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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 50 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PLMR PALOMAR HLDGS INC Financial Services 6.0 $759.0 $126.50 +2.8%
982 KGS KODIAK GAS SVCS INC Energy 10.0 $752.0 -2.0 -16.7% $75.20 -18.3%
983 VVV VALVOLINE INC Energy 19.0 $752.0 +3.0 +18.8% $39.58 -14.2%
984 FELE FRANKLIN ELEC INC Industrials 7.0 $751.0 $107.29 -3.0%
985 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 12.0 $747.0 +1.0 +9.1% $62.25 -31.6%
986 SYNA SYNAPTICS INC Technology 6.0 $746.0 $124.33 -21.5%
987 SLGN SILGAN HLDGS INC Consumer Cyclical 16.0 $743.0 $46.44 -8.7%
988 BBWI BATH & BODY WORKS INC Consumer Cyclical 32.0 $741.0 +23.0 +255.6% $23.16 -16.0%
989 TXNM ENERGY INC 13.0 $739.0 $56.85
990 CE CELANESE CORP DEL Basic Materials 16.0 $736.0 +14.0 +700.0% $46.00 +1.7%
991 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 14.0 $734.0 $52.43 -14.0%
992 BRC BRADY CORP Industrials 8.0 $733.0 -1.0 -11.1% $91.62 -0.4%
993 KFY KORN FERRY Industrials 11.0 $733.0 $66.64 +27.6%
994 WLK WESTLAKE CORPORATION Basic Materials 10.0 $730.0 +8.0 +400.0% $73.00 +8.1%
995 FFIN FIRST FINL BANKSHARES INC Financial Services 21.0 $727.0 +4.0 +23.5% $34.62 -1.4%
996 MGRC MCGRATH RENTCORP Industrials 6.0 $727.0 -1.0 -14.3% $121.17 -3.7%
997 MWA MUELLER WTR PRODS INC Industrials 28.0 $724.0 $25.86 -3.5%
998 GLOBUS MED INC 9.0 $712.0 +3.0 +50.0% $79.11
999 RLI RLI CORP Financial Services 12.0 $709.0 -3.0 -20.0% $59.08 +10.7%
1000 GNTX GENTEX CORP Consumer Cyclical 28.0 $708.0 -1.0 -3.5% $25.29 -6.5%
Page 50 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%