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Pinney & Scofield

Latest statistics and disclosures from Pinney & Scofield's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFIV, DFAS, DFIP, DFUV, DFAT, and represent 51.38% of Pinney & Scofield's stock portfolio.
Added to shares of these 10 stocks: DFIP, DFAR, DFSV, BLV, DFAS, DFLV, DFIV, DIHP, DFCF, DISV.
Started 1 new stock position in DUSB.
Reduced shares in these 10 stocks: MUB, AAPL, EMXC, DFUV, KR, SUB, , CGNX, DFAT, CVS.
Sold out of its positions in Brookline Ban, MUB, EMXC, LAC.
Pinney & Scofield was a net buyer of stock by $4.0M.
Pinney & Scofield has $161M in assets under management (AUM), dropping by 9.02%.
Central Index Key (CIK): 0002056763

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Portfolio Holdings for Pinney & Scofield

Pinney & Scofield holds 217 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	12.3	$20M		431k	46.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	11.8	$19M		277k	68.46	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	11.6	$19M	+10%	443k	42.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.0	$15M		325k	44.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.7	$11M		184k	58.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.2	$8.4M		236k	35.69	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.9	$8.0M	+18%	333k	23.85	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.7	$6.0M	+18%	189k	31.84	View chart
Eli Lilly & Co. (LLY)	3.5	$5.6M		7.4k	763.00	View chart
Apple (AAPL)	3.5	$5.6M	-8%	22k	254.63	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.4	$3.9M	+7%	118k	32.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.4	$3.8M		122k	31.63	View chart
NVIDIA Corporation (NVDA)	2.2	$3.5M		19k	186.58	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.7	$2.8M	+37%	40k	70.85	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.7	$2.7M	+8%	89k	30.39	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.2	$1.9M		22k	87.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$1.7M	+3%	52k	32.07	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$1.4M		45k	31.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.2M	-4%	11k	106.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$1.2M		13k	87.31	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.1M	+22%	26k	42.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$1.0M		11k	96.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$834k		1.7k	479.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$834k		13k	65.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$759k		1.1k	669.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$592k		2.4k	243.10	View chart
Microsoft Corporation (MSFT)	0.3	$540k		1.0k	517.92	View chart
Amazon (AMZN)	0.3	$501k		2.3k	219.57	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$496k	+5%	16k	30.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$462k		918.00	502.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$441k		8.1k	54.18	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$414k		6.3k	65.92	View chart
Tesla Motors (TSLA)	0.3	$407k		915.00	444.72	View chart
Exxon Mobil Corporation (XOM)	0.2	$391k		3.5k	112.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$345k		2.9k	118.83	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$339k		3.6k	95.19	View chart
Costco Wholesale Corporation (COST)	0.2	$337k		364.00	925.63	View chart
JPMorgan Chase & Co. (JPM)	0.2	$334k		1.1k	315.43	View chart
Procter & Gamble Company (PG)	0.2	$307k		2.0k	153.65	View chart
Meta Platforms Cl A (META)	0.2	$305k		415.00	734.38	View chart
Vanguard Index Funds Real Estate Etf (VNQ)	0.2	$298k		3.3k	91.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$269k		10k	26.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$266k		3.5k	76.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$266k		1.1k	243.55	View chart
Ge Aerospace Com New (GE)	0.2	$262k		872.00	300.85	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$259k		8.2k	31.53	View chart
International Business Machines (IBM)	0.1	$233k		826.00	282.07	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$221k		1.7k	130.25	View chart
At&t (T)	0.1	$217k		7.7k	28.24	View chart
Nextera Energy (NEE)	0.1	$211k		2.8k	75.49	View chart
Visa Com Cl A (V)	0.1	$204k		597.00	341.38	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$179k	+30%	3.7k	48.19	View chart
Union Pacific Corporation (UNP)	0.1	$171k		724.00	236.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$163k		4.5k	36.35	View chart
UMB Financial Corporation (UMBF)	0.1	$159k		1.3k	118.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$157k	+11%	2.1k	74.39	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$147k		3.2k	45.51	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$143k		810.00	176.81	View chart
Pfizer (PFE)	0.1	$136k		5.3k	25.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$135k		1.7k	78.91	View chart
Stryker Corporation (SYK)	0.1	$133k		360.00	369.67	View chart
Walt Disney Company (DIS)	0.1	$133k		1.2k	114.50	View chart
Ge Vernova (GEV)	0.1	$132k		215.00	614.90	View chart
