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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 42 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SWKS SKYWORKS SOLUTIONS INC Technology 19.0 $1K $63.42 +17.2%
822 CBSH COMMERCE BANCSHARES INC Financial Services 23.0 $1K -3.0 -11.5% $52.35 -0.3%
823 AGG ISHARES TR 12.0 $1K $99.92 -1.6%
824 RRC RANGE RES CORP Energy 34.0 $1K $35.26 +19.3%
825 RVMD REVOLUTION MEDICINES INC Healthcare 15.0 $1K +9.0 +150.0% $79.67 +88.7%
826 HQY HEALTHEQUITY INC Healthcare 13.0 $1K $91.62 -5.7%
827 POST POST HLDGS INC Consumer Defensive 12.0 $1K -2.0 -14.3% $99.08 -1.6%
828 UFPI UFP INDUSTRIES INC Basic Materials 13.0 $1K -1.0 -7.1% $91.08 -12.2%
829 FTAI AVIATION LTD 6.0 $1K +5.0 +500.0% $197.00
830 PB PROSPERITY BANCSHARES INC Financial Services 17.0 $1K -1.0 -5.6% $69.12 +0.0%
831 ESE ESCO TECHNOLOGIES INC Technology 6.0 $1K $195.50 +50.0%
832 LOPE GRAND CANYON ED INC Consumer Defensive 7.0 $1K $166.43 -5.8%
833 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 5.0 $1K $232.60 -20.3%
834 UGI UGI CORP NEW Utilities 31.0 $1K -3.0 -8.8% $37.45 -6.3%
835 CNX CNX RES CORP Energy 31.0 $1K $36.77 -3.3%
836 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 11.0 $1K -2.0 -15.4% $103.55 +19.8%
837 HPQ HP INC Technology 51.0 $1K -1.0 -1.9% $22.29 -1.8%
838 INTERNATIONAL BANCSHARES COR 17.0 $1K $66.47
839 MCY MERCURY GENL CORP NEW Financial Services 12.0 $1K $94.08 +8.8%
840 CNH INDL N V 122.0 $1K +1.0 +0.8% $9.22
Page 42 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%