Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advisors Capital Management, LLC (CIK 1345576) reported $8.58B across 563 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($257.7M, 3.00%), AVGO ($235.3M, 2.74%), MSFT ($233.2M, 2.72%), NVDA ($212.2M, 2.47%), C ($131.4M, 1.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $257.7M | 3.00% | 1.0M | Added |
| 2 | AVGO | BROADCOM INC | $235.3M | 2.74% | 760,338 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $233.2M | 2.72% | 630,113 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $212.2M | 2.47% | 1.2M | Added |
| 5 | C | CITIGROUP INC | $131.4M | 1.53% | 1.2M | Trimmed |
| 6 | ABBV | ABBVIE INC | $130.8M | 1.52% | 601,587 | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $129.9M | 1.51% | 628,058 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $129.0M | 1.50% | 438,486 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $127.5M | 1.49% | 521,526 | Trimmed |
| 10 | PM | PHILIP MORRIS INTL INC | $126.5M | 1.47% | 765,353 | Added |
| 11 | CSCO | CISCO SYS INC | $124.9M | 1.46% | 1.6M | Added |
| 12 | GOOG | ALPHABET INC | $125.2M | 1.46% | 436,293 | Trimmed |
| 13 | IVV | ISHARES TR | $124.5M | 1.45% | 190,547 | Added |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $123.9M | 1.44% | 511,252 | Added |
| 15 | AMZN | AMAZON COM INC | $115.2M | 1.34% | 553,062 | Added |
| 16 | GOOGL | ALPHABET INC | $102.0M | 1.19% | 354,834 | Trimmed |
| 17 | KMI | KINDER MORGAN INC DEL | $101.3M | 1.18% | 3.0M | Added |
| 18 | VUG | VANGUARD INDEX FDS | $95.7M | 1.12% | 219,072 | Added |
| 19 | TJX | TJX COS INC NEW | $92.8M | 1.08% | 581,364 | Added |
| 20 | BX | BLACKSTONE INC | $81.8M | 0.95% | 711,265 | Trimmed |
| 21 | BA-PA | BOEING CO | $81.0M | 0.94% | 1.2M | Added |
| 22 | HON | HONEYWELL INTL INC | $79.4M | 0.93% | 351,475 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $79.3M | 0.92% | 1.6M | Added |
| 24 | DUK | DUKE ENERGY CORP NEW | $78.9M | 0.92% | 602,263 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.7M | 0.92% | 164,133 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31