Institutional Manager · CIK 0001531809
CapWealth Advisors, LLC
FRANKLIN, TN · File #028-14625
Latest AUM
$1.47B
Positions
121
Top-10 Concentration
40.4%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025122 pos · $1.45B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025121 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Dec 2025121 pos · $1.47B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025129 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Sep 2025106 pos · $1.11B
- 13F HOLDINGS REPORTQ/E Jun 2025103 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Mar 2025100 pos · $923.6M
- 13F HOLDINGS REPORTQ/E Dec 2024102 pos · $912.3M
- 13F HOLDINGS REPORTQ/E Sep 2024109 pos · $919.5M
- 13F HOLDINGS REPORTQ/E Jun 202499 pos · $791.6M
- 13F HOLDINGS REPORTQ/E Mar 202497 pos · $890.9M
- 13F HOLDINGS REPORTQ/E Dec 2023105 pos · $779.3M
- 13F HOLDINGS REPORTQ/E Sep 2023102 pos · $819.8M
- 13F HOLDINGS REPORTQ/E Jun 2023103 pos · $801.7M
- 13F HOLDINGS REPORTQ/E Mar 2023110 pos · $850.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | FEDERAL NATL MTG ASSN VAR PFD SER P | 313586786 | 7,343,376 | $96.6M | 7.25% |
| 2 | FEDERAL NATL MTG ASSN PFD 8.25 SR T | 313586737 | 6,046,737 | $94.9M | 7.13% |
| 3 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 320,906 | $58.5M | 4.39% |
| 4 | WILLIAMS COS INC COM | 969457100 | 779,136 | $49.4M | 3.70% |
| 5 | MICROSOFT CORP COM | MSFT | 91,939 | $47.6M | 3.57% |
| 6 | FEDERAL HOME LN MTG CORP 6.02 NON CM PFD | 313400657 | 2,985,259 | $43.2M | 3.24% |
| 7 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 79,011 | $39.7M | 2.98% |
| 8 | CORNING INC COM | GLW | 472,518 | $38.8M | 2.91% |
| 9 | FEDERAL NATL MTG ASSN PFD8.25SER S | 313586752 | 2,198,409 | $36.5M | 2.74% |
| 10 | INTERNATIONAL BUSINESS MACHS COM | INTR | 119,506 | $33.7M | 2.53% |
| 11 | LUMEN TECHNOLOGIES INC COM | LUMN | 5,494,715 | $33.6M | 2.52% |
| 12 | FEDERAL HOME LN MTG CORP PFD 8.375 NCM | 313400624 | 2,061,419 | $32.2M | 2.42% |
| 13 | GE AEROSPACE COM NEW | 369604301 | 101,460 | $30.5M | 2.29% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | 108,726 | $30.4M | 2.28% |
| 15 | CHEVRON CORP NEW COM | CVX | 191,708 | $29.8M | 2.23% |
| 16 | GE VERNOVA INC COM | GEV | 45,575 | $28.0M | 2.10% |
| 17 | RTX CORPORATION COM | RTX | 167,273 | $28.0M | 2.10% |
| 18 | BANK AMERICA CORP COM | 060505104 | 538,726 | $27.8M | 2.09% |
| 19 | MERCK & CO INC COM | MRK | 325,980 | $27.4M | 2.05% |
| 20 | D R HORTON INC COM | 23331A109 | 160,556 | $27.2M | 2.04% |