CapWealth Advisors, LLC
- SEC CIK
- 0001531809
- Latest filing
- Jul 28, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 101
- +2 vs. Q1 2025
- Portfolio value
- $1.01B
- +$91.5M (+9.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 409,817 | $55.9M | 5.5% | −7,316−1.8% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.