Flynn Zito Capital Management, LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$313M
Holdings
157
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PRF
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 434.4k shares)
6.4%
02
$HFXI
NEW YORK LIFE INVESTMENTS ET
Q1 2026: Exited (was 635.1k shares)
6.3%
03
$IWF
ISHARES TR
Q1 2026: Sold 98.1% (39.7k → 760 shares)
5.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 78.3% (73.6k → 16.0k shares)
5.7%
05
$FLQM
FRANKLIN TEMPLETON ETF TR
Q1 2026: Exited (was 316.7k shares)
4.7%
06
$PYLD
PIMCO ETF TR
Q1 2026: Exited (was 324.2k shares)
4.3%
07
$QGRW
WISDOMTREE TR
Q1 2026: Exited (was 213.9k shares)
4.0%
08
$CRUX
COLUMBIA ETF TR I
Held since at least Q1 2024
3.1%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 79.0% (57.9k → 12.2k shares)
3.1%
10
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 21.0% (122.8k → 97.0k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.