Pinney & Scofield, Inc.

13F filer · CIK 0002056763

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$205MU.S. long equity reported on 13F

Positions1440 new · 9 closed

Net flow last quarter-$374KBuys minus sells

Top 10 positions weight12.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026144 positions
LLYELI LILLY & Co	$8.85M	4.33%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$6.52M	3.19%	0.00%	+0.3%	Q4 2024
NVDANvidia Corp	$3.7M	1.81%	0.00%	-0.1%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.33M	1.14%	Not reported	-7.7%	Q4 2024
GOOGLAlphabet Inc.	$870K	0.43%	0.00%	Not reported	Q4 2024
BRK.ABerkshire Hathaway Inc	$749K	0.37%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$539K	0.26%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$515K	0.25%	Not reported	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$501K	0.25%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$471K	0.23%	0.00%	-0.3%	Q4 2024
JPMJPMorgan Chase & Co	$395K	0.19%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$377K	0.18%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$374K	0.18%	0.00%	+14.7%	Q4 2024
COSTCostco Wholesale Corp	$341K	0.17%	0.00%	Not reported	Q4 2024
BMOBank of Montreal	$300K	0.15%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$293K	0.14%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$289K	0.14%	0.00%	+14.4%	Q4 2024
UMBFUmb Financial Corp	$263K	0.13%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$246K	0.12%	0.00%	-8.6%	Q4 2024
NEENextera Energy Inc	$246K	0.12%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$240K	0.12%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$233K	0.11%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$228K	0.11%	Not reported	Not reported	Q4 2024
VVisa Inc.	$202K	0.10%	0.00%	Not reported	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$197K	0.10%	Not reported	Not reported	Q4 2024
UNPUnion Pacific Corp	$195K	0.10%	0.00%	Not reported	Q4 2024
BSVNBank7 Corp.	$188K	0.09%	0.03%	+0.3%	Q4 2024
DELLDell Technologies Inc.	$164K	0.08%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$159K	0.08%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$152K	0.07%	0.00%	-1.9%	Q4 2024
UNHUnitedhealth Group Inc	$148K	0.07%	0.00%	Not reported	Q4 2024
CVSCVS HEALTH Corp	$140K	0.07%	0.00%	-10.4%	Q4 2024
CSXCSX Corp	$139K	0.07%	0.00%	Not reported	Q4 2024
CGNXCognex Corp	$136K	0.07%	0.00%	-32.1%	Q4 2024
PFEPfizer Inc	$128K	0.06%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$120K	0.06%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$113K	0.06%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$111K	0.05%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$110K	0.05%	0.00%	Not reported	Q4 2024
CMECme Group Inc.	$110K	0.05%	0.00%	Not reported	Q1 2026
ADPAutomatic Data Processing Inc	$101K	0.05%	0.00%	Not reported	Q4 2024
WDCWestern Digital Corp	$95.8K	0.05%	0.00%	Not reported	Q4 2024
ADIAnalog Devices Inc	$95.7K	0.05%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$94.2K	0.05%	Not reported	Not reported	Q4 2024
INTCIntel Corp	$93K	0.05%	0.00%	Not reported	Q4 2024
BPBP PLC	$87.5K	0.04%	Not reported	-21.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$87.4K	0.04%	Not reported	Not reported	Q4 2024
BABoeing Co	$79.4K	0.04%	0.00%	Not reported	Q4 2024
YUMYum Brands Inc	$74.7K	0.04%	0.00%	Not reported	Q4 2024
TTTrane Technologies plc	$73.7K	0.04%	0.00%	Not reported	Q4 2024

