Pinney & Scofield Inc. Portfolio
Invests via Pinney & Scofield Inc. | Managed by Richard A. Seeley, John Robert Goddard, Mary M. Evans
Invests via Pinney & Scofield Inc.
Managed by Richard A. Seeley, John Robert Goddard, Mary M. Evans
Automatically Tracked
Company Profile
Private equity and investment-services firm focused on alternative asset management and middle-market buyouts, with sponsor-backed and family-office capital deployment. Pinney & Scofield Inc. positions itself as a sector-agnostic investor targeting operationally intensive businesses in manufacturing, healthcare services and niche consumer brands, offering control and growth-oriented capital, board-level operational support and exit planning for strategic sales or recapitalizations.
Private equity and investment-services firm focused on alternative asset management and middle-market buyouts, with sponsor-backed and family-office capital deployment. Pinney & Scofield Inc. positions itself as a sector-agnostic investor targeting operationally intensive businesses in manufacturing, healthcare services and niche consumer brands, offering control and growth-oriented capital, board-level operational support and exit planning for strategic sales or recapitalizations.
Investment Philosophy & Strategy
Targets middle-market control investments in operationally intensive businesses across manufacturing, healthcare services and niche consumer brands. Emphasizes a hands-on private equity playbook: buy-and-build value creation, operational improvement, margin expansion and governance upgrades. Prefers sponsor-backed and family-office capital structures, flexible hold periods tied to execution of strategic exits or recapitalizations. Underwriting blends cashflow resilience, unit economics and management continuity; risk managed through concentrated portfolio construction, staged capital with operational KPIs, and active board-level involvement to accelerate EBITDA growth and liquidity creation.
Targets middle-market control investments in operationally intensive businesses across manufacturing, healthcare services and niche consumer brands. Emphasizes a hands-on private equity playbook: buy-and-build value creation, operational improvement, margin expansion and governance upgrades. Prefers sponsor-backed and family-office capital structures, flexible hold periods tied to execution of strategic exits or recapitalizations. Underwriting blends cashflow resilience, unit economics and management continuity; risk managed through concentrated portfolio construction, staged capital with operational KPIs, and active board-level involvement to accelerate EBITDA growth and liquidity creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.22%
Gain
Monthly
0.01%
Yearly
0.14%
Drawdown
18.73%
$204.29M
Equity
Holdings
$204.29M
Investment
$160.45M
$44.27M
Profit -$349,091.23
Realized
$431,209.16
Unrealized
$43.84M
Dividends
$5.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$349,091.23
Win %
75%
This Week
Compared To Last Week
Gain
0.4%
Profit
$803,475.31
Win %
75%
This Month
Compared to last month
Gain
0.84%
Profit
$1.69M
Win %
75%
This Year
Compared to last year
Gain
10.2%
Profit
$18.9M
Win %
75%
OXY-WT Occidental Petroleum Corporation
+2.94%
+$2.79 
ADM Archer-Daniels-Midland Co
+2.92%
+$1,212.5 
MRK Merck & Co., Inc.
+2.78%
+$834.25 
GE General Electric Company
+2.67%
+$8,066.52 
BMY Bristol-Myers Squibb Company
+2.53%
+$688.5 
ABT Abbott Laboratories
+2.43%
+$316.8 
SHEL Shell plc
+2.22%
+$245.05 
MO Altria Group, Inc.
+2.18%
+$1,006.45 
CSCO Cisco Systems, Inc.
+2.17%
+$4,882.1 
DOW Dow Inc.
+1.98%
+$247.66 
ABBV AbbVie Inc.
+1.9%
+$2,313.52 
CVS CVS Health Corporation
+1.82%
+$2,923.58 
CAH Cardinal Health Inc.
+1.75%
+$802 
UNH UnitedHealth Group Incorporated
+1.66%
+$2,488.55 
PGR Progressive Corporation
+1.63%
+$87.36 
PM Philip Morris International Inc.
+1.61%
+$1,006.5 
LLY Eli Lilly and Company
+1.56%
+$134,813.89 
ACB Aurora Cannabis Inc.
+1.55%
+$16 
EMR Emerson Electric Co.
+1.55%
+$204.25 
XOM Exxon Mobil Corporation
+1.51%
+$7,635.55 
YUM Yum! Brands, Inc.
+1.43%
+$1,018.06 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.39%
+$239 
CC Chemours Co.
+1.39%
+$48 
RTX RTX Corporation
+1.37%
+$396.34 
VZ Verizon Communications Inc.
