Advisors Capital Management, LLC Q1 2025 Filing

Filed May 27, 2025

Portfolio Value

$6.5T

Holdings

506

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (506 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
565,820$212.4B3.29%
2
AAPLAPPLE INC
908,849$201.9B3.12%
3
AVGOBROADCOM INC
928,530$155.5B2.41%
4
ABBVABBVIE INC
579,779$121.5B1.88%
5
NVDANVIDIA CORPORATION
1,078,336$116.9B1.81%
6
JPMJPMORGAN CHASE & CO.
444,671$109.1B1.69%
7
BXBLACKSTONE INC
761,643$106.5B1.65%
8
4I1PHILIP MORRIS INTL INC
664,078$105.4B1.63%
9
CVXCHEVRON CORP NEW
594,427$99.4B1.54%
10
AMZNAMAZON COM INC
475,541$90.5B1.40%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
162,989$86.8B1.34%
12
IBMINTERNATIONAL BUSINESS MACHS
325,312$80.9B1.25%
13
GOOGALPHABET INC
517,224$80.8B1.25%
14
ARCCARES CAPITAL CORP
3,627,990$80.4B1.24%
15
IVVISHARES TR
141,056$79.3B1.23%
16
ACNACCENTURE PLC IRELAND
250,118$78.0B1.21%
17
CSCOCISCO SYS INC
1,241,941$76.6B1.19%
18
KMIKINDER MORGAN INC DEL
2,684,521$76.6B1.19%
19
JNJJOHNSON & JOHNSON
442,801$73.4B1.14%
20
QCOMQUALCOMM INC
449,245$69.0B1.07%
21
SGOVISHARES TR
650,494$65.4B1.01%
22
TRVCCITIGROUP INC
917,359$65.1B1.01%
23
HONHONEYWELL INTL INC
304,198$64.4B1.00%
24
TMOTHERMO FISHER SCIENTIFIC INC
127,011$63.2B0.98%
25
TXNTEXAS INSTRS INC
349,672$62.8B0.97%
26
GOOGLALPHABET INC
398,885$61.7B0.95%
27
DUKDUKE ENERGY CORP NEW
494,838$60.4B0.93%
28
PANWPALO ALTO NETWORKS INC
341,806$58.3B0.90%
29
OKEONEOK INC NEW
583,611$57.9B0.90%
30
MCDMCDONALDS CORP
184,760$57.7B0.89%
31
TTTRANE TECHNOLOGIES PLC
164,384$55.4B0.86%
32
TJXTJX COS INC NEW
450,140$54.8B0.85%
33
PAGPPLAINS GP HLDGS L P
2,435,140$52.0B0.80%
34
WPCWP CAREY INC
823,328$52.0B0.80%
35
RTXRTX CORPORATION
392,224$52.0B0.80%
36
WFCWELLS FARGO CO NEW
720,931$51.8B0.80%
37
UNHUNITEDHEALTH GROUP INC
98,117$51.4B0.80%
38
VUGVANGUARD INDEX FDS
135,839$50.4B0.78%
39
BMYBRISTOL-MYERS SQUIBB CO
812,837$49.6B0.77%
40
HDHOME DEPOT INC
134,949$49.5B0.77%
41
BEPCBROOKFIELD RENEWABLE CORP
1,655,180$46.2B0.72%
42
WMBWILLIAMS COS INC
772,456$46.2B0.71%
43
VTVVANGUARD INDEX FDS
266,943$46.1B0.71%
44
MDTMEDTRONIC PLC
507,695$45.6B0.71%
45
MAMASTERCARD INCORPORATED
80,999$44.4B0.69%
46
DISDISNEY WALT CO
432,848$42.7B0.66%
47
DGXQUEST DIAGNOSTICS INC
251,255$42.5B0.66%
48
