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Pinney & Scofield, Inc. Top Holdings and 13F Report (2025)

About Pinney & Scofield, Inc.

Investment Activity

  • Pinney & Scofield, Inc. has $132.06 million in total holdings as of December 31, 2024.
  • Pinney & Scofield, Inc. owns shares of 225 different stocks, but just 16 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofPinney & Scofield, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$16,580,456254,77012.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$14,667,570413,40411.1%ETF
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$14,228,482351,40010.8%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$13,691,791334,59910.4%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$10,369,540186,3017.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,694,2727,3764.3%Medical
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$5,486,783206,5034.2%ETF
Apple Inc. stock logo
AAPL
Apple
$5,398,10921,5564.1%Computer and Technology
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$5,301,019227,8054.0%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$3,254,404105,7312.5%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,433,44518,1211.8%Computer and Technology
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$2,401,53179,9711.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,274,3681401.7%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,171,62988,4391.6%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$1,640,60923,9751.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,473,58713,8301.1%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$1,413,61656,0291.1%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$1,407,99119,8201.1%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,207,74611,4500.9%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$1,070,27940,8350.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$1,027,22339,2220.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$937,04010,6000.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$893,24912,7100.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$796,32212,7800.6%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$709,19117,1840.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9201000.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$667,5631,1340.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$544,8761,3280.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$463,5962,4490.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$441,6322,0130.3%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$427,3781,0140.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$363,4569000.3%Auto/Tires/Trucks
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$358,2658,1350.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$340,4593,1650.3%Energy
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$334,9651,9980.3%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$334,5992,9040.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$333,5223640.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$331,3487310.3%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$327,8896,2790.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$291,9823,2780.2%ETF
DEHP
Dimensional Emerging Markets High Profitability ETF
$287,31411,6130.2%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$267,1203,0000.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$236,36610,1970.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$227,1783880.2%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$221,8004,0000.2%Manufacturing
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$210,8633,4710.2%ETF
The Kroger Co. stock logo
KR
Kroger
$201,3673,2930.2%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$194,1658100.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$192,1541,0090.1%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$187,1112,6100.1%Utilities
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$181,6043590.1%Medical
Visa Inc. stock logo
V
Visa
$181,4075740.1%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$181,1588240.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$174,5607,6660.1%Computer and Technology
Bank of Montreal stock logo
BMO
Bank of Montreal
$164,9851,7000.1%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$160,5197040.1%Transportation
UMB Financial Co. stock logo
UMBF
UMB Financial
$151,9401,3460.1%Finance
General Electric stock logo
GE
General Electric
$145,0298700.1%Transportation
Pfizer Inc. stock logo
PFE
Pfizer
$141,1665,3210.1%Medical
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$136,3915,3760.1%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$132,9788100.1%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$131,8722,8130.1%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$131,7294500.1%Business Services
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$129,8957040.1%ETF
Stryker Co. stock logo
SYK
Stryker
$129,6183600.1%Medical
Cognex Co. stock logo
CGNX
Cognex
$123,7893,4520.1%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$119,3664,0880.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$115,9783600.1%ETF
CVS Health Co. stock logo
CVS
CVS Health
$111,4172,4820.1%Medical
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$110,6673,2240.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$108,0109700.1%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$104,7913,7600.1%ETF
Empire State Realty Trust, Inc. stock logo
ESRT
Empire State Realty Trust
$103,20010,0000.1%Finance
American Tower Co. stock logo
AMT
American Tower
$102,1595570.1%Finance
ICF International, Inc. stock logo
ICFI
ICF International
$101,5678520.1%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$98,4351830.1%ETF
CSX Co. stock logo
CSX
CSX
$94,3902,9250.1%Transportation
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$93,5518780.1%ETF
BP p.l.c. stock logo
BP
BP
$88,9763,0100.1%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$87,6161,4800.1%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$85,7241,1920.1%ETF
The Boeing Company stock logo
BA
Boeing
$79,4734490.1%Aerospace
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$77,4261,5140.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$76,3241340.1%ETF
GE VERNOVA INC
$70,7202150.1%COM
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$69,3793700.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$68,5711170.1%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$68,2598750.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$66,1021,0410.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$64,5165090.0%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$62,6534670.0%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$61,4371450.0%Industrials
Truist Financial Co. stock logo
TFC
Truist Financial
$56,8281,3100.0%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$55,4031500.0%Construction
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$55,3687200.0%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$52,0271,3010.0%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$51,4286660.0%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$49,7162340.0%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$49,6591,9200.0%ETF
Constellation Energy Co. stock logo
CEG
Constellation Energy
$49,2162200.0%Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data