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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 41 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MRCY MERCURY SYS INC Industrials 11.0 $1K $122.36 -25.3%
802 GTES GATES INDL CORP PLC Industrials 48.0 $1K +2.0 +4.3% $27.98 -7.4%
803 EMN EASTMAN CHEM CO Basic Materials 20.0 $1K +13.0 +185.7% $67.00 +10.6%
804 CXT CRANE NXT CO Industrials 6.0 $1K $223.17 -77.5%
805 LEIDOS HOLDINGS INC 13.0 $1K -2.0 -13.3% $103.00
806 ARES ARES MANAGEMENT CORPORATION Financial Services 12.0 $1K -1.0 -7.7% $111.33 +26.9%
807 SOMNIGROUP INTERNATIONAL INC 17.0 $1K +1.0 +6.2% $78.41
808 FEDERATED HERMES INC 24.0 $1K $55.25
809 UNF UNIFIRST CORP MASS Industrials 5.0 $1K +2.0 +66.7% $264.60 +9.7%
810 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 18.0 $1K $73.00 +7.9%
811 ALKS ALKERMES PLC Healthcare 25.0 $1K -1.0 -3.9% $52.40 -7.8%
812 ORA ORMAT TECHNOLOGIES INC Utilities 12.0 $1K -2.0 -14.3% $108.92 -0.5%
813 CNM CORE & MAIN INC Industrials 27.0 $1K -1.0 -3.6% $48.26 -7.0%
814 WTRG ESSENTIAL UTILS INC Utilities 34.0 $1K $38.32 +4.8%
815 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 12.0 $1K +1.0 +9.1% $108.42 -2.3%
816 INTERNATIONAL BANCSHARES COR 17.0 $1K $76.00
817 UFPI UFP INDUSTRIES INC Basic Materials 14.0 $1K +1.0 +7.7% $90.79 -2.2%
818 AX AXOS FINANCIAL INC Financial Services 13.0 $1K $97.46 -0.8%
819 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 31.0 $1K +3.0 +10.7% $40.87 +10.4%
820 RRC RANGE RES CORP Energy 34.0 $1K $37.21 +10.4%
Page 41 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%