Advisors Capital Management, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$8.1B

Holdings

536

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (536 positions)

StockValue
MSFTMICROSOFT CORP
$307.7M
AVGOBROADCOM INC
$276.4M
AAPLAPPLE INC
$246.9M
NVDANVIDIA CORPORATION
$226.2M
ABBVABBVIE INC
$142.2M
BXBLACKSTONE INC
$138.7M
JPMJPMORGAN CHASE & CO.
$134.5M
GOOGALPHABET INC
$126.1M
TRVCCITIGROUP INC
$122.1M
IVVISHARES TR
$114.7M
AMZNAMAZON COM INC
$113.4M
4I1PHILIP MORRIS INTL INC
$113.4M
CSCOCISCO SYS INC
$104.7M
GOOGLALPHABET INC
$101.3M
IBMINTERNATIONAL BUSINESS MACHS
$98.0M
JNJJOHNSON & JOHNSON
$95.7M
CVXCHEVRON CORP NEW
$92.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$87.7M
VUGVANGUARD INDEX FDS
$81.6M
KMIKINDER MORGAN INC DEL
$80.3M
BA 6 10/15/27BOEING CO
$79.3M
ORCLORACLE CORP
$78.8M
TJXTJX COS INC NEW
$78.1M
QCOMQUALCOMM INC
$73.3M
TTTRANE TECHNOLOGIES PLC
$72.7M
SPHYSPDR SERIES TRUST
$72.4M
SGOVISHARES TR
$71.2M
PANWPALO ALTO NETWORKS INC
$70.8M
ACNACCENTURE PLC IRELAND
$69.0M
HONHONEYWELL INTL INC
$68.7M
DUKDUKE ENERGY CORP NEW
$67.1M
RTXRTX CORPORATION
$66.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$65.1M
ARCCARES CAPITAL CORP
$64.1M
VTVVANGUARD INDEX FDS
$62.2M
WPCWP CAREY INC
$61.8M
BEPCBROOKFIELD RENEWABLE CORP
$61.6M
PFEPFIZER INC
$61.4M
TXNTEXAS INSTRS INC
$61.2M
MCDMCDONALDS CORP
$60.7M
HDHOME DEPOT INC
$58.6M
DGXQUEST DIAGNOSTICS INC
$56.7M
TMOTHERMO FISHER SCIENTIFIC INC
$56.5M
OKEONEOK INC NEW
$55.4M
WMBWILLIAMS COS INC
$50.6M
KOCOCA COLA CO
$50.2M
WFCWELLS FARGO CO NEW
$50.0M
PAGPPLAINS GP HLDGS L P
$48.6M
SPTMSPDR SERIES TRUST
$48.3M
MAMASTERCARD INCORPORATED
$48.0M
WSMWILLIAMS SONOMA INC
$47.7M
STXSEAGATE TECHNOLOGY HLDNGS PL
$46.1M
SBCSABRA HEALTH CARE REIT INC
$43.1M
LMTLOCKHEED MARTIN CORP
$42.6M
MDTMEDTRONIC PLC
$41.5M
BMYBRISTOL-MYERS SQUIBB CO
$41.2M
OUTOUTFRONT MEDIA INC
$40.3M
BLKBLACKROCK INC
$40.1M
COSTCOSTCO WHSL CORP NEW
$40.0M
ULUNILEVER PLC
$39.5M
MTBM & T BK CORP
$39.4M
OHIOMEGA HEALTHCARE INVS INC
$38.8M
ETNEATON CORP PLC
$38.6M
BACVERIZON COMMUNICATIONS INC
$37.1M
MCKMCKESSON CORP
$36.9M
CATCATERPILLAR INC
$36.8M
PEPPEPSICO INC
$36.6M
VEAVANGUARD TAX-MANAGED FDS
$36.2M
METAMETA PLATFORMS INC
$35.9M
TDTORONTO DOMINION BK ONT
$34.0M
IBDWISHARES TR
$33.4M
VCITVANGUARD SCOTTSDALE FDS
$32.7M
VRPINVESCO EXCH TRADED FD TR II
$32.0M
AONAON PLC
$31.9M
MOALTRIA GROUP INC
$31.7M
TMUST-MOBILE US INC
$31.7M
SJMSMUCKER J M CO
$30.7M
URIUNITED RENTALS INC
$30.3M
NEENEXTERA ENERGY INC
$30.2M
FISFIDELITY NATL INFORMATION SV
$30.1M
BAC 7.25 PERP LBANK AMERICA CORP
$29.9M
HSTHOST HOTELS & RESORTS INC
$29.7M
CMECME GROUP INC
$29.7M
FTAIFTAI AVIATION LTD
$29.5M
SPIBSPDR SERIES TRUST
$29.2M
TELTE CONNECTIVITY PLC
$29.0M
SOSOUTHERN CO
$28.7M
DEDEERE & CO
$28.7M
EPREPR PPTYS
$28.1M
STWDSTARWOOD PPTY TR INC
$27.9M
LTCLTC PPTYS INC
$27.7M
CASYCASEYS GEN STORES INC
$27.3M
ABTABBOTT LABS
$27.2M
KNTKKINETIK HOLDINGS INC
$27.0M
DOCHEALTHPEAK PROPERTIES INC
$26.9M
KVUEKENVUE INC
$26.3M
ROSTROSS STORES INC
$26.0M
PLDPROLOGIS INC.
$25.9M
VVISA INC
$24.5M
CBCHUBB LIMITED
$24.2M
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