Advisors Capital Management, LLC Q2 2018 Filing

Filed August 13, 2018

Portfolio Value

$1.5T

Holdings

210

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (210 positions)

#StockSharesValue% PortfolioType
101
LNCLINCOLN NATL CORP IND
62,704$3.9B0.27%
102
XPOXPO LOGISTICS INC
38,726$3.9B0.27%
103
FUNCEDAR FAIR L P
60,099$3.8B0.26%
104
CVA1EURCOVANTA HLDG CORP
223,170$3.7B0.25%
105
VGKVANGUARD INTL EQUITY INDEX F
65,190$3.7B0.25%
106
STSENSATA TECHNOLOGIES HLDNG P
75,633$3.6B0.25%
107
DISDISNEY WALT CO
34,171$3.6B0.25%
108
BLDTOPBUILD CORP
44,479$3.5B0.24%
109
ACREARES COML REAL ESTATE CORP
252,294$3.5B0.24%
110
SYFSYNCHRONY FINL
103,925$3.5B0.24%
111
BEPBROOKFIELD RENEWABLE PARTNER
114,695$3.4B0.24%
112
RCLROYAL CARIBBEAN CRUISES LTD
32,951$3.4B0.24%
113
CMBSISHARES TR
67,884$3.4B0.23%
114
EPDENTERPRISE PRODS PARTNERS L
122,875$3.4B0.23%
115
CERNCHFCERNER CORP
56,184$3.4B0.23%
116
ZBRAZEBRA TECHNOLOGIES CORP
23,395$3.4B0.23%
117
EXPRESS SCRIPTS HLDG CO
42,546$3.3B0.23%
118
GLWCORNING INC
118,088$3.2B0.22%
119
BIPBROOKFIELD INFRAST PARTNERS
84,014$3.2B0.22%
120
AG8AGILENT TECHNOLOGIES INC
51,891$3.2B0.22%
121
CIENCIENA CORP
119,791$3.2B0.22%
122
GISGENERAL MLS INC
71,108$3.1B0.22%
123
ACMAECOM
95,020$3.1B0.22%
124
FINISAR CORP
170,354$3.1B0.21%
125
GTGOODYEAR TIRE & RUBR CO
127,890$3.0B0.21%
126
HIGHARTFORD FINL SVCS GROUP INC
57,945$3.0B0.20%
127
KLACKLA-TENCOR CORP
28,488$2.9B0.20%
128
SCHOSCHWAB STRATEGIC TR
58,709$2.9B0.20%
129
NCLHNORWEGIAN CRUISE LINE HLDG L
61,436$2.9B0.20%
130
EBAEBAY INC
79,348$2.9B0.20%
131
METMETLIFE INC
65,293$2.8B0.20%
132
MTGMGIC INVT CORP WIS
261,811$2.8B0.19%
133
DGXQUEST DIAGNOSTICS INC
25,513$2.8B0.19%
134
OCOWENS CORNING NEW
43,862$2.8B0.19%
135
JDJD COM INC
69,689$2.7B0.19%
136
SHIP FINANCE INTERNATIONAL L
179,382$2.7B0.18%
137
VBRVANGUARD INDEX FDS
19,420$2.6B0.18%
138
STTSTATE STR CORP
28,320$2.6B0.18%
139
VVVANGUARD INDEX FDS
21,070$2.6B0.18%
140
BERYEURBERRY GLOBAL GROUP INC
56,761$2.6B0.18%
141
BWABORGWARNER INC
59,842$2.6B0.18%
142
CAHCARDINAL HEALTH INC
52,077$2.5B0.18%
143
CTRACABOT OIL & GAS CORP
105,925$2.5B0.17%
144
PIIPOLARIS INDS INC
20,538$2.5B0.17%
145
DARDARLING INGREDIENTS INC
126,095$2.5B0.17%
146
ARANTERO RES CORP
115,911$2.5B0.17%
147
