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Pinney & Scofield - Q4 2025 13F Filings

PI

Pinney & Scofield, Inc.

CIK: 0002056763
Address: Massachusetts Cambridge 22 Hilliard Street
$176.23 M
Portfolio Value
212
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFIP Dimensional Inflation-Protected Securities Etf
+$3.23 M
2. DFAR Dimensional Us Real Estate Etf
+$915,177.98
3. DFLV Dimensional Us Large Cap Value Etf
+$908,825
4. DFAS Dimensional Us Small Cap Etf
+$803,644.58
5. DEHP Dimensional Emrg Mrk Hi Prof
+$797,739
6. BLV Vanguard Long-Term Bond Etf
+$439,712.15

Top Sells

Q4 2025
1. DFUV Dimensional Us Marketwide Value Etf
−$275,905.75
2. DFAT Dimensional Us Targeted Value Etf
−$202,435.83
3. VPL Vanguard Ftse Pacific Etf
−$81,720.64
4. AMT American Tower Corporation
−$51,266.38
5. TSLA Tesla
−$44,972.02

Asset Allocation

Stocks/ETFs
+9.81%
$176.2 M 99.98%
Options
$0 0.00%
Debt
-4.12%
$26,750 0.02%
Other
-99.03%
$5,563 0.00%

Sector Allocation (Stocks)

Pinney & Scofield Q4 2025 Filing Summary

Pinney & Scofield, Inc. filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 176.23 M reflecting a +9.42% change from the prior quarter, spanning 212 assets. The top 10 holdings comprised 72.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 8 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Pinney & Scofield’s Q4 2025 Filing

Pinney & Scofield submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Pinney & Scofield reported a managed portfolio value of 176.23 M, consisting of 212 individual positions.

This page displays the raw filing documents. To see which stocks Pinney & Scofield bought or sold during Q4 2025, please visit Pinney & Scofield's Portfolio Analysis page.