Advisors Capital Management, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$8.5B

Holdings

567

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (567 positions)

StockValue
MSFTMICROSOFT CORP
$295.1M
AAPLAPPLE INC
$272.2M
AVGOBROADCOM INC
$270.1M
NVDANVIDIA CORPORATION
$222.0M
GOOGALPHABET INC
$148.2M
ABBVABBVIE INC
$144.9M
TRVCCITIGROUP INC
$140.3M
JPMJPMORGAN CHASE & CO.
$138.8M
BXBLACKSTONE INC
$129.1M
GOOGLALPHABET INC
$127.4M
IVVISHARES TR
$124.8M
AMZNAMAZON COM INC
$123.6M
CSCOCISCO SYS INC
$121.2M
4I1PHILIP MORRIS INTL INC
$117.1M
JNJJOHNSON & JOHNSON
$108.6M
IBMINTERNATIONAL BUSINESS MACHS
$106.3M
CVXCHEVRON CORP NEW
$92.5M
VUGVANGUARD INDEX FDS
$92.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$89.9M
TJXTJX COS INC NEW
$86.4M
BA 6 10/15/27BOEING CO
$82.7M
KMIKINDER MORGAN INC DEL
$81.3M
QCOMQUALCOMM INC
$76.7M
SPHYSPDR SERIES TRUST
$75.4M
RTXRTX CORPORATION
$74.7M
ARCCARES CAPITAL CORP
$72.2M
ACNACCENTURE PLC IRELAND
$72.0M
TTTRANE TECHNOLOGIES PLC
$68.7M
BEPCBROOKFIELD RENEWABLE CORP
$67.6M
VTVVANGUARD INDEX FDS
$67.1M
DUKDUKE ENERGY CORP NEW
$67.0M
STWDSTARWOOD PPTY TR INC
$66.7M
PANWPALO ALTO NETWORKS INC
$65.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$65.3M
MCDMCDONALDS CORP
$64.4M
HONHONEYWELL INTL INC
$63.4M
PFEPFIZER INC
$62.6M
WPCWP CAREY INC
$62.2M
OKEONEOK INC NEW
$57.5M
WFCWELLS FARGO CO NEW
$57.1M
KOCOCA COLA CO
$56.5M
TXNTEXAS INSTRS INC
$56.4M
ORCLORACLE CORP
$54.5M
DGXQUEST DIAGNOSTICS INC
$54.5M
PAGPPLAINS GP HLDGS L P
$54.2M
BACVERIZON COMMUNICATIONS INC
$53.3M
OUTOUTFRONT MEDIA INC
$53.0M
SPTMSPDR SERIES TRUST
$51.9M
BMYBRISTOL-MYERS SQUIBB CO
$50.4M
STXSEAGATE TECHNOLOGY HLDNGS PL
$49.9M
HDHOME DEPOT INC
$49.9M
SPYSPDR S&P 500 ETF TR
$49.4M
MAMASTERCARD INCORPORATED
$49.2M
WMBWILLIAMS COS INC
$48.8M
SBCSABRA HEALTH CARE REIT INC
$45.1M
WSMWILLIAMS SONOMA INC
$44.4M
CATCATERPILLAR INC
$44.0M
MDTMEDTRONIC PLC
$43.7M
MTBM & T BK CORP
$41.7M
OHIOMEGA HEALTHCARE INVS INC
$41.5M
LMTLOCKHEED MARTIN CORP
$41.3M
TDTORONTO DOMINION BK ONT
$41.2M
METAMETA PLATFORMS INC
$41.0M
ULUNILEVER PLC
$40.2M
PGPROCTER AND GAMBLE CO
$39.4M
COSTCOSTCO WHSL CORP NEW
$39.4M
MCKMCKESSON CORP
$38.8M
BLKBLACKROCK INC
$37.6M
TMOTHERMO FISHER SCIENTIFIC INC
$37.5M
DIVBISHARES TR
$36.7M
VCITVANGUARD SCOTTSDALE FDS
$36.1M
VEAVANGUARD TAX-MANAGED FDS
$35.9M
IBDWISHARES TR
$35.2M
VRPINVESCO EXCH TRADED FD TR II
$34.7M
FTAIFTAI AVIATION LTD
$34.5M
PEPPEPSICO INC
$34.4M
SGOVISHARES TR
$34.0M
ETNEATON CORP PLC
$33.5M
SPIBSPDR SERIES TRUST
$33.4M
KVUEKENVUE INC
$32.9M
NEENEXTERA ENERGY INC
$32.3M
AONAON PLC
$31.9M
TMUST-MOBILE US INC
$31.4M
HSTHOST HOTELS & RESORTS INC
$31.2M
ROSTROSS STORES INC
$30.8M
CMECME GROUP INC
$30.8M
BAC 7.25 PERP LBANK AMERICA CORP
$29.9M
DEDEERE & CO
$29.8M
MOALTRIA GROUP INC
$29.8M
FISFIDELITY NATL INFORMATION SV
$29.5M
TELTE CONNECTIVITY PLC
$29.4M
PLDPROLOGIS INC.
$28.7M
TNLTRAVEL PLUS LEISURE CO
$28.6M
DYHTARGET CORP
$28.2M
CBCHUBB LIMITED
$28.2M
CASYCASEYS GEN STORES INC
$27.4M
SOSOUTHERN CO
$26.7M
VVISA INC
$26.7M
ABTABBOTT LABS
$26.3M
LTCLTC PPTYS INC
$26.3M
Page 1 of 6Next