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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 Q2 2025 · Filed July 29, 2025 · Accession 0001531809-25-000005

Total Value
$1.02B
Positions
103
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (103)

#IssuerTicker / CUSIPSharesValue% of Filing
1PALANTIR TECHNOLOGIES INC CL APLTR409,817$55.9M5.50%
2WILLIAMS COS INC COM969457100794,624$49.9M4.91%
3MICROSOFT CORP COMMSFT92,709$46.1M4.54%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A83,205$40.4M3.98%
5INTERNATIONAL BUSINESS MACHS COMINTR129,817$38.3M3.77%
6CHEVRON CORP NEW COMCVX200,330$28.7M2.82%
7GILEAD SCIENCES INC COMGILD252,927$28.0M2.76%
8GE AEROSPACE COM NEW369604301103,706$26.7M2.63%
9NETFLIX INC COMNFLX19,815$26.5M2.61%
10BANK AMERICA CORP COM060505104552,789$26.2M2.58%
11MERCK & CO INC COMMRK325,526$25.8M2.54%
12GE VERNOVA INC COMGEV47,998$25.4M2.50%
13TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100111,785$25.3M2.49%
14CORNING INC COMGLW475,549$25.0M2.46%
15RTX CORPORATION COMRTX170,503$24.9M2.45%
16DUKE ENERGY CORP NEW COM NEWDUKB208,455$24.6M2.42%
17CVS HEALTH CORP COMCVS326,833$22.5M2.22%
18DOW INC COMDOW812,401$21.5M2.12%
19JOHNSON & JOHNSON COMJNJ138,925$21.2M2.09%
20D R HORTON INC COM23331A109160,617$20.7M2.04%
21UNITED PARCEL SERVICE INC CL BUPS197,039$19.9M1.96%
22AMAZON COM INC COMAMZN90,037$19.8M1.94%
23EQUINIX INC COMEQIX24,410$19.4M1.91%
24LUMEN TECHNOLOGIES INC COMLUMN4,390,879$19.2M1.89%
25NEXTERA ENERGY INC COMNEE-PW261,330$18.1M1.79%
26ORACLE CORP COMORCL-PD81,436$17.8M1.75%
27CONSTELLATION ENERGY CORP COMCEG54,424$17.6M1.73%
28VERIZON COMMUNICATIONS INC COMVZ396,924$17.2M1.69%
29APPLE INC COMAAPL76,606$15.7M1.55%
30PEPSICO INC COMPEP113,500$15.0M1.48%
31HONEYWELL INTL INC COM43851610663,360$14.8M1.45%
32SONY GROUP CORP SPONSORED ADRSNEJF566,520$14.7M1.45%
33COCA COLA CO COMKO186,973$13.2M1.30%
34FORTINET INC COMFTNT121,624$12.9M1.27%
35SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663136,272$12.5M1.23%
36STRYKER CORPORATION COMSYK31,053$12.3M1.21%
37HERSHEY CO COMHSY66,989$11.1M1.09%
38COSTCO WHSL CORP NEW COM22160K10510,945$10.8M1.07%
39AMGEN INC COMAMGN36,867$10.3M1.01%
40HOME DEPOT INC COMHD26,249$9.6M0.95%
41ALPHABET INC CAP STK CL AGOOG52,238$9.2M0.91%
42TRACTOR SUPPLY CO COMTSCO171,087$9.0M0.89%
43CARRIER GLOBAL CORPORATION COMCARR108,003$7.9M0.78%
44GENERAC HLDGS INC COMGNRC52,959$7.6M0.75%
45ISHARES MSCI CHINA ETF46429B671126,884$7.0M0.69%
46INVESCO S&P 500 EQUAL WEIGHT ETFIVZ36,453$6.6M0.65%
47SCHWAB US DIVIDEND EQUITY ETF808524797248,523$6.6M0.65%
48DOCUSIGN INC COMDOCU77,833$6.1M0.60%
49WILLIAMS SONOMA INC COMWSM30,277$4.9M0.49%
50ISHARES CHINA LARGE-CAP ETF464287184127,201$4.7M0.46%
