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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 47 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NMIH NMI HLDGS INC Financial Services 21.0 $857.0 $40.81 -7.5%
922 SMURFIT WESTROCK PLC 22.0 $851.0 -2.0 -8.3% $38.68
923 TPH TRI POINTE HOMES INC Consumer Cyclical 27.0 $850.0 -1.0 -3.6% $31.48 +49.1%
924 BRKR BRUKER CORP Healthcare 18.0 $848.0 +16.0 +800.0% $47.11 -4.5%
925 MSM MSC INDL DIRECT INC Industrials 10.0 $841.0 $84.10 +26.0%
926 CRK COMSTOCK RES INC Energy 36.0 $835.0 -5.0 -12.2% $23.19 -39.2%
927 GPOR GULFPORT ENERGY CORP Energy 4.0 $832.0 $208.00 -13.9%
928 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 36.0 $826.0 +2.0 +5.9% $22.94 -5.2%
929 KD KYNDRYL HLDGS INC Technology 31.0 $824.0 -7.0 -18.4% $26.58 -54.6%
930 MZTI MARZETTI COMPANY Consumer Defensive 5.0 $823.0 -1.0 -16.7% $164.60 -31.5%
931 VCTR VICTORY CAP HLDGS INC Financial Services 13.0 $821.0 $63.15 +32.5%
932 MOS MOSAIC CO NEW Basic Materials 34.0 $820.0 -10.0 -22.7% $24.12 -9.0%
933 VNT VONTIER CORPORATION Technology 22.0 $818.0 -1.0 -4.3% $37.18 -23.6%
934 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 11.0 $815.0 $74.09 +15.8%
935 HXL HEXCEL CORP NEW Industrials 11.0 $813.0 $73.91 +14.7%
936 TEAM ATLASSIAN CORPORATION Technology 5.0 $811.0 -1.0 -16.7% $162.20 -46.8%
937 MP MP MATERIALS CORP Basic Materials 16.0 $809.0 $50.56 +22.1%
938 PLMR PALOMAR HLDGS INC Financial Services 6.0 $809.0 $134.83 -14.1%
939 SAIC SCIENCE APPLICATIONS INTL CO Technology 8.0 $806.0 -4.0 -33.3% $100.75 -4.2%
940 MRCY MERCURY SYS INC Industrials 11.0 $804.0 $73.09 +31.8%
Page 47 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%