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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 64 of 68  ·  1,347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 PCVX VAXCYTE INC Healthcare 3.0 $175.0 NEW $58.33 +7.3%
1262 WING WINGSTOP INC Consumer Cyclical 1.0 $174.0 $174.00 -33.7%
1263 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 2.0 $172.0 $86.00 +1.1%
1264 KD KYNDRYL HLDGS INC Technology 15.0 $170.0 -16.0 -51.6% $11.33 +10.7%
1265 VNOM VIPER ENERGY INC Energy 4.0 $170.0 NEW $42.50 +6.5%
1266 STEP STEPSTONE GROUP INC Financial Services 4.0 $166.0 -1.0 -20.0% $41.50 +20.5%
1267 EPAM EPAM SYS INC Technology 2.0 $159.0 -4.0 -66.7% $79.50 +38.8%
1268 ANGI ANGI INC Communication Services 26.0 $155.0 $5.96 -17.5%
1269 PODD INSULET CORP Healthcare 1.0 $153.0 -5.0 -83.3% $153.00 -3.2%
1270 LUNR INTUITIVE MACHINES INC Industrials 7.0 $150.0 NEW $21.43 -14.5%
1271 RALLIANT CORP 2.0 $148.0 -3.0 -60.0% $74.00
1272 UA UNDER ARMOUR INC 23.0 $144.0 +12.0 +109.1% $6.26
1273 HWKN HAWKINS INC Basic Materials 1.0 $143.0 NEW $143.00 -16.8%
1274 PTEN PATTERSON-UTI ENERGY INC Energy 15.0 $138.0 NEW $9.20 +34.1%
1275 NWBI NORTHWEST BANCSHARES INC Financial Services 9.0 $137.0 $15.22 +1.3%
1276 IT GARTNER INC Technology 1.0 $130.0 -3.0 -75.0% $130.00 +50.7%
1277 BAX BAXTER INTL INC Healthcare 6.0 $128.0 $21.33 +23.5%
1278 CRGY CRESCENT ENERGY COMPANY Energy 13.0 $128.0 +4.0 +44.4% $9.85 +42.8%
1279 UAA UNDER ARMOUR INC Consumer Cyclical 20.0 $128.0 NEW $6.40 -15.8%
1280 PAYC PAYCOM SOFTWARE INC Technology 1.0 $126.0 $126.00 +81.8%
Page 64 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%