PINNEY & SCOFIELD, INC.

Q1 2026 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$185,437
Net value change ($000)
+9,206 (5.2%)
New positions
34
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,940 9.0%
DFAR 1,650 19.3%
DFSV 846 13.1%
DFIV 804 3.7%
BRK-B 718 NEW
DFAS 707 3.5%
DFUV 499 3.4%
DFAT 477 4.4%
VUG 424 38.9%
DFLV 398 8.1%
Top Reduces (Value $000, Stocks/ETFs)
LLY -1,143 -14.4%
AAPL -467 -7.6%
NVDA -229 -6.6%
TSLA -129 -35.1%
MSFT -115 -23.5%
SCZ -82 -30.5%
GOOGL -62 -8.1%
KR -55 -100.0%
IWB -54 -40.3%
AMZN -51 -9.8%
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