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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DGX QUEST DIAGNOSTICS INC COM Healthcare 9.0 $2K -3.0 -25.0% $196.00 -3.3%
102 ZTS ZOETIS INC CL A Healthcare 12.0 $1K -10.0 -45.5% $118.25 -35.3%
103 WELL WELLTOWER INC COM Real Estate 7.0 $1K -4.0 -36.4% $197.71 +7.8%
104 PLD PROLOGIS INC. COM Real Estate 10.0 $1K -4.0 -28.6% $132.20 +7.2%
105 NEM NEWMONT CORP COM Basic Materials 11.0 $1K -6.0 -35.3% $108.27 +1.4%
106 CDNS CADENCE DESIGN SYSTEM INC COM Technology 3.0 $834.0 -1.0 -25.0% $278.00 +23.7%
107 TT TRANE TECHNOLOGIES PLC SHS Industrials 2.0 $833.0 -3.0 -60.0% $416.50 +10.1%
108 UPS UNITED PARCEL SVCS INC CL B Industrials 8.0 $787.0 -2.0 -20.0% $98.38 -3.6%
109 D DOMINION ENERGY INC COM Utilities 12.0 $742.0 -12.0 -50.0% $61.83 +8.1%
110 ALL ALLSTATE CORP COM Financial Services 3.0 $622.0 -3.0 -50.0% $207.33 +6.6%
111 AFL AFLAC INC COM Financial Services 5.0 $549.0 -4.0 -44.4% $109.80 +7.6%
112 FORTINET INC COM 6.0 $490.0 -5.0 -45.5% $81.67
113 YUM YUM BRANDS INC COM Consumer Cyclical 3.0 $466.0 -2.0 -40.0% $155.33 -2.3%
114 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 1.0 $42.0 -107.0 -99.1% $42.00 +12.2%
115 STIP ISHARES 0-5 YEAR TIPS BOND ETF $36.0 -100.0%
Page 6 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%