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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 8 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CPRT COPART INC Industrials 59.0 $2K -16.0 -21.3% $28.20 +21.7%
142 TRU TRANSUNION Industrials 23.0 $2K -6.0 -20.7% $72.17 +17.9%
143 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 19.0 $2K -2.0 -9.5% $87.26 +4.6%
144 VIAV VIAVI SOLUTIONS INC Technology 34.0 $2K -3.0 -8.1% $47.76 -19.3%
145 MOD MODINE MFG CO Consumer Cyclical 6.0 $2K -1.0 -14.3% $267.17 -28.6%
146 PTC PTC INC Technology 14.0 $2K -4.0 -22.2% $113.64 +35.1%
147 ASTS AST SPACEMOBILE INC Technology 17.0 $2K -1.0 -5.6% $88.88 -26.8%
148 OTIS OTIS WORLDWIDE CORP Industrials 21.0 $2K -7.0 -25.0% $71.62 +0.2%
149 RVMD REVOLUTION MEDICINES INC Healthcare 8.0 $1K -7.0 -46.7% $187.38 +13.0%
150 IP INTERNATIONAL PAPER CO Consumer Cyclical 39.0 $1K -12.0 -23.5% $38.10 +5.9%
151 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5.0 $1K -1.0 -16.7% $291.20 -9.4%
152 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 42.0 $1K -2.0 -4.5% $34.00 +3.8%
153 GAP GAP INC Consumer Cyclical 76.0 $1K -1.0 -1.3% $18.68 +5.2%
154 TKO TKO GROUP HOLDINGS INC Communication Services 7.0 $1K -2.0 -22.2% $201.43 -3.0%
155 NTNX NUTANIX INC Technology 27.0 $1K -7.0 -20.6% $50.96 +30.2%
156 BR BROADRIDGE FINL SOLUTIONS IN Technology 10.0 $1K -7.0 -41.2% $137.00 +30.3%
157 ROP ROPER TECHNOLOGIES INC Industrials 4.0 $1K -6.0 -60.0% $338.50 +21.3%
158 LEIDOS HOLDINGS INC 13.0 $1K -2.0 -13.3% $103.00
159 ARES ARES MANAGEMENT CORPORATION Financial Services 12.0 $1K -1.0 -7.7% $111.33 +26.0%
160 ALKS ALKERMES PLC Healthcare 25.0 $1K -1.0 -3.9% $52.40 -8.4%
Page 8 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%