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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 62 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CWT CALIFORNIA WTR SVC GROUP Utilities 6.0 $260.0 $43.33 -0.3%
1222 CAG CONAGRA BRANDS INC Consumer Defensive 15.0 $260.0 -15.0 -50.0% $17.33 -22.8%
1223 RNG RINGCENTRAL INC Technology 9.0 $260.0 -2.0 -18.2% $28.89 +50.6%
1224 ALRM ALARM COM HLDGS INC Technology 5.0 $256.0 -1.0 -16.7% $51.20 -14.6%
1225 RALLIANT CORP 5.0 $255.0 -2.0 -28.6% $51.00
1226 TDW TIDEWATER INC NEW Energy 5.0 $253.0 +4.0 +400.0% $50.60 +67.1%
1227 VCYT VERACYTE INC Healthcare 6.0 $253.0 +2.0 +50.0% $42.17 +7.2%
1228 SBCF SEACOAST BKG CORP FLA Financial Services 8.0 $252.0 $31.50 -2.8%
1229 VAL VALARIS LTD Energy 5.0 $252.0 NEW $50.40 +117.4%
1230 PHIN PHINIA INC Consumer Cyclical 4.0 $251.0 $62.75 +18.8%
1231 CNXC CONCENTRIX CORP Technology 6.0 $250.0 +4.0 +200.0% $41.67 -37.9%
1232 LIBERTY LIVE HOLDINGS INC 3.0 $250.0 NEW $83.33
1233 ROCK GIBRALTAR INDS INC Industrials 5.0 $248.0 -1.0 -16.7% $49.60 -29.1%
1234 FG F&G ANNUITIES & LIFE INC Financial Services 8.0 $247.0 -2.0 -20.0% $30.88 -10.6%
1235 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 6.0 $245.0 -1.0 -14.3% $40.83 -9.1%
1236 OSCR OSCAR HEALTH INC Healthcare 17.0 $245.0 $14.41 +53.6%
1237 KMPR KEMPER CORP Financial Services 6.0 $244.0 -7.0 -53.9% $40.67 -27.1%
1238 MGNI MAGNITE INC Communication Services 15.0 $244.0 NEW $16.27 -18.9%
1239 LBRDK LIBERTY BROADBAND CORP Communication Services 5.0 $243.0 -19.0 -79.2% $48.60 -28.3%
1240 SEADRILL LTD 7.0 $243.0 +5.0 +250.0% $34.71
Page 62 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%