Institutional manager
Advisors Capital Management, LLC
Holds positions in 283 of the S&P 500, worth $6.17bn as reported for the quarter ended 31-mar-2026.
Positions held283of 488 index companies covered
Reported value$6.17bnS&P 500 positions only
Top ten weight31%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 283 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.0m$258mInformation TechnologyBroadcomAVGO760,338$235mInformation TechnologyMicrosoftMSFT630,113$233mInformation TechnologyAlphabet Inc. (Class A)GOOGL791,127$227mCommunication ServicesNvidiaNVDA1.2m$212mInformation TechnologyState Street CorporationSTT5.4m$208mFinancialsCitigroupC1.2m$131mFinancialsAbbVieABBV601,587$131mHealth CareChevron CorporationCVX628,058$130mEnergyJPMorgan ChaseJPM438,486$129mFinancialsJohnson & JohnsonJNJ521,526$127mHealth CarePhilip Morris InternationalPM765,353$127mConsumer StaplesCiscoCSCO1.6m$125mInformation TechnologyIBMIBM511,252$124mInformation TechnologyAmazonAMZN553,062$115mConsumer DiscretionaryKinder MorganKMI3.0m$101mEnergyTJX CompaniesTJX581,364$93mConsumer DiscretionaryBoeingBA1.3m$85mIndustrialsBlackstone Inc.BX711,265$82mFinancialsBerkshire HathawayBRK.B164,137$82mFinancialsVerizonVZ1.6m$79mCommunication ServicesDuke EnergyDUK602,263$79mUtilitiesRTX CorporationRTX394,558$76mIndustrialsTrane TechnologiesTT182,588$76mIndustrialsOneokOKE823,359$74mEnergyPfizerPFE2.6m$74mHealth CareMcDonald'sMCD221,628$69mConsumer DiscretionaryTexas InstrumentsTXN336,615$65mInformation TechnologyCoca-Cola Company (The)KO846,486$64mConsumer StaplesQuest DiagnosticsDGX327,251$64mHealth CareBristol Myers SquibbBMY1.0m$61mHealth CarePalo Alto NetworksPANW370,055$59mInformation TechnologyQualcommQCOM460,566$59mInformation TechnologyWilliams CompaniesWMB799,370$58mEnergyPepsiCoPEP339,171$53mConsumer StaplesLockheed MartinLMT85,631$52mIndustrialsCaterpillar Inc.CAT72,626$51mIndustrialsHome Depot (The)HD150,491$49mConsumer DiscretionaryWells FargoWFC606,836$48mFinancialsDow Inc.DOW1.1m$48mMaterialsCostcoCOST46,873$47mConsumer StaplesWilliams-Sonoma, Inc.WSM254,501$46mConsumer DiscretionaryMastercardMA89,105$45mFinancialsM&T BankMTB211,894$44mFinancialsSeagate TechnologySTX110,701$43mInformation TechnologyMeta PlatformsMETA75,506$43mCommunication ServicesOracle CorporationORCL284,827$42mInformation TechnologyJ.M. Smucker Company (The)SJM434,372$42mConsumer StaplesProcter & GamblePG287,886$42mConsumer StaplesMcKesson CorporationMCK47,604$41mHealth CareMedtronicMDT474,386$41mHealth CareNextEra EnergyNEE408,489$38mUtilitiesTarget CorporationTGT310,026$38mConsumer StaplesEaton CorporationETN103,990$37mIndustrialsKenvueKVUE2.1m$36mConsumer StaplesNetflixNFLX379,146$36mCommunication ServicesRoss StoresROST164,308$36mConsumer DiscretionaryAltriaMO534,672$35mConsumer StaplesBlackRockBLK35,265$34mFinancialsDeere & CompanyDE59,751$34mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.