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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $483.8B AUM 515 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 89 Added 115 Reduced 29 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 15 $1K SOLD
22 APOS APOLLO GLOBAL MGMT INC COM Financial Services 8 $1K SOLD
23 DASH DOORDASH INC CL A Communication Services 5 $1K SOLD
24 VST VISTRA CORP COM Utilities 7 $1K SOLD
25 NXPI NXP SEMICONDUCTORS N V COM Technology 5 $1K SOLD
26 CENCORA INC COM 3 $1K SOLD
27 COIN COINBASE GLOBAL INC COM CL A Financial Services 4 $905.0 SOLD
28 JHI HANCOCK JOHN INVT TR II COM Financial Services 50 $684.0 SOLD
29 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 18 $666.0 SOLD
Page 2 of 2  ·  29 positions
Sector Allocation
Technology 33.5%
Financial Services 17.2%
Industrials 14.2%
Healthcare 10.8%
Communication Services 8.9%
Consumer Cyclical 7.2%
Consumer Defensive 4.9%
Energy 1.3%
Utilities 1.1%
Basic Materials 0.8%