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PINNEY & SCOFIELD, INC. — 13F Holdings & Portfolio

CIK 2056763 · latest 13F-HR filed 2026-08-07

Backtest portfolio

PINNEY & SCOFIELD, INC. manages $204.5M in 13F-reported U.S. long-equity assets across 232 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFIP (12.42%), DFAS (11.71%), DFIV (11.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 15, added to 132, and trimmed 44.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
22 HILLIARD STREET
CAMBRIDGE, MA 02138
Phone
(617) 492-6223
Filing Manager
PINNEY & SCOFIELD, INC.
CAMBRIDGE, MA
Signatory
Richard Seeley
Chief Compliance Officer
Loading holdings…
AUM

$204.5M

Long-equity book

Holdings

232

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+4 / −15 / ↑132 / ↓44

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$3.2M +15.2%
  • ELI LILLY & CO$2.1M +30.4%
  • DIMENSIONAL ETF TRUST$1.8M +7.8%
  • DIMENSIONAL ETF TRUST$1.8M +11.5%
  • DIMENSIONAL ETF TRUST$1.3M +12.7%
Show all 132 →

Top Trims

  • VANGUARD INTL EQUITY INDEX F-$411.7K -98.9%
  • AT&T INC-$63.6K -28.6%
  • BP PLC-$54.0K -38.2%
  • ISHARES TR-$39.3K -49.0%
  • MCDONALDS CORP-$38.6K -52.0%
Show all 44 →

New Positions

  • EXXON MOBIL CORP$471.0K
  • DUPONT DE NEMOURS INC$21.3K
  • VANGUARD MALVERN FDS$14.9K
  • HONEYWELL INTL INC$8.4K
Show all 4 →

Exited Positions

  • EXXON MOBIL CORP$586.2K
  • EXPAND ENERGY CORPORATION$28.5K
  • ISHARES TR$27.4K
  • REGENERON PHARMACEUTICALS$27.0K
  • DUPONT DE NEMOURS INC$21.6K
Show all 15 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFIP 25434V856 $25.4M 12.42% 615,557 SH
2 DIMENSIONAL ETF TRUST DFAS 25434V500 $24.0M 11.71% 290,953 SH
3 DIMENSIONAL ETF TRUST DFIV 25434V807 $22.9M 11.21% 424,299 SH
4 DIMENSIONAL ETF TRUST DFUV 25434V724 $17.2M 8.38% 311,762 SH
5 DIMENSIONAL ETF TRUST DFAT 25434V609 $12.4M 6.07% 177,700 SH
6 DIMENSIONAL ETF TRUST DFAR 25434V823 $11.5M 5.62% 439,581 SH
7 DIMENSIONAL ETF TRUST DISV 25434V781 $9.8M 4.81% 245,067 SH
8 ELI LILLY & CO LLY 532457108 $8.9M 4.33% 7,379 SH
9 DIMENSIONAL ETF TRUST DFSV 25434V815 $8.0M 3.90% 205,689 SH
10 APPLE INC AAPL 037833100 $6.5M 3.19% 22,530 SH
11 DIMENSIONAL ETF TRUST DFLV 25434V666 $6.2M 3.01% 155,964 SH
12 DIMENSIONAL ETF TRUST DFIS 25434V773 $4.8M 2.33% 136,162 SH
13 DIMENSIONAL ETF TRUST DIHP 25434V765 $4.0M 1.97% 118,359 SH
14 NVIDIA CORPORATION NVDA 67066G104 $3.7M 1.81% 18,513 SH
15 VANGUARD BD INDEX FDS BLV 921937793 $3.3M 1.59% 47,237 SH
16 VANGUARD INTL EQUITY INDEX F VPL 922042866 $2.3M 1.14% 20,117 SH
17 DIMENSIONAL ETF TRUST DFEM 25434V732 $2.2M 1.10% 55,200 SH
18 DIMENSIONAL ETF TRUST DFEV 25434V740 $2.0M 0.98% 46,990 SH
19 VANGUARD INDEX FDS VUG 922908736 $2.0M 0.97% 22,919 SH
20 DIMENSIONAL ETF TRUST DFCF 25434V872 $1.6M 0.77% 37,475 SH
21 ISHARES TR IEFA 46432F842 $1.2M 0.61% 12,827 SH
22 ISHARES TR IWR 464287499 $1.2M 0.58% 10,760 SH
23 ISHARES TR SUB 464288158 $1.2M 0.57% 10,985 SH
24 DIMENSIONAL ETF TRUST DEHP 25434V757 $1.0M 0.49% 23,602 SH
25 ISHARES TR IJH 464287507 $985.5K 0.48% 12,780 SH
26 ISHARES TR IVV 464287200 $915.9K 0.45% 1,223 SH
27 ALPHABET INC GOOGL 02079K305 $869.8K 0.43% 2,434 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $748.9K 0.37% 1 SH
29 AMAZON COM INC AMZN 023135106 $538.6K 0.26% 2,260 SH
30 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $526.4K 0.26% 6,996 SH
31 ISHARES INC IEMG 46434G103 $525.5K 0.26% 6,344 SH
32 ALPHABET INC GOOG 02079K107 $514.8K 0.25% 1,457 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $501.4K 0.25% 1,002 SH
34 EXXON MOBIL CORP XOM 30233Q108 $471.0K 0.23% 3,445 SH
35 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $442.9K 0.22% 8,027 SH
36 ISHARES TR IJR 464287804 $430.7K 0.21% 2,904 SH
37 DIMENSIONAL ETF TRUST DFAE 25434V302 $426.3K 0.21% 10,602 SH
38 JPMORGAN CHASE & CO. JPM 46625H100 $395.4K 0.19% 1,208 SH
39 MICROSOFT CORP MSFT 594918104 $377.1K 0.18% 1,011 SH
40 GE AEROSPACE GE 369604301 $374.2K 0.18% 1,001 SH
41 COSTCO WHSL CORP NEW COST 22160K105 $340.5K 0.17% 364 SH
42 VANGUARD BD INDEX FDS BND 921937835 $331.7K 0.16% 4,519 SH
43 VANGUARD INDEX FUNDS VNQ 922908553 $315.3K 0.15% 3,270 SH
44 BANK MONTREAL QUE BMO 063671101 $300.4K 0.15% 1,700 SH
45 SCHWAB STRATEGIC TR SCHX 808524201 $295.0K 0.14% 10,024 SH
46 PROCTER AND GAMBLE CO PG 742718109 $293.0K 0.14% 1,998 SH
47 ISHARES TR EMB 464288281 $289.3K 0.14% 3,000 SH
48 GE VERNOVA INC GEV 36828A101 $289.0K 0.14% 246 SH
49 UMB FINL CORP UMBF 902788108 $262.9K 0.13% 1,841 SH
50 DIMENSIONAL ETF TRUST DFSD 25434V864 $247.5K 0.12% 5,184 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $204.5M 232 0002056763-26-000003
2026-03-31 2026-05-15 $185.4M 243 0002056763-26-000002
2025-12-31 2026-02-13 $176.2M 212 0002056763-26-000001
2025-09-30 2025-11-13 $161.1M 217 0002056763-25-000005