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 8 of 16 · 318 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
141	WSO	WATSCO INC	Industrials	6.0	$3K	—	+1.0	+20.0%	$416.83	-23.9%
142	DECK	DECKERS OUTDOOR CORP	Consumer Cyclical	25.0	$2K	—	+3.0	+13.6%	$99.32	-20.8%
143	ABNB	AIRBNB INC	Consumer Cyclical	17.0	$2K	—	+3.0	+21.4%	$143.12	+10.0%
144	SF	STIFEL FINL CORP	Financial Services	34.0	$2K	—	+11.0	+47.8%	$69.79	+0.8%
145	APG	API GROUP CORP	Industrials	56.0	$2K	—	+3.0	+5.7%	$42.36	-9.2%
146	ROIV	ROIVANT SCIENCES LTD	Healthcare	67.0	$2K	—	+9.0	+15.5%	$35.40	+1.1%
147	DXCM	DEXCOM INC	Healthcare	35.0	$2K	—	+14.0	+66.7%	$67.37	+28.6%
148	ENS	ENERSYS	Industrials	10.0	$2K	—	+1.0	+11.1%	$233.90	-23.5%
149	DTE	DTE ENERGY CO	Utilities	15.0	$2K	—	+5.0	+50.0%	$152.40	-20.3%
150	ILMN	ILLUMINA INC	Healthcare	13.0	$2K	—	+1.0	+8.3%	$175.85	+53.5%
151	AVY	AVERY DENNISON CORP	Industrials	14.0	$2K	—	+1.0	+7.7%	$162.36	+4.9%
152	LEN	LENNAR CORP	Consumer Cyclical	25.0	$2K	—	+4.0	+19.1%	$90.52	-9.2%
153	RKLB	ROCKET LAB CORP	Industrials	22.0	$2K	—	+6.0	+37.5%	$101.68	-27.3%
154	KVUE	KENVUE INC	Consumer Defensive	117.0	$2K	—	+8.0	+7.3%	$19.11	-6.9%
155	ROL	ROLLINS INC	Consumer Cyclical	52.0	$2K	—	+10.0	+23.8%	$41.75	-28.1%
156	AGCO	AGCO CORP	Industrials	18.0	$2K	—	+1.0	+5.9%	$119.72	-1.4%
157	GFS	GLOBALFOUNDRIES INC	Technology	26.0	$2K	—	+20.0	+333.3%	$82.42	-40.6%
158	PSTG	EVERPURE INC	—	27.0	$2K	—	+2.0	+8.0%	$78.81	—
159	GPN	GLOBAL PMTS INC	Industrials	29.0	$2K	—	+10.0	+52.6%	$72.59	+19.2%
160	JEF	JEFFERIES FINANCIAL GROUP IN	Financial Services	41.0	$2K	—	+3.0	+7.9%	$50.00	-4.6%

Page 8 of 16 · 318 positions

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① 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%