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 $1.35B 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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNMAH | FEDERAL NATL MTG ASSN VAR PFD SER P | $76.9M | 5.71% | 8.1M | Added |
| 2 | GLW | CORNING INC COM | $59.9M | 4.45% | 440,782 | Trimmed |
| 3 | FNMAT | FEDERAL NATL MTG ASSN PFD 8.25 SR T | $58.1M | 4.31% | 5.8M | Added |
| 4 | WMB | WILLIAMS COS INC COM | $55.5M | 4.12% | 762,287 | Trimmed |
| 5 | LUMN | LUMEN TECHNOLOGIES INC COM | $48.7M | 3.62% | 7.0M | Added |
| 6 | CVX | CHEVRON CORPORATION COM | $39.4M | 2.92% | 190,403 | Trimmed |
| 7 | DOW | DOW HLDGS INC COM | $33.8M | 2.51% | 810,412 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON COM | $33.5M | 2.49% | 137,072 | Trimmed |
| 9 | GILD | GILEAD SCIENCES INC COM | $32.8M | 2.43% | 235,217 | Trimmed |
| 10 | MRK | MERCK & CO INC COM | $32.6M | 2.42% | 271,272 | Trimmed |
| 11 | GEV | GE VERNOVA INC COM | $32.3M | 2.40% | 37,044 | Trimmed |
| 12 | T | AT&T INC COM | $31.4M | 2.33% | 1.1M | Added |
| 13 | MSFT | MICROSOFT CORP COM | $29.9M | 2.22% | 80,871 | Trimmed |
| 14 | RTX | RTX CORPORATION COM | $29.7M | 2.20% | 153,709 | Trimmed |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS COM | $29.5M | 2.19% | 121,713 | Added |
| 16 | FMCKL | FEDERAL HOME LN MTG CORP 6.02 NON CM PFD | $28.5M | 2.12% | 3.0M | Added |
| 17 | GE | GE AEROSPACE COM NEW | $28.4M | 2.10% | 99,928 | Trimmed |
| 18 | DUK | DUKE ENERGY CORP NEW COM NEW | $27.4M | 2.03% | 209,080 | Trimmed |
| 19 | FNMAS | FEDERAL NATL MTG ASSN PFD8.25SER S | $26.1M | 1.94% | 2.2M | Added |
| 20 | BAC | BANK OF AMER CORP COM | $25.6M | 1.90% | 525,628 | Trimmed |
| 21 | NEE | NEXTERA ENERGY INC COM | $24.9M | 1.85% | 268,418 | Added |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $23.9M | 1.77% | 70,623 | Trimmed |
| 23 | CVS | CVS HEALTH CORP COM | $23.4M | 1.74% | 326,034 | Trimmed |
| 24 | UPS | UNITED PARCEL SVCS INC CL B | $22.6M | 1.68% | 230,181 | Added |
| 25 | FMCKJ | FEDERAL HOME LN MTG CORP PFD 8.375 NCM | $22.0M | 1.63% | 1.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31