CIK 1531809
CapWealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
240
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 240
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | FEDERAL NATL MTG ASSN PFD CV 5.375 | 182 | $1M+ | SH |
| — | FEDERAL NATL MTG ASSN PFD CV 5.375 | 182 | $1M+ | SH |
| MCHI | ISHARES MSCI CHINA ETF | 127K | $1M+ | SH |
| MCHI | ISHARES MSCI CHINA ETF | 127K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO COM | 152K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO COM | 152K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC COM | 52K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC COM | 52K | $1M+ | SH |
| DOCU | DOCUSIGN INC COM | 102K | $1M+ | SH |
| DOCU | DOCUSIGN INC COM | 102K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 36K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 36K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 238K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 238K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 110K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 110K | $1M+ | SH |
| — | FEDERAL HOME LN MTG CORP PFD PERP VAR | 274K | $1M+ | SH |
| — | FEDERAL HOME LN MTG CORP PFD PERP VAR | 249K | $1M+ | SH |
| — | FEDERAL NATL MTG ASSN PFD F VAR RATE | 204K | $1M+ | SH |
| — | FEDERAL NATL MTG ASSN PFD F VAR RATE | 204K | $1M+ | SH |
| — | FEDERAL HOME LN MTG CORP PFD VAR RATE | 239K | $1M+ | SH |
| — | FEDERAL HOME LN MTG CORP PFD VAR RATE | 239K | $1M+ | SH |
| FXI | ISHARES CHINA LARGE-CAP ETF | 113K | $1M+ | SH |
| FXI | ISHARES CHINA LARGE-CAP ETF | 113K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 4K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 4K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 58K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 58K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 60K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 60K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 3K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC COM | 5K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC COM | 5K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 2 | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 2 | $1M+ | SH |
| SO | SOUTHERN CO COM | 16K | $1M+ | SH |
| SO | SOUTHERN CO COM | 16K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 7K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 7K | $1M+ | SH |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | 26K | $1M+ | SH |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | 26K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| VRSN | VERISIGN INC COM | 4K | $1M+ | SH |
| VRSN | VERISIGN INC COM | 4K | $1M+ | SH |
| WMT | WALMART INC COM | 9K | $500K+ | SH |
| WMT | WALMART INC COM | 9K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 3K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 3K | $500K+ | SH |