PINNEY & SCOFIELD, INC.

CIK

2056763

Location

CAMBRIDGE, MA

Portfolio Value

Micro $25,806,263

Diversification

Diversified

Filing Date

Global Rank

#7,552 / 8,605 ▲ 39 · as of Mar 2026

Top Industry

Drug Manufacturers - General 27.8%

3Y Alpha vs SPY

+5.9%

Period ended 3 months ago

Filed May 15, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.0%

SPY

+24.4%

Annualised alpha

+6.4%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

140 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.3%

−2.6 pts

Top 5

65.9%

−2.7 pts

Top 10

73.8%

−2.6 pts

HHI

1,376

Diversified−155

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.6%	$10,487,128	30
Healthcare	29.3%	$7,567,886	21
Financial Services	6.9%	$1,779,036	17
Communication Services	5.5%	$1,415,900	7
Industrials	4.3%	$1,120,998	21
Consumer Cyclical	3.6%	$932,245	9
Consumer Defensive	3.4%	$871,334	10
Energy	3.2%	$833,218	8
Utilities	1.4%	$350,874	4
Unclassified	0.7%	$181,826	4
Basic Materials	0.5%	$138,678	6
Real Estate	0.5%	$127,140	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
UMBF	Umb Financial Corp	+495	1,841	$207,646
KHC	Kraft Heinz Co	+456	2,307	$51,884
IBM	International Business Machines Corp	+1	827	$200,456
PYPL	PayPal Holdings, Inc.	+1	311	$14,066
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−225	22,472	$5,703,168
TSLA	Tesla, Inc.	−175	640	$237,920
WFC	Wells Fargo & Company/Mn	−99	82	$6,528
AMD	Advanced Micro Devices Inc	−50	267	$54,315
DE	Deere & Co	−40	75	$42,247
BA	Boeing Co	−31	367	$73,044
AKAM	Akamai Technologies Inc	−31	139	$15,964
NVDA	Nvidia Corp	−25	18,538	$3,233,027
XOM	Exxon Mobil Corp	−10	3,455	$586,175
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	498	$147,084
CAH	Cardinal Health Inc	200	$42,262
ADM	Archer-Daniels-Midland Co	500	$36,345
AVGO	Broadcom Inc.	55	$17,023
ABT	Abbott Laboratories	132	$13,552
AMBA	Ambarella Inc	200	$10,296
C	Citigroup Inc	73	$8,278
ARM	Arm Holdings PLC /Uk	40	$6,051
SLV	iShares Silver Trust	80	$5,451
BLK	BlackRock, Inc.	4	$3,846
ANET	Arista Networks, Inc.	30	$3,683
CRSP	CRISPR Therapeutics AG	75	$3,567
BX	Blackstone Inc.	29	$3,334
CRWV	CoreWeave, Inc.	30	$2,324
QBTS	D-Wave Quantum Inc.	100	$1,443
AEVA	Aeva Technologies, Inc.	100	$1,316
CRNC	Cerence Inc.	200	$1,262
CE	Celanese Corp	11	$723
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
KR	Kroger Co	874	$54,607
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 positions · $25,806,263 total · as of Mar 31, 2026

