Pinney & Scofield, Inc. holds a focused book of 243 stocks worth $185.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL A and trimmed Dimensional International Va. Their largest long position is Dimensional Inflation-Protec at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056763/holdings"
Use Arkolith to show PINNEY & SCOFIELD, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust INFLATION PROTE | $23.6M | 564.9K | 12.7% | ▲+8.5% Added · +44K sh | |
| 2 | Dimensional ETF Trust INTERNATNAL VAL | $22.4M | 424.8K | 12.1% | ▼−1.9% Reduced · −8K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $20.8M | 292.4K | 11.2% | ▲+1.4% Added · +4K sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $15.4M | 317.4K | 8.3% | ▼−0.6% Reduced · −2K sh | |
| 5 | Dimensional ETF Trust US TARGETED VLU | $11.2M | 179.9K | 6.1% | ▼−0.4% Reduced · −781 sh | |
| 6 | Dimensional ETF Trust US REAL ESTATE E | $10.2M | 431.3K | 5.5% | ▲+16% Added · +58K sh | |
| 7 | Dimensional ETF Trust INTL SMALL CAP V | $9.6M | 244.2K | 5.2% | ▼−0.7% Reduced · −2K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP VAL | $7.3M | 208.0K | 3.9% | ▲+6.2% Added · +12K sh | |
| 9 | Eli Lilly & Co COM | $6.8M | 7.4K | 3.7% | —Held | |
| 10 | Apple Inc COM | $5.7M | 22.5K | 3.1% | ▼−1.0% Reduced · −225 sh | |
| 11 | Dimensional ETF Trust US LARGE CAP VAL | $5.3M | 149.5K | 2.9% | ▲+3.5% Added · +5K sh | |
| 12 | Dimensional ETF Trust INTL SMALL CAP E | $4.5M | 132.8K | 2.4% | ▲+0.4% Added · +557 sh | |
| 13 | Dimensional ETF Trust INTL HIGH PROFIT | $3.6M | 111.5K | 1.9% | ▲+9.0% Added · +9K sh | |
| 14 | Nvidia Corporation COM | $3.2M | 18.5K | 1.7% | ▼−0.1% Reduced · −25 sh | |
| 15 | Vanguard BD Index FDS LONG TERM BOND | $3.2M | 46.1K | 1.7% | ▲+0.4% Added · +198 sh | |
| 16 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $2.1M | 21.8K | 1.1% | ▲+5.4% Added · +1K sh | |
| 17 | Dimensional ETF Trust EMERGING MKTS CO | $1.8M | 51.9K | 1.0% | ▲+0.5% Added · +274 sh | |
| 18 | Dimensional ETF Trust EMERGING MKTS VA | $1.7M | 47.1K | 0.9% | ▲+5.3% Added · +2K sh | |
| 19 | Dimensional ETF Trust CORE FIXED INCOM | $1.6M | 37.5K | 0.9% | ▲+23% Added · +7K sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $1.5M | 3.5K | 0.8% | ▲+55% Added · +1K sh | |
| 21 | Ishares TR CORE MSCI EAFE | $1.2M | 13.1K | 0.6% | —Held | |
| 22 | Ishares TR SHRT NAT MUN ETF | $1.2M | 11.0K | 0.6% | —Held | |
| 23 | Ishares TR RUS MID CAP ETF | $1.0M | 10.8K | 0.6% | ▲+1.5% Added · +160 sh | |
| 24 | Ishares TR CORE S&P MCP ETF | $863K | 12.8K | 0.5% | —Held | |
| 25 | Dimensional ETF Trust EMERGING MKTS HI | $841K | 24.9K | 0.5% | ▲+0.7% Added · +163 sh | |
| 26 | Ishares TR CORE S&P500 ETF | $824K | 1.3K | 0.4% | ▲+11% Added · +127 sh | |
| 27 | Berkshire Hathaway Inc Del CL A | $718K | 1 | 0.4% | ▲New New position | |
| 28 | Alphabet Inc CAP STK CL A | $700K | 2.4K | 0.4% | —Held | |
| 29 | Exxon Mobil Corp COM | $586K | 3.5K | 0.3% | ▼−0.3% Reduced · −10 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $480K | 1.0K | 0.3% | —Held | |
| 31 | Amazon Com Inc COM | $471K | 2.3K | 0.3% | —Held | |
| 32 | Ishares Inc CORE MSCI EMKT | $442K | 6.3K | 0.2% | ▲+0.8% Added · +50 sh | |
| 33 | Alphabet Inc CAP STK CL C | $418K | 1.5K | 0.2% | —Held | |
| 34 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $416K | 7.7K | 0.2% | ▼−5.3% Reduced · −435 sh | |
| 35 | Microsoft Corp COM | $374K | 1.0K | 0.2% | —Held | |
| 36 | Costco WHSL Corp New COM | $363K | 364 | 0.2% | —Held | |
| 37 | Ishares TR CORE S&P SCP ETF | $361K | 2.9K | 0.2% | —Held | |
| 38 | Vanguard Scottsdale FDS LG-TERM COR BD | $358K | 4.8K | 0.2% | ▲+232% Added · +3K sh | |
| 39 | JPMorgan Chase & Co. COM | $355K | 1.2K | 0.2% | —Held | |
| 40 | Vanguard Scottsdale FDS LONG TERM TREAS | $343K | 6.2K | 0.2% | ▲+198% Added · +4K sh | |
| 41 | Dimensional ETF Trust EMGR CRE EQT MNG | $317K | 9.4K | 0.2% | ▲+11% Added · +905 sh | |
| 42 | Ishares TR JPMORGAN USD EMG | $299K | 3.2K | 0.2% | —Held | |
| 43 | Vanguard Index Funds REAL ESTATE ETF | $290K | 3.3K | 0.2% | ▲+0.1% Added · +3 sh | |
| 44 | Procter And Gamble Co COM | $289K | 2.0K | 0.2% | —Held | |
| 45 | Schwab Strategic TR US LRG CAP ETF | $261K | 10.2K | 0.1% | —Held | |
| 46 | NextEra Energy Inc COM | $260K | 2.8K | 0.1% | —Held | |
| 47 | Ge Aerospace COM NEW | $248K | 873 | 0.1% | —Held | |
| 48 | Tesla Inc COM | $238K | 640 | 0.1% | ▼−21% Reduced · −175 sh | |
| 49 | Meta Platforms Inc CL A | $232K | 405 | 0.1% | —Held | |
| 50 | Bank Montreal Que COM | $230K | 1.7K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.