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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 44 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BMI BADGER METER INC Technology 6.0 $1K $174.50 -31.1%
862 INSM INSMED INC Healthcare 6.0 $1K $174.17 -37.1%
863 NFG NATIONAL FUEL GAS CO Energy 13.0 $1K $80.08 +1.5%
864 MMS MAXIMUS INC Industrials 12.0 $1K $86.33 -28.9%
865 SOUTHSTATE BK CORP 11.0 $1K NEW $94.18
866 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4.0 $1K +1.0 +33.3% $258.75 +36.2%
867 HOMB HOME BANCSHARES INC Financial Services 37.0 $1K $27.78 -4.3%
868 FCN FTI CONSULTING INC Industrials 6.0 $1K $170.83 -10.3%
869 HWC HANCOCK WHITNEY CORPORATION Financial Services 16.0 $1K $63.69 +4.7%
870 QRVO QORVO INC Technology 12.0 $1K +10.0 +500.0% $84.58 +16.8%
871 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 12.0 $1K -6.0 -33.3% $84.42 -9.6%
872 IT GARTNER INC Technology 4.0 $1K -10.0 -71.4% $252.50 -37.7%
873 PRIM PRIMORIS SVCS CORP Industrials 8.0 $994.0 +2.0 +33.3% $124.25 -14.1%
874 GTES GATES INDL CORP PLC Industrials 46.0 $988.0 +5.0 +12.2% $21.48 +12.1%
875 RGEN REPLIGEN CORP Healthcare 6.0 $984.0 NEW $164.00 -31.9%
876 NWS NEWS CORP NEW Communication Services 33.0 $978.0 $29.64 +1.5%
877 EXLS EXLSERVICE HOLDINGS INC Technology 23.0 $977.0 -1.0 -4.2% $42.48 -31.2%
878 DAN DANA INC Consumer Cyclical 41.0 $975.0 +1.0 +2.5% $23.78 +42.4%
879 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 18.0 $971.0 -1.0 -5.3% $53.94 +29.7%
880 AXTA AXALTA COATING SYS LTD Basic Materials 30.0 $970.0 $32.33 -9.9%
Page 44 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%