13F
中
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CapWealth Advisors, LLC

13F equity value
$1.3B
Positions
118
Top 10 concentration
35.0%
Quarters / total new picks
28 / 116
13F equity value over time
$0M$736M$1B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +3.5% per quarter — versus +3.8% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.06, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.2%
t-stat
-0.06
Quarterly win rate
50%
Annualized excess
-3.2%
$1 → follow vs universe
$2.08 vs $2.55
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120180930: universe 0.96320181231: universe 0.95320190331: universe 0.93720190630: universe 1.00720190930: universe 1.08320200331: universe 1.30520200630: universe 1.44220200930: universe 1.76820210331: universe 1.78420210630: universe 1.92720210930: universe 1.73020211231: universe 1.47220220331: universe 1.58020220630: universe 1.46420220930: universe 1.57320221231: universe 1.46120230331: universe 1.53920230630: universe 1.48420230930: universe 1.68420231231: universe 1.76020240331: universe 1.79920240630: universe 1.96320240930: universe 1.94620250331: universe 2.12120250630: universe 2.18820250930: universe 2.46020251231: universe 2.545 20180630: follow 0.99920180930: follow 1.11820181231: follow 0.90620190331: follow 0.86720190630: follow 1.01720190930: follow 1.10020200331: follow 1.23620200630: follow 1.30520200930: follow 1.34820210331: follow 1.44320210630: follow 1.50020210930: follow 1.46520211231: follow 1.29420220331: follow 1.33420220630: follow 1.15620220930: follow 1.29620221231: follow 1.27020230331: follow 1.25320230630: follow 1.14920230930: follow 1.26020231231: follow 1.45320240331: follow 1.44920240630: follow 1.84920240930: follow 1.90320250331: follow 1.79320250630: follow 2.31520250930: follow 2.92320251231: follow 2.084 0.80 1.98 3.16 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 118 · 2026 Q1

Ticker Value Weight QoQ
GLW $60M
4.5%
TRIM
WMB $55M
4.1%
HOLD
LUMN $49M
3.6%
ADD
CVX $39M
2.9%
HOLD
DOW $34M
2.5%
HOLD
JNJ $34M
2.5%
HOLD
GILD $33M
2.4%
TRIM
MRK $33M
2.4%
TRIM
GEV $32M
2.4%
TRIM
T $31M
2.3%
ADD
MSFT $30M
2.2%
TRIM
RTX $30M
2.2%
TRIM
IBM $30M
2.2%
HOLD
GE $28M
2.1%
HOLD
DUK $27M
2.0%
HOLD
BAC $26M
1.9%
TRIM
NEE $25M
1.8%
HOLD
TSM $24M
1.8%
TRIM
CVS $23M
1.7%
HOLD
UPS $23M
1.7%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

EWJHBANSTWD

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.