DiNuzzo Private Wealth, Inc.
Filing Date
Global Rank
#7,058
/ 8,232
▲ 184
Top Industry
Consumer Electronics
10.8%
3Y Alpha vs SPY
-5.3%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.5%
SPY
+52.9%
Annualised alpha
-5.3%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,204 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.0%
−0.6 pts
Top 5
33.7%
−2.6 pts
Top 10
51.1%
−1.3 pts
HHI
345
Diversified−25
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.1% | $9,494,240 |
| Financial Services | 17.7% | $5,252,228 |
| Consumer Cyclical | 13.1% | $3,888,015 |
| Industrials | 8.4% | $2,476,278 |
| Unclassified | 7.3% | $2,172,868 |
| Energy | 6.7% | $1,997,832 |
| Communication Services | 4.2% | $1,257,661 |
| Utilities | 3.6% | $1,056,716 |
| Healthcare | 3.1% | $906,338 |
| Consumer Defensive | 1.9% | $554,028 |
| Basic Materials | 1.0% | $307,567 |
| Real Estate | 0.8% | $246,343 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OUNZ | VanEck Merk Gold ETF | +1,430 | 28,590 | $1,287,979 | |
| IBIT | iShares Bitcoin Trust ETF | +752 | 944 | $36,268 | |
| CMCSA | Comcast Corp | +97 | 2,735 | $78,521 | |
| D | Dominion Energy, Inc | +95 | 8,893 | $549,765 | |
| QQQ | Invesco Qqq Trust, Series 1 | +59 | 1,321 | $762,454 | |
| RIG | Transocean Ltd. | +55 | 144 | $954 | |
| CAG | Conagra Brands Inc. | +41 | 56 | $880 | |
| TGT | Target Corp | +38 | 49 | $5,938 | |
| RIVN | Rivian Automotive, Inc. / DE | +33 | 107 | $1,610 | |
| CNH | CNH Industrial N.V. | +33 | 155 | $1,705 | |
| DXC | DXC Technology Co | +31 | 59 | $741 | |
| MRK | Merck & Co., Inc. | +31 | 921 | $110,787 | |
| WAT | Waters Corp /De/ | +27 | 36 | $10,720 | |
| RIOT | Riot Platforms, Inc. | +25 | 48 | $593 | |
| HRL | Hormel Foods Corp /De/ | +24 | 42 | $951 | |
| WSBC | Wesbanco Inc | +24 | 22,736 | $784,164 | |
| AMKR | Amkor Technology, Inc. | +21 | 73 | $3,287 | |
| BBWI | Bath & Body Works, Inc. | +20 | 29 | $541 | |
| MCHP | Microchip Technology Inc | +19 | 54 | $3,488 | |
| CNK | Cinemark Holdings, Inc. | +16 | 25 | $713 | |
| BMY | Bristol Myers Squibb Co | +16 | 215 | $13,039 | |
| CCL | Carnival Corp Ltd. | +15 | 314 | $8,126 | |
| STZ | Constellation Brands, Inc. | +15 | 17 | $2,550 | |
| LKQ | Lkq Corp | +15 | 41 | $1,204 | |
| NKE | NIKE, Inc. | +15 | 65 | $3,433 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RKT | Rocket Companies, Inc. | −16,774 | 47 | $669 | |
| NU | Nu Holdings Ltd. | −6,000 | 114,000 | $1,638,180 | |
| AAPL | Apple Inc. | −514 | 11,651 | $2,956,907 | |
| XOM | Exxon Mobil Corp | −214 | 2,381 | $403,960 | |
| JNJ | Johnson & Johnson | −200 | 428 | $104,620 | |
| BAC | Bank Of America Corp /De/ | −103 | 2,080 | $101,400 | |
| PNC | Pnc Financial Services Group, Inc. | −99 | 364 | $75,744 | |
| COP | Conocophillips | −76 | 347 | $45,804 | |
| APO | Apollo Global Management, Inc. | −52 | 41 | $4,568 | |
| TMO | Thermo Fisher Scientific Inc. | −39 | 14 | $6,881 | |
| HPQ | Hp Inc | −36 | 15 | $288 | |
| PYPL | PayPal Holdings, Inc. | −30 | 27 | $1,221 | |
| QS | QuantumScape Corp | −28 | 1 | $6 | |
| VYX | NCR Voyix Corp | −28 | 465 | $2,943 | |
| PINS | Pinterest, Inc. | −25 | 11 | $201 | |
| MSFT | Microsoft Corp | −24 | 4,078 | $1,509,553 | |
| MRP | Millrose Properties, Inc. | −24 | 90 | $2,520 | |
| FIS | Fidelity National Information Services, Inc. | −21 | 18 | $844 | |
| PATH | UiPath, Inc. | −18 | 23 | $255 | |
