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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $919M AUM 1,371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 289 Added 360 Reduced 46 Exited
Page 30 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 15.0 $2K $158.33 +2.1%
582 AVY AVERY DENNISON CORP Industrials 13.0 $2K +1.0 +8.3% $181.92 -12.7%
583 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6.0 $2K $393.33 -18.6%
584 JEF JEFFERIES FINL GROUP INC Financial Services 38.0 $2K -2.0 -5.0% $61.97 -15.4%
585 KNSL KINSALE CAP GROUP INC Financial Services 6.0 $2K +1.0 +20.0% $391.17 -20.2%
586 CTRA COTERRA ENERGY INC Energy 89.0 $2K +2.0 +2.3% $26.33 +23.7%
587 IESC IES HLDGS INC Industrials 6.0 $2K $389.17 +66.5%
588 LAD LITHIA MTRS INC Consumer Cyclical 7.0 $2K $332.43 -17.4%
589 AIT APPLIED INDL TECHNOLOGIES IN Industrials 9.0 $2K $256.78 +19.0%
590 AMG AFFILIATED MANAGERS GROUP IN Financial Services 8.0 $2K $288.38 +4.9%
591 TPL TEXAS PACIFIC LAND CORPORATI Energy 8.0 $2K +5.0 +166.7% $287.25 +40.1%
592 AEE AMEREN CORP Utilities 23.0 $2K $99.87 +10.0%
593 SEIC SEI INVTS CO Financial Services 28.0 $2K $82.04 +10.6%
594 GGG GRACO INC Industrials 28.0 $2K $82.00 -8.2%
595 NTRA NATERA INC Healthcare 10.0 $2K +1.0 +11.1% $229.10 -11.1%
596 DECK DECKERS OUTDOOR CORP Consumer Cyclical 22.0 $2K -4.0 -15.4% $103.68 -1.0%
597 EXEL EXELIXIS INC Healthcare 52.0 $2K -5.0 -8.8% $43.85 +13.2%
598 ENSG ENSIGN GROUP INC Healthcare 13.0 $2K $174.23 -1.5%
599 ELAN ELANCO ANIMAL HEALTH INC Healthcare 100.0 $2K +22.0 +28.2% $22.63 -5.8%
600 FIVE FIVE BELOW INC Consumer Cyclical 12.0 $2K $188.42 +16.7%
Page 30 of 69  ·  1,367 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 35.4%
Financial Services 24.6%
Consumer Cyclical 12.9%
Industrials 7.7%
Energy 5.2%
Communication Services 4.5%
Healthcare 3.2%
Utilities 3.2%
Consumer Defensive 1.7%
Basic Materials 0.9%