Advisors Capital Management, LLC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$3.3T

Holdings

403

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (403 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
680,774$96.3B2.94%
2
MSFTMICROSOFT CORP
290,390$81.9B2.50%
3
AVGOBROADCOM INC
155,888$75.6B2.31%
4
BXBLACKSTONE INC
604,365$70.3B2.14%
5
HDHOME DEPOT INC
176,411$57.9B1.77%
6
MDTMEDTRONIC PLC
442,339$55.4B1.69%
7
GOOGALPHABET INC
17,775$47.4B1.44%
8
4I1PHILIP MORRIS INTL INC
476,081$45.1B1.38%
9
ABBVABBVIE INC
411,309$44.4B1.35%
10
SJNKSPDR SER TR
1,618,903$44.3B1.35%
11
KMIKINDER MORGAN INC DEL
2,624,994$43.9B1.34%
12
HONHONEYWELL INTL INC
206,761$43.9B1.34%
13
JPMJPMORGAN CHASE & CO
265,464$43.5B1.33%
14
PYPLPAYPAL HLDGS INC
164,525$42.8B1.31%
15
PANWPALO ALTO NETWORKS INC
86,206$41.3B1.26%
16
JNJJOHNSON & JOHNSON
250,215$40.4B1.23%
17
TSMTAIWAN SEMICONDUCTOR MFG LTD
360,442$40.2B1.23%
18
IBMINTERNATIONAL BUSINESS MACHS
288,457$40.1B1.22%
19
DISDISNEY WALT CO
235,987$39.9B1.22%
20
TMOTHERMO FISHER SCIENTIFIC INC
66,626$38.1B1.16%
21
CVXCHEVRON CORP NEW
372,977$37.8B1.15%
22
TDTORONTO DOMINION BK ONT
537,425$35.6B1.08%
23
WPCWP CAREY INC
480,670$35.1B1.07%
24
VCITVANGUARD SCOTTSDALE FDS
364,683$34.4B1.05%
25
TJXTJX COS INC NEW
498,113$32.9B1.00%
26
ETNEATON CORP PLC
215,251$32.1B0.98%
27
QCOMQUALCOMM INC
246,874$31.8B0.97%
28
TAT&T INC
1,161,825$31.4B0.96%
29
TTTRANE TECHNOLOGIES PLC
181,446$31.3B0.96%
30
TRVCCITIGROUP INC
433,552$30.4B0.93%
31
STZCONSTELLATION BRANDS INC
138,787$29.2B0.89%
32
CSCOCISCO SYS INC
535,696$29.2B0.89%
33
BRKRBRUKER CORP
371,307$29.0B0.88%
34
GXOGXO LOGISTICS INCORPORATED
360,347$28.3B0.86%
35
ZBRAZEBRA TECHNOLOGIES CORPORATI
53,467$27.6B0.84%
36
ACNACCENTURE PLC IRELAND
86,012$27.5B0.84%
37
TKRTIMKEN CO
410,870$26.9B0.82%
38
WFCWELLS FARGO CO NEW
545,808$25.3B0.77%
39
VMBSVANGUARD SCOTTSDALE FDS
475,196$25.3B0.77%
40
ULUNILEVER PLC
466,214$25.3B0.77%
41
DYHTARGET CORP
110,131$25.2B0.77%
42
ARCCARES CAPITAL CORP
1,201,044$24.4B0.74%
43
SHYGISHARES TR
528,974$24.2B0.74%
44
MCDMCDONALDS CORP
99,727$24.0B0.73%
45
NOKNOKIA CORP
4,222,640$23.0B0.70%
46
MAMASTERCARD INCORPORATED
66,078$23.0B0.70%
47
GMGENERAL MTRS CO
424,075$22.4B0.68%
48
MRKMERCK & CO INC
295,589$22.2B0.68%
49
BACVERIZON COMMUNICATIONS INC
