Pinney & Scofield, Inc. has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $16.6B, Dimensional ETF Tr with a value of $14.7B, Dimensional ETF Tr Inflation P with a value of $14.2B, Dimensional ETF Tr Us Marketwi with a value of $13.7B, and Dimensional ETF Tr U S Target with a value of $10.4B.

Examining the 13F form we can see an increase of $132B in the current position value.

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 $132 Billion
ETFs: $107 Billion
Technology: $9 Billion
Healthcare: $6.44 Billion
Financial Services: $1.87 Billion
Communication Services: $1.3 Billion
Consumer Defensive: $1.01 Billion
Industrials: $980 Million
Consumer Cyclical: $963 Million
Other: $1.11 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 225 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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