Arkolith/Funds/Z3 Capital Partners, LLC

Z3 Capital Partners, LLC

CIK 2127787
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Z3 Capital Partners, LLC holds a diversified book of 192 stocks worth $476.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened GS Nasdaq-100 PR Inc ETF-Usd and trimmed ClearBridge Energy Midstream. Their largest long position is ClearBridge Energy Midstream at 7% of the equity book. Cloning the disclosed picks since 2026 would be +2%. That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
57
existing
Trimmed
75
reduced
Sold out
17
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+1.9%
since May '26
Their reported book
+3.7%
held from quarter-end
S&P 500
+1.0%
same window
$10K$10K$10K$10K$11KMay '26May '26Jun '26Jun '26Jul '26Jul '26
Z3 Capital Partners, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +3.7%, a 1.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Z3 Capital Partners, 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
23%
Top 10 holdings
38%
Top 20 holdings
56%

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

Direct sector allocation

55% mapped to company sectors

ETF / fund or unclassified
45%
Information Technology
30%
Financials
8%
Consumer Discretionary
6%
Health Care
3%
Industrials
2%
Consumer Staples
1%
Energy
1%

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

Funds with the most overlap

Other tracked managers holding the same core names as Z3 Capital Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$536.9B
ROYAL BANK OF CANADA79 / 80$144.6B
UBS Group AG79 / 80$132.2B
RAYMOND JAMES FINANCIAL INC78 / 80$71.4B
OSAIC HOLDINGS, INC.78 / 80$13.5B
WELLS FARGO & COMPANY/MN77 / 80$129.3B
LPL Financial LLC77 / 80$56.6B
FIFTH THIRD BANCORP76 / 80$20.5B

