PINNEY & SCOFIELD, INC.

CIK

2056763

Location

CAMBRIDGE, MA

Portfolio Value

Micro $31,342,228

Diversification

Diversified

Filing Date

Global Rank

#7,435 / 8,517 ▲ 506

Top Industry

Drug Manufacturers - General 29.6%

3Y Alpha vs SPY

+5.4%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.9%

SPY

+27.3%

Annualised alpha

+4.6%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

133 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.2%

+3.1 pts

Top 5

69.3%

+2.5 pts

Top 10

76.1%

+1.5 pts

HHI

1,427

Diversified+146

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.3%	$12,307,269	28
Healthcare	31.0%	$9,720,462	20
Financial Services	8.6%	$2,688,251	17
Communication Services	6.4%	$2,014,298	7
Industrials	4.4%	$1,377,800	20
Consumer Cyclical	3.1%	$963,217	7
Consumer Defensive	2.8%	$886,986	10
Energy	2.0%	$635,805	7
Utilities	1.0%	$328,929	4
Unclassified	0.6%	$200,999	4
Real Estate	0.4%	$128,717	3
Basic Materials	0.3%	$89,495	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
KHC	Kraft Heinz Co	+796	3,103	$73,292
GE	General Electric Co	+128	1,001	$374,103
AMGN	Amgen Inc	+100	200	$72,424
AKAM	Akamai Technologies Inc	+86	225	$26,597
AAPL	Apple Inc.	+58	22,530	$6,519,280
GEHC	GE HealthCare Technologies Inc.	+42	330	$21,123
GEV	GE Vernova Inc.	+31	246	$289,015
PYPL	PayPal Holdings, Inc.	+1	312	$13,472
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
CGNX	Cognex Corp	−888	1,882	$136,294
MFC	Manulife Financial Corp	−684	126	$5,104
BP	Bp PLC	−642	2,368	$87,497
ICFI	ICF International, Inc.	−439	413	$30,091
DD	DuPont de Nemours, Inc.	−315	157	$21,295
RIVN	Rivian Automotive, Inc. / DE	−300	50	$867
CVS	CVS HEALTH Corp	−157	1,350	$139,657
MCD	Mcdonalds Corp	−107	132	$35,680
TSLA	Tesla, Inc.	−55	585	$246,051
DAC	Danaos Corp	−55	200	$24,474
HON	Honeywell International Inc	−37	38	$8,508
NVDA	Nvidia Corp	−25	18,513	$3,704,266
CTSH	Cognizant Technology Solutions Corp	−13	734	$28,427
UPS	United Parcel Service Inc	−13	379	$40,742
XOM	ExxonMobil Holdings Corp	−10	3,445	$471,000
AMD	Advanced Micro Devices Inc	−5	262	$152,198
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	648	$41,523
VEU	Vanguard FTSE All-World Ex-US ETF	470	$35,297
EXE	EXPAND ENERGY Corp	260	$28,542
REGN	Regeneron Pharmaceuticals, Inc.	35	$27,042
FNDA	Schwab Fundamental U.S. Small Company ETF	768	$24,906
VB	Vanguard Morningstar Small-Cap ETF	91	$23,834
LVS	Las Vegas Sands Corp	300	$16,164
VIG	Vanguard Dividend Appreciation ETF	53	$11,398
AMBA	Ambarella Inc	200	$10,296
HD	Home Depot, Inc.	8	$2,631
NVRI	Enviri Corp	56	$1,098
ADBE	Adobe Inc.	4	$972
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

