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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 (Amended)

CapWealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001531809-25-000007

Total Value
$1.46B
Positions
129
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (129)

#IssuerTicker / CUSIPSharesValue% of Filing
1FEDERAL NATL MTG ASSN VAR PFD SER P3135867867,343,376$96.6M6.60%
2FEDERAL NATL MTG ASSN PFD 8.25 SR T3135867376,046,737$94.9M6.49%
3PALANTIR TECHNOLOGIES INC CL APLTR320,906$58.5M4.00%
4WILLIAMS COS INC COM969457100779,136$49.4M3.37%
5MICROSOFT CORP COMMSFT91,939$47.6M3.25%
6FEDERAL HOME LN MTG CORP 6.02 NON CM PFD3134006572,985,259$43.2M2.95%
7BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A79,011$39.7M2.71%
8CORNING INC COMGLW472,518$38.8M2.65%
9FEDERAL NATL MTG ASSN PFD8.25SER S3135867522,198,409$36.5M2.49%
10INTERNATIONAL BUSINESS MACHS COMINTR119,506$33.7M2.30%
11LUMEN TECHNOLOGIES INC COMLUMN5,494,715$33.6M2.30%
12FEDERAL HOME LN MTG CORP PFD 8.375 NCM3134006242,061,419$32.2M2.20%
13GE AEROSPACE COM NEW369604301101,460$30.5M2.09%
14TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100108,726$30.4M2.08%
15CHEVRON CORP NEW COMCVX191,708$29.8M2.03%
16GE VERNOVA INC COMGEV45,575$28.0M1.92%
17RTX CORPORATION COMRTX167,273$28.0M1.91%
18BANK AMERICA CORP COM060505104538,726$27.8M1.90%
19MERCK & CO INC COMMRK325,980$27.4M1.87%
20D R HORTON INC COM23331A109160,556$27.2M1.86%
21GILEAD SCIENCES INC COMGILD243,607$27.0M1.85%
22JOHNSON & JOHNSON COMJNJ138,978$25.8M1.76%
23DUKE ENERGY CORP NEW COM NEWDUKB207,035$25.6M1.75%
24CVS HEALTH CORP COMCVS318,909$24.0M1.64%
25ORACLE CORP COMORCL-PD80,388$22.6M1.55%
26NEXTERA ENERGY INC COMNEE-PW265,902$20.1M1.37%
27NETFLIX INC COMNFLX16,721$20.0M1.37%
28AMAZON COM INC COMAMZN88,896$19.5M1.33%
29APPLE INC COMAAPL75,322$19.2M1.31%
30FB FINL CORP COM30257X104331,752$18.5M1.26%
31DOW INC COMDOW799,056$18.3M1.25%
32CONSTELLATION ENERGY CORP COMCEG54,949$18.1M1.24%
33UNITED PARCEL SERVICE INC CL BUPS216,227$18.1M1.23%
34EQUINIX INC COMEQIX22,567$17.7M1.21%
35VERIZON COMMUNICATIONS INC COMVZ392,643$17.3M1.18%
36SONY GROUP CORP SPONSORED ADRSNEJF552,410$15.9M1.09%
37PEPSICO INC COMPEP113,041$15.9M1.09%
38UNITEDHEALTH GROUP INC COMUNH45,615$15.8M1.08%
39AT&T INC COMT-PC518,055$14.6M1.00%
40HONEYWELL INTL INC COM43851610664,700$13.6M0.93%
41FEDERAL NATL MTG ASSN PFD O VAR RATE313586794434,002$12.9M0.88%
42ALPHABET INC CAP STK CL AGOOG52,801$12.8M0.88%
43COCA COLA CO COMKO187,248$12.4M0.85%
44STRYKER CORPORATION COMSYK30,511$11.3M0.77%
45HERSHEY CO COMHSY60,122$11.2M0.77%
46HOME DEPOT INC COMHD25,897$10.5M0.72%
47AMGEN INC COMAMGN36,664$10.3M0.71%
48FEDERAL NATL MTG ASSN PFD CV 5.375313586810182$10.0M0.68%
49COSTCO WHSL CORP NEW COM22160K10510,730$9.9M0.68%
50SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663103,250$9.5M0.65%
51TRACTOR SUPPLY CO COMTSCO161,006$9.2M0.63%
52GENERAC HLDGS INC COMGNRC52,349$8.8M0.60%
53ISHARES MSCI CHINA ETF46429B671126,194$8.3M0.57%
54INVESCO S&P 500 EQUAL WEIGHT ETFIVZ36,605$6.9M0.47%
55SCHWAB US DIVIDEND EQUITY ETF808524797246,254$6.7M0.46%
56CARRIER GLOBAL CORPORATION COMCARR107,979$6.4M0.44%
57FEDERAL HOME LN MTG CORP PFD PERP VAR313400715249,341$5.9M0.40%
58DOCUSIGN INC COMDOCU80,364$5.8M0.40%
59WILLIAMS SONOMA INC COMWSM29,509$5.8M0.39%
60FEDERAL HOME LN MTG CORP PFD VAR RATE313400780238,600$5.0M0.34%
61ISHARES CHINA LARGE-CAP ETF464287184121,031$5.0M0.34%
62FEDERAL NATL MTG ASSN VAR PFD SER P313586786330,298$4.3M0.30%
63FEDERAL NATL MTG ASSN PFD F VAR RATE313586703193,750$4.3M0.30%