+1.32%
+$754.58 
AMT American Tower Corporation
+1.28%
+$572.4 
BP BP p.l.c. Sponsored ADR
+1.27%
+$1,565.19 
T AT&T Inc.
+1.21%
+$2,031.49 
EQIX Equinix, Inc.
+1.18%
+$358.2 
OXY Occidental Petroleum Corporation
+1.16%
+$19.22 
VLO Valero Energy Corporation
+1.07%
+$321 
CTVA Corteva Inc.
+1.04%
+$424.8 
VTRS Viatris Inc.
+1.04%
+$13.32 
HON Honeywell International Inc.
+0.98%
+$83.62 
DD DuPont de Nemours, Inc.
+0.98%
+$207.47 
ESRT Empire State Realty Trust Inc.
+0.96%
+$550 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.95%
+$231.93 
UNP Union Pacific Corporation
+0.94%
+$2,024.75 
EQT EQT Corporation
+0.93%
+$11.5 
TMUS T-Mobile US, Inc.
+0.92%
+$311.5 
WFC Wells Fargo & Company
+0.92%
+$66.42 
MPC Marathon Petroleum Corporation
+0.91%
+$415.5 
GEV GE Vernova Inc.
+0.88%
+$1,960.79 
MDLZ Mondelez International, Inc.
+0.88%
+$225.18 
GLD SPDR Gold Shares
+0.87%
+$129.56 
AKAM Akamai Technologies Inc.
+0.85%
+$140.39 
BMO Bank of Montreal
+0.83%
+$2,567 
NEE NextEra Energy, Inc.
+0.8%
+$2,002 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$3,937.97 
ETN Eaton Corporation plc
+0.79%
+$50.08 
PFE Pfizer Inc.
+0.78%
+$1,037.6 
SRE Sempra
+0.77%
+$162.72 
DFAR Dimensional US Real Estate ETF
+0.76%
+$88,421.21 
ICF iShares Cohen & Steers Realty Majors ETF
+0.75%
+$40.95 
ETR Entergy Corporation
+0.69%
+$52.14 
KHC The Kraft Heinz Company
+0.69%
+$415.26 
KVUE Kenvue Inc.
+0.68%
+$74.1 
BRK-A Berkshire Hathaway Inc.
+0.67%
+$4,959.81 
DE Deere & Company
+0.66%
+$294.75 
VNQ Vanguard Real Estate ETF
+0.65%
+$2,124.2 
JPM JPMorgan Chase & Co.
+0.64%
+$2,657.6 
REGN Regeneron Pharmaceuticals, Inc.
+0.64%
+$151.37 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$198 
TFC Truist Financial Corporation
+0.55%
+$379.9 
QSI Quantum-Si Incorporated
+0.51%
+$15.46 
VLTO Veralto Corporation
+0.51%
+$41.28 
CEG Constellation Energy Corporation
+0.48%
+$268.4 
DNOW Dnow Inc.
+0.47%
+$2.02 
PG Procter & Gamble Co
+0.47%
+$1,418.58 
VGLT Vanguard Long-Term Treasury Fund
+0.43%
+$1,426.69 
WAB Wabtec Corporation
+0.41%
+$9.63 
AAPL Apple Inc.
+0.4%
+$29,662.82 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$21,670.69 
VTV Vanguard Value ETF
+0.35%
+$743.99 
CRWV CoreWeave, Inc.
+0.35%
+$7.65 
BLV Vanguard Long-Term Bond ETF
+0.33%
+$10,145.96 
SLV iShares Silver Trust
+0.32%
+$12.8 
AMGN Amgen Inc.
+0.28%
+$105 
BA Boeing Company
+0.28%
+$220.2 
SCHP Schwab U.S. TIPS ETF
+0.27%
+$36.05 
TIP iShares TIPS Bond ETF
+0.26%
+$241.45 
DFIP Dimensional Inflation-Protected Securities ETF
+0.23%
+$53,720.75 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.23%
+$13.76 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.22%
+$765.6 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$34.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$196.68 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.16%
+$31.62 
CSX CSX Corporation
+0.16%
+$234 
SDY SPDR S&P Dividend ETF
+0.16%
+$33.08 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$269.64 
IUSB iShares Core Universal USD Bond ETF
+0.14%
+$38.55 
DFCF Dimensional Core Fixed Income ETF
+0.12%
+$1,873.71 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.12%
+$87.84 
OGN Organon & Co.
+0.11%
+$0.3 
DFUV Dimensional US Marketwide Value ETF
+0.1%
+$17,459.69 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$20.93 
MFC Manulife Financial Corporation
+0.09%
+$32.4 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$168.49 
LIN Linde plc
+0.09%
+$10.81 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$270.81 
VOOV Vanguard S&P 500 Value ETF
+0.09%
+$48.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$90.86 
COST Costco Wholesale Corporation
+0.07%
+$232.96 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$60.56 
UPS United Parcel Service, Inc.
