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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $466M AUM 495 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 495 New
Page 11 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 APD AIR PRODS & CHEMS INC COM Basic Materials 163.0 $40K 0.01% NEW $247.02 +18.7%
202 BAC BANK AMERICA CORP COM Financial Services 728.0 $40K 0.01% NEW $55.00 -9.5%
203 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 149.0 $40K 0.01% NEW $268.30 -33.8%
204 LECO LINCOLN ELEC HLDGS INC COM Industrials 166.0 $40K 0.01% NEW $239.64 +8.9%
205 IWR ISHARES RUSSELL MIDCAP ETF 406.0 $39K 0.01% NEW $96.27 +7.7%
206 WFC WELLS FARGO & CO COM Financial Services 417.0 $39K 0.01% NEW $93.20 -21.2%
207 NEE NEXTERA ENERGY INC COM Utilities 478.0 $38K 0.01% NEW $80.28 +16.3%
208 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 753.0 $38K 0.01% NEW $50.01 -38.9%
209 LH LABCORP HOLDINGS INC COM SHS Healthcare 150.0 $38K 0.01% NEW $250.88 -0.2%
210 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 226.0 $37K 0.01% NEW $161.96 -4.7%
211 AJG GALLAGHER ARTHUR J & CO COM Financial Services 140.0 $36K 0.01% NEW $258.79 -20.0%
212 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 575.0 $34K 0.01% NEW $59.54 +10.6%
213 SBUX STARBUCKS CORP COM Consumer Cyclical 406.0 $34K 0.01% NEW $84.21 +26.9%
214 MCK MCKESSON CORP COM Healthcare 41.0 $34K 0.01% NEW $820.29 -7.3%
215 AON AON PLC SHS CL A Financial Services 95.0 $34K 0.01% NEW $352.88 -7.5%
216 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 309.0 $33K 0.01% NEW $106.70 -0.5%
217 AMP AMERIPRISE FINL INC COM Financial Services 66.0 $32K 0.01% NEW $490.33 -3.9%
218 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 415.0 $32K 0.01% NEW $77.68 +10.6%
219 IBB ISHARES BIOTECHNOLOGY ETF 187.0 $32K 0.01% NEW $168.80 -2.8%
220 CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF 352.0 $31K 0.01% NEW $89.48 +21.6%
Page 11 of 25  ·  495 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 35.7%
Financial Services 17.5%
Industrials 13.3%
Healthcare 11.1%
Communication Services 8.3%
Consumer Cyclical 7.3%
Consumer Defensive 4.2%
Utilities 0.9%
Energy 0.9%
Basic Materials 0.7%