Advisors Capital Management, LLC
Top Portfolio Positions
417 positions ·
$7,217,069,240 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,015,508 | $257,725,775 | 3.57% | |
| AVGO |
Broadcom Inc.
Technology
|
760,338 | $235,332,214 | 3.26% | |
| MSFT |
Microsoft Corp
Technology
|
630,113 | $233,248,929 | 3.23% | |
| NVDA |
Nvidia Corp
Technology
|
1,216,769 | $212,204,513 | 2.94% | |
| C |
Citigroup Inc
Financial Services
|
1,158,636 | $131,400,908 | 1.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
601,587 | $130,839,156 | 1.81% | |
| CVX |
Chevron Corp
Energy
|
628,058 | $129,945,200 | 1.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
438,486 | $128,985,041 | 1.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
521,526 | $127,481,815 | 1.77% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
765,353 | $126,543,465 | 1.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WHR
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,170,500 | 318,444 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,524,921 | 312,239 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,601,693 | 300,276 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $29,657,743 | 292,425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,315,971 | 169,932 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $19,067,330 | 166,556 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,565,545 | 117,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,357,846 | 130,703 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,964,516 | 125,090 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,673,456 | 104,077 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,383,923 | 115,063 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $16,502,447 | 110,911 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,133,929 | 107,059 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,180,368 | 50,759 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,671,477 | 49,488 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $6,426,640 | 41,497 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,725,115 | 38,923 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,716,559 | 32,884 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,310,278 | 16,238 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,330,197 | 10,688 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,869,229 | 8,483 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,187,804 | 6,581 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $743,099 | 4,041 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $364,626 | 2,815 | Shares | Sole | 2020-08-18 | |
| No 13F history on record for this holder in this stock. | ||||||