PINNEY & SCOFIELD, INC.
CIK: 0002056763Latest portfolio: $176.2M · Q4 2025
Holdings
212
Total Value
$176.2M
New Positions
3
Closed Positions
8
Top Holdings
View All 212 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFIPDIMENSIONAL ETF TRUST | 520,444 | $21.6M | 12.27% | +78K | |
| 2 | DFIVDIMENSIONAL ETF TRUST | 433,250 | $21.6M | 12.27% | +3K | |
| 3 | DFASDIMENSIONAL ETF TRUST | 288,343 | $20.1M | 11.40% | +12K | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 319,499 | $14.9M | 8.45% | -5,922 | |
| 5 | DFATDIMENSIONAL ETF TRUST | 180,635 | $10.8M | 6.10% | -3,400 | |
| 6 | DISVDIMENSIONAL ETF TRUST | 245,914 | $9.3M | 5.30% | +10K | |
| 7 | DFARDIMENSIONAL ETF TRUST | 373,392 | $8.6M | 4.85% | +40K | |
| 8 | LLYELI LILLY & CO | 7,379 | $7.9M | 4.50% | -8 | |
| 9 | DFSVDIMENSIONAL ETF TRUST | 195,879 | $6.4M | 3.66% | +7K | |
| 10 | AAPLAPPLE INC | 22,697 | $6.2M | 3.50% | +671 | |
| 11 | DFLVDIMENSIONAL ETF TRUST | 144,359 | $4.9M | 2.80% | +27K | |
| 12 | DFISDIMENSIONAL ETF TRUST | 132,293 | $4.4M | 2.47% | +11K | |
| 13 | NVDANVIDIA CORPORATION | 18,563 | $3.5M | 1.96% | -99 | |
| 14 | DIHPDIMENSIONAL ETF TRUST | 102,291 | $3.2M | 1.84% | +13K | |
| 15 | BLVVANGUARD BD INDEX FDS | 45,920 | $3.2M | 1.81% | +6K | |
| 16 | VPLVANGUARD INTL EQUITY INDEX F | 20,670 | $1.9M | 1.06% | -904 | |
| 17 | DFEMDIMENSIONAL ETF TRUST | 51,655 | $1.7M | 0.97% | -35 | |
| 18 | DFEVDIMENSIONAL ETF TRUST | 44,739 | $1.5M | 0.86% | -36 | |
| 19 | DFCFDIMENSIONAL ETF TRUST | 30,358 | $1.3M | 0.73% | +4K | |
| 20 | SUBISHARES TR | 10,985 | $1.2M | 0.67% | — | |
| 21 | AQLTISHARES TR | 13,103 | $1.2M | 0.67% | -275 | |
| 22 | VUGVANGUARD INDEX FDS | 2,236 | $1.1M | 0.62% | +496 | |
| 23 | IWRISHARES TR | 10,600 | $1.0M | 0.58% | — | |
| 24 | IJHISHARES TR | 12,780 | $843K | 0.48% | — | |
| 25 | DEHPDIMENSIONAL ETF TRUST | 24,736 | $797K | 0.45% | +8K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.1627216192008816e+249T)
Technology0.0% ($6.170346248824416e+34T)
Industrials0.0% ($2.6816611510686723e+28T)
Healthcare0.0% ($7.930132126119117e+25T)
Communication Services0.0% ($7614572671.9T)
Unknown0.0% ($1172503524.2T)
Consumer Defensive0.0% ($31328654.4T)
Energy0.0% ($4161042.8T)
Consumer Cyclical0.0% ($521366.7T)
Utilities0.0% ($22.4T)
Basic Materials0.0% ($3.1B)
Real Estate0.0% ($654.6M)
Filing History
Fund Information
PINNEY & SCOFIELD, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $176.2M across 212 holdings. The largest position is DIMENSIONAL ETF TRUST (DFIP), representing 12.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.