HolderBook

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Reported holdings as of Q2 2026, from 19 quarterly filings.

CIK
1857144
Reported value
$367.8M
Positions
166
Top 10 weight
46.9%
Filed
2026-07-24
Days after quarter end
24

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
INVESCO EXCHANGE TRADED FD TPRF$23.1M427,6956.28%-0.17pp16q+0.7%+$161.9K
ISHARES TRIWF$22.5M181,0926.11%+0.19pp7q+316.5%+$17.1M
NEW YORK LIFE INVESTMENTS ETHFXI$21.7M570,1095.90%-0.37pp14q-2.5%-$566.6K
APPLE INCAAPL$20.3M70,1875.52%-0.23pp19q-1.0%-$207.2K
PIMCO ETF TRPYLD$17.1M644,6714.65%+0.38pp7q+26.5%+$3.6M
WISDOMTREE TRQGRW$17.0M257,0344.61%+0.58pp4q+8.8%+$1.4M
MICRON TECHNOLOGY INCMU$16.3M14,1024.43%+2.87pp10q-2.2%-$372.8K
FRANKLIN TEMPLETON ETF TRFLQM$13.1M226,9783.57%-1.09pp12q-14.6%-$2.2M
CAPITAL GROUP GROWTH ETFCGGR$10.8M229,4792.94%+0.12pp4q+4.3%+$449.3K
SPDR SERIES TRUSTSPYM$10.6M120,8862.89%-0.11pp16q-1.4%-$149.7K
COLUMBIA ETF TR ICRUX$10.1M337,6972.75%-0.39pp2q+3.1%+$307.5K
NVIDIA CORPORATIONNVDA$9.8M48,8052.66%-0.46pp14q-12.6%-$1.4M
SPDR SERIES TRUSTSPYG$7.8M65,6542.12%+0.05pp16q-1.1%-$90.2K
MICROSOFT CORPMSFT$6.9M18,5591.88%-0.37pp19q-2.5%-$180.2K
CAPITAL GRP FIXED INCM ETF TCGCP$6.8M304,0181.84%-0.23pp7q+4.7%+$303.4K
GLOBAL X FDSZAP$6.7M194,3751.83%+0.31pp2q+31.2%+$1.6M
CAPITAL GROUP INTL FOCUS EQTCGXU$5.7M165,1401.55%+0.15pp6q+10.4%+$540.1K
FIDELITY COVINGTON TRUSTFMDE$5.4M133,3901.47%+0.77pp2q+117.5%+$2.9M
PRINCIPAL EXCHANGE TRADED FDPSC$5.3M75,0221.43%+0.55pp2q+55.2%+$1.9M
J P MORGAN EXCHANGE TRADED FJBND$5.2M96,8971.41%-0.11pp2q+9.5%+$451.6K
THORNBURG ETF TRTMB$4.5M178,1071.23%-0.13pp2q+7.1%+$299.0K
ADVANCED MICRO DEVICES INCAMD$4.5M7,7441.22%+0.56pp10q-24.4%-$1.4M
J P MORGAN EXCHANGE TRADED FJMEE$4.4M56,6971.20%-0.64pp9q-34.3%-$2.3M
AMAZON COM INCAMZN$4.3M18,0151.17%-0.01pp19q+1.5%+$62.7K
MORGAN STANLEY ETF TRUSTEVTR$4.2M82,4961.14%-0.19pp7qHELD
MFS ACTIVE EXCHANGE TRADED FMFSB$4.1M163,8791.11%-0.20pp2qHELD
FIRST TR EXCH TRADED FD IIIFMNY$4.1M150,7351.10%-0.19pp2q-1.3%-$53.0K
FIRST TR EXCH TRADED FD IIIFPEI$3.5M181,2730.95%-0.08pp4q+6.3%+$208.2K
JOHN HANCOCK EXCHANGE TRADEDJHMM$3.4M45,7530.93%-0.07pp16q-2.2%-$75.9K
