PINNEY & SCOFIELD, INC. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$176.2M

Holdings

212

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (212 positions)

StockValue
DFIPDIMENSIONAL ETF TRUST
$21.6M
DFIVDIMENSIONAL ETF TRUST
$21.6M
DFASDIMENSIONAL ETF TRUST
$20.1M
DFUVDIMENSIONAL ETF TRUST
$14.9M
DFATDIMENSIONAL ETF TRUST
$10.8M
DISVDIMENSIONAL ETF TRUST
$9.3M
DFARDIMENSIONAL ETF TRUST
$8.6M
LLYELI LILLY & CO
$7.9M
DFSVDIMENSIONAL ETF TRUST
$6.4M
AAPLAPPLE INC
$6.2M
DFLVDIMENSIONAL ETF TRUST
$4.9M
DFISDIMENSIONAL ETF TRUST
$4.4M
NVDANVIDIA CORPORATION
$3.5M
DIHPDIMENSIONAL ETF TRUST
$3.2M
BLVVANGUARD BD INDEX FDS
$3.2M
VPLVANGUARD INTL EQUITY INDEX F
$1.9M
DFEMDIMENSIONAL ETF TRUST
$1.7M
DFEVDIMENSIONAL ETF TRUST
$1.5M
DFCFDIMENSIONAL ETF TRUST
$1.3M
SUBISHARES TR
$1.2M
AQLTISHARES TR
$1.2M
VUGVANGUARD INDEX FDS
$1.1M
IWRISHARES TR
$1.0M
IJHISHARES TR
$843K
DEHPDIMENSIONAL ETF TRUST
$797K
IVVISHARES TR
$776K
GOOGLALPHABET INC
$761K
AMZNAMAZON COM INC
$521K
BRK/BBERKSHIRE HATHAWAY INC DEL
$503K
MSFTMICROSOFT CORP
$488K
GOOGALPHABET INC
$457K
VWOVANGUARD INTL EQUITY INDEX F
$437K
IEMGISHARES INC
$423K
XOMEXXON MOBIL CORP
$416K
JPMJPMORGAN CHASE & CO.
$389K
TSLATESLA INC
$366K
IJRISHARES TR
$349K
COSTCOSTCO WHSL CORP NEW
$313K
EMBISHARES TR
$306K
VNQVANGUARD INDEX FUNDS
$288K
PGPROCTER AND GAMBLE CO
$286K
DFAEDIMENSIONAL ETF TRUST
$275K
SCHXSCHWAB STRATEGIC TR
$274K
SCZISHARES TR
$269K
GEGE AEROSPACE
$268K
METAMETA PLATFORMS INC
$267K
IBMINTERNATIONAL BUSINESS MACHS
$244K
NEENEXTERA ENERGY INC
$224K
BMOBANK MONTREAL QUE
$220K
VTVVANGUARD INDEX FDS
$212K
VVISA INC
$206K
TAT&T INC
$190K
BSVVANGUARD BD INDEX FDS
$185K
DFSDDIMENSIONAL ETF TRUST
$185K
DFAIDIMENSIONAL ETF TRUST
$171K
UNPUNION PAC CORP
$166K
BNDVANGUARD BD INDEX FDS
$158K
CSCOCISCO SYS INC
$157K
UMBFUMB FINL CORP
$154K
SCHCSCHWAB STRATEGIC TR
$147K
IWNISHARES TR
$146K
GEVGE VERNOVA INC
$140K
IWBISHARES TR
$134K
PFEPFIZER INC
$132K
VCSHVANGUARD SCOTTSDALE FDS
$131K
DISDISNEY WALT CO
$131K
SYKSTRYKER CORPORATION
$126K
SCHGSCHWAB STRATEGIC TR
$122K
CVSCVS HEALTH CORP
$119K
UNHUNITEDHEALTH GROUP INC
$117K
VGLTVANGUARD SCOTTSDALE FDS
$116K
ADPAUTOMATIC DATA PROCESSING INC
$115K
VOOVANGUARD INDEX FDS
$115K
ABBVABBVIE INC
$109K
VCLTVANGUARD SCOTTSDALE FDS
$109K
CSXCSX CORP
$106K
BPBP PLC
$104K
CGNXCOGNEX CORP
$99K
TIPISHARES TR
$96K
DFSEDIMENSIONAL ETF TRUST
$90K
VGKVANGUARD INTL EQUITY INDEX F
$87K
BABOEING CO
$86K
SPYVSPDR SER TR
$86K
MDYSPDR S&P MIDCAP 400 ETF TR
$80K
SPYSPDR S&P 500 ETF TR
$79K
CEGCONSTELLATION ENERGY CORP
$77K
SCHFSCHWAB STRATEGIC TR
$76K
MCDMCDONALDS CORP
$73K
ICFIICF INTL INC
$72K
YUMYUM BRANDS INC
$70K
DFAWDIMENSIONAL ETF TRUST
$70K
IWPISHARES TR
$69K
DFSUDIMENSIONAL ETF TRUST
$69K
DFSBDIMENSIONAL ETF TRUST
$67K
AMDADVANCED MICRO DEVICES INC
$67K
ADIANALOG DEVICES INC
$65K
ESRTEMPIRE ST RLTY TR INC
$65K
TFCTRUIST FINL CORP
$64K
TXNTEXAS INSTRS INC
$64K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$62K
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