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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 48 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 HRI HERC HLDGS INC Industrials 11.0 $873.0 $79.36 +104.0%
942 FULT FULTON FINL CORP PA Financial Services 36.0 $871.0 $24.19 -2.3%
943 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 10.0 $871.0 -3.0 -23.1% $87.10 -13.8%
944 RBLX ROBLOX CORP Technology 16.0 $871.0 -2.0 -11.1% $54.44 -29.5%
945 RDDT REDDIT INC Communication Services 5.0 $868.0 NEW $173.60 -11.7%
946 LPX LOUISIANA PAC CORP Basic Materials 11.0 $866.0 $78.73 -7.0%
947 LW LAMB WESTON HLDGS INC Consumer Defensive 20.0 $864.0 +6.0 +42.9% $43.20 +24.3%
948 NMIH NMI HLDGS INC Financial Services 21.0 $863.0 $41.10 +9.9%
949 NKE NIKE INC Consumer Cyclical 21.0 $863.0 -29.0 -58.0% $41.10 -0.8%
950 AIR AAR CORP Industrials 6.0 $858.0 $143.00 -5.7%
951 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 17.0 $848.0 -2.0 -10.5% $49.88 +14.6%
952 WEX WEX INC Technology 6.0 $847.0 $141.17 +41.6%
953 BCPC BALCHEM CORP Basic Materials 5.0 $845.0 $169.00 +7.3%
954 NWS NEWS CORP NEW 30.0 $842.0 -3.0 -9.1% $28.07
955 FLR FLUOR CORP Industrials 16.0 $839.0 -3.0 -15.8% $52.44 -0.0%
956 MANH MANHATTAN ASSOCIATES INC Technology 6.0 $836.0 -1.0 -14.3% $139.33 +54.0%
957 NTB BANK OF N T BUTTERFIELD & SO Financial Services 14.0 $833.0 -1.0 -6.7% $59.50 -1.5%
958 HOG HARLEY DAVIDSON INC Consumer Cyclical 34.0 $832.0 +9.0 +36.0% $24.47 +15.2%
959 GBCI GLACIER BANCORP INC NEW Financial Services 16.0 $826.0 +1.0 +6.7% $51.62 -8.5%
960 OPLN OPENLANE INC Consumer Cyclical 20.0 $825.0 $41.25 -19.0%
Page 48 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%