Pinney & Scofield, Inc. Portfolio Holdings

Pinney & Scofield, Inc.

  • $161 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.9 Billion 12.33% of portfolio
430,483
Q3 2025 Added 1.25%
$0
$19 Billion 11.77% of portfolio
276,808
Q3 2025 Added 1.69%
$0
$18.7 Billion 11.61% of portfolio
442,607
Q3 2025 Added 10.57%
$0
$14.5 Billion 9.03% of portfolio
325,421
Q3 2025 Reduced 0.56%
$0
$10.7 Billion 6.65% of portfolio
184,035
Q3 2025 Reduced 0.24%
$0
$8.41 Billion 5.22% of portfolio
235,737
Q3 2025 Added 1.59%
$0
$7.95 Billion 4.94% of portfolio
333,430
Q3 2025 Added 18.34%
$0
$6.03 Billion 3.74% of portfolio
189,316
Q3 2025 Added 18.27%
$971B
$5.64 Billion 3.5% of portfolio
7,387
Q2 2025 Added 0.15%
$4.3T
$5.61 Billion 3.48% of portfolio
22,026
Q3 2025 Reduced 8.44%
Dimensional ETF Trust
-
$3.88 Billion 2.41% of portfolio
-
Q3 2025 Added 7.9%
$0
$3.84 Billion 2.39% of portfolio
121,543
Q3 2025 Added 1.97%
$465B
$3.48 Billion 2.16% of portfolio
18,662
Q3 2025 Added 1.08%
$0
$2.81 Billion 1.74% of portfolio
39,595
Q3 2025 Added 37.99%
$0
$2.72 Billion 1.69% of portfolio
89,440
Q3 2025 Added 8.63%
$0
$1.9 Billion 1.18% of portfolio
21,574
Q3 2025 Reduced 0.64%
$0
$1.43 Billion 0.89% of portfolio
44,775
Q3 2025 Added 1.36%
$0
$1.17 Billion 0.73% of portfolio
13,378
Q3 2025 Reduced 0.36%
$0
$1.17 Billion 0.73% of portfolio
10,985
Q3 2025 Reduced 4.06%
$0
$1.12 Billion 0.7% of portfolio
26,301
Q3 2025 Added 22.84%
$0
$1.02 Billion 0.64% of portfolio
10,600
Q4 2024 New
$0
$834 Million 0.52% of portfolio
12,780
Q4 2024 New
$0
$834 Million 0.52% of portfolio
1,740
Q3 2025 Reduced 1.92%
$0
$759 Million 0.47% of portfolio
1,134
Q4 2024 New
$1.65T
$592 Million 0.37% of portfolio
2,434
Q1 2025 Reduced 0.61%
$3.78T
$540 Million 0.34% of portfolio
1,042
Q2 2025 Added 6.98%
$2.39T
$501 Million 0.31% of portfolio
2,283
Q2 2025 Added 3.16%
$0
$496 Million 0.31% of portfolio
16,247
Q3 2025 Added 5.6%
$662B
$462 Million 0.29% of portfolio
918
Q2 2025 Reduced 17.0%
$0
$441 Million 0.27% of portfolio
8,135
Q4 2024 New
$0
$414 Million 0.26% of portfolio
6,279
Q4 2024 New
$1.29T
$407 Million 0.25% of portfolio
915
Q3 2025 Added 1.67%
$490B
$391 Million 0.24% of portfolio
3,465
Q1 2025 Added 9.48%
$0
$345 Million 0.21% of portfolio
2,904
Q4 2024 New
$881B
$334 Million 0.21% of portfolio
1,059
Q2 2025 Added 4.85%
$0
$339 Million 0.21% of portfolio
3,558
Q2 2025 Added 18.6%
$404B
$337 Million 0.21% of portfolio
364
Q4 2024 New
$346B
$307 Million 0.19% of portfolio
1,998
Q4 2024 New
$0
$298 Million 0.19% of portfolio
3,262
Q3 2025 Added 0.09%
$1.37T
$305 Million 0.19% of portfolio
415
Q2 2025 Added 6.96%
$0
$266 Million 0.17% of portfolio
3,471
Q4 2024 New
$1.74T
$266 Million 0.17% of portfolio
1,093
Q2 2025 Added 12.8%
$0
$269 Million 0.17% of portfolio
10,197
Q4 2024 New
$328B
$262 Million 0.16% of portfolio
872
Q3 2025 Added 0.11%
$0
$259 Million 0.16% of portfolio
8,222
Q3 2025 Added 0.69%
$266B
$233 Million 0.14% of portfolio
826
Q3 2025 Added 0.12%
$83.6B
$221 Million 0.14% of portfolio
1,700
Q4 2024 New
$168B
$211 Million 0.13% of portfolio
2,800
Q2 2025 Added 3.7%
$533B
$204 Million 0.13% of portfolio
597
Q2 2025 Added 4.01%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $161 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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