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Portfolio (Quarterly) Guide ↗

FLYNN ZITO CAPITAL MANAGEMENT, LLC

· CIK 0001857144
13F Portfolio $280M AUM 140 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 49 Added 40 Reduced 4 Exited
Page 1 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HFXI NEW YORK LIFE INVESTMENTS ET 635,114.0 $20.6M 7.37% +15K +2.5% $32.45 +14.3%
2 PRF INVESCO EXCHANGE TRADED FD T 434,431.0 $20.4M 7.29% +8K +1.9% $46.92 +12.6%
3 AAPL APPLE INC Technology 73,577.0 $20.0M 7.15% -466.0 -0.6% $271.86 +12.2%
4 IWF ISHARES TR 39,701.0 $18.8M 6.72% +508.0 +1.3% $473.30 -73.7%
5 FLQM FRANKLIN TEMPLETON ETF TR 316,651.0 $17.8M 6.37% +14K +4.5% $56.26 +0.2%
6 QGRW WISDOMTREE TR 213,896.0 $12.5M 4.49% -2K -0.9% $58.67 +11.2%
7 NVDA NVIDIA CORPORATION Technology 57,867.0 $10.8M 3.86% -2K -3.3% $186.50 +17.7%
8 SPYM SPDR SERIES TRUST 122,793.0 $9.9M 3.52% $80.22 +9.0%
9 MSFT MICROSOFT CORP Technology 18,980.0 $9.2M 3.28% $483.62 -13.3%
10 PYLD PIMCO ETF TR 324,194.0 $8.6M 3.09% -4K -1.2% $26.68 -1.5%
11 JMEE J P MORGAN EXCHANGE TRADED F 130,990.0 $8.4M 3.01% +4K +3.4% $64.38 +13.2%
12 SPYG SPDR SERIES TRUST 68,096.0 $7.3M 2.60% -550.0 -0.8% $106.70 +10.9%
13 CGGR CAPITAL GROUP GROWTH ETF 140,254.0 $6.2M 2.23% +12K +9.7% $44.47 +3.6%
14 CGCP CAPITAL GRP FIXED INCM ETF T 237,406.0 $5.4M 1.92% +9K +3.9% $22.64 -1.8%
15 MU MICRON TECHNOLOGY INC Technology 14,404.0 $4.1M 1.47% +84.0 +0.6% $285.41 +167.0%
16 HGER HARBOR ETF TRUST 158,950.0 $3.9M 1.41% +6K +4.2% $24.82 +29.7%
17 JHMM JOHN HANCOCK EXCHANGE TRADED 54,225.0 $3.6M 1.27% -315.0 -0.6% $65.48 +9.9%
18 EVTR MORGAN STANLEY ETF TRUST 68,837.0 $3.5M 1.27% -9K -11.3% $51.50 -1.9%
19 AMZN AMAZON COM INC Consumer Cyclical 15,019.0 $3.5M 1.24% $230.82 +16.3%
20 PZT INVESCO EXCH TRADED FD TR II 145,023.0 $3.2M 1.16% -29K -16.6% $22.31 -0.9%
Page 1 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.6%
Financial Services 17.3%
Consumer Cyclical 7.5%
Communication Services 6.7%
Consumer Defensive 5.7%
Healthcare 4.2%
Energy 2.1%
Industrials 1.5%
Utilities 0.6%
Basic Materials 0.4%