PINNEY & SCOFIELD, INC.

Registered adviser

CIK

2056763

Location

CAMBRIDGE, MA

Portfolio Value

Small $204,519,307

Diversification

Highly concentrated

Filing Date

Global Rank

#6,466 / 8,827 ▼ 117

Top Industry

Drug Manufacturers - General 29.6%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 105365

Roster of Nov 1, 2026

Regulatory AUM

$858,739,612

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$858,739,612	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$749,004,478	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$666,151,537	Individuals and high net worth (100%)
May 2023 to Mar 2024	$576,278,052	Individuals and high net worth (100%)
Apr 2023	$576,278,052	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$664,829,088	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.8% of the book (60%+)

Turnover

Low turnover

3.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.5%; sector active share 71.9% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

75.4%

−0.8 pts

Top 5

88.3%

+0.0 pts

Top 10

93.8%

−0.0 pts

HHI

5,740

Highly concentrated−112

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.8%	$173,377,474	98
Technology	6.0%	$12,307,269	28
Healthcare	4.8%	$9,720,462	20
Financial Services	1.3%	$2,688,856	19
Communication Services	1.0%	$2,014,298	8
Industrials	0.7%	$1,377,800	20
Consumer Cyclical	0.5%	$963,217	7
Consumer Defensive	0.4%	$886,985	10
Energy	0.3%	$635,805	7
Utilities	0.2%	$328,929	4
Real Estate	0.1%	$128,717	3
Basic Materials	0.0%	$89,495	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	+50,670	615,557	$25,394,804
VUG	VANGUARD GROWTH INDEX FUND	+19,451	22,919	$1,974,242
DFAR	Dimensional US Real Estate ETF	+8,258	439,581	$11,499,438
DIHP	Dimensional International High Profitability ETF	+6,850	118,359	$4,039,000
DFLV	Dimensional US Large Cap Value ETF	+6,511	155,964	$6,166,816
DFIS	Dimensional International Small Cap ETF	+3,312	136,162	$4,769,754
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+3,271	55,200	$2,243,328
—		+2,211	6,996	$526,449
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,951	4,519	$331,739
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	+1,824	8,027	$442,929
DFAE	Dimensional Emerging Core Equity Market ETF	+1,228	10,602	$426,306
BLV	VANGUARD LONG-TERM BOND INDEX FUND	+1,119	47,237	$3,256,046
DISV	Dimensional International Small Cap Value ETF	+904	245,067	$9,834,538
DFSD	Dimensional Short-Duration Fixed Income ETF	+891	5,184	$247,536
KHC	Kraft Heinz Co	+796	3,103	$73,292
VO	VANGUARD MID-CAP INDEX FUND	+401	597	$48,100
GE	General Electric Co	+128	1,001	$374,103
AMGN	Amgen Inc	+100	200	$72,424
AKAM	Akamai Technologies Inc	+86	225	$26,597
DFAW	Dimensional World Equity ETF	+78	1,287	$106,550
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
DUSB	Dimensional Ultrashort Fixed Income ETF	+30	74	$3,757
SCHF	Schwab International Equity ETF	+19	3,197	$88,556
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−7,625	75	$4,476
DFUV	Dimensional U.S. Marketwide Value ETF	−5,687	311,762	$17,150,027
DFSV	Dimensional US Small Cap Value ETF	−2,296	205,689	$7,978,676
DFAT	Dimensional U.S. Targeted Value ETF	−2,154	177,700	$12,421,230
VPL	VANGUARD PACIFIC STOCK INDEX FUND	−1,674	20,117	$2,327,335
DFAS	Dimensional U.S. Small Cap ETF	−1,419	290,953	$23,957,070
DEHP	Dimensional Emerging Markets High Profitability ETF	−1,297	23,602	$1,009,457
CGNX	Cognex Corp	−888	1,882	$136,294
MFC	Manulife Financial Corp	−684	126	$5,104
BP	Bp PLC	−642	2,368	$87,497
DFIV	Dimensional International Value ETF	−534	424,299	$22,920,631
ICFI	ICF International, Inc.	−439	413	$30,091
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−410	1,771	$86,566
USHY	iShares Broad USD High Yield Corporate Bond ETF	−361	362	$13,401
TIP	iShares TIPS Bond ETF	−325	553	$60,514
DFSB	Dimensional Global Sustainability Fixed Income ETF	−324	1,140	$59,405
DD	DuPont de Nemours, Inc.	−315	157	$21,295
RIVN	Rivian Automotive, Inc.	−300	50	$867
FTGC	First Trust Global Tactical Commodity Strategy Fund	−286	573	$15,499
IEFA	iShares Core MSCI EAFE ETF	−276	12,827	$1,238,831
DFAI	Dimensional International Core Equity Market ETF	−249	5,383	$222,048
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	−186	3,000	$289,320
SCHX	Schwab U.S. Large-Cap ETF	−173	10,024	$295,006
CVS	CVS HEALTH Corp	−157	1,350	$139,657
IWB	iShares Russell 1000 ETF	−125	100	$40,950
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VCHY	Vanguard Malvern Funds	198	$14,911
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
EXE	EXPAND ENERGY Corp	260	$28,542
IUSB	iShares Core Universal USD Bond ETF	593	$27,390
REGN	Regeneron Pharmaceuticals, Inc.	35	$27,042
LVS	Las Vegas Sands Corp	300	$16,164
AMBA	Ambarella Inc	200	$10,296
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	131	$6,150
NVDL	GraniteShares 2x Long NVDA Daily ETF	150	$3,628
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

