DiNuzzo Private Wealth, Inc.
Filing Date
Global Rank
#7,483
/ 8,517
▲ 326
Top Industry
Semiconductors
12.0%
3Y Alpha vs SPY
+7.9%
Period ended 46 days ago
Filed Jul 10, 2026 · 36d
11 quarters · since Dec 2023
Portfolio Concentration
1,204 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.0%
+1.7 pts
Top 5
34.3%
+3.0 pts
Top 10
49.4%
+0.9 pts
HHI
341
Diversified+24
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.5% | $11,517,190 |
| Financial Services | 13.5% | $4,042,497 |
| Consumer Cyclical | 12.4% | $3,711,146 |
| Industrials | 7.6% | $2,285,736 |
| Unclassified | 7.3% | $2,172,764 |
| Energy | 5.8% | $1,732,643 |
| Communication Services | 4.1% | $1,213,646 |
| Utilities | 3.7% | $1,098,204 |
| Healthcare | 3.4% | $1,009,793 |
| Consumer Defensive | 1.9% | $555,264 |
| Basic Materials | 1.1% | $336,526 |
| Real Estate | 0.9% | $272,334 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +297 | 330 | $99,564 | |
| D | Dominion Energy, Inc | +84 | 8,977 | $613,039 | |
| HPQ | Hp Inc | +75 | 90 | $1,974 | |
| CRBG | Corebridge Financial, Inc. | +62 | 144 | $4,122 | |
| DVN | Devon Energy Corp/De | +60 | 112 | $4,627 | |
| PSKY | Paramount Skydance Corp | +54 | 606 | $5,975 | |
| CVNA | Carvana Co. | +51 | 64 | $4,212 | |
| CNC | Centene Corp | +45 | 52 | $3,337 | |
| BKNG | Booking Holdings Inc. | +45 | 50 | $8,912 | |
| KHC | Kraft Heinz Co | +37 | 866 | $20,454 | |
| UNH | Unitedhealth Group Inc | +36 | 129 | $53,616 | |
| COMP | Compass, Inc. | +29 | 34 | $419 | |
| CNH | CNH Industrial N.V. | +27 | 182 | $2,043 | |
| WSBC | Wesbanco Inc | +23 | 22,759 | $888,283 | |
| HOG | Harley-Davidson, Inc. | +23 | 34 | $831 | |
| LYB | LyondellBasell Industries N.V. | +22 | 32 | $1,684 | |
| TPG | TPG Inc. | +18 | 19 | $770 | |
| MCD | Mcdonalds Corp | +15 | 7,585 | $2,050,301 | |
| JBLU | Jetblue Airways Corp | +14 | 54 | $309 | |
| UPS | United Parcel Service Inc | +14 | 1,915 | $205,862 | |
| IRDM | Iridium Communications Inc. | +13 | 16 | $877 | |
| RIOT | Riot Platforms, Inc. | +13 | 61 | $1,670 | |
| CART | Maplebear Inc. | +12 | 29 | $1,373 | |
| EL | Estee Lauder Companies Inc | +11 | 25 | $1,973 | |
| FG | F&G Annuities & Life, Inc. | +11 | 14 | $372 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | −539 | 2,196 | $53,911 | |
| GOOGL | Alphabet Inc. | −514 | 1,090 | $389,533 | |
| MRVL | Marvell Technology, Inc. | −395 | 52 | $15,490 | |
| OUNZ | VanEck Merk Gold ETF | −350 | 28,240 | $1,089,781 | |
| AAPL | Apple Inc. | −257 | 11,394 | $3,296,967 | |
| BDX | Becton Dickinson & Co | −98 | 136 | $20,580 | |
| UAA | Under Armour, Inc. | −56 | 20 | $127 | |
| TSCO | Tractor Supply Co /De/ | −51 | 22 | $695 | |
| DXC | DXC Technology Co | −46 | 13 | $115 | |
| NKE | NIKE, Inc. | −44 | 21 | $862 | |
| CMI | Cummins Inc | −40 | 91 | $64,902 | |
| SMA | SmartStop Self Storage REIT, Inc. | −36 | 143 | $4,647 | |
| INTC | Intel Corp | −30 | 1,948 | $271,999 | |
| RKT | Rocket Companies, Inc. | −30 | 17 | $267 | |
| UHAL | U-Haul Holding Co /NV/ | −27 | 7 | $458 | |
| WU | Western Union CO | −26 | 40 | $308 | |
| GT | Goodyear Tire & Rubber Co /Oh/ | −26 | 9 | $59 | |
| NOW | ServiceNow, Inc. | −23 | 1,000 | $99,280 | |
| GIS | General Mills Inc | −23 | 291 | $10,126 | |
| CAG | Conagra Brands Inc. | −22 | 34 | $457 | |
| ABT | Abbott Laboratories | −22 | 122 | $11,070 | |
| ZG | Zillow Group, Inc. | −21 | 4 | $125 | |
| BF-A | Brown Forman Corp | −20 | 23 | $629 | |
| RIG | Transocean Ltd. | −19 | 125 | $611 | |
| CTSH | Cognizant Technology Solutions Corp | −19 | 23 | $890 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 358 | $54,058 | |
| PIPR | Piper Sandler Companies | 96 | $6,944 | |
| MTD | Mettler Toledo International Inc/ | 5 | $6,387 | |
| AMCR | Amcor plc | 77 | $3,337 | |
| POWL | Powell Industries Inc | 6 | $1,718 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 12 | $978 | |
| RDDT | Reddit, Inc. | 5 | $867 | |
| OPEN | Opendoor Technologies Inc. | 123 | $568 | |
| CZR | Caesars Entertainment, Inc. | 13 | $392 | |
| PENN | PENN Entertainment, Inc. | 18 | $384 | |
| CORZ | Core Scientific, Inc./tx | 14 | $358 | |
| SARO | StandardAero, Inc. | 11 | $329 | |
| INDV | Indivior Pharmaceuticals, Inc. | 8 | $328 | |
| IBRX | ImmunityBio, Inc. | 36 | $315 | |
| SFD | Smithfield Foods Inc | 13 | $315 | |
| AZZ | Azz Inc | 2 | $310 | |
| SOLV | Solventum Corp | 4 | $308 | |
| CENX | Century Aluminum Co | 6 | $276 | |
| VGNT | Versigent PLC | 6 | $252 | |
| PLUG | Plug Power Inc | 83 | $224 | |
| PCVX | Vaxcyte, Inc. | 3 | $174 | |
| VNOM | Viper Energy, Inc. | 4 | $169 | |
| STEP | StepStone Group Inc. | 4 | $165 | |
| LUNR | Intuitive Machines, Inc. | 7 | $149 | |
| HWKN | Hawkins Inc | 1 | $142 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NU | Nu Holdings Ltd. | 114,000 | $1,638,180 | |
| VB | Vanguard Morningstar Small-Cap ETF | 3,875 | $1,014,939 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 11,595 | $870,784 | |
| HON | Honeywell International Inc | 2,175 | $491,615 | |