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

Showing 1–50 of 140 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	$6,786,982	−14.4%	26.30%
AAPL	Apple Inc. Technology	Reduced	22,472	-225	$5,703,168	−7.6%	22.10%
NVDA	Nvidia Corp Technology	Reduced	18,538	-25	$3,233,027	−6.6%	12.53%
GOOGL	Alphabet Inc. Communication Services	Held	2,434	0	$699,921	−8.1%	2.71%
XOM	Exxon Mobil Corp Energy	Reduced	3,455	-10	$586,175	+40.6%	2.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,002	0	$480,158	−4.7%	1.86%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,260	0	$470,690	−9.8%	1.82%
MSFT	Microsoft Corp Technology	Held	1,011	0	$374,241	−23.5%	1.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	364	0	$362,700	+15.5%	1.41%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,208	0	$355,345	−8.7%	1.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,998	0	$288,591	+0.8%	1.12%
NEE	Nextera Energy Inc Utilities	Held	2,800	0	$260,064	+15.7%	1.01%
GE	General Electric Co Industrials	Held	873	0	$247,731	−7.9%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	640	-175	$237,920	−35.1%	0.92%
META	Meta Platforms, Inc. Communication Services	Held	405	0	$231,712	−13.3%	0.90%
BMO	Bank Of Montreal /Can/ Financial Services	Held	1,700	0	$230,078	+4.3%	0.89%
T	At&T Inc. Communication Services	Held	7,666	0	$222,237	+16.7%	0.86%
UMBF	Umb Financial Corp Financial Services	Added	1,841	+495	$207,646	+34.1%	0.80%
IBM	International Business Machines Corp Technology	Added	827	+1	$200,456	−18.1%	0.78%
GEV	GE Vernova Inc. Industrials	Held	215	0	$187,673	+33.6%	0.73%
V	Visa Inc. Financial Services	Held	589	0	$178,019	−13.8%	0.69%
UNP	Union Pacific Corp Industrials	Held	718	0	$174,201	+4.9%	0.68%
CSCO	Cisco Systems, Inc. Technology	Held	2,047	0	$158,826	+0.7%	0.62%
PFE	Pfizer Inc Healthcare	Held	5,321	0	$149,413	+12.8%	0.58%
CME	Cme Group Inc. Financial Services	NEW	498	NEW	$147,084	NEW	0.57%
BP	Bp PLC Energy	Held	3,010	0	$141,470	+35.3%	0.55%
CGNX	Cognex Corp Technology	Held	2,770	0	$135,702	+36.2%	0.53%
CSX	Csx Corp Industrials	Held	2,925	0	$120,071	+13.2%	0.47%
SYK	Stryker Corp Healthcare	Held	360	0	$118,292	−6.5%	0.46%
DIS	Walt Disney Co Communication Services	Held	1,158	0	$111,608	−15.3%	0.43%
CVS	CVS HEALTH Corp Healthcare	Held	1,507	0	$108,232	−9.5%	0.42%
ABBV	AbbVie Inc. Healthcare	Held	478	0	$103,960	−4.8%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Held	355	0	$96,059	−18.0%	0.37%
ADP	Automatic Data Processing Inc Technology	Held	450	0	$91,431	−21.0%	0.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	134	0	$82,645	+2.2%	0.32%
ADI	Analog Devices Inc Technology	Held	241	0	$76,671	+17.3%	0.30%
SPY	Spdr S&P 500 ETF Trust	Held	117	0	$76,089	−4.6%	0.29%
MCD	Mcdonalds Corp Consumer Cyclical	Held	239	0	$74,278	+1.7%	0.29%
BA	Boeing Co Industrials	Reduced	367	-31	$73,044	−15.5%	0.28%
YUM	Yum Brands Inc Consumer Cyclical	Held	467	0	$72,609	+2.8%	0.28%
TXN	Texas Instruments Inc Technology	Held	370	0	$71,831	+11.9%	0.28%
VZ	Verizon Communications Inc Communication Services	Held	1,301	0	$65,310	+23.3%	0.25%
DD	DuPont de Nemours, Inc. Basic Materials	Held	472	0	$64,852	+13.9%	0.25%
DELL	Dell Technologies Inc. Technology	Held	381	0	$62,533	+30.4%	0.24%
TT	Trane Technologies plc Industrials	Held	150	0	$62,511	+7.1%	0.24%
CEG	Constellation Energy Corp Utilities	Held	220	0	$61,435	−21.0%	0.24%
TFC	Truist Financial Corp Financial Services	Held	1,310	0	$60,220	−6.6%	0.23%
ICFI	ICF International, Inc. Industrials	Held	852	0	$55,627	−23.5%	0.22%
PM	Philip Morris International Inc. Consumer Defensive	Held	330	0	$54,562	+3.1%	0.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	267	-50	$54,315	−20.0%	0.21%