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 (2026-06-30)

FLYNN ZITO CAPITAL MANAGEMENT, LLC (CIK 1857144) reported $367.8M across 166 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PRF ($23.1M, 6.28%), IWF ($22.5M, 6.11%), HFXI ($21.7M, 5.90%), AAPL ($20.3M, 5.52%), PYLD ($17.1M, 4.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PRFINVESCO EXCHANGE TRADED FD T$23.1M6.28%427,695Added
2IWFISHARES TR$22.5M6.11%181,092Added
3HFXINEW YORK LIFE INVESTMENTS ET$21.7M5.90%570,109Trimmed
4AAPLAPPLE INC$20.3M5.52%70,187Trimmed
5PYLDPIMCO ETF TR$17.1M4.65%644,671Added
6QGRWWISDOMTREE TR$17.0M4.61%257,034Added
7MUMICRON TECHNOLOGY INC$16.3M4.43%14,102Trimmed
8FLQMFRANKLIN TEMPLETON ETF TR$13.1M3.57%226,978Trimmed
9CGGRCAPITAL GROUP GROWTH ETF$10.8M2.94%229,479Added
10SPLGSPDR SERIES TRUST$10.6M2.89%120,886Trimmed
11CRUXCOLUMBIA ETF TR I$10.1M2.75%337,697Added
12NVDANVIDIA CORPORATION$9.8M2.66%48,805Trimmed
13SPYGSPDR SERIES TRUST$7.8M2.12%65,654Trimmed
14MSFTMICROSOFT CORP$6.9M1.88%18,559Trimmed
15CGCPCAPITAL GRP FIXED INCM ETF T$6.8M1.84%304,018Added
16ZAPGLOBAL X FDS$6.7M1.83%194,375Added
17CGXUCAPITAL GROUP INTL FOCUS EQT$5.7M1.55%165,140Added
18FMDEFIDELITY COVINGTON TRUST$5.4M1.47%133,390Added
19PSCPRINCIPAL EXCHANGE TRADED FD$5.3M1.43%75,022Added
20JBNDJ P MORGAN EXCHANGE TRADED F$5.2M1.41%96,897Added
21TMBTHORNBURG ETF TR$4.5M1.23%178,107Added
22AMDADVANCED MICRO DEVICES INC$4.5M1.22%7,744Trimmed
23JMEEJ P MORGAN EXCHANGE TRADED F$4.4M1.20%56,697Trimmed
24AMZNAMAZON COM INC$4.3M1.17%18,015Added
25EVTRMORGAN STANLEY ETF TRUST$4.2M1.14%82,496Added

Source: SEC Form 13F filings · as of 2026-06-30