Institutions / Pinney & Scofield, Inc.
Pinney & Scofield, Inc.
CIK 2056763 · Institution · as of Jun 30, 2026
Portfolio value
$204.55M
Positions
232
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$204.55M+16.1%Positions
232+9.4%Top holdings
Jun 30, 2026View all 232 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $25.39M | 12.4% |
| Dimensional ETF Trust | $23.96M | 11.7% |
| Dimensional ETF Trust | $22.92M | 11.2% |
| Dimensional ETF Trust | $17.15M | 8.4% |
| Dimensional ETF Trust | $12.42M | 6.1% |
| Dimensional ETF Trust | $11.50M | 5.6% |
| Dimensional ETF Trust | $9.83M | 4.8% |
| ELI LILLY & Co | $8.85M | 4.3% |
| Dimensional ETF Trust | $7.98M | 3.9% |
| Apple Inc. | $6.52M | 3.2% |
| Dimensional ETF Trust | $6.17M | 3.0% |
| Dimensional ETF Trust | $4.77M | 2.3% |
| Dimensional ETF Trust | $4.04M | 2.0% |
| NVIDIA Corp | $3.70M | 1.8% |
| Vanguard Bd Index Fds | $3.26M | 1.6% |
| Vanguard Intl Equity Index F | $2.33M | 1.1% |
| Dimensional ETF Trust | $2.24M | 1.1% |
| Dimensional ETF Trust | $2.00M | 1.0% |
| Vanguard Index Fds | $1.97M | 1.0% |
| Dimensional ETF Trust | $1.58M | 0.8% |
| iShares Tr | $1.24M | 0.6% |
| iShares Tr | $1.19M | 0.6% |
| iShares MSCI UAE ETF | $1.17M | 0.6% |
| Dimensional ETF Trust | $1.01M | 0.5% |
| iShares Tr | $985.5K | 0.5% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V856 | $3.92M | +95K +18.28% | 615,557 12.42% of portfolio | low |
| Q2 2026 as of | Add | 922908736 | $1.78M | +21K +925.00% | 22,919 0.97% of portfolio | low |
| Q2 2026 as of | Add | 25434V823 | $1.73M | +66K +17.73% | 439,581 5.62% of portfolio | low |
| Q2 2026 as of | New | 084670108 | $748.9K | +1 | 1 0.37% of portfolio | low |
| Q2 2026 as of | Add | 25434V765 | $548.3K | +16K +15.71% | 118,359 1.97% of portfolio | low |
| Q2 2026 as of | Trim | 25434V807 | $-483.5K | -9K -2.07% | 424,299 11.21% of portfolio | low |
| Q2 2026 as of | Trim | 922042858 | $-481.1K | -8K -99.08% | 75 <0.01% of portfolio | low |
| Q2 2026 as of | New | XOM ExxonMobil Common Stock | $471.0K | +3K | 3,445 0.23% of portfolio | low |
| Q2 2026 as of | Add | 25434V666 | $458.9K | +12K +8.04% | 155,964 3.01% of portfolio | low |
| Q2 2026 as of | Trim | 25434V724 | $-425.6K | -8K -2.42% | 311,762 8.38% of portfolio | low |