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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 16 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AVNT AVIENT CORPORATION Basic Materials 11.0 $407.0 +1.0 +10.0% $37.00 +20.7%
302 IOSP INNOSPEC INC Basic Materials 5.0 $407.0 +4.0 +400.0% $81.40 +15.0%
303 WSC WILLSCOT HLDGS CORP Industrials 13.0 $376.0 +7.0 +116.7% $28.92 -23.5%
304 FG F&G ANNUITIES & LIFE INC Financial Services 14.0 $373.0 +6.0 +75.0% $26.64 -15.1%
305 PERIMETER SOLUTIONS INC 10.0 $357.0 +7.0 +233.3% $35.70
306 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 11.0 $344.0 +6.0 +120.0% $31.27 +3.5%
307 RUN SUNRUN INC Energy 25.0 $335.0 +3.0 +13.6% $13.40 -31.6%
308 IMMUNITYBIO INC 36.0 $316.0 +33.0 +1100.0% $8.78
309 JBLU JETBLUE AIRWAYS CORP Industrials 54.0 $310.0 +14.0 +35.0% $5.74 -14.8%
310 OLN OLIN CORP Basic Materials 15.0 $298.0 +12.0 +400.0% $19.87 -7.3%
311 ALRM ALARM COM HLDGS INC Technology 6.0 $281.0 +1.0 +20.0% $46.83 +22.8%
312 GREIF INC 3.0 $281.0 +1.0 +50.0% $93.67
313 CLSK CLEANSPARK INC Technology 14.0 $204.0 +11.0 +366.7% $14.57 -17.8%
314 NOG NORTHERN OIL & GAS INC Energy 11.0 $200.0 +3.0 +37.5% $18.18 +50.3%
315 TNET TRINET GROUP INC Industrials 4.0 $198.0 +1.0 +33.3% $49.50 +42.5%
316 SLVM SYLVAMO CORP Basic Materials 5.0 $189.0 +4.0 +400.0% $37.80 -2.8%
317 UA UNDER ARMOUR INC 23.0 $144.0 +12.0 +109.1% $6.26
318 CRGY CRESCENT ENERGY COMPANY Energy 13.0 $128.0 +4.0 +44.4% $9.85 +42.7%
Page 16 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%