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Portfolio (Quarterly) Guide ↗

Advisors Capital Management, LLC

· CIK 0001345576
13F Portfolio $9.4B AUM 634 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 116 New 302 Added 187 Reduced 49 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 COMERICA INC 4,935 $429K 0.01% SOLD
22 AGG ISHARES TR 4,091 $409K 0.01% SOLD
23 NVO NOVO-NORDISK A S Healthcare 7,646 $389K 0.01% SOLD
24 FNDX SCHWAB STRATEGIC TR 13,746 $374K 0.00% SOLD
25 WDAY WORKDAY INC Technology 1,730 $372K 0.00% SOLD
26 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,638 $366K 0.00% SOLD
27 ADSK AUTODESK INC Technology 1,093 $324K 0.00% SOLD
28 BDX BECTON DICKINSON & CO Healthcare 1,623 $315K 0.00% SOLD
29 PNNT PENNANTPARK INVT CORP Financial Services 48,013 $286K 0.00% SOLD
30 TRMB TRIMBLE INC Technology 3,582 $281K 0.00% SOLD
31 MSC INCOME FUND INC 19,886 $261K 0.00% SOLD
32 TM TOYOTA MOTOR CORP Consumer Cyclical 1,207 $258K 0.00% SOLD
33 CPRT COPART INC Industrials 6,461 $253K 0.00% SOLD
34 SONY SONY GROUP CORP Technology 9,794 $251K 0.00% SOLD
35 ROP ROPER TECHNOLOGIES INC Industrials 552 $246K 0.00% SOLD
36 CRH PLC 1,879 $235K 0.00% SOLD
37 SCHM SCHWAB STRATEGIC TR 7,719 $232K 0.00% SOLD
38 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,315 $227K 0.00% SOLD
39 IDR IDAHO STRATEGIC RESOURCES Basic Materials 5,600 $226K 0.00% SOLD
40 PRF INVESCO EXCHANGE TRADED FD T 4,790 $225K 0.00% SOLD
Page 2 of 3  ·  49 positions
Sector Allocation
Technology 29.5%
Financial Services 14.0%
Healthcare 10.9%
Consumer Cyclical 8.1%
Industrials 7.9%
Consumer Defensive 7.2%
Real Estate 7.0%
Energy 6.4%
Communication Services 4.5%
Utilities 3.6%