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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 14 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KNF KNIFE RIVER CORP Basic Materials 8.0 $670.0 +1.0 +14.3% $83.75 -21.0%
262 ASH ASHLAND INC Basic Materials 10.0 $659.0 +9.0 +900.0% $65.90 +10.3%
263 RBRK RUBRIK INC. Technology 8.0 $643.0 +2.0 +33.3% $80.38 +24.5%
264 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 8.0 $637.0 +5.0 +166.7% $79.62 +42.3%
265 VFC V F CORP Consumer Cyclical 38.0 $634.0 +5.0 +15.2% $16.68 -13.9%
266 BROWN FORMAN CORP 23.0 $630.0 +22.0 +2200.0% $27.39
267 HP HELMERICH & PAYNE INC Energy 19.0 $623.0 +1.0 +5.6% $32.79 +32.8%
268 BCC BOISE CASCADE CO DEL Basic Materials 8.0 $622.0 +3.0 +60.0% $77.75 +6.1%
269 RDNT RADNET INC Healthcare 10.0 $617.0 +3.0 +42.9% $61.70 +24.5%
270 CWEN CLEARWAY ENERGY INC Utilities 18.0 $616.0 +6.0 +50.0% $34.22 -4.9%
271 CPK CHESAPEAKE UTILS CORP Utilities 5.0 $613.0 +1.0 +25.0% $122.60 +9.4%
272 RIG TRANSOCEAN LTD Energy 125.0 $612.0 +36.0 +40.5% $4.90 +20.9%
273 SHOO MADDEN STEVEN LTD Consumer Cyclical 14.0 $590.0 +7.0 +100.0% $42.14 +9.3%
274 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 7.0 $585.0 +2.0 +40.0% $83.57 +0.6%
275 YOU CLEAR SECURE INC Technology 10.0 $558.0 +4.0 +66.7% $55.80 -22.4%
276 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 9.0 $557.0 +5.0 +125.0% $61.89 -2.5%
277 LNTH LANTHEUS HLDGS INC Healthcare 5.0 $555.0 +4.0 +400.0% $111.00 -9.9%
278 RNST RENASANT CORP Financial Services 13.0 $554.0 +2.0 +18.2% $42.62 -2.6%
279 FTDR FRONTDOOR INC Consumer Cyclical 7.0 $544.0 +2.0 +40.0% $77.71 +6.3%
280 WMG WARNER MUSIC GROUP CORP Communication Services 20.0 $542.0 +1.0 +5.3% $27.10 +0.1%
Page 14 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%