Z3 Capital Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2127787
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13F Reported Value
ⓘ$476.4M
Holdings
192
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Z3 Capital Partners, LLC disclosed 192 positions worth $476.4M in its Form 13F-HR for Q2 2026, led by $EMO (ClearBridge Energy Midstream Opportunity Fund Inc.) at 6.6% of the equity portfolio, followed by $MU and $BAC. During the quarter the fund opened 22 new positions and exited 17 and a full exit from $AR. The portfolio is most concentrated in Other (44.8% of disclosed assets). All figures are sourced directly from Z3 Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2127787.
AI Fund Analysis
DiversifyingSector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- $31.6M629,814 sh
- 86.2#4
Quality
$21.1M18,292 sh - 67.6#349
Quality
$20.2M354,946 sh - $19.8M391,338 sh
- 85.9
Quality
$18.9M94,519 sh - 84.6
Quality
$17.9M153,011 sh - $16.2M411,393 sh
- 68.7
Quality
$14.1M59,038 sh NEUBERGER NEXT GENERATION COMMON STOCK - COMMON STOCK
—Quality
$12.0M726,651 sh- 78.2
Quality
$11.3M31,583 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ClearBridge Energy Midstream Opportunity Fund Inc.$EMO | — | $31.6M | 629,814 |
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $21.1M | 18,292 |
 BANK OF AMERICA CORP /DE/$BAC | 67.6#349 | $20.2M | 354,946 |
 BlackRock Science & Technology Trust$BST | — | $19.8M | 391,338 |
 NVIDIA CORP$NVDA | 85.9 | $18.9M | 94,519 |
 Palantir Technologies Inc.$PLTR | 84.6 | $17.9M | 153,011 |
 JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND$BTO | — | $16.2M | 411,393 |
 AMAZON COM INC$AMZN | 68.7 | $14.1M | 59,038 |
| NEUBERGER NEXT GENERATION COMMON STOCK - COMMON STOCK | — | $12.0M | 726,651 |
 Alphabet Inc.$GOOG | 78.2 | $11.3M | 31,583 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Z3 Capital Partners, LLC's 192 positions.
Showing top 10 of 192 holdings.
Sector Allocation
Other
$213.6M
Technology
$152.6M
Financials
$40.3M
Consumer Discretionary
$21.6M
Healthcare
$16.6M
Industrials
$15.3M
Consumer Staples
$7.7M
Energy
$5.8M
Top Holdings — Z3 Capital Partners, LLC (Q2 2026)
Top 150 of 192 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | $31.6M | 6.6% | -0% | — |
| 2 | $MU | MICRON TECHNOLOGY INC | $21.1M | 4.4% | -5% | 86.2 |
| 3 | $BAC | BANK OF AMERICA CORP /DE/ | $20.2M | 4.3% | -1% | 67.6 |
| 4 | $BST | BlackRock Science & Technology Trust | $19.8M | 4.2% | +1% | — |
| 5 | $NVDA | NVIDIA CORP | $18.9M | 4.0% | +1% | 85.9 |
| 6 | $PLTR | Palantir Technologies Inc. | $17.9M | 3.8% | +1% | 84.6 |
| 7 | $BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | $16.2M | 3.4% | +1% | — |
| 8 | $AMZN | AMAZON COM INC | $14.1M | 3.0% | +8% | 68.7 |
| 9 | — | NEUBERGER NEXT GENERATION COMMON STOCK - COMMON STOCK | $12.0M | 2.5% | +3% | — |
| 10 | $GOOG | Alphabet Inc. | $11.3M | 2.4% | +5% | 78.2 |
