ADVISORS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEN | 47K | $5.89M |
 | ORLY | 44K | $4.69M |
 | COST | 43K | $39.99M |
 | TW | 43K | $4.78M |
 | ULTA | 42K | $22.89M |
 | AMCR | 41K | $334.38K |
 | WM | 41K | $8.97M |
 | CEG | 39K | $12.93M |
 | PNFP | 39K | $3.63M |
 | OMAB | 38K | $3.94M |
 | T | 36K | $1.02M |
 | F | 36K | $431.55K |
 | DCI | 35K | $2.90M |
 | BLK | 34K | $40.12M |
 | LHX | 33K | $10.16M |
 | USB | 32K | $1.57M |
 | RBC | 32K | $12.68M |
 | WMS | 32K | $4.44M |
 | GE | 32K | $9.60M |
 | URI | 32K | $30.31M |
Lennar Corporation
LEN
Shares Held
47K
Value
$5.89M
O'Reilly Automotive, Inc.
ORLY
Shares Held
44K
Value
$4.69M
Costco Wholesale Corporation
COST
Shares Held
43K
Value
$39.99M
Tradeweb Markets Inc.
TW
Shares Held
43K
Value
$4.78M
Ulta Beauty, Inc.
ULTA
Shares Held
42K
Value
$22.89M
Amcor plc
AMCR
Shares Held
41K
Value
$334.38K
Waste Management, Inc.
WM
Shares Held
41K
Value
$8.97M
Constellation Energy Corporation
CEG
Shares Held
39K
Value
$12.93M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
39K
Value
$3.63M
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
OMAB
Shares Held
38K
Value
$3.94M
AT&T Inc.
T
Shares Held
36K
Value
$1.02M
Ford Motor Company
F
Shares Held
36K
Value
$431.55K
Donaldson Company, Inc.
DCI
Shares Held
35K
Value
$2.90M
BlackRock, Inc.
BLK
Shares Held
34K
Value
$40.12M
L3Harris Technologies, Inc.
LHX
Shares Held
33K
Value
$10.16M
U.S. Bancorp
USB
Shares Held
32K
Value
$1.57M
RBC Bearings Incorporated
RBC
Shares Held
32K
Value
$12.68M
Advanced Drainage Systems, Inc.
WMS
Shares Held
32K
Value
$4.44M
GE Aerospace
GE
Shares Held
32K
Value
$9.60M
United Rentals, Inc.
URI
Shares Held
32K
Value
$30.31M