PINNEY & SCOFIELD, INC.

CIK 0002056763 · CAMBRIDGE, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

PINNEY & SCOFIELD, INC. reported 232 positions worth $204.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFIP (12.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$204.5M
2026 Q2
Positions
232
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.6%
Est. Net Flow (Q)
2026 Q2
10 / 232 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFIPDIMENSIONAL ETF TRUSTSH$25.4M12.42%615,557
2DFASDIMENSIONAL ETF TRUSTSH$24.0M11.71%290,953
3DFIVDIMENSIONAL ETF TRUSTSH$22.9M11.21%424,299
4DFUVDIMENSIONAL ETF TRUSTSH$17.2M8.38%311,762
5DFATDIMENSIONAL ETF TRUSTSH$12.4M6.07%177,700
6DFARDIMENSIONAL ETF TRUSTSH$11.5M5.62%439,581
7DISVDIMENSIONAL ETF TRUSTSH$9.8M4.81%245,067
8LLYELI LILLY & COSH$8.9M4.33%7,379
9DFSVDIMENSIONAL ETF TRUSTSH$8.0M3.90%205,689
10AAPLAPPLE INCSH$6.5M3.19%22,530

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PINNEY & SCOFIELD, INC. hold as of Q2 2026?

PINNEY & SCOFIELD, INC. reported 232 positions worth $204.5M in its Q2 2026 13F filing. Largest positions: DFIP (12.4%), DFAS (11.7%), DFIV (11.2%), DFUV (8.4%) and DFAT (6.1%).

What did PINNEY & SCOFIELD, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PINNEY & SCOFIELD, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.