CapWealth Advisors, LLC - Portfolio overview

CapWealth Advisors, LLC has 127 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FNMAH - FEDERAL NATL MTG ASSN VAR PFD SER P, 5.62%
2. GLW - CORNING INC COM, 4.38%
3. FNMAT - FEDERAL NATL MTG ASSN PFD 8.25 SR T, 4.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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