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PINNEY & SCOFIELD, INC. 13F Portfolio
PINNEY & SCOFIELD, INC.
Latest SEC 13F filing: 2026-06-30
PINNEY & SCOFIELD, INC. runs PINNEY & SCOFIELD, INC. and currently holds 232 stock positions, which is more than the average of 231 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 #823 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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Top 5 Holdings
DFIP12.4%
DFAS11.7%
DFIV11.2%
DFUV8.4%
DFAT6.1%
Top 5: 49.8%
Portfolio Returns
1 Year
+22.76%
#556/10003 Year
+28.87%
#831/10005 Year
+28.87%
#824/1000Portfolio Value
$204.55M
Alpha Score
25.7
#823 of 1000
Holdings
232
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PINNEY & SCOFIELD, INC. Current 13F Holdings
Reported holdings from PINNEY & SCOFIELD, INC.'s latest SEC 13F filing, ranked by portfolio weight.
232 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFIP DIMENSIONAL ETF TRUST | 12.42% | $41.03 | $39.21 | -4.45% | Added +8.97% |
 DFAS DIMENSIONAL ETF TRUST | 11.71% | $65.16 | $78.35 | +20.24% | Trimmed -0.49% |
 DFIV DIMENSIONAL ETF TRUST | 11.21% | $35.81 | $55.43 | +54.78% | Trimmed -0.13% |
 DFUV DIMENSIONAL ETF TRUST | 8.38% | $40.92 | $55.80 | +36.36% | Trimmed -1.79% |
 DFAT DIMENSIONAL ETF TRUST | 6.07% | $55.66 | $67.30 | +20.91% | Trimmed -1.20% |
DF DFAR DIMENSIONAL ETF TRUST | 5.62% | $23.45 | $24.47 | +4.35% | Added +1.91% |
 DISV DIMENSIONAL ETF TRUST | 4.81% | $27.51 | $42.66 | +55.07% | Added +0.37% |
 LLY ELI LILLY & CO | 4.33% | $772.01 | $1,178.52 | +52.66% | Held |
 DFSV DIMENSIONAL ETF TRUST | 3.90% | $30.68 | $37.93 | +23.61% | Trimmed -1.10% |
 AAPL APPLE INC | 3.19% | $247.78 | $336.68 | +35.88% | Added +0.26% |
Showing 1-10 of 232