455$20.7B0.73%
51
VODVODAFONE GROUP PLC NEW
1,092,453$20.1B0.71%
52
STWDSTARWOOD PPTY TR INC
804,830$19.9B0.70%
53
STXSEAGATE TECHNOLOGY PLC
247,468$19.0B0.67%
54
LMTLOCKHEED MARTIN CORP
50,917$18.8B0.66%
55
BRK/BBERKSHIRE HATHAWAY INC DEL
72,870$18.6B0.65%
56
RTXRAYTHEON TECHNOLOGIES CORP
235,759$18.2B0.64%
57
TXNTEXAS INSTRS INC
92,649$17.5B0.61%
58
HTGCHERCULES CAPITAL INC
1,066,397$17.1B0.60%
59
NWLNEWELL BRANDS INC
629,115$16.8B0.59%
60
CASYCASEYS GEN STORES INC
75,797$16.4B0.57%
61
NOKNOKIA CORP
4,098,219$16.2B0.57%
62
BLKCHFBLACKROCK INC
21,124$15.9B0.56%
63
ABTABBOTT LABS
132,155$15.8B0.56%
64
AMANTERO MIDSTREAM CORP
1,733,782$15.7B0.55%
65
LNCLINCOLN NATL CORP IND
250,053$15.6B0.55%
66
WMTWALMART INC
111,435$15.1B0.53%
67
AONAON PLC
64,976$15.0B0.52%
68
BXMTBLACKSTONE MTG TR INC
477,717$14.8B0.52%
69
SBUXSTARBUCKS CORP
135,434$14.8B0.52%
70
AGNCAGNC INVT CORP
882,676$14.8B0.52%
71
AYATLANTICA SUSTAINABLE INFR P
397,239$14.6B0.51%
72
CMCSACOMCAST CORP NEW
265,845$14.4B0.50%
73
AMGNAMGEN INC
57,382$14.3B0.50%
74
OKEONEOK INC NEW
256,361$13.0B0.46%
75
LTCLTC PPTYS INC
293,127$12.2B0.43%
76
SPGSIMON PPTY GROUP INC NEW
107,185$12.2B0.43%
77
CMBSISHARES TR
226,093$12.2B0.43%
78
TFCTRUIST FINL CORP
204,347$11.9B0.42%
79
NKENIKE INC
88,777$11.8B0.41%
80
COSTCOSTCO WHSL CORP NEW
33,405$11.8B0.41%
81
SHYGISHARES TR
256,995$11.8B0.41%
82
ELLAUDER ESTEE COS INC
40,379$11.7B0.41%
83
NVSNNOVARTIS AG
137,101$11.7B0.41%
84
MOALTRIA GROUP INC
226,062$11.6B0.41%
85
MPTMEDICAL PPTYS TRUST INC
541,407$11.5B0.40%
86
AG8AGILENT TECHNOLOGIES INC
89,892$11.4B0.40%
87
ROKROCKWELL AUTOMATION INC
40,800$10.8B0.38%
88
CWENCLEARWAY ENERGY INC
381,573$10.7B0.38%
89
WMBWILLIAMS COS INC
451,176$10.7B0.37%
90
RITMNEW RESIDENTIAL INVT CORP
934,073$10.5B0.37%
91
BSYBENTLEY SYS INC
214,396$10.1B0.35%
92
TSLXSIXTH STREET SPECIALTY LENDN
471,164$9.9B0.35%
93
ETNEATON CORP PLC
71,443$9.9B0.35%
94
SLG2EURSL GREEN RLTY CORP
140,418$9.8B0.34%
95
STNESTONECO LTD
156,519$9.6B0.34%
96
FRTEURFEDERAL RLTY INVT TR
94,350$9.6B0.34%
97
APDAIR PRODS & CHEMS INC
33,291$9.4B0.33%
98
GISGENERAL MLS INC
151,895$9.3B0.33%
99
CMECME GROUP INC
44,536$9.1B0.32%
100
PFFDGLOBAL X FDS
356,044$9.1B0.32%
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