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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 10 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 143.0 $53K 0.01% $370.59 -3.1%
182 NUV NUVEEN MUN VALUE FD INC COM Financial Services 5,706.0 $53K 0.01% $9.22 -3.1%
183 CVS CVS HEALTH CORP COM Healthcare 495.0 $51K 0.01% -50.0 -9.2% $103.45 -9.9%
184 DHI D R HORTON INC COM Consumer Cyclical 312.0 $51K 0.01% $162.88 -8.5%
185 RFI COHEN & STEERS TOTAL RETURN COM Financial Services 4,394.0 $50K 0.01% $11.32 +0.8%
186 CVX CHEVRON CORPORATION COM Energy 298.0 $49K 0.01% +5.0 +1.7% $165.65 +22.8%
187 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 510.0 $49K 0.01% $95.44 +2.2%
188 PFE PFIZER INC COM Healthcare 1,994.0 $48K 0.01% -722.0 -26.6% $24.08 +16.4%
189 AZO AUTOZONE INC COM Consumer Cyclical 15.0 $48K 0.01% $3195.93 -6.9%
190 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 163.0 $48K 0.01% $293.18 +3.7%
191 ABT ABBOTT LABORATORIES COM Healthcare 526.0 $48K 0.01% +23.0 +4.6% $90.74 +28.5%
192 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 431.0 $47K 0.01% -207.0 -32.5% $109.77 +1.3%
193 ESGV VANGUARD ESG U.S. STOCK ETF 355.0 $47K 0.01% $132.24 +2.5%
194 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 1,075.0 $47K 0.01% $43.30 +10.9%
195 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 3,190.0 $46K 0.01% $14.54 -1.5%
196 JPIE JPMORGAN INCOME ETF 1,000.0 $46K 0.01% $46.05 -0.4%
197 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 420.0 $46K 0.01% $109.07 -2.6%
198 SYK STRYKER CORPORATION COM Healthcare 144.0 $45K 0.01% +4.0 +2.9% $314.84 +4.2%
199 IWR ISHARES RUSSELL MIDCAP ETF 406.0 $45K 0.01% $110.32 +2.4%
200 LECO LINCOLN ELEC HLDGS INC COM Industrials 168.0 $45K 0.01% +2.0 +1.2% $265.51 +6.2%
Page 10 of 31  ·  609 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%