J P MORGAN EXCHANGE TRADED FJEPQ$3.1M51,1630.85%-0.06pp10q-0.5%-$15.9K
ELI LILLY & COLLY$2.6M2,1440.70%+0.07pp10qHELD
LPL FINL HLDGS INCLPLA$2.4M8,6660.66%-0.17pp16qHELD
ETFIS SER TR INFLT$2.4M104,1440.65%+0.06pp2q+28.3%+$527.5K
VANECK ETF TRUSTRAAX$2.2M54,8510.59%-0.01pp2q+17.8%+$328.4K
HARBOR ETF TRUSTHGER$2.2M74,0510.59%-0.25pp4q-12.8%-$317.5K
COCA COLA CONS INCCOKE$2.1M11,0170.57%-0.12pp10q-1.8%-$37.8K
CISCO SYS INCCSCO$2.0M17,0860.55%+0.10pp16q-5.5%-$116.3K
BROADCOM INCAVGO$1.7M4,4720.46%+0.01pp10q-2.5%-$43.1K
WISDOMTREE TRDLN$1.6M16,8640.44%-0.02pp15q+3.9%+$60.6K
FIRST TR EXCHANGE-TRADED FDRDVY$1.6M19,8700.44%+0.02pp15q+3.9%+$60.6K
SPDR SERIES TRUSTSPSM$1.6M27,8640.44%flat16q-2.6%-$42.3K
BERKSHIRE HATHAWAY INC DELBRKB$1.6M3,2070.44%flat19q+13.3%+$188.1K
GUGGENHEIM STRATEGIC OPPORTUGOF$1.6M145,2960.43%-0.05pp10q+5.3%+$80.3K
ALPHABET INCGOOGL$1.6M4,3680.42%+0.02pp19q-1.2%-$19.7K
FIRST TR EXCHANGE-TRADED FDFDL$1.5M31,7290.42%-0.07pp15q+4.2%+$62.9K
SPROTT ASSET MANAGEMENT LPPSLV$1.5M80,1790.41%-0.21pp16qHELD
ALPHABET INCGOOG$1.4M4,0370.39%+0.01pp19q-1.2%-$17.7K
WISDOMTREE TRUSFR$1.4M27,5020.38%-0.05pp16q+3.1%+$41.1K
RBB FD INCTBIL$1.3M27,0400.37%+0.09pp4q+55.8%+$482.8K
TESLA INCTSLA$1.3M3,1440.36%+0.14pp19q+66.6%+$528.7K
STATE STR SPDR S&P 500 ETF TSPY$1.3M1,7060.35%flat9q+2.6%+$32.1K
META PLATFORMS INCMETA$1.3M2,2530.35%-0.08pp19q-2.9%-$38.3K
SPROTT ASSET MANAGEMENT LPPHYS$1.2M40,8410.34%-0.13pp16qHELD
AB ACTIVE ETFS INCNYM$1.2M47,5290.32%-0.01pp3q+13.4%+$140.7K
VISA INCV$1.1M3,1270.29%-0.01pp19qHELD
VANGUARD SCOTTSDALE FDSVONG$980.6K7,6720.27%flat16qHELD
COCA COLA COKO$928.9K11,4300.25%-0.03pp19q-0.6%-$5.2K
JPMORGAN CHASE & COJPM$926.3K2,8300.25%-0.01pp15q+1.1%+$9.8K
PROCTER & GAMBLE COPG$919.8K6,2720.25%-0.04pp19q-1.5%-$13.6K
COSTCO WHOLESALE CORPORATIONCOST$905.0K9670.25%-0.08pp10q-5.4%-$51.5K
WALMART INCWMT$902.3K7,9670.25%-0.08pp17q-1.9%-$17.1K
WESTERN DIGITAL CORPWDC$872.5K1,3660.24%+0.10pp3q-15.9%-$164.8K
NUSHARES ETF TRNUAG$851.2K40,4830.23%-0.05pp9q-2.4%-$21.2K
LIBERTY ALL STAR EQUITY FDUSA$835.9K143,8810.23%-0.05pp10q-8.4%-$77.1K
JOHNSON & JOHNSONJNJ$813.8K3,2040.22%-0.03pp19qHELD
INVESCO QQQ TRQQQ$789.7K1,0720.21%+0.01pp15q-2.4%-$19.2K
