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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $919M AUM 1,371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 289 Added 360 Reduced 46 Exited
Page 15 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AUR AURORA INNOVATION INC Technology 88.0 $338.0 -6.0 -6.4% $3.84 +86.7%
282 CBT CABOT CORP Basic Materials 5.0 $332.0 -4.0 -44.4% $66.40 +18.0%
283 NSIT INSIGHT ENTERPRISES INC Technology 4.0 $326.0 -3.0 -42.9% $81.50 +14.8%
284 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 21.0 $317.0 -32.0 -60.4% $15.10 -33.5%
285 ITGR INTEGER HLDGS CORP Healthcare 4.0 $314.0 -2.0 -33.3% $78.50 +14.6%
286 AVNT AVIENT CORPORATION Basic Materials 10.0 $313.0 -3.0 -23.1% $31.30 +9.0%
287 MTX MINERALS TECHNOLOGIES INC Basic Materials 5.0 $305.0 -1.0 -16.7% $61.00 +23.6%
288 QS QUANTUMSCAPE CORP Consumer Cyclical 29.0 $303.0 -42.0 -59.1% $10.45 -26.6%
289 DIOD DIODES INC Technology 6.0 $297.0 -3.0 -33.3% $49.50 +94.5%
290 RIOT RIOT PLATFORMS INC Financial Services 23.0 $292.0 -1.0 -4.2% $12.70 +86.4%
291 FDS FACTSET RESH SYS INC Financial Services 1.0 $291.0 -5.0 -83.3% $291.00 -22.7%
292 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3.0 $286.0 -2.0 -40.0% $95.33 +16.9%
293 STZ CONSTELLATION BRANDS INC Consumer Defensive 2.0 $276.0 -11.0 -84.6% $138.00 +9.6%
294 DOCS DOXIMITY INC Healthcare 6.0 $266.0 -5.0 -45.5% $44.33 -56.3%
295 OGN ORGANON & CO Healthcare 37.0 $266.0 -4.0 -9.8% $7.19 +86.7%
296 CAG CONAGRA BRANDS INC Consumer Defensive 15.0 $260.0 -15.0 -50.0% $17.33 -22.8%
297 RNG RINGCENTRAL INC Technology 9.0 $260.0 -2.0 -18.2% $28.89 +50.6%
298 ALRM ALARM COM HLDGS INC Technology 5.0 $256.0 -1.0 -16.7% $51.20 -14.6%
299 RALLIANT CORP 5.0 $255.0 -2.0 -28.6% $51.00
300 ROCK GIBRALTAR INDS INC Industrials 5.0 $248.0 -1.0 -16.7% $49.60 -29.1%
Page 15 of 18  ·  360 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 35.4%
Financial Services 24.6%
Consumer Cyclical 12.9%
Industrials 7.7%
Energy 5.2%
Communication Services 4.5%
Healthcare 3.2%
Utilities 3.2%
Consumer Defensive 1.7%
Basic Materials 0.9%