Pinney & Scofield, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Inflation P with a value of $16.9B, Dimensional ETF Tr with a value of $16.7B, Dimensional ETF Tr U S Small C with a value of $15.9B, Dimensional ETF Tr Us Marketwi with a value of $13.6B, and Dimensional ETF Tr U S Target with a value of $9.56B.
Examining the 13F form we can see an increase of $6.07B in the current position value, from $132B to 138B.
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
$138 Billion
ETFs: $113 Billion
Technology: $8.25 Billion
Healthcare: $6.88 Billion
Financial Services: $1.49 Billion
Communication Services: $1.21 Billion
Consumer Defensive: $1.07 Billion
Industrials: $948 Million
Consumer Cyclical: $857 Million
Other: $1.19 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions