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Pinney & Scofield - Q2 2026 13F Filings

PI

Pinney & Scofield, Inc.

CIK: 0002056763
Address: Massachusetts Cambridge 22 Hilliard Street
$204.55 M
Portfolio Value
232
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFIP Dimensional Inflation-Protected Securities Etf
+$2.09 M
2. VUG Vanguard Growth Etf
+$1.68 M
3. DFLV Dimensional Us Large Cap Value Etf
+$257,445.08
4. DIHP Dimensional International High Profitability Etf
+$233,756.2
5. DFAR Dimensional Us Real Estate Etf
+$216,029.32

Top Sells

Q2 2026
1. VWO Vanguard Ftse Emerging Markets Etf
−$455,161.67
2. DFUV Dimensional Us Marketwide Value Etf
−$312,841.6
3. VPL Vanguard Ftse Pacific Etf
−$193,662.75
4. DFAT Dimensional Us Targeted Value Etf
−$150,564.47
5. DFAS Dimensional Us Small Cap Etf
−$116,840.42

Asset Allocation

Stocks/ETFs
+10.31%
$204.51 M 99.98%
Options
$0 0.00%
Debt
+0.47%
$26,725 0.01%
Other
+14.93%
$6,106 0.00%

Sector Allocation (Stocks)

Pinney & Scofield Q2 2026 Filing Summary

Pinney & Scofield, Inc. filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 204.55 M reflecting a +10.31% change from the prior quarter, spanning 232 assets. The top 10 holdings comprised 71.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 12 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Pinney & Scofield’s Q2 2026 Filing

Pinney & Scofield submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Pinney & Scofield reported a managed portfolio value of 204.55 M, consisting of 232 individual positions.

This page displays the raw filing documents. To see which stocks Pinney & Scofield bought or sold during Q2 2026, please visit Pinney & Scofield's Portfolio Analysis page.