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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 66 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 AVTR AVANTOR INC Healthcare 10.0 $115.0 $11.50 -31.6%
1302 BAX BAXTER INTL INC Healthcare 6.0 $115.0 -15.0 -71.4% $19.17 -0.7%
1303 TSLL DIREXION SHS ETF TR 6.0 $115.0 $19.17 -23.2%
1304 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1.0 $114.0 -2.0 -66.7% $114.00 -25.0%
1305 WSC WILLSCOT HLDGS CORP Industrials 6.0 $113.0 -20.0 -76.9% $18.83 +26.2%
1306 PTON PELOTON INTERACTIVE INC Consumer Cyclical 18.0 $111.0 +8.0 +80.0% $6.17 -16.2%
1307 NWBI NORTHWEST BANCSHARES INC MD Financial Services 9.0 $108.0 -1.0 -10.0% $12.00 +16.4%
1308 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 6.0 $89.0 -10.0 -62.5% $14.83 -9.1%
1309 MBC MASTERBRAND INC Consumer Cyclical 8.0 $89.0 $11.12 -31.7%
1310 XRX XEROX HOLDINGS CORP Technology 37.0 $88.0 $2.38 +6.8%
1311 CE CELANESE CORP DEL Basic Materials 2.0 $85.0 $42.50 +24.5%
1312 PERIMETER SOLUTIONS INC 3.0 $83.0 NEW $27.67
1313 KMX CARMAX INC Consumer Cyclical 2.0 $78.0 -14.0 -87.5% $39.00 -0.2%
1314 CLBK COLUMBIA FINL INC Financial Services 5.0 $78.0 -9.0 -64.3% $15.60 +29.7%
1315 IOSP INNOSPEC INC Basic Materials 1.0 $77.0 -4.0 -80.0% $77.00 +2.2%
1316 CRGY CRESCENT ENERGY COMPANY Energy 9.0 $76.0 $8.44 +55.1%
1317 AVIDITY BIOSCIENCES INC 1.0 $73.0 NEW $73.00
1318 WKC WORLD KINECT CORPORATION Energy 3.0 $71.0 -6.0 -66.7% $23.67 +22.9%
1319 LOB LIVE OAK BANCSHARES INC Financial Services 2.0 $69.0 $34.50 +8.4%
1320 LNTH LANTHEUS HLDGS INC Healthcare 1.0 $67.0 $67.00 +41.0%
Page 66 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%