| 11 | — | PACER FDS TR US LARGE CAP CASH COWS - US LRG CP CASH | $10.1M | 2.1% | -1% | — |
| 12 |  $RBRK | Rubrik, Inc. | $10.1M | 2.1% | +10% | 56.6 |
| 13 |  $ALAB | Astera Labs, Inc. | $9.8M | 2.1% | -0% | 75.1 |
| 14 |  $BSTZ | BlackRock Science & Technology Term Trust | $9.5M | 2.0% | +3% | — |
| 15 |  $TSLA | Tesla, Inc. | $8.9M | 1.9% | +5% | 53.9 |
| 16 | — | FT VEST SMID RISING DIVID ACHIEVERS TARGET - FT VEST SMID | $8.1M | 1.7% | +2% | — |
| 17 |  $MSFT | MICROSOFT CORP | $7.8M | 1.6% | +9% | 79.8 |
| 18 | — | JANUS SMALL/MID CAP GROWTH ALPHA ETF - HENDERSN SML ETF | $7.5M | 1.6% | +0% | — |
| 19 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - NASDAQ EQT PREM | $7.3M | 1.5% | +5% | — |
| 20 | — | LMP CAP & INCOME FD INCORPORATED - COM | $6.7M | 1.4% | +1% | — |
| 21 | — | JANUS SMALL CAP GROWTH ALPHA ETF - HENDERSN CAP ETF | $6.4M | 1.4% | -1% | — |
| 22 |  $BMEZ | BlackRock Health Sciences Term Trust | $6.0M | 1.3% | +7% | — |
| 23 |  $BTX | BlackRock Technology & Private Equity Term Trust | $5.7M | 1.2% | +14% | — |
| 24 | — | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF - NASDA 100 ETF | $5.6M | 1.2% | NEW | — |
| 25 |  $AAPL | Apple Inc. | $5.5M | 1.2% | -2% | 76.4 |
| 26 |  $PROF | Profound Medical Corp. | $5.5M | 1.1% | +0% | — |
| 27 |  $PI | IMPINJ INC | $5.4M | 1.1% | +4% | 41.1 |
| 28 |  $CRDO | Credo Technology Group Holding Ltd | $5.1M | 1.1% | +3% | 55.1 |
| 29 |  $HQH | abrdn Healthcare Investors | $5.1M | 1.1% | +1% | — |
| 30 | — | JANUS HENDERSON AAA CLO ETF - HENDRSON AAA CL | $5.0M | 1.1% | -15% | — |
| 31 |  $IDE | Voya Infrastructure, Industrials & Materials Fund | $4.9M | 1.0% | +10% | — |
| 32 |  $UBER | Uber Technologies, Inc | $4.9M | 1.0% | +5% | 73.5 |
| 33 | — | DIREXION DAILY GOOGL BULL 2X SHARES - DLY GOOGL BUL 2X | $4.2M | 0.9% | +2% | — |
| 34 | — | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND - SHS | $3.5M | 0.7% | +1% | — |
| 35 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $3.4M | 0.7% | +1% | — |
| 36 | — | PACER US CASH COWS 100 ETF - US CASH COWS 100 | $3.4M | 0.7% | +2% | — |
| 37 | — | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF - FT ENER INCO ETF | $3.4M | 0.7% | -0% | — |
| 38 |  $JPM | JPMORGAN CHASE & CO | $3.4M | 0.7% | -1% | 70.7 |
| 39 |  $SMCI | Super Micro Computer, Inc. | $3.3M | 0.7% | +15% | 62 |
| 40 | — | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF - FT VEST S&P 500 | $3.2M | 0.7% | -28% | — |
| 41 |  $KNSL | Kinsale Capital Group, Inc. | $3.1M | 0.6% | +1% | 77.3 |
| 42 |  $LLY | ELI LILLY & Co | $2.8M | 0.6% | -2% | 87.5 |
| 43 |  $CRWV | CoreWeave, Inc. | $2.8M | 0.6% | +11% | 52.2 |
| 44 |  $MRVL | Marvell Technology, Inc. | $2.7M | 0.6% | -6% | 76.5 |
| 45 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.5% | -1% | 69 |
| 46 |  $GOOGL | Alphabet Inc. | $2.4M | 0.5% | +1% | 78.2 |
