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. | ||||
62 positions ·
$554,028 total
· Consumer Defensive 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 62 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 748 | $108,041 | 19.50% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 693 | $107,615 | 19.42% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 760 | $73,317 | 13.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 568 | $43,196 | 7.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 31 | $30,889 | 5.58% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 172 | $28,438 | 5.13% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 457 | $26,341 | 4.75% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 829 | $18,644 | 3.37% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 105 | $12,466 | 2.25% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 314 | $11,687 | 2.11% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 143 | $10,347 | 1.87% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 49 | $5,938 | 1.07% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Held | 48 | $4,426 | 0.80% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 47 | $4,005 | 0.72% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 19 | $3,949 | 0.71% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 50 | $3,623 | 0.65% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Added | 32 | $3,504 | 0.63% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 53 | $3,497 | 0.63% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 49 | $3,495 | 0.63% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Added | 27 | $3,434 | 0.62% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 39 | $2,834 | 0.51% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 17 | $2,550 | 0.46% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Added | 27 | $2,519 | 0.45% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Added | 33 | $2,114 | 0.38% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Added | 21 | $2,025 | 0.37% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
Reduced | 20 | $1,968 | 0.36% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 114 | $1,965 | 0.35% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Held | 10 | $1,917 | 0.35% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 72 | $1,895 | 0.34% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Added | 16 | $1,802 | 0.33% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
Added | 29 | $1,793 | 0.32% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Added | 37 | $1,593 | 0.29% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Held | 31 | $1,563 | 0.28% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 20 | $1,542 | 0.28% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 14 | $1,450 | 0.26% | |
| LAUR |
Laureate Education, Inc.
Consumer Defensive
|
Held | 40 | $1,393 | 0.25% | |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
Held | 15 | $1,284 | 0.23% | |
| CVSA |
Covista Inc.
Consumer Defensive
|
Held | 11 | $1,267 | 0.23% | |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
|
Held | 13 | $1,196 | 0.22% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Held | 7 | $1,190 | 0.21% | |
| POST |
Post Holdings, Inc.
Consumer Defensive
|
Held | 12 | $1,186 | 0.21% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Added | 25 | $1,056 | 0.19% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 14 | $1,004 | 0.18% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Added | 42 | $951 | 0.17% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
Held | 6 | $903 | 0.16% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Added | 56 | $880 | 0.16% | |
| MZTI |
Marzetti Co
Consumer Defensive
|
Held | 5 | $691 | 0.12% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Reduced | 7 | $554 | 0.10% | |
| IPAR |
Interparfums Inc
Consumer Defensive
|
Added | 6 | $545 | 0.10% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
Held | 6 | $529 | 0.10% |