Ranked by how many of Z3 Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

192 positions
#SecurityValueShares% PortLast moveHistory
1ClearBridge Energy Midstream O
COM
$31.6M629.8K
6.6%
−0.4%
Reduced · −2K sh
2Micron Technology Incorporated
COM
$21.1M18.3K
4.4%
−5.3%
Reduced · −1K sh
3Bank Of Amer Corporation
COM
$20.2M354.9K
4.2%
−1.4%
Reduced · −5K sh
4BlackRock Science & Technology SHS
SHS
$19.8M391.3K
4.2%
+0.8%
Added · +3K sh
5Nvidia Corporation
COM
$18.9M94.5K
4.0%
+0.7%
Added · +676 sh
6Palantir Technologies Inc
CL A
$17.9M153.0K
3.7%
+1.4%
Added · +2K sh
7Hancock John Finl Opptys SH Ben Int New
SH BEN INT NEW
$16.2M411.4K
3.4%
+0.6%
Added · +2K sh
8Amazon Com Incorporated
COM
$14.1M59.0K
3.0%
+7.5%
Added · +4K sh
9Neuberger Next Generation Common Stock
COMMON STOCK
$12.0M726.7K
2.5%
+3.2%
Added · +23K sh
10Alphabet Incorporated Cap STK Class A
CAP STK CL A
$11.3M31.6K
2.4%
+5.4%
Added · +2K sh
11Pacer FDS TR US Large Cap Cash Cows
US LRG CP CASH
$10.1M251.7K
2.1%
−1.3%
Reduced · −3K sh
12Rubrik Incorporated. Class A
CL A
$10.1M125.4K
2.1%
+10%
Added · +12K sh
13Astera Labs Incorporated
COM
$9.8M20.4K
2.1%
−0.5%
Reduced · −100 sh
14BlackRock Science & Technology SHS Ben Int
SHS BEN INT
$9.5M316.6K
2.0%
+3.0%
Added · +9K sh
15Tesla Incorporated
COM
$8.9M21.1K
1.9%
+5.0%
Added · +1K sh
16FT Vest Smid Rising Divid Achievers Target
FT VEST SMID
$8.1M349.4K
1.7%
+1.6%
Added · +6K sh
17Microsoft Corporation
COM
$7.8M21.0K
1.6%
+8.7%
Added · +2K sh
18Janus Small/mid Cap Growth Alpha ETF
HENDERSN SML ETF
$7.5M73.7K
1.6%
+0.4%
Added · +295 sh
19JPMorgan Nasdaq Equity Premium Income ETF
NASDAQ EQT PREM
$7.3M118.7K
1.5%
+4.6%
Added · +5K sh
20LMP Cap & Income FD Incorporated
COM
$6.7M425.7K
1.4%
+1.3%
Added · +5K sh
21Janus Small Cap Growth Alpha ETF
HENDERSN CAP ETF
$6.4M69.3K
1.4%
−1.0%
Reduced · −677 sh
22BlackRock Health Sciences Term Trust
COM SHS
$6.0M393.5K
1.3%
+7.4%
Added · +27K sh
23BlackRock Tech And Private Equ SHS Ben Int
SHS BEN INT
$5.7M628.7K
1.2%
+14%
Added · +78K sh
24Goldman Sachs Nasdaq 100 Premium Income ETF
NASDA 100 ETF
$5.6M94.2K
1.2%
New
New position
25Apple Incorporated
COM
$5.5M19.0K
1.2%
−1.5%
Reduced · −299 sh
26Profound Med Corporation Com New (Canada)
COM NEW
$5.5M820.9K
1.1%
+0.4%
Added · +3K sh
27Impinj Incorporated
COM
$5.4M37.7K
1.1%
+3.7%
Added · +1K sh
28Credo Technology Group Holding Ordinary Shares
ORDINARY SHARES
$5.1M18.8K
1.1%
+2.7%
Added · +500 sh
29Abrdn Healthcare Investors SH Ben Int
SH BEN INT
$5.1M230.4K
1.1%
+1.4%
Added · +3K sh
30Janus Henderson Aaa Clo ETF
HENDRSON AAA CL
$5.0M100.0K
1.1%
−15%
Reduced · −18K sh
31Voya Infrastructure Indls & MT
COM
$4.9M357.1K
1.0%
+9.7%
Added · +32K sh
32Uber Technologies Incorporated
COM
$4.9M67.3K
1.0%
+5.0%
Added · +3K sh
33Direxion Daily Googl Bull 2X Shares
DLY GOOGL BUL 2X
$4.2M36.7K
0.9%
+2.1%
Added · +750 sh
34First Trust Nasdaq-100 Technology Index Fund
SHS
$3.5M10.5K
0.7%
+0.9%
Added · +97 sh
35Royce Small Cap Trust Incorporated
COM
$3.4M186.7K
0.7%
+0.5%
Added · +957 sh
36Pacer US Cash Cows 100 ETF
US CASH COWS 100
$3.4M55.0K
0.7%
+2.4%
Added · +1K sh
37FT Energy Income Partners Enhanced Income ETF
FT ENER INCO ETF
$3.4M154.6K
0.7%
−0.3%
Reduced · −435 sh
38JPMorgan Chase & Company
COM
$3.4M10.3K
0.7%
−0.7%
Reduced · −68 sh
39Super Micro Computer Incorporated Com New
COM NEW
$3.3M113.8K
0.7%
+15%
Added · +15K sh
40FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT VEST S&P 500
$3.2M64.0K
0.7%
−28%
Reduced · −25K sh
41Kinsale Cap Group Incorporated
COM
$3.1M9.3K
0.6%
+1.1%
Added · +105 sh
42Eli Lilly & Company
COM
$2.8M2.4K
0.6%
−1.7%
Reduced · −40 sh
43Coreweave Incorporated Com Class A
COM CL A
$2.8M28.1K
0.6%
+11%
Added · +3K sh
44Marvell Technology Incorporated
COM
$2.7M9.1K
0.6%
−5.6%
Reduced · −547 sh
45Johnson & Johnson
COM
$2.5M9.8K
0.5%
−1.3%
Reduced · −131 sh
46Alphabet Incorporated Cap STK Class C
CAP STK CL C
$2.4M6.9K
0.5%
+0.7%
Added · +50 sh
47Capital One Finl Corporation
COM
$2.4M11.8K
0.5%
~0%
Added · +5 sh
48Cohen & Steers Quality Income
COM
$2.3M184.6K
0.5%
−7.5%
Reduced · −15K sh
49Coca Cola Company
COM
$2.0M24.3K
0.4%
−0.2%
Reduced · −44 sh
50Philip Morris International Incorporated
COM
$1.8M9.9K
0.4%
−2.9%
Reduced · −298 sh
Showing 50 of 192 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026192$476.4M13F-HR
Q1 2026Mar 31, 2026May 7, 2026187$394.9M13F-HR
Q4 2025Dec 31, 2025May 7, 2026190$416.2M13F-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.