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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 IONQ IONQ INC Technology 6 $270.0 SOLD
42 CALX CALIX INC Technology 5 $265.0 SOLD
43 ROCK GIBRALTAR INDS INC Industrials 5 $248.0 SOLD
44 TCOM TRIP COM GROUP LTD Consumer Cyclical 15 $219.0 SOLD
45 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 6 $218.0 SOLD
46 PRGS PROGRESS SOFTWARE CORP Technology 5 $215.0 SOLD
47 CBZ CBIZ INC Industrials 4 $202.0 SOLD
48 CLEARWAY ENERGY INC 6 $189.0 SOLD
49 WD WALKER & DUNLOP INC Financial Services 3 $181.0 SOLD
50 PGNY PROGYNY INC Healthcare 6 $155.0 SOLD
51 YELP YELP INC Communication Services 5 $152.0 SOLD
52 LBRDA LIBERTY BROADBAND CORP Communication Services 3 $145.0 SOLD
53 ENOV ENOVIS CORPORATION Industrials 5 $134.0 SOLD
54 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1 $114.0 SOLD
55 PTON PELOTON INTERACTIVE INC Consumer Cyclical 18 $111.0 SOLD
56 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 6 $89.0 SOLD
57 AVIDITY BIOSCIENCES INC 1 $73.0 SOLD
58 MCW MISTER CAR WASH INC Consumer Cyclical 11 $62.0 SOLD
59 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3 $61.0 SOLD
60 SYM SYMBOTIC INC Industrials 1 $60.0 SOLD
Page 3 of 4  ·  76 positions
Sector Allocation
Technology 38.9%
Financial Services 19.2%
Consumer Cyclical 12.5%
Industrials 7.7%
Energy 5.9%
Communication Services 4.5%
Utilities 3.9%
Healthcare 3.4%
Consumer Defensive 1.9%
Basic Materials 1.1%