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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 COTY COTY INC Consumer Defensive 18 $56.0 SOLD
62 PRGO PERRIGO CO PLC Healthcare 4 $56.0 SOLD
63 ASGN ASGN INC Technology 1 $49.0 SOLD
64 CLVT CLARIVATE PLC Technology 14 $47.0 SOLD
65 FA FIRST ADVANTAGE CORP NEW Industrials 3 $44.0 SOLD
66 TDOC TELADOC HEALTH INC Healthcare 6 $42.0 SOLD
67 ZD ZIFF DAVIS INC Communication Services 1 $36.0 SOLD
68 DFH DREAM FINDERS HOMES INC Consumer Cyclical 2 $35.0 SOLD
69 AZTA AZENTA INC Healthcare 1 $34.0 SOLD
70 CONFLUENT INC 1 $31.0 SOLD
71 MAN MANPOWERGROUP INC WIS Industrials 1 $30.0 SOLD
72 ALIT ALIGHT INC Technology 14 $28.0 SOLD
73 DV DOUBLEVERIFY HLDGS INC Technology 1 $12.0 SOLD
74 UTZ UTZ BRANDS INC Consumer Defensive 1 $11.0 SOLD
75 CERT CERTARA INC Healthcare 1 $9.0 SOLD
76 COUR COURSERA INC Consumer Defensive 1 $8.0 SOLD
Page 4 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%