Institutional Fund
Pinney & Scofield, Inc.
Cambridge, MACIK 20567635 filings on record
Portfolio Value
$185.44M
Q1 2026
Holdings
243
Reported positions
New Buys
34
Opened this quarter
QoQ Change
+5.2%
from $176.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.7%
- Dimensional ETF Trust12.1%
- Dimensional ETF Trust11.2%
- Dimensional ETF Trust8.3%
- Dimensional ETF Trust6.1%
- Dimensional ETF Trust5.5%
- Other44.1%
Portfolio Holdings
243 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 564.9K | $23.57M | 12.7% | +44.4K | Added |
| 2 | Dimensional ETF Trust | 424.8K | $22.42M | 12.1% | −8.4K | Reduced |
| 3 | Dimensional ETF Trust | 292.4K | $20.80M | 11.2% | +4.0K | Added |
| 4 | Dimensional ETF Trust | 317.4K | $15.38M | 8.3% | −2.0K | Reduced |
| 5 | Dimensional ETF Trust | 179.9K | $11.23M | 6.1% | −781 | Reduced |
| 6 | Dimensional ETF Trust | 431.3K | $10.20M | 5.5% | +57.9K | Added |
| 7 | Dimensional ETF Trust | 244.2K | $9.63M | 5.2% | −1.8K | Reduced |
| 8 | Dimensional ETF Trust | 208.0K | $7.29M | 3.9% | +12.1K | Added |
| 9 | Eli Lilly & Co | 7.4K | $6.79M | 3.7% | 0 | Held |
| 10 | Apple Inc | 22.5K | $5.70M | 3.1% | −225 | Reduced |
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