3M COMMM$762.2K4,7080.21%flat11q+5.5%+$39.8K
HOME DEPOT INCHD$761.1K2,1580.21%-0.02pp19qHELD
WISDOMTREE TRDGRW$753.0K7,8750.20%-0.02pp16q-2.5%-$19.6K
EXXON MOBIL CORPXOMXXXX$701.5K5,1310.19%-0.11pp19q-7.5%-$57.1K
ORACLE CORPORCL$626.9K4,2770.17%-0.03pp15q+0.5%+$3.2K
STATE STR SPDR S&P MIDCAP 40MDY$618.8K8800.17%flat16qHELD
ONEOK INC NEWOKE$579.9K6,6710.16%-0.03pp16qHELD
GRANITESHARES GOLD TRBAR$578.6K14,6360.16%-0.06pp3qHELD
TRAVELERS COMPANIES INCTRV$547.4K1,6580.15%+0.03pp15q+34.0%+$139.0K
PIMCO EQUITY SERRAFE$536.8K11,2140.15%-0.01pp11q-3.0%-$16.6K
PUTNAM ETF TRUSTFTMU$530.5K66,8940.14%+0.07pp2q+113.6%+$282.1K
NETFLIX INCNFLX$530.0K7,4230.14%-0.11pp10q-10.4%-$61.4K
MORGAN STANLEYMS$528.2K2,5270.14%+0.01pp14qHELD
AT&T INCT$523.4K25,2840.14%-0.07pp19q+10.7%+$50.7K
MERCK & CO INCMRK$520.7K4,0520.14%-0.03pp16q-8.0%-$45.2K
INVESCO EXCH TRADED FD TR IIPZA$516.2K21,9470.14%-0.06pp14q-18.8%-$119.3K
ENERGY TRANSFER L PET$508.7K26,6040.14%-0.02pp10q+1.1%+$5.8K
ISHARES TRISCF$508.6K11,7480.14%flat4q+16.6%+$72.5K
GABELLI EQUITY TR INCGAB$508.0K89,7590.14%-0.02pp16q+0.5%+$2.7K
SPDR SERIES TRUSTSPTM$506.6K5,5800.14%-0.01pp16q-1.4%-$7.1K
VANECK ETF TRUSTMOAT$465.4K4,4770.13%-0.01pp11q-1.3%-$6.2K
CITIGROUP INCC$456.4K3,2610.12%flat11q-6.9%-$33.7K
INTERNATIONAL BUSINESS MACHSIBM$449.9K1,6000.12%flat16qHELD
SPDR SERIES TRUSTXNTK$448.2K1,1470.12%+0.02pp9q-6.1%-$28.9K
RBB FD INCCPAG$438.1K4,2680.12%-newNEW
QNITY ELECTRONICS INCQ$429.5K2,6300.12%+0.02pp3q-3.9%-$17.5K
ISHARES TRIWM$420.0K1,3980.11%flat6qHELD
INTEL CORPINTC$401.9K2,8780.11%-newNEW
NUSHARES ETF TRNULG$379.9K3,2450.10%+0.01pp8q+4.0%+$14.5K
ISHARES TRAOR$377.6K5,4340.10%-0.01pp4q-1.3%-$5.1K
DISNEY WALT CODIS$350.8K3,6450.10%-0.02pp19q-0.9%-$3.3K
BARRICK MNG CORPB$345.4K9,4040.09%-0.02pp4q+4.9%+$16.2K
AMERICAN CENTY ETF TRAVDE$341.9K3,8330.09%-newNEW
FRANKLIN TEMPLETON DIGITAL HEZBC$337.7K9,9590.09%-0.02pp7q+10.2%+$31.2K
INVESCO EXCHANGE TRADED FD TRSP$337.0K1,5840.09%-0.01pp5qHELD
CATERPILLAR INCCAT$324.6K3050.09%+0.02pp2q-4.4%-$14.9K
BANK OF AMER CORPBAC$322.9K5,6660.09%flat4qHELD
NUSHARES ETF TRNUDM$322.0K8,0470.09%-0.02pp10q-12.3%-$45.2K
PRINCIPAL EXCHANGE TRADED FDPREF$314.7K16,5090.09%-0.01pp11q-1.2%-$3.8K