| CPNG | Coupang, Inc. | −18 | 35 | $660 | |
| CSGP | Costar Group, Inc. | −18 | 10 | $403 | |
| GEN | Gen Digital Inc. | −16 | 87 | $1,638 | |
| GPK | Graphic Packaging Holding Co | −16 | 5 | $49 | |
| UEC | Uranium Energy Corp | −16 | 30 | $405 | |
| KD | Kyndryl Holdings, Inc. | −16 | 15 | $196 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NBIS | Nebius Group N.V. | 138 | $14,318 | |
| ALAB | Astera Labs, Inc. | 83 | $9,096 | |
| TLSA | Tiziana Life Sciences Ltd | 5,000 | $5,850 | |
| VSNT | Versant Media Group, Inc. | 79 | $2,924 | |
| PNFP | Pinnacle Financial Partners, Inc. | 18 | $1,550 | |
| MRNA | Moderna, Inc. | 23 | $1,168 | |
| RH | Rh | 4 | $559 | |
| VICR | Vicor Corp | 3 | $483 | |
| TPC | Tutor Perini Corp | 5 | $385 | |
| SHAK | Shake Shack Inc. | 4 | $353 | |
| PACS | PACS Group, Inc. | 9 | $289 | |
| GME | GameStop Corp. | 11 | $253 | |
| UAA | Under Armour, Inc. | 15 | $88 | |
| CYTK | Cytokinetics Inc | 1 | $65 | |
| LOAR | Loar Holdings Inc. | 1 | $57 | |
| DNLI | Denali Therapeutics Inc. | 2 | $38 | |
| AMTM | Amentum Holdings, Inc. | 1 | $26 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | 5,444 | $81,660 | |
| MTD | Mettler Toledo International Inc/ | 3 | $4,182 | |
| PIPR | Piper Sandler Companies | 25 | $2,123 | |
| NEU | Newmarket Corp | 2 | $1,374 | |
| EXAS | EXACT SCIENCES CORP | 13 | $1,320 | |
| FLUT | Flutter Entertainment plc | 6 | $1,290 | |
| RGEN | Repligen Corp | 6 | $983 | |
| TEAM | Atlassian Corp | 5 | $810 | |
| QLYS | Qualys, Inc. | 6 | $797 | |
| WDFC | Wd 40 Co | 3 | $590 | |
| CHE | Chemed Corp | 1 | $427 | |
| TGNA | TEGNA INC | 20 | $388 | |
| CVLT | Commvault Systems Inc | 3 | $376 | |
| ADUS | Addus HomeCare Corp | 3 | $322 | |
| STEP | StepStone Group Inc. | 5 | $320 | |
| IONQ | IonQ, Inc. | 6 | $269 | |
| CALX | Calix, Inc | 5 | $264 | |
| CBZ | CBIZ, Inc. | 4 | $201 | |
| ENOV | Enovis CORP | 5 | $133 | |
| CHDN | Churchill Downs Inc | 1 | $113 | |
| PTON | Peloton Interactive, Inc. | 18 | $110 | |
| DRVN | Driven Brands Holdings Inc. | 6 | $88 | |
| COTY | Coty Inc. | 18 | $55 | |
| CLVT | Clarivate PLC | 14 | $46 | |
| FA | First Advantage Corp | 3 | $43 | |
| No positions match the current search. | ||||
56 positions ·
$307,567 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 56 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RPM |
Rpm International Inc/De/
Basic Materials
|
Added | 780 | $77,532 | 25.21% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Added | 407 | $43,500 | 14.14% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Added | 541 | $41,202 | 13.40% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 219 | $18,332 | 5.96% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 25 | $12,394 | 4.03% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 40 | $11,619 | 3.78% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 102 | $11,041 | 3.59% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 36 | $9,802 | 3.19% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 28 | $7,448 | 2.42% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Held | 41 | $7,380 | 2.40% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 16 | $5,128 | 1.67% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 47 | $4,940 | 1.61% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 29 | $4,903 | 1.59% | |
| RS |
Reliance, Inc.
