Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FLYNN ZITO CAPITAL MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

FLYNN ZITO CAPITAL MANAGEMENT, LLC (CIK 1857144) reported $313.0M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PRF ($20.2M, 6.45%), HFXI ($19.6M, 6.28%), IWF ($18.5M, 5.92%), AAPL ($18.0M, 5.75%), FLQM ($14.6M, 4.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PRFINVESCO EXCHANGE TRADED FD T$20.2M6.45%424,698Trimmed
2HFXINEW YORK LIFE INVESTMENTS ET$19.6M6.28%584,985Trimmed
3IWFISHARES TR$18.5M5.92%43,478Added
4AAPLAPPLE INC$18.0M5.75%70,903Trimmed
5FLQMFRANKLIN TEMPLETON ETF TR$14.6M4.66%265,790Trimmed
6PYLDPIMCO ETF TR$13.4M4.27%509,756Added
7QGRWWISDOMTREE TR$12.6M4.03%236,170Added
8ESGWCOLUMBIA ETF TR I$9.8M3.14%327,440New
9NVDANVIDIA CORPORATION$9.7M3.11%55,834Trimmed
10SPLGSPDR SERIES TRUST$9.4M3.00%122,589Trimmed
11CGGRCAPITAL GROUP GROWTH ETF$8.8M2.82%219,960Added
12MSFTMICROSOFT CORP$7.0M2.25%19,042Added
13SPYGSPDR SERIES TRUST$6.5M2.08%66,412Trimmed
14CGCPCAPITAL GRP FIXED INCM ETF T$6.5M2.07%290,406Added
15JMEEJ P MORGAN EXCHANGE TRADED F$5.8M1.84%86,249Trimmed
16MUMICRON TECHNOLOGY INC$4.9M1.56%14,425Added
17JBNDJ P MORGAN EXCHANGE TRADED F$4.8M1.52%88,456New
18ZAPGLOBAL X FDS$4.8M1.52%148,190New
19CGXUCAPITAL GROUP INTL FOCUS EQT$4.4M1.41%149,539Added
20TMBTHORNBURG ETF TR$4.2M1.36%166,312New
21EVTRMORGAN STANLEY ETF TRUST$4.2M1.33%82,139Added
22MFSBMFS ACTIVE EXCHANGE TRADED F$4.1M1.31%164,356New
23FMNYFIRST TR EXCH TRADED FD III$4.0M1.29%152,704New
24AMZNAMAZON COM INC$3.7M1.18%17,752Added
25FPEIFIRST TR EXCH TRADED FD III$3.2M1.03%170,481Added

Source: SEC Form 13F filings · as of 2026-03-31