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Pinney & Scofield

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

Top 5 stock holdings are DFIP, DFIV, DFAS, DFUV, DFAT, and represent 50.49% of Pinney & Scofield's stock portfolio.
Added to shares of these 10 stocks: DFIP, DFAR, DFLV, DFAS, BLV, DIHP, DISV, DFIS, DEHP, VUG.
Started 3 new stock positions in DFSI, VTV, DFSB.
Reduced shares in these 10 stocks: DFUV, DFAT, VPL, AMT, TSLA, FENI, EMB, ES, IEFA, UPS.
Sold out of its positions in CNC, CMCSA, DG, ES, FENI, LIT, HUM, SMCI.
Pinney & Scofield was a net buyer of stock by $8.6M.
Pinney & Scofield has $176M in assets under management (AUM), dropping by 9.42%.
Central Index Key (CIK): 0002056763

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Portfolio Holdings for Pinney & Scofield

Pinney & Scofield holds 212 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Inflation Prote (DFIP)	12.3	$22M	+17%	520k	41.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	12.3	$22M		433k	49.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	11.4	$20M	+4%	288k	69.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.4	$15M		320k	46.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.1	$11M		181k	59.54	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.3	$9.3M	+4%	246k	38.00	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.9	$8.6M	+11%	373k	22.90	View chart
Eli Lilly & Co. (LLY)	4.5	$7.9M		7.4k	1074.68	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.7	$6.4M	+3%	196k	32.89	View chart
Apple (AAPL)	3.5	$6.2M	+3%	23k	271.86	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.8	$4.9M	+22%	144k	34.21	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.5	$4.4M	+8%	132k	32.94	View chart
NVIDIA Corporation (NVDA)	2.0	$3.5M		19k	186.50	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.8	$3.2M	+14%	102k	31.66	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.8	$3.2M	+15%	46k	69.52	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.1	$1.9M	-4%	21k	90.40	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$1.7M		52k	33.08	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.9	$1.5M		45k	33.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.3M	+15%	30k	42.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$1.2M	-2%	13k	89.46	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.2M		11k	106.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.1M	+28%	2.2k	487.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$1.0M		11k	96.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$844k		13k	66.00	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.5	$798k	+52%	25k	32.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$777k		1.1k	684.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$762k		2.4k	313.00	View chart
Amazon (AMZN)	0.3	$522k		2.3k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$504k	+9%	1.0k	502.65	View chart
Microsoft Corporation (MSFT)	0.3	$489k	-2%	1.0k	483.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$457k	+33%	1.5k	313.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$437k		8.1k	53.76	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$423k		6.3k	67.22	View chart
Exxon Mobil Corporation (XOM)	0.2	$417k		3.5k	120.34	View chart
JPMorgan Chase & Co. (JPM)	0.2	$389k	+14%	1.2k	322.22	View chart
Tesla Motors (TSLA)	0.2	$367k	-10%	815.00	449.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$349k		2.9k	120.18	View chart
Costco Wholesale Corporation (COST)	0.2	$314k		364.00	862.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$307k	-10%	3.2k	96.28	View chart
Vanguard Index Funds Real Estate Etf (VNQ)	0.2	$289k		3.3k	88.48	View chart
Procter & Gamble Company (PG)	0.2	$286k		2.0k	143.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$276k	+3%	8.5k	32.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$274k		10k	26.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$269k		3.5k	77.53	View chart
Ge Aerospace Com New (GE)	0.2	$269k		873.00	307.93	View chart
Meta Platforms Cl A (META)	0.2	$267k	-2%	405.00	660.09	View chart
International Business Machines (IBM)	0.1	$245k		826.00	296.29	View chart
Nextera Energy (NEE)	0.1	$225k		2.8k	80.28	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$221k		1.7k	129.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$213k	NEW	1.1k	190.99	View chart
Visa Com Cl A (V)	0.1	$207k		589.00	350.71	View chart
At&t (T)	0.1	$190k		7.7k	24.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$186k	+37%	2.4k	78.79	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$185k	+3%	3.9k	47.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$172k		4.5k	38.11	View chart
Union Pacific Corporation (UNP)	0.1	$166k		718.00	231.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$158k		2.1k	74.07	View chart
Cisco Systems (CSCO)	0.1	$158k	+29%	2.0k	77.03	View chart
UMB Financial Corporation (UMBF)	0.1	$155k		1.3k	115.06	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$147k		3.2k	45.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$147k		810.00	181.21	View chart
