PINNEY & SCOFIELD, INC.

CIK

2056763

Location

CAMBRIDGE, MA

Portfolio Value

Micro $95,443

Diversification

Diversified

Filing Date

Global Rank

#7,183 / 8,232 ▲ 169

Top Industry

Drug Manufacturers - General 27.9%

3Y Alpha vs SPY

+3.6%

Period ended 2 months ago

Filed May 15, 2026 · 30d

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

+28.5%

SPY

+23.4%

Annualised alpha

+3.6%

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
PYPL	PayPal Holdings, Inc.	+1	311	$14,066
IBM	International Business Machines Corp	+1	827	$200,456
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

6 positions · $95,443 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Held	472	0	$39,511	+24.9%	41.40%
DD	DuPont de Nemours, Inc. Basic Materials	Held	472	0	$21,617	+13.9%	22.65%
DOW	Dow Inc. Basic Materials	Held	427	0	$17,784	+78.1%	18.63%
LIN	Linde PLC Basic Materials	Held	23	0	$11,402	+16.3%	11.95%
CC	Chemours Co Basic Materials	Held	200	0	$4,406	+86.9%	4.62%
CE	Celanese Corp Basic Materials	NEW	11	NEW	$723	NEW	0.76%