Holders — by stockHoldings — by fund
PINNEY & SCOFIELD, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056763
$204.5M
disclosed book value
232
positions
12.4%
largest position share
Positions, as of 2026-06-30
top 100 of 232 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFIPDIMENSIONAL ETF TRUST | 615,557 | $25.4M | 12.4% |
| 2 | DFASDIMENSIONAL ETF TRUST | 290,953 | $24.0M | 11.7% |
| 3 | DFIVDIMENSIONAL ETF TRUST | 424,299 | $22.9M | 11.2% |
| 4 | DFUVDIMENSIONAL ETF TRUST | 311,762 | $17.2M | 8.4% |
| 5 | DFATDIMENSIONAL ETF TRUST | 177,700 | $12.4M | 6.1% |
| 6 | DFARDIMENSIONAL ETF TRUST | 439,581 | $11.5M | 5.6% |
| 7 | DISVDIMENSIONAL ETF TRUST | 245,067 | $9.8M | 4.8% |
| 8 | LLYELI LILLY & CO | 7,379 | $8.9M | 4.3% |
| 9 | DFSVDIMENSIONAL ETF TRUST | 205,689 | $8.0M | 3.9% |
| 10 | AAPLAPPLE INC | 22,530 | $6.5M | 3.2% |
| 11 | DFLVDIMENSIONAL ETF TRUST | 155,964 | $6.2M | 3% |
| 12 | DFISDIMENSIONAL ETF TRUST | 136,162 | $4.8M | 2.3% |
| 13 | DIHPDIMENSIONAL ETF TRUST | 118,359 | $4.0M | 2% |
| 14 | NVDANVIDIA CORPORATION | 18,513 | $3.7M | 1.8% |
| 15 | BLVVANGUARD BD INDEX FDS | 47,237 | $3.3M | 1.6% |
| 16 | VPLVANGUARD INTL EQUITY INDEX F | 20,117 | $2.3M | 1.1% |
| 17 | DFEMDIMENSIONAL ETF TRUST | 55,200 | $2.2M | 1.1% |
| 18 | DFEVDIMENSIONAL ETF TRUST | 46,990 | $2.0M | 1% |
| 19 | VUGVANGUARD INDEX FDS | 22,919 | $2.0M | 1% |
| 20 | DFCFDIMENSIONAL ETF TRUST | 37,475 | $1.6M | 0.8% |
| 21 | IEFAISHARES TR | 12,827 | $1.2M | 0.6% |
| 22 | IWRISHARES TR | 10,760 | $1.2M | 0.6% |
| 23 | SUBISHARES TR | 10,985 | $1.2M | 0.6% |
| 24 | DEHPDIMENSIONAL ETF TRUST | 23,602 | $1.0M | 0.5% |
| 25 | IJHISHARES TR | 12,780 | $985,466 | 0.5% |
| 26 | IVVISHARES TR | 1,223 | $915,892 | 0.4% |
| 27 | GOOGLALPHABET INC | 2,434 | $869,839 | 0.4% |
| 28 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.4% |
| 29 | AMZNAMAZON COM INC | 2,260 | $538,648 | 0.3% |
| 30 | VCLTVANGUARD SCOTTSDALE FDS | 6,996 | $526,437 | 0.3% |
| 31 | IEMGISHARES INC | 6,344 | $525,537 | 0.3% |
| 32 | GOOGALPHABET INC | 1,457 | $514,802 | 0.3% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,002 | $501,391 | 0.2% |
| 34 | XOMEXXON MOBIL CORP | 3,445 | $471,000 | 0.2% |
| 35 | VGLTVANGUARD SCOTTSDALE FDS | 8,027 | $442,947 | 0.2% |
| 36 | IJRISHARES TR | 2,904 | $430,692 | 0.2% |
| 37 | DFAEDIMENSIONAL ETF TRUST | 10,602 | $426,312 | 0.2% |
| 38 | JPMJPMORGAN CHASE & CO. | 1,208 | $395,415 | 0.2% |
| 39 | MSFTMICROSOFT CORP | 1,011 | $377,103 | 0.2% |
| 40 | GEGE AEROSPACE | 1,001 | $374,237 | 0.2% |
| 41 | COSTCOSTCO WHSL CORP NEW | 364 | $340,511 | 0.2% |
| 42 | BNDVANGUARD BD INDEX FDS | 4,519 | $331,738 | 0.2% |
| 43 | VNQVANGUARD INDEX FUNDS | 3,270 | $315,335 | 0.2% |
| 44 | BMOBANK MONTREAL QUE | 1,700 | $300,390 | 0.1% |
| 45 | SCHXSCHWAB STRATEGIC TR | 10,024 | $295,006 | 0.1% |
| 46 | PGPROCTER AND GAMBLE CO | 1,998 | $292,987 | 0.1% |
| 47 | EMBISHARES TR | 3,000 | $289,320 | 0.1% |
