PINNEY & SCOFIELD, INC.
Filing Date
Global Rank
#7,537
/ 8,588
▲ 46
Top Industry
Drug Manufacturers - General
27.9%
3Y Alpha vs SPY
+3.2%
Period ended 3 months ago
Filed May 15, 2026 · 33d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+29.5%
SPY
+24.9%
Annualised alpha
+3.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 40.7% | $10,487,128 |
| Healthcare | 29.4% | $7,567,886 |
| Financial Services | 6.9% | $1,779,036 |
| Communication Services | 5.5% | $1,415,900 |
| Industrials | 4.3% | $1,120,172 |
| Consumer Cyclical | 3.6% | $932,245 |
| Consumer Defensive | 3.4% | $871,334 |
| Energy | 3.2% | $833,218 |
| Utilities | 1.4% | $350,874 |
| Unclassified | 0.7% | $181,826 |
| Real Estate | 0.5% | $127,140 |
| Basic Materials | 0.4% | $95,443 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 51–100
of 140 positions by value
· page 2 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 311 | $14,066 | 0.05% | |
| AKAM |
Akamai Technologies Inc
Technology
|
Reduced | 139 | $15,964 | 0.06% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
Held | 300 | $16,164 | 0.06% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 75 | $16,952 | 0.07% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 55 | $17,023 | 0.07% | |
| GLD |
Spdr Gold Trust
|
Held | 41 | $17,641 | 0.07% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 427 | $17,784 | 0.07% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 288 | $20,499 | 0.08% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 472 | $21,617 | 0.08% | |
| SRE |
Sempra
Utilities
|
Held | 226 | $21,960 | 0.09% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Held | 417 | $24,035 | 0.09% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 100 | $24,708 | 0.10% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 35 | $27,042 | 0.10% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 450 | $27,292 | 0.11% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 810 | $27,896 | 0.11% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 235 | $28,268 | 0.11% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Held | 260 | $28,542 | 0.11% | |
| DAC |
Danaos Corp
Industrials
|
Held | 255 | $28,723 | 0.11% | |
| RTX |
RTX Corp
Industrials
|
Held | 149 | $28,742 | 0.11% | |
| INTC |
Intel Corp
Technology
|
Held | 666 | $29,390 | 0.11% | |
| EQIX |
Equinix Inc
Real Estate
|
Held | 30 | $29,407 | 0.11% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 100 | $35,185 | 0.14% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
NEW | 500 | $36,345 | 0.14% | |
| PTC |
Ptc Inc.
Technology
|
Held | 256 | $36,477 | 0.14% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 150 | $36,627 | 0.14% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Held | 175 | $36,755 | 0.14% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 392 | $38,564 | 0.15% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 472 | $39,511 | 0.15% | |
| WDC |
Western Digital Corp
Technology
|
Held | 150 | $40,573 | 0.16% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 631 | $41,639 | 0.16% | |
| DE |
Deere & Co
Industrials
|
Reduced | 75 | $42,247 | 0.16% | |
| CAH |
Cardinal Health Inc
Healthcare
|
NEW | 200 | $42,262 | 0.16% | |
| BBT |
Beacon Financial Corp
Financial Services
|
Held | 1,447 | $43,410 | 0.17% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 493 | $44,872 | 0.17% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Held | 265 | $45,733 | 0.18% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Held | 747 | $45,828 | 0.18% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Held | 1,761 | $48,357 | 0.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 150 | $50,692 | 0.20% | |
| CLS |
Celestica Inc
Technology
|
Held | 180 | $50,702 | 0.20% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 2,307 | $51,884 | 0.20% | |
| ESRT |
Empire State Realty Trust, Inc.
Real Estate
|
Held | 10,000 | $52,000 | 0.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 267 | $54,315 | 0.21% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 330 | $54,562 | 0.21% | |
| ICFI |
ICF International, Inc.
Industrials
|
Held | 852 | $55,627 | 0.22% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 1,310 | $60,220 | 0.23% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 220 | $61,435 | 0.24% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 150 | $62,511 | 0.24% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 381 | $62,533 | 0.24% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 1,301 | $65,310 | 0.25% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 370 | $71,831 | 0.28% |