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Holdings (Monthly) Guide ↗

Advisors Capital Total Return - Equity Fund

· Neiman Funds
Monthly Holdings $319M AUM 53 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Alphabet, Inc. 02079K305 Mar 2026 48,300 $13.9M 4.37% EC
2 Microsoft Corporation 594918104 Mar 2026 32,900 $12.2M 3.84% EC
3 Apple Inc. 037833100 Mar 2026 46,800 $11.9M 3.74% EC
4 Broadcom Inc. 11135F101 Mar 2026 37,300 $11.5M 3.64% EC
5 The Williams Companies, Inc. 969457100 Mar 2026 125,000 $9.1M 2.86% EC
6 Chevron Corporation 166764100 Mar 2026 42,700 $8.8M 2.78% EC
7 JPMorgan Chase & Co. 46625H100 Mar 2026 29,000 $8.5M 2.69% EC
8 Cisco Systems, Inc. 17275R102 Mar 2026 95,000 $7.4M 2.32% EC
9 NextEra Energy, Inc. 65339F101 Mar 2026 75,600 $7.0M 2.21% EC
10 Chubb Ltd. H1467J104 Mar 2026 21,500 $7.0M 2.21% EC
11 MasterCard Incorporated 57636Q104 Mar 2026 12,900 $6.4M 2.03% EC
12 Dell Technologies, Inc. 24703L202 Mar 2026 38,800 $6.4M 2.01% EC
13 Wells Fargo & Company 949746101 Mar 2026 79,800 $6.4M 2.00% EC
14 Thermo Fisher Scientific Inc. 883556102 Mar 2026 12,900 $6.3M 2.00% EC
15 Ross Stores, Inc. 778296103 Mar 2026 29,200 $6.3M 1.99% EC
16 Costco Wholesale Corp. 22160K105 Mar 2026 6,200 $6.2M 1.95% EC
17 Oracle Corporation 68389X105 Mar 2026 41,900 $6.2M 1.94% EC
18 Honeywell International Inc. 438516106 Mar 2026 26,900 $6.1M 1.91% EC
19 International Business Machines Corporation 459200101 Mar 2026 25,000 $6.1M 1.91% EC
20 Johnson & Johnson 478160104 Mar 2026 24,700 $6.0M 1.90% EC
21 NVIDIA Corp. 67066G104 Mar 2026 34,500 $6.0M 1.89% EC
22 Meta Platforms, Inc. 30303M102 Mar 2026 10,400 $6.0M 1.87% EC
23 Lockheed Martin Corporation 539830109 Mar 2026 9,800 $5.9M 1.87% EC
24 Eaton Corporation PLC G29183103 Mar 2026 16,500 $5.9M 1.86% EC
25 Trane Technologies PLC G8994E103 Mar 2026 14,000 $5.8M 1.84% EC
26 Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class 38141W273 Mar 2026 5,806,010 $5.8M 1.83% STIV
27 McKesson Corp. 58155Q103 Mar 2026 6,500 $5.6M 1.77% EC
28 Prologis, Inc. 74340W103 Mar 2026 41,700 $5.5M 1.74% EC
29 CME Group Inc. 12572Q105 Mar 2026 18,400 $5.4M 1.71% EC
30 T-Mobile US, Inc. 872590104 Mar 2026 25,700 $5.4M 1.70% EC
31 The Home Depot, Inc. 437076102 Mar 2026 16,400 $5.4M 1.70% EC
32 Deere & Company 244199105 Mar 2026 9,200 $5.2M 1.63% EC
33 Amgen Inc. 031162100 Mar 2026 14,500 $5.1M 1.61% EC
34 BlackRock, Inc. 09247X101 Mar 2026 5,300 $5.1M 1.61% EC
35 Starbucks Corporation 855244109 Mar 2026 55,000 $4.9M 1.55% EC
36 eBay Inc. 278642103 Mar 2026 54,000 $4.9M 1.55% EC
37 Netflix, Inc. 64110L106 Mar 2026 50,000 $4.8M 1.51% EC
38 Southern Co. 842587107 Mar 2026 49,800 $4.8M 1.51% EC
39 PepsiCo, Inc. 713448108 Mar 2026 30,200 $4.7M 1.48% EC
40 Linde PLC G54950103 Mar 2026 9,400 $4.7M 1.47% EC
41 Ulta Beauty, Inc. 90384S303 Mar 2026 8,800 $4.6M 1.45% EC
42 Stryker Corporation 863667101 Mar 2026 13,400 $4.4M 1.39% EC
43 QUALCOMM Incorporated 747525103 Mar 2026 32,600 $4.2M 1.32% EC
44 Zoetis Inc. 98978V103 Mar 2026 34,300 $4.1M 1.28% EC
45 Abbott Laboratories 002824100 Mar 2026 38,800 $4.0M 1.25% EC
46 TE Connectivity Ltd. H84989104 Mar 2026 18,800 $3.9M 1.24% EC
47 Truist Financial Corporation 89832Q109 Mar 2026 85,100 $3.9M 1.23% EC
48 Berkshire Hathaway, Inc. 084670702 Mar 2026 7,900 $3.8M 1.19% EC
49 The Hershey Company 427866108 Mar 2026 18,000 $3.7M 1.18% EC
50 Salesforce, Inc 79466L302 Mar 2026 18,500 $3.5M 1.09% EC
51 Aon PLC G0403H108 Mar 2026 10,100 $3.3M 1.03% EC
52 Texas Instruments Incorporated 882508104 Mar 2026 16,400 $3.2M 1.00% EC
53 American Express Company 025816109 Mar 2026 9,000 $2.7M 0.86% EC