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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 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CSX CSX CORPORATION Industrials 4,615.0 $219K 0.05% NEW $47.53 +6.4%
182 STEW SRH TOTAL RETURN FUND INCORPORATED Financial Services 12,088.0 $216K 0.04% NEW $17.90 +2.8%
183 ALL ALLSTATE CORPORATION Financial Services 902.0 $215K 0.04% NEW $237.85 +8.5%
184 IVV ISHARES TR CORE S&P500 ETF 279.0 $209K 0.04% NEW $747.81 +3.8%
185 FCNCA FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A Financial Services 100.0 $208K 0.04% NEW $2080.79 +8.0%
186 Q QNITY ELECTRONICS INCORPORATED COMMON STOCK Technology 1,266.0 $207K 0.04% NEW $163.31 -13.8%
187 AOD ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT Financial Services 19,179.0 $198K 0.04% NEW $10.31 +4.6%
188 SONO SONOS INCORPORATED Technology 12,525.0 $169K 0.04% NEW $13.53 +14.2%
189 AUR AURORA INNOVATION INCORPORATED CLASS A COM Technology 18,050.0 $123K 0.03% NEW $6.82 +2.2%
190 NOWL GRANITESHARES 2X LONG NOW DAIL 22,200.0 $97K 0.02% NEW $4.37 +32.3%
191 STXS STEREOTAXIS INCORPORATED COM NEW Healthcare 25,000.0 $43K 0.01% NEW $1.72 -19.2%
192 COHEN & STEERS QUALITY INCOME RIGHT EXP 071526 186,331.0 $3K 0.00% NEW $0.01
Page 10 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%