CapWealth Advisors, LLC: 13F holdings
CIK 15318092026Q2
| Positions | 118 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 118 (+0 vs prior quarter) |
|---|
| Reported value | $1.5bn (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLW CORNING INC COM | 403,267 | $103.0m | 7.1% |
| FEDERAL NATL MTG ASSN VAR PFD SER P | 9,300,930 | $79.0m | 5.4% |
| WMB WILLIAMS COS INC COM | 759,742 | $56.5m | 3.9% |
| LUMN LUMEN TECHNOLOGIES INC COM | 7,121,417 | $54.7m | 3.8% |
| FEDERAL NATL MTG ASSN PFD 8.25 SR T | 5,835,506 | $51.3m | 3.5% |
| GEV GE VERNOVA INC COM | 33,409 | $39.3m | 2.7% |
| GE GE AEROSPACE COM NEW | 100,576 | $37.6m | 2.6% |
| CVS CVS HEALTH CORP COM | 339,602 | $35.1m | 2.4% |
| MRK MERCK & CO INC COM | 273,326 | $35.1m | 2.4% |
| IBM INTERNATIONAL BUSINESS MACHS COM | 124,362 | $35.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1531809")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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