| 47 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.4M | 0.5% | +0% | 62.4 |
| 48 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $2.3M | 0.5% | -8% | — |
| 49 |  $KO | COCA COLA CO | $2.0M | 0.4% | -0% | 69.5 |
| 50 |  $PM | Philip Morris International Inc. | $1.8M | 0.4% | -3% | 75.9 |
| 51 |  $AVGO | Broadcom Inc. | $1.8M | 0.4% | +0% | 84.5 |
| 52 |  $CVX | CHEVRON CORP | $1.7M | 0.4% | -5% | 62.8 |
| 53 |  $QCOM | QUALCOMM INC/DE | $1.7M | 0.4% | -1% | 70.5 |
| 54 |  $THQ | abrdn Healthcare Opportunities Fund | $1.7M | 0.4% | +1% | — |
| 55 |  $XOM.R34088 | EXXON MOBIL CORP | $1.7M | 0.4% | -19% | 57.9 |
| 56 |  $BX | Blackstone Inc. | $1.7M | 0.3% | -2% | 74.4 |
| 57 |  $OKTA | Okta, Inc. | $1.7M | 0.3% | +5% | 64.7 |
| 58 |  $WMT | Walmart Inc. | $1.6M | 0.3% | -1% | 60.2 |
| 59 |  $RTX | RTX Corp | $1.6M | 0.3% | +0% | 73.2 |
| 60 |  $BAH | Booz Allen Hamilton Holding Corp | $1.5M | 0.3% | +3% | 58 |
| 61 |  $MGNI | MAGNITE, INC. | $1.4M | 0.3% | -7% | 66.1 |
| 62 |  $HQL | abrdn Life Sciences Investors | $1.4M | 0.3% | +7% | — |
| 63 |  $META | Meta Platforms, Inc. | $1.4M | 0.3% | +85% | 79.6 |
| 64 |  $BGR | BlackRock Energy & Resources Trust | $1.4M | 0.3% | -12% | — |
| 65 | — | DIREXION DAILY TSLA BULL 2X SHARES - DLY TSLA BULL 2X | $1.4M | 0.3% | +8% | — |
| 66 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.3% | +1% | — |
| 67 |  $NOW | ServiceNow, Inc. | $1.3M | 0.3% | +155% | 72.9 |
| 68 |  $FIG | Figma, Inc. | $1.3M | 0.3% | +34% | 43.9 |
| 69 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.3% | -1% | 73.8 |
| 70 |  $LOW | LOWES COMPANIES INC | $1.2M | 0.3% | -3% | 60.8 |
| 71 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.3% | -3% | 67.4 |
| 72 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $1.1M | 0.2% | -6% | — |
| 73 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.2% | -2% | 70.3 |
| 74 |  $V | VISA INC. | $1.1M | 0.2% | -4% | 82.9 |
| 75 |  $SHOP | SHOPIFY INC. | $1.1M | 0.2% | +0% | 64.9 |
| 76 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $1.1M | 0.2% | -2% | — |
| 77 | — | ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | $1.1M | 0.2% | +268% | — |
| 78 |  $SHW | SHERWIN WILLIAMS CO | $1.0M | 0.2% | -3% | 61.3 |
| 79 | — | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND - COM SHS | $1.0M | 0.2% | -2% | — |
| 80 |  $PANW | Palo Alto Networks Inc | $1.0M | 0.2% | +0% | 65.5 |
| 81 |  $COST | COSTCO WHOLESALE CORP /NEW | $985,317 | 0.2% | -1% | 66.2 |
| 82 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $955,196 | 0.2% | +3% | — |
| 83 |  $PEP | PEPSICO INC | $949,696 | 0.2% | -3% | 63.4 |
| 84 |  $APP | AppLovin Corp | $914,533 | 0.2% | +0% | 84.4 |
| 85 |  $MKL | MARKEL GROUP INC. | $906,197 | 0.2% | +0% | 60.2 |
| 86 |  $ABBV | AbbVie Inc. | $896,939 | 0.2% | -0% | 72.6 |
| 87 |  $NSC | NORFOLK SOUTHERN CORP | $884,942 | 0.2% | +0% | 63.2 |
