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CIK: 0001345576
Total reported value
$9.4B
$9.4B
567 檔
12.8%
During the Q4 2025 filing period, Advisors Capital Management, LLC (CIK: 0001345576) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.4B across 567 reported positions.
In Q4 2025, Advisors Capital Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AVGO) accounted for 12.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $40.2M
Top Position Liquidated / Trimmed
UL
前期市值: $39.5M
Showing top 200 holdings (of 567 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.22% | +2.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.22% | +3.23% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +0.30% | -6.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | +0.22% | -1.83% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.74% | +0.18% | -8.83% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.70% | -0.17% | +3.28% | |
| 7 | C | Citigroup Inc | Stock-Financials | 1.65% | -0.27% | -0.06% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | +0.04% | +1.03% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 1.52% | -0.07% | +3.15% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.19% | -2.25% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.13% | +6.34% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.08% | +3.75% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | +0.48% | +2.78% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.38% | -0.18% | +4.48% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.07% | +1.75% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.25% | +0.13% | +3.41% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.54% | +1.73% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | +0.16% | +10.98% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.20% | +2.60% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.13% | +4.11% | |
| 21 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.97% | -0.02% | +5.10% | |
| 22 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.96% | -0.15% | +4.27% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | -0.03% | +1.75% | |
| 24 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.89% | -0.03% | +5.32% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.10% | +2.26% | |
| 26 | ARCC | Ares Capital CORP | Stock-Financials | 0.85% | -0.16% | +13.48% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.85% | -0.05% | -4.09% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.81% | +0.06% | +2.49% | |
| 29 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.80% | -0.12% | -1.37% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.03% | +5.37% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.79% | -0.10% | +5.52% | |
| 32 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.78% | -0.06% | +157.31% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.77% | +0.65% | +2.66% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.20% | -7.87% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.15% | +5.58% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.93% | EXIT | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.74% | -0.17% | +4.19% | |
| 38 | WPC | Wp Carey Inc | Stock-Real Estate | 0.73% | -0.03% | +5.67% | |
| 39 | OKE | Oneok Inc | Stock-Energy | 0.68% | -0.09% | +3.02% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.01% | +2.60% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.04% | +6.72% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.29% | -2.34% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.64% | +0.38% | -0.20% | |
| 44 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.64% | -0.01% | +5.44% | |
| 45 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.64% | -0.07% | +6.12% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.20% | +55.10% | |
| 47 | OUT | Outfront Media Inc | Stock-Other | 0.62% | +0.08% | +0.02% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.61% | +0.05% | +5.20% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.59% | -0.08% | +2.30% | |
| 50 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.59% | +0.10% | -7.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STWD | Starwood Property Trust Inc | +0.4% | +157.31% | Add |
| 2 | PG | Procter & Gamble Co/the | +0.4% | +1211.59% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +224.54% | Add |
| 4 | DIVB | Ishares Core Dividend ETF | +0.4% | +536.88% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.25% | Trim |
| 6 | SBUX | Starbucks CORP | +0.2% | +1607.18% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -8.83% | Trim |
| 8 | VZ | Verizon Communications Inc | +0.2% | +55.10% | Add |
| 9 | HSY | Hershey Co/the | +0.2% | +1574.13% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +3.23% | Add |
| 11 | C | Citigroup Inc | +0.1% | -0.06% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +2.78% | Add |
| 13 | OUT | Outfront Media Inc | +0.1% | +0.02% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +1.75% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +2.30% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +10.98% | Add |
| 17 | ARCC | Ares Capital CORP | +0.1% | +13.48% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | -0.27% | Trim |
| 19 | TD | Toronto-dominion Bank | +0.1% | +2.72% | Add |
| 20 | KVUE | Kenvue Inc | +0.1% | +17.82% | Add |
| 21 | DLN | Wisdomtree US Largecap Divid | +0.1% | +250.97% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +3.75% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.34% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +4.11% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +2.26% | Add |
| 26 | WFC | Wells Fargo & Co | +0.1% | +2.60% | Add |
| 27 | TGT | Target CORP | +0.1% | +14.02% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | +3.41% | Add |
| 29 | KO | Coca-cola Co/the | 0% | +6.72% | Add |
| 30 | BEPC | Brookfield Renewable CORP | 0% | -1.37% | Trim |
| 31 | PAGP | Plains Gp Holdings Lp-cl A | 0% | +6.12% | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | +27.34% | Add |
| 33 | VLTO | Veralto CORP | -0.1% | -92.11% | Trim |
| 34 | SJM | Jm Smucker Co/the | -0.1% | -9.20% | Trim |
| 35 | HON | Honeywell International Inc | -0.1% | -0.41% | Trim |
| 36 | ZTS | Zoetis Inc | -0.1% | -37.81% | Trim |
| 37 | HD | Home Depot Inc | -0.1% | +0.21% | Add |
| 38 | POOL | Pool CORP | -0.2% | -49.94% | Trim |
| 39 | BX | Blackstone Inc | -0.2% | +3.15% | Add |
| 40 | CL | Colgate-palmolive Co | -0.2% | -93.01% | Trim |
| 41 | AVGO | Broadcom Inc | -0.2% | -6.84% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.3% | -44.50% | Trim |
| 43 | ORCL | Oracle CORP | -0.3% | -0.20% | Trim |
| 44 | MSFT | Microsoft CORP | -0.3% | +2.73% | Add |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.5% | -52.14% | Trim |
| 46 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 47 | UL | Unilever PLC | — | EXIT | Sold out |
| 48 | EBAY | Ebay Inc | — | NEW | New buy |
| 49 | GSBD | Goldman Sachs Bdc Inc | — | EXIT | Sold out |
| 50 | FHLC | Fidelity Msci Health Care | — | NEW | New buy |
According to official SEC Form 13F filings, Advisors Capital Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 567 disclosed positions in Q4 2025.
During Q4 2025, Advisors Capital Management, LLC's top holdings by market value included MSFT (3.5%)、AAPL (3.2%)、AVGO (3.2%). The largest single position, MSFT, represented 3.5% of total portfolio value.
In Q4 2025, Advisors Capital Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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