Advisors Capital Management, LLC
•CIK: 1345576•Filing: Q4 2025
Advisors Capital Management, LLC, led by the seasoned investment strategist Michael Arone, manages $8.5 billion with a focus on growth-oriented tech and consumer staples, currently holding significant positions in MSFT, AAPL, and AVGO. Recently, the fund has made notable moves by adding SBUX and PG with substantial increases, while exiting FITBM and GSBD, reflecting a strategic pivot towards high-growth consumer and tech sectors.
Total AUM
$8.5B
QoQ Performance
+5.3%
Positions
454
Top 10 Concentration
23.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT3.5%
AAPL3.2%
AVGO3.2%
NVDA2.6%
GOOG1.7%
ABBV1.7%
TRVC1.7%
JPM1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.7%
Technology23.6%
Healthcare7.0%
Financial6.5%
Consumer4.3%
Industrial3.3%
ETF2.3%
Utilities1.6%
🚪 Exited Positionssold since Q3 2025
+333 more exited positions
Changes from Q3 2025
NEW2 new positions
↑151 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023