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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $539M AUM 609 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 124 New 104 Added 86 Reduced 29 Exited
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GD GENERAL DYNAMICS CORP COM Industrials 397.0 $141K 0.03% +44.0 +12.5% $354.24 +8.5%
42 GILD GILEAD SCIENCES INC COM Healthcare 1,018.0 $129K 0.02% +6.0 +0.6% $126.34 +15.7%
43 KMI KINDER MORGAN INC DEL COM Energy 3,499.0 $112K 0.02% +31.0 +0.9% $31.97 -3.1%
44 ABBV ABBVIE INC COM Healthcare 417.0 $105K 0.02% +9.0 +2.2% $251.64 +5.3%
45 SPGI S&P GLOBAL INC COM Financial Services 252.0 $103K 0.02% +71.0 +39.2% $407.26 +5.9%
46 TBLL INVESCO SHORT TERM TREASURY ETF 853.0 $90K 0.02% +618.0 +263.0% $105.57 +0.3%
47 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,588.0 $84K 0.02% +422.0 +36.2% $53.11 +19.8%
48 VGT VANGUARD INFORMATION TECHNOLOGY ETF 688.0 $82K 0.01% +602.0 +700.0% $119.52 -0.9%
49 C CITIGROUP INC COM NEW Financial Services 518.0 $72K 0.01% +18.0 +3.6% $139.96 -5.9%
50 WMT WALMART INC COM Consumer Defensive 613.0 $69K 0.01% +11.0 +1.8% $113.26 -8.4%
51 MA MASTERCARD INCORPORATED CL A Financial Services 128.0 $66K 0.01% +2.0 +1.6% $513.60 +13.1%
52 MTB M & T BK CORP COM Financial Services 253.0 $60K 0.01% +2.0 +0.8% $237.77 +1.1%
53 CVX CHEVRON CORPORATION COM Energy 298.0 $49K 0.01% +5.0 +1.7% $165.65 +23.9%
54 ABT ABBOTT LABORATORIES COM Healthcare 526.0 $48K 0.01% +23.0 +4.6% $90.74 +28.5%
55 SYK STRYKER CORPORATION COM Healthcare 144.0 $45K 0.01% +4.0 +2.9% $314.84 +4.6%
56 LECO LINCOLN ELEC HLDGS INC COM Industrials 168.0 $45K 0.01% +2.0 +1.2% $265.51 +6.1%
57 WFC WELLS FARGO & CO COM Financial Services 417.0 $34K 0.01% +38.0 +10.0% $82.64 +1.5%
58 STT STATE STR CORP COM Financial Services 189.0 $32K 0.01% +75.0 +65.8% $169.60 +10.3%
59 APH AMPHENOL CORP CL A Technology 181.0 $32K 0.01% +1.0 +0.6% $176.32 -11.0%
60 AMD ADVANCED MICRO DEVICES INC COM Technology 49.0 $28K 0.01% +39.0 +390.0% $580.92 -18.5%
Page 3 of 6  ·  104 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 36.6%
Financial Services 17.1%
Industrials 14.0%
Healthcare 11.1%
Communication Services 7.3%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Utilities 1.1%
Basic Materials 0.7%
Energy 0.7%