Automatic Data Processing (ADP)	0.1	$132k		450.00	293.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$132k		360.00	365.48	View chart
Cognex Corporation (CGNX)	0.1	$126k	-19%	2.8k	45.30	View chart
UnitedHealth (UNH)	0.1	$125k		362.00	345.30	View chart
CVS Caremark Corporation (CVS)	0.1	$125k	-16%	1.7k	75.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$120k		3.8k	31.91	View chart
Abbvie (ABBV)	0.1	$113k		488.00	231.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$113k		184.00	612.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$111k	+59%	1.4k	79.93	View chart
Cisco Systems (CSCO)	0.1	$108k		1.6k	68.42	View chart
American Tower Reit (AMT)	0.1	$107k		557.00	192.32	View chart
CSX Corporation (CSX)	0.1	$104k		2.9k	35.51	View chart
BP Sponsored Adr (BP)	0.1	$104k		3.0k	34.46	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$98k		878.00	111.22	View chart
Boeing Company (BA)	0.1	$88k		409.00	215.83	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$84k		1.5k	55.33	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$83k		1.0k	79.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$80k		134.00	596.03	View chart
ICF International (ICFI)	0.0	$79k		852.00	92.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$78k		117.00	666.18	View chart
Empire St Rlty Tr Empire (ESRT)	0.0	$77k		10k	7.66	View chart
McDonald's Corporation (MCD)	0.0	$75k	-2%	245.00	303.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$73k		509.00	142.41	View chart
Constellation Energy (CEG)	0.0	$72k		220.00	329.07	View chart
Yum! Brands (YUM)	0.0	$71k		467.00	152.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$68k		370.00	183.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$67k	+8%	2.9k	23.28	View chart
Trane Technologies SHS (TT)	0.0	$63k		150.00	421.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$62k	+142%	189.00	327.80	View chart
Analog Devices (ADI)	0.0	$61k	-2%	248.00	245.70	View chart
Truist Financial Corp equities (TFC)	0.0	$60k		1.3k	45.72	View chart
Kroger (KR)	0.0	$59k	-50%	874.00	67.41	View chart
Verizon Communications (VZ)	0.0	$57k		1.3k	43.95	View chart
Dell Technologies CL C (DELL)	0.0	$54k		381.00	141.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$54k		1.9k	27.90	View chart
Philip Morris International (PM)	0.0	$54k		330.00	162.20	View chart
Advanced Micro Devices (AMD)	0.0	$53k	+73%	330.00	161.79	View chart
Deere & Company (DE)	0.0	$53k		115.00	457.26	View chart
Ptc (PTC)	0.0	$52k		256.00	203.02	View chart
United Parcel Service CL B (UPS)	0.0	$51k	+47%	615.00	83.53	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$51k		761.00	67.07	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$50k		250.00	199.47	View chart
Kraft Heinz (KHC)	0.0	$48k		1.9k	26.04	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$48k		616.00	77.62	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$46k		804.00	56.85	View chart
eBay (EBAY)	0.0	$45k		493.00	90.95	View chart
Celestica (CLS)	0.0	$44k	+20%	180.00	246.38	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$42k		1.0k	41.09	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$42k	+30%	583.00	71.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$42k	+50%	150.00	279.29	View chart
Metropcs Communications (TMUS)	0.0	$42k		175.00	239.38	View chart
Altria (MO)	0.0	$42k		631.00	66.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$40k		192.00	208.71	View chart
Raytheon Technologies Corp (RTX)	0.0	$38k		225.00	167.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$37k		1.4k	26.30	View chart
Dupont De Nemours (DD)	0.0	$37k		472.00	77.90	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$36k		1.0k	35.29	View chart
Eversource Energy (ES)	0.0	$35k	-15%	490.00	71.14	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$34k	-4%	1.8k	19.53	View chart
Berkshire Hills Ban (BBT)	0.0	$34k	+682%	1.4k	23.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$34k	+123%	470.00	71.37	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$32k		280.00	115.01	View chart
Corteva (CTVA)	0.0	$32k		472.00	67.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$30k		102.00	292.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$29k		490.00	59.92	View chart
Marathon Petroleum Corp (MPC)	0.0	$29k		150.00	192.74	View chart
Amgen (AMGN)	0.0	$28k		100.00	282.20	View chart
Life & Banc Split Corp Preferred Shares	0.0	$28k		2.5k	11.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$28k		200.00	139.17	View chart
Chesapeake Energy Corp (EXE)	0.0	$28k		260.00	106.24	View chart
Manulife Finl Corp (MFC)	0.0	$27k		873.00	31.15	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$27k		318.00	85.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$27k	-3%	129.00	206.51	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$24k		764.00	31.14	View chart
Equinix (EQIX)	0.0	$24k		30.00	783.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$23k		541.00	42.94	View chart
Danaos Corporation SHS (DAC)	0.0	$23k		255.00	89.81	View chart
Intel Corporation (INTC)	0.0	$22k	-33%	666.00	33.55	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$22k		288.00	75.03	View chart
