Advisors Capital Management, LLC
RIA/Wealth
Advisors Capital Management, LLC is a RIA/Wealth based in Ridgewood, NJ led by Charles Lieberman, reporting $9.5B in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).
CIOCharles Lieberman
- Portfolio Value
- $8.0B
- Positions
- 535
- Top Holding
- MSFT at 3.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Advisors Capital Management, LLC's portfolio (23% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $307.7M | 3.86% | +$5.2M Bought | 0.01% 594.0K shares | |
Semiconductors Technology | $276.4M | 3.47% | -$28.3M Sold | 0.02% 837.8K shares | |
Consumer Electronics Technology | $246.9M | 3.10% | +$3.9M Bought | 0.01% 969.8K shares | |
Semiconductors Technology | $226.2M | 2.84% | +$5.9M Bought | 0.00% 1.2M shares | |
Drug Manufacturers - General Healthcare | $142.2M | 1.78% | +$5.3M Bought | 0.03% 614.1K shares | |
Asset Management Financial Services | $138.7M | 1.74% | +$2.1M Bought | 0.10% 811.9K shares | |
Banks - Diversified Financial Services | $134.5M | 1.69% | +$1.1M Bought | 0.02% 426.5K shares | |
Internet Content & Information Communication Services | $126.1M | 1.58% | -$3.7M Sold | 0.00% 517.9K shares | |
Banks - Diversified Financial Services | $122.1M | 1.53% | +$752.0K Bought | 0.07% 1.2M shares | |
ETF ETF | $114.7M | 1.44% | +$8.9M Bought | — 171.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Advisors Capital Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Advisors Capital Management, LLC
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