Ge Vernova (GEV)	0.1	$141k		215.00	653.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$134k		360.00	373.44	View chart
Pfizer (PFE)	0.1	$133k		5.3k	24.90	View chart
Walt Disney Company (DIS)	0.1	$132k		1.2k	113.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$132k	+18%	1.7k	79.73	View chart
Stryker Corporation (SYK)	0.1	$127k		360.00	351.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$123k		3.8k	32.62	View chart
CVS Caremark Corporation (CVS)	0.1	$120k	-9%	1.5k	79.36	View chart
UnitedHealth (UNH)	0.1	$117k		355.00	330.11	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$116k	+159%	2.1k	55.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$116k		185.00	626.95	View chart
Automatic Data Processing (ADP)	0.1	$116k		450.00	257.23	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$110k	+134%	1.4k	75.87	View chart
Abbvie (ABBV)	0.1	$109k	-2%	478.00	228.49	View chart
CSX Corporation (CSX)	0.1	$106k		2.9k	36.25	View chart
BP Sponsored Adr (BP)	0.1	$105k		3.0k	34.73	View chart
Cognex Corporation (CGNX)	0.1	$100k		2.8k	35.98	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$97k		878.00	109.91	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$90k	+111%	2.2k	41.48	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$87k		1.0k	83.61	View chart
Boeing Company (BA)	0.0	$86k	-2%	398.00	217.12	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$86k		1.5k	56.81	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$81k		134.00	603.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$80k		117.00	681.92	View chart
Constellation Energy (CEG)	0.0	$78k		220.00	353.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$76k	+10%	3.2k	24.04	View chart
McDonald's Corporation (MCD)	0.0	$73k	-2%	239.00	305.63	View chart
ICF International (ICFI)	0.0	$73k		852.00	85.30	View chart
Yum! Brands (YUM)	0.0	$71k		467.00	151.28	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$70k	+63%	951.00	73.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$70k		509.00	136.94	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$69k	+257%	1.6k	43.42	View chart
Advanced Micro Devices (AMD)	0.0	$68k	-3%	317.00	214.16	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$67k	NEW	1.3k	51.79	View chart
Analog Devices (ADI)	0.0	$65k	-2%	241.00	271.20	View chart
Empire St Rlty Tr Empire (ESRT)	0.0	$65k		10k	6.52	View chart
Truist Financial Corp equities (TFC)	0.0	$65k		1.3k	49.21	View chart
Texas Instruments Incorporated (TXN)	0.0	$64k		370.00	173.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$63k		187.00	334.89	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$62k		747.00	83.00	View chart
Trane Technologies SHS (TT)	0.0	$58k		150.00	389.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$55k		1.9k	28.48	View chart
Kroger (KR)	0.0	$55k		874.00	62.48	View chart
Deere & Company (DE)	0.0	$54k		115.00	465.57	View chart
Celestica (CLS)	0.0	$53k		180.00	295.61	View chart
Verizon Communications (VZ)	0.0	$53k		1.3k	40.73	View chart
Philip Morris International (PM)	0.0	$53k		330.00	160.40	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$51k		250.00	204.85	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$51k		1.8k	28.82	View chart
Dell Technologies CL C (DELL)	0.0	$48k		381.00	125.88	View chart
Dimensional Etf Trust International (DFSI)	0.0	$48k	NEW	1.1k	42.84	View chart
American Tower Reit (AMT)	0.0	$47k	-52%	265.00	175.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$46k		150.00	303.89	View chart
Kraft Heinz (KHC)	0.0	$45k		1.9k	24.25	View chart
Ptc (PTC)	0.0	$45k		256.00	174.21	View chart
eBay (EBAY)	0.0	$43k		493.00	87.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$41k		192.00	211.79	View chart
United Parcel Service CL B (UPS)	0.0	$39k	-36%	392.00	99.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$39k		1.4k	27.22	View chart
Berkshire Hills Ban (BBT)	0.0	$38k		1.4k	26.36	View chart
Altria (MO)	0.0	$36k		631.00	57.65	View chart
Metropcs Communications (TMUS)	0.0	$36k		175.00	203.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$35k		470.00	73.56	View chart
Amgen (AMGN)	0.0	$33k		100.00	327.31	View chart
Corteva (CTVA)	0.0	$32k		472.00	67.03	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$31k		200.00	154.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$31k		490.00	62.47	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$30k		280.00	105.69	View chart
Manulife Finl Corp (MFC)	0.0	$29k	-7%	810.00	36.28	View chart
Chesapeake Energy Corp (EXE)	0.0	$29k		260.00	110.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$29k		102.00	278.93	View chart
Raytheon Technologies Corp (RTX)	0.0	$27k	-33%	149.00	183.81	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$27k		319.00	85.18	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$27k		35.00	771.86	View chart
Life & Banc Split Corp Preferred Shares	0.0	$27k		2.5k	10.70	View chart
Western Digital (WDC)	0.0	$26k		150.00	172.27	View chart
Tidal Tr Ii Yieldmax Nvda (NVDY)	0.0	$25k	+760%	1.7k	14.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$25k	+2%	555.00	45.23	View chart
