BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MS MORGAN STANLEY Financial Services 2,526.0 $448K 0.16% $177.53 +12.9%
82 ET ENERGY TRANSFER L P Energy 25,987.0 $429K 0.15% +345.0 +1.4% $16.49 +21.3%
83 C CITIGROUP INC Financial Services 3,666.0 $428K 0.15% -509.0 -12.2% $116.70 +7.3%
84 ISCF ISHARES TR 10,044.0 $417K 0.15% +2K +26.8% $41.48 +7.9%
85 B BARRICK MNG CORP Basic Materials 9,244.0 $403K 0.14% $43.55 -5.3%
86 CEG CONSTELLATION ENERGY CORP Utilities 1,058.0 $374K 0.13% $353.16 -19.1%
87 MCD MCDONALDS CORP Consumer Cyclical 1,207.0 $369K 0.13% +66.0 +5.8% $305.67 -7.0%
88 MRK MERCK & CO INC Healthcare 3,472.0 $365K 0.13% +292.0 +9.2% $105.25 +10.1%
89 TRV TRAVELERS COMPANIES INC Financial Services 1,236.0 $359K 0.13% $290.07 +5.8%
90 XNTK SPDR SERIES TRUST 1,257.0 $349K 0.12% -50.0 -3.8% $277.93 +23.9%
91 IWM ISHARES TR 1,343.0 $331K 0.12% +28.0 +2.1% $246.15 +14.8%
92 NUDM NUSHARES ETF TR 8,893.0 $322K 0.12% +587.0 +7.1% $36.21 +7.2%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 1,968.0 $316K 0.11% $160.42 +17.6%
94 NULG NUSHARES ETF TR 3,207.0 $314K 0.11% $97.80 +12.6%
95 BAC BANK AMERICA CORP Financial Services 5,626.0 $309K 0.11% +72.0 +1.3% $55.00 -6.4%
96 RSP INVESCO EXCHANGE TRADED FD T 1,576.0 $302K 0.11% +122.0 +8.4% $191.60 +6.8%
97 U UNITY SOFTWARE INC Technology 6,787.0 $300K 0.11% $44.17 -40.6%
98 R RYDER SYS INC Industrials 1,549.0 $296K 0.11% $191.41 +22.7%
99 CVX CHEVRON CORP NEW Energy 1,929.0 $294K 0.10% -271.0 -12.3% $152.39 +25.3%
100 G GENPACT LIMITED Technology 6,142.0 $287K 0.10% +288.0 +4.9% $46.78 -31.6%
Page 5 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%