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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 3  ·  49 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 IWF ISHARES TR 39,701.0 $18.8M 6.72% +508.0 +1.3% $473.30 -73.7%
4 FLQM FRANKLIN TEMPLETON ETF TR 316,651.0 $17.8M 6.37% +14K +4.5% $56.26 +0.2%
5 JMEE J P MORGAN EXCHANGE TRADED F 130,990.0 $8.4M 3.01% +4K +3.4% $64.38 +13.2%
6 CGGR CAPITAL GROUP GROWTH ETF 140,254.0 $6.2M 2.23% +12K +9.7% $44.47 +3.6%
7 CGCP CAPITAL GRP FIXED INCM ETF T 237,406.0 $5.4M 1.92% +9K +3.9% $22.64 -1.8%
8 MU MICRON TECHNOLOGY INC Technology 14,404.0 $4.1M 1.47% +84.0 +0.6% $285.41 +167.0%
9 HGER HARBOR ETF TRUST 158,950.0 $3.9M 1.41% +6K +4.2% $24.82 +29.7%
10 LLY ELI LILLY & CO Healthcare 2,143.0 $2.3M 0.82% +1K +117.3% $1074.93 -3.1%
11 FPEI FIRST TR EXCH TRADED FD III 112,043.0 $2.2M 0.78% +4K +4.0% $19.39 -1.3%
12 META META PLATFORMS INC Communication Services 2,397.0 $1.6M 0.57% +30.0 +1.3% $660.06 -8.0%
13 GOOGL ALPHABET INC Communication Services 4,706.0 $1.5M 0.53% +249.0 +5.6% $312.98 +23.9%
14 USFR WISDOMTREE TR 27,304.0 $1.4M 0.49% +215.0 +0.8% $50.32 +0.3%
15 DLN WISDOMTREE TR 15,420.0 $1.4M 0.48% +79.0 +0.5% $88.08 +8.5%
16 BERKSHIRE HATHAWAY INC DEL 2,629.0 $1.3M 0.47% +56.0 +2.2% $502.65
17 FDL FIRST TR EXCHANGE-TRADED FD 29,010.0 $1.3M 0.46% +352.0 +1.2% $44.34 +13.8%
18 V VISA INC Financial Services 3,222.0 $1.1M 0.40% +30.0 +0.9% $350.69 -5.7%
19 HD HOME DEPOT INC Consumer Cyclical 3,215.0 $1.1M 0.40% +59.0 +1.9% $344.09 -8.8%
20 CGXU CAPITAL GROUP INTL FOCUS EQT 33,650.0 $994K 0.35% +4K +15.2% $29.55 +13.6%
Page 1 of 3  ·  49 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%