PINNEY & SCOFIELD, INC.
•CIK: 2056763•Filing: Q4 2025
**PINNEY & SCOFIELD, INC.** manages $176M across a diverse portfolio of 212 positions. The fund exhibits a concentrated focus on digital and technology-adjacent names, highlighted by significant allocations to DFIP ($21.6M) and DFIV ($21.6M). Further notable holdings include DFAS ($20.1M) and DFUV ($14.9M), suggesting a deep conviction in specific sector themes. This positioning reflects a tactical, high-conviction approach within its current market mandate.
Total AUM
$176.2M
QoQ Performance
+9.4%
Positions
145
Top 10 Concentration
72.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFIP
DFIV
DFAS
DFUV
DFAT
DISV
DFIP12.3%
DFIV12.3%
DFAS11.4%
DFUV8.4%
DFAT6.1%
DISV5.3%
DFAR4.9%
LLY4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.2%
Technology6.9%
Healthcare4.8%
Consumer0.7%
Financial0.7%
ETF0.6%
Industrial0.4%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW3 new positions
↑49 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024