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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 11 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ISHARES IBONDS DEC 2028 TERM TREASURY ETF 1,985.0 $44K 0.01% $22.14
202 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 1,035.0 $43K 0.01% $41.43 +8.7%
203 EFX EQUIFAX INC COM Industrials 266.0 $42K 0.01% $158.72 +22.6%
204 NEE NEXTERA ENERGY INC COM Utilities 480.0 $42K 0.01% $87.77 -4.2%
205 LH LABCORP HOLDINGS INC COM SHS Healthcare 150.0 $42K 0.01% $280.00 +21.2%
206 BAC BANK OF AMER CORP COM Financial Services 731.0 $42K 0.01% -14.0 -1.9% $56.98 +9.4%
207 SBUX STARBUCKS CORP COM Consumer Cyclical 406.0 $41K 0.01% $102.19 +5.2%
208 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 575.0 $40K 0.01% $69.90 +2.1%
209 A AGILENT TECHNOLOGIES INC COM Healthcare 300.0 $40K 0.01% $132.83 +15.5%
210 IBB ISHARES BIOTECHNOLOGY ETF 187.0 $36K 0.01% $190.29 +11.7%
211 ACWX ISHARES MSCI ACWI EX U.S. ETF 465.0 $35K 0.01% $76.11 +1.8%
212 SYY SYSCO CORP COM Consumer Defensive 414.0 $35K 0.01% -5.0 -1.2% $83.58 +0.3%
213 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 415.0 $34K 0.01% $83.07 +5.3%
214 WFC WELLS FARGO & CO COM Financial Services 417.0 $34K 0.01% +38.0 +10.0% $82.64 +2.5%
215 HONEYWELL INTL INC COM 153.0 $34K 0.01% NEW $223.90
216 HAL HALLIBURTON CO COM Energy 1,008.0 $34K 0.01% $33.95 +2.0%
217 CMCSA COMCAST CORP NEW CL A Communication Services 1,388.0 $34K 0.01% -31.0 -2.2% $24.55 +10.1%
218 HONEYWELL AEROSPACE INC COM 153.0 $34K 0.01% NEW $221.08
219 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 691.0 $34K 0.01% $48.66 +9.9%
220 AJG GALLAGHER ARTHUR J & CO COM Financial Services 145.0 $33K 0.01% $229.57 +18.5%
Page 11 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%