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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 15 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 9.0 $535.0 +1.0 +12.5% $59.44 -8.7%
282 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 31.0 $534.0 +3.0 +10.7% $17.23 -6.1%
283 USLM UNITED STS LIME & MINERALS I Basic Materials 5.0 $524.0 +2.0 +66.7% $104.80 +13.4%
284 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5.0 $510.0 +4.0 +400.0% $102.00 +10.3%
285 RNG RINGCENTRAL INC Technology 13.0 $507.0 +4.0 +44.4% $39.00 +71.8%
286 ACAD ACADIA PHARMACEUTICALS INC Healthcare 20.0 $506.0 +5.0 +33.3% $25.30 +16.6%
287 UHAL U HAUL HOLDING COMPANY 7.0 $459.0 +1.0 +16.7% $65.57
288 CAG CONAGRA BRANDS INC Consumer Defensive 34.0 $458.0 +19.0 +126.7% $13.47 +22.1%
289 CHRD CHORD ENERGY CORPORATION Energy 4.0 $458.0 +2.0 +100.0% $114.50 +29.1%
290 ATKR ATKORE INC Industrials 6.0 $457.0 +1.0 +20.0% $76.17 +22.9%
291 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 26.0 $451.0 +1.0 +4.0% $17.35 +3.3%
292 OII OCEANEERING INTL INC Energy 11.0 $446.0 +1.0 +10.0% $40.55 +30.7%
293 CNK CINEMARK HLDGS INC Communication Services 14.0 $445.0 +5.0 +55.6% $31.79 +15.1%
294 WLY WILEY JOHN & SONS INC Communication Services 9.0 $437.0 +3.0 +50.0% $48.56 +6.2%
295 VAL VALARIS LTD Energy 6.0 $436.0 +1.0 +20.0% $72.67 +20.8%
296 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 5.0 $424.0 +2.0 +66.7% $84.80 -8.7%
297 VISN VISTANCE NETWORKS INC Technology 33.0 $422.0 +12.0 +57.1% $12.79 -12.3%
298 COMP COMPASS INC Technology 34.0 $420.0 +29.0 +580.0% $12.35 -4.9%
299 SEADRILL LTD 11.0 $417.0 +4.0 +57.1% $37.91
300 WHD CACTUS INC Energy 8.0 $410.0 +3.0 +60.0% $51.25 +35.5%
Page 15 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%