Merck & Co (MRK)	0.0	$21k		252.00	83.93	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$21k		335.00	62.47	View chart
Paypal Holdings (PYPL)	0.0	$21k		309.00	67.06	View chart
Sempra Energy (SRE)	0.0	$20k		226.00	89.98	View chart
Bristol Myers Squibb (BMY)	0.0	$20k		450.00	45.10	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$20k		35.00	562.26	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$19k		415.00	45.76	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$19k	+4%	445.00	42.50	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$19k		135.00	140.05	View chart
Western Digital (WDC)	0.0	$18k	+50%	150.00	120.06	View chart
Comcast Corp Cl A (CMCSA)	0.0	$17k		550.00	31.42	View chart
Valero Energy Corporation (VLO)	0.0	$17k		100.00	170.26	View chart
Las Vegas Sands (LVS)	0.0	$16k		300.00	53.79	View chart
Honeywell International (HON)	0.0	$16k		75.00	210.51	View chart
Wells Fargo & Company (WFC)	0.0	$15k		181.00	83.82	View chart
Centene Corporation (CNC)	0.0	$15k		410.00	35.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$15k		41.00	355.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$14k		100.00	140.95	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$14k		150.00	93.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$14k		506.00	26.96	View chart
Dollar General (DG)	0.0	$13k		126.00	103.35	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$13k		292.00	44.56	View chart
Humana (HUM)	0.0	$13k		50.00	260.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$13k		442.00	29.08	View chart
Emerson Electric (EMR)	0.0	$13k		95.00	131.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$11k		52.00	215.37	View chart
Linde SHS (LIN)	0.0	$11k		23.00	475.00	View chart
Ingersoll Rand (IR)	0.0	$11k		132.00	82.62	View chart
Dow (DOW)	0.0	$11k		472.00	22.93	View chart
Akamai Technologies (AKAM)	0.0	$10k	+60%	136.00	76.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$10k		387.00	25.73	View chart
Shell Spon Ads (SHEL)	0.0	$9.3k		130.00	71.53	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$9.3k		360.00	25.74	View chart
Kenvue (KVUE)	0.0	$9.3k		570.00	16.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$9.2k		38.00	241.95	View chart
Veralto Corp Com Shs (VLTO)	0.0	$9.2k		86.00	106.60	View chart
Eaton Corp SHS (ETN)	0.0	$8.6k		23.00	374.26	View chart
Microstrategy Cl A New (MSTR)	0.0	$8.1k		25.00	322.20	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.0	$8.0k		120.00	66.56	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$6.8k		86.00	79.51	View chart
Progressive Corporation (PGR)	0.0	$6.4k		26.00	246.96	View chart
Entergy Corporation (ETR)	0.0	$6.2k		66.00	93.20	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$5.7k		714.00	7.99	View chart
Home Depot (HD)	0.0	$5.3k		13.00	405.15	View chart
Quantum Si Com Cl A (QSI)	0.0	$5.2k		3.7k	1.41	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$5.1k		350.00	14.68	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$4.8k		5.00	968.00	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$4.8k	-54%	85.00	56.85	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$4.8k		78.00	61.62	View chart
Tidal Tr Ii Yieldmax Nvda (NVDY)	0.0	$3.4k		200.00	16.80	View chart
Carrier Global Corporation (CARR)	0.0	$3.3k		54.00	60.19	View chart
Chemours (CC)	0.0	$3.2k		200.00	15.84	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$2.8k		92.00	30.03	View chart
Northern Trust Corporation (NTRS)	0.0	$2.7k		20.00	134.60	View chart
Otis Worldwide Corp (OTIS)	0.0	$2.5k		27.00	92.52	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.5k	-30%	7.00	352.71	View chart
Super Micro Computer Com New (SMCI)	0.0	$2.4k		50.00	47.94	View chart
Aurora Cannabis (ACB)	0.0	$2.4k		400.00	5.96	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$2.2k	NEW	43.00	51.16	View chart
Wabtec Corporation (WAB)	0.0	$1.8k		9.00	200.44	View chart
Diageo Spon Adr New (DEO)	0.0	$1.5k		16.00	95.44	View chart
Beyond Meat (BYND)	0.0	$1.5k		800.00	1.89	View chart
Occidental Petroleum Corporation (OXY)	0.0	$1.5k		31.00	47.26	View chart
EQT Corporation (EQT)	0.0	$1.4k		25.00	54.44	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$1.3k		34.00	37.38	View chart
Dentsply Sirona (XRAY)	0.0	$1.3k		100.00	12.69	View chart
Viatris (VTRS)	0.0	$732.999600		74.00	9.91	View chart
Harsco Corporation (NVRI)	0.0	$710.998400		56.00	12.70	View chart
Organon & Co Common Stock (OGN)	0.0	$598.001600		56.00	10.68	View chart
Canopy Growth Corp Com New (CGC)	0.0	$584.000000		400.00	1.46	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$529.000000		10.00	52.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$494.000000		2.00	247.00	View chart
Now (DNOW)	0.0	$473.001100		31.00	15.26	View chart
Allogene Therapeutics (ALLO)	0.0	$238.003200		192.00	1.24	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$77.000100		3.00	25.67	View chart

Past Filings by Pinney & Scofield

SEC 13F filings are viewable for Pinney & Scofield going back to 2024

Pinney & Scofield 2025 Q3 filed Nov. 13, 2025
Pinney & Scofield 2025 Q2 filed Aug. 8, 2025
Pinney & Scofield 2025 Q1 filed May 9, 2025
Pinney & Scofield 2024 Q4 filed Feb. 19, 2025

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