Long-term investor
Advisors Capital Management, LLC @advisorscapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001345576).
Record
- Tracked since 2025-06-30 (441 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.2% · long · since 2025-06-30
- AVGO · 3.0% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- CSCO · 1.9% · long · since 2025-06-30
- GOOG · 1.6% · long · since 2025-06-30
- IVV · 1.6% · long · since 2025-06-30
- IBM · 1.6% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- JNJ · 1.4% · long · since 2025-06-30
- GOOGL · 1.4% · long · since 2025-06-30