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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 29 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EXEL EXELIXIS INC Healthcare 52.0 $3K $54.42 -0.6%
562 OXY OCCIDENTAL PETE CORP Energy 58.0 $3K +12.0 +26.1% $48.59 +26.2%
563 FNDC SCHWAB STRATEGIC TR 58.0 $3K $48.57 +5.0%
564 ORI OLD REP INTL CORP Financial Services 68.0 $3K $40.93 +1.6%
565 HUM HUMANA INC Healthcare 7.0 $3K $397.29 -4.6%
566 CACI CACI INTL INC Technology 6.0 $3K $463.33 +39.7%
567 EIX EDISON INTL Utilities 37.0 $3K +8.0 +27.6% $74.46 -3.9%
568 NXT NEXTPOWER INC Technology 23.0 $3K $119.17 -27.7%
569 LFUS LITTELFUSE INC Technology 6.0 $3K $455.33 -9.5%
570 OKTA OKTA INC Technology 20.0 $3K -2.0 -9.1% $136.45 -1.0%
571 IEX IDEX CORP Industrials 12.0 $3K $227.00 +3.3%
572 NDSN NORDSON CORP Industrials 9.0 $3K $301.78 +10.1%
573 NTRA NATERA INC Healthcare 10.0 $3K $271.50 +22.3%
574 AMG AFFILIATED MANAGERS GROUP Financial Services 8.0 $3K $338.50 +5.2%
575 ULTA ULTA BEAUTY INC Consumer Cyclical 6.0 $3K -2.0 -25.0% $451.00 +15.6%
576 MILLROSE PPTYS INC 90.0 $3K -24.0 -21.1% $30.06
577 BEN FRANKLIN RESOURCES INC Financial Services 81.0 $3K +2.0 +2.5% $33.27 +3.1%
578 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 15.0 $3K $179.00 +21.2%
579 WBS WEBSTER FINL CORP Financial Services 35.0 $3K $76.43 +1.5%
580 AFG AMERICAN FINANCIAL GROUP INC Financial Services 19.0 $3K $139.95 +2.7%
Page 29 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%