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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $919M AUM 1,371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 289 Added 360 Reduced 46 Exited
Page 13 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LW LAMB WESTON HLDGS INC Consumer Defensive 14.0 $587.0 +1.0 +7.7% $41.93 +2.1%
242 VC VISTEON CORP Consumer Cyclical 6.0 $571.0 +1.0 +20.0% $95.17 +14.8%
243 LENNAR CORP 6.0 $571.0 +3.0 +100.0% $95.17
244 MGY MAGNOLIA OIL & GAS CORP Energy 26.0 $570.0 +3.0 +13.0% $21.92 +33.4%
245 EXPO EXPONENT INC Industrials 8.0 $556.0 +7.0 +700.0% $69.50 -17.9%
246 FLAGSTAR BANK NATIONAL ASSOC 44.0 $554.0 +25.0 +131.6% $12.59
247 UEC URANIUM ENERGY CORP Energy 46.0 $538.0 +9.0 +24.3% $11.70 +9.0%
248 JOE ST JOE CO Real Estate 9.0 $535.0 +1.0 +12.5% $59.44 +7.7%
249 INSW INTERNATIONAL SEAWAYS INC Energy 11.0 $535.0 +1.0 +10.0% $48.64 +75.0%
250 WU WESTERN UN CO Financial Services 57.0 $531.0 +29.0 +103.6% $9.32 -7.9%
251 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 14.0 $525.0 +2.0 +16.7% $37.50 +54.6%
252 GTX GARRETT MOTION INC Consumer Cyclical 30.0 $523.0 +11.0 +57.9% $17.43 +90.6%
253 HP HELMERICH & PAYNE INC Energy 18.0 $517.0 +15.0 +500.0% $28.72 +37.9%
254 ECG EVERUS CONSTR GROUP Industrials 6.0 $514.0 +1.0 +20.0% $85.67 +75.9%
255 STNG SCORPIO TANKERS INC Energy 10.0 $509.0 +8.0 +400.0% $50.90 +60.5%
256 CELH CELSIUS HLDGS INC Consumer Defensive 11.0 $504.0 +9.0 +450.0% $45.82 -35.2%
257 AIR AAR CORP Industrials 6.0 $497.0 +1.0 +20.0% $82.83 +31.0%
258 AUB ATLANTIC UN BANKSHARES CORP Financial Services 14.0 $495.0 +1.0 +7.7% $35.36 +6.5%
259 TDC TERADATA CORP DEL Technology 16.0 $488.0 +9.0 +128.6% $30.50 +8.5%
260 KYMR KYMERA THERAPEUTICS INC Healthcare 6.0 $467.0 +4.0 +200.0% $77.83 +3.6%
Page 13 of 15  ·  289 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 35.4%
Financial Services 24.6%
Consumer Cyclical 12.9%
Industrials 7.7%
Energy 5.2%
Communication Services 4.5%
Healthcare 3.2%
Utilities 3.2%
Consumer Defensive 1.7%
Basic Materials 0.9%