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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 22 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FSLR FIRST SOLAR INC Energy 20.0 $5K +1.0 +5.3% $236.00 -9.2%
422 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 49.0 $5K -1.0 -2.0% $96.12 -50.3%
423 TDY TELEDYNE TECHNOLOGIES INC Technology 7.0 $5K $667.00 -4.6%
424 PHK PIMCO HIGH INCOME FD Financial Services 1,000.0 $5K $4.66 -2.4%
425 SMA SMARTSTOP SELF STORAG REIT I Real Estate 143.0 $5K -36.0 -20.1% $32.50 +5.3%
426 CME CME GROUP INC Financial Services 21.0 $5K $220.86 +24.5%
427 CINF CINCINNATI FINL CORP Financial Services 25.0 $5K $185.16 -9.1%
428 DVN DEVON ENERGY CORP NEW Energy 112.0 $5K +60.0 +115.4% $41.32 +18.8%
429 CRWD CROWDSTRIKE HLDGS INC Technology 6.0 $5K -4.0 -40.0% $190.79 +0.6%
430 RJF RAYMOND JAMES FINL INC Financial Services 30.0 $5K -1.0 -3.2% $152.03 +15.2%
431 ODFL OLD DOMINION FREIGHT LINE IN Industrials 21.0 $5K +4.0 +23.5% $216.62 -4.7%
432 SNX TD SYNNEX CORPORATION Technology 17.0 $5K $267.35 -6.4%
433 BSX BOSTON SCIENTIFIC CORP Healthcare 106.0 $5K -18.0 -14.5% $42.69 +18.0%
434 LPLA LPL FINL HLDGS INC Financial Services 16.0 $5K -1.0 -5.9% $281.69 +28.3%
435 MRSH MARSH & MCLENNAN COS INC Financial Services 27.0 $5K -2.0 -6.9% $166.70 +15.2%
436 LUV SOUTHWEST AIRLS CO Industrials 87.0 $4K +1.0 +1.2% $51.47 -21.5%
437 IESC IES HOLDINGS INC Industrials 6.0 $4K $734.67 -6.8%
438 FCX FREEPORT MCMORAN INC Basic Materials 70.0 $4K -1.0 -1.4% $62.90 +21.9%
439 EWBC EAST WEST BANCORP INC Financial Services 34.0 $4K $129.12 +0.7%
440 OKE ONEOK INC NEW Energy 50.0 $4K +3.0 +6.4% $86.94 +7.3%
Page 22 of 68  ·  1,347 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 39.2%
Financial Services 19.2%
Consumer Cyclical 12.7%
Industrials 7.8%
Energy 5.8%
Utilities 3.9%
Communication Services 3.9%
Healthcare 3.4%
Consumer Defensive 1.9%
Basic Materials 1.1%