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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 23 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 JBHT HUNT J B TRANS SVCS INC Industrials 15.0 $4K $289.47 -4.8%
442 CORPAY INC 13.0 $4K $333.31
443 BKR BAKER HUGHES COMPANY Energy 78.0 $4K +2.0 +2.6% $55.50 +12.3%
444 CBRE CBRE GROUP INC Real Estate 32.0 $4K $134.72 +12.9%
445 SANM SANMINA CORP Technology 17.0 $4K $253.12 -25.4%
446 ARCC ARES CAPITAL CORP Financial Services 230.0 $4K $18.53 +7.5%
447 DOV DOVER CORP Industrials 19.0 $4K $224.32 -10.0%
448 CVNA CARVANA CO Consumer Cyclical 64.0 $4K +51.0 +392.3% $65.83 +6.2%
449 LYV LIVE NATION ENTERTAINMENT IN Communication Services 23.0 $4K $183.13 -0.7%
450 IDXX IDEXX LABS INC Healthcare 8.0 $4K $526.50 +5.8%
451 ENTERGY CORP NEW 36.0 $4K $114.86
452 CL COLGATE PALMOLIVE CO Consumer Defensive 45.0 $4K +2.0 +4.7% $91.69 -0.7%
453 CRBG COREBRIDGE FINL INC 144.0 $4K +50.0 +53.2% $28.63
454 XPO XPO INC Industrials 20.0 $4K $205.30 -3.7%
455 EXPE EXPEDIA GROUP INC Consumer Cyclical 16.0 $4K $255.94 +25.7%
456 DY DYCOM INDS INC Industrials 8.0 $4K +2.0 +33.3% $505.62 -22.3%
457 DGX QUEST DIAGNOSTICS INC Healthcare 19.0 $4K $212.00 +15.3%
458 RL RALPH LAUREN CORP Consumer Cyclical 10.0 $4K +1.0 +11.1% $401.50 -7.2%
459 LII LENNOX INTL INC Industrials 7.0 $4K +1.0 +16.7% $573.00 -29.7%
460 KRP KIMBELL RTY PARTNERS LP Energy 272.0 $4K $14.53 +6.0%
Page 23 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%