PINNEY & SCOFIELD, INC.

Q4 2025 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
212
Total value ($000)
$176,231
Net value change ($000)
+15,176 (9.4%)
New positions
3
Sold out positions
8
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,936 15.7%
LLY 2,294 40.7%
DFIV 1,765 8.9%
DFAS 1,139 6.0%
DFLV 1,064 27.5%
DISV 932 11.1%
DFAR 599 7.5%
AAPL 562 10.0%
DIHP 520 19.1%
DFIS 514 13.4%
Top Reduces (Value $000, Stocks/ETFs)
AMT -60 -56.1%
MSFT -51 -9.4%
TSLA -40 -9.8%
META -38 -12.5%
FENI -36 -100.0%
ES -35 -100.0%
EMB -32 -9.4%
T -26 -12.0%
VPL -26 -1.4%
CGNX -25 -20.0%
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