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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 29 of 29  ·  567 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FTCA PUTNAM ETF TRUST 25,460.0 $186K 0.00% NEW $7.32 -0.7%
562 FSK FS KKR CAP CORP Financial Services 10,297.0 $152K 0.00% $14.81 -26.2%
563 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 24,794.0 $142K 0.00% NEW $5.72 +9.2%
564 COUR COURSERA INC Consumer Defensive 16,773.0 $123K 0.00% $7.36 -28.8%
565 GNT GAMCO NAT RES GOLD & INCOME Financial Services 16,159.0 $120K 0.00% $7.45 +8.9%
566 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 20,807.0 $107K 0.00% $5.16 +0.8%
567 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 23,000.0 $51K 0.00% $2.21 +8.6%
Page 29 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%