Pinney & Scofield, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $19.9B, Dimensional ETF Tr U S Small C with a value of $19B, Dimensional ETF Tr Inflation P with a value of $18.7B, Dimensional ETF Tr Us Marketwi with a value of $14.5B, and Dimensional ETF Tr U S Target with a value of $10.7B.
Examining the 13F form we can see an increase of $13.3B in the current position value, from $148B to 161B.
Pinney & Scofield, Inc. is based out at Cambridge, MA
Below you can find more details about Pinney & Scofield, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$161 Billion
ETFs: $132 Billion
Technology: $10.5 Billion
Healthcare: $6.39 Billion
Communication Services: $1.66 Billion
Financial Services: $1.55 Billion
Consumer Cyclical: $1.13 Billion
Industrials: $1.12 Billion
Consumer Defensive: $883 Million
Other: $1.22 Billion
Stock Holdings Table Market Cap. of $200 Billions or more