DiNuzzo Private Wealth, Inc.

CIK

1994563

Location

BEAVER, PA

Portfolio Value

Micro $2,476,278

Diversification

Diversified

Filing Date

Global Rank

#7,402 / 8,578 ▲ 27

Top Industry

Consumer Electronics 10.8%

3Y Alpha vs SPY

-6.1%

Period ended 3 months ago

Filed Apr 8, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.0%

SPY

+55.8%

Annualised alpha

-6.1%

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, 2025

Top 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	Positions
Technology	32.1%	$9,494,240	187
Financial Services	17.7%	$5,252,228	213
Consumer Cyclical	13.1%	$3,888,015	165
Industrials	8.4%	$2,476,278	207
Unclassified	7.3%	$2,172,868	10
Energy	6.7%	$1,997,832	63
Communication Services	4.2%	$1,257,661	47
Utilities	3.6%	$1,056,716	51
Healthcare	3.1%	$906,338	122
Consumer Defensive	1.9%	$554,028	62
Basic Materials	1.0%	$307,567	56
Real Estate	0.8%	$246,343	21

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
MRK	Merck & Co., Inc.	+31	921	$110,787
DXC	DXC Technology Co	+31	59	$741
WAT	Waters Corp /De/	+27	36	$10,720
RIOT	Riot Platforms, Inc.	+25	48	$593
WSBC	Wesbanco Inc	+24	22,736	$784,164
HRL	Hormel Foods Corp /De/	+24	42	$951
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
LKQ	Lkq Corp	+15	41	$1,204
CE	Celanese Corp	+15	17	$1,118
STZ	Constellation Brands, Inc.	+15	17	$2,550
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
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
CSGP	Costar Group, Inc.	−18	10	$403
CPNG	Coupang, Inc.	−18	35	$660
PATH	UiPath, Inc.	−18	23	$255
UEC	Uranium Energy Corp	−16	30	$405
CORT	Corcept Therapeutics Inc	−16	1	$40
MS	Morgan Stanley	−16	420	$69,119
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

207 positions · $2,476,278 total · Industrials 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 207 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HON	Honeywell International Inc Industrials	Held	2,175	0	$491,615	+15.9%	19.85%
FDX	Fedex Corp Industrials	Held	718	0	$255,737	+23.3%	10.33%
UPS	United Parcel Service Inc Industrials	Added	1,901	+4	$187,020	−0.6%	7.55%
ROK	Rockwell Automation, Inc Industrials	Held	474	0	$170,109	−7.8%	6.87%
TT	Trane Technologies plc Industrials	Held	324	0	$135,023	+7.1%	5.45%
CSX	Csx Corp Industrials	Held	2,976	0	$122,164	+13.2%	4.93%
EMR	Emerson Electric Co Industrials	Held	868	0	$113,725	−1.3%	4.59%
GD	General Dynamics Corp Industrials	Held	318	0	$109,143	+1.9%	4.41%
CMI	Cummins Inc Industrials	Held	131	0	$70,480	+5.4%	2.85%
GE	General Electric Co Industrials	Held	159	0	$45,119	−7.9%	1.82%
GEV	GE Vernova Inc. Industrials	Held	45	0	$39,280	+33.6%	1.59%
ETN	Eaton Corp plc Industrials	Held	94	0	$33,620	+12.3%	1.36%
DE	Deere & Co Industrials	Held	59	0	$33,234	+21.0%	1.34%
BWXT	BWX Technologies, Inc. Industrials	Held	161	0	$32,922	+18.3%	1.33%
CAT	Caterpillar Inc Industrials	Held	41	0	$29,046	+23.7%	1.17%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	428	-1	$24,100	+6.3%	0.97%
BA	Boeing Co Industrials	Held	117	0	$23,286	−8.3%	0.94%
SNA	Snap-on Inc Industrials	Held	62	0	$22,519	+5.4%	0.91%
HWM	Howmet Aerospace Inc. Industrials	Held	96	0	$22,124	+12.4%	0.89%
RTX	RTX Corp Industrials	Reduced	114	-2	$21,990	+3.4%	0.89%
LMT	Lockheed Martin Corp Industrials	Held	25	0	$15,109	+25.0%	0.61%
DAL	Delta Air Lines, Inc. Industrials	Held	213	0	$14,160	−4.2%	0.57%
FIX	Comfort Systems USA Inc Industrials	Held	10	0	$13,789	+47.8%	0.56%
PH	Parker-Hannifin Corp Industrials	Held	15	0	$13,428	+1.9%	0.54%
AME	Ametek Inc/ Industrials	Held	54	0	$11,575	+4.4%	0.47%
NOC	Northrop Grumman Corp /De/ Industrials	Held	16	0	$10,915	+19.6%	0.44%
UNP	Union Pacific Corp Industrials	Held	43	0	$10,432	+4.9%	0.42%
PWR	Quanta Services, Inc. Industrials	Held	19	0	$10,431	+30.1%	0.42%
URI	United Rentals, Inc. Industrials	Held	14	0	$10,199	−10.0%	0.41%
EME	EMCOR Group, Inc. Industrials	Held	13	0	$9,598	+20.7%	0.39%
MSA	MSA Safety Inc Industrials	Held	55	0	$9,017	+2.4%	0.36%
GWW	W.W. Grainger, Inc. Industrials	Held	8	0	$8,726	+8.1%	0.35%
TDG	TransDigm Group INC Industrials	Held	7	0	$8,112	−12.8%	0.33%
VRT	Vertiv Holdings Co Industrials	Reduced	32	-11	$8,018	+15.1%	0.32%
WM	Waste Management Inc Industrials	Held	34	0	$7,812	+4.6%	0.32%
JCI	Johnson Controls International plc Industrials	Added	59	+7	$7,726	+24.1%	0.31%
PCAR	Paccar Inc Industrials	Held	63	0	$7,276	+5.5%	0.29%
ITW	Illinois Tool Works Inc Industrials	Held	27	0	$7,027	+5.7%	0.28%
UAL	United Airlines Holdings, Inc. Industrials	Held	74	0	$6,813	−17.7%	0.28%
CW	Curtiss Wright Corp Industrials	Held	10	0	$6,811	+23.6%	0.28%
CTAS	Cintas Corp Industrials	Held	39	0	$6,596	−10.1%	0.27%
HUBB	Hubbell Inc Industrials	Held	13	0	$6,379	+10.5%	0.26%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	27	+2	$6,298	+13.2%	0.25%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Held	25	0	$6,247	+17.1%	0.25%
FAST	Fastenal Co Industrials	Held	133	0	$6,171	+15.6%	0.25%
MTZ	Mastec Inc Industrials	Held	19	0	$6,113	+48.0%	0.25%
MMM	3M Co Industrials	Added	42	+8	$6,099	+12.1%	0.25%
RSG	Republic Services, Inc. Industrials	Held	24	0	$5,256	+3.3%	0.21%
CRS	Carpenter Technology Corp Industrials	Held	13	0	$5,123	+25.2%	0.21%
WWD	Woodward, Inc. Industrials	Added	13	+1	$4,652	+28.3%	0.19%