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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 52 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 INDB INDEPENDENT BK CORP MASS Financial Services 8.0 $670.0 +1.0 +14.3% $83.75 -0.0%
1022 KNF KNIFE RIVER CORP Basic Materials 8.0 $670.0 +1.0 +14.3% $83.75 -21.0%
1023 PVH PVH CORPORATION Consumer Cyclical 9.0 $669.0 -1.0 -10.0% $74.33 +5.6%
1024 BANF BANCFIRST CORP Financial Services 6.0 $667.0 $111.17 +1.6%
1025 GNW GENWORTH FINL INC Financial Services 70.0 $663.0 $9.47 +4.3%
1026 ASH ASHLAND INC Basic Materials 10.0 $659.0 +9.0 +900.0% $65.90 +10.3%
1027 FLAGSTAR BANK NATIONAL ASSOC 44.0 $658.0 $14.95
1028 FIBK FIRST INTST BANCSYSTEM INC Financial Services 17.0 $656.0 $38.59 -2.8%
1029 MKC MCCORMICK & CO INC Consumer Defensive 13.0 $656.0 -18.0 -58.1% $50.46 +9.8%
1030 HCC WARRIOR MET COAL INC Energy 8.0 $650.0 $81.25 +31.4%
1031 CALM CAL MAINE FOODS INC Consumer Defensive 8.0 $645.0 -1.0 -11.1% $80.62 +2.7%
1032 YETI YETI HLDGS INC Consumer Cyclical 13.0 $645.0 $49.62 -11.8%
1033 RBRK RUBRIK INC. Technology 8.0 $643.0 +2.0 +33.3% $80.38 +24.5%
1034 DRS LEONARDO DRS INC Industrials 15.0 $641.0 $42.73 -4.8%
1035 INSM INSMED INC Healthcare 6.0 $640.0 $106.67 +17.9%
1036 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 8.0 $637.0 +5.0 +166.7% $79.62 +42.3%
1037 LCII LCI INDS Consumer Cyclical 6.0 $636.0 $106.00 -3.8%
1038 KWR QUAKER HOUGHTON Basic Materials 4.0 $636.0 $159.00 +2.5%
1039 VFC V F CORP Consumer Cyclical 38.0 $634.0 +5.0 +15.2% $16.68 -13.9%
1040 BROWN FORMAN CORP 23.0 $630.0 +22.0 +2200.0% $27.39
Page 52 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%