Pinney & Scofield, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$185.4M
Q ending 2026-03-31
Prior quarter
$176.2M
Q ending 2025-12-31
Change
+5.2% QoQ · +34.3% YoY
Positions
243
reported holdings
Largest positions
Top 100 of 243 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFIP | Shares | $23.6M | 565K |
| Dimensional Etf Trust | DFIV | Shares | $22.4M | 425K |
| Dimensional Etf Trust | DFAS | Shares | $20.8M | 292K |
| Dimensional Etf Trust | DFUV | Shares | $15.4M | 317K |
| Dimensional Etf Trust | DFAT | Shares | $11.2M | 180K |
| Dimensional Etf Trust | DFAR | Shares | $10.2M | 431K |
| Dimensional Etf Trust | DISV | Shares | $9.6M | 244K |
| Dimensional Etf Trust | DFSV | Shares | $7.3M | 208K |
| Eli Lilly & Co | LLY | Shares | $6.8M | 7K |
| Apple Inc | AAPL | Shares | $5.7M | 22K |
| Dimensional Etf Trust | DFLV | Shares | $5.3M | 149K |
| Dimensional Etf Trust | DFIS | Shares | $4.5M | 133K |
| Dimensional Etf Trust | DIHP | Shares | $3.6M | 112K |
| Nvidia Corporation | NVDA | Shares | $3.2M | 19K |
| Vanguard Bd Index Fds | BLV | Shares | $3.2M | 46K |
| Vanguard Intl Equity Index F | VPL | Shares | $2.1M | 22K |
| Dimensional Etf Trust | DFEM | Shares | $1.8M | 52K |
| Dimensional Etf Trust | DFEV | Shares | $1.7M | 47K |
| Dimensional Etf Trust | DFCF | Shares | $1.6M | 37K |
| Vanguard Index Fds | VUG | Shares | $1.5M | 3K |
| Ishares Tr | IEFA | Shares | $1.2M | 13K |
| Ishares Tr | SUB | Shares | $1.2M | 11K |
| Ishares Tr | IWR | Shares | $1.0M | 11K |
| Ishares Tr | IJH | Shares | $863K | 13K |
| Dimensional Etf Trust | DEHP | Shares | $841K | 25K |
| Ishares Tr | IVV | Shares | $824K | 1K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Alphabet Inc | GOOGL | Shares | $700K | 2K |
| Exxon Mobil Corp | XOM | Shares | $586K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $480K | 1K |
| Amazon Com Inc | AMZN | Shares | $471K | 2K |
| Ishares Inc | IEMG | Shares | $442K | 6K |
| Alphabet Inc | GOOG | Shares | $418K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $416K | 8K |
| Microsoft Corp | MSFT | Shares | $374K | 1K |
| Costco Whsl Corp New | COST | Shares | $363K | 364 |
| Ishares Tr | IJR | Shares | $361K | 3K |
| Vanguard Scottsdale Fds | VCLT | Shares | $358K | 5K |
| Jpmorgan Chase & Co. | JPM | Shares | $355K | 1K |
| Vanguard Scottsdale Fds | VGLT | Shares | $343K | 6K |
| Dimensional Etf Trust | DFAE | Shares | $317K | 9K |
| Ishares Tr | EMB | Shares | $299K | 3K |
| Vanguard Index Funds | VNQ | Shares | $290K | 3K |
| Procter And Gamble Co | PG | Shares | $289K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $261K | 10K |
| Nextera Energy Inc | NEE | Shares | $260K | 3K |
| Ge Aerospace | GE | Shares | $248K | 873 |
| Tesla Inc | TSLA | Shares | $238K | 640 |
| Meta Platforms Inc | META | Shares | $232K | 405 |
| Bank Montreal Que | BMO | Shares | $230K | 2K |
| At&T Inc | T | Shares | $222K | 8K |
| Dimensional Etf Trust | DFAI | Shares | $219K | 6K |
| Umb Finl Corp | UMBF | Shares | $208K | 2K |
| Dimensional Etf Trust | DFSD | Shares | $206K | 4K |
| International Business Machs | IBM | Shares | $200K | 827 |
| Vanguard Bd Index Fds | BND | Shares | $189K | 3K |
| Vanguard Bd Index Fds | BSV | Shares | $189K | 2K |
| Vanguard Index Fds | VTV | Shares | $188K | 960 |
| Ge Vernova Inc | GEV | Shares | $188K | 215 |
| Ishares Tr | SCZ | Shares | $187K | 2K |
| Visa Inc | V | Shares | $178K | 589 |
| Union Pac Corp | UNP | Shares | $174K | 718 |
| Cisco Sys Inc | CSCO | Shares | $159K | 2K |
| Ishares Tr | IWN | Shares | $154K | 810 |
| Pfizer Inc | PFE | Shares | $149K | 5K |
| Cme Group Inc | CME | Shares | $147K | 498 |
| Bp Plc | BP | Shares | $141K | 3K |
| Cognex Corp | CGNX | Shares | $136K | 3K |
| Vanguard Scottsdale Fds | VCSH | Shares | $131K | 2K |
| Schwab Strategic Tr | SCHC | Shares | $123K | 3K |
| Csx Corp | CSX | Shares | $120K | 3K |
| Ishares Tr | AGG | Shares | $118K | 1K |
| Stryker Corporation | SYK | Shares | $118K | 360 |
| Disney Walt Co | DIS | Shares | $112K | 1K |
| Vanguard Index Fds | VOO | Shares | $111K | 186 |
| Schwab Strategic Tr | SCHG | Shares | $110K | 4K |
| Cvs Health Corp | CVS | Shares | $108K | 2K |
| Abbvie Inc | ABBV | Shares | $104K | 478 |
| Ishares Tr | TIP | Shares | $97K | 878 |
| Unitedhealth Group Inc | UNH | Shares | $96K | 355 |
| Dimensional Etf Trust | DFSE | Shares | $92K | 2K |
| Automatic Data Processing Inc | ADP | Shares | $91K | 450 |
| Dimensional Etf Trust | DFAW | Shares | $89K | 1K |
| Vanguard Intl Equity Index F | VGK | Shares | $86K | 1K |
| Spdr Ser Tr | SPYV | Shares | $86K | 2K |
| Spdr S&P Midcap 400 Etf Tr | MDY | Shares | $83K | 134 |
| Ishares Tr | IWB | Shares | $80K | 225 |
| Schwab Strategic Tr | SCHF | Shares | $79K | 3K |
| Analog Devices Inc | ADI | Shares | $77K | 241 |
| Spdr S&P 500 Etf Tr | SPY | Shares | $76K | 117 |
| Dimensional Etf Trust | DFSB | Shares | $76K | 1K |
| Mcdonalds Corp | MCD | Shares | $74K | 239 |
| Boeing Co | BA | Shares | $73K | 367 |
| Yum Brands Inc | YUM | Shares | $73K | 467 |
| Texas Instrs Inc | TXN | Shares | $72K | 370 |
| Verizon Communications Inc | VZ | Shares | $65K | 1K |
| Ishares Tr | IWP | Shares | $65K | 509 |
| Dell Technologies Inc | DELL | Shares | $63K | 381 |
| Trane Technologies Plc | Shares | $63K | 150 | |
| Constellation Energy Corp | CEG | Shares | $61K | 220 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.