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Advisors Capital Management, LLC

Q2 2026 13F filing

Updated 30 days ago

634 disclosed positions worth $9.4B

Portfolio value
$9.4B
Total holdings
634
New positions
86
Closed positions
18
Increased
330
Decreased
188
Turnover
16.4%
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+3.6%
Value
$304.5M
Shares
1.05M
% Port
3.22%
A

BROADCOM INC

-0.1%
Value
$287M
Shares
759.8K
% Port
3.04%
N

NVIDIA CORPORATION

+4.5%
Value
$254.4M
Shares
1.27M
% Port
2.69%
M

MICROSOFT CORP

+0.3%
Value
$235.8M
Shares
632.0K
% Port
2.50%
C

CISCO SYS INC

-3.3%
Value
$182.9M
Shares
1.56M
% Port
1.94%
G

ALPHABET INC

+0.3%
Value
$154.6M
Shares
437.6K
% Port
1.64%
E

ISHARES TR

+4.6%
Value
$149.2M
Shares
199.3K
% Port
1.58%
I
8.IBM

INTERNATIONAL BUSINESS MACHS

+3.0%
Value
$148.1M
Shares
526.6K
% Port
1.57%
J

JPMORGAN CHASE & CO

+1.4%
Value
$145.6M
Shares
444.8K
% Port
1.54%
A
10.AMZN

AMAZON COM INC

+1.5%
Value
$133.7M
Shares
561.2K
% Port
1.42%
J
11.JNJ

JOHNSON & JOHNSON

+1.0%
Value
$133.7M
Shares
526.6K
% Port
1.42%
G

ALPHABET INC

+2.5%
Value
$130M
Shares
363.8K
% Port
1.38%
A
13.ABBV

ABBVIE INC

-16.0%
Value
$127.2M
Shares
505.3K
% Port
1.35%
P
14.PANW

PALO ALTO NETWORKS INC

+0.3%
Value
$126.6M
Shares
371.2K
% Port
1.34%
P
15.PM

PHILIP MORRIS INTL INC

-11.9%
Value
$122M
Shares
674.5K
% Port
1.29%
V
16.VGES

VANGUARD INDEX FDS

+542.6%
Value
$121.3M
Shares
1.41M
% Port
1.28%
C
17.C-PR

CITIGROUP INC

-26.5%
Value
$119.2M
Shares
852.0K
% Port
1.26%
T
18.TXN

TEXAS INSTRS INC

-1.3%
Value
$99M
Shares
332.2K
% Port
1.05%
E

KINDER MORGAN INC DEL

+1.1%
Value
$97.7M
Shares
3.05M
% Port
1.03%
C
20.CVX

CHEVRON CORPORATION

-11.7%
Value
$91.9M
Shares
554.4K
% Port
0.97%
T
21.TT

TRANE TECHNOLOGIES PLC

+0.1%
Value
$89.8M
Shares
182.8K
% Port
0.95%
T
22.TJX

TJX COS INC NEW

+1.4%
Value
$89.3M
Shares
589.2K
% Port
0.95%
T

TAIWAN SEMICONDUCTOR MANUFAC

-1.1%
Value
$86.5M
Shares
181.0K
% Port
0.92%
B

BOEING CO

+2.8%
Value
$86.4M
Shares
1.28M
% Port
0.92%
S

SPDR SERIES TRUST

+6.4%
Value
$83M
Shares
3.54M
% Port
0.88%
B
26.BX

BLACKSTONE INC

-0.9%
Value
$82.9M
Shares
704.6K
% Port
0.88%
O

ORACLE CORP

+97.6%
Value
$82.5M
Shares
562.8K
% Port
0.87%
V
28.VGES

VANGUARD INDEX FDS

+3.5%
Value
$79.7M
Shares
365.5K
% Port
0.84%
D

DUKE ENERGY CORP NEW

+2.1%
Value
$77.9M
Shares
615.1K
% Port
0.82%
R
30.RTX

RTX CORPORATION

-0.6%
Value
$74.4M
Shares
392.3K
% Port
0.79%
W
31.WPC

WP CAREY INC

+1.4%
Value
$73.7M
Shares
1.03M
% Port
0.78%
O
32.OKE

ONEOK INC NEW

+2.4%
Value
$73.3M
Shares
843.4K
% Port
0.78%
C
33.CAT

CATERPILLAR INC

-5.4%
Value
$73.2M
Shares
68.7K
% Port
0.77%
P
34.PAGP

PLAINS GP HLDGS L P

+0.2%
Value
$71.4M
Shares
2.94M
% Port
0.76%
S
35.STWD

STARWOOD PPTY TR INC

+6.9%
Value
$70.1M
Shares
4.28M
% Port
0.74%
D
36.DGX

QUEST DIAGNOSTICS INC

+0.1%
Value
$69.4M
Shares
327.6K
% Port
0.73%
V
37.VZ

VERIZON COMMUNICATIONS INC

+2.3%
Value
$68.4M
Shares
1.62M
% Port
0.72%
B

BERKSHIRE HATHAWAY INC DEL

-17.4%
Value
$67.9M
Shares
135.6K
% Port
0.72%
B
39.BEPC

BROOKFIELD RENEWABLE CORP

+1.3%
Value
$67.1M
Shares
1.81M
% Port
0.71%
K
40.KO

COCA COLA CO

-2.5%
Value
$67.1M
Shares
825.1K
% Port
0.71%
N

ANNALY CAPITAL MANAGEMENT IN

+2.4%
Value
$66.8M
Shares
2.99M
% Port
0.71%
P
42.PFE

PFIZER INC

+2.8%
Value
$65.1M
Shares
2.70M
% Port
0.69%
A
43.ARCC

ARES CAPITAL CORP

-13.4%
Value
$63.1M
Shares
3.41M
% Port
0.67%
Q
44.QCOM

QUALCOMM INC

-26.7%
Value
$62.4M
Shares
337.5K
% Port
0.66%
M
45.MCD

MCDONALDS CORP

+3.1%
Value
$61.8M
Shares
228.6K
% Port
0.65%
S

SPDR SERIES TRUST

+4.7%
Value
$61.7M
Shares
679.9K
% Port
0.65%
F
47.FBTC

WILLIAMS COS INC

+0.5%
Value
$59.7M
Shares
803.0K
% Port
0.63%
V
48.VGES

VANGUARD TAX-MANAGED FDS

+23.6%
Value
$59.5M
Shares
835.7K
% Port
0.63%
C

BRISTOL-MYERS SQUIBB CO

+1.9%
Value
$59.3M
Shares
1.03M
% Port
0.63%
W
50.WSM

WILLIAMS SONOMA INC

-0.7%
Value
$58.9M
Shares
252.8K
% Port
0.62%