Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CapWealth Advisors, LLC (CIK 1531809) reported $1.46B across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLW ($103.0M, 7.07%), FNMAH ($79.0M, 5.42%), WMB ($56.5M, 3.88%), LUMN ($54.7M, 3.75%), FNMAT ($51.3M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC COM | $103.0M | 7.07% | 403,267 | Trimmed |
| 2 | FNMAH | FEDERAL NATL MTG ASSN VAR PFD SER P | $79.0M | 5.42% | 9.3M | Added |
| 3 | WMB | WILLIAMS COS INC COM | $56.5M | 3.88% | 759,742 | Trimmed |
| 4 | LUMN | LUMEN TECHNOLOGIES INC COM | $54.7M | 3.75% | 7.1M | Added |
| 5 | FNMAT | FEDERAL NATL MTG ASSN PFD 8.25 SR T | $51.3M | 3.52% | 5.8M | Added |
| 6 | GEV | GE VERNOVA INC COM | $39.3M | 2.69% | 33,409 | Trimmed |
| 7 | GE | GE AEROSPACE COM NEW | $37.6M | 2.58% | 100,576 | Added |
| 8 | MRK | MERCK & CO INC COM | $35.1M | 2.41% | 273,326 | Added |
| 9 | CVS | CVS HEALTH CORP COM | $35.1M | 2.41% | 339,602 | Added |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS COM | $35.0M | 2.40% | 124,362 | Added |
| 11 | JNJ | JOHNSON & JOHNSON COM | $34.8M | 2.39% | 137,077 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $33.1M | 2.27% | 69,262 | Trimmed |
| 13 | CVX | CHEVRON CORPORATION COM | $31.8M | 2.18% | 191,746 | Added |
| 14 | NEE | NEXTERA ENERGY INC COM | $31.2M | 2.14% | 356,042 | Added |
| 15 | MSFT | MICROSOFT CORP COM | $30.9M | 2.12% | 82,728 | Added |
| 16 | BAC | BANK OF AMER CORP COM | $29.8M | 2.04% | 522,695 | Trimmed |
| 17 | MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | $29.7M | 2.04% | 611,336 | New |
| 18 | GILD | GILEAD SCIENCES INC COM | $29.5M | 2.03% | 233,781 | Trimmed |
| 19 | RTX | RTX CORPORATION COM | $29.3M | 2.01% | 154,255 | Added |
| 20 | DUK | DUKE ENERGY CORP NEW COM NEW | $27.1M | 1.86% | 213,853 | Added |
| 21 | FMCKL | FEDERAL HOME LN MTG CORP 6.02 NON CM PFD | $26.1M | 1.79% | 3.0M | Added |
| 22 | DHI | D R HORTON INC COM | $26.0M | 1.78% | 159,409 | Added |
| 23 | UPS | UNITED PARCEL SVCS INC CL B | $25.2M | 1.73% | 234,774 | Added |
| 24 | AMZN | AMAZON COM INC COM | $24.6M | 1.69% | 103,281 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC COM | $24.7M | 1.69% | 59,372 | Added |
Source: SEC Form 13F filings · as of 2026-06-30