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CIK: 0002056763
Total reported value
$204.5M
$204.5M
217 檔
40.5%
The Q3 2025 SEC filing reveals that Pinney & Scofield, Inc. held a total portfolio value of $204.5M, covering 217 public equity positions.
In Q3 2025, Pinney & Scofield, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 12.33% | -0.88% | +1.25% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.77% | +0.50% | +1.69% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 11.61% | -0.29% | +10.57% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.03% | +0.08% | -0.56% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 6.65% | +0.01% | -0.24% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 5.22% | -0.38% | +1.59% | |
| 7 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.94% | +0.12% | +18.34% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.74% | -0.03% | +18.27% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.50% | +0.67% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.11% | -8.44% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.41% | +0.13% | +7.90% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 2.39% | -0.08% | +1.97% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.07% | +1.08% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.74% | -0.12% | +37.99% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.69% | +0.03% | +8.63% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.18% | -0.01% | -0.64% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | +0.13% | +3.71% | |
| 18 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.89% | +0.07% | +1.36% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.06% | -4.06% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.73% | -0.03% | -0.36% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.70% | -0.08% | +22.84% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.64% | +0.02% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | +0.15% | -1.92% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | +0.01% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.05% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 29 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.31% | +0.04% | +5.60% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.01% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.22% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | +0.02% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.01% | +1.67% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.32% | EXIT | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | +0.02% | — | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.21% | -0.02% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.03% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.19% | -0.01% | +0.09% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.17% | — | — | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.17% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.02% | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.16% | +0.05% | +0.11% | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.16% | +0.04% | +0.69% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | +0.12% | |
| 48 | BMO | Bank Of Montreal | Stock-Financials | 0.14% | +0.03% | — | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.13% | -0.04% | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.02% | — |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAS, DFIP) accounted for 40.5% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
MUB
前期市值: $1.5M
During Q3 2025, Pinney & Scofield, Inc.'s top holdings by market value included DFIV (12.3%)、DFAS (11.8%)、DFIP (11.6%). The largest single position, DFIV, represented 12.3% of total portfolio value.
In Q3 2025, Pinney & Scofield, Inc. made 40 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 7 holdings, and fully liquidating 2 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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