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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 49 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PII POLARIS INC Consumer Cyclical 12.0 $759.0 +11.0 +1100.0% $63.25 -0.3%
962 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 6.0 $756.0 $126.00 -39.3%
963 FLR FLUOR CORP NEW Industrials 19.0 $753.0 +4.0 +26.7% $39.63 +12.5%
964 ASB ASSOCIATED BANC CORP Financial Services 29.0 $748.0 $25.79 +8.8%
965 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 6.0 $748.0 $124.67 -8.6%
966 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 15.0 $748.0 +2.0 +15.4% $49.87 +12.5%
967 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 28.0 $745.0 -4.0 -12.5% $26.61 +23.8%
968 DORM DORMAN PRODS INC Consumer Cyclical 6.0 $740.0 $123.33 -3.8%
969 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 28.0 $739.0 +10.0 +55.6% $26.39 -37.3%
970 PSMT PRICESMART INC Consumer Defensive 6.0 $737.0 $122.83 +35.1%
971 MGRC MCGRATH RENTCORP Industrials 7.0 $735.0 +3.0 +75.0% $105.00 +4.5%
972 LCII LCI INDS Consumer Cyclical 6.0 $729.0 $121.50 -10.1%
973 ALKS ALKERMES PLC Healthcare 26.0 $728.0 $28.00 +32.0%
974 KFY KORN FERRY Industrials 11.0 $727.0 $66.09 +0.8%
975 CATY CATHAY GEN BANCORP Financial Services 15.0 $726.0 $48.40 +18.3%
976 CPA COPA HOLDINGS SA Industrials 6.0 $724.0 $120.67 +13.6%
977 RB GLOBAL INC 7.0 $721.0 $103.00
978 CALM CAL MAINE FOODS INC Consumer Defensive 9.0 $717.0 +1.0 +12.5% $79.67 -3.4%
979 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 7.0 $710.0 -1.0 -12.5% $101.43 -33.4%
980 BRC BRADY CORP Industrials 9.0 $706.0 +1.0 +12.5% $78.44 +7.8%
Page 49 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%