230 tracked positions · $204,519,307 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 230 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	Added	615,557	+50,670	$25,394,804	+7.8%	7	before history	12.42%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	290,953	-1,419	$23,957,070	+15.2%	7	before history	11.71%
DFIV	Dimensional International Value ETF	Reduced	424,299	-534	$22,920,631	+2.2%	7	before history	11.21%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	311,762	-5,687	$17,150,027	+11.5%	7	before history	8.39%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	177,700	-2,154	$12,421,230	+10.6%	7	before history	6.07%
DFAR	Dimensional US Real Estate ETF	Added	439,581	+8,258	$11,499,438	+12.7%	7	before history	5.62%
DISV	Dimensional International Small Cap Value ETF	Added	245,067	+904	$9,834,538	+2.1%	7	before history	4.81%
LLY	ELI LILLY & Co Healthcare	Held	7,379	0	$8,850,594	+30.4%	7	before history	4.33%
DFSV	Dimensional US Small Cap Value ETF	Reduced	205,689	-2,296	$7,978,676	+9.5%	7	before history	3.90%
AAPL	Apple Inc. Technology	Added	22,530	+58	$6,519,280	+14.3%	7	before history	3.19%
DFLV	Dimensional US Large Cap Value ETF	Added	155,964	+6,511	$6,166,816	+15.5%	7	before history	3.02%
DFIS	Dimensional International Small Cap ETF	Added	136,162	+3,312	$4,769,754	+6.6%	7	before history	2.33%
DIHP	Dimensional International High Profitability ETF	Added	118,359	+6,850	$4,039,000	+12.4%	7	before history	1.97%
NVDA	Nvidia Corp Technology	Reduced	18,513	-25	$3,704,266	+14.6%	7	before history	1.81%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	47,237	+1,119	$3,256,046	+2.6%	7	before history	1.59%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Reduced	20,117	-1,674	$2,327,335	+9.3%	7	before history	1.14%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	55,200	+3,271	$2,243,328	+25.0%	7	before history	1.10%
DFEV	Dimensional Emerging Markets Value ETF	Reduced	46,990	-108	$2,004,922	+19.0%	7	before history	0.98%
VUG	VANGUARD GROWTH INDEX FUND	Added	22,919	+19,451	$1,974,242	+30.3%	7	before history	0.97%
DFCF	Dimensional Core Fixed Income ETF	Added	37,475	+2	$1,581,819	−0.0%	7	before history	0.77%
IEFA	iShares Core MSCI EAFE ETF	Reduced	12,827	-276	$1,238,831	+4.4%	7	before history	0.61%
IWR	iShares Russell Mid-Cap ETF	Held	10,760	0	$1,187,043	+13.5%	7	before history	0.58%
SUB	iShares Short-Term National Muni Bond ETF	Held	10,985	0	$1,169,572	−0.0%	7	before history	0.57%
DEHP	Dimensional Emerging Markets High Profitability ETF	Reduced	23,602	-1,297	$1,009,457	+20.0%	7	before history	0.49%
IJH	iShares Core S&P Mid-Cap ETF	Held	12,780	0	$985,465	+14.2%	7	before history	0.48%
IVV	iShares Core S&P 500 ETF	Reduced	1,223	-38	$915,892	+11.2%	7	before history	0.45%
GOOGL	Alphabet Inc. Communication Services	Held	2,434	0	$869,838	+24.3%	7	before history	0.43%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$748,850	+4.3%	2	$736,358.80	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,260	0	$538,648	+14.4%	7	before history	0.26%
		Added	6,996	+2,211	$526,449	+47.2%	7	before history	0.26%
IEMG	iShares Trust	Held	6,344	0	$525,536	—	7	before history	0.26%
GOOG	Alphabet Inc. Communication Services	Held	1,457	0	$514,801	+23.2%	7	before history	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,002	0	$501,390	+4.4%	7	before history	0.25%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,445	-10	$471,000	−19.6%	7	before history	0.23%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Added	8,027	+1,824	$442,929	+29.0%	7	before history	0.22%
IJR	iShares Core S&P Small-Cap ETF	Held	2,904	0	$430,692	+19.3%	7	before history	0.21%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	10,602	+1,228	$426,306	+34.3%	7	before history	0.21%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,208	0	$395,414	+11.3%	7	before history	0.19%
MSFT	Microsoft Corp Technology	Held	1,011	0	$377,123	+0.8%	7	before history	0.18%
GE	General Electric Co Industrials	Added	1,001	+128	$374,103	+51.0%	7	before history	0.18%
COST	Costco Wholesale Corp Consumer Defensive	Held	364	0	$340,511	−6.1%	7	before history	0.17%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	4,519	+1,951	$331,739	+75.4%	7	before history	0.16%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	3,270	+2	$315,326	+8.8%	7	before history	0.15%
BMO	Bank Of Montreal Financial Services	Held	1,700	0	$300,390	+30.6%	7	before history	0.15%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	10,024	-173	$295,006	+12.8%	7	before history	0.14%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,998	0	$292,986	+1.5%	7	before history	0.14%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Reduced	3,000	-186	$289,320	−3.3%	7	before history	0.14%
GEV	GE Vernova Inc. Industrials	Added	246	+31	$289,015	+54.0%	7	before history	0.14%
UMBF	Umb Financial Corp Financial Services	Held	1,841	0	$262,821	+26.6%	7	before history	0.13%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	5,184	+891	$247,536	+20.4%	7	before history	0.12%

Showing the top 50 of 230 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.