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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COPX GLOBAL X COPPER MINERS ETF 7,425.0 $572K 0.04% -75.0 -1.0% $76.97 +22.9%
82 TSLA TESLA INC COM Consumer Cyclical 1,344.0 $565K 0.04% -10.0 -0.7% $420.60 -13.7%
83 EXXONMOBIL HOLDINGS CORP COM SHS 3,869.0 $529K 0.04% NEW $136.72
84 FITB FIFTH THIRD BANCORP COM Financial Services 9,108.0 $513K 0.04% $56.37 -2.7%
85 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,270.0 $498K 0.03% $219.43 +1.7%
86 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 24,720.0 $473K 0.03% $19.12 +10.8%
87 LOW LOWES COS INC COM Consumer Cyclical 2,000.0 $441K 0.03% $220.49 -2.0%
88 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 12,612.0 $437K 0.03% $34.62 +1.5%
89 META META PLATFORMS INC CL A Communication Services 754.0 $425K 0.03% -628.0 -45.4% $563.29 -2.4%
90 VOOV VANGUARD S&P 500 VALUE ETF 1,789.0 $392K 0.03% $219.21 +4.5%
91 CSCO CISCO SYS INC COM Technology 3,257.0 $383K 0.03% +64.0 +2.0% $117.46 -5.5%
92 MCD MCDONALDS CORP COM Consumer Cyclical 1,405.0 $380K 0.03% +123.0 +9.6% $270.31 +0.2%
93 CI THE CIGNA GROUP COM Healthcare 1,357.0 $374K 0.03% NEW $275.68 +0.7%
94 FHN FIRST HORIZON CORPORATION COM Financial Services 12,806.0 $328K 0.02% $25.64 -3.9%
95 FEDERAL NATL MTG ASSN PFD7.625SER R 37,800.0 $328K 0.02% $8.67
96 RF REGIONS FINANCIAL CORP NEW COM Financial Services 9,927.0 $300K 0.02% $30.20 +0.7%
97 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 2,786.0 $290K 0.02% $103.95 +10.1%
98 V VISA INC COM CL A Financial Services 840.0 $288K 0.02% -50.0 -5.6% $343.09 +8.1%
99 IWB ISHARES RUSSELL 1000 ETF 700.0 $287K 0.02% NEW $409.50 +2.5%
100 GS GOLDMAN SACHS GROUP INC COM Financial Services 269.0 $272K 0.02% $1011.37 +2.8%
Page 5 of 6  ·  118 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%