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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 40 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MTRN MATERION CORP Basic Materials 5.0 $1K +4.0 +400.0% $297.40 -22.0%
782 IP INTERNATIONAL PAPER CO Consumer Cyclical 39.0 $1K -12.0 -23.5% $38.10 +8.9%
783 WYNN WYNN RESORTS LTD Consumer Cyclical 15.0 $1K $97.13 +3.2%
784 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5.0 $1K -1.0 -16.7% $291.20 -10.1%
785 MHK MOHAWK INDS INC Consumer Cyclical 12.0 $1K $121.33 +12.3%
786 LAUR LAUREATE ED INC Consumer Defensive 40.0 $1K $36.33 +3.1%
787 COLB COLUMBIA BKG SYS INC Financial Services 45.0 $1K $32.07 -3.9%
788 AOS SMITH A O CORP Industrials 23.0 $1K $62.74 +0.5%
789 VLYPN VALLEY NATL BANCORP 98.0 $1K +8.0 +8.9% $14.65
790 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 42.0 $1K -2.0 -4.5% $34.00 +8.5%
791 PRCT PROCEPT BIOROBOTICS CORP Healthcare 63.0 $1K $22.59 -4.0%
792 GAP GAP INC Consumer Cyclical 76.0 $1K -1.0 -1.3% $18.68 +6.0%
793 TKO TKO GROUP HOLDINGS INC Communication Services 7.0 $1K -2.0 -22.2% $201.43 -4.1%
794 SCHC SCHWAB STRATEGIC TR 29.0 $1K $48.14 +6.5%
795 PR PERMIAN RESOURCES CORP Energy 75.0 $1K +8.0 +11.9% $18.41 +29.0%
796 NTNX NUTANIX INC Technology 27.0 $1K -7.0 -20.6% $50.96 +32.7%
797 CART MAPLEBEAR INC Consumer Cyclical 29.0 $1K +12.0 +70.6% $47.38 +5.2%
798 VIRT VIRTU FINL INC Financial Services 23.0 $1K $59.61 +14.0%
799 BR BROADRIDGE FINL SOLUTIONS IN Technology 10.0 $1K -7.0 -41.2% $137.00 +33.0%
800 ROP ROPER TECHNOLOGIES INC Industrials 4.0 $1K -6.0 -60.0% $338.50 +21.7%
Page 40 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%