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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 53 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HP HELMERICH & PAYNE INC Energy 19.0 $623.0 +1.0 +5.6% $32.79 +32.8%
1042 BCC BOISE CASCADE CO DEL Basic Materials 8.0 $622.0 +3.0 +60.0% $77.75 +6.1%
1043 RDNT RADNET INC Healthcare 10.0 $617.0 +3.0 +42.9% $61.70 +24.5%
1044 CWEN CLEARWAY ENERGY INC Utilities 18.0 $616.0 +6.0 +50.0% $34.22 -4.9%
1045 CPK CHESAPEAKE UTILS CORP Utilities 5.0 $613.0 +1.0 +25.0% $122.60 +9.4%
1046 WDAY WORKDAY INC Technology 5.0 $613.0 -8.0 -61.5% $122.60 +63.1%
1047 RIG TRANSOCEAN LTD Energy 125.0 $612.0 +36.0 +40.5% $4.90 +20.9%
1048 IDA IDACORP INC Utilities 4.0 $606.0 $151.50 -9.4%
1049 G GENPACT LIMITED Technology 22.0 $605.0 -2.0 -8.3% $27.50 +35.1%
1050 TRMK TRUSTMARK CORP Financial Services 13.0 $599.0 $46.08 +1.0%
1051 BSY BENTLEY SYS INC Technology 20.0 $598.0 -4.0 -16.7% $29.90 +24.0%
1052 SKYW SKYWEST INC Industrials 6.0 $596.0 $99.33 +1.8%
1053 VC VISTEON CORP Consumer Cyclical 6.0 $596.0 $99.33 +6.7%
1054 BMI BADGER METER INC Technology 4.0 $594.0 -2.0 -33.3% $148.50 -11.2%
1055 TDS TELEPHONE & DATA SYS INC Communication Services 16.0 $593.0 $37.06 -9.3%
1056 MMS MAXIMUS INC Industrials 11.0 $592.0 -1.0 -8.3% $53.82 +8.2%
1057 SHOO MADDEN STEVEN LTD Consumer Cyclical 14.0 $590.0 +7.0 +100.0% $42.14 +9.3%
1058 GFF GRIFFON CORP Industrials 6.0 $586.0 $97.67 +3.0%
1059 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 7.0 $585.0 +2.0 +40.0% $83.57 +9.5%
1060 IOT SAMSARA INC Technology 18.0 $584.0 $32.44 +23.1%
Page 53 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%