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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 2 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JSML JANUS SMALL CAP GROWTH ALPHA ETF 69,291.0 $6.4M 1.35% NEW $93.06 -0.4%
22 BMEZ BLACKROCK HEALTH SCIENCES TERM TRUST Financial Services 393,512.0 $6.0M 1.27% NEW $15.35 +4.4%
23 BLACKROCK TECH AND PRIVATE EQU SHS BEN INT 628,692.0 $5.7M 1.19% NEW $9.03
24 GPIQ GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF 94,225.0 $5.6M 1.17% NEW $59.31 -2.9%
25 AAPL APPLE INCORPORATED Technology 19,040.0 $5.5M 1.16% NEW $289.36 +5.6%
26 PROF PROFOUND MED CORPORATION COM NEW (CANADA) Healthcare 820,941.0 $5.5M 1.15% NEW $6.65 -1.5%
27 PI IMPINJ INCORPORATED Technology 37,678.0 $5.4M 1.13% NEW $143.23 +19.9%
28 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 18,815.0 $5.1M 1.07% NEW $271.95 +4.0%
29 HQH ABRDN HEALTHCARE INVESTORS SH BEN INT Financial Services 230,448.0 $5.1M 1.06% NEW $21.98 +7.7%
30 JAAA JANUS HENDERSON AAA CLO ETF 100,012.0 $5.0M 1.06% NEW $50.49 +0.2%
31 IDE VOYA INFRASTRUCTURE INDLS & MT Financial Services 357,116.0 $4.9M 1.04% NEW $13.84 -3.5%
32 UBER UBER TECHNOLOGIES INCORPORATED Technology 67,319.0 $4.9M 1.02% NEW $72.16 +3.9%
33 GGLL DIREXION DAILY GOOGL BULL 2X SHARES 36,730.0 $4.2M 0.88% NEW $113.70 -10.4%
34 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 10,493.0 $3.5M 0.74% NEW $334.69 -2.6%
35 RVT ROYCE SMALL CAP TRUST INCORPORATED Financial Services 186,663.0 $3.4M 0.72% NEW $18.47 +3.0%
36 COWZ PACER US CASH COWS 100 ETF 55,009.0 $3.4M 0.72% NEW $62.20 +12.4%
37 EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 154,621.0 $3.4M 0.71% NEW $21.84 +4.2%
38 JPM JPMORGAN CHASE & COMPANY Financial Services 10,255.0 $3.4M 0.70% NEW $327.33 +10.3%
39 SMCI SUPER MICRO COMPUTER INCORPORATED COM NEW Technology 113,849.0 $3.3M 0.70% NEW $29.33 +30.5%
40 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 63,974.0 $3.2M 0.68% NEW $50.50 +2.2%
Page 2 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%