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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 11 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UNF UNIFIRST CORP MASS Industrials 5.0 $1K +2.0 +66.7% $264.60 +9.7%
202 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 12.0 $1K +1.0 +9.1% $108.42 -2.3%
203 UFPI UFP INDUSTRIES INC Basic Materials 14.0 $1K +1.0 +7.7% $90.79 -2.2%
204 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 31.0 $1K +3.0 +10.7% $40.87 +10.4%
205 BRKR BRUKER CORP Healthcare 21.0 $1K +3.0 +16.7% $60.19 -1.0%
206 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 32.0 $1K +2.0 +6.7% $38.97 +10.2%
207 LSTR LANDSTAR SYS INC Industrials 6.0 $1K +2.0 +50.0% $206.83 -9.8%
208 SAIC SCIENCE APPLICATIONS INTL CO Technology 11.0 $1K +3.0 +37.5% $110.45 +15.9%
209 CDE COEUR MNG INC Basic Materials 74.0 $1K +2.0 +2.8% $16.32 +28.5%
210 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 22.0 $1K +6.0 +37.5% $54.91 -18.9%
211 DIOD DIODES INC Technology 11.0 $1K +5.0 +83.3% $109.45 -14.1%
212 ENVA ENOVA INTL INC Financial Services 5.0 $1K +4.0 +400.0% $240.80 +0.9%
213 SOUTHSTATE BK CORP 12.0 $1K +1.0 +9.1% $99.92
214 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 17.0 $1K +3.0 +21.4% $69.76 -15.6%
215 SNEX STONEX GROUP INC Financial Services 10.0 $1K +3.0 +42.9% $118.50 -42.2%
216 SIGI SELECTIVE INS GROUP INC Financial Services 12.0 $1K +1.0 +9.1% $97.08 -5.8%
217 CGNX COGNEX CORP Technology 16.0 $1K +11.0 +220.0% $72.44 -16.4%
218 POST POST HLDGS INC Consumer Defensive 13.0 $1K +1.0 +8.3% $88.31 -8.8%
219 AXTA AXALTA COATING SYS LTD Basic Materials 33.0 $1K +3.0 +10.0% $34.24 +5.7%
220 PSN PARSONS CORP DEL Industrials 21.0 $1K +6.0 +40.0% $52.43 -6.4%
Page 11 of 16  ·  318 positions

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%