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Portfolio (Quarterly) Guide ↗

FLYNN ZITO CAPITAL MANAGEMENT, LLC

· CIK 0001857144
13F Portfolio $271M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 133 New
Page 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 O REALTY INCOME CORP Real Estate 4,541.0 $276K 0.10% NEW $60.78 +2.4%
102 RSP INVESCO EXCHANGE TRADED FD T 1,454.0 $276K 0.10% NEW $189.68 +7.9%
103 AOR ISHARES TR 4,271.0 $275K 0.10% NEW $64.37 +6.7%
104 MA MASTERCARD INCORPORATED Financial Services 481.0 $273K 0.10% NEW $568.30 -12.1%
105 U UNITY SOFTWARE INC Technology 6,796.0 $272K 0.10% NEW $40.04 -34.5%
106 W WAYFAIR INC Consumer Cyclical 3,028.0 $270K 0.10% NEW $89.33 -27.5%
107 F FORD MTR CO Consumer Cyclical 22,563.0 $270K 0.10% NEW $11.96 +14.3%
108 MRK MERCK & CO INC Healthcare 3,180.0 $267K 0.10% NEW $83.92 +38.1%
109 L LOEWS CORP Financial Services 2,656.0 $267K 0.10% NEW $100.38 +8.8%
110 Z ZILLOW GROUP INC Communication Services 3,424.0 $264K 0.10% NEW $77.05 -52.7%
111 E ENI S P A Energy 7,519.0 $263K 0.10% NEW $34.95 +57.8%
112 PID INVESCO EXCHANGE TRADED FD T 12,350.0 $263K 0.10% NEW $21.27 +8.9%
113 D DOMINION ENERGY INC Utilities 4,274.0 $261K 0.10% NEW $61.16 +11.7%
114 VZ VERIZON COMMUNICATIONS INC Communication Services 5,860.0 $258K 0.10% NEW $43.95 +8.8%
115 M MACYS INC Consumer Cyclical 14,180.0 $254K 0.09% NEW $17.93 +15.0%
116 H HYATT HOTELS CORP Consumer Cyclical 1,750.0 $248K 0.09% NEW $141.94 +23.7%
117 SPDW SPDR INDEX SHS FDS 5,747.0 $246K 0.09% NEW $42.79 +17.6%
118 TT TRANE TECHNOLOGIES PLC Industrials 582.0 $246K 0.09% NEW $421.96 +7.0%
119 G GENPACT LIMITED Technology 5,854.0 $245K 0.09% NEW $41.89 -23.6%
120 WTFC WINTRUST FINL CORP Financial Services 1,830.0 $242K 0.09% NEW $132.44 +13.1%
Page 6 of 7  ·  133 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 55.3%
Financial Services 16.9%
Consumer Cyclical 7.7%
Communication Services 6.9%
Consumer Defensive 5.5%
Healthcare 2.2%
Energy 2.2%
Industrials 1.8%
Utilities 0.6%
Real Estate 0.5%