Universe · entity
CapWealth Advisors, LLC
Institutional manager (13F) · CIK 1531809
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FEDERAL NATL MTG ASSN VAR PFD SER P | $77M | 8,141,499 |
| 2 | CORNING INC COM | $60M | 440,782 |
| 3 | FEDERAL NATL MTG ASSN PFD 8.25 SR T | $58M | 5,808,667 |
| 4 | WILLIAMS COS INC COM | $55M | 762,287 |
| 5 | LUMEN TECHNOLOGIES INC COM | $49M | 7,010,163 |
| 6 | CHEVRON CORPORATION COM | $39M | 190,403 |
| 7 | DOW HLDGS INC COM | $34M | 810,412 |
| 8 | JOHNSON & JOHNSON COM | $34M | 137,072 |
| 9 | GILEAD SCIENCES INC COM | $33M | 235,217 |
| 10 | MERCK & CO INC COM | $33M | 271,272 |
| 11 | GE VERNOVA INC COM | $32M | 37,044 |
| 12 | AT&T INC COM | $31M | 1,083,087 |
| 13 | MICROSOFT CORP COM | $30M | 80,871 |
| 14 | RTX CORPORATION COM | $30M | 153,709 |
| 15 | INTERNATIONAL BUSINESS MACHS COM | $30M | 121,713 |
| 16 | FEDERAL HOME LN MTG CORP 6.02 NON CM PFD | $28M | 2,989,859 |
| 17 | GE AEROSPACE COM NEW | $28M | 99,928 |
| 18 | DUKE ENERGY CORP NEW COM NEW | $27M | 209,080 |
| 19 | FEDERAL NATL MTG ASSN PFD8.25SER S | $26M | 2,191,526 |
| 20 | BANK OF AMER CORP COM | $26M | 525,628 |
| 21 | NEXTERA ENERGY INC COM | $25M | 268,418 |
| 22 | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $24M | 70,623 |
| 23 | CVS HEALTH CORP COM | $23M | 326,034 |
| 24 | UNITED PARCEL SVCS INC CL B | $23M | 230,181 |
| 25 | FEDERAL HOME LN MTG CORP PFD 8.375 NCM | $22M | 1,948,465 |
| 26 | D R HORTON INC COM | $21M | 156,642 |
| 27 | AMAZON COM INC COM | $21M | 101,284 |
| 28 | PALANTIR TECHNOLOGIES INC CL A | $21M | 141,405 |
| 29 | AMGEN INC COM | $20M | 57,972 |
| 30 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $20M | 42,147 |
| 31 | APPLE INC COM | $18M | 71,916 |
| 32 | FB FINL CORP COM | $18M | 343,690 |
| 33 | PEPSICO INC COM | $18M | 114,699 |
| 34 | VANECK RARE EARTH AND STRATEGIC METALS ETF | $17M | 193,153 |
| 35 | HONEYWELL INTL INC COM | $16M | 71,174 |
| 36 | UNITEDHEALTH GROUP INC COM | $16M | 59,002 |
| 37 | ALPHABET INC CAP STK CL A | $16M | 54,026 |
| 38 | CONSTELLATION ENERGY CORP COM | $15M | 55,361 |
| 39 | STARWOOD PPTY TR INC COM | $15M | 873,703 |
| 40 | COCA COLA CO COM | $14M | 190,057 |
| 41 | SONY GROUP CORP SPONSORED ADR | $13M | 618,738 |
| 42 | STRYKER CORPORATION COM | $12M | 37,475 |
| 43 | ORACLE CORP COM | $12M | 81,009 |
| 44 | HERSHEY CO COM | $12M | 56,579 |
| 45 | NVIDIA CORPORATION COM | $11M | 64,785 |
| 46 | GENERAC HLDGS INC COM | $10M | 50,448 |
| 47 | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $10M | 105,671 |
| 48 | COSTCO WHOLESALE CORPORATION COM | $9M | 9,272 |
| 49 | HOME DEPOT INC COM | $9M | 27,796 |
| 50 | FEDERAL NATL MTG ASSN PFD O VAR RATE | $8M | 436,902 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.