Pinney & Scofield

Pinney & Scofield as of Dec. 31, 2025

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