BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 31 of 32  ·  634 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MBB ISHARES TR 2,245.0 $212K 0.00% NEW $94.55 -1.3%
602 OEF ISHARES TR 573.0 $210K 0.00% NEW $366.50 +2.8%
603 TOTALENERGIES SE 2,686.0 $209K 0.00% NEW $77.77
604 NI NISOURCE INC Utilities 4,389.0 $209K 0.00% NEW $47.55 -14.1%
605 ARGX ARGENX SE Healthcare 224.0 $208K 0.00% NEW $929.46 +8.8%
606 SNDK SANDISK CORP Technology 91.0 $207K 0.00% NEW $2277.47 -34.4%
607 KEX KIRBY CORP Industrials 1,524.0 $207K 0.00% NEW $135.97 +2.0%
608 VBK VANGUARD INDEX FDS 565.0 $207K 0.00% NEW $365.89 -3.0%
609 FANG DIAMONDBACK ENERGY INC Energy 1,171.0 $206K 0.00% NEW $175.78 +17.0%
610 DOV DOVER CORP Industrials 917.0 $206K 0.00% NEW $224.28 -9.2%
611 VBR VANGUARD INDEX FDS 843.0 $205K 0.00% -221.0 -20.8% $243.00 +2.2%
612 IJS ISHARES TR 1,498.0 $205K 0.00% NEW $136.68 +0.9%
613 IMCB ISHARES TR 2,120.0 $205K 0.00% NEW $96.56 +3.3%
614 SCI SERVICE CORP INTL Consumer Cyclical 2,684.0 $204K 0.00% +51.0 +1.9% $75.96 +10.9%
615 SRLN SSGA ACTIVE ETF TR 5,056.0 $204K 0.00% NEW $40.29 +0.9%
616 EPP ISHARES INC 3,821.0 $204K 0.00% NEW $53.26 +8.7%
617 SCHA SCHWAB STRATEGIC TR 5,612.0 $203K 0.00% NEW $36.13 -4.6%
618 IJK ISHARES TR 1,722.0 $202K 0.00% NEW $117.51 -2.7%
619 MGV VANGUARD WORLD FD 1,237.0 $202K 0.00% NEW $163.45 +3.0%
620 SAN BANCO SANTANDER SA Financial Services 14,623.0 $202K 0.00% NEW $13.80 +6.7%
Page 31 of 32  ·  634 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%