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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 7 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 12.0 $2K -1.0 -7.7% $193.25 +3.9%
122 ELAN ELANCO ANIMAL HEALTH INC Healthcare 94.0 $2K -6.0 -6.0% $24.62 -4.5%
123 MATX MATSON INC Industrials 12.0 $2K -1.0 -7.7% $192.25 +14.0%
124 RMBS RAMBUS INC DEL Technology 17.0 $2K -1.0 -5.6% $132.76 -30.7%
125 GEN GEN DIGITAL INC Technology 90.0 $2K -13.0 -12.6% $24.90 +12.2%
126 EQH EQUITABLE HLDGS INC Financial Services 51.0 $2K -9.0 -15.0% $43.88 +12.0%
127 TPL TEXAS PACIFIC LAND CORPORATI Energy 5.0 $2K -3.0 -37.5% $437.80 -16.1%
128 KDP KEURIG DR PEPPER INC Consumer Defensive 66.0 $2K -4.0 -5.7% $32.74 -2.7%
129 EHC ENCOMPASS HEALTH CORP Healthcare 21.0 $2K -2.0 -8.7% $101.10 +20.0%
130 FORM FORMFACTOR INC Technology 13.0 $2K -1.0 -7.1% $160.00 -28.1%
131 GGG GRACO INC Industrials 27.0 $2K -1.0 -3.6% $75.63 +8.3%
132 HSIC SCHEIN HENRY INC Healthcare 24.0 $2K -1.0 -4.0% $83.54 +6.0%
133 COIN COINBASE GLOBAL INC Financial Services 13.0 $2K -1.0 -7.1% $146.23 +17.8%
134 SCI SERVICE CORP INTL Consumer Cyclical 25.0 $2K -1.0 -3.9% $75.96 +10.4%
135 BLDR BUILDERS FIRSTSOURCE INC Industrials 21.0 $2K -7.0 -25.0% $89.52 -21.8%
136 PAYX PAYCHEX INC Industrials 19.0 $2K -11.0 -36.7% $98.37 +25.5%
137 FE FIRSTENERGY CORP Utilities 39.0 $2K -2.0 -4.9% $47.56 -0.2%
138 OMF ONEMAIN HLDGS INC Financial Services 29.0 $2K -1.0 -3.3% $61.00 +2.1%
139 CMC COMMERCIAL METALS CO Basic Materials 28.0 $2K -1.0 -3.5% $62.75 +4.6%
140 SFM SPROUTS FMRS MKT INC Consumer Defensive 20.0 $2K -2.0 -9.1% $84.60 -9.1%
Page 7 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%