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Pinney & Scofield - Q1 2026 13F Filings

PI

Pinney & Scofield, Inc.

CIK: 0002056763
Address: Massachusetts Cambridge 22 Hilliard Street
$185.44 M
Portfolio Value
243
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFIP Dimensional Inflation-Protected Securities Etf
+$1.85 M
2. DFAR Dimensional Us Real Estate Etf
+$1.37 M
3. BRK.A Berkshire Hathaway
+$718,140
4. VUG Vanguard Growth Etf
+$538,181.51
5. DFSV Dimensional Us Small Cap Value Etf
+$424,195.21

Top Sells

Q1 2026
1. DFIV Dimensional International Value Etf
−$444,249.68
2. DFUV Dimensional Us Marketwide Value Etf
−$99,342.87
3. SCZ Ishares Msci Eafe Small-Cap Etf
−$84,761.26
4. DISV Dimensional International Small Cap Value Etf
−$69,059.36
5. TSLA Tesla
−$65,056.25

Asset Allocation

Stocks/ETFs
+5.22%
$185.4 M 99.98%
Options
$0 0.00%
Debt
-0.56%
$26,600 0.01%
Other
-4.49%
$5,313 0.00%

Sector Allocation (Stocks)

Pinney & Scofield Q1 2026 Filing Summary

Pinney & Scofield, Inc. filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 185.44 M reflecting a +5.22% change from the prior quarter, spanning 243 assets. The top 10 holdings comprised 71.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 34 new positions and 3 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Pinney & Scofield’s Q1 2026 Filing

Pinney & Scofield submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Pinney & Scofield reported a managed portfolio value of 185.44 M, consisting of 243 individual positions.

This page displays the raw filing documents. To see which stocks Pinney & Scofield bought or sold during Q1 2026, please visit Pinney & Scofield's Portfolio Analysis page.