PINNEY & SCOFIELD, INC.

CIK

2056763

Location

CAMBRIDGE, MA

Portfolio Value

Micro $25,762,202

Diversification

Diversified

Filing Date

Global Rank

#7,537 / 8,588 ▲ 46

Top Industry

Drug Manufacturers - General 27.9%

3Y Alpha vs SPY

+2.3%

Period ended 3 months ago

Filed May 15, 2026 · 33d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+29.1%

SPY

+25.8%

Annualised alpha

+2.3%

Max drawdown

−20.9%

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

66.0%

−2.6 pts

Top 10

74.0%

−2.6 pts

HHI

1,381

Diversified−155

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.7%	$10,487,128	30
Healthcare	29.4%	$7,567,886	21
Financial Services	6.9%	$1,779,036	17
Communication Services	5.5%	$1,415,900	7
Industrials	4.3%	$1,120,172	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
Real Estate	0.5%	$127,140	3
Basic Materials	0.4%	$95,443	6

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 · $25,762,202 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
NVRI-WI	Enviri II Corp Industrials	Held	56	0	$0	—	0.00%
OGN	Organon & Co. Healthcare	Held	20	0	$119	−16.8%	0.00%
DNOW	DNOW Inc. Industrials	Held	31	0	$369	−10.0%	0.00%
CGC	Canopy Growth Corp Healthcare	Held	400	0	$379	−16.9%	0.00%
ALLO	Allogene Therapeutics, Inc. Healthcare	Held	192	0	$468	+77.9%	0.00%
BYND	Beyond Meat, Inc. Consumer Defensive	Held	800	0	$561	−14.5%	0.00%
CE	Celanese Corp Basic Materials	NEW	11	NEW	$723	NEW	0.00%
ADBE	Adobe Inc. Technology	Held	4	0	$972	−30.5%	0.00%
VTRS	Viatris Inc Healthcare	Held	74	0	$999	+8.5%	0.00%
XRAY	DENTSPLY SIRONA Inc. Healthcare	Held	100	0	$1,160	+1.5%	0.00%
DEO	Diageo PLC Consumer Defensive	Held	16	0	$1,191	−13.7%	0.00%
KD	Kyndryl Holdings, Inc. Technology	Held	92	0	$1,207	−50.6%	0.00%
CRNC	Cerence Inc. Technology	NEW	200	NEW	$1,262	NEW	0.00%
ACB	Aurora Cannabis Inc Healthcare	Held	400	0	$1,308	−22.5%	0.01%
AEVA	Aeva Technologies, Inc. Technology	NEW	100	NEW	$1,316	NEW	0.01%
QBTS	D-Wave Quantum Inc. Technology	NEW	100	NEW	$1,443	NEW	0.01%
EQT	EQT Corp Energy	Held	25	0	$1,591	+18.7%	0.01%
OXY	Occidental Petroleum Corp /De/ Energy	Held	31	0	$2,015	+58.2%	0.01%
OTIS	Otis Worldwide Corp Industrials	Held	27	0	$2,081	−11.7%	0.01%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Held	9	0	$2,249	+17.1%	0.01%
CRWV	CoreWeave, Inc. Technology	NEW	30	NEW	$2,324	NEW	0.01%
HD	Home Depot, Inc. Consumer Cyclical	Held	8	0	$2,631	−4.4%	0.01%
NTRS	Northern Trust Corp Financial Services	Held	20	0	$2,791	+2.2%	0.01%
QSI	Quantum-Si Inc Healthcare	Held	3,680	0	$2,848	−29.6%	0.01%
CARR	CARRIER GLOBAL Corp Industrials	Held	54	0	$3,040	+6.6%	0.01%
MSTR	Strategy Inc Technology	Held	25	0	$3,120	−17.9%	0.01%
BX	Blackstone Inc. Financial Services	NEW	29	NEW	$3,334	NEW	0.01%
CRSP	CRISPR Therapeutics AG Healthcare	NEW	75	NEW	$3,567	NEW	0.01%
ANET	Arista Networks, Inc. Technology	NEW	30	NEW	$3,683	NEW	0.01%
BLK	BlackRock, Inc. Financial Services	NEW	4	NEW	$3,846	NEW	0.01%
CC	Chemours Co Basic Materials	Held	200	0	$4,406	+86.9%	0.02%
PGR	Progressive Corp/Oh/ Financial Services	Held	26	0	$5,154	−12.9%	0.02%
AEG	Aegon Ltd. Financial Services	Held	714	0	$5,183	−5.8%	0.02%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	350	0	$5,267	−23.6%	0.02%
SLV	iShares Silver Trust	NEW	80	NEW	$5,451	NEW	0.02%
ETN	Eaton Corp plc Industrials	Held	16	0	$5,722	+12.3%	0.02%
ARM	Arm Holdings PLC /Uk Technology	NEW	40	NEW	$6,051	NEW	0.02%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	82	-99	$6,528	−61.3%	0.03%
ASML	Asml Holding NV Technology	Held	5	0	$6,604	+23.5%	0.03%
ETR	Entergy Corp /De/ Utilities	Held	66	0	$7,415	+21.6%	0.03%
VLTO	Veralto Corp Industrials	Held	86	0	$7,604	−11.4%	0.03%
VAC	MARRIOTT VACATIONS WORLDWIDE Corp Consumer Cyclical	Held	120	0	$7,814	+12.9%	0.03%
C	Citigroup Inc Financial Services	NEW	73	NEW	$8,278	NEW	0.03%
KVUE	Kenvue Inc. Consumer Defensive	Held	570	0	$9,826	−0.1%	0.04%
AMBA	Ambarella Inc Technology	NEW	200	NEW	$10,296	NEW	0.04%
IR	Ingersoll Rand Inc. Industrials	Held	132	0	$10,575	+1.1%	0.04%
LIN	Linde PLC Basic Materials	Held	23	0	$11,402	+16.3%	0.04%
SHEL	Shell plc Energy	Held	130	0	$12,090	+26.6%	0.05%
EMR	Emerson Electric Co Industrials	Held	95	0	$12,446	−1.3%	0.05%
ABT	Abbott Laboratories Healthcare	NEW	132	NEW	$13,552	NEW	0.05%