Pinney & Scofield, Inc. Portfolio Holdings

Pinney & Scofield, Inc.

  • $138 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.9B
$19 Million 0.01% of portfolio
280
Q4 2024 New
$46B
$13.2 Million 0.01% of portfolio
100
Q4 2024 New
$20.4B
$16.5 Million 0.01% of portfolio
472
Q4 2024 New
$915B
$16.6 Million 0.01% of portfolio
100
Q4 2024 New
$0
$18.3 Million 0.01% of portfolio
135
Q4 2024 New
$0
$7.18 Million 0.01% of portfolio
185
Q4 2024 New
$20.8B
$11.1 Million 0.01% of portfolio
126
Q4 2024 New
$106B
$11.8 Million 0.01% of portfolio
41
Q4 2024 New
$64.1B
$10.4 Million 0.01% of portfolio
95
Q4 2024 New
-
$15.2 Million 0.01% of portfolio
-
Q1 2025 Added 156.02%
$0
$7.58 Million 0.01% of portfolio
38
Q4 2024 New
$1.68B
$19.9 Million 0.01% of portfolio
255
Q4 2024 New
$152B
$20.3 Million 0.01% of portfolio
550
Q4 2024 New
Kenvue Inc
-
$13.7 Million 0.01% of portfolio
-
Q4 2024 New
Celestica Inc
-
$7.88 Million 0.01% of portfolio
-
Q4 2024 New
$3.61B
$7.21 Million 0.01% of portfolio
25
Q4 2024 New
$210B
$18 Million 0.01% of portfolio
200
Q4 2024 New
Linde PLC
-
$10.7 Million 0.01% of portfolio
-
Q4 2024 New
$2.3B
$7.71 Million 0.01% of portfolio
120
Q4 2024 New
Lithium Amers Corp New
-
$13.6 Million 0.01% of portfolio
-
Q1 2025 Added 56.74%
$79.3B
$20.2 Million 0.01% of portfolio
309
Q1 2025 Reduced 24.45%
Veralto Corp
-
$8.38 Million 0.01% of portfolio
-
Q4 2024 New
$0
$12.9 Million 0.01% of portfolio
100
Q4 2024 New
$280B
$13 Million 0.01% of portfolio
181
Q4 2024 New
$165B
$7.36 Million 0.01% of portfolio
26
Q4 2024 New
$0
$16 Million 0.01% of portfolio
415
Q4 2024 New
$21.3B
$19.8 Million 0.01% of portfolio
1,842
Q4 2024 New
$0
$11.6 Million 0.01% of portfolio
437
Q1 2025 Added 0.46%
$0
$12.7 Million 0.01% of portfolio
210
Q4 2024 New
$0
$8.29 Million 0.01% of portfolio
385
Q1 2025 Added 0.26%
$14.3B
$4.04 Million 0.0% of portfolio
100
Q4 2024 New
$34.7B
$1.63 Million 0.0% of portfolio
9
Q4 2024 New
$10.4B
$645,000 0.0% of portfolio
74
Q4 2024 New
$0
$5.68 Million 0.0% of portfolio
86
Q4 2024 New
$59.2B
$3.45 Million 0.0% of portfolio
54
Q4 2024 New
Tidal Tr Ii
-
$3.08 Million 0.0% of portfolio
-
Q4 2024 New
$1.78B
$529,000 0.0% of portfolio
31
Q4 2024 New
$14.4B
$2.63 Million 0.0% of portfolio
7
Q1 2025 Reduced 82.5%
Dimensional ETF Trust
-
$508,000 0.0% of portfolio
-
Q1 2025 Added 11.11%
$64.4B
$1.68 Million 0.0% of portfolio
16
Q4 2024 New
$2.98B
$1.49 Million 0.0% of portfolio
100
Q4 2024 New
$1.83B
$2.71 Million 0.0% of portfolio
200
Q4 2024 New
Canopy Growth Corp
-
$364,000 0.0% of portfolio
-
Q4 2024 New
$163M
$2.44 Million 0.0% of portfolio
800
Q4 2024 New
$1.16B
$4.8 Million 0.0% of portfolio
184
Q1 2025 New
Aurora Cannabis Inc
-
$1.76 Million 0.0% of portfolio
-
Q4 2024 New
$271B
$3.31 Million 0.0% of portfolio
5
Q4 2024 New
Amplify ETF Tr
-
$663,000 0.0% of portfolio
-
Q1 2025 New
$233M
$280,000 0.0% of portfolio
192
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $138 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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