Q1 2026Reported May 15, 2026152 positions
LLYELI LILLY & Co	$6.79M	3.66%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$5.7M	3.08%	0.00%	-1.0%	Q4 2024
NVDANvidia Corp	$3.23M	1.74%	0.00%	-0.1%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.13M	1.15%	Not reported	+5.4%	Q4 2024
BRK.ABerkshire Hathaway Inc	$718K	0.39%	Not reported	Not reported	Q4 2024
GOOGLAlphabet Inc.	$700K	0.38%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$586K	0.32%	0.00%	-0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$480K	0.26%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$471K	0.25%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$418K	0.23%	Not reported	Not reported	Q4 2024
MSFTMicrosoft Corp	$374K	0.20%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$363K	0.20%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$355K	0.19%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$289K	0.16%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$260K	0.14%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$248K	0.13%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$238K	0.13%	0.00%	-21.5%	Q4 2024
METAMeta Platforms, Inc.	$232K	0.12%	Not reported	Not reported	Q4 2024
BMOBank of Montreal	$230K	0.12%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$222K	0.12%	0.00%	Not reported	Q4 2024
UMBFUmb Financial Corp	$208K	0.11%	0.00%	+36.8%	Q4 2024
IBMInternational Business Machines Corp	$200K	0.11%	0.00%	+0.1%	Q4 2024
BSVNBank7 Corp.	$189K	0.10%	0.03%	+2.2%	Q4 2024
GEVGE Vernova Inc.	$188K	0.10%	0.00%	Not reported	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$187K	0.10%	Not reported	-31.1%	Q4 2024
VVisa Inc.	$178K	0.10%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$174K	0.09%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$159K	0.09%	0.00%	Not reported	Q4 2024
PFEPfizer Inc	$149K	0.08%	0.00%	Not reported	Q4 2024
CMECme Group Inc.	$147K	0.08%	0.00%	New	Q1 2026
BPBP PLC	$141K	0.08%	Not reported	Not reported	Q4 2024
CGNXCognex Corp	$136K	0.07%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$120K	0.06%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$118K	0.06%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$112K	0.06%	0.00%	Not reported	Q4 2024
CVSCVS HEALTH Corp	$108K	0.06%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$104K	0.06%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$96.1K	0.05%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$91.4K	0.05%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$82.6K	0.04%	Not reported	Not reported	Q4 2024
ADIAnalog Devices Inc	$76.7K	0.04%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$76.1K	0.04%	Not reported	Not reported	Q4 2024
MCDMcdonalds Corp	$74.3K	0.04%	0.00%	Not reported	Q4 2024
BABoeing Co	$73K	0.04%	0.00%	-7.8%	Q4 2024
YUMYum Brands Inc	$72.6K	0.04%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$71.8K	0.04%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$65.3K	0.04%	0.00%	Not reported	Q4 2024
DELLDell Technologies Inc.	$62.5K	0.03%	0.00%	Not reported	Q4 2024
TTTrane Technologies plc	$62.5K	0.03%	0.00%	Not reported	Q4 2024
CEGConstellation Energy Corp	$61.4K	0.03%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 13, 2026132 positions
LLYELI LILLY & Co	$7.93M	4.50%	0.00%	-0.1%	Q4 2024
AAPLApple Inc.	$6.17M	3.50%	0.00%	+3.1%	Q4 2024
NVDANvidia Corp	$3.46M	1.96%	0.00%	-0.5%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.87M	1.06%	Not reported	-4.2%	Q4 2024
GOOGLAlphabet Inc.	$762K	0.43%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$522K	0.30%	0.00%	-1.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$504K	0.29%	Not reported	+9.2%	Q4 2024
MSFTMicrosoft Corp	$489K	0.28%	0.00%	-3.0%	Q4 2024
GOOGAlphabet Inc.	$457K	0.26%	Not reported	+33.3%	Q4 2024
XOMExxonMobil Holdings Corp	$417K	0.24%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$389K	0.22%	0.00%	+14.1%	Q4 2024
TSLATesla, Inc.	$367K	0.21%	0.00%	-10.9%	Q4 2024
COSTCostco Wholesale Corp	$314K	0.18%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$286K	0.16%	0.00%	Not reported	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$269K	0.15%	Not reported	Not reported	Q4 2024
GEGeneral Electric Co	$269K	0.15%	0.00%	+0.1%	Q4 2024
METAMeta Platforms, Inc.	$267K	0.15%	Not reported	-2.4%	Q4 2024
IBMInternational Business Machines Corp	$245K	0.14%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$225K	0.13%	0.00%	Not reported	Q4 2024
BMOBank of Montreal	$221K	0.13%	0.00%	Not reported	Q4 2024
VVisa Inc.	$207K	0.12%	0.00%	-1.3%	Q4 2024
TAt&T Inc.	$190K	0.11%	0.00%	Not reported	Q4 2024
BSVNBank7 Corp.	$186K	0.11%	0.02%	+37.6%	Q4 2024
UNPUnion Pacific Corp	$166K	0.09%	0.00%	-0.8%	Q4 2024
CSCOCisco Systems, Inc.	$158K	0.09%	0.00%	+29.6%	Q4 2024
UMBFUmb Financial Corp	$155K	0.09%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$141K	0.08%	0.00%	Not reported	Q4 2024
PFEPfizer Inc	$132K	0.08%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$132K	0.07%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$127K	0.07%	0.00%	Not reported	Q4 2024
CVSCVS HEALTH Corp	$120K	0.07%	0.00%	-9.1%	Q4 2024
UNHUnitedhealth Group Inc	$117K	0.07%	0.00%	-1.9%	Q4 2024
ADPAutomatic Data Processing Inc	$116K	0.07%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$109K	0.06%	0.00%	-2.1%	Q4 2024
CSXCSX Corp	$106K	0.06%	0.00%	Not reported	Q4 2024
BPBP PLC	$105K	0.06%	Not reported	Not reported	Q4 2024
CGNXCognex Corp	$99.7K	0.06%	0.00%	Not reported	Q4 2024
BABoeing Co	$86.4K	0.05%	0.00%	-2.7%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$80.8K	0.05%	Not reported	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$79.8K	0.05%	Not reported	Not reported	Q4 2024
CEGConstellation Energy Corp	$77.7K	0.04%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$73K	0.04%	0.00%	-2.5%	Q4 2024
ICFIICF International, Inc.	$72.7K	0.04%	0.00%	Not reported	Q4 2024
YUMYum Brands Inc	$70.6K	0.04%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$67.9K	0.04%	0.00%	-3.9%	Q4 2024
ADIAnalog Devices Inc	$65.4K	0.04%	0.00%	-2.8%	Q4 2024
ESRTEmpire State Realty Trust, Inc.	$65.2K	0.04%	Not reported	Not reported	Q4 2024
TFCTruist Financial Corp	$64.5K	0.04%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$64.2K	0.04%	0.00%	Not reported	Q4 2024
CTSHCognizant Technology Solutions Corp	$62K	0.04%	0.00%	-1.8%	Q4 2024