Merck & Co (MRK)	0.0	$25k	-6%	235.00	105.26	View chart
Intel Corporation (INTC)	0.0	$25k		666.00	36.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$24k		150.00	162.63	View chart
Bristol Myers Squibb (BMY)	0.0	$24k		450.00	53.94	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$24k		767.00	31.50	View chart
Danaos Corporation SHS (DAC)	0.0	$24k		255.00	94.18	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$24k		288.00	81.97	View chart
Equinix (EQIX)	0.0	$23k		30.00	766.17	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$22k	+24%	417.00	53.83	View chart
Sempra Energy (SRE)	0.0	$20k		226.00	88.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$20k	-27%	94.00	212.07	View chart
Las Vegas Sands (LVS)	0.0	$20k		300.00	65.09	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$19k		415.00	46.80	View chart
Dupont De Nemours (DD)	0.0	$19k		472.00	40.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$19k		135.00	139.16	View chart
Paypal Holdings (PYPL)	0.0	$18k		310.00	58.33	View chart
Wells Fargo & Company (WFC)	0.0	$17k		181.00	93.20	View chart
Valero Energy Corporation (VLO)	0.0	$16k		100.00	162.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$16k		41.00	396.32	View chart
Akamai Technologies (AKAM)	0.0	$15k	+25%	170.00	87.39	View chart
Honeywell International (HON)	0.0	$15k		75.00	195.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$14k		100.00	143.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$14k		515.00	26.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$13k	+3%	301.00	44.58	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$13k		150.00	88.01	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$13k		444.00	29.61	View chart
Emerson Electric (EMR)	0.0	$13k		95.00	132.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$12k		52.00	221.10	View chart
Ingersoll Rand (IR)	0.0	$11k		132.00	79.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$10k		389.00	26.20	View chart
Dow (DOW)	0.0	$10k	-9%	427.00	23.38	View chart
Kenvue (KVUE)	0.0	$9.8k		570.00	17.25	View chart
Linde SHS (LIN)	0.0	$9.8k		23.00	426.39	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$9.6k		360.00	26.57	View chart
Shell Spon Ads (SHEL)	0.0	$9.6k		130.00	73.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$9.4k		38.00	246.16	View chart
Veralto Corp Com Shs (VLTO)	0.0	$8.6k		86.00	99.78	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$7.0k		86.00	81.01	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.0	$6.9k		120.00	57.69	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$6.9k		350.00	19.71	View chart
Entergy Corporation (ETR)	0.0	$6.1k		66.00	92.42	View chart
Progressive Corporation (PGR)	0.0	$5.9k		26.00	227.73	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$5.5k		714.00	7.71	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$5.3k		5.00	1069.80	View chart
Eaton Corp SHS (ETN)	0.0	$5.1k	-30%	16.00	318.50	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$4.7k		78.00	59.67	View chart
Quantum Si Com Cl A (QSI)	0.0	$4.0k		3.7k	1.10	View chart
Microstrategy Cl A New (MSTR)	0.0	$3.8k		25.00	151.96	View chart
Carrier Global Corporation (CARR)	0.0	$2.9k		54.00	53.28	View chart
Home Depot (HD)	0.0	$2.8k	-38%	8.00	344.12	View chart
Northern Trust Corporation (NTRS)	0.0	$2.7k		20.00	136.60	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$2.4k		92.00	26.57	View chart
Otis Worldwide Corp (OTIS)	0.0	$2.4k		27.00	88.37	View chart
Chemours (CC)	0.0	$2.4k		200.00	11.79	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$2.2k	+2%	44.00	50.50	View chart
Wabtec Corporation (WAB)	0.0	$1.9k		9.00	213.44	View chart
Aurora Cannabis (ACB)	0.0	$1.7k		400.00	4.22	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.4k	-42%	4.00	350.00	View chart
Diageo Spon Adr New (DEO)	0.0	$1.4k		16.00	86.25	View chart
EQT Corporation (EQT)	0.0	$1.3k		25.00	53.60	View chart
Occidental Petroleum Corporation (OXY)	0.0	$1.3k		31.00	41.13	View chart
Dentsply Sirona (XRAY)	0.0	$1.1k		100.00	11.43	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$1.0k		34.00	29.79	View chart
Harsco Corporation (NVRI)	0.0	$1.0k		56.00	17.93	View chart
Viatris (VTRS)	0.0	$920.996600		74.00	12.45	View chart
Beyond Meat (BYND)	0.0	$656.000000		800.00	0.82	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$533.000000		10.00	53.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$506.000000		2.00	253.00	View chart
Canopy Growth Corp Com New (CGC)	0.0	$456.000000		400.00	1.14	View chart
Now (DNOW)	0.0	$411.001100		31.00	13.26	View chart
Allogene Therapeutics (ALLO)	0.0	$263.001600		192.00	1.37	View chart
Organon & Co Common Stock (OGN)	0.0	$143.000000	-64%	20.00	7.15	View chart
Occidental Pete Corp W Exp 08/03/202 (OXY.WS)	0.0	$57.999900		3.00	19.33	View chart

Past Filings by Pinney & Scofield

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

Pinney & Scofield 2025 Q4 filed Feb. 13, 2026
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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