| 48 | GEVGE VERNOVA INC | 246 | $289,016 | 0.1% |
| 49 | UMBFUMB FINL CORP | 1,841 | $262,860 | 0.1% |
| 50 | DFSDDIMENSIONAL ETF TRUST | 5,184 | $247,548 | 0.1% |
| 51 | TSLATESLA INC | 585 | $246,051 | 0.1% |
| 52 | NEENEXTERA ENERGY INC | 2,800 | $245,756 | 0.1% |
| 53 | CSCOCISCO SYS INC | 2,047 | $240,441 | 0.1% |
| 54 | IBMINTERNATIONAL BUSINESS MACHS | 827 | $232,662 | 0.1% |
| 55 | METAMETA PLATFORMS INC | 405 | $228,132 | 0.1% |
| 56 | DFAIDIMENSIONAL ETF TRUST | 5,383 | $222,068 | 0.1% |
| 57 | VVISA INC | 589 | $202,080 | 0.1% |
| 58 | SCZISHARES TR | 2,390 | $196,625 | 0.1% |
| 59 | UNPUNION PAC CORP | 718 | $195,271 | 0.1% |
| 60 | BSVVANGUARD BD INDEX FDS | 2,414 | $188,068 | 0.1% |
| 61 | VTVVANGUARD INDEX FDS | 841 | $183,279 | 0.1% |
| 62 | IWNISHARES TR | 810 | $179,172 | 0.1% |
| 63 | DELLDELL TECHNOLOGIES INC | 381 | $164,386 | 0.1% |
| 64 | TAT&T INC | 7,666 | $158,691 | 0.1% |
| 65 | AMDADVANCED MICRO DEVICES INC | 262 | $152,198 | 0.1% |
| 66 | UNHUNITEDHEALTH GROUP INC | 355 | $147,549 | 0.1% |
| 67 | CVSCVS HEALTH CORP | 1,350 | $139,658 | 0.1% |
| 68 | CSXCSX CORP | 2,925 | $139,025 | 0.1% |
| 69 | CGNXCOGNEX CORP | 1,882 | $136,294 | 0.1% |
| 70 | VCSHVANGUARD SCOTTSDALE FDS | 1,652 | $130,558 | 0.1% |
| 71 | PFEPFIZER INC | 5,321 | $128,130 | 0.1% |
| 72 | VOOVANGUARD INDEX FDS | 186 | $127,790 | 0.1% |
| 73 | SCHGSCHWAB STRATEGIC TR | 3,760 | $127,238 | 0.1% |
| 74 | SCHCSCHWAB STRATEGIC TR | 2,625 | $126,319 | 0.1% |
| 75 | ABBVABBVIE INC | 478 | $120,284 | 0.1% |
| 76 | AGGISHARES TR | 1,192 | $117,984 | 0.1% |
| 77 | SYKSTRYKER CORPORATION | 360 | $113,342 | 0.1% |
| 78 | DISDISNEY WALT CO | 1,158 | $111,458 | 0.1% |
| 79 | TXNTEXAS INSTRS INC | 370 | $110,286 | 0.1% |
| 80 | CMECME GROUP INC | 498 | $109,973 | 0.1% |
| 81 | DFAWDIMENSIONAL ETF TRUST | 1,287 | $106,570 | 0.1% |
| 82 | ADPAUTOMATIC DATA PROCESSING INC | 450 | $100,778 | 0% |
| 83 | WDCWESTERN DIGITAL CORP | 150 | $95,808 | 0% |
| 84 | ADIANALOG DEVICES INC | 241 | $95,718 | 0% |
| 85 | MDYSPDR S&P MIDCAP 400 ETF TR | 134 | $94,248 | 0% |
| 86 | INTCINTEL CORP | 666 | $92,994 | 0% |
| 87 | VGKVANGUARD INTL EQUITY INDEX F | 1,044 | $92,439 | 0% |
| 88 | SPYVSPDR SER TR | 1,514 | $92,036 | 0% |
| 89 | SCHFSCHWAB STRATEGIC TR | 3,197 | $88,553 | 0% |
| 90 | BPBP PLC | 2,368 | $87,498 | 0% |
| 91 | SPYSPDR S&P 500 ETF TR | 117 | $87,372 | 0% |
| 92 | DFSEDIMENSIONAL ETF TRUST | 1,771 | $86,573 | 0% |
| 93 | BABOEING CO | 367 | $79,444 | 0% |
| 94 | YUMYUM BRANDS INC | 467 | $74,655 | 0% |
| 95 | IWPISHARES TR | 509 | $74,523 | 0% |
| 96 | TTTRANE TECHNOLOGIES PLC | 150 | $73,674 | 0% |
| 97 | KHCKRAFT HEINZ CO | 3,103 | $73,293 | 0% |
| 98 | AMGNAMGEN INC | 200 | $72,424 | 0% |
| 99 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 150 | $71,636 | 0% |
| 100 | SCHASCHWAB STRATEGIC TR | 1,936 | $69,946 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.