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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FANG DIAMONDBACK ENERGY INC Energy 1,171.0 $206K 0.00% NEW $175.78 +17.0%
102 DOV DOVER CORP Industrials 917.0 $206K 0.00% NEW $224.28 -9.2%
103 IJS ISHARES TR 1,498.0 $205K 0.00% NEW $136.68 +0.9%
104 IMCB ISHARES TR 2,120.0 $205K 0.00% NEW $96.56 +3.3%
105 SRLN SSGA ACTIVE ETF TR 5,056.0 $204K 0.00% NEW $40.29 +0.9%
106 EPP ISHARES INC 3,821.0 $204K 0.00% NEW $53.26 +8.7%
107 SCHA SCHWAB STRATEGIC TR 5,612.0 $203K 0.00% NEW $36.13 -4.6%
108 IJK ISHARES TR 1,722.0 $202K 0.00% NEW $117.51 -2.7%
109 MGV VANGUARD WORLD FD 1,237.0 $202K 0.00% NEW $163.45 +3.0%
110 SAN BANCO SANTANDER SA Financial Services 14,623.0 $202K 0.00% NEW $13.80 +6.7%
111 EIX EDISON INTL Utilities 2,706.0 $202K 0.00% NEW $74.47 -0.7%
112 GBIL GOLDMAN SACHS ETF TR 2,000.0 $200K 0.00% NEW $100.16 -0.0%
113 BETA BETA TECHNOLOGIES INC Industrials 11,894.0 $199K 0.00% NEW $16.75 +42.3%
114 SMR NUSCALE PWR CORP Utilities 19,700.0 $198K 0.00% NEW $10.03 -9.8%
115 ACHR ARCHER AVIATION INC Industrials 35,242.0 $167K 0.00% NEW $4.73 +28.3%
116 ALLO ALLOGENE THERAPEUTICS INC Healthcare 11,002.0 $23K NEW $2.08 -2.4%
Page 6 of 6  ·  116 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
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%