Pinney & Scofield, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 19, 2025), Pinney & Scofield, Inc. reported 224 stock positions worth $132.1 million. Its top holding was Dimensional US Small Cap ETF (DFAS) at 12.6% of the portfolio, followed by Dimensional International Va (DFIV, 11.1%) and Dimensional Inflation-Protec (DFIP, 10.8%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0002056763
- Portfolio Value
- $132.1M (Q4 2024)
- SEC Filing
- 0002056763-25-000001 ↗ filed Feb 19, 2025
Holdings Value
Holdings 224 stocks · $132.1M
| DFAS Dimensional US Small Cap ETF | 12.56% | 254,770 | $16.6M | — |
| DFIV Dimensional International Va | 11.11% | 413,404 | $14.7M | — |
| DFIP Dimensional Inflation-Protec | 10.77% | 351,400 | $14.2M | — |
| DFUV Dimensional US Marketwide Va | 10.37% | 334,599 | $13.7M | — |
| DFAT Dimensional US Target Value | 7.85% | 186,301 | $10.4M | — |
| LLY Eli Lilly & Co. | 4.31% | 7,376 | $5.7M | — |
| DISV Dimensional International SM | 4.15% | 206,503 | $5.5M | — |
| AAPL Apple Inc. | 4.09% | 21,556 | $5.4M | — |
| DFAR Dimensional US Real Est ETF | 4.01% | 227,805 | $5.3M | — |
| DFSV Dimensional US Small Cap Val | 2.46% | 105,731 | $3.3M | — |
| NVDA Nvidia Corp. | 1.84% | 18,121 | $2.4M | — |
| DFLV Dim US Large Cap Value ETF | 1.82% | 79,971 | $2.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.72% | 140 | $2.3M | — |
| DFIS Dimensional International SM | 1.64% | 88,439 | $2.2M | — |
| BLV Vanguard Long-Term Bond ETF | 1.24% | 23,975 | $1.6M | — |
| MUB iShares National Muni Bond E | 1.12% | 13,830 | $1.5M | — |
| DIHP Dimensional International Hi | 1.07% | 56,029 | $1.4M | — |
| VPL Vanguard Ftse Pacific ETF | 1.07% | 19,820 | $1.4M | — |
| SUB iShares Short-Term National | 0.91% | 11,450 | $1.2M | — |
| DFEV Dimensional Emrg MRKT Val | 0.81% | 40,835 | $1.1M | — |
| DFEM Dimensional Emrg MRKT Core | 0.78% | 39,222 | $1.0M | — |
| IWR iShares Russell Mid-Cap ETF | 0.71% | 10,600 | $937K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.68% | 12,710 | $893K | — |
| IJH iShares Core S&P Midcap ETF | 0.60% | 12,780 | $796K | — |
| DFCF Dimensional Core Fixed Inc. | 0.54% | 17,184 | $709K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 100 | $681K | — |
| IVV iShares Core S&P 500 ETF | 0.51% | 1,134 | $668K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 1,328 | $545K | — |
| GOOGL Alphabet Inc. Class A | 0.35% | 2,449 | $464K | — |
| AMZN Amazon.com Inc. | 0.33% | 2,013 | $442K | — |
| MSFT Microsoft Corp. | 0.32% | 1,014 | $427K | — |
| TSLA Tesla Inc. | 0.28% | 900 | $363K | — |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 8,135 | $358K | — |
| XOM Exxon Mobil Corp. | 0.26% | 3,165 | $340K | — |
| PG The Procter & Gamble Co. | 0.25% | 1,998 | $335K | — |
| IJR iShares Core S&P Small-Cap E | 0.25% | 2,904 | $335K | — |
| COST Costco Wholesale Corp. | 0.25% | 364 | $334K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 731 | $331K | — |
| IEMG iShares Core MSCI Emerging | 0.25% | 6,279 | $328K | — |
| VNQ Vanguard Real Estate ETF | 0.22% | 3,278 | $292K | — |
| DEHP Dimensional Emrg MRK Hi Prof | 0.22% | 11,613 | $287K | — |
| EMB iShares JP Morgan Usd Emergi | 0.20% | 3,000 | $267K | — |
| SCHX Schwab US Large-Cap ETF | 0.18% | 10,197 | $236K | — |
| META Meta Platforms Inc. Class A | 0.17% | 388 | $227K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.17% | 4,000 | $222K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 3,471 | $211K | — |
| KR Kroger Co. | 0.15% | 3,293 | $201K | — |
| JPM JPMorgan Chase & Co. | 0.15% | 810 | $194K | — |
| GOOG Alphabet Inc. Class C | 0.15% | 1,009 | $192K | — |