Basic Materials
|
Held | 16 | $4,862 | 1.58% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
Reduced | 35 | $4,544 | 1.48% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 75 | $4,408 | 1.43% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Held | 6 | $3,532 | 1.15% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Held | 12 | $3,053 | 0.99% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 14 | $2,513 | 0.82% | |
| AA |
Alcoa Corp
Basic Materials
|
Added | 36 | $2,387 | 0.78% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
Added | 123 | $2,291 | 0.74% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Added | 21 | $1,602 | 0.52% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Held | 9 | $1,548 | 0.50% | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
Added | 21 | $1,523 | 0.50% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Added | 77 | $1,445 | 0.47% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Held | 8 | $1,372 | 0.45% | |
| ESI |
Element Solutions Inc
Basic Materials
|
Held | 38 | $1,297 | 0.42% | |
| UFPI |
Ufp Industries Inc
Basic Materials
|
Held | 13 | $1,197 | 0.39% | |
| CE |
Celanese Corp
Basic Materials
|
Added | 17 | $1,118 | 0.36% | |
| WLK |
Westlake Corp
Basic Materials
|
Added | 9 | $1,051 | 0.34% | |
| MOS |
Mosaic Co
Basic Materials
|
Added | 40 | $1,020 | 0.33% | |
| CBT |
Cabot Corp
Basic Materials
|
Added | 12 | $903 | 0.29% | |
| BCPC |
Balchem Corp
Basic Materials
|
Held | 5 | $847 | 0.28% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 10 | $805 | 0.26% | |
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
Reduced | 29 | $803 | 0.26% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Held | 16 | $772 | 0.25% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Held | 8 | $745 | 0.24% | |
| KNF |
Knife River Corp
Basic Materials
|
Added | 9 | $734 | 0.24% | |
| FUL |
Fuller H B Co
Basic Materials
|
Held | 10 | $616 | 0.20% | |
| BCC |
BOISE CASCADE Co
Basic Materials
|
Added | 8 | $606 | 0.20% | |
| USLM |
United States Lime & Minerals Inc
Basic Materials
|
Added | 4 | $522 | 0.17% | |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
Added | 7 | $425 | 0.14% | |
| OLN |
OLIN Corp
Basic Materials
|
Added | 14 | $416 | 0.14% | |
| AVNT |
Avient Corp
Basic Materials
|
Added | 11 | $399 | 0.13% | |
| IOSP |
Innospec Inc.
Basic Materials
|
Added | 5 | $365 | 0.12% | |
| NGVT |
Ingevity Corp
Basic Materials
|
Held | 5 | $356 | 0.12% | |
| MTX |
Minerals Technologies Inc
Basic Materials
|
Held | 5 | $354 | 0.12% | |
| ASH |
Ashland Inc.
Basic Materials
|
Added | 6 | $333 | 0.11% | |
| MTRN |
MATERION Corp
Basic Materials
|
Added | 2 | $289 | 0.09% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
Added | 11 | $268 | 0.09% |