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CIK: 0002056763
Total reported value
$204.5M
$204.5M
243 檔
45.7%
At the close of Q1 2026, Pinney & Scofield, Inc. disclosed equity holdings valued at approximately $204.5M, spread across 243 reported holdings.
In Q1 2026, Pinney & Scofield, Inc. displayed an active expansion posture, initiating 34 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIP | Dimensional Inflation-protec | ETF-Other | 12.71% | -0.29% | +8.54% | |
| 2 | DFIV | Dimensional International Va | ETF-Other | 12.09% | -0.88% | -1.94% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.21% | +0.50% | +1.40% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.30% | +0.08% | -0.64% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 6.06% | +0.01% | -0.43% | |
| 6 | DFAR | Dimensional US Real Est ETF | ETF-Other | 5.50% | +0.12% | +15.51% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 5.19% | -0.38% | -0.71% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.93% | -0.03% | +6.18% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.66% | +0.67% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.11% | -0.99% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.88% | +0.13% | +3.53% | |
| 12 | DFIS | Dimensional International Sm | ETF-Other | 2.41% | -0.08% | +0.42% | |
| 13 | DIHP | Dimensional International Hi | ETF-Other | 1.94% | +0.03% | +9.01% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.07% | -0.13% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.71% | -0.12% | +0.43% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.15% | -0.01% | +5.42% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.97% | +0.13% | +0.53% | |
| 18 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.91% | +0.07% | +5.27% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.85% | -0.08% | +23.44% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | +0.15% | +55.10% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.03% | — | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.63% | -0.06% | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | +0.02% | +1.51% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.01% | — | |
| 25 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.45% | +0.04% | +0.66% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | +11.20% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.02% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.05% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.32% | EXIT | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.01% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.24% | +0.02% | +0.79% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | -0.22% | -5.35% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.02% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.03% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.19% | +0.02% | — | |
| 38 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.19% | +0.07% | +231.60% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | — | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.19% | +0.03% | +197.51% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.17% | +0.04% | +10.69% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.16% | -0.02% | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.16% | -0.01% | +0.09% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.02% | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | -0.02% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.13% | +0.05% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | -0.01% | -21.47% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.01% | — | |
| 50 | BMO | Bank Of Montreal | Stock-Financials | 0.12% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAR | Dimensional US Real Est ETF | +0.7% | +15.51% | Add |
| 2 | DFIP | Dimensional Inflation-protec | +0.4% | +8.54% | Add |
| 3 | DFSV | Dimensional US Small Cap Val | +0.3% | +6.18% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.2% | +55.10% | Add |
| 5 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +231.60% | Add |
| 6 | DFCF | Dimensional Core Fixed Inc | +0.1% | +23.44% | Add |
| 7 | VGLT | Vanguard Long-term Treasury | +0.1% | +197.51% | Add |
| 8 | DIHP | Dimensional International Hi | +0.1% | +9.01% | Add |
| 9 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +5.42% | Add |
| 10 | DFLV | Dim US Large Cap Value ETF | +0.1% | +3.53% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -0.29% | Trim |
| 12 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +5.27% | Add |
| 13 | UMBF | Umb Financial CORP | 0% | +36.78% | Add |
| 14 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 15 | DFAI | Dimensional International Co | 0% | +24.91% | Add |
| 16 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 17 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 18 | DFAE | Dimensional Emerging Core Eq | 0% | +10.69% | Add |
| 19 | CGNX | Cognex CORP | 0% | — | Unchanged |
| 20 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 21 | T | At&t Inc | 0% | — | Unchanged |
| 22 | BND | Vanguard Total Bond Market | 0% | +20.28% | Add |
| 23 | DFAW | Dimensional World Eqty ETF | 0% | +27.13% | Add |
| 24 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 25 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 26 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 27 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 28 | INTC | Intel CORP | 0% | — | Unchanged |
| 29 | DAC | Danaos Corporation | 0% | — | Unchanged |
| 30 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 31 | DFEM | Dimensional Emrg Mrkt Core | — | +0.53% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | — | +11.20% | Add |
| 33 | DEHP | Dimensional Emrg Mrk Hi Prof | — | +0.66% | Add |
| 34 | DFSD | Dimensional Short Duration | — | +11.04% | Add |
| 35 | IEMG | Ishares Core Msci Emerging | — | +0.79% | Add |
| 36 | PFE | Pfizer Inc | — | — | Unchanged |
| 37 | DELL | Dell Technologies -c | — | — | Unchanged |
| 38 | CSX | Csx CORP | — | — | Unchanged |
| 39 | ADI | Analog Devices Inc | — | — | Unchanged |
| 40 | VEA | Vanguard Ftse Developed ETF | — | +32.24% | Add |
| 41 | DFSB | Dim Glb Sustain Fix Inc ETF | — | +12.70% | Add |
| 42 | VLO | Valero Energy CORP | — | — | Unchanged |
| 43 | UNP | Union Pacific CORP | — | — | Unchanged |
| 44 | CTVA | Corteva Inc | — | — | Unchanged |
| 45 | DOW | Dow Inc | — | — | Unchanged |
| 46 | TXN | Texas Instruments Inc | — | — | Unchanged |
| 47 | KHC | Kraft Heinz Co/the | — | +24.64% | Add |
| 48 | IWN | Ishares Russell 2000 Value E | — | — | Unchanged |
| 49 | ABBV | Abbvie Inc | — | — | Unchanged |
| 50 | MO | Altria Group Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Pinney & Scofield, Inc. reported a total U.S. public equity portfolio value of $204.5M across 243 disclosed positions in Q1 2026.
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 DFIP, DFIV, DFAS) accounted for 45.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-A
市值: $718.1K
Top Position Liquidated / Trimmed
KR
前期市值: $54.6K
During Q1 2026, Pinney & Scofield, Inc.'s top holdings by market value included DFIP (12.7%)、DFIV (12.1%)、DFAS (11.2%). The largest single position, DFIP, represented 12.7% of total portfolio value.
In Q1 2026, Pinney & Scofield, Inc. made 95 total portfolio adjustments, initiating 34 new buys, adding to 37 positions, trimming 21 holdings, and fully liquidating 3 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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