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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PSX PHILLIPS 66 COM Energy 6.0 $1K -1.0 -14.3% $169.00 +43.7%
82 EW EDWARDS LIFESCIENCES CORP COM Healthcare 9.0 $814.0 -6.0 -40.0% $90.44 -0.7%
83 PNC PNC FINL SVCS GROUP INC COM Financial Services 2.0 $492.0 -36.0 -94.7% $246.00 -1.2%
84 PRU PRUDENTIAL FINL INC COM Financial Services 4.0 $432.0 -14.0 -77.8% $108.00 +12.2%
85 EA ELECTRONIC ARTS INC COM Communication Services 2.0 $410.0 -5.0 -71.4% $205.00 +2.3%
86 SJM SMUCKER J M CO COM NEW Consumer Defensive 1.0 $113.0 -15.0 -93.8% $113.00 +10.0%
Page 5 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%