PINNEY & SCOFIELD, INC.

Q2 2026 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
232
Total value ($000)
$204,547
Net value change ($000)
+19,110 (10.3%)
New positions
4
Sold out positions
15
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAS 3,161 15.2%
LLY 2,064 30.4%
DFIP 1,828 7.8%
DFUV 1,766 11.5%
DFAR 1,298 12.7%
DFAT 1,189 10.6%
DFLV 830 15.6%
AAPL 816 14.3%
DFSV 691 9.5%
DFIV 498 2.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -586 -100.0%
VWO -412 -99.0%
T -63 -28.4%
BP -54 -38.3%
IWB -39 -48.8%
MCD -38 -51.4%
CME -37 -25.2%
TIP -36 -37.1%
EXE -29 -100.0%
IUSB -27 -100.0%
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