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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC COM Consumer Cyclical 66.0 $15K 0.00% -6.0 -8.3% $220.48 -0.8%
62 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 188.0 $11K 0.00% -312.0 -62.4% $56.16 +5.4%
63 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 82.0 $10K 0.00% -26.0 -24.1% $124.44 +50.1%
64 HSY HERSHEY CO COM Consumer Defensive 54.0 $9K 0.00% -2.0 -3.6% $175.44 +7.9%
65 EXC EXELON CORP COM Utilities 188.0 $9K 0.00% -33.0 -14.9% $46.62 -5.5%
66 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 14.0 $7K 0.00% -3.0 -17.6% $496.71 +10.1%
67 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 242.0 $6K 0.00% -25.0 -9.4% $26.66 +8.5%
68 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 70.0 $6K 0.00% -12.0 -14.6% $88.60 -38.0%
69 IWN ISHARES RUSSELL 2000 VALUE ETF 28.0 $6K 0.00% -194.0 -87.4% $221.21 +1.7%
70 SHW SHERWIN WILLIAMS CO COM Basic Materials 17.0 $6K 0.00% -2.0 -10.5% $344.29 +1.3%
71 ARTY ISHARES FUTURE AI & TECH ETF 67.0 $5K 0.00% -95.0 -58.6% $76.16 -5.7%
72 IHAK ISHARES CYBERSECURITY & TECH ETF 63.0 $4K 0.00% -577.0 -90.2% $60.71 +3.1%
73 IWB ISHARES RUSSELL 1000 ETF 8.0 $3K 0.00% -257.0 -97.0% $409.50 +2.2%
74 AMT AMERICAN TOWER CORP COM Real Estate 19.0 $3K 0.00% -36.0 -65.5% $163.58 +8.5%
75 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 32.0 $3K -16.0 -33.3% $80.38 +19.6%
76 CB CHUBB LIMITED COM Financial Services 7.0 $2K -27.0 -79.4% $340.71 +1.4%
77 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 6.0 $2K -2.0 -25.0% $350.00 -11.7%
78 VTRS VIATRIS INC COM Healthcare 122.0 $2K -68.0 -35.8% $15.93 +2.2%
79 CME CME GROUP INC COM Financial Services 8.0 $2K -1.0 -11.1% $220.88 +25.3%
80 COF CAPITAL ONE FINL CORP COM Financial Services 6.0 $1K -49.0 -89.1% $200.67 +10.0%
Page 4 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%