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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CapWealth Advisors, LLC

Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0001531809-23-000001

Total Value
$850.9M
Positions
110
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (110)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A124,006$38.3M4.50%
2CHEVRON CORP NEW COMCVX173,002$31.1M3.65%
3WILLIAMS COS INC COM969457100940,378$30.9M3.64%
4APPLE INC COMAAPL230,010$29.9M3.51%
5MICROSOFT CORP COMMSFT121,764$29.2M3.43%
6JOHNSON & JOHNSON COMJNJ157,782$27.9M3.28%
7CVS HEALTH CORP COMCVS297,046$27.7M3.25%
8BANK AMERICA CORP COM060505104807,656$26.7M3.14%
9MERCK & CO INC COMMRK231,403$25.7M3.02%
10GILEAD SCIENCES INC COMGILD283,935$24.4M2.86%
11CISCO SYS INC COMCSCO499,344$23.8M2.80%
12INTERNATIONAL BUSINESS MACHS COMINTR163,798$23.1M2.71%
13PEPSICO INC COMPEP122,264$22.1M2.60%
14STARWOOD PPTY TR INC COMSTHO1,187,000$21.8M2.56%
15RAYTHEON TECHNOLOGIES CORP COMRTX212,283$21.4M2.52%
16STARBUCKS CORP COMSBUX208,871$20.7M2.44%
17CORNING INC COMGLW629,650$20.1M2.36%
18DOW INC COMDOW391,223$19.7M2.32%
19D R HORTON INC COM23331A109215,088$19.2M2.25%
20EQUINIX INC COMEQIX28,846$18.9M2.22%
21HOME DEPOT INC COMHD49,379$15.6M1.83%
22CAMPBELL SOUP CO COMCPB269,696$15.3M1.80%
23INTEL CORP COMINTC560,962$14.8M1.74%
24HERSHEY CO COMHSY61,858$14.3M1.68%
25HONEYWELL INTL INC COM43851610665,303$14.0M1.64%
26TARGET CORP COMTGT92,108$13.7M1.61%
27GENERAL ELECTRIC CO COM NEW369604301154,805$13.0M1.52%
28TRACTOR SUPPLY CO COMTSCO52,809$11.9M1.40%
29COCA COLA CO COMKO183,779$11.7M1.37%
30STRYKER CORPORATION COMSYK45,977$11.2M1.32%
31UNITED PARCEL SERVICE INC CL BUPS64,327$11.2M1.31%
32SNAP ON INC COMSNA45,437$10.4M1.22%
33LUMEN TECHNOLOGIES INC COMLUMN1,946,626$10.2M1.19%
34DEVON ENERGY CORP NEW COM25179M103158,079$9.7M1.14%
35NETFLIX INC COMNFLX31,321$9.2M1.09%
36MASTEC INC COMMTZ102,604$8.8M1.03%
37SONY GROUP CORPORATION SPONSORED ADRSNEJF111,739$8.5M1.00%
38AMAZON COM INC COMAMZN100,891$8.5M1.00%
39VERIZON COMMUNICATIONS INC COMVZ212,825$8.4M0.99%
40COSTCO WHSL CORP NEW COM22160K10517,780$8.1M0.95%
41AMGEN INC COMAMGN29,806$7.8M0.92%
42WESTROCK CO COMWEST222,169$7.8M0.92%
43CROWN CASTLE INC COMCCI56,938$7.7M0.91%
44OAK STR HEALTH INC COM67181A107300,272$6.5M0.76%
45ULTRA CLEAN HLDGS INC COMUCTT182,654$6.1M0.71%
46TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910076,589$5.7M0.67%
47BLACKSTONE INC COMBX70,650$5.2M0.62%
48HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX833,033$5.2M0.61%
49SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66354,590$5.0M0.59%
50SCHWAB US DIVIDEND EQUITY ETF80852479765,924$5.0M0.59%
51CARRIER GLOBAL CORPORATION COMCARR104,081$4.3M0.50%
52HOSTESS BRANDS INC CL A44109J106182,574$4.1M0.48%
53PALANTIR TECHNOLOGIES INC CL APLTR534,290$3.4M0.40%
54ORGANON & CO COMMON STOCKOGN117,873$3.3M0.39%
