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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 32 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BUNGE GLOBAL SA 24.0 $2K +4.0 +20.0% $89.08
622 IEX IDEX CORP Industrials 12.0 $2K +3.0 +33.3% $178.00 +17.3%
623 APTIV PLC 28.0 $2K +2.0 +7.7% $76.11
624 MKC MCCORMICK & CO INC Consumer Defensive 31.0 $2K -1.0 -3.1% $68.13 -29.8%
625 ARES ARES MANAGEMENT CORPORATION Financial Services 13.0 $2K $161.69 -23.1%
626 VLTO VERALTO CORP Industrials 21.0 $2K +12.0 +133.3% $99.81 -13.0%
627 HLI HOULIHAN LOKEY INC Financial Services 12.0 $2K -1.0 -7.7% $174.25 -13.0%
628 SWK STANLEY BLACK & DECKER INC Industrials 28.0 $2K +5.0 +21.7% $74.29 +2.9%
629 BWA BORGWARNER INC Consumer Cyclical 46.0 $2K +2.0 +4.5% $45.07 +46.1%
630 AMKR AMKOR TECHNOLOGY INC Technology 52.0 $2K +19.0 +57.6% $39.48 +66.5%
631 EVR EVERCORE INC Financial Services 6.0 $2K $340.33 +1.7%
632 DCI DONALDSON INC Industrials 23.0 $2K +2.0 +9.5% $88.70 -5.7%
633 APG API GROUP CORP Industrials 53.0 $2K +10.0 +23.3% $38.26 +8.8%
634 DY DYCOM INDS INC Industrials 6.0 $2K $338.00 +21.7%
635 SCI SERVICE CORP INTL Consumer Cyclical 26.0 $2K +1.0 +4.0% $78.00 -0.8%
636 OMF ONEMAIN HLDGS INC Financial Services 30.0 $2K $67.57 -20.8%
637 ALV AUTOLIV INC Consumer Cyclical 17.0 $2K $118.71 +3.4%
638 IP INTERNATIONAL PAPER CO Consumer Cyclical 51.0 $2K -6.0 -10.5% $39.39 -20.6%
639 CMC COMMERCIAL METALS CO Basic Materials 29.0 $2K -2.0 -6.5% $69.24 +3.8%
640 ERIE ERIE INDTY CO Financial Services 7.0 $2K +1.0 +16.7% $286.71 -21.8%
Page 32 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%