Pinney & Scofield, Inc. holds a focused book of 232 reported positions worth $204.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Dimensional US Small Cap ETF. Their largest long position is Dimensional Inflation-Protec at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +27% (+24.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Pinney & Scofield, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
15% mapped to company sectors
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pinney & Scofield, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 49 / 80 | $279.3B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Richard Young Associates, Ltd. | 15 / 80 | $135.1M |
| Draper Asset Management, LLC | 9 / 80 | $174.6M |
| Fort Henry Capital, LLC | 9 / 80 | $158.8M |
| Planning Project LLC | 8 / 80 | $434.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Pinney & Scofield, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $25.4M | 615.6K | 12.4% | ▲+9.0% Added · +51K sh | |
| 2 | Dimensional ETF Trust US SMALL CAP ETF | $24.0M | 291.0K | 11.7% | ▼−0.5% Reduced · −1K sh | |
| 3 | Dimensional ETF Trust INTERNATNAL VAL | $22.9M | 424.3K | 11.2% | ▼−0.1% Reduced · −534 sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $17.2M | 311.8K | 8.4% | ▼−1.8% Reduced · −6K sh | |
| 5 | Dimensional ETF Trust US TARGETED VLU | $12.4M | 177.7K | 6.1% | ▼−1.2% Reduced · −2K sh | |
| 6 | Dimensional ETF Trust US REAL ESTATE E | $11.5M | 439.6K | 5.6% | ▲+1.9% Added · +8K sh | |
| 7 | Dimensional ETF Trust INTL SMALL CAP V | $9.8M | 245.1K | 4.8% | ▲+0.4% Added · +904 sh | |
| 8 | Eli Lilly & Co COM | $8.9M | 7.4K | 4.3% | —Held | |
| 9 | Dimensional ETF Trust US SMALL CAP VAL | $8.0M | 205.7K | 3.9% | ▼−1.1% Reduced · −2K sh | |
| 10 | Apple Inc COM | $6.5M | 22.5K | 3.2% | ▲+0.3% Added · +58 sh | |
| 11 | Dimensional ETF Trust US LARGE CAP VAL | $6.2M | 156.0K | 3.0% | ▲+4.3% Added · +7K sh | |
| 12 | Dimensional ETF Trust INTL SMALL CAP E | $4.8M | 136.2K | 2.3% | ▲+2.5% Added · +3K sh | |
| 13 | Dimensional ETF Trust INTL HIGH PROFIT | $4.0M | 118.4K | 2.0% | ▲+6.1% Added · +7K sh | |
| 14 | Nvidia Corporation COM | $3.7M | 18.5K | 1.8% | ▼−0.1% Reduced · −25 sh | |
| 15 | Vanguard BD Index FDS LONG TERM BOND | $3.3M | 47.2K | 1.6% | ▲+2.4% Added · +1K sh | |
| 16 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $2.3M | 20.1K | 1.1% | ▼−7.7% Reduced · −2K sh | |
| 17 | Dimensional ETF Trust EMERGING MKTS CO | $2.2M | 55.2K | 1.1% | ▲+6.3% Added · +3K sh | |
| 18 | Dimensional ETF Trust EMERGING MKTS VA | $2.0M | 47.0K | 1.0% | ▼−0.2% Reduced · −108 sh | |
| 19 | Vanguard Index FDS GROWTH ETF | $2.0M | 22.9K | 1.0% | ▲+561% Added · +19K sh | |
| 20 | Dimensional ETF Trust CORE FIXED INCOM | $1.6M | 37.5K | 0.8% | ▲~0% Added · +2 sh | |
| 21 | Ishares TR CORE MSCI EAFE | $1.2M | 12.8K | 0.6% | ▼−2.1% Reduced · −276 sh | |
| 22 | Ishares TR RUS MID CAP ETF | $1.2M | 10.8K | 0.6% | —Held | |
| 23 | Ishares TR SHRT NAT MUN ETF | $1.2M | 11.0K | 0.6% | —Held | |
| 24 | Dimensional ETF Trust EMERGING MKTS HI | $1.0M | 23.6K | 0.5% | ▼−5.2% Reduced · −1K sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $985K | 12.8K | 0.5% | —Held | |
| 26 | Ishares TR CORE S&P500 ETF | $916K | 1.2K | 0.4% | ▼−3.0% Reduced · −38 sh | |
| 27 | Alphabet Inc CAP STK CL A | $870K | 2.4K | 0.4% | —Held | |
| 28 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.4% | —Held | |
| 29 | Amazon Com Inc COM | $539K | 2.3K | 0.3% | —Held | |
| 30 | Vanguard Scottsdale FDS LG-TERM COR BD | $526K | 7.0K | 0.3% | ▲+46% Added · +2K sh | |
| 31 | Ishares Inc CORE MSCI EMKT | $526K | 6.3K | 0.3% | —Held | |
| 32 | Alphabet Inc CAP STK CL C | $515K | 1.5K | 0.3% | —Held | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $501K | 1.0K | 0.2% | —Held | |
| 34 | Exxon Mobil Corp COM | $471K | 3.4K | 0.2% | ▲New New position | |
| 35 | Vanguard Scottsdale FDS LONG TERM TREAS | $443K | 8.0K | 0.2% | ▲+29% Added · +2K sh | |
| 36 | Ishares TR CORE S&P SCP ETF | $431K | 2.9K | 0.2% | —Held | |
| 37 | Dimensional ETF Trust EMGR CRE EQT MNG | $426K | 10.6K | 0.2% | ▲+13% Added · +1K sh | |
| 38 | JPMorgan Chase & Co. COM | $395K | 1.2K | 0.2% | —Held | |
| 39 | Microsoft Corp COM | $377K | 1.0K | 0.2% | —Held | |
| 40 | Ge Aerospace COM NEW | $374K | 1.0K | 0.2% | ▲+15% Added · +128 sh | |
| 41 | Costco WHSL Corp New COM | $341K | 364 | 0.2% | —Held | |
| 42 | Vanguard BD Index FDS TOTAL BND MRKT | $332K | 4.5K | 0.2% | ▲+76% Added · +2K sh | |
| 43 | Vanguard Index Funds REAL ESTATE ETF | $315K | 3.3K | 0.2% | ▲+0.1% Added · +2 sh | |
| 44 | Bank Montreal Que COM | $300K | 1.7K | 0.1% | —Held | |
| 45 | Schwab Strategic TR US LRG CAP ETF | $295K | 10.0K | 0.1% | ▼−1.7% Reduced · −173 sh | |
| 46 | Procter And Gamble Co COM | $293K | 2.0K | 0.1% | —Held | |
| 47 | Ishares TR JPMORGAN USD EMG | $289K | 3.0K | 0.1% | ▼−5.8% Reduced · −186 sh | |
| 48 | Ge Vernova Inc COM | $289K | 246 | 0.1% | ▲+14% Added · +31 sh | |
| 49 | Umb Finl Corp COM | $263K | 1.8K | 0.1% | —Held | |
| 50 | Dimensional ETF Trust SHORT DURATION F | $248K | 5.2K | 0.1% | ▲+21% Added · +891 sh |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.