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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 16 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PCTY PAYLOCITY HLDG CORP Technology 1.0 $105.0 -2.0 -66.7% $105.00 +42.2%
302 TALO TALOS ENERGY INC Energy 8.0 $104.0 -3.0 -27.3% $13.00 +32.1%
303 DOCU DOCUSIGN INC Technology 2.0 $89.0 -5.0 -71.4% $44.50 +39.6%
304 CORT CORCEPT THERAPEUTICS INC Healthcare 1.0 $87.0 -16.0 -94.1% $87.00 +36.8%
305 KMPR KEMPER CORP Financial Services 3.0 $81.0 -3.0 -50.0% $27.00 -1.0%
306 PATH UIPATH INC Technology 7.0 $77.0 -34.0 -82.9% $11.00 +43.5%
307 LBRDK LIBERTY BROADBAND CORP Communication Services 2.0 $67.0 -3.0 -60.0% $33.50 +7.5%
308 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 7.0 $66.0 -14.0 -66.7% $9.43 +0.2%
309 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 9.0 $60.0 -14.0 -60.9% $6.67 -10.1%
310 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 5.0 $53.0 -16.0 -76.2% $10.60 +7.5%
311 CHWY CHEWY INC Consumer Cyclical 2.0 $40.0 -12.0 -85.7% $20.00 +19.9%
312 WHR WHIRLPOOL CORP Consumer Cyclical 1.0 $40.0 -4.0 -80.0% $40.00 +0.2%
313 TTD THE TRADE DESK INC Technology 2.0 $37.0 -4.0 -66.7% $18.50 -26.8%
314 ADMA ADMA BIOLOGICS INC Healthcare 4.0 $34.0 -19.0 -82.6% $8.50 +18.2%
315 CNXC CONCENTRIX CORP Technology 1.0 $23.0 -5.0 -83.3% $23.00 +11.8%
316 CCC CCC INTELLIGENT SOLUTIONS HL Technology 4.0 $21.0 -12.0 -75.0% $5.25 +41.7%
317 DOCS DOXIMITY INC Healthcare 1.0 $21.0 -5.0 -83.3% $21.00 +22.6%
318 FRSH FRESHWORKS INC Technology 2.0 $21.0 -12.0 -85.7% $10.50 +24.5%
319 MBC MASTERBRAND INC Consumer Cyclical 2.0 $21.0 -6.0 -75.0% $10.50 -10.7%
320 MGNI MAGNITE INC Communication Services 1.0 $19.0 -14.0 -93.3% $19.00 +25.5%
Page 16 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 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%