Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CapWealth Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

CapWealth Advisors, LLC (CIK 1531809) reported $1.35B across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNMAH ($76.9M, 5.71%), GLW ($59.9M, 4.45%), FNMAT ($58.1M, 4.31%), WMB ($55.5M, 4.12%), LUMN ($48.7M, 3.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FNMAHFEDERAL NATL MTG ASSN VAR PFD SER P$76.9M5.71%8.1MAdded
2GLWCORNING INC COM$59.9M4.45%440,782Trimmed
3FNMATFEDERAL NATL MTG ASSN PFD 8.25 SR T$58.1M4.31%5.8MAdded
4WMBWILLIAMS COS INC COM$55.5M4.12%762,287Trimmed
5LUMNLUMEN TECHNOLOGIES INC COM$48.7M3.62%7.0MAdded
6CVXCHEVRON CORPORATION COM$39.4M2.92%190,403Trimmed
7DOWDOW HLDGS INC COM$33.8M2.51%810,412Trimmed
8JNJJOHNSON & JOHNSON COM$33.5M2.49%137,072Trimmed
9GILDGILEAD SCIENCES INC COM$32.8M2.43%235,217Trimmed
10MRKMERCK & CO INC COM$32.6M2.42%271,272Trimmed
11GEVGE VERNOVA INC COM$32.3M2.40%37,044Trimmed
12TAT&T INC COM$31.4M2.33%1.1MAdded
13MSFTMICROSOFT CORP COM$29.9M2.22%80,871Trimmed
14RTXRTX CORPORATION COM$29.7M2.20%153,709Trimmed
15IBMINTERNATIONAL BUSINESS MACHS COM$29.5M2.19%121,713Added
16FMCKLFEDERAL HOME LN MTG CORP 6.02 NON CM PFD$28.5M2.12%3.0MAdded
17GEGE AEROSPACE COM NEW$28.4M2.10%99,928Trimmed
18DUKDUKE ENERGY CORP NEW COM NEW$27.4M2.03%209,080Trimmed
19FNMASFEDERAL NATL MTG ASSN PFD8.25SER S$26.1M1.94%2.2MAdded
20BACBANK OF AMER CORP COM$25.6M1.90%525,628Trimmed
21NEENEXTERA ENERGY INC COM$24.9M1.85%268,418Added
22TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$23.9M1.77%70,623Trimmed
23CVSCVS HEALTH CORP COM$23.4M1.74%326,034Trimmed
24UPSUNITED PARCEL SVCS INC CL B$22.6M1.68%230,181Added
25FMCKJFEDERAL HOME LN MTG CORP PFD 8.375 NCM$22.0M1.63%1.9MTrimmed

Source: SEC Form 13F filings · as of 2026-03-31