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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 46 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SIGI SELECTIVE INS GROUP INC Financial Services 11.0 $921.0 +1.0 +10.0% $83.73 +6.6%
902 CPB THE CAMPBELLS COMPANY Consumer Defensive 33.0 $920.0 +13.0 +65.0% $27.88 -28.1%
903 AES AES CORP Utilities 64.0 $918.0 -8.0 -11.1% $14.34 +2.4%
904 HRI HERC HLDGS INC Industrials 11.0 $917.0 $83.36 +55.5%
905 BSY BENTLEY SYS INC Technology 24.0 $916.0 -7.0 -22.6% $38.17 -12.6%
906 PTCT PTC THERAPEUTICS INC Healthcare 12.0 $912.0 +2.0 +20.0% $76.00 -6.6%
907 ICLR ICON PLC Healthcare 5.0 $912.0 NEW $182.40 -36.1%
908 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 11.0 $912.0 -2.0 -15.4% $82.91 -5.3%
909 CAR AVIS BUDGET GROUP Industrials 7.0 $899.0 -3.0 -30.0% $128.43 +22.8%
910 WEX WEX INC Technology 6.0 $894.0 -1.0 -14.3% $149.00 -3.2%
911 BKU BANKUNITED INC Financial Services 20.0 $892.0 $44.60 +3.9%
912 MTDR MATADOR RES CO Energy 21.0 $892.0 +4.0 +23.5% $42.48 +32.1%
913 LPX LOUISIANA PAC CORP Basic Materials 11.0 $889.0 -1.0 -8.3% $80.82 -13.2%
914 PLXS PLEXUS CORP Technology 6.0 $882.0 $147.00 +75.8%
915 MDU MDU RES GROUP INC Industrials 45.0 $879.0 +1.0 +2.3% $19.53 +11.8%
916 CUSHMAN AND WAKEFIELD LTD 54.0 $875.0 NEW $16.20
917 ST SENSATA TECHNOLOGIES HLDG PL Technology 26.0 $866.0 +6.0 +30.0% $33.31 +43.3%
918 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6.0 $864.0 $144.00 +34.3%
919 DAR DARLING INGREDIENTS INC Consumer Defensive 24.0 $864.0 -1.0 -4.0% $36.00 +60.7%
920 EAT BRINKER INTL INC Consumer Cyclical 6.0 $862.0 -3.0 -33.3% $143.67 -4.9%
Page 46 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%