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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 54 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 FUL FULLER H B CO Basic Materials 10.0 $583.0 $58.30 +0.7%
1062 CWST CASELLA WASTE SYS INC Industrials 6.0 $582.0 $97.00 -5.1%
1063 KYMR KYMERA THERAPEUTICS INC Healthcare 5.0 $574.0 -1.0 -16.7% $114.80 +4.4%
1064 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 123.0 $569.0 NEW $4.63 -23.7%
1065 BCO BRINKS CO Industrials 6.0 $567.0 $94.50 +17.9%
1066 ZS ZSCALER INC Technology 4.0 $565.0 -2.0 -33.3% $141.25 +28.7%
1067 JOE ST JOE CO Real Estate 9.0 $564.0 $62.67 +9.9%
1068 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 7.0 $561.0 $80.14 -10.3%
1069 YOU CLEAR SECURE INC Technology 10.0 $558.0 +4.0 +66.7% $55.80 -22.4%
1070 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 9.0 $557.0 +5.0 +125.0% $61.89 -2.5%
1071 LNTH LANTHEUS HLDGS INC Healthcare 5.0 $555.0 +4.0 +400.0% $111.00 -9.9%
1072 RNST RENASANT CORP Financial Services 13.0 $554.0 +2.0 +18.2% $42.62 -2.6%
1073 TRN TRINITY INDS INC Industrials 16.0 $554.0 $34.62 -14.0%
1074 AUR AURORA INNOVATION INC Technology 81.0 $553.0 -7.0 -8.0% $6.83 -8.6%
1075 VNT VONTIER CORPORATION Technology 19.0 $551.0 -3.0 -13.6% $29.00 +13.7%
1076 SR SPIRE INC Utilities 7.0 $547.0 $78.14 +3.6%
1077 EXLS EXLSERVICE HLDGS INC Technology 21.0 $544.0 -2.0 -8.7% $25.90 +44.9%
1078 FTDR FRONTDOOR INC Consumer Cyclical 7.0 $544.0 +2.0 +40.0% $77.71 +6.3%
1079 WMG WARNER MUSIC GROUP CORP Communication Services 20.0 $542.0 +1.0 +5.3% $27.10 +0.1%
1080 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 6.0 $541.0 $90.17 +20.9%
Page 54 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%