55ISHARES SHORT TREASURY BOND ETF46428867929,036$3.2M0.38%
56DAVIS SELECT U.S. EQUITY ETF23908L20793,539$2.5M0.30%
57EXXON MOBIL CORP COMXOM20,966$2.3M0.27%
58ISHARES CORE S&P 500 ETF4642872005,976$2.3M0.27%
59GENERAC HLDGS INC COMGNRC19,284$1.9M0.23%
60CITIGROUP INC COM NEWC-PR41,851$1.9M0.22%
61INVESCO S&P 500 EQUAL WEIGHT ETFIVZ13,220$1.9M0.22%
62FIFTH THIRD BANCORP COMFITBM54,125$1.8M0.21%
63CAPITAL GROUP GROWTH ETF14020G10178,231$1.6M0.18%
64SOUTHERN CO COMSOMN20,548$1.5M0.17%
65HCA HEALTHCARE INC COMHCA5,966$1.4M0.17%
66VERISIGN INC COMVRSN5,045$1.0M0.12%
67REGIONS FINANCIAL CORP NEW COMRF-PF44,147$951,8090.11%
68BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$937,4220.11%
69BRISTOL-MYERS SQUIBB CO COMCELG-RI12,763$918,2980.11%
70ISHARES SELECT DIVIDEND ETF4642871687,508$905,4120.11%
71JPMORGAN CHASE & CO COMVYLD6,585$883,0490.10%
72MCDONALDS CORP COMMCD3,189$840,3970.10%
73SPDR S&P 500 ETF TRUSTSPY2,173$831,0200.10%
74CAPITAL GROUP DIVIDEND VALUE ETF14020W10631,943$753,5350.09%
75VANGUARD S&P 500 ETF9229083632,086$732,9870.09%
76HEXCEL CORP NEW COM42829110810,520$619,1020.07%
77VANGUARD DIVIDEND APPRECIATION ETF9219088443,942$598,5930.07%
783M CO COMMMM4,338$520,2130.06%
79FB FINL CORP COM30257X10413,873$501,3700.06%
80ABBVIE INC COMABBV3,042$491,6180.06%
81SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7399,010$423,2900.05%
82WALMART INC COMWMT2,950$418,2400.05%
83AMERICAN EXPRESS CO COMAXP2,771$409,4150.05%
84HENRY SCHEIN INC COMHSIC5,000$399,3500.05%
85LOWES COS INC COM5486611072,000$398,4800.05%
86CUMMINS INC COMCMI1,504$364,4040.04%
87ISHARES CORE S&P MID-CAP ETF4642875071,444$349,2890.04%
88UBER TECHNOLOGIES INC COMUBER13,834$342,1150.04%
89FIRST HORIZON CORPORATION COMFHN-PH13,827$338,7620.04%
90UNITEDHEALTH GROUP INC COMUNH622$329,7720.04%
91SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF8085247716,123$327,2000.04%
92VAIL RESORTS INC COMMTN1,370$326,5400.04%
93NATIONAL HEALTH INVS INC COM63633D1046,050$315,9310.04%
94CAPITAL GROUP CORE EQUITY ETF14020V10813,694$307,5670.04%
95MADISON SQUARE GRDN SPRT CORP CL A55825T1031,600$293,3280.03%
96CLOROX CO DEL COMCLX2,088$293,0090.03%
97ENCOMPASS HEALTH CORP COMEHC4,825$288,5830.03%
98CATERPILLAR INC COMCAT1,176$281,7230.03%
99ABBOTT LABS COMABLZF2,547$279,6350.03%
100CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10913,044$271,7070.03%
101I3 VERTICALS INC COM CL AIIIV10,796$262,7750.03%
102DUKE ENERGY CORP NEW COM NEWDUKB2,433$250,5750.03%
103PROCTER AND GAMBLE CO COM7427181091,646$249,4680.03%
104PINNACLE FINL PARTNERS INC COM72346Q1043,385$248,4590.03%
105SPDR S&P MIDCAP 400 ETF TRUSTMDY504$223,1660.03%
106VISA INC COM CL AV1,036$215,2390.03%
107SCHWAB U.S. LARGE-CAP ETF8085242014,680$211,3100.02%
108CONOCOPHILLIPS COMCOP1,751$206,6180.02%
109TILRAY BRANDS INC COM CL 2TLRY69,450$186,8210.02%
110AT&T INC COMT-PC10,124$186,3830.02%