133 tracked positions · $31,342,228 total · filing declares 232 positions · $204,546,537 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 133 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Held	7,379	0	$8,850,594	+30.4%	28.24%
AAPL	Apple Inc. Technology	Added	22,530	+58	$6,519,280	+14.3%	20.80%
NVDA	Nvidia Corp Technology	Reduced	18,513	-25	$3,704,266	+14.6%	11.82%
GOOGL	Alphabet Inc. Communication Services	Held	3,891	0	$1,384,639	+23.9%	4.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,003	0	$1,250,240	+4.3%	3.99%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,260	0	$538,648	+14.4%	1.72%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,445	-10	$471,000	−19.6%	1.50%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,208	0	$395,414	+11.3%	1.26%
MSFT	Microsoft Corp Technology	Held	1,011	0	$377,123	+0.8%	1.20%
GE	General Electric Co Industrials	Added	1,001	+128	$374,103	+51.0%	1.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	364	0	$340,511	−6.1%	1.09%
BMO	Bank Of Montreal /Can/ Financial Services	Held	1,700	0	$300,390	+30.6%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,998	0	$292,986	+1.5%	0.93%
GEV	GE Vernova Inc. Industrials	Added	246	+31	$289,015	+54.0%	0.92%
UMBF	Umb Financial Corp Financial Services	Held	1,841	0	$262,821	+26.6%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	585	-55	$246,051	+3.4%	0.79%
NEE	Nextera Energy Inc Utilities	Held	2,800	0	$245,756	−5.5%	0.78%
CSCO	Cisco Systems, Inc. Technology	Held	2,047	0	$240,440	+51.4%	0.77%
IBM	International Business Machines Corp Technology	Held	827	0	$232,560	+16.0%	0.74%
META	Meta Platforms, Inc. Communication Services	Held	405	0	$228,132	−1.5%	0.73%
V	Visa Inc. Financial Services	Held	589	0	$202,080	+13.5%	0.64%
UNP	Union Pacific Corp Industrials	Held	718	0	$195,296	+12.1%	0.62%
DELL	Dell Technologies Inc. Technology	Held	381	0	$164,386	+162.9%	0.52%
T	At&T Inc. Communication Services	Held	7,666	0	$158,686	−28.6%	0.51%
AMD	Advanced Micro Devices Inc Technology	Reduced	262	-5	$152,198	+180.2%	0.49%
UNH	Unitedhealth Group Inc Healthcare	Held	355	0	$147,548	+53.6%	0.47%
CVS	CVS HEALTH Corp Healthcare	Reduced	1,350	-157	$139,657	+29.0%	0.45%
CSX	Csx Corp Industrials	Held	2,925	0	$139,025	+15.8%	0.44%
CGNX	Cognex Corp Technology	Reduced	1,882	-888	$136,294	+0.4%	0.43%
PFE	Pfizer Inc Healthcare	Held	5,321	0	$128,129	−14.2%	0.41%
ABBV	AbbVie Inc. Healthcare	Held	478	0	$120,283	+15.7%	0.38%
SYK	Stryker Corp Healthcare	Held	360	0	$113,342	−4.2%	0.36%
DIS	Walt Disney Co Communication Services	Held	1,158	0	$111,457	−0.1%	0.36%
TXN	Texas Instruments Inc Technology	Held	370	0	$110,285	+53.5%	0.35%
CME	Cme Group Inc. Financial Services	Held	498	0	$109,973	−25.2%	0.35%
ADP	Automatic Data Processing Inc Technology	Held	450	0	$100,777	+10.2%	0.32%
WDC	Western Digital Corp Technology	Held	150	0	$95,808	+136.1%	0.31%
ADI	Analog Devices Inc Technology	Held	241	0	$95,717	+24.8%	0.31%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	134	0	$94,247	+14.0%	0.30%
INTC	Intel Corp Technology	Held	666	0	$92,993	+216.4%	0.30%
BP	Bp PLC Energy	Reduced	2,368	-642	$87,497	−38.2%	0.28%
SPY	Spdr S&P 500 ETF Trust	Held	117	0	$87,372	+14.8%	0.28%
BA	Boeing Co Industrials	Held	367	0	$79,444	+8.8%	0.25%
YUM	Yum Brands Inc Consumer Cyclical	Held	467	0	$74,654	+2.8%	0.24%
TT	Trane Technologies plc Industrials	Held	150	0	$73,674	+17.9%	0.24%
KHC	Kraft Heinz Co Consumer Defensive	Added	3,103	+796	$73,292	+41.3%	0.23%
AMGN	Amgen Inc Healthcare	Added	200	+100	$72,424	+105.8%	0.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	150	0	$71,635	+41.3%	0.23%
CLS	Celestica Inc Technology	Held	180	0	$65,664	+29.5%	0.21%
TFC	Truist Financial Corp Financial Services	Held	1,310	0	$65,264	+8.4%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.