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Portfolio (Quarterly) Guide ↗

CapWealth Advisors, LLC

· CIK 0001531809
13F Portfolio $1.5B AUM 118 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 42 Added 28 Reduced 10 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES CORE S&P MID-CAP ETF 9,701.0 $748K 0.05% -110.0 -1.1% $77.11 -0.4%
22 COPX GLOBAL X COPPER MINERS ETF 7,425.0 $572K 0.04% -75.0 -1.0% $76.97 +22.9%
23 TSLA TESLA INC COM Consumer Cyclical 1,344.0 $565K 0.04% -10.0 -0.7% $420.60 -13.7%
24 META META PLATFORMS INC CL A Communication Services 754.0 $425K 0.03% -628.0 -45.4% $563.29 -2.4%
25 V VISA INC COM CL A Financial Services 840.0 $288K 0.02% -50.0 -5.6% $343.09 +8.1%
26 CGUS CAPITAL GROUP CORE EQUITY ETF 6,049.0 $269K 0.02% -783.0 -11.5% $44.48 +1.5%
27 NFLX NETFLIX INC. COM Communication Services 3,020.0 $216K 0.01% -2K -37.5% $71.40 +11.5%
28 EQIX EQUINIX INC COM Real Estate 200.0 $208K 0.01% -100.0 -33.3% $1042.39 +2.2%
Page 2 of 2  ·  28 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 25.7%
Healthcare 18.6%
Utilities 10.2%
Communication Services 8.8%
Industrials 8.3%
Energy 8.0%
Financial Services 6.4%
Consumer Cyclical 5.7%
Consumer Defensive 4.6%
Basic Materials 2.3%