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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GD GENERAL DYNAMICS CORP COM Industrials 353.0 $121K 0.03% -2.0 -0.6% $343.22 -2.5%
42 ORCL ORACLE CORP COM Technology 730.0 $107K 0.02% -18.0 -2.4% $147.11 +31.2%
43 UNH UNITEDHEALTH GROUP INC COM Healthcare 388.0 $105K 0.02% -162.0 -29.4% $270.59 +45.6%
44 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 4,002.0 $100K 0.02% -256.0 -6.0% $25.07 -0.6%
45 EMR EMERSON ELEC CO COM Industrials 725.0 $95K 0.02% -10.0 -1.4% $131.02 +1.5%
46 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,788.0 $94K 0.02% -261.0 -12.7% $52.57 -0.6%
47 CRM SALESFORCE INC COM Technology 483.0 $90K 0.02% -35.0 -6.8% $186.67 -7.1%
48 ABBV ABBVIE INC COM Healthcare 408.0 $89K 0.02% -8.0 -1.9% $217.49 -3.7%
49 PFE PFIZER INC COM Healthcare 2,716.0 $76K 0.02% -152.0 -5.3% $28.08 -9.8%
50 GWW WW GRAINGER INC COM Industrials 69.0 $75K 0.02% -55.0 -44.4% $1090.81 +16.7%
51 MA MASTERCARD INCORPORATED CL A Financial Services 126.0 $63K 0.01% -3.0 -2.3% $499.66 -1.1%
52 PGR PROGRESSIVE CORP COM Financial Services 311.0 $62K 0.01% -121.0 -28.0% $198.24 +0.8%
53 C CITIGROUP INC COM NEW Financial Services 500.0 $57K 0.01% -22.0 -4.2% $113.41 +7.9%
54 ABT ABBOTT LABORATORIES COM Healthcare 503.0 $52K 0.01% -80.0 -13.7% $102.67 -14.4%
55 MMM 3M CO COM Industrials 341.0 $50K 0.01% -168.0 -33.0% $145.23 +0.7%
56 RFI COHEN & STEERS TOTAL RETURN COM Financial Services 4,394.0 $49K 0.01% -1K -22.2% $11.14 +0.6%
57 SYK STRYKER CORPORATION COM Healthcare 140.0 $46K 0.01% -4.0 -2.8% $328.59 -6.6%
58 KR KROGER CO COM Consumer Defensive 604.0 $44K 0.01% -394.0 -39.5% $72.36 -8.8%
59 ESGV VANGUARD ESG U.S. STOCK ETF 355.0 $40K 0.01% -71.0 -16.7% $112.27 +15.5%
60 HUM HUMANA INC COM Healthcare 207.0 $36K 0.01% -3.0 -1.4% $173.39 +76.0%
Page 3 of 6  ·  115 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 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%