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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 12 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SKYY FIRST TRUST CLOUD COMPUTING ETF 240.0 $31K 0.01% NEW $130.08 -1.5%
222 ACWX ISHARES MSCI ACWI EX U.S. ETF 465.0 $31K 0.01% NEW $67.13 +9.5%
223 IHAK ISHARES CYBERSECURITY & TECH ETF 640.0 $31K 0.01% NEW $48.12 +11.1%
224 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 691.0 $31K 0.01% NEW $44.34 +13.9%
225 SYY SYSCO CORP COM Consumer Defensive 414.0 $31K 0.01% NEW $73.69 -0.2%
226 HAL HALLIBURTON CO COM Energy 1,008.0 $28K 0.01% NEW $28.26 +51.4%
227 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 101.0 $28K 0.01% NEW $276.18 +4.8%
228 DIS DISNEY WALT CO COM Communication Services 244.0 $28K 0.01% NEW $113.82 -8.7%
229 AMAT APPLIED MATLS INC COM Technology 108.0 $28K 0.01% NEW $256.99 +58.3%
230 DTE DTE ENERGY CO COM Utilities 214.0 $28K 0.01% NEW $128.98 +9.6%
231 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 78.0 $27K 0.01% NEW $350.55 +12.4%
232 TEL TE CONNECTIVITY PLC ORD SHS Technology 119.0 $27K 0.01% NEW $227.51 -11.9%