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PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD, INC.
Latest filing: 2026-06-30
PINNEY & SCOFIELD, INC. runs PINNEY & SCOFIELD, INC. and currently holds 232 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $204.55M. Their top holdings are DFIP, DFAS, DFIV, DFUV, DFAT. The top five represent 49.8% of reported portfolio weight. PINNEY & SCOFIELD, INC. ranks #817 out of 1000 investors tracked by Alpha Score. They added to 26 existing positions. They trimmed 21 positions. Their current best-performing preview position is INTC with returns of +216.40%.
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232 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFIP DIMENSIONAL ETF TRUST | 12.42% | $41.03 | $40.33 | -1.72% | Added +8.97% |
 DFAS DIMENSIONAL ETF TRUST | 11.71% | $65.16 | $83.03 | +27.42% | Trimmed -0.49% |
 DFIV DIMENSIONAL ETF TRUST | 11.21% | $35.81 | $58.30 | +62.79% | Trimmed -0.13% |
 DFUV DIMENSIONAL ETF TRUST | 8.38% | $40.92 | $57.42 | +40.32% | Trimmed -1.79% |
 DFAT DIMENSIONAL ETF TRUST | 6.07% | $55.66 | $71.70 | +28.82% | Trimmed -1.20% |
DF DFAR DIMENSIONAL ETF TRUST | 5.62% | $23.45 | $26.48 | +12.92% | Added +1.91% |
 DISV DIMENSIONAL ETF TRUST | 4.81% | $27.51 | $44.49 | +61.72% | Added +0.37% |
 LLY ELI LILLY & CO | 4.33% | $772.01 | $1,254.77 | +62.53% | Held |
 DFSV DIMENSIONAL ETF TRUST | 3.90% | $30.68 | $40.29 | +31.31% | Trimmed -1.10% |
 AAPL APPLE INC | 3.19% | $247.78 | $309.35 | +24.85% | Added +0.26% |
Showing 1-10 of 232