Z3 Capital Partners, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$394.9M
Q ending 2026-03-31
Prior quarter
$416.2M
Q ending 2025-12-31
Change
-5.1% QoQ
Positions
187
reported holdings

Largest positions

Top 100 of 187 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Clearbridge Energy Midstream OpporEMOShares$33.4M632K
Palantir Technologies IncorporatedPLTRShares$22.1M151K
Bank America CorporationBACShares$17.5M360K
Nvidia CorporationNVDAShares$16.4M94K
Hancock John Finl Opptys Sh Ben InBTOShares$14.7M409K
Blackrock Science & Technology ShsBSTShares$14.1M388K
Amazon Com IncorporatedAMZNShares$11.4M55K
Neuberger Next Generation Common SNBXGShares$9.1M704K
Alphabet Incorporated Cap Stk ClasGOOGLShares$8.6M30K
Pacer Fds Tr Us Large Cap Cash CowCOWGShares$8.6M255K
Tesla IncorporatedTSLAShares$7.5M20K
Ft Vest Smid Rising Divid AchieverSDVDShares$7.5M344K
Microsoft CorporationMSFTShares$7.1M19K
Blackrock Science & Technology ShsBSTZShares$6.8M307K
Micron Technology IncorporatedMUShares$6.5M19K
Jpmorgan Nasdaq Equity Premium IncJEPQShares$6.3M113K
Lmp Cap & Income Fd IncorporatedXSCDXShares$6.3M420K
Janus Henderson Aaa Clo EtfJAAAShares$5.9M118K
Janus Small/Mid Cap Growth Alpha EJSMDShares$5.8M73K
Rubrik Incorporated. Class ARBRKShares$5.6M114K
Profound Med Corporation Com New (PROFShares$5.3M818K
Blackrock Health Sciences Term TruBMEZShares$5.3M366K
Apple IncorporatedAAPLShares$4.9M19K
Janus Small Cap Growth Alpha EtfJSMLShares$4.9M70K
Uber Technologies IncorporatedUBERShares$4.6M64K
Ft Vest S&P 500 Dividend AristocraKNGShares$4.3M89K
Voya Infrastructure Indls & MtIDEShares$4.1M325K
Abrdn Healthcare Investors Sh Ben HQHShares$4.0M227K
Impinj IncorporatedPIShares$3.7M36K
Blackrock Tech And Private Equ ShsBTXShares$3.6M551K
Ft Energy Income Partners EnhancedEIPIShares$3.5M155K
Pacer Us Cash Cows 100 EtfCOWZShares$3.4M54K
Kinsale Cap Group IncorporatedKNSLShares$3.1M9K
Royce Small Cap Trust IncorporatedRVTShares$3.1M186K
Jpmorgan Chase & CompanyJPMShares$3.0M10K
Direxion Daily Googl Bull 2X ShareGGLLShares$2.8M36K
Exxon Mobil CorporationXOMShares$2.6M15K
Johnson & JohnsonJNJShares$2.4M10K
Cohen & Steers Quality IncomeRQIShares$2.4M200K
Chevron CorporationCVXShares$2.3M11K
Super Micro Computer Incorporated SMCIShares$2.3M99K
First Trust Nasdaq-100 Technology QTECShares$2.2M10K
Astera Labs IncorporatedALABShares$2.2M20K
Eli Lilly & CompanyLLYShares$2.2M2K
Capital One Finl CorporationCOFShares$2.2M12K
Alphabet Incorporated Cap Stk ClasGOOGShares$2.0M7K
Coreweave Incorporated Com Class ACRWVShares$2.0M25K
Coca Cola CompanyKOShares$1.9M24K
Blackrock Energy & Res TrBGRShares$1.8M107K
Walmart IncorporatedWMTShares$1.8M15K
Credo Technology Group Holding OrdShares$1.7M18K
Philip Morris International IncorpPMShares$1.7M10K
Rtx CorporationRTXShares$1.7M9K
Blackstone IncorporatedBXShares$1.7M14K
Abrdn Healthcare Opportunities ShsTHQShares$1.5M89K
Broadcom IncorporatedAVGOShares$1.5M5K
Lowes Companies IncorporatedLOWShares$1.3M6K
Antero Resources CorporationARShares$1.3M32K
T Rowe Price Etf Inc Capital AppreTCAFShares$1.3M35K
Devon Energy Corporation NewDVNShares$1.2M24K
Qualcomm IncorporatedQCOMShares$1.2M9K
Berkshire Hathaway Incorporated DeBRK/BShares$1.2M3K
Guggenheim Strategic Opportun Com GOFShares$1.2M109K
State Street Spdr S&P 500 Etf TrusSPYShares$1.2M2K
Blackrock Res & Commodities St ShsBCXShares$1.2M96K
Altria Group IncorporatedMOShares$1.1M17K
Eqt CorporationEQTShares$1.1M18K
Shopify Incorporated Class A Sub VSHOPShares$1.1M9K
Pepsico IncorporatedPEPShares$1.1M7K
Figma Incorporated Class A Com StkFIGShares$1.1M52K
Abrdn Life Sciences Investors Sh BHQLShares$1.1M67K
Direxion Daily Tsla Bull 2X SharesTSLLShares$1.1M90K
Costco Wholesale CorporationCOSTShares$1.1M1K
Sherwin Williams CompanySHWShares$993K3K
Visa Incorporated Com Class AVShares$992K3K
Ishares Tr Rus 1000 Grw EtfIWFShares$984K2K
Magnite IncorporatedMGNIShares$966K81K
Marvell Technology IncorporatedMRVLShares$959K10K
Okta Incorporated Class AOKTAShares$909K12K
Mcdonalds CorporationMCDShares$900K3K
Markel Group IncorporatedMKLShares$888K464
Core Natural Resources IncorporateCNRShares$885K8K
Gabelli Divid & Income TrXGDVXShares$849K32K
First Trust Large Cap Growth AlphaFTCShares$840K5K
Norfolk Southn CorporationNSCShares$807K3K
Home Depot IncorporatedHDShares$792K2K
Pacer Us Small Cap Cash Cows EtfCALFShares$791K18K
Meta Platforms Incorporated Class METAShares$782K1K
Abbvie IncorporatedABBVShares$779K4K
Procter & Gamble CompanyPGShares$755K5K
Cisco Systems IncorporatedCSCOShares$737K10K
Amgen IncorporatedAMGNShares$732K2K
General Dynamics CorporationGDShares$729K2K
Applovin Corporation Com Class AAPPShares$706K2K
Kinder Morgan Incorporated DelKMIShares$693K21K
Ishares Tr S&P Mc 400Gr EtfIJKShares$693K7K
Cohen & Steers InfrastructureUTFShares$655K25K
Truist Finl CorporationTFCShares$645K14K
Coterra Energy IncorporatedCTRAShares$629K18K
Mondelez International IncorporateMDLZShares$606K11K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.