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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 41 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 THG HANOVER INS GROUP INC Financial Services 7.0 $1K $182.86 +6.7%
802 DBX DROPBOX INC Technology 46.0 $1K $27.80 -1.3%
803 TOST TOAST INC Technology 36.0 $1K -3.0 -7.7% $35.53 -34.8%
804 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 16.0 $1K $79.88 +10.7%
805 ALB ALBEMARLE CORP Basic Materials 9.0 $1K +5.0 +125.0% $141.44 +21.3%
806 ENTG ENTEGRIS INC Technology 15.0 $1K -3.0 -16.7% $84.27 +60.5%
807 ONTO ONTO INNOVATION INC Technology 8.0 $1K +2.0 +33.3% $157.88 +66.1%
808 ROIV ROIVANT SCIENCES LTD Healthcare 58.0 $1K +27.0 +87.1% $21.71 +38.0%
809 AAL AMERICAN AIRLS GROUP INC Industrials 82.0 $1K -2.0 -2.4% $15.34 -9.7%
810 COLB COLUMBIA BKG SYS INC Financial Services 45.0 $1K +13.0 +40.6% $27.96 +6.3%
811 AEIS ADVANCED ENERGY INDS Industrials 6.0 $1K $209.50 +55.1%
812 CPNG COUPANG INC Consumer Cyclical 53.0 $1K +4.0 +8.2% $23.60 -31.7%
813 FEDERATED HERMES INC 24.0 $1K $52.08
814 GTLS CHART INDS INC Industrials 6.0 $1K $206.33 +0.8%
815 BHF BRIGHTHOUSE FINL INC Financial Services 19.0 $1K $64.84 -3.7%
816 EPAM EPAM SYS INC Technology 6.0 $1K $205.00 -49.9%
817 U HAUL HOLDING COMPANY 26.0 $1K -10.0 -27.8% $46.77
818 MANH MANHATTAN ASSOCIATES INC Technology 7.0 $1K $173.43 -20.1%
819 ALK ALASKA AIR GROUP INC Industrials 24.0 $1K +1.0 +4.3% $50.33 -17.9%
820 GWRE GUIDEWIRE SOFTWARE INC Technology 6.0 $1K $201.17 -30.3%
Page 41 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%