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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 61 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 8.0 $311.0 $38.88 -1.1%
1202 JBLU JETBLUE AIRWAYS CORP Industrials 54.0 $310.0 +14.0 +35.0% $5.74 -14.8%
1203 SOLV SOLVENTUM CORP Healthcare 4.0 $309.0 NEW $77.25 +15.9%
1204 WU WESTERN UN CO Financial Services 40.0 $308.0 -17.0 -29.8% $7.70 -5.3%
1205 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 6.0 $306.0 $51.00 -2.4%
1206 DOX AMDOCS LTD Technology 6.0 $304.0 -16.0 -72.7% $50.67 +21.2%
1207 PJT PJT PARTNERS INC Financial Services 2.0 $302.0 -1.0 -33.3% $151.00 +15.9%
1208 BIRKENSTOCK HOLDING PLC 7.0 $302.0 -1.0 -12.5% $43.14
1209 OLN OLIN CORP Basic Materials 15.0 $298.0 +12.0 +400.0% $19.87 -7.4%
1210 CWT CALIFORNIA WTR SVC GROUP Utilities 6.0 $292.0 $48.67 +1.8%
1211 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 4.0 $284.0 -3.0 -42.9% $71.00 +2.6%
1212 ALRM ALARM COM HLDGS INC Technology 6.0 $281.0 +1.0 +20.0% $46.83 +22.8%
1213 GREIF INC 3.0 $281.0 +1.0 +50.0% $93.67
1214 CSW INDUSTRIALS INC 1.0 $279.0 $279.00
1215 CENX CENTURY ALUM CO Basic Materials 6.0 $277.0 NEW $46.17 -4.9%
1216 TR TOOTSIE ROLL INDS INC Consumer Defensive 7.0 $277.0 -2.0 -22.2% $39.57 +3.6%
1217 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 11.0 $274.0 $24.91 -13.7%
1218 WS WORTHINGTON STL INC Basic Materials 8.0 $269.0 $33.62 +3.9%
1219 RKT ROCKET COS INC Financial Services 17.0 $268.0 -17K -99.9% $15.76 -11.6%
1220 SBCF SEACOAST BKG CORP FLA Financial Services 8.0 $266.0 $33.25 +4.1%
Page 61 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%