Pinney & Scofield
Pinney & Scofield reported 232 stocks worth $205M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DFIP (12.4%), Dimensional U S Small Cap ETF (11.7%) and DFIV (11.2%). Compared with Q1 2026, the fund opened new positions in XOM, added to DFIP, DISV and AAPL, trimmed DFIV, DFUV and NVDA and sold out of XOM, EXE and IUSB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFIP Dimensional Infltn Prtd | $25.4M | 12.4% | 616K | +51K (+9%) | 7 of 7 | |
| 2 | DIMENSIONAL U S SMALL CAP ETF | $24M | 11.7% | 291K | −1,419 (−0%) | 7 of 7 | |
| 3 |  DFIV Dimensional ETF Trust | $22.9M | 11.2% | 424K | −534 (−0%) | 7 of 7 | |
| 4 |  DFUV Dimensional US Marketwide Value ETF | $17.2M | 8.4% | 312K | −5,687 (−2%) | 7 of 7 | |
| 5 | DIMENSIONAL U S TARGETED | $12.4M | 6.1% | 178K | −2,154 (−1%) | 7 of 7 | |
| 6 | DIMENSIONAL US REAL | $11.5M | 5.6% | 440K | +8,258 (+2%) | 7 of 7 | |
| 7 |  DISV Dimensional ETF Trust | $9.8M | 4.8% | 245K | +904 (+0%) | 7 of 7 | |
| 8 |  LLY Eli Lilly & Co | $8.9M | 4.3% | 7,379 | No change | 7 of 7 | |
| 9 | DIMENSIONAL ETF TRUST | $8M | 3.9% | 206K | −2,296 (−1%) | 7 of 7 | |
| 10 |  AAPL Apple Inc | $6.5M | 3.2% | 23K | +58 (+0%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $586K | 3,455 |
 EXE Expand Energy Corporation | $29K | 260 |
 IUSB Ishares Core | $27K | 593 |
 REGN Regeneron Pharmaceutical | $27K | 35 |
 DD Dupont DE Nemours Inc | $22K | 472 |
🔒 Free account: see all 15.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pinney & Scofield 13F FAQ
What does Pinney & Scofield own?
Pinney & Scofield reported 232 stocks worth $205M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DFIP (12.4%), Dimensional U S Small Cap ETF (11.7%) and DFIV (11.2%). The table above lists every position in the filing (the top 10 without an account).
What did Pinney & Scofield buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 38 added to, 40 trimmed and 15 sold out. New positions include XOM. It sold all of XOM, EXE and IUSB.
When will Pinney & Scofield file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pinney & Scofield's portfolio worth?
The Q2 2026 filing reports $205M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.