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Portfolio (Quarterly) Guide ↗

CapWealth Advisors, LLC

· CIK 0001531809
13F Portfolio $1.3B AUM 118 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 23 Added 56 Reduced 5 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES CORE S&P MID-CAP ETF 9,811.0 $663K 0.05% -285.0 -2.8% $67.53 +10.1%
42 XOM EXXON MOBIL CORP COM Energy 3,869.0 $656K 0.05% -1K -27.5% $169.66 -11.7%
43 TSLA TESLA INC COM Consumer Cyclical 1,354.0 $503K 0.04% -51.0 -3.6% $371.75 +18.5%
44 NFLX NETFLIX INC. COM Communication Services 4,830.0 $464K 0.03% -147K -96.8% $96.15 -9.2%
45 MCD MCDONALDS CORP COM Consumer Cyclical 1,282.0 $398K 0.03% -2K -54.1% $310.79 -9.6%
46 MU MICRON TECHNOLOGY INC COM Technology 1,045.0 $353K 0.03% -955.0 -47.8% $337.84 +174.8%
47 AMAT APPLIED MATLS INC COM Technology 879.0 $300K 0.02% -188.0 -17.6% $341.79 +31.1%
48 EQIX EQUINIX INC COM Real Estate 300.0 $294K 0.02% -20K -98.5% $980.24 +9.2%
49 FHN FIRST HORIZON CORPORATION COM Financial Services 12,806.0 $291K 0.02% -6K -31.9% $22.76 +6.3%
50 V VISA INC COM CL A Financial Services 890.0 $269K 0.02% -22.0 -2.4% $302.24 +8.4%
51 CGUS CAPITAL GROUP CORE EQUITY ETF 6,832.0 $262K 0.02% -691.0 -9.2% $38.42 +14.3%
52 RF REGIONS FINANCIAL CORP NEW COM Financial Services 9,927.0 $259K 0.02% -11K -53.3% $26.12 +7.5%
53 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 5,293.0 $240K 0.02% -147K -96.5% $45.30 -32.3%
54 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,573.0 $227K 0.02% -16.0 -1.0% $144.44 +2.1%
55 VZ VERIZON COMMUNICATIONS INC COM Communication Services 4,512.0 $227K 0.02% -332K -98.7% $50.20 -3.9%
56 FEDERAL NATL MTG ASSN PFD6.75 SER Q 5,000.0 $48K 0.00% -5K -50.0% $9.60
Page 3 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.0%
Healthcare 17.7%
Industrials 11.0%
Utilities 9.9%
Communication Services 9.5%
Energy 9.4%
Consumer Defensive 5.4%
Consumer Cyclical 5.2%
Financial Services 4.7%
Basic Materials 3.8%