Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563

13F Portfolio $1.0B AUM 1,351 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 56 New 318 Added 326 Reduced 76 Exited

Page 10 of 16 · 318 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
181	M	MACYS INC	Consumer Cyclical	73.0	$2K	—	+5.0	+7.3%	$23.56	-3.1%
182	TSN	TYSON FOODS INC	Consumer Defensive	30.0	$2K	—	+1.0	+3.5%	$57.27	+2.1%
183	DAR	DARLING INGREDIENTS INC	Consumer Defensive	31.0	$2K	—	+7.0	+29.2%	$54.65	+20.3%
184	LYB	LYONDELLBASELL INDUSTRIES NV	Basic Materials	32.0	$2K	—	+27.0	+540.0%	$52.66	+28.2%
185	RIOT	RIOT PLATFORMS INC	Financial Services	61.0	$2K	—	+38.0	+165.2%	$27.39	-27.6%
186	—	SMURFIT WESTROCK PLC	—	36.0	$2K	—	+14.0	+63.6%	$46.28	—
187	AAON	AAON INC	Industrials	13.0	$2K	—	+3.0	+30.0%	$126.92	-37.4%
188	FLS	FLOWSERVE CORP	Industrials	22.0	$2K	—	+2.0	+10.0%	$74.18	+7.0%
189	AAL	AMERICAN AIRLINES GROUP INC	Industrials	90.0	$2K	—	+8.0	+9.8%	$18.08	-23.6%
190	CLX	CLOROX CO DEL	Consumer Defensive	17.0	$2K	—	+12.0	+240.0%	$95.47	+11.8%
191	CBSH	COMMERCE BANCSHARES INC	Financial Services	28.0	$2K	—	+5.0	+21.7%	$57.75	+1.1%
192	TTC	TORO CO	Industrials	16.0	$2K	—	+4.0	+33.3%	$97.44	+2.1%
193	MCY	MERCURY GENL CORP NEW	Financial Services	14.0	$1K	—	+2.0	+16.7%	$106.64	-0.9%
194	MTRN	MATERION CORP	Basic Materials	5.0	$1K	—	+4.0	+400.0%	$297.40	-22.0%
195	VLYPN	VALLEY NATL BANCORP	—	98.0	$1K	—	+8.0	+8.9%	$14.65	—
196	PR	PERMIAN RESOURCES CORP	Energy	75.0	$1K	—	+8.0	+11.9%	$18.41	+29.0%
197	CART	MAPLEBEAR INC	Consumer Cyclical	29.0	$1K	—	+12.0	+70.6%	$47.38	+5.2%
198	GTES	GATES INDL CORP PLC	Industrials	48.0	$1K	—	+2.0	+4.3%	$27.98	-7.4%
199	EMN	EASTMAN CHEM CO	Basic Materials	20.0	$1K	—	+13.0	+185.7%	$67.00	+10.6%
200	—	SOMNIGROUP INTERNATIONAL INC	—	17.0	$1K	—	+1.0	+6.2%	$78.41	—

Page 10 of 16 · 318 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 39.2%

Financial Services 19.2%

Consumer Cyclical 12.7%

Industrials 7.8%

Energy 5.8%

Utilities 3.9%

Communication Services 3.9%

Healthcare 3.4%

Consumer Defensive 1.9%

Basic Materials 1.1%