CapWealth Advisors, LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$1.3B
Holdings
117
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 71%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNMA F PERP P
FEDERAL NATL MTG ASSN VAR PFD SER P
Held since at least Q1 2024
5.7%
02
$GLW
CORNING INC COM
Held since at least Q1 2024
4.4%
03
$FNMA 8.25 PERP T
FEDERAL NATL MTG ASSN PFD 8.25 SR T
Held since at least Q1 2024
4.3%
04
$WMB
WILLIAMS COS INC COM
Held since at least Q1 2024
4.1%
05
$LUMN
LUMEN TECHNOLOGIES INC COM
Held since at least Q1 2024
3.6%
06
$CHV
CHEVRON CORPORATION COM
Q4 2025: New position (6.5k shares)
2.9%
07
$DOW
DOW HLDGS INC COM
Held since at least Q1 2024
2.5%
08
$JNJ
JOHNSON & JOHNSON COM
Held since at least Q1 2024
2.5%
09
$GILD
GILEAD SCIENCES INC COM
Held since at least Q1 2024
2.4%
10
$MRK
MERCK & CO INC COM
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:19 UTC.