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Portfolio (Quarterly) Guide ↗

Advisors Capital Management, LLC

· CIK 0001345576
13F Portfolio $8.5B AUM 567 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 55 New 312 Added 135 Reduced 24 Exited
Page 15 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SAP SAP SE Technology 7,450.0 $1.8M 0.02% +532.0 +7.7% $242.91 -27.6%
282 GS GOLDMAN SACHS GROUP INC Financial Services 1,949.0 $1.7M 0.02% +883.0 +82.8% $879.20 +13.4%
283 ADBE ADOBE INC Technology 4,689.0 $1.6M 0.02% -582.0 -11.0% $350.05 -30.1%
284 IETC ISHARES U S ETF TR 15,932.0 $1.6M 0.02% +984.0 +6.6% $101.60 +6.7%
285 QUAL ISHARES TR 8,081.0 $1.6M 0.02% +2K +30.7% $198.64 +7.9%
286 VDC VANGUARD WORLD FD 7,100.0 $1.5M 0.02% +83.0 +1.2% $211.26 +8.7%
287 SCHI SCHWAB STRATEGIC TR 64,184.0 $1.5M 0.02% +2K +4.0% $22.97 -2.0%
288 VRSK VERISK ANALYTICS INC Industrials 6,419.0 $1.4M 0.02% -336.0 -5.0% $223.72 -23.5%
289 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,338.0 $1.4M 0.02% -81.0 -1.8% $328.61 -21.7%
290 XLK SELECT SECTOR SPDR TR 9,874.0 $1.4M 0.02% +5K +121.2% $143.98 +25.3%
291 UNP UNION PAC CORP Industrials 6,122.0 $1.4M 0.02% +1K +30.8% $231.34 +14.9%
292 SJNK SPDR SERIES TRUST 54,914.0 $1.4M 0.02% -9K -14.5% $25.32 -1.1%
293 IWD ISHARES TR 6,474.0 $1.4M 0.02% +879.0 +15.7% $210.37 +12.3%
294 IWM ISHARES TR 5,426.0 $1.3M 0.02% +1K +23.9% $246.18 +15.8%
295 PFFD GLOBAL X FDS 69,736.0 $1.3M 0.02% +1K +1.6% $18.91 -0.5%
296 ESGU ISHARES TR 8,804.0 $1.3M 0.01% NEW $148.98 +9.2%
297 VV VANGUARD INDEX FDS 4,159.0 $1.3M 0.01% +314.0 +8.2% $314.85 +9.0%
298 ASML ASML HOLDING N V Technology 1,222.0 $1.3M 0.01% $1070.17 +52.6%
299 BIZD VANECK ETF TRUST 92,095.0 $1.3M 0.01% NEW $14.18 -12.7%
300 ACWI ISHARES TR 8,915.0 $1.3M 0.01% +7K +496.3% $141.49 +10.2%
Page 15 of 29  ·  567 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 27.7%
Financial Services 16.1%
Healthcare 10.9%
Consumer Cyclical 8.2%
Industrials 7.8%
Consumer Defensive 6.6%
Real Estate 6.2%
Communication Services 6.1%
Energy 5.7%
Utilities 3.5%