Arkolith/Funds/Flynn Zito Capital Management, LLC

Flynn Zito Capital Management, LLC

CIK 1857144
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Flynn Zito Capital Management, LLC holds a diversified book of 166 stocks worth $367.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened F/M Com US Agg Bond ETF and trimmed Nyli Ftse Intl Eq Cur NTRL. Their largest long position is Invesco Rafi US 1000 ETF at 6% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show FLYNN ZITO CAPITAL MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
68
existing
Trimmed
60
reduced
Sold out
10
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.4%
+14.7%/yr · since Nov '25
Their reported book
+12.0%
held from quarter-end
S&P 500
+9.7%
same window
$9K$10K$10K$11K$11KNov '25Dec '25Feb '26Apr '26Jun '26Jul '26
Flynn Zito Capital Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +12.0%, a 1.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Flynn Zito Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
47%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
19%
Financials
4%
Consumer Discretionary
3%
Health Care
2%
Consumer Staples
1%
Utilities
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

166 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
RAFI US 1000 ETF
$23.1M427.7K
6.3%
+0.7%
Added · +3K sh
2Ishares TR
RUS 1000 GRW ETF
$22.5M181.1K
6.1%
+317%
Added · +138K sh
3New York Life Investments Et
FTSE INTL EQTY C
$21.7M570.1K
5.9%
−2.5%
Reduced · −15K sh
4Apple Inc
COM
$20.3M70.2K
5.5%
−1.0%
Reduced · −716 sh
5Pimco ETF TR
MULTISECTOR BD
$17.1M644.7K
4.6%
+26%
Added · +135K sh
6Wisdomtree TR
US QUALITY GROW
$17.0M257.0K
4.6%
+8.8%
Added · +21K sh
7Micron Technology Inc
COM
$16.3M14.1K
4.4%
−2.2%
Reduced · −323 sh
8Franklin Templeton ETF TR
US MID CP MLTFCT
$13.1M227.0K
3.6%
−15%
Reduced · −39K sh
9Capital Group Growth ETF
SHS CREAT UNIT
$10.8M229.5K
2.9%
+4.3%
Added · +10K sh
10SPDR Series Trust
ST STR P500ETF
$10.6M120.9K
2.9%
−1.4%
Reduced · −2K sh
11Columbia ETF TR I
CORE BOND ETF
$10.1M337.7K
2.8%
+3.1%
Added · +10K sh
12Nvidia Corporation
COM
$9.8M48.8K
2.7%
−13%
Reduced · −7K sh
13SPDR Series Trust
ST STR P500GRW
$7.8M65.7K
2.1%
−1.1%
Reduced · −758 sh
14Microsoft Corp
COM
$6.9M18.6K
1.9%
−2.5%
Reduced · −483 sh
15Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$6.8M304.0K
1.8%
+4.7%
Added · +14K sh
16Global X FDS
U S ELECT ETF
$6.7M194.4K
1.8%
+31%
Added · +46K sh
17Capital Group Intl Focus Eqt
SHS CREAT UNIT
$5.7M165.1K
1.6%
+10%
Added · +16K sh
18Fidelity Covington Trust
ENH MID COR ETF
$5.4M133.4K
1.5%
+118%
Added · +72K sh
19Principal Exchange Traded FD
PRIN U S SMALL
$5.3M75.0K
1.4%
+55%
Added · +27K sh
20J P Morgan Exchange Traded F
ACTIVE BOND ETF
$5.2M96.9K
1.4%
+9.5%
Added · +8K sh
21Thornburg ETF TR
MULTI SECTOR BD
$4.5M178.1K
1.2%
+7.1%
Added · +12K sh
22Advanced Micro Devices Inc
COM
$4.5M7.7K
1.2%
−24%
Reduced · −2K sh
23J P Morgan Exchange Traded F
SMALL & MID CAP
$4.4M56.7K
1.2%
−34%
Reduced · −30K sh
24Amazon Com Inc
COM
$4.3M18.0K
1.2%
+1.5%
Added · +263 sh
25Morgan Stanley ETF Trust
EATO VANC BD ETF
$4.2M82.5K
1.1%
+0.4%
Added · +357 sh
26MFS Active Exchange Traded F
CORE PLUS BD ETF
$4.1M163.9K
1.1%
−0.3%
Reduced · −477 sh
27First TR Exch Traded FD III
NEW YORK MUNI
$4.1M150.7K
1.1%
−1.3%
Reduced · −2K sh
28First TR Exch Traded FD III
INSTL PFD SECS
$3.5M181.3K
1.0%
+6.3%
Added · +11K sh
29John Hancock Exchange Traded
MULTIFACTOR MI
$3.4M45.8K
0.9%
−2.2%
Reduced · −1K sh
30J P Morgan Exchange Traded F
NASDAQ EQT PREM
$3.1M51.2K
0.9%
−0.5%
Reduced · −258 sh
31Eli Lilly & Co
COM
$2.6M2.1K
0.7%
Held
32LPL Finl Hldgs Inc
COM
$2.4M8.7K
0.7%
+0.1%
Added · +5 sh
33Etfis Ser TR I
VIRTUS NEWFLEET
$2.4M104.1K
0.6%
+28%
Added · +23K sh
34Vaneck ETF Trust
REAL ASSETS ETF
$2.2M54.9K
0.6%
+18%
Added · +8K sh
35Harbor ETF Trust
COMM ALL WEA ETF
$2.2M74.1K
0.6%
−13%
Reduced · −11K sh
36Coca Cola Cons Inc
COM
$2.1M11.0K
0.6%
−1.8%
Reduced · −198 sh
37Cisco Sys Inc
COM
$2.0M17.1K
0.5%
−5.5%
Reduced · −990 sh
38Broadcom Inc
COM
$1.7M4.5K
0.5%
−2.5%
Reduced · −114 sh
39Wisdomtree TR
US LARGECAP DIVD
$1.6M16.9K
0.4%
+3.9%
Added · +629 sh
40First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.6M19.9K
0.4%
+3.9%
Added · +748 sh
41SPDR Series Trust
ST STR SP600 SML
$1.6M27.9K
0.4%
−2.6%
Reduced · −733 sh
42Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.2K
0.4%
+13%
Added · +376 sh
43Guggenheim Strategic Opportu
COM SBI
$1.6M145.3K
0.4%
+5.3%
Added · +7K sh
44Alphabet Inc
CAP STK CL A
$1.6M4.4K
0.4%
−1.2%
Reduced · −55 sh
45First TR Exchange-Traded FD
SHS
$1.5M31.7K
0.4%
+4.2%
Added · +1K sh
46Sprott Asset Management LP
PHYSICAL SILVER
$1.5M80.2K
0.4%
Held
47Alphabet Inc
CAP STK CL C
$1.4M4.0K
0.4%
−1.2%
Reduced · −50 sh
48Wisdomtree TR
FLOATNG RAT TREA
$1.4M27.5K
0.4%
+3.0%
Added · +816 sh
49RBB FD Inc
F/M US TREASURY
$1.3M27.0K
0.4%
+56%
Added · +10K sh
50Tesla Inc
COM
$1.3M3.1K
0.4%
+67%
Added · +1K sh
Showing 50 of 166 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026166$367.8M13F-HR
Q1 2026Mar 31, 2026May 4, 2026158$313.0M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026140$279.8M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025133$271.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.