Home / Leaderboard / Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc.
Scott Burnett · Investment Advisor · Fixed Income
Zions Capital Advisors, Inc., established in 2004 and headquartered in Salt Lake City, Utah, is a SEC-registered investment advisor and a non-bank subsidiary of Zions Bancorporation, N.A. The firm specializes in providing institutional liquidity management and short-term fixed-income solutions, primarily serving state, municipal, and governmental entities. Its focus is on optimizing short-term cash resources while emphasizing capital preservation and liquidity requirements. Zions Capital Advisors manages portfolios comprising money market instruments, U.S. Treasuries, agency securities, and high-grade corporate and municipal obligations. The firm employs fundamental analysis to tailor investment strategies to the specific cash flow and liquidity needs of its institutional clients, operating as part of the broader Zions Capital Markets and wealth management framework.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.3% |
| YTD return | +15.8% |
| Sharpe ratio | 3.40 |
| Win rate | 79% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ilmgmt.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.0% | +22.4% |
| AGM | Federal Agricultural Mortgage Corporation | 10.5% | +34.7% |
| AAPL | Apple Inc | 10.1% | +32.4% |
| AMZN | Amazon.com Inc | 9.0% | +15.4% |
| MSFT | Microsoft Corporation | 8.2% | +0.2% |
| GOOGL | Alphabet Inc Class A | 6.9% | +40.9% |
| META | Meta Platforms Inc. | 5.7% | +3.6% |
| AVGO | Broadcom Inc | 4.2% | +10.1% |
| ASML | ASML Holding NV ADR | 3.6% | +69.3% |
| NFLX | Netflix Inc | 3.2% | -31.6% |
| V | Visa Inc. Class A | 3.0% | +4.8% |
| XOM | Exxon Mobil Corp | 2.9% | +39.3% |
| TTE | TotalEnergies SE ADR | 2.5% | +16.1% |
| TSM | Taiwan Semiconductor Manufacturing | 2.5% | +55.0% |
| TSLA | Tesla Inc | 2.4% | -16.6% |
| JNJ | Johnson & Johnson | 2.3% | +42.8% |
| CVX | Chevron Corp | 2.1% | +32.1% |
| NGG | National Grid PLC ADR | 2.1% | -17.1% |
| USB | U.S. Bancorp | 2.0% | +6.5% |
| PNC | PNC Financial Services Group Inc | 2.0% | +2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Apr 13, 2026 | BUY | TSM | 2.3% → 2.5% |
| Apr 13, 2026 | BUY | NGG | 2.2% → 2.1% |
| Apr 13, 2026 | SELL | ABBV | 2.1% → 0.0% |
| Apr 13, 2026 | BUY | XOM | 3.0% → 2.9% |
| Apr 13, 2026 | SELL | TSLA | 2.8% → 2.4% |
Investment Style Analysis
Zions Capital Advisors, Inc. is widely recognized for employing a Fixed Income strategy. As of Sep 22, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Credit Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Apr 13, Zions Capital Advisors, Inc. made a significant move by increasing exposure to TSM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy centers on capital preservation and liquidity for institutional clients, specifically governmental and municipal entities. By utilizing a disciplined, layered approach to short-term cash management, Zions Capital Advisors seeks to enhance yields on short-term assets without compromising the immediate liquidity requirements of its clients. The strategy integrates thorough credit analysis and duration management, focusing on high-quality fixed-income instruments such as Treasuries, high-grade corporate debt, and municipal bonds. Each portfolio is customized based on the client's unique investment policy, risk tolerance, and cash flow cycles to ensure stability and reliable performance across varying interest rate environments.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Zions Capital Advisors, Inc..
Similar Investment Style
Based on Fixed Income.
- KfW — Stefan Wintels · 3M 0.0%
- American International Group, Inc. — Peter Zaffino · 3M +21.0%
- W. R. Berkley Corporation — William R. Berkley · 3M -1.4%
- Arch Capital Group Ltd. — Nicolas Papadopoulo · 3M 0.0%
Frequently asked questions
How is the simulated portfolio for Zions Capital Advisors, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Zions Capital Advisors, Inc.'s largest holding?
As of the latest filing, Zions Capital Advisors, Inc.'s top position is NVIDIA Corporation (NVDA), representing 15.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Zions Capital Advisors, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +20.3% with a win rate of 79%. Notably, the portfolio maintains a Sharpe Ratio of 3.40, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Zions Capital Advisors, Inc. primarily invest in?
Zions Capital Advisors, Inc. has a strong preference for the Semiconductors sector, which makes up 21.6% of their disclosed assets. The portfolio also has exposure to Credit Services, indicating a specific thematic focus.
Is Zions Capital Advisors, Inc.'s portfolio concentrated or diversified?
Zions Capital Advisors, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Zions Capital Advisors, Inc. performed in 2026?
Our AI-simulated model portfolio for Zions Capital Advisors, Inc. tracks a Year-to-Date (YTD) return of +15.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott Burnett manage Zions Capital Advisors, Inc. directly?
Yes, Scott Burnett serves as the key portfolio manager for Zions Capital Advisors, Inc., overseeing the investment strategy and final capital allocation decisions.