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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 10 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JKHY HENRY JACK & ASSOC INC Technology 8.0 $1K -4.0 -33.3% $137.75 +20.7%
182 VRSK VERISK ANALYTICS INC Industrials 6.0 $1K -7.0 -53.9% $179.67 +4.4%
183 NXST NEXSTAR MEDIA GROUP INC Communication Services 6.0 $1K -6.0 -50.0% $178.67 +4.2%
184 VEEV VEEVA SYS INC Healthcare 6.0 $1K -6.0 -50.0% $177.50 +39.7%
185 HALO HALOZYME THERAPEUTICS INC Healthcare 13.0 $1K -1.0 -7.1% $78.31 +38.1%
186 ACIW ACI WORLDWIDE INC Technology 20.0 $1K -2.0 -9.1% $50.30 +3.1%
187 KNSL KINSALE CAP GROUP INC Financial Services 3.0 $990.0 -3.0 -50.0% $330.00 +16.2%
188 PBF PBF ENERGY INC Energy 21.0 $956.0 -3.0 -12.5% $45.52 +61.5%
189 GDDY GODADDY INC Technology 11.0 $934.0 -9.0 -45.0% $84.91 +14.3%
190 NFG NATIONAL FUEL GAS CO Energy 12.0 $927.0 -1.0 -7.7% $77.25 +6.8%
191 TTEK TETRA TECH INC NEW Industrials 31.0 $896.0 -2.0 -6.1% $28.90 +28.0%
192 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 23.0 $891.0 -22.0 -48.9% $38.74 +59.7%
193 DPZ DOMINOS PIZZA INC Consumer Cyclical 3.0 $889.0 -3.0 -50.0% $296.33 +15.4%
194 CAR AVIS BUDGET GROUP INC Industrials 6.0 $887.0 -1.0 -14.3% $147.83 -0.8%
195 DBX DROPBOX INC Technology 32.0 $880.0 -14.0 -30.4% $27.50 +25.3%
196 TYL TYLER TECHNOLOGIES INC Technology 3.0 $878.0 -3.0 -50.0% $292.67 +19.8%
197 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 10.0 $871.0 -3.0 -23.1% $87.10 -13.8%
198 RBLX ROBLOX CORP Technology 16.0 $871.0 -2.0 -11.1% $54.44 -29.5%
199 NKE NIKE INC Consumer Cyclical 21.0 $863.0 -29.0 -58.0% $41.10 -0.8%
200 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 17.0 $848.0 -2.0 -10.5% $49.88 +14.6%
Page 10 of 17  ·  326 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%