Pinney & Scofield, Inc. Portfolio Holdings

Pinney & Scofield, Inc.

  • $148 Billion
  • Q2 2025

Pinney & Scofield, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $18.2B, Dimensional ETF Tr U S Small C with a value of $17.3B, Dimensional ETF Tr Inflation P with a value of $16.7B, Dimensional ETF Tr Us Marketwi with a value of $13.8B, and Dimensional ETF Tr U S Target with a value of $9.95B.

Examining the 13F form we can see an increase of $9.6B in the current position value, from $138B to 148B.

Pinney & Scofield, Inc. is based out at Cambridge, MA

Below you can find more details about Pinney & Scofield, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $121 Billion
Technology: $9.23 Billion
Healthcare: $6.5 Billion
Financial Services: $1.46 Billion
Communication Services: $1.43 Billion
Industrials: $1.06 Billion
Consumer Cyclical: $997 Million
Consumer Defensive: $990 Million
Other: $1.18 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $148 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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