PINNEY & SCOFIELD, INC.
CIK: 0002056763SEC EDGAR →
Portfolio Value
$176.2M
Holdings
212
As of
Q4 2025
New Positions
1
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 520,444 | $21.6M | 12.27% |
| 2 | DIMENSIONAL ETF TRUST | 433,250 | $21.6M | 12.27% |
| 3 | DIMENSIONAL ETF TRUST | 288,343 | $20.1M | 11.40% |
| 4 | DIMENSIONAL ETF TRUST | 319,499 | $14.9M | 8.45% |
| 5 | DIMENSIONAL ETF TRUST | 180,635 | $10.8M | 6.10% |
| 6 | DIMENSIONAL ETF TRUST | 245,914 | $9.3M | 5.30% |
| 7 | DIMENSIONAL ETF TRUST | 373,392 | $8.6M | 4.85% |
| 8 | ELI LILLY & CO | 7,379 | $7.9M | 4.50% |
| 9 | DIMENSIONAL ETF TRUST | 195,879 | $6.4M | 3.66% |
| 10 | APPLE INC | 22,697 | $6.2M | 3.50% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 100 | $148.4M | 84.3% |
| Technology | 20 | $11.1M | 6.3% |
| Healthcare | 17 | $8.7M | 4.9% |
| Communication Services | 7 | $1.9M | 1.1% |
| Unknown | 9 | $1.8M | 1.0% |
| Industrials | 20 | $1.1M | 0.6% |
| Consumer Cyclical | 8 | $1.1M | 0.6% |
| Consumer Defensive | 9 | $765K | 0.4% |
| Energy | 9 | $599K | 0.3% |
| Utilities | 5 | $466K | 0.3% |
| Real Estate | 3 | $133K | 0.1% |
| Basic Materials | 5 | $69K | 0.0% |