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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 Q3 2025 · Filed October 21, 2025 · Accession 0001531809-25-000006

Total Value
$1.11B
Positions
106
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (106)

#IssuerTicker / CUSIPSharesValue% of Filing
1PALANTIR TECHNOLOGIES INC CL APLTR320,906$58.5M5.28%
2WILLIAMS COS INC COM969457100779,136$49.4M4.45%
3MICROSOFT CORP COMMSFT91,939$47.6M4.29%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A79,011$39.7M3.58%
5CORNING INC COMGLW472,518$38.8M3.49%
6INTERNATIONAL BUSINESS MACHS COMINTR119,506$33.7M3.04%
7LUMEN TECHNOLOGIES INC COMLUMN5,494,715$33.6M3.03%
8GE AEROSPACE COM NEW369604301101,460$30.5M2.75%
9TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100108,726$30.4M2.74%
10CHEVRON CORP NEW COMCVX191,708$29.8M2.68%
11GE VERNOVA INC COMGEV45,575$28.0M2.53%
12RTX CORPORATION COMRTX167,273$28.0M2.52%
13BANK AMERICA CORP COM060505104538,726$27.8M2.51%
14MERCK & CO INC COMMRK325,980$27.4M2.47%
15D R HORTON INC COM23331A109160,556$27.2M2.45%
16GILEAD SCIENCES INC COMGILD243,607$27.0M2.44%
17JOHNSON & JOHNSON COMJNJ138,978$25.8M2.32%
18DUKE ENERGY CORP NEW COM NEWDUKB207,035$25.6M2.31%
19CVS HEALTH CORP COMCVS318,909$24.0M2.17%
20ORACLE CORP COMORCL-PD80,388$22.6M2.04%
21NEXTERA ENERGY INC COMNEE-PW265,902$20.1M1.81%
22NETFLIX INC COMNFLX16,721$20.0M1.81%
23AMAZON COM INC COMAMZN88,896$19.5M1.76%
24APPLE INC COMAAPL75,322$19.2M1.73%
25FB FINL CORP COM30257X104331,752$18.5M1.67%
26DOW INC COMDOW799,056$18.3M1.65%
27CONSTELLATION ENERGY CORP COMCEG54,949$18.1M1.63%
28UNITED PARCEL SERVICE INC CL BUPS216,227$18.1M1.63%
29EQUINIX INC COMEQIX22,567$17.7M1.59%
30VERIZON COMMUNICATIONS INC COMVZ392,643$17.3M1.56%
31SONY GROUP CORP SPONSORED ADRSNEJF552,410$15.9M1.43%
32PEPSICO INC COMPEP113,041$15.9M1.43%
33UNITEDHEALTH GROUP INC COMUNH45,615$15.8M1.42%
34AT&T INC COMT-PC518,055$14.6M1.32%
35HONEYWELL INTL INC COM43851610664,700$13.6M1.23%
36ALPHABET INC CAP STK CL AGOOG52,801$12.8M1.16%
37COCA COLA CO COMKO187,248$12.4M1.12%
38STRYKER CORPORATION COMSYK30,511$11.3M1.02%
39HERSHEY CO COMHSY60,122$11.2M1.01%
40HOME DEPOT INC COMHD25,897$10.5M0.95%
41AMGEN INC COMAMGN36,664$10.3M0.93%
42COSTCO WHSL CORP NEW COM22160K10510,730$9.9M0.90%
43SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663103,250$9.5M0.85%
44TRACTOR SUPPLY CO COMTSCO161,006$9.2M0.83%
45GENERAC HLDGS INC COMGNRC52,349$8.8M0.79%
46ISHARES MSCI CHINA ETF46429B671126,194$8.3M0.75%
47INVESCO S&P 500 EQUAL WEIGHT ETFIVZ36,605$6.9M0.63%
48SCHWAB US DIVIDEND EQUITY ETF808524797246,254$6.7M0.61%
49CARRIER GLOBAL CORPORATION COMCARR107,979$6.4M0.58%
50DOCUSIGN INC COMDOCU80,364$5.8M0.52%
51WILLIAMS SONOMA INC COMWSM29,509$5.8M0.52%
52ISHARES CHINA LARGE-CAP ETF464287184121,031$5.0M0.45%
