Pinney & Scofield, Inc.
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$185.4M
Holdings
243
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFIP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
12.7%
02
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
12.1%
03
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
11.2%
04
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.3%
05
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.1%
06
$DFAR
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.5%
07
$DISV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.2%
08
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.9%
09
$LLY
ELI LILLY & CO
Q1 2026: Increased +4.5% (3.0k → 3.2k shares)
3.7%
10
$AAPL
APPLE INC
Q1 2026: Increased +1.0% (73.4k → 74.1k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.