VERTIV HOLDINGS COVRT$305.0K9110.08%+0.01pp2qHELD
RYDER SYS INCR$304.6K1,1550.08%flat11q-9.7%-$32.7K
PALANTIR TECHNOLOGIES INCPLTR$303.2K2,5990.08%-0.04pp6qHELD
GOLDMAN SACHS GROUP INCGS$301.7K2980.08%flat5qHELD
LOEWS CORPL$301.0K2,6590.08%-0.01pp11qHELD
DOMINION ENERGY INCD$300.9K4,4070.08%flat11q+0.7%+$2.0K
MCDONALDS CORPMCD$299.5K1,1080.08%-0.03pp17qHELD
WAYFAIR INCW$297.3K3,2170.08%+0.01pp5q+15.9%+$40.8K
EVERPURE INCP$294.6K3,7390.08%-newNEW
HYATT HOTELS CORPH$294.5K1,5200.08%flat11q-11.2%-$37.0K
FIRST TR EXCHANGE TRADED FDAIRR$293.8K2,2050.08%flat4qHELD
UNITY SOFTWARE INCU$292.3K10,2260.08%-0.02pp11q-25.3%-$98.9K
TRANE TECHNOLOGIES PLCTT$285.9K5820.08%flat5qHELD
WORLD GOLD TRGLDM$283.2K3,5660.08%-newNEW
INVESCO EXCHANGE TRADED FD TPID$275.6K12,4160.07%-0.01pp15qHELD
SANDISK CORPSNDK$275.1K1210.07%-newNEW
CREDO TECHNOLOGY GROUP HOLDICRDO$273.9K1,0070.07%-newNEW
REALTY INCOME CORPO$271.3K4,3790.07%-0.02pp11q-5.2%-$14.9K
AGILENT TECHNOLOGIES INCA$269.9K2,0320.07%flat11qHELD
SENTINELONE INCS$269.4K15,8730.07%-0.01pp11q-17.9%-$58.7K
MACYS INCM$268.9K11,4170.07%flat12q-12.9%-$39.7K
PHILIP MORRIS INTL INCPM$264.5K1,4620.07%flat9q+5.2%+$13.0K
SPDR INDEX SHS FDSSPDW$263.8K5,2360.07%-0.01pp16q-1.7%-$4.5K
MOTOROLA SOLUTIONS INCMSI$263.8K6350.07%-0.02pp9qHELD
CONSTELLATION ENERGY CORPCEG$263.2K1,0600.07%-0.02pp8qHELD
FORD MTR COF$259.1K18,6370.07%-0.01pp16q-11.9%-$35.1K
EATON CORP PLCETN$255.7K6000.07%flat2qHELD
WINTRUST FINL CORPWTFC$251.5K1,5650.07%flat8qHELD
JACOBS SOLUTIONS INCJ$250.2K1,9860.07%-0.01pp11q+0.6%+$1.4K
TARGA RES CORPTRGP$247.7K9240.07%-0.01pp2qHELD
MASTERCARD INCORPORATEDMA$246.8K4810.07%-0.01pp10qHELD
NUSHARES ETF TRNUSC$245.9K4,7180.07%flat9q-1.8%-$4.5K
RBB FD INCXBIL$242.9K4,8590.07%-0.01pp6qHELD
ZILLOW GROUP INCZ$242.4K7,6910.07%flat11q+50.6%+$81.4K
INTERACTIVE BROKERS GROUP INIBKR$239.6K2,7530.07%-newNEW
VERIZON COMMUNICATIONS INCVZ$239.5K5,6550.07%-0.02pp11q+1.4%+$3.3K
GILEAD SCIENCES INCGILD$237.6K1,8810.06%-0.01pp3q+9.2%+$20.0K
ISHARES TRUSIG$236.3K4,6080.06%-0.01pp2qHELD
ENI S P AE$234.5K5,0050.06%-0.06pp11q-27.5%-$88.9K
GENPACT LIMITEDG$233.8K8,5020.06%-0.02pp11q+25.6%+$47.7K
PFIZER INCPFE$229.8K9,5430.06%-0.02pp4q-1.4%-$3.2K
