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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM SALESFORCE INC COM Technology 477.0 $75K 0.01% -6.0 -1.2% $156.66 +33.5%
42 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 917.0 $64K 0.01% -408.0 -30.8% $69.52 +0.5%
43 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 759.0 $63K 0.01% -380.0 -33.4% $82.63 +0.3%
44 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 751.0 $62K 0.01% -188.0 -20.0% $82.84 -1.5%
45 NFLX NETFLIX INC. COM Communication Services 803.0 $57K 0.01% -15.0 -1.8% $71.40 +11.5%
46 ITW ILLINOIS TOOL WKS INC COM Industrials 210.0 $57K 0.01% -35.0 -14.3% $270.47 +4.4%
47 T AT&T INC COM Communication Services 2,730.0 $57K 0.01% -696.0 -20.3% $20.70 +22.3%
48 MRK MERCK & CO INC COM Healthcare 425.0 $55K 0.01% -47.0 -10.0% $128.50 +18.7%
49 CAT CATERPILLAR INC COM Industrials 51.0 $54K 0.01% -30.0 -37.0% $1064.90 -22.3%
50 CVS CVS HEALTH CORP COM Healthcare 495.0 $51K 0.01% -50.0 -9.2% $103.45 -10.1%
51 PFE PFIZER INC COM Healthcare 1,994.0 $48K 0.01% -722.0 -26.6% $24.08 +16.6%
52 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 431.0 $47K 0.01% -207.0 -32.5% $109.77 -0.4%
53 BAC BANK OF AMER CORP COM Financial Services 731.0 $42K 0.01% -14.0 -1.9% $56.98 +8.3%
54 SYY SYSCO CORP COM Consumer Defensive 414.0 $35K 0.01% -5.0 -1.2% $83.58 +0.6%
55 CMCSA COMCAST CORP NEW CL A Communication Services 1,388.0 $34K 0.01% -31.0 -2.2% $24.55 +9.4%
56 KR KROGER CO COM Consumer Defensive 598.0 $33K 0.01% -6.0 -1.0% $55.53 +4.3%
57 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 225.0 $28K 0.01% -3.0 -1.3% $123.11 +31.0%
58 DIS DISNEY WALT CO COM Communication Services 218.0 $21K 0.00% -17.0 -7.2% $96.43 +11.8%
59 CSX CSX CORP COM Industrials 405.0 $19K 0.00% -313.0 -43.6% $47.53 +8.5%
60 TRV TRAVELERS COMPANIES INC COM Financial Services 57.0 $19K 0.00% -31.0 -35.2% $330.12 +10.1%
Page 3 of 5  ·  86 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%