Institutional Fund
Advisors Capital Management, LLC
Ridgewood, NJCIK 13455765 filings on record
Portfolio Value
$8.58B
Q1 2026
Holdings
566
Reported positions
New Buys
36
Opened this quarter
QoQ Change
+0.9%
from $8.50B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.0%
- Broadcom Inc2.7%
- Microsoft Corp2.7%
- Nvidia Corporation2.5%
- Citigroup Inc1.5%
- Abbvie Inc1.5%
- Other86.0%
Portfolio Holdings
566 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.02M | $257.73M | 3.0% | +14.4K | Added |
| 2 | Broadcom Inc | 760.3K | $235.33M | 2.7% | −20.1K | Reduced |
| 3 | Microsoft Corp | 630.1K | $233.25M | 2.7% | +19.9K | Added |
| 4 | Nvidia Corporation | 1.22M | $212.20M | 2.5% | +26.6K | Added |
| 5 | Citigroup Inc | 1.16M | $131.40M | 1.5% | −43.7K | Reduced |
| 6 | Abbvie Inc | 601.6K | $130.84M | 1.5% | −32.7K | Reduced |
| 7 | Chevron Corp New | 628.1K | $129.95M | 1.5% | +21.2K | Added |
| 8 | Jpmorgan Chase & Co. | 438.5K | $128.99M | 1.5% | +7.6K | Added |
| 9 | Johnson & Johnson | 521.5K | $127.48M | 1.5% | −3.4K | Reduced |
| 10 | Philip Morris Intl Inc | 765.4K | $126.54M | 1.5% | +35.2K | Added |
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