SPROTT PHYSICAL COPPER TRUSTSCOP$229.7K20,1720.06%-newNEW
VANGUARD INDEX FDSVTV$228.2K1,0470.06%flat5qHELD
ABRDN SILVER ETF TRUSTSIVR$227.1K4,0390.06%-0.03pp2qHELD
ABRDN PLATINUM ETF TRUSTPPLT$219.6K15,5400.06%-0.01pp2q+1103.7%+$201.3K
PUTNAM ETF TRUSTFTCA$219.0K29,5160.06%-0.01pp3q+0.9%+$1.9K
CHEVRON CORPORATIONCVX$218.8K1,3200.06%-0.04pp10q-11.3%-$27.9K
LAM RESEARCH CORPLRCX$216.7K5000.06%-newNEW
ISHARES TRIYW$212.9K8440.06%-newNEW
ISHARES TRICSH$211.2K4,1750.06%-newNEW
EAST WEST BANCORP INCEWBC$210.7K1,6320.06%-newNEW
ABBVIE INCABBV$210.7K8370.06%-newNEW
CROCS INCCROX$208.6K1,7290.06%-newNEW
DIGITAL RLTY TR INCDLR$205.6K1,1450.06%-0.01pp2qHELD
CENTERPOINT ENERGY INCCNP$202.2K4,5920.05%-newNEW
ISHARES TRSOXX$200.7K3130.05%-newNEW
EMERSON ELEC COEMR$200.2K1,3990.05%-newNEW
PUTNAM ETF TRUSTFTNY$175.2K21,9770.05%-0.02pp2q-16.6%-$35.0K
PUTNAM ETF TRUSTFTMA$167.5K18,3550.05%+0.01pp3q+30.4%+$39.0K
VOYA GLBL EQTY DIV & PREM OPIGD$144.6K23,5500.04%flat10qHELD
PUTNAM ETF TRUSTFTNJ$134.6K15,2130.04%-0.01pp3q+1.1%+$1.5K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 9.3%Computer Hardware 6.6%Software & IT Services 3.4%Capital Markets 2.2%Retail & Consumer 2.1%Funds & ETFs 1.6%Other sectors 6.8%Not classified 68.0%
 
SectorValueShare
Semiconductors & Electronics$34.1M9.3%
Computer Hardware$24.2M6.6%
Software & IT Services$12.7M3.4%
Capital Markets$8.1M2.2%
Retail & Consumer$7.7M2.1%
Funds & ETFs$5.8M1.6%
Other sectors$25.0M6.8%
Not classified$250.2M68.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$367.8M1661851581046.9%24
Q1 2026$313.0M158244555646.6%34
Q4 2025$279.8M140114940353.1%37
Q3 2025$271.0M132122864853.4%36
Q2 2025$237.5M12874451554.7%36
Q1 2025$217.8M126104846854.9%36
Q4 2024$215.0M12484935659.2%36
Q3 2024$206.6M12295029360.2%35
Q2 2024$195.6M116114835859.7%36
Q1 2024$193.6M113245223457.8%30
Q4 2023$148.3M93253225568.7%31
Q3 2023$142.5M7332618373.0%38
Q2 2023$148.1M7333222573.6%34
Q1 2023$137.7M7552532569.8%33
Q4 2022$119.7M75182018667.5%30
Q3 2022$100.9M63441274873.6%19
Q2 2022$180.8M67468135871.2%28
Q1 2022$117.7M79623241164.9%35
Q4 2021$118.0M84000063.0%41

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.