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 (431 days), 47 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.3% · 6 months +7.5% · 1 year +14.3% · all +14.3%
  • Max drawdown -1.4% · Sharpe 1.03 · 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
  • 02079K107 · 1.6% · long · since 2025-06-30
  • 464287200 · 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

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