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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 9 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ORA ORMAT TECHNOLOGIES INC Utilities 12.0 $1K -2.0 -14.3% $108.92 -0.1%
162 CNM CORE & MAIN INC Industrials 27.0 $1K -1.0 -3.6% $48.26 -7.5%
163 ATR APTARGROUP INC Healthcare 10.0 $1K -2.0 -16.7% $125.20 +6.6%
164 CVSA COVISTA INC Consumer Cyclical 10.0 $1K -1.0 -9.1% $124.70 +3.3%
165 SLM SLM CORP Financial Services 48.0 $1K -7.0 -12.7% $25.96 +0.1%
166 ADBE ADOBE INC Technology 6.0 $1K -15.0 -71.4% $205.17 +33.1%
167 TRMB TRIMBLE INC Technology 24.0 $1K -11.0 -31.4% $51.21 +16.2%
168 RDN RADIAN GROUP INC Financial Services 32.0 $1K -4.0 -11.1% $37.69 -2.9%
169 ALK ALASKA AIR GROUP INC Industrials 23.0 $1K -1.0 -4.2% $52.22 -23.3%
170 ERIE ERIE INDTY CO Financial Services 5.0 $1K -2.0 -28.6% $239.80 +10.4%
171 ACM AECOM Industrials 17.0 $1K -9.0 -34.6% $69.82 -6.1%
172 ESAB ESAB CORPORATION Industrials 12.0 $1K -1.0 -7.7% $98.67 -20.2%
173 BC BRUNSWICK CORP Consumer Cyclical 14.0 $1K -1.0 -6.7% $84.29 -3.9%
174 PYPL PAYPAL HLDGS INC Financial Services 27.0 $1K -30.0 -52.6% $43.19 +44.8%
175 BRO BROWN & BROWN INC Financial Services 18.0 $1K -15.0 -45.5% $64.17 +13.0%
176 INGR INGREDION INC Consumer Defensive 12.0 $1K -3.0 -20.0% $94.75 +13.3%
177 CDW CDW CORP Technology 8.0 $1K -8.0 -50.0% $140.75 -4.1%
178 HII HUNTINGTON INGALLS INDS INC Industrials 4.0 $1K -1.0 -20.0% $280.00 +7.6%
179 EFX EQUIFAX INC Industrials 7.0 $1K -4.0 -36.4% $158.86 +22.2%
180 W WAYFAIR INC Consumer Cyclical 12.0 $1K -4.0 -25.0% $92.50 +11.0%
Page 9 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%