409,310$22.1B0.67%
50
DOWDOW INC
382,559$22.0B0.67%
51
WBAWALGREENS BOOTS ALLIANCE INC
464,105$21.8B0.67%
52
RTXRAYTHEON TECHNOLOGIES CORP
253,138$21.8B0.66%
53
AONAON PLC
72,704$20.8B0.63%
54
TXNTEXAS INSTRS INC
105,509$20.3B0.62%
55
LADRLADDER CAP CORP
1,827,224$20.2B0.62%
56
WSMWILLIAMS SONOMA INC
112,832$20.0B0.61%
57
BLKCHFBLACKROCK INC
23,825$20.0B0.61%
58
WMBWILLIAMS COS INC
753,040$19.5B0.60%
59
VODVODAFONE GROUP PLC NEW
1,246,605$19.3B0.59%
60
STWDSTARWOOD PPTY TR INC
771,755$18.8B0.57%
61
BDXBECTON DICKINSON & CO
76,613$18.8B0.57%
62
AMANTERO MIDSTREAM CORP
1,799,130$18.7B0.57%
63
BRK/BBERKSHIRE HATHAWAY INC DEL
63,676$17.4B0.53%
64
CMCSACOMCAST CORP NEW
308,915$17.3B0.53%
65
WMTWALMART INC
123,754$17.2B0.53%
66
ABTABBOTT LABS
145,361$17.2B0.52%
67
SBUXSTARBUCKS CORP
150,861$16.6B0.51%
68
CASYCASEYS GEN STORES INC
88,295$16.6B0.51%
69
HTGCHERCULES CAPITAL INC
999,384$16.6B0.51%
70
COSTCOSTCO WHSL CORP NEW
36,150$16.2B0.50%
71
BXMTBLACKSTONE MTG TR INC
520,984$15.8B0.48%
72
LNCLINCOLN NATL CORP IND
226,947$15.6B0.48%
73
CMBSISHARES TR
288,583$15.6B0.48%
74
STXSEAGATE TECHNOLOGY HLDNGS PL
187,717$15.5B0.47%
75
ZTSZOETIS INC
76,248$14.8B0.45%
76
CWEN/ACLEARWAY ENERGY INC
522,597$14.7B0.45%
77
BSYBENTLEY SYS INC
239,767$14.5B0.44%
78
METAFACEBOOK INC
42,799$14.5B0.44%
79
OHIOMEGA HEALTHCARE INVS INC
480,610$14.4B0.44%
80
SPGSIMON PPTY GROUP INC NEW
110,772$14.4B0.44%
81
AYATLANTICA SUSTAINABLE INFR P
411,839$14.2B0.43%
82
AMZNAMAZON COM INC
4,324$14.2B0.43%
83
SLG2EURSL GREEN RLTY CORP
199,860$14.2B0.43%
84
NWLNEWELL BRANDS INC
636,707$14.1B0.43%
85
RITMNEW RESIDENTIAL INVT CORP
1,222,973$13.5B0.41%
86
ELLAUDER ESTEE COS INC
44,205$13.3B0.40%
87
TFCTRUIST FINL CORP
224,839$13.2B0.40%
88
TWOEURTWO HBRS INVT CORP
2,033,281$12.9B0.39%
89
LTCLTC PPTYS INC
384,408$12.2B0.37%
90
TELTE CONNECTIVITY LTD
86,466$11.9B0.36%
91
BNTXBIONTECH SE
43,019$11.7B0.36%
92
MPTMEDICAL PPTYS TRUST INC
580,672$11.7B0.36%
93
PLDPROLOGIS INC.
91,799$11.5B0.35%
94
OKEONEOK INC NEW
197,311$11.4B0.35%
95
PFFDGLOBAL X FDS
441,803$11.4B0.35%
96
TSLXSIXTH STREET SPECIALTY LENDN
511,270$11.4B0.35%
97
NCNO*NCINO INC
157,754$11.2B0.34%
98
POOLPOOL CORP
25,677$11.2B0.34%
99
MOALTRIA GROUP INC
241,655$11.0B0.34%
100
APDAIR PRODS & CHEMS INC
40,325$10.3B0.31%
Page 1 of 5Next