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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 38 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 M MACYS INC Consumer Cyclical 68.0 $2K -1.0 -1.4% $22.06 -6.3%
742 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 48.0 $1K $31.23 +9.1%
743 UMBF UMB FINL CORP Financial Services 13.0 $1K $115.08 +14.0%
744 VOYA VOYA FINANCIAL INC Financial Services 20.0 $1K $74.50 +10.6%
745 SLM SLM CORP Financial Services 55.0 $1K -12.0 -17.9% $27.07 -18.2%
746 MIDD MIDDLEBY CORP Industrials 10.0 $1K +3.0 +42.9% $148.70 -0.4%
747 DVA DAVITA INC Healthcare 13.0 $1K -1.0 -7.1% $113.62 +74.7%
748 COOPER COS INC 18.0 $1K $82.00
749 FAF FIRST AMERN FINL CORP Financial Services 24.0 $1K $61.46 +11.0%
750 GPN GLOBAL PMTS INC Industrials 19.0 $1K $77.42 -5.4%
751 ATR APTARGROUP INC Healthcare 12.0 $1K -1.0 -7.7% $122.00 -4.7%
752 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 74.0 $1K +19.0 +34.5% $19.72 -27.9%
753 RBLX ROBLOX CORP Technology 18.0 $1K -2.0 -10.0% $81.06 -40.5%
754 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 6.0 $1K -1.0 -14.3% $242.83 +5.2%
755 CNM CORE & MAIN INC Industrials 28.0 $1K -1.0 -3.5% $52.00 -9.1%
756 ESAB ESAB CORPORATION Industrials 13.0 $1K $111.77 -17.8%
757 EXPI EXP WORLD HLDGS INC Real Estate 7.0 $1K -1.0 -12.5% $206.71 -97.6%
758 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 19.0 $1K $75.95 -26.0%
759 SOMNIGROUP INTERNATIONAL INC 16.0 $1K -10.0 -38.5% $89.31
760 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 13.0 $1K $109.62 -25.3%
Page 38 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%