64LUMEN TECHNOLOGIES INC COMLUMN500,000$3.1M0.21%
65ISHARES CORE S&P 500 ETF4642872004,293$2.9M0.20%
66CAPITAL GROUP GROWTH ETF14020G10161,895$2.7M0.19%
67FEDERAL HOME LN MTG CORP 6.02 NON CM PFD313400657162,590$2.4M0.16%
68SPDR S&P 500 ETF TRUSTSPY3,501$2.3M0.16%
69HCA HEALTHCARE INC COMHCA4,537$1.9M0.13%
70SOUTHERN CO COMSOMN16,733$1.6M0.11%
71BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.5M0.10%
72FEDERAL NATL MTG ASSN PFD8.25SER S31358675287,500$1.5M0.10%
73DAVIS SELECT U.S. EQUITY ETF23908L20728,721$1.4M0.09%
74VANGUARD S&P 500 ETF9229083632,197$1.3M0.09%
75NVIDIA CORPORATION COMNVDA6,994$1.3M0.09%
76FEDERAL HOME LN MTG CORP PFD 8.375 NCM31340062475,700$1.2M0.08%
77VERISIGN INC COMVRSN4,171$1.2M0.08%
78META PLATFORMS INC CL AMETA1,413$1.0M0.07%
79PINNACLE FINL PARTNERS INC COM72346Q10410,329$968,7570.07%
80WALMART INC COMWMT9,014$928,9460.06%
81JPMORGAN CHASE & CO. COMVYLD2,920$921,0560.06%
82CAPITAL GROUP DIVIDEND VALUE ETF14020W10621,157$889,2290.06%
83MCDONALDS CORP COMMCD2,781$845,1180.06%
84BROADCOM INC COMAVGO2,276$750,8750.05%
85ISHARES SELECT DIVIDEND ETF4642871685,211$740,4170.05%
86VANGUARD S&P 500 GROWTH ETF9219325051,663$724,1700.05%
87NOVAGOLD RES INC COM NEW66987E20670,000$616,0000.04%
88EXXON MOBIL CORP COMXOM5,301$597,6880.04%
89FEDERAL HOME LN MTG CORP PFD PERP VAR31340071525,000$593,5000.04%
90TESLA INC COMTSLA1,312$583,4730.04%
91FEDERAL NATL MTG ASSN PFD7.625SER R31358676037,800$561,3300.04%
92REGIONS FINANCIAL CORP NEW COMRF-PF21,136$557,3560.04%
93FEDERAL NATL MTG ASSN PFD 8.25 SR T31358673733,100$519,6700.04%
94LOWES COS INC COM5486611072,000$502,6200.03%
95ISHARES CORE S&P MID-CAP ETF4642875077,670$500,5440.03%
96GLOBAL X COPPER MINERS ETF37954Y8307,500$448,5750.03%
97FEDERAL NATL MTG ASSN PFD L 5.12531358684417,500$441,8750.03%
98ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,270$441,5150.03%
99FIRST HORIZON CORPORATION COMFHN-PH18,803$425,1360.03%
100ENERGY TRANSFER L P COM UT LTD PTNET-PI24,720$424,1950.03%
101CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10912,558$371,9680.03%
102MADISON SQUARE GRDN SPRT CORP CL A55825T1031,600$363,2000.02%
103FIFTH THIRD BANCORP COMFITBM8,093$360,5430.02%
104VANGUARD S&P 500 VALUE ETF9219327031,789$356,8520.02%
105MICRON TECHNOLOGY INC COMMU2,000$334,6400.02%
106VISA INC COM CL AV892$304,5110.02%
107FEDERAL NATL MTG ASSN PFD O VAR RATE31358679410,000$298,0000.02%
108CAPITAL GROUP CORE EQUITY ETF14020V1087,523$297,4590.02%
109ENCOMPASS HEALTH CORP COMEHC2,309$293,2890.02%
110ELI LILLY & CO COMLLY378$288,4140.02%
111VANECK MORNINGSTAR WIDE MOAT ETF92189F6432,785$276,0210.02%
112FEDERAL NATL MTG ASSN PFD 5.10 E31358660411,000$264,0000.02%
113SPDR S&P MIDCAP 400 ETF TRUSTMDY429$255,6970.02%
114PROCTER AND GAMBLE CO COM7427181091,573$241,6910.02%
115ALTRIA GROUP INC COMMO3,557$234,9750.02%
116INVESCO RAFI US 1000 ETFIVZ5,000$226,0500.02%
117APPLIED MATLS INC COM0382221051,067$218,4580.01%
118NATIONAL HEALTH INVS INC COM63633D1042,741$217,9100.01%
119ALPHABET INC CAP STK CL CGOOG881$214,5680.01%
120GOLDMAN SACHS GROUP INC COMGSCE268$213,4220.01%
121CLOROX CO DEL COMCLX1,718$211,8290.01%
122CISCO SYS INC COMCSCO3,086$211,1440.01%
123VAIL RESORTS INC COMMTN1,370$204,9110.01%
124VANGUARD DIVIDEND APPRECIATION ETF921908844933$201,3320.01%
125CATERPILLAR INC COMCAT420$200,4030.01%
126FEDERAL NATL MTG ASSN PFD6.75 SER Q31358677810,000$147,5000.01%
127FEDERAL NATL MTG ASSN PFD G VAR RATE3135868026,200$137,9500.01%
128NEXGEN ENERGY LTD COMNXE14,000$125,3000.01%
129FEDERAL NATL MTG ASSN PFD M 4.753135868362,500$63,7500.00%