Advisors Capital Management, LLC
Top Portfolio Positions
416 positions ·
$7,138,803,213 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,015,508 | $257,725,775 | 3.61% | |
| AVGO |
Broadcom Inc.
Technology
|
760,338 | $235,332,214 | 3.30% | |
| MSFT |
Microsoft Corp
Technology
|
630,113 | $233,248,929 | 3.27% | |
| NVDA |
Nvidia Corp
Technology
|
1,216,769 | $212,204,513 | 2.97% | |
| C |
Citigroup Inc
Financial Services
|
1,158,636 | $131,400,908 | 1.84% | |
| ABBV |
AbbVie Inc.
Healthcare
|
601,587 | $130,839,156 | 1.83% | |
| CVX |
Chevron Corp
Energy
|
628,058 | $129,945,200 | 1.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
438,486 | $128,985,041 | 1.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
521,526 | $127,481,815 | 1.79% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
765,353 | $126,543,465 | 1.77% |
Portfolio Trend
Holdings in UTZ
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,962,187 | 247,751 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,580,613 | 248,614 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,126,838 | 257,353 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,196,346 | 254,689 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,022,778 | 214,686 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,268,977 | 144,890 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,505,346 | 141,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,383,879 | 143,262 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,564,893 | 139,094 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,275,708 | 694,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,247,907 | 837,521 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,220,336 | 808,089 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,348,333 | 749,747 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,905,705 | 750,675 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,124,562 | 736,726 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $9,699,553 | 701,849 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,879,262 | 668,421 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,968,781 | 625,002 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,031,284 | 352,089 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,895,009 | 316,430 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,108,507 | 286,749 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,613,894 | 254,483 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,782,950 | 211,338 | Shares | Sole | 2020-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||