Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Wealth Planning, LLC (CIK 1566728) reported $20.02B across 154 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CAT ($1.28B, 6.37%), AAPL ($1.03B, 5.17%), GS ($1.03B, 5.12%), MSFT ($968.5M, 4.84%), JPM ($943.5M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $1.28B | 6.37% | 1.2M | Added |
| 2 | AAPL | APPLE INC | $1.03B | 5.17% | 3.6M | Added |
| 3 | GS | GOLDMAN SACHS GROUP INC | $1.03B | 5.12% | 1.0M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $968.5M | 4.84% | 2.6M | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $943.5M | 4.71% | 2.9M | Added |
| 6 | AXP | AMERICAN EXPRESS CO | $814.3M | 4.07% | 2.4M | Trimmed |
| 7 | AMGN | AMGEN INC | $736.5M | 3.68% | 2.0M | Added |
| 8 | TJX | TJX COS INC NEW | $728.5M | 3.64% | 4.8M | Added |
| 9 | CME | CME GROUP INC | $711.7M | 3.55% | 3.2M | Added |
| 10 | CVX | CHEVRON CORPORATION | $711.3M | 3.55% | 4.3M | Added |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $654.4M | 3.27% | 2.3M | Trimmed |
| 12 | V | VISA INC | $630.0M | 3.15% | 1.8M | Trimmed |
| 13 | MRK | MERCK & CO INC | $605.1M | 3.02% | 4.7M | Added |
| 14 | WMT | WALMART INC | $598.4M | 2.99% | 5.3M | Added |
| 15 | RTX | RTX CORPORATION | $596.8M | 2.98% | 3.1M | Trimmed |
| 16 | HD | HOME DEPOT INC | $580.7M | 2.90% | 1.6M | Trimmed |
| 17 | MCD | MCDONALDS CORP | $519.5M | 2.59% | 1.9M | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $495.3M | 2.47% | 2.5M | Added |
| 19 | KO | COCA COLA CO | $485.2M | 2.42% | 6.0M | Added |
| 20 | BIL | SPDR SERIES TRUST | $456.0M | 2.28% | 5.0M | Added |
| 21 | FDX | FEDEX CORP | $430.8M | 2.15% | 1.4M | Added |
| 22 | MPC | MARATHON PETE CORP | $403.4M | 2.02% | 1.6M | Trimmed |
| 23 | AEM | AGNICO EAGLE MINES LTD | $398.6M | 1.99% | 2.6M | Added |
| 24 | NSC | NORFOLK SOUTHN CORP | $374.3M | 1.87% | 1.2M | Added |
| 25 | DUK | DUKE ENERGY CORP NEW | $362.7M | 1.81% | 2.9M | Added |
Source: SEC Form 13F filings · as of 2026-06-30