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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 5,900.0 $391K 0.14% NEW $66.21 -32.2%
82 XNTK SPDR SERIES TRUST 1,307.0 $356K 0.13% NEW $272.25 +26.5%
83 CEG CONSTELLATION ENERGY CORP Utilities 1,057.0 $348K 0.13% NEW $329.05 -13.1%
84 MCD MCDONALDS CORP Consumer Cyclical 1,141.0 $347K 0.13% NEW $303.81 -6.5%
85 TRV TRAVELERS COMPANIES INC Financial Services 1,236.0 $345K 0.13% NEW $279.23 +9.9%
86 CVX CHEVRON CORP NEW Energy 2,200.0 $342K 0.13% NEW $155.27 +23.0%
87 ISCF ISHARES TR 7,923.0 $326K 0.12% NEW $41.13 +8.8%
88 PM PHILIP MORRIS INTL INC Consumer Defensive 1,968.0 $319K 0.12% NEW $162.17 +16.3%
89 NULG NUSHARES ETF TR 3,209.0 $319K 0.12% NEW $99.44 +10.8%
90 IWM ISHARES TR 1,315.0 $318K 0.12% NEW $241.95 +16.8%
91 NUDM NUSHARES ETF TR 8,306.0 $312K 0.12% NEW $37.62 +3.1%
92 B BARRICK MNG CORP Basic Materials 9,221.0 $302K 0.11% NEW $32.77 +25.9%
93 R RYDER SYS INC Industrials 1,544.0 $291K 0.11% NEW $188.61 +24.5%
94 J JACOBS SOLUTIONS INC Industrials 1,942.0 $291K 0.11% NEW $149.85 -23.9%
95 MSI MOTOROLA SOLUTIONS INC Technology 635.0 $290K 0.11% NEW $457.29 -12.5%
96 A AGILENT TECHNOLOGIES INC Healthcare 2,257.0 $290K 0.11% NEW $128.36 -10.6%
97 KELLANOVA 3,531.0 $290K 0.11% NEW $82.02
98 QBTS PUT D-WAVE QUANTUM INC Technology 1,400.0 $287K 0.11% NEW $205.00 -90.6%
99 BAC BANK AMERICA CORP Financial Services 5,554.0 $287K 0.11% NEW $51.59 -0.2%
100 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,182.0 $286K 0.10% NEW $89.77 -32.9%
Page 5 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%