Top 50 CapWealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNMAH | FEDERAL NATL MTG ASSN VAR PFD SER P | 5.71% | 8.14M | $76.9M | +0.68%(+54.99K) | $12.16(-20.65%) | 2026-03-31 | |
| GLW | CORNING INC COM | 4.45% | 440.8K | $59.9M | -7.40%(-35.25K) | $20.51(+907.02%) | 2026-03-31 | |
| FNMAT | FEDERAL NATL MTG ASSN PFD 8.25 SR T | 4.31% | 5.81M | $58.1M | +0.10%(+5.53K) | $14.72(-26.35%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC COM | 4.12% | 762.3K | $55.5M | -1.73%(-13.41K) | $26.97(+180.71%) | 2026-03-31 | |
| LUMN | LUMEN TECHNOLOGIES INC COM | 3.62% | 7.01M | $48.7M | +4.63%(+310.48K) | $6.60(+42.51%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION COM | 2.92% | 190.4K | $39.4M | -0.65%(-1.25K) | $105.61(+76.13%) | 2026-03-31 | |
| DOW | DOW HLDGS INC COM | 2.51% | 810.4K | $33.8M | -0.89%(-7.25K) | $46.34(-16.19%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 2.49% | 137.1K | $33.5M | -1.82%(-2.54K) | $94.12(+144.81%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC COM | 2.43% | 235.2K | $32.8M | -3.84%(-9.39K) | $62.91(+111.50%) | 2026-03-31 | |
| MRK | MERCK & CO INC COM | 2.42% | 271.3K | $32.6M | -17.37%(-57.04K) | $57.40(+97.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.77% | +47.28% |
| Top 20 Holdings Unweighted | +15.76% | +55.14% |
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