PINNEY & SCOFIELD, INC.
CIK 0002056763 · CAMBRIDGE, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
DFIP
DIMENSIONAL ETF TRUST
12.4%
DFAS
DIMENSIONAL ETF TRUST
11.7%
DFIV
DIMENSIONAL ETF TRUST
11.2%
DFUV
DIMENSIONAL ETF TRUST
8.4%
DFAT
DIMENSIONAL ETF TRUST
6.1%
DFAR
DIMENSIONAL ETF TRUST
5.6%
DISV
DIMENSIONAL ETF TRUST
4.8%
LLY
ELI LILLY & CO
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.