| 88 | — | PACER US SMALL CAP CASH COWS ETF - US SM CAP CA ETF | $876,983 | 0.2% | -2% | — |
| 89 |  $HD | HOME DEPOT, INC. | $841,022 | 0.2% | -1% | 60.3 |
| 90 | — | DIREXION DAILY AMZN BULL 2X - DLY AMZN BULL 2X | $814,721 | 0.2% | +26% | — |
| 91 |  $MCD | MCDONALDS CORP | $775,878 | 0.2% | -1% | 69 |
| 92 |  $FLEX | FLEX LTD. | $769,833 | 0.2% | +0% | — |
| 93 | — | T. ROWE PRICE CAP APPREC PRM INC ETF - CAP APP PREM ETF | $767,010 | 0.2% | NEW | — |
| 94 |  $TFC | TRUIST FINANCIAL CORP | $755,587 | 0.2% | +8% | 76.4 |
| 95 |  $AMGN | AMGEN INC | $753,572 | 0.2% | +0% | 79.2 |
| 96 |  $GD | GENERAL DYNAMICS CORP | $753,123 | 0.2% | +0% | 68.7 |
| 97 | — | ISHARES TR S&P MC 400GR ETF - S&P MC 400GR ETF | $743,123 | 0.2% | -8% | — |
| 98 |  $PG | PROCTER & GAMBLE Co | $742,418 | 0.2% | -3% | 64.6 |
| 99 |  $TRVI | Trevi Therapeutics, Inc. | $732,013 | 0.1% | -1% | — |
| 100 |  $JCE | Nuveen Core Equity Alpha Fund | $677,482 | 0.1% | +2% | — |
| 101 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $674,142 | 0.1% | -4% | — |
| 102 |  $KMI | KINDER MORGAN, INC. | $651,485 | 0.1% | -1% | 71.3 |
| 103 | — | ISHARES TR S&P SML 600 GWT - S&P SML 600 GWT | $647,648 | 0.1% | -9% | — |
| 104 |  $AFL | AFLAC INC | $633,144 | 0.1% | +0% | 61.3 |
| 105 | — | FIRST TRUST INDXX NEXTG ETF - INDXX NEXTG ETF | $611,682 | 0.1% | -8% | — |
| 106 |  $EQT | EQT Corp | $611,455 | 0.1% | -36% | 83.7 |
| 107 |  $ROK | ROCKWELL AUTOMATION, INC | $603,503 | 0.1% | -18% | 63.6 |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $598,134 | 0.1% | -9% | 70 |
| 109 |  $AXP | AMERICAN EXPRESS CO | $598,026 | 0.1% | +0% | 69.4 |
| 110 |  $MDLZ | Mondelez International, Inc. | $578,226 | 0.1% | -5% | 56.4 |
| 111 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $565,075 | 0.1% | +0% | 73.7 |
| 112 |  $KTB | Kontoor Brands, Inc. | $560,410 | 0.1% | +0% | 66 |
| 113 |  $SO | SOUTHERN CO | $558,825 | 0.1% | -2% | 62 |
| 114 |  $ORCL | ORACLE CORP | $554,399 | 0.1% | +0% | 66.2 |
| 115 |  $S | SentinelOne, Inc. | $510,797 | 0.1% | +7% | 44.4 |
| 116 |  $MRK | Merck & Co., Inc. | $509,888 | 0.1% | +0% | 59.9 |
| 117 |  $ADP | AUTOMATIC DATA PROCESSING INC | $506,799 | 0.1% | +0% | 69.8 |
| 118 |  $RY | ROYAL BANK OF CANADA | $501,301 | 0.1% | +0% | 74.8 |
| 119 |  $ATAI.R1840904 | Atai Beckley N.V. | $487,607 | 0.1% | NEW | — |
| 120 |  $KKR | KKR & Co. Inc. | $483,405 | 0.1% | +0% | 54.3 |
| 121 |  $D | DOMINION ENERGY, INC | $480,232 | 0.1% | -3% | 69.9 |
| 122 |  $GS | GOLDMAN SACHS GROUP INC | $459,162 | 0.1% | -3% | 73.5 |
| 123 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $451,150 | 0.1% | +0% | — |
| 124 |  $VNO | VORNADO REALTY TRUST | $449,985 | 0.1% | -18% | 50.1 |
| 125 |  $IONQ | IonQ, Inc. | $440,727 | 0.1% | NEW | 30.2 |
| 126 |  $CRSP | CRISPR Therapeutics AG | $436,320 | 0.1% | +28% | 9.7 |
| 127 |  $DELL | Dell Technologies Inc. | $431,460 | 0.1% | NEW | 71.2 |