53LUMEN TECHNOLOGIES INC COMLUMN500,000$3.1M0.28%
54ISHARES CORE S&P 500 ETF4642872004,293$2.9M0.26%
55CAPITAL GROUP GROWTH ETF14020G10161,895$2.7M0.25%
56SPDR S&P 500 ETF TRUSTSPY3,501$2.3M0.21%
57HCA HEALTHCARE INC COMHCA4,537$1.9M0.17%
58SOUTHERN CO COMSOMN16,733$1.6M0.14%
59BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.5M0.14%
60DAVIS SELECT U.S. EQUITY ETF23908L20728,721$1.4M0.12%
61VANGUARD S&P 500 ETF9229083632,197$1.3M0.12%
62NVIDIA CORPORATION COMNVDA6,994$1.3M0.12%
63VERISIGN INC COMVRSN4,171$1.2M0.11%
64META PLATFORMS INC CL AMETA1,413$1.0M0.09%
65PINNACLE FINL PARTNERS INC COM72346Q10410,329$968,7570.09%
66WALMART INC COMWMT9,014$928,9460.08%
67JPMORGAN CHASE & CO. COMVYLD2,920$921,0560.08%
68CAPITAL GROUP DIVIDEND VALUE ETF14020W10621,157$889,2290.08%
69MCDONALDS CORP COMMCD2,781$845,1180.08%
70BROADCOM INC COMAVGO2,276$750,8750.07%
71ISHARES SELECT DIVIDEND ETF4642871685,211$740,4170.07%
72VANGUARD S&P 500 GROWTH ETF9219325051,663$724,1700.07%
73NOVAGOLD RES INC COM NEW66987E20670,000$616,0000.06%
74EXXON MOBIL CORP COMXOM5,301$597,6880.05%
75TESLA INC COMTSLA1,312$583,4730.05%
76REGIONS FINANCIAL CORP NEW COMRF-PF21,136$557,3560.05%
77LOWES COS INC COM5486611072,000$502,6200.05%
78ISHARES CORE S&P MID-CAP ETF4642875077,670$500,5440.05%
79GLOBAL X COPPER MINERS ETF37954Y8307,500$448,5750.04%
80ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,270$441,5150.04%
81FIRST HORIZON CORPORATION COMFHN-PH18,803$425,1360.04%
82ENERGY TRANSFER L P COM UT LTD PTNET-PI24,720$424,1950.04%
83CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10912,558$371,9680.03%
84MADISON SQUARE GRDN SPRT CORP CL A55825T1031,600$363,2000.03%
85FIFTH THIRD BANCORP COMFITBM8,093$360,5430.03%
86VANGUARD S&P 500 VALUE ETF9219327031,789$356,8520.03%
87MICRON TECHNOLOGY INC COMMU2,000$334,6400.03%
88VISA INC COM CL AV892$304,5110.03%
89CAPITAL GROUP CORE EQUITY ETF14020V1087,523$297,4590.03%
90ENCOMPASS HEALTH CORP COMEHC2,309$293,2890.03%
91ELI LILLY & CO COMLLY378$288,4140.03%
92VANECK MORNINGSTAR WIDE MOAT ETF92189F6432,785$276,0210.02%
93SPDR S&P MIDCAP 400 ETF TRUSTMDY429$255,6970.02%
94PROCTER AND GAMBLE CO COM7427181091,573$241,6910.02%
95ALTRIA GROUP INC COMMO3,557$234,9750.02%
96INVESCO RAFI US 1000 ETFIVZ5,000$226,0500.02%
97APPLIED MATLS INC COM0382221051,067$218,4580.02%
98NATIONAL HEALTH INVS INC COM63633D1042,741$217,9100.02%
99ALPHABET INC CAP STK CL CGOOG881$214,5680.02%
100GOLDMAN SACHS GROUP INC COMGSCE268$213,4220.02%
101CLOROX CO DEL COMCLX1,718$211,8290.02%
102CISCO SYS INC COMCSCO3,086$211,1440.02%
103VAIL RESORTS INC COMMTN1,370$204,9110.02%
104VANGUARD DIVIDEND APPRECIATION ETF921908844933$201,3320.02%
105CATERPILLAR INC COMCAT420$200,4030.02%
106NEXGEN ENERGY LTD COMNXE14,000$125,3000.01%