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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 58 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 HHH HOWARD HUGHES HOLDINGS INC Real Estate 6.0 $429.0 $71.50 -7.0%
1142 FIS FIDELITY NATL INFORMATION SV Technology 11.0 $428.0 -28.0 -71.8% $38.91 +6.2%
1143 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 5.0 $424.0 +2.0 +66.7% $84.80 -8.7%
1144 VISN VISTANCE NETWORKS INC Technology 33.0 $422.0 +12.0 +57.1% $12.79 -12.3%
1145 COMP COMPASS INC Technology 34.0 $420.0 +29.0 +580.0% $12.35 -4.9%
1146 KTB KONTOOR BRANDS INC Consumer Cyclical 5.0 $417.0 $83.40 -1.7%
1147 MMSI MERIT MED SYS INC Healthcare 6.0 $417.0 -3.0 -33.3% $69.50 +30.6%
1148 SEADRILL LTD 11.0 $417.0 +4.0 +57.1% $37.91
1149 HMN HORACE MANN EDUCATORS CORP N Financial Services 8.0 $414.0 $51.75 -2.2%
1150 AVA AVISTA CORP Utilities 10.0 $410.0 $41.00 -8.4%
1151 WHD CACTUS INC Energy 8.0 $410.0 +3.0 +60.0% $51.25 +35.5%
1152 ULS UL SOLUTIONS INC Industrials 4.0 $408.0 -1.0 -20.0% $102.00 -26.4%
1153 AVNT AVIENT CORPORATION Basic Materials 11.0 $407.0 +1.0 +10.0% $37.00 +20.7%
1154 IOSP INNOSPEC INC Basic Materials 5.0 $407.0 +4.0 +400.0% $81.40 +15.0%
1155 LZB LA Z BOY INC Consumer Cyclical 10.0 $402.0 $40.20 -16.1%
1156 BANR BANNER CORP Financial Services 6.0 $399.0 $66.50 +7.0%
1157 HLNE HAMILTON LANE INC Financial Services 5.0 $395.0 -2.0 -28.6% $79.00 +33.4%
1158 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 13.0 $393.0 NEW $30.23 -1.6%
1159 TFSL TFS FINL CORP Financial Services 22.0 $390.0 $17.73 -0.5%
1160 PENN PENN ENTERTAINMENT INC Consumer Cyclical 18.0 $385.0 NEW $21.39 -12.8%
Page 58 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%