| NEE Nextera Energy Inc. | 0.14% | 2,610 | $187K | — |
| UNH Unitedhealth Group Inc. | 0.14% | 359 | $182K | — |
| V Visa Inc. Class A | 0.14% | 574 | $181K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 824 | $181K | — |
| T AT&T Inc. | 0.13% | 7,666 | $175K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.12% | 1,700 | $165K | — |
| UNP Union Pacific Corp. | 0.12% | 704 | $161K | — |
| UMBF Umb Financial Corp. | 0.12% | 1,346 | $152K | — |
| GE General Electric filed as GE AEROSPACE | 0.11% | 870 | $145K | — |
| PFE Pfizer Inc. | 0.11% | 5,321 | $141K | — |
| DFAE Dimensional Emerging Core Eq | 0.10% | 5,376 | $136K | — |
| IWN iShares Russell 2000 Value E | 0.10% | 810 | $133K | — |
| DFSD Dimensional Short Duration | 0.10% | 2,813 | $132K | — |
| ADP Automatic Data Processing | 0.10% | 450 | $132K | — |
| VOOV Vanguard S&P 500 Value ETF | 0.10% | 704 | $130K | — |
| SYK Stryker Corp. | 0.10% | 360 | $130K | — |
| CGNX Cognex Corp. | 0.09% | 3,452 | $124K | — |
| DFAI Dimensional International Co. | 0.09% | 4,088 | $119K | — |
| IWB iShares Russell 1000 ETF | 0.09% | 360 | $116K | — |
| CVS CVS Health Corp. | 0.08% | 2,482 | $111K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.08% | 3,224 | $111K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 970 | $108K | — |
| SCHG Schwab US Large-Cap Growth | 0.08% | 3,760 | $105K | — |
| ESRT Empire State Realty Trust-A | 0.08% | 10,000 | $103K | — |
| AMT American Tower Corp. | 0.08% | 557 | $102K | — |
| ICFI Icf International Inc. | 0.08% | 852 | $102K | — |
| VOO Vanguard S&P 500 ETF | 0.07% | 183 | $98K | — |
| CSX CSX Corp. | 0.07% | 2,925 | $94K | — |
| TIP iShares Tips Bond ETF | 0.07% | 878 | $94K | — |
| BP BP PLC-Spons ADR | 0.07% | 3,010 | $89K | — |
| CSCO Cisco Systems Inc. | 0.07% | 1,480 | $88K | — |
| BND Vanguard Total Bond Market | 0.06% | 1,192 | $86K | — |
| BA The Boeing Co. | 0.06% | 449 | $79K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.06% | 1,514 | $77K | — |
| MDY State Street SPDR S&P Midcap | 0.06% | 134 | $76K | — |
| GEV GE Vernova Inc. | 0.05% | 215 | $71K | — |
| TXN Texas Instruments Inc. | 0.05% | 370 | $69K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 117 | $69K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.05% | 875 | $68K | — |
| VGK Vanguard Ftse Europe ETF | 0.05% | 1,041 | $66K | — |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 509 | $65K | — |
| YUM Yum! Brands Inc. | 0.05% | 467 | $63K | — |
| DE Deere & Co. | 0.05% | 145 | $61K | — |
| TFC Truist Financial Corp. | 0.04% | 1,310 | $57K | — |
| TT Trane Technologies PLC | 0.04% | 150 | $55K | — |
| CTSH Cognizant Tech Solutions-A | 0.04% | 720 | $55K | — |
| VZ Verizon Communications Inc. | 0.04% | 1,301 | $52K | — |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 666 | $51K | — |
| ADI Analog Devices Inc. | 0.04% | 234 | $50K | — |
| SCHA Schwab US Small-Cap ETF | 0.04% | 1,920 | $50K | — |
| CEG Constellation Energy | 0.04% | 220 | $49K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $83 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 3 | $83 | — |
Total filed on the 13F, all lines: $132.1M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $204.5M | DFIP, DFAS, DFIV, DFUV, DFAT |
| Q1 2026 | 242 | $185.4M | DFIP, DFIV, DFAS, DFUV, DFAT |
| Q4 2025 | 211 | $176.2M | DFIP, DFIV, DFAS, DFUV, DFAT |
| Q3 2025 | 216 | $161.1M | DFIV, DFAS, DFIP, DFUV, DFAT |
| Q2 2025 | 219 | $147.7M | DFIV, DFAS, DFIP, DFUV, DFAT |
| Q1 2025 | 216 | $138.1M | DFIP, DFIV, DFAS, DFUV, DFAT |
| Q4 2024 | 224 | $132.1M | DFAS, DFIV, DFIP, DFUV, DFAT |