51ISHARES CORE S&P 500 ETF4642872004,308$2.7M0.26%
52CAPITAL GROUP GROWTH ETF14020G10163,630$2.6M0.25%
53PINNACLE FINL PARTNERS INC COM72346Q10420,663$2.3M0.22%
54EXXON MOBIL CORP COMXOM20,830$2.2M0.22%
55SPDR S&P 500 ETF TRUSTSPY3,592$2.2M0.22%
56LUMEN TECHNOLOGIES INC COMLUMN500,000$2.2M0.22%
57HCA HEALTHCARE INC COMHCA4,827$1.8M0.18%
58BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.5M0.14%
59SOUTHERN CO COMSOMN15,801$1.5M0.14%
60DAVIS SELECT U.S. EQUITY ETF23908L20730,297$1.4M0.14%
61META PLATFORMS INC CL AMETA1,826$1.3M0.13%
62VERISIGN INC COMVRSN4,329$1.3M0.12%
63VANGUARD S&P 500 ETF9229083632,197$1.2M0.12%
64NVIDIA CORPORATION COMNVDA7,019$1.1M0.11%
65JPMORGAN CHASE & CO. COMVYLD2,937$851,4660.08%
66CAPITAL GROUP DIVIDEND VALUE ETF14020W10621,407$845,3620.08%
67MCDONALDS CORP COMMCD2,781$812,5250.08%
68WALMART INC COMWMT7,550$738,1990.07%
69VANGUARD S&P 500 GROWTH ETF9219325051,663$659,4460.06%
70ISHARES SELECT DIVIDEND ETF4642871684,731$628,3410.06%
71BROADCOM INC COMAVGO2,224$613,0460.06%
72OCCIDENTAL PETE CORP COM67459910514,255$598,8530.06%
73AT&T INC COMT-PC15,500$448,5700.04%
74LOWES COS INC COM5486611072,000$443,7400.04%
75ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,418$442,0590.04%
76ISHARES CORE S&P MID-CAP ETF4642875077,060$437,8610.04%
77SPDR S&P 500 ETF TRUSTSPY700$432,4950.04%
78FIRST HORIZON CORPORATION COMFHN-PH18,803$398,6240.04%
79FB FINL CORP COM30257X1048,602$389,6710.04%
80REGIONS FINANCIAL CORP NEW COMRF-PF15,756$370,5810.04%
81CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10912,506$339,2880.03%
82VANGUARD S&P 500 VALUE ETF9219327031,789$337,6020.03%
83GLOBAL X COPPER MINERS ETF37954Y8307,500$337,5000.03%
84MADISON SQUARE GRDN SPRT CORP CL A55825T1031,600$334,3200.03%
85VISA INC COM CL AV911$323,4510.03%
86FIFTH THIRD BANCORP COMFITBM7,709$317,0710.03%
87ENERGY TRANSFER L P COM UT LTD PTNET-PI17,425$315,9150.03%
88ELI LILLY & CO COMLLY393$306,3550.03%
89ENCOMPASS HEALTH CORP COMEHC2,309$283,1530.03%
90CAPITAL GROUP CORE EQUITY ETF14020V1087,523$277,8240.03%
91SPDR S&P MIDCAP 400 ETF TRUSTMDY471$266,8120.03%
92VANECK MORNINGSTAR WIDE MOAT ETF92189F6432,785$261,2050.03%
93INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ12,515$258,8100.03%
94UNITEDHEALTH GROUP INC COMUNH827$257,9990.03%
95PROCTER AND GAMBLE CO COM7427181091,611$256,6650.03%
96NATIONAL HEALTH INVS INC COM63633D1043,657$256,4290.03%
97MICRON TECHNOLOGY INC COMMU2,000$246,5000.02%
98VAIL RESORTS INC COMMTN1,370$215,2680.02%
99CISCO SYS INC COMCSCO3,079$213,6210.02%
100INVESCO RAFI US 1000 ETFIVZ5,000$211,3500.02%
101ALTRIA GROUP INC COMMO3,557$208,5470.02%
102CLOROX CO DEL COMCLX1,718$206,2800.02%
103NEXGEN ENERGY LTD COMNXE14,000$97,1600.01%