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Pinney & Scofield Portfolio holdings
AUM
$185M
1-Year Est. Return
19.89%
This Fund
S&P 500
This Quarter
Est. Return
-2.78%
1 Year Est. Return
+19.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$202M
Cap. Flow
% of AUM
152.98%
Top 10 Holdings %
Top 10 Hldgs %
71.69%
Holding
225
New
225
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$69.3M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
+$17M |
| 3 |
Dimensional International Value ETF
DFIV
|
+$15.2M |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$14.5M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$14.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.92% |
| 2 | Healthcare | 4.9% |
| 3 | Financials | 1.42% |
| 4 | Communication Services | 0.98% |
| 5 | Consumer Staples | 0.78% |
Similar funds
FA
GK
JHC
CPP
VFG
PFG
NPFS
LIM
Pinney & Scofield's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Pinney & Scofield, which disclosed 225 positions worth $132M. Its ten largest holdings account for 72% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 100 shares worth $681K.
By sector, the portfolio is most concentrated in Technology at 6.9% of assets, followed by Healthcare and Financials.
- Pinney & Scofield's largest Q4 2024 buy was Berkshire Hathaway Class A: 100 shares worth $681K.
- Pinney & Scofield's ten largest holdings make up 72% of its $132M portfolio in Q4 2024.
- Pinney & Scofield disclosed 225 positions in Q4 2024, its first 13F filing on record.
Based on Pinney & Scofield's 13F filing for Q4 2024, filed 19 Feb 2025.