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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 26 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MLM MARTIN MARIETTA MATLS INC Basic Materials 6.0 $3K $576.83 -7.3%
502 BWA BORGWARNER INC Consumer Cyclical 52.0 $3K +6.0 +13.0% $66.40 +2.1%
503 ATO ATMOS ENERGY CORP Utilities 20.0 $3K -2.0 -9.1% $172.30 -3.2%
504 VSS VANGUARD INTL EQUITY INDEX F 22.0 $3K $154.32 +3.7%
505 CNP CENTERPOINT ENERGY INC Utilities 77.0 $3K -4.0 -4.9% $44.05 -12.0%
506 MOOG INC 8.0 $3K $423.88
507 THC TENET HEALTHCARE CORP Healthcare 18.0 $3K $187.11 +50.1%
508 AXON AXON ENTERPRISE INC Industrials 6.0 $3K $560.67 +12.0%
509 BLOCK INC 44.0 $3K +6.0 +15.8% $76.00
510 AMCOR PLC 77.0 $3K NEW $43.35
511 CNC CENTENE CORP DEL Healthcare 52.0 $3K +45.0 +642.9% $64.19 +1.3%
512 DUK DUKE ENERGY CORP NEW Utilities 26.0 $3K $126.62 -5.3%
513 DLTR DOLLAR TREE INC Consumer Defensive 27.0 $3K -2.0 -6.9% $120.96 +8.7%
514 ENTG ENTEGRIS INC Technology 18.0 $3K +3.0 +20.0% $179.89 -20.1%
515 NI NISOURCE INC Utilities 68.0 $3K $47.56 -14.6%
516 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 42.0 $3K +13.0 +44.8% $76.40 +5.1%
517 ARW ARROW ELECTRS INC Technology 15.0 $3K +1.0 +7.1% $213.47 -1.2%
518 AKAM AKAMAI TECHNOLOGIES INC Technology 27.0 $3K -1.0 -3.6% $118.22 -6.6%
519 NET CLOUDFLARE INC Technology 13.0 $3K $245.31 +19.5%
520 OC OWENS CORNING NEW Industrials 20.0 $3K +4.0 +25.0% $159.00 -6.9%
Page 26 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%