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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $919M AUM 1,371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 289 Added 360 Reduced 46 Exited
Page 61 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 TFSL TFS FINL CORP Financial Services 22.0 $295.0 $13.41 +17.3%
1202 HTO H2O AMERICA Utilities 6.0 $294.0 $49.00 +17.5%
1203 CSW INDUSTRIALS INC 1.0 $294.0 $294.00
1204 SHOO MADDEN STEVEN LTD Consumer Cyclical 7.0 $292.0 +2.0 +40.0% $41.71 -3.0%
1205 RIOT RIOT PLATFORMS INC Financial Services 23.0 $292.0 -1.0 -4.2% $12.70 +86.4%
1206 FDS FACTSET RESH SYS INC Financial Services 1.0 $291.0 -5.0 -83.3% $291.00 -22.7%
1207 CNC CENTENE CORP DEL Healthcare 7.0 $289.0 $41.29 +39.9%
1208 FTDR FRONTDOOR INC Consumer Cyclical 5.0 $289.0 +1.0 +25.0% $57.80 +6.4%
1209 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3.0 $286.0 -2.0 -40.0% $95.33 +16.9%
1210 ICUI ICU MED INC Healthcare 2.0 $286.0 NEW $143.00 -8.2%
1211 WS WORTHINGTON STL INC Basic Materials 8.0 $277.0 $34.62 +13.1%
1212 STZ CONSTELLATION BRANDS INC Consumer Defensive 2.0 $276.0 -11.0 -84.6% $138.00 +9.6%
1213 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5.0 $271.0 +4.0 +400.0% $54.20 -12.0%
1214 IONQ IONQ INC Technology 6.0 $270.0 NEW $45.00 +30.9%
1215 DOCS DOXIMITY INC Healthcare 6.0 $266.0 -5.0 -45.5% $44.33 -56.3%
1216 MQ MARQETA INC Technology 56.0 $266.0 $4.75 -16.8%
1217 OGN ORGANON & CO Healthcare 37.0 $266.0 -4.0 -9.8% $7.19 +86.7%
1218 CALX CALIX INC Technology 5.0 $265.0 $53.00 -27.5%
1219 EMBC EMBECTA CORP Healthcare 22.0 $262.0 $11.91 -72.1%
1220 LITHIUM AMERS CORP NEW 60.0 $262.0 $4.37
Page 61 of 69  ·  1,367 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 35.4%
Financial Services 24.6%
Consumer Cyclical 12.9%
Industrials 7.7%
Energy 5.2%
Communication Services 4.5%
Healthcare 3.2%
Utilities 3.2%
Consumer Defensive 1.7%
Basic Materials 0.9%