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CIK: 0002056763
Total reported value
$204.5M
$204.5M
217 檔
35.5%
During the Q1 2025 filing period, Pinney & Scofield, Inc. (CIK: 0002056763) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $204.5M across 217 reported positions.
During Q1 2025, Pinney & Scofield, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIP | Dimensional Inflation-protec | ETF-Other | 12.22% | -0.29% | +14.11% | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 12.11% | -0.88% | +2.84% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.53% | +0.50% | +4.60% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.83% | +0.08% | -1.53% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 6.92% | +0.01% | -0.37% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.87% | -0.38% | +11.92% | |
| 7 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.43% | +0.12% | +12.90% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.41% | +0.67% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.74% | +0.11% | +8.03% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.85% | -0.03% | +32.07% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.24% | +0.13% | +26.36% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 2.01% | -0.08% | +21.52% | |
| 13 | DIHP | Dimensional International Hi | ETF-Other | 1.48% | +0.03% | +35.78% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.07% | +1.88% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.41% | -0.12% | +15.50% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.13% | -0.01% | +8.37% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | — | — | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.93% | +0.13% | +23.99% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.88% | -0.06% | — | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.87% | +0.07% | +8.30% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.03% | -0.87% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.65% | +0.02% | — | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.62% | -0.08% | +19.00% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | +0.01% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.15% | +37.95% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.01% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.01% | +51.30% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | +9.94% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.32% | EXIT | |
| 30 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.29% | +0.04% | +35.46% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.05% | -0.61% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.22% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.02% | -3.94% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.03% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | +0.02% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.22% | +0.02% | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | -0.01% | -0.64% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.20% | -0.02% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +24.69% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.01% | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.01% | — | |
| 44 | KR | Kroger Co | Stock-Consumer Staples | 0.16% | — | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.16% | — | — | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.16% | — | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.16% | -0.04% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | — | +0.12% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | — | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | -0.02% | +3.45% |
According to official SEC Form 13F filings, Pinney & Scofield, Inc. reported a total U.S. public equity portfolio value of $204.5M across 217 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFIP, DFIV, DFAS) accounted for 35.5% of total reported equity market value during Q1 2025.
During Q1 2025, Pinney & Scofield, Inc.'s top holdings by market value included DFIP (12.2%)、DFIV (12.1%)、DFAS (11.5%). The largest single position, DFIP, represented 12.2% of total portfolio value.
In Q1 2025, Pinney & Scofield, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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