| 128 |  $DYN | Dyne Therapeutics, Inc. | $420,324 | 0.1% | -1% | — |
| 129 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ST STR CARE ETF | $411,852 | 0.1% | -8% | — |
| 130 |  $APYX | Apyx Medical Corp | $409,079 | 0.1% | -2% | 27.6 |
| 131 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - EQUITY PREMIUM | $399,596 | 0.1% | +0% | — |
| 132 |  $BE | Bloom Energy Corp | $391,997 | 0.1% | NEW | 66.2 |
| 133 | — | FEDERATED HERMES ENHANCED INCOME ETF - ENHANCED INCOME | $386,280 | 0.1% | +52% | — |
| 134 |  $DUK | Duke Energy CORP | $377,049 | 0.1% | +0% | 56.4 |
| 135 |  $EMR | EMERSON ELECTRIC CO | $376,555 | 0.1% | +0% | 65.3 |
| 136 |  $MA | Mastercard Inc | $374,928 | 0.1% | +0% | 85.1 |
| 137 |  $FDX | FEDEX CORP | $358,787 | 0.1% | -9% | 60.3 |
| 138 |  $BA | BOEING CO | $358,258 | 0.1% | +0% | 61.6 |
| 139 |  $COP | CONOCOPHILLIPS | $358,192 | 0.1% | -14% | 70.2 |
| 140 | — | VANGUARD FINANCIALS ETF - FINANCIALS ETF | $349,540 | 0.1% | -10% | — |
| 141 |  $VZ | VERIZON COMMUNICATIONS INC | $345,960 | 0.1% | -9% | 65.8 |
| 142 | — | FIRST TRUST NASDAQ CEA CYBERSECURITY ETF - NASDAQ CYB ETF | $337,991 | 0.1% | +6% | — |
| 143 |  $ETN | Eaton Corp plc | $334,504 | 0.1% | +0% | — |
| 144 |  $ABT | ABBOTT LABORATORIES | $323,332 | 0.1% | -11% | 65.5 |
| 145 |  $YOU | Clear Secure, Inc. | $317,661 | 0.1% | +0% | 73.1 |
| 146 |  $SYK | STRYKER CORP | $315,568 | 0.1% | +0% | 72.1 |
| 147 |  $INTC | INTEL CORP | $313,888 | 0.1% | NEW | 45.6 |
| 148 |  $OWL | BLUE OWL CAPITAL INC. | $313,469 | 0.1% | NEW | 48.8 |
| 149 |  $ED | CONSOLIDATED EDISON INC | $313,194 | 0.1% | +0% | 67.3 |
| 150 |  $CAT | CATERPILLAR INC | $308,821 | 0.1% | +0% | 66.5 |
New Positions (22)
GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF - NASDA 100 ETF$5.6M
T. ROWE PRICE CAP APPREC PRM INC ETF - CAP APP PREM ETF$767,010
$ATAI.R1840904 Atai Beckley N.V.$487,607$IONQ IonQ, Inc.$440,727$DELL Dell Technologies Inc.$431,460$BE Bloom Energy Corp$391,997$INTC INTEL CORP$313,888$OWL BLUE OWL CAPITAL INC.$313,469
$ONDS Ondas Inc.$291,366
$TXN TEXAS INSTRUMENTS INC$289,128 DIREXION DAILY META BULL 2X SHARES - DLY META BULL 2X$274,489
INVESTMENT MANAGERS SER TR II TRADR 2X LONG - TRADR 2X LONG$251,412
$DAL DELTA AIR LINES, INC.$248,087
$AUB Atlantic Union Bankshares Corp$231,309
$CARR CARRIER GLOBAL Corp$224,842Exited Positions (17)
$AR ANTERO RESOURCES Corp
$DVN DEVON ENERGY CORP/DE
$CNR Core Natural Resources, Inc.
$CTRA Coterra Energy Inc.
$ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
$LAZ Lazard, Inc.
$OKE ONEOK INC /NEW/ EATON VANCE TAX-MANAGED GLOBAL
STATE STREET ENERGY SELECT SECTOR SPDR ETF
$CNS COHEN & STEERS, INC.
$ACN Accenture plc
$PATH UiPath, Inc. VANECK MORTGAGE REIT INCOME ETF
$ACP abrdn Income Credit Strategies Fund
$JFR NUVEEN FLOATING RATE INCOME FUNDBrowse Top Institutional Investors
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