StockDriftsStockDriftsTop 50 Pinney & Scofield INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIP | DIMENSIONAL ETF TRUST | 12.42% | 615.6K | $25.4M | +8.97%(+50.67K) | $41.51(-2.34%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 11.71% | 291.0K | $24.0M | -0.49%(-1.42K) | $65.06(+28.53%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 11.21% | 424.3K | $22.9M | -0.13%(-534) | $36.96(+56.74%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 8.38% | 311.8K | $17.2M | -1.79%(-5.69K) | $41.30(+38.85%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.07% | 177.7K | $12.4M | -1.20%(-2.15K) | $55.65(+29.72%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 5.62% | 439.6K | $11.5M | +1.91%(+8.26K) | $24.00(+8.96%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 4.81% | 245.1K | $9.8M | +0.37%(+904) | $28.34(+54.51%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.33% | 7.4K | $8.9M | +0.00%(+0) | $828.93(+48.25%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 3.9% | 205.7K | $8.0M | -1.10%(-2.30K) | $30.59(+32.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.19% | 22.5K | $6.5M | +0.26%(+58) | $232.78(+31.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.33% |
Pinney & Scofield INC reports $204.55M in US-listed equity holdings across 232 positions in its most recent 13F filing. Its largest disclosed positions are DFIP (12.4%), DFAS (11.7%) and DFIV (11.2%). The top 20 holdings account for 87.31% of reported assets. Its disclosed equity book has returned +29.02% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pinney & Scofield INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056763). View Pinney & Scofield INC’s 13F filings on SEC