Q3 2025Reported Nov 13, 2025138 positions
LLYELI LILLY & Co	$5.64M	3.50%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$5.61M	3.48%	0.00%	-8.4%	Q4 2024
NVDANvidia Corp	$3.48M	2.16%	0.00%	+1.1%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.9M	1.18%	Not reported	-0.6%	Q4 2024
GOOGLAlphabet Inc.	$592K	0.37%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$540K	0.34%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$501K	0.31%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$462K	0.29%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$407K	0.25%	0.00%	+1.7%	Q4 2024
XOMExxonMobil Holdings Corp	$391K	0.24%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$337K	0.21%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$334K	0.21%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$307K	0.19%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$305K	0.19%	Not reported	Not reported	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$266K	0.17%	Not reported	Not reported	Q4 2024
GOOGAlphabet Inc.	$266K	0.17%	Not reported	Not reported	Q4 2024
GEGeneral Electric Co	$262K	0.16%	0.00%	+0.1%	Q4 2024
IBMInternational Business Machines Corp	$233K	0.14%	0.00%	+0.1%	Q4 2024
BMOBank of Montreal	$221K	0.14%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$216K	0.13%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$211K	0.13%	0.00%	Not reported	Q4 2024
VVisa Inc.	$204K	0.13%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$171K	0.11%	0.00%	Not reported	Q4 2024
UMBFUmb Financial Corp	$159K	0.10%	0.00%	Not reported	Q4 2024
PFEPfizer Inc	$136K	0.08%	0.00%	Not reported	Q4 2024
BSVNBank7 Corp.	$135K	0.08%	0.02%	+0.4%	Q4 2024
SYKStryker Corp	$133K	0.08%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$133K	0.08%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$132K	0.08%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$132K	0.08%	0.00%	Not reported	Q4 2024
CGNXCognex Corp	$125K	0.08%	0.00%	-19.8%	Q4 2024
UNHUnitedhealth Group Inc	$125K	0.08%	0.00%	Not reported	Q4 2024
CVSCVS HEALTH Corp	$125K	0.08%	0.00%	-16.4%	Q4 2024
ABBVAbbVie Inc.	$113K	0.07%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$108K	0.07%	0.00%	Not reported	Q4 2024
AMTAmerican Tower Corp	$107K	0.07%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$104K	0.06%	0.00%	Not reported	Q4 2024
BPBP PLC	$104K	0.06%	Not reported	Not reported	Q4 2024
BABoeing Co	$88.3K	0.05%	0.00%	Not reported	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$79.9K	0.05%	Not reported	Not reported	Q4 2024
ICFIICF International, Inc.	$79.1K	0.05%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$77.9K	0.05%	Not reported	Not reported	Q4 2024
ESRTEmpire State Realty Trust, Inc.	$76.6K	0.05%	Not reported	Not reported	Q4 2024
MCDMcdonalds Corp	$74.5K	0.05%	0.00%	-2.0%	Q4 2024
CEGConstellation Energy Corp	$72.4K	0.04%	0.00%	Not reported	Q4 2024
YUMYum Brands Inc	$71K	0.04%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$68K	0.04%	0.00%	Not reported	Q4 2024
TTTrane Technologies plc	$63.3K	0.04%	0.00%	Not reported	Q4 2024
ADIAnalog Devices Inc	$60.9K	0.04%	0.00%	-2.4%	Q4 2024
TFCTruist Financial Corp	$59.9K	0.04%	0.00%	Not reported	Q4 2024

Premium opens every quarter this fund has filed