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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 11 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NWS NEWS CORP NEW 30.0 $842.0 -3.0 -9.1% $28.07
202 FLR FLUOR CORP Industrials 16.0 $839.0 -3.0 -15.8% $52.44 -0.0%
203 MANH MANHATTAN ASSOCIATES INC Technology 6.0 $836.0 -1.0 -14.3% $139.33 +54.0%
204 NTB BANK OF N T BUTTERFIELD & SO Financial Services 14.0 $833.0 -1.0 -6.7% $59.50 -1.5%
205 IPGP IPG PHOTONICS CORP Technology 7.0 $822.0 -2.0 -22.2% $117.43 -37.6%
206 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 4.0 $805.0 -1.0 -20.0% $201.25 +6.7%
207 MTDR MATADOR RES CO Energy 16.0 $797.0 -5.0 -23.8% $49.81 +17.2%
208 SKY CHAMPION HOMES INC Consumer Cyclical 9.0 $794.0 -2.0 -18.2% $88.22 +2.3%
209 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 10.0 $769.0 -3.0 -23.1% $76.90 -1.1%
210 INSW INTERNATIONAL SEAWAYS INC Energy 10.0 $766.0 -1.0 -9.1% $76.60 +29.9%
211 MSGE SPHERE ENTERTAINMENT CO Communication Services 6.0 $763.0 -1.0 -14.3% $127.17 -37.2%
212 KGS KODIAK GAS SVCS INC Energy 10.0 $752.0 -2.0 -16.7% $75.20 -18.3%
213 BRC BRADY CORP Industrials 8.0 $733.0 -1.0 -11.1% $91.62 -0.4%
214 MGRC MCGRATH RENTCORP Industrials 6.0 $727.0 -1.0 -14.3% $121.17 -3.7%
215 RLI RLI CORP Financial Services 12.0 $709.0 -3.0 -20.0% $59.08 +10.7%
216 GNTX GENTEX CORP Consumer Cyclical 28.0 $708.0 -1.0 -3.5% $25.29 -6.5%
217 CUSHMAN AND WAKEFIELD LTD 52.0 $697.0 -2.0 -3.7% $13.40
218 TSCO TRACTOR SUPPLY CO Consumer Cyclical 22.0 $696.0 -52.0 -70.3% $31.64 +10.6%
219 KBH KB HOME Consumer Cyclical 11.0 $689.0 -6.0 -35.3% $62.64 -11.6%
220 CPNG COUPANG INC Consumer Cyclical 39.0 $678.0 -14.0 -26.4% $17.38 -5.4%
Page 11 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%