RLJ 1.95 PERP ARLJ LODGING TR
94,088$2.5B0.17%
148
SPYSPDR S&P 500 ETF TR
8,860$2.4B0.17%
149
MPLXMPLX LP
69,819$2.4B0.16%
150
SUNSUNOCO LP
94,500$2.4B0.16%
151
NVRNVR INC
787$2.3B0.16%
152
AALAMERICAN AIRLS GROUP INC
61,176$2.3B0.16%
153
BALLBALL CORP
64,416$2.3B0.16%
154
MYLAN N V
61,492$2.2B0.15%
155
TSNTYSON FOODS INC
32,232$2.2B0.15%
156
HAINHAIN CELESTIAL GROUP INC
74,466$2.2B0.15%
157
CASYCASEYS GEN STORES INC
20,397$2.1B0.15%
158
MCKMCKESSON CORP
15,923$2.1B0.15%
159
WBAWALGREENS BOOTS ALLIANCE INC
34,921$2.1B0.14%
160
TXNTEXAS INSTRS INC
17,135$1.9B0.13%
161
NSUSDNUSTAR ENERGY LP
74,237$1.7B0.12%
162
CAPLCROSSAMERICA PARTNERS LP
98,706$1.7B0.11%
163
CNKCINEMARK HOLDINGS INC
46,948$1.6B0.11%
164
VHTVANGUARD WORLD FDS
8,082$1.3B0.09%
165
VOVANGUARD INDEX FDS
7,822$1.2B0.08%
166
BABOEING CO
3,502$1.2B0.08%
167
HPTUSDHOSPITALITY PPTYS TR
40,979$1.2B0.08%
168
VGTVANGUARD WORLD FDS
6,414$1.2B0.08%
169
PNNTPENNANTPARK INVT CORP
154,318$1.1B0.07%
170
HUNHUNTSMAN CORP
35,417$1.0B0.07%
171
STERLING BANCORP DEL
41,667$979.0M0.07%
172
CVXCHEVRON CORP NEW
7,029$889.0M0.06%
173
AMZNAMAZON COM INC
516$877.0M0.06%
174
AMGNAMGEN INC
4,737$874.0M0.06%
175
KBWBINVESCO EXCHNG TRADED FD TR
15,554$834.0M0.06%
176
HONHONEYWELL INTL INC
5,718$824.0M0.06%
177
GOOGLALPHABET INC
707$798.0M0.05%
178
VFHVANGUARD WORLD FDS
9,359$631.0M0.04%
179
EPIWISDOMTREE TR
24,478$616.0M0.04%
180
VCRVANGUARD WORLD FDS
3,420$580.0M0.04%
181
EWZISHARES INC
17,926$575.0M0.04%
182
PFEPFIZER INC
15,671$569.0M0.04%
183
MSFTMICROSOFT CORP
5,621$554.0M0.04%
184
EWWISHARES INC
11,755$554.0M0.04%
185
AGGISHARES TR
5,194$552.0M0.04%
186
VISVANGUARD WORLD FDS
3,294$447.0M0.03%
187
VIGVANGUARD GROUP
4,233$430.0M0.03%
188
BRK/BBERKSHIRE HATHAWAY INC DEL
2,256$421.0M0.03%
189
IEURISHARES TR
8,509$405.0M0.03%
190
IDXXIDEXX LABS INC
1,573$343.0M0.02%
191
UNHUNITEDHEALTH GROUP INC
1,247$306.0M0.02%
192
IBERIABANK CORP
4,017$304.0M0.02%
193
VDEVANGUARD WORLD FDS
2,848$299.0M0.02%
194
HCAHCA HEALTHCARE INC
2,782$285.0M0.02%
195
VBVANGUARD INDEX FDS
1,769$275.0M0.02%
196
AONAON PLC
1,959$269.0M0.02%
197
ISRGINTUITIVE SURGICAL INC
543$260.0M0.02%
198
VVISA INC
1,895$251.0M0.02%
199
MAMASTERCARD INCORPORATED
1,273$250.0M0.02%
200
U S G CORP
5,666$244.0M0.02%
PreviousPage 2 of 3Next