§ 13F · FUND PROFILE
CapWealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1015.8T (13F)Positions · 103Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FNMA F PERP P | FEDERAL NATL MTG ASSN VAR PFD SER P | 8.42M | $109.5T | 3.7% | +15% |
| 2 | FNMA F PERP P | FEDERAL NATL MTG ASSN VAR PFD SER P | 8.09M | $105.2T | 3.6% | +10% |
| 3 | FNMA 8.25 PERP T | FEDERAL NATL MTG ASSN PFD 8.25 SR T | 5.84M | $81.4T | 2.8% | — |
| 4 | FNMA 8.25 PERP T | FEDERAL NATL MTG ASSN PFD 8.25 SR T | 5.80M | $81.0T | 2.8% | — |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 290K | $51.6T | 1.8% | −10% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 290K | $51.6T | 1.8% | −10% |
| 7 | LUMN | LUMEN TECHNOLOGIES INC COM | 6.20M | $48.2T | 1.6% | +13% |
| 8 | LUMN | LUMEN TECHNOLOGIES INC COM | 6.20M | $48.2T | 1.6% | +13% |
| 9 | WMB | WILLIAMS COS INC COM | 776K | $46.6T | 1.6% | ±0% |
| 10 | WMB | WILLIAMS COS INC COM | 776K | $46.6T | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPWEALTH SIGNAL
AC read
CapWealth Advisors, LLC is a Other fund managing $1015750.7 trillion in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed