
ADVISORS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AYI | 863 | $297.24K |
![]() | UTHR | 845 | $354.23K |
![]() | RACE | 818 | $396.93K |
![]() | CMI | 792 | $334.78K |
![]() | AJG | 770 | $238.80K |
![]() | GWW | 730 | $696.35K |
![]() | CACI | 719 | $358.62K |
![]() | ROP | 656 | $327.40K |
![]() | CSL | 647 | $213.01K |
![]() | TDY | 599 | $351.04K |
![]() | EQIX | 594 | $465.78K |
![]() | SPOT | 576 | $402.08K |
![]() | MCO | 491 | $234.29K |
![]() | CW | 468 | $254.22K |
![]() | EME | 435 | $282.64K |
![]() | LII | 408 | $216.45K |
![]() | AXON | 342 | $246.01K |
![]() | TDG | 298 | $392.88K |
![]() | MKL | 157 | $300.08K |
![]() | BKNG | 103 | $558.83K |

Acuity Brands, Inc.
AYI
Shares Held
863
Value
$297.24K

United Therapeutics Corporation
UTHR
Shares Held
845
Value
$354.23K

Ferrari N.V.
RACE
Shares Held
818
Value
$396.93K

Cummins Inc.
CMI
Shares Held
792
Value
$334.78K

Arthur J. Gallagher & Co.
AJG
Shares Held
770
Value
$238.80K

W.W. Grainger, Inc.
GWW
Shares Held
730
Value
$696.35K

CACI International Inc
CACI
Shares Held
719
Value
$358.62K

Roper Technologies, Inc.
ROP
Shares Held
656
Value
$327.40K

Carlisle Companies Incorporated
CSL
Shares Held
647
Value
$213.01K

Teledyne Technologies Incorporated
TDY
Shares Held
599
Value
$351.04K

Equinix, Inc.
EQIX
Shares Held
594
Value
$465.78K

Spotify Technology S.A.
SPOT
Shares Held
576
Value
$402.08K

Moody's Corporation
MCO
Shares Held
491
Value
$234.29K

Curtiss-Wright Corporation
CW
Shares Held
468
Value
$254.22K

EMCOR Group, Inc.
EME
Shares Held
435
Value
$282.64K

Lennox International Inc.
LII
Shares Held
408
Value
$216.45K

Axon Enterprise, Inc.
AXON
Shares Held
342
Value
$246.01K

TransDigm Group Incorporated
TDG
Shares Held
298
Value
$392.88K

Markel Corporation
MKL
Shares Held
157
Value
$300.08K

Booking Holdings Inc.
BKNG
Shares Held
103
Value
$558.83K
