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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 31 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 COMERICA INC 26.0 $2K $86.96
602 AXS AXIS CAP HLDGS LTD Financial Services 21.0 $2K $107.10 -6.0%
603 HL HECLA MNG CO Basic Materials 117.0 $2K +18.0 +18.2% $19.20 -9.9%
604 MCHP MICROCHIP TECHNOLOGY INC. Technology 35.0 $2K -9.0 -20.4% $63.74 +42.9%
605 ALLE ALLEGION PLC Industrials 14.0 $2K $159.29 -17.9%
606 SIX FLAGS ENTERTAINMENT CORP 145.0 $2K $15.34
607 ON ON SEMICONDUCTOR CORP Technology 41.0 $2K -8.0 -16.3% $54.17 +102.3%
608 AWK AMERICAN WTR WKS CO INC NEW Utilities 17.0 $2K +4.0 +30.8% $130.53 -5.1%
609 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 13.0 $2K $170.00 +40.8%
610 WBS WEBSTER FINL CORP Financial Services 35.0 $2K $62.94 +16.1%
611 JKHY HENRY JACK & ASSOC INC Technology 12.0 $2K $182.50 -23.5%
612 CDW CDW CORP Technology 16.0 $2K +3.0 +23.1% $136.25 -21.6%
613 APA APA CORPORATION Energy 89.0 $2K +34.0 +61.8% $24.46 +56.7%
614 NDSN NORDSON CORP Industrials 9.0 $2K -1.0 -10.0% $240.44 +19.3%
615 AYI ACUITY INC Industrials 6.0 $2K $360.17 -21.9%
616 AFRM AFFIRM HLDGS INC Technology 29.0 $2K +3.0 +11.5% $74.45 -9.8%
617 LEN LENNAR CORP Consumer Cyclical 21.0 $2K -6.0 -22.2% $102.81 -13.6%
618 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 13.0 $2K +1.0 +8.3% $166.00 +7.4%
619 BBIO BRIDGEBIO PHARMA INC Healthcare 28.0 $2K -2.0 -6.7% $76.50 -8.1%
620 ZTS ZOETIS INC Healthcare 17.0 $2K -13.0 -43.3% $125.82 -36.6%
Page 31 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%