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Filers›Holding Co.›Advisors Capital Management, LLC
DOSSIER · 13F-HR · Q1 2026

Advisors Capital Management, LLC

's holding co. based in Boston, MA — $8.6B in tracked AUM across 566 positions as of Q1 2026.

AC
·Boston, MA·Holding Co.
CIK 0001345576 · last filed Mar 31, 2026
Total AUM
$8.6B
▲ 11.4%
vs prior
Holdings
566
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Advisors Capital Management, LLC reported $8.6B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in AAPL, AVGO, MSFT. Notable moves this quarter: MSFT INCREASED ($-61.9M); CVX INCREASED (+$37.4M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$258M1.0M3.0%
02
AVGO
BROADCOM INC
$235M760K2.7%
03
MSFT
MICROSOFT CORP
$233M630K2.7%
04
NVDA
NVIDIA CORPORATION
$212M1.2M2.5%
05
C
CITIGROUP INC
$131M1.2M1.5%
06
ABBV
ABBVIE INC
$131M602K1.5%
07
CVX
CHEVRON CORPORATION
$130M628K1.5%
08
JPM
JPMORGAN CHASE & CO
$129M438K1.5%
09
JNJ
JOHNSON & JOHNSON
$127M522K1.5%
10
PM
PHILIP MORRIS INTL INC
$127M765K1.5%

Filing history

Filing history loading…
AI Agent · grounded in Advisors
haiku-4-5 · 566 positions indexed
Sector mix
  • Tech18%
  • Financials19%
  • Health Care43%
  • Communications10%
  • Industrials6%
  • Energy9%
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