Advisors Capital Management, LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$8.6B
Holdings
567
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
3.0%
02
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 50.0% (20.0k → 10.0k shares)
2.7%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 80.0% (150.0k → 30.0k shares)
2.5%
05
$C
CITIGROUP INC
Held since at least Q1 2024
1.5%
06
$ABBV
ABBVIE INC
Held since at least Q1 2024
1.5%
07
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
1.5%
08
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
1.5%
09
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
1.5%
10
$PM
PHILIP MORRIS INTL INC
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.