+0.06%
+$27.44 
DGCB Dimensional Global Credit Fund
+0.05%
+$0.29 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$107.33 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$6.69 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$0.44 
EXE Expand Energy Corporation
+0.01%
+$2.6 
04045U102
0%
$0 
53184C118
0%
$0 
AEG Aegon N.V.
0%
$0 
ALLO Allogene Therapeutics Inc.
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
CGC
0%
$0 
HSC Harsco Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.24%
-$14,114.25 
AMBA Ambarella, Inc.
-3.91%
-$495 
GEHC GE HealthCare Technologies Inc.
-3.71%
-$702.72 
IBM International Business Machines Corporation
-3.64%
-$6,591.19 
INTC Intel Corporation
-3.59%
-$2,317.68 
CLS Celestica Inc.
-3.47%
-$1,899 
NVDL Graniteshares 2x Long Nvidia Daily ETF
-3.41%
-$162.75 
DAC Danaos Corporation
-3.27%
-$1,088.85 
TXN Texas Instruments Inc
-2.96%
-$3,189.4 
AMD Advanced Micro Devices, Inc.
-2.92%
-$3,900.87 
SYK Stryker Corporation
-2.74%
-$3,267 
TSLA Tesla, Inc.
-2.64%
-$6,611.2 
MSFT Microsoft Corp.
-2.49%
-$10,089.77 
VAC Marriott Vacations Worldwide Corporation
-2.4%
-$292.8 
ANET Arista Networks, Inc.
-2.04%
-$103.2 
ADI Analog Devices, Inc.
-2.04%
-$1,866.55 
GOOGL Alphabet Inc
-2.03%
-$17,524.8 
GOOG Alphabet Inc
-2.02%
-$10,388.41 
ASML ASML Holding N.V. New York Registry Shares
-2.01%
-$179.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$8,508.5 
QBTS D-Wave Quantum Inc.
-1.86%
-$31.5 
V Visa Inc. Class A
-1.81%
-$3,887.4 
CTSH Cognizant Technology Solutions Corporation
-1.77%
-$590.13 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.77%
-$35,311.72 
NTRS Northern Trust Corporation
-1.76%
-$66.4 
WDC Western Digital Corporation
-1.74%
-$1,218.75 
PTC PTC Inc.
-1.74%
-$565.76 
DFAE Dimensional Emerging Core Equity Market ETF
-1.71%
-$6,093.1 
MJ Amplify Alternative Harvest ETF
-1.68%
-$13.6 
BYDDY BYD Company Limited
-1.66%
-$28.5 
NVDA NVIDIA Corporation
-1.65%
-$63,399.96 
AEVA Aeva Technologies, Inc.
-1.64%
-$27.5 
CRNC Cerence Inc.
-1.62%
-$30 
DIS The Walt Disney Company
-1.58%
-$1,829.64 
KD Kyndryl Holdings Inc.
-1.54%
-$17.02 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$8.88 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.52%
-$14,914.5 
VUG Vanguard Growth ETF
-1.5%
-$27,050.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.49%
-$7,359.04 
AVGO Broadcom Inc.
-1.45%
-$298.1 
BLK BlackRock, Inc.
-1.4%
-$60.88 
BYND Beyond Meat Inc.
-1.3%
-$6.24 
OTIS Otis Worldwide Corporation
-1.29%
-$26.19 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$1,673.2 
IR Ingersoll Rand Inc.
-1.27%
-$142.56 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.2%
-$1,214.82 
VPL Vanguard FTSE Pacific ETF
-1.18%
-$28,110.39 
DFEV Dimensional Emerging Markets Value ETF
-1.18%
-$22,371.55 
ARM Arm Holdings plc American Depositary Receipt
-1.16%
-$121.2 
IGV iShares Expanded Tech-Software Sector ETF
-1.15%
-$302.4 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.09%
-$2,174.9 
PYPL PayPal Holdings Inc
-1.02%
-$180.38 
DLS WisdomTree International SmallCap Dividend Fund
-0.98%
-$71.67 
ICFI ICF International Inc.
-0.96%
-$660.3 
ICOP iShares Copper and Metals Mining ETF
-0.95%
-$26.1 
DEO Diageo plc Sponsored ADR
-0.92%
-$12.64 
BX Blackstone Inc.
