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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 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 73,577.0 $20.0M 7.15% -466.0 -0.6% $271.86 +12.2%
2 QGRW WISDOMTREE TR 213,896.0 $12.5M 4.49% -2K -0.9% $58.67 +11.2%
3 NVDA NVIDIA CORPORATION Technology 57,867.0 $10.8M 3.86% -2K -3.3% $186.50 +17.7%
4 PYLD PIMCO ETF TR 324,194.0 $8.6M 3.09% -4K -1.2% $26.68 -1.5%
5 SPYG SPDR SERIES TRUST 68,096.0 $7.3M 2.60% -550.0 -0.8% $106.70 +10.9%
6 JHMM JOHN HANCOCK EXCHANGE TRADED 54,225.0 $3.6M 1.27% -315.0 -0.6% $65.48 +9.9%
7 EVTR MORGAN STANLEY ETF TRUST 68,837.0 $3.5M 1.27% -9K -11.3% $51.50 -1.9%
8 PZT INVESCO EXCH TRADED FD TR II 145,023.0 $3.2M 1.16% -29K -16.6% $22.31 -0.9%
9 JEPQ J P MORGAN EXCHANGE TRADED F 53,032.0 $3.1M 1.10% -382.0 -0.7% $58.12 +3.4%
10 AMD ADVANCED MICRO DEVICES INC Technology 10,691.0 $2.3M 0.82% -441.0 -4.0% $214.15 +109.9%
11 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 142,091.0 $1.8M 0.65% -20K -12.4% $12.88 -13.1%
12 COKE COCA COLA CONS INC Consumer Defensive 11,531.0 $1.8M 0.63% -90.0 -0.8% $153.30 +15.0%
13 AVGO BROADCOM INC Technology 4,695.0 $1.6M 0.58% -561.0 -10.7% $346.13 +19.8%
14 SPSM SPDR SERIES TRUST 33,186.0 $1.6M 0.56% -265.0 -0.8% $46.86 +13.1%
15 CSCO CISCO SYS INC Technology 18,719.0 $1.4M 0.52% -566.0 -2.9% $77.03 +53.4%
16 GOOG ALPHABET INC Communication Services 4,086.0 $1.3M 0.46% -201.0 -4.7% $313.81 +22.2%
17 PZA INVESCO EXCH TRADED FD TR II 54,256.0 $1.3M 0.45% -5K -8.9% $23.19 -1.1%
18 QBTS D-WAVE QUANTUM INC Technology 40,000.0 $1.0M 0.37% -100K -71.4% $26.15 -26.2%
19 PG PROCTER AND GAMBLE CO Consumer Defensive 7,179.0 $1.0M 0.37% -245.0 -3.3% $143.32 -0.6%
20 PREF PRINCIPAL EXCHANGE TRADED FD 53,776.0 $1.0M 0.37% -433.0 -0.8% $19.07 -0.7%
Page 1 of 2  ·  40 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%