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Pinney & Scofield, Inc.

All holdings · as of Jun 30, 2026

232 positions

CompanyClassValueShares% of portfolio
Tesla Inc—$246.1K5850.1%
NEXTERA ENERGY INC—$245.8K2,8000.1%
CISCO SYSTEMS, INC.—$240.4K2,0470.1%
INTERNATIONAL BUSINESS MACHINES CORP—$232.7K8270.1%
Meta Platforms Inc—$228.1K4050.1%
DIMENSIONAL ETF TRUST—$222.1K5,3830.1%
Visa Inc—$202.1K5890.1%
ISHARES TR—$196.6K2,3900.1%
Union Pacific Corp—$195.3K7180.1%
VANGUARD BD INDEX FDS—$188.1K2,4140.1%
VANGUARD INDEX FDS—$183.3K8410.1%
ISHARES TR—$179.2K8100.1%
Dell Technologies Inc.—$164.4K3810.1%
AT&T INC.—$158.7K7,6660.1%
ADVANCED MICRO DEVICES INC—$152.2K2620.1%
UNITEDHEALTH GROUP INC—$147.5K3550.1%
CVS HEALTH Corp—$139.7K1,3500.1%
CSX CORP—$139.0K2,9250.1%
COGNEX CORP—$136.3K1,8820.1%
VANGUARD SCOTTSDALE FDS—$130.6K1,6520.1%
PFIZER INC—$128.1K5,3210.1%
VANGUARD INDEX FDS—$127.8K1860.1%
SCHWAB STRATEGIC TR—$127.2K3,7600.1%
SCHWAB STRATEGIC TR—$126.3K2,6250.1%
AbbVie Inc.—$120.3K4780.1%
ISHARES TR—$118.0K1,1920.1%
STRYKER CORP—$113.3K3600.1%
Walt Disney Co—$111.5K1,1580.1%
TEXAS INSTRUMENTS INC—$110.3K3700.1%
CME Group Inc—$110.0K4980.1%
DIMENSIONAL ETF TRUST—$106.6K1,2870.1%
AUTOMATIC DATA PROCESSING INC—$100.8K4500.0%
Western Digital Corp—$95.8K1500.0%
ANALOG DEVICES INC—$95.7K2410.0%
SPDR S&P MIDCAP 400 ETF TR—$94.2K1340.0%
INTEL CORP—$93.0K6660.0%
VANGUARD INTL EQUITY INDEX F—$92.4K1,0440.0%
SPDR SER TR—$92.0K1,5140.0%
SCHWAB STRATEGIC TR—$88.6K3,1970.0%
BP PLC—$87.5K2,3680.0%
SPDR S&P 500 ETF TR—$87.4K1170.0%
DIMENSIONAL ETF TRUST—$86.6K1,7710.0%
The Boeing Company—$79.4K3670.0%
Yum! Brands Inc—$74.7K4670.0%
ISHARES TR—$74.5K5090.0%
Trane Technologies plc—$73.7K1500.0%
Kraft Heinz Co—$73.3K3,1030.0%
AMGEN INC—$72.4K2000.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$71.6K1500.0%
SCHWAB STRATEGIC TR—$69.9K1,9360.0%
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