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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 14 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LBRT LIBERTY ENERGY INC Energy 25.0 $462.0 +16.0 +177.8% $18.48 +77.9%
262 HAYW HAYWARD HLDGS INC Industrials 29.0 $449.0 +3.0 +11.5% $15.48 -11.7%
263 KGS KODIAK GAS SVCS INC Energy 12.0 $449.0 +7.0 +140.0% $37.42 +93.5%
264 BROS DUTCH BROS INC Consumer Cyclical 7.0 $429.0 +1.0 +16.7% $61.29 -12.8%
265 ADMA ADMA BIOLOGICS INC Healthcare 23.0 $420.0 +2.0 +9.5% $18.26 -53.7%
266 ACAD ACADIA PHARMACEUTICALS INC Healthcare 15.0 $401.0 +3.0 +25.0% $26.73 -20.2%
267 CWEN CLEARWAY ENERGY INC Utilities 12.0 $400.0 +1.0 +9.1% $33.33 +14.5%
268 TPG TPG INC Financial Services 6.0 $384.0 +3.0 +100.0% $64.00 -36.5%
269 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 7.0 $376.0 +4.0 +133.3% $53.71 -4.3%
270 RIG TRANSOCEAN LTD Energy 89.0 $368.0 +65.0 +270.8% $4.13 +77.5%
271 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6.0 $351.0 +1.0 +20.0% $58.50 -0.3%
272 TR TOOTSIE ROLL INDS INC Consumer Defensive 9.0 $330.0 +3.0 +50.0% $36.67 +10.2%
273 ATKR ATKORE INC Industrials 5.0 $317.0 +4.0 +400.0% $63.40 +20.2%
274 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 25.0 $315.0 +3.0 +13.6% $12.60 -1.4%
275 SHOO MADDEN STEVEN LTD Consumer Cyclical 7.0 $292.0 +2.0 +40.0% $41.71 -3.0%
276 FTDR FRONTDOOR INC Consumer Cyclical 5.0 $289.0 +1.0 +25.0% $57.80 +6.4%
277 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5.0 $271.0 +4.0 +400.0% $54.20 -12.0%
278 TDW TIDEWATER INC NEW Energy 5.0 $253.0 +4.0 +400.0% $50.60 +67.1%
279 VCYT VERACYTE INC Healthcare 6.0 $253.0 +2.0 +50.0% $42.17 +7.2%
280 CNXC CONCENTRIX CORP Technology 6.0 $250.0 +4.0 +200.0% $41.67 -37.9%
Page 14 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%