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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 43 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BHF BRIGHTHOUSE FINL INC Financial Services 19.0 $1K $63.32 -17.4%
842 AGO ASSURED GUARANTY LTD Financial Services 15.0 $1K $80.20 -7.2%
843 ALK ALASKA AIR GROUP INC Industrials 23.0 $1K -1.0 -4.2% $52.22 -22.6%
844 ERIE ERIE INDTY CO Financial Services 5.0 $1K -2.0 -28.6% $239.80 +10.4%
845 SOUTHSTATE BK CORP 12.0 $1K +1.0 +9.1% $99.92
846 HWC HANCOCK WHITNEY CORPORATION Financial Services 16.0 $1K $74.75 +0.8%
847 MSM MSC INDL DIRECT INC Industrials 10.0 $1K $119.00 +0.7%
848 AGG ISHARES TR 12.0 $1K $99.00 -1.7%
849 ACM AECOM Industrials 17.0 $1K -9.0 -34.6% $69.82 -7.2%
850 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 17.0 $1K +3.0 +21.4% $69.76 -15.6%
851 SNEX STONEX GROUP INC Financial Services 10.0 $1K +3.0 +42.9% $118.50 -42.2%
852 ESAB ESAB CORPORATION Industrials 12.0 $1K -1.0 -7.7% $98.67 -17.5%
853 BC BRUNSWICK CORP Consumer Cyclical 14.0 $1K -1.0 -6.7% $84.29 -4.1%
854 HQY HEALTHEQUITY INC Healthcare 13.0 $1K $90.38 +16.6%
855 PSMT PRICESMART INC Consumer Defensive 6.0 $1K $195.50 -11.6%
856 PYPL PAYPAL HLDGS INC Financial Services 27.0 $1K -30.0 -52.6% $43.19 +42.5%
857 SIGI SELECTIVE INS GROUP INC Financial Services 12.0 $1K +1.0 +9.1% $97.08 -5.8%
858 CGNX COGNEX CORP Technology 16.0 $1K +11.0 +220.0% $72.44 -16.4%
859 BRO BROWN & BROWN INC Financial Services 18.0 $1K -15.0 -45.5% $64.17 +13.6%
860 POST POST HLDGS INC Consumer Defensive 13.0 $1K +1.0 +8.3% $88.31 -8.8%
Page 43 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%