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Portfolio (Quarterly) Guide ↗

Z3 Capital Partners, LLC

· CIK 0002127787
13F Portfolio $476M AUM 192 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 192 New
Page 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 D DOMINION ENERGY INCORPORATED Utilities 7,032.0 $480K 0.10% NEW $68.29 +1.2%
122 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 454.0 $459K 0.10% NEW $1011.37 +2.3%
123 BUI BLACKROCK UTILS INFRASTRUCTURE Financial Services 15,552.0 $451K 0.10% NEW $29.01 -6.3%
124 VNO VORNADO RLTY TR SH BEN INT Real Estate 11,450.0 $450K 0.09% NEW $39.30 -3.1%
125 IONQ IONQ INCORPORATED Technology 8,275.0 $441K 0.09% NEW $53.26 -15.9%
126 CRSP CRISPR THERAPEUTICS AG NAMEN AKT (SWITZERLAND) Healthcare 8,000.0 $436K 0.09% NEW $54.54 -4.1%
127 DELL DELL TECHNOLOGIES INCORPORATED CLASS C Technology 1,000.0 $431K 0.09% NEW $431.46 +7.8%
128 DYN DYNE THERAPEUTICS INCORPORATED Healthcare 18,925.0 $420K 0.09% NEW $22.21 +15.6%
129 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 2,596.0 $412K 0.09% NEW $158.65 +7.2%
130 APYX APYX MEDICAL CORPORATION Healthcare 91,109.0 $409K 0.09% NEW $4.49 -32.5%
131 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 7,075.0 $400K 0.08% NEW $56.48 +2.5%
132 BE BLOOM ENERGY CORPORATION COM CLASS A Industrials 1,295.0 $392K 0.08% NEW $302.70 -31.1%
133 FEDERATED HERMES ENHANCED INCOME ETF 7,200.0 $386K 0.08% NEW $53.65
134 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 2,979.0 $377K 0.08% NEW $126.57 -1.5%
135 EMR EMERSON ELEC COMPANY Industrials 2,631.0 $377K 0.08% NEW $143.12 +10.4%
136 MA MASTERCARD INCORPORATED CLASS A Financial Services 730.0 $375K 0.08% NEW $513.60 +12.0%
137 FDX FEDEX CORPORATION Industrials 1,146.0 $359K 0.07% NEW $313.08 +5.8%
138 BA BOEING COMPANY Industrials 1,655.0 $358K 0.07% NEW $216.47 +4.2%
139 COP CONOCOPHILLIPS Energy 3,445.0 $358K 0.07% NEW $103.97 +24.5%
140 VFH VANGUARD FINANCIALS ETF 2,656.0 $350K 0.07% NEW $131.60 +7.6%
Page 7 of 10  ·  192 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
Financial Services 43.3%
Technology 34.1%
Consumer Cyclical 7.0%
Communication Services 4.4%
Healthcare 4.1%
Consumer Defensive 2.6%
Industrials 2.0%
Energy 1.5%
Utilities 0.4%
Basic Materials 0.3%