CapWealth Advisors, LLC
- SEC CIK
- 0001531809
- Latest filing
- Jul 28, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 7, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 101
- −2 vs. Q1 2023
- Portfolio value
- $819.8M
- +$18.2M (+2.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 124,379 | $42.4M | 5.2% | −135−0.1% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| LUMNLumen Technologies, Inc. | Stock | – | $226 |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.