Z3 Capital Partners, LLC - Portfolio overview

Z3 Capital Partners, LLC has 187 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. EMO - CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND, 8.46%
2. PLTR - PALANTIR TECHNOLOGIES INCORPORATED CLASS A, 5.59%
3. BAC - BANK AMERICA CORPORATION, 4.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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