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Portfolio (Quarterly) Guide ↗

PINNEY & SCOFIELD, INC.

· CIK 0002056763
13F Portfolio $205M AUM 232 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 232 New
Page 12 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KD KYNDRYL HLDGS INC Technology 92.0 $1K 0.00% NEW $11.32 +16.0%
222 MJ AMPLIFY ETF TR 34.0 $876.0 NEW $25.76 +0.2%
223 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 50.0 $868.0 NEW $17.36 -10.5%
224 QQQM INVESCO EXCH TRADED FD TR II 2.0 $606.0 NEW $303.00 -3.8%
225 BYND BEYOND MEAT INC Consumer Defensive 800.0 $600.0 NEW $0.75 +1560.0%
226 DGCB DIMENSIONAL ETF TRUST 10.0 $543.0 NEW $54.30 -2.5%
227 CE CELANESE CORP DEL Basic Materials 11.0 $506.0 NEW $46.00 -4.1%
228 DNOW DNOW INC Energy 31.0 $402.0 NEW $12.97 +22.5%
229 ALLO ALLOGENE THERAPEUTICS INC Healthcare 192.0 $399.0 NEW $2.08 -4.5%
230 CANOPY GROWTH CORP 400.0 $380.0 NEW $0.95
231 OGN ORGANON & CO Healthcare 20.0 $271.0 NEW $13.55 +1.5%
232 OCCIDENTAL PETE CORP 3.0 $80.0 NEW $26.67
Page 12 of 12  ·  232 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.1%
Healthcare 33.5%
Financial Services 5.5%
Communication Services 5.2%
Industrials 4.0%
Consumer Cyclical 3.3%
Consumer Defensive 3.1%
Utilities 2.1%
Energy 0.6%
Real Estate 0.4%