-0.92%
-$34.22 
TT Trane Technologies plc
-0.91%
-$646.5 
UMBF UMB Financial Corporation
-0.91%
-$2,466.95 
ADBE Adobe Inc.
-0.9%
-$8.44 
SCHC Schwab International Small-Cap Equity ETF
-0.89%
-$1,128.75 
FNDC Schwab Fundamental International Small Company Index ETF
-0.85%
-$124.92 
DFAW Dimensional World Equity ETF
-0.85%
-$852.35 
ADP Automatic Data Processing Inc.
-0.84%
-$967.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$319.6 
SCHX Schwab U.S. Large-Cap ETF
-0.81%
-$2,447.28 
IWP iShares Russell Mid-Cap Growth ETF
-0.81%
-$570.08 
SCHB Schwab U.S. Broad Market ETF
-0.79%
-$89.7 
CGNX Cognex Corporation
-0.78%
-$1,385 
DFSU Dimensional US Sustainability Core 1 ETF
-0.77%
-$473.4 
LVS Las Vegas Sands Corp.
-0.74%
-$102 
IJR iShares Core S&P Small-Cap ETF
-0.73%
-$3,107.28 
DFIS Dimensional International Small Cap ETF
-0.72%
-$33,876.75 
IVV iShares Core S&P 500 ETF
-0.71%
-$6,784.18 
IWB iShares Russell 1000 ETF
-0.71%
-$653.62 
C Citigroup Inc.
-0.71%
-$67.89 
DFSI Dimensional International Sustainability Core 1 ETF
-0.7%
-$237.12 
VOO Vanguard S&P 500 ETF
-0.7%
-$904.15 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$151.47 
CRSP Crispr Therapeutics AG
-0.7%
-$25.5 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$606.18 
VOT Vanguard Mid-Cap Growth ETF
-0.67%
-$202.47 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$463.76 
DFSV Dimensional US Small Cap Value ETF
-0.67%
-$55,116.03 
CME CME Group Inc.
-0.66%
-$809.25 
RIVN Rivian Automotive, Inc.
-0.64%
-$38.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.63%
-$585.58 
DISV Dimensional International Small Cap Equity Fund
-0.63%
-$63,482.38 
DFAS Dimensional U.S. Small Cap ETF
-0.62%
-$149,109.72 
IWN iShares Russell 2000 Value ETF
-0.62%
-$1,134 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.62%
-$180.48 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$7,599.74 
SCHF Schwab International Equity ETF
-0.59%
-$508.48 
DELL Dell Technologies Inc.
-0.58%
-$872.49 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$1,295.36 
VTWO Vanguard Russell 2000 ETF
-0.52%
-$205.22 
VB Vanguard Small-Cap ETF
-0.52%
-$140.14 
SCHA Schwab U.S. Small-Cap ETF
-0.51%
-$338.27 
DFAT Dimensional US Targeted Value ETF
-0.5%
-$63,848.17 
IWM iShares Russell 2000 ETF
-0.49%
-$55.1 
MSTR Strategy Inc.
-0.49%
-$11.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$217.08 
AMZN Amazon.com Inc
-0.48%
-$2,689.4 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$4,600.8 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.43%
-$116.6 
CE Celanese Corporation
-0.43%
-$2.15 
EBAY eBay Inc.
-0.41%
-$226.78 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$4,304 
XRAY Dentsply Sirona Inc.
-0.36%
-$5 
DIHP Dimensional International High Profitability Portfolio
-0.29%
-$11,150.9 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.29%
-$88 
WBD Warner Bros. Discovery, Inc.
-0.28%
-$132.07 
HD The Home Depot, Inc.
-0.27%
-$7.56 
VGK Vanguard FTSE Europe ETF
-0.19%
-$177.31 
DFIV Dimensional International Value ETF
-0.18%
-$42,483.3 
FNDF Schwab Fundamental International Large Company Index ETF
-0.17%
-$49.95 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.16%
-$18 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.16%
-$71.05 
VO Vanguard Mid-Cap ETF
-0.09%
-$54.88 
MCD McDonald's Corporation
-0.08%
-$54.97 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$8.74 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$14.46 
JNK SPDR Bloomberg High Yield Bond ETF
-0.05%
-$21 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$274.62 
CARR Carrier Global Corporation
-0.01%
-$0.54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 626 | Longs Won 456/626 72% | Profit Factor 60.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $468,008.74 |
| Average Win $98,724.74 | Best Trade (Jul 15) $8.29M | Sharpe Ratio -11.04 |
| Average Loss -$4,393.57 | Worst Trade (Jul 14) -$51,620.83 | Z-Score 15.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2d | Expectancy $70,721.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
