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Portfolio (Quarterly) Guide ↗

Advisors Asset Management, Inc.

· CIK 0001297376
13F Portfolio $6.6B AUM 1,408 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2018 · All 1407 New 1 Added 3 Exited
Page 5 of 71  ·  1,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRS CARPENTER TECHNOLOGY CORP Industrials 25,489.0 $15.7M 0.24% NEW $616.84 -12.1%
82 VLO VALERO ENERGY CORP Energy 60,240.0 $15.7M 0.24% NEW $260.44 +33.3%
83 MYRG MYR GROUP INC Industrials 31,209.0 $15.6M 0.24% NEW $500.40 -31.9%
84 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 1,240,864.0 $15.5M 0.24% NEW $12.53 -1.6%
85 GVA GRANITE CONSTR INC Industrials 98,098.0 $15.5M 0.24% NEW $158.08 -19.0%
86 DPG DUFF & PHELPS UTLITY AND INF Financial Services 1,043,485.0 $15.5M 0.24% NEW $14.84 -0.3%
87 QCOM QUALCOMM INC Technology 83,395.0 $15.4M 0.23% NEW $184.79 -12.2%
88 ITW ILLINOIS TOOL WKS INC Industrials 56,764.0 $15.4M 0.23% NEW $270.47 +6.2%
89 VCV INVESCO CALIF VALUE MUN INCO Financial Services 1,388,219.0 $15.0M 0.23% NEW $10.79 -1.8%
90 MO ALTRIA GROUP INC Consumer Defensive 207,534.0 $14.9M 0.23% NEW $71.95 -11.1%
91 LITE LUMENTUM HLDGS INC Technology 17,361.0 $14.9M 0.23% NEW $858.06 +12.9%
92 TJX TJX COS INC NEW Consumer Cyclical 98,215.0 $14.9M 0.23% NEW $151.50 -0.4%
93 PCQ PIMCO CALIF MUN INCOME FD Financial Services 1,652,372.0 $14.8M 0.23% NEW $8.97 -2.8%
94 URI UNITED RENTALS INC Industrials 12,943.0 $14.7M 0.22% NEW $1132.89 +2.8%
95 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 1,231,476.0 $14.7M 0.22% NEW $11.90 -3.0%
96 OKE ONEOK INC NEW Energy 168,493.0 $14.6M 0.22% NEW $86.94 +9.6%
97 HQH ABRDN HEALTHCARE INVESTORS Financial Services 665,476.0 $14.6M 0.22% NEW $21.98 +7.7%
98 CCI CROWN CASTLE INC Real Estate 189,972.0 $14.4M 0.22% NEW $75.73 -1.7%
99 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 699,531.0 $14.4M 0.22% NEW $20.56 +1.7%
100 VTRS VIATRIS INC Healthcare 885,796.0 $14.1M 0.21% NEW $15.88 +2.2%
Page 5 of 71  ·  1,408 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.1%
Technology 21.0%
Industrials 15.4%
Communication Services 7.7%
Healthcare 7.4%
Consumer Cyclical 6.5%
Consumer Defensive 5.2%
Energy 5.1%
Utilities 3.7%
Basic Materials 3.4%