UPSUNITED PARCEL SERVICE INC
363,985$40.0B0.62%
49
SJNKSPDR SER TR
1,577,006$39.7B0.61%
50
TSMTAIWAN SEMICONDUCTOR MFG LTD
236,373$39.2B0.61%
51
SBCSABRA HEALTH CARE REIT INC
2,232,609$39.0B0.60%
52
PFEPFIZER INC
1,529,067$38.7B0.60%
53
TMUST-MOBILE US INC
141,669$37.8B0.58%
54
COSTCOSTCO WHSL CORP NEW
39,946$37.8B0.58%
55
WSMWILLIAMS SONOMA INC
235,929$37.3B0.58%
56
KVUEKENVUE INC
1,529,161$36.7B0.57%
57
ULUNILEVER PLC
610,138$36.3B0.56%
58
LMTLOCKHEED MARTIN CORP
80,545$36.0B0.56%
59
SHYGISHARES TR
823,381$35.0B0.54%
60
SPTMSPDR SER TR
499,837$34.0B0.53%
61
KOCOCA COLA CO
471,034$33.7B0.52%
62
AONAON PLC
83,379$33.3B0.51%
63
MTBM & T BK CORP
185,017$33.1B0.51%
64
ORCLORACLE CORP
230,269$32.2B0.50%
65
MCKMCKESSON CORP
46,724$31.4B0.49%
66
BLKBLACKROCK INC
33,101$31.3B0.48%
67
FISFIDELITY NATL INFORMATION SV
417,240$31.2B0.48%
68
SJMSMUCKER J M CO
254,483$30.1B0.47%
69
OHIOMEGA HEALTHCARE INVS INC
775,112$29.5B0.46%
70
DEDEERE & CO
61,217$28.7B0.44%
71
VEAVANGUARD TAX-MANAGED FDS
564,861$28.7B0.44%
72
IBDWISHARES TR
1,328,604$27.6B0.43%
73
CMECME GROUP INC
103,790$27.5B0.43%
74
VCITVANGUARD SCOTTSDALE FDS
335,502$27.4B0.42%
75
ETNEATON CORP PLC
100,585$27.3B0.42%
76
SPIBSPDR SER TR
822,536$27.3B0.42%
77
VRPINVESCO EXCH TRADED FD TR II
1,111,634$26.9B0.42%
78
STWDSTARWOOD PPTY TR INC
1,356,714$26.8B0.42%
79
SOSOUTHERN CO
289,626$26.6B0.41%
80
ABTABBOTT LABS
198,402$26.3B0.41%
81
EPREPR PPTYS
495,656$26.1B0.40%
82
NEENEXTERA ENERGY INC
361,815$25.6B0.40%
83
PEPPEPSICO INC
169,237$25.4B0.39%
84
MOALTRIA GROUP INC
419,322$25.2B0.39%
85
VVISA INC
71,505$25.1B0.39%
86
STXSEAGATE TECHNOLOGY HLDNGS PL
285,365$24.2B0.38%
87
PLDPROLOGIS INC.
216,727$24.2B0.37%
88
TDTORONTO DOMINION BK ONT
402,697$24.1B0.37%
89
DYHTARGET CORP
229,725$24.0B0.37%
90
CATCATERPILLAR INC
72,184$23.8B0.37%
91
BXSLBLACKSTONE SECD LENDING FD
728,890$23.6B0.36%
92
KNTKKINETIK HOLDINGS INC
441,380$22.9B0.35%
93
DOWDOW INC
648,934$22.7B0.35%
94
OUTOUTFRONT MEDIA INC
1,383,496$22.3B0.35%
95
LINLINDE PLC
47,798$22.3B0.34%
96
ZTSZOETIS INC
135,077$22.2B0.34%
97
SYKSTRYKER CORPORATION
59,224$22.0B0.34%
98
PEOEXELON CORP
463,422$21.4B0.33%
99
URIUNITED RENTALS INC
33,950$21.3B0.33%
100
BXMTBLACKSTONE MTG TR INC
1,033,015$20.7B0.32%
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