PINNEY & SCOFIELD, INC.

Q3 2025 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
217
Total value ($000)
$161,055
Net value change ($000)
+13,327 (9.0%)
New positions
1
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIP 1,954 11.7%
DFIV 1,643 9.0%
DFAS 1,608 9.3%
DFAR 1,342 20.3%
DFSV 1,317 28.0%
DISV 777 10.2%
DFAT 758 7.6%
DFUV 707 5.1%
AAPL 672 13.6%
NVDA 565 19.4%
Top Reduces (Value $000, Stocks/ETFs)
MUB -1,445 -100.0%
EMXC -253 -100.0%
LLY -122 -2.1%
KR -66 -52.8%
SUB -45 -3.7%
BROOKLINE BANCORP INC -32 -100.0%
COST -23 -6.4%
AMT -16 -13.0%
LAC -13 -100.0%
CVS -12 -8.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type