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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $882M AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1369 New
Page 32 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 12.0 $2K NEW $172.58 +3.3%
622 AXS AXIS CAP HLDGS LTD Financial Services 21.0 $2K NEW $98.62 +2.1%
623 APTIV PLC 26.0 $2K NEW $79.54
624 R RYDER SYS INC Industrials 11.0 $2K NEW $187.55 +25.2%
625 AVY AVERY DENNISON CORP Industrials 12.0 $2K NEW $171.67 -7.4%
626 WAL WESTERN ALLIANCE BANCORP Financial Services 23.0 $2K NEW $89.57 -14.0%
627 BALL BALL CORP Consumer Cyclical 39.0 $2K NEW $52.64 +7.0%
628 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 21.0 $2K NEW $97.71 -3.4%
629 PODD INSULET CORP Healthcare 6.0 $2K NEW $340.00 -53.9%
630 INCY INCYTE CORP Healthcare 24.0 $2K NEW $84.62 +15.1%
631 VNQI VANGUARD INTL EQUITY INDEX F 43.0 $2K NEW $47.12 -2.2%
632 SANM SANMINA CORPORATION Technology 17.0 $2K NEW $117.53 +96.7%
633 FN FABRINET Technology 6.0 $2K NEW $331.33 +112.3%
634 SCI SERVICE CORP INTL Consumer Cyclical 25.0 $2K NEW $79.28 -2.2%
635 JKHY HENRY JACK & ASSOC INC Technology 12.0 $2K NEW $163.33 -14.6%
636 AYI ACUITY INC Industrials 6.0 $2K NEW $326.50 -13.9%
637 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 18.0 $2K NEW $108.72 -29.8%
638 PSTG PURE STORAGE INC Technology 25.0 $2K NEW $77.64 +7.9%
639 EVR EVERCORE INC Financial Services 6.0 $2K NEW $321.67 +7.6%
640 DVA DAVITA INC Healthcare 14.0 $2K NEW $137.79 +44.2%
Page 32 of 69  ·  1,369 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 36.0%
Financial Services 17.2%
Consumer Cyclical 17.1%
Industrials 8.2%
Energy 5.6%
Communication Services 4.6%
Healthcare 3.9%
Utilities 3.5%
Consumer Defensive 2.1%
Basic Materials 0.9%