PINNEY & SCOFIELD, INC.
Top Portfolio Positions
140 positions ·
$25,762,202 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
7,379 | $6,786,982 | 26.34% | |
| AAPL |
Apple Inc.
Technology
|
22,472 | $5,703,168 | 22.14% | |
| NVDA |
Nvidia Corp
Technology
|
18,538 | $3,233,027 | 12.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,434 | $699,921 | 2.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,455 | $586,175 | 2.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,002 | $480,158 | 1.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,260 | $470,690 | 1.83% | |
| MSFT |
Microsoft Corp
Technology
|
1,011 | $374,241 | 1.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
364 | $362,700 | 1.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,208 | $355,345 | 1.38% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ACB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,308 | 400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,688 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,384 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,696 | 400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,756 | 400 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,700 | 400 | Shares | Sole | 2025-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||