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PINNEY & SCOFIELD, INC. 13F portfolio summary

PINNEY & SCOFIELD, INC. of PINNEY & SCOFIELD, INC. has 241 current stock holdings with a reported portfolio value of $185.4M. The portfolio 1 year return is +17.89%. Top holdings include UPS (0.00%), BLV (0.00%), SPY (0.00%), BSV (0.00%), DFIP (12.95%).

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PINNEY & SCOFIELD, INC.

PINNEY & SCOFIELD, INC.
Latest filing: 2026-03-31

PINNEY & SCOFIELD, INC. runs PINNEY & SCOFIELD, INC. and currently holds 241 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $185.44M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PINNEY & SCOFIELD, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PINNEY & SCOFIELD, INC.'s portfolio at PINNEY & SCOFIELD, INC. has delivered returns of +17.89%. Their 3-year annualized return is +17.85%. Looking at the 5-year horizon, PINNEY & SCOFIELD, INC. has achieved +17.85% annualized returns at PINNEY & SCOFIELD, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.89%
#0/1000
3 Year
+17.85%
#0/1000
5 Year
+17.85%
#0/1000

Portfolio Value

$185.44M

Alpha Score

16.2

#0 of 1000

Holdings

241

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change