| VEA | Vanguard FTSE Developed Markets ETF | 1,293 | $82,855 | |
| VIG | Vanguard Dividend Appreciation ETF | 271 | $58,281 | |
| CGDV | Capital Group Dividend Value ETF | 909 | $38,668 | |
| CGGO | Capital Group Global Growth Equity ETF | 1,123 | $37,474 | |
| IVES | Dan IVES Wedbush AI Revolution ETF | 1,225 | $34,753 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 558 | $18,095 | |
| CRCL | Circle Internet Group, Inc. | 50 | $4,770 | |
| NWSA | News Corp | 30 | $855 | |
| GPOR | Gulfport Energy Corp | 4 | $846 | |
| RH | Rh | 4 | $559 | |
| SMCI | Super Micro Computer, Inc. | 24 | $546 | |
| CACC | Credit Acceptance Corp | 1 | $423 | |
| LBRDA | Liberty Broadband Corp | 8 | $401 | |
| SHAK | Shake Shack Inc. | 4 | $353 | |
| LLYVA | Liberty Live Holdings, Inc. | 3 | $282 | |
| VRRM | VERRA MOBILITY Corp | 19 | $271 | |
| EOSE | Eos Energy Enterprises, Inc. | 40 | $198 | |
| GWRE | Guidewire Software, Inc. | 1 | $149 | |
| PRGS | Progress Software Corp /Ma | 5 | $128 | |
| ROCK | Gibraltar Industries, Inc. | 3 | $119 | |
| TCOM | Trip.com Group Ltd | 2 | $99 | |
| No positions match the current search. | ||||
1,204 tracked positions ·
$29,947,743 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,204 positions by value
· page 1 of 25
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,394 | $3,296,967 | 11.01% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 7,585 | $2,050,301 | 6.85% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,770 | $1,754,789 | 5.86% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 5,907 | $1,661,107 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,071 | $1,518,564 | 5.07% | |
| OUNZ |
VanEck Merk Gold ETF
|
Reduced | 28,240 | $1,089,781 | 3.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,321 | $972,784 | 3.25% | |
| WSBC |
Wesbanco Inc
Financial Services
|
Added | 22,759 | $888,283 | 2.97% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,461 | $848,709 | 2.83% | |
| EQT |
EQT Corp
Energy
|
Reduced | 13,625 | $724,441 | 2.42% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 8,977 | $613,039 | 2.05% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 4,210 | $608,808 | 2.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,084 | $542,422 | 1.81% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 3,377 | $494,899 | 1.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,968 | $469,053 | 1.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 974 | $409,664 | 1.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,090 | $389,533 | 1.30% | |
| USB |
US Bancorp De
Financial Services
|
Held | 6,193 | $374,057 | 1.25% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 4,140 | $363,367 | 1.21% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,382 | $325,667 | 1.09% | |
| INTC |
Intel Corp
Technology
|
Reduced | 1,948 | $271,999 | 0.91% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 518 | $266,044 | 0.89% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 474 | $234,667 | 0.78% | |
| FDX |
Fedex Corp
Industrials
|
Held | 718 | $224,827 | 0.75% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 1,915 | $205,862 | 0.69% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 514 | $194,163 | 0.65% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 750 | $191,752 | 0.64% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 4,408 | $186,634 | 0.62% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 8,937 | $184,995 | 0.62% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 832 | $183,447 | 0.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 304 | $171,240 | 0.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 133 | $159,524 | 0.53% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 324 | $159,135 | 0.53% | |
| CSX |
Csx Corp
Industrials
|
Added | 2,979 | $141,591 | 0.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 423 | $138,460 | 0.46% | |
| NOV |
NOV Inc.
Energy
|
Held | 6,931 | $128,570 | 0.43% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 871 | $124,683 | 0.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 489 | $123,051 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 930 | $119,505 | 0.40% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 2,081 | $118,575 | 0.40% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 331 | $113,562 | 0.38% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 318 | $112,648 | 0.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 750 | $109,980 | 0.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 428 | $108,699 | 0.36% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Held | 715 | $103,889 | 0.35% | |
| MU |
Micron Technology Inc
Technology
|
Added | 89 | $102,731 | 0.34% | |
| KLAC |
Kla Corp
Technology
|
Added | 330 | $99,564 | 0.33% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 1,000 | $99,280 | 0.33% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 132 | $95,436 | 0.32% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Held | 417 | $94,579 | 0.32% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.