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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 34 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FORM FORMFACTOR INC Technology 13.0 $2K -1.0 -7.1% $160.00 -28.6%
662 DCI DONALDSON INC Industrials 23.0 $2K $89.78 +3.9%
663 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 41.0 $2K +3.0 +7.9% $50.00 +4.7%
664 EVR EVERCORE INC Financial Services 6.0 $2K $341.50 -14.5%
665 CNH INDL N V 182.0 $2K +60.0 +49.2% $11.23
666 GGG GRACO INC Industrials 27.0 $2K -1.0 -3.6% $75.63 +6.6%
667 LAD LITHIA MTRS INC Consumer Cyclical 7.0 $2K $290.57 +27.6%
668 ALB ALBEMARLE CORP Basic Materials 15.0 $2K +6.0 +66.7% $135.07 +6.1%
669 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 12.0 $2K $168.58 -9.5%
670 CG CARLYLE GROUP INC Financial Services 48.0 $2K +1.0 +2.1% $42.12 +17.2%
671 TXT TEXTRON INC Industrials 22.0 $2K $91.77 -9.6%
672 PINNACLE FINL PARTNERS INC 20.0 $2K NEW $100.90
673 MDB MONGODB INC Technology 6.0 $2K $336.00 +28.2%
674 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 5.0 $2K +1.0 +25.0% $402.00 +1.0%
675 HSIC SCHEIN HENRY INC Healthcare 24.0 $2K -1.0 -4.0% $83.54 +5.9%
676 MYRG MYR GROUP INC Industrials 4.0 $2K +3.0 +300.0% $500.50 -37.9%
677 LVS LAS VEGAS SANDS CORP Consumer Cyclical 43.0 $2K +3.0 +7.5% $46.21 +1.8%
678 AA ALCOA CORP Basic Materials 38.0 $2K +8.0 +26.7% $52.16 -0.6%
679 ALV AUTOLIV INC Consumer Cyclical 17.0 $2K $116.18 +7.9%
680 HPQ HP INC Technology 90.0 $2K +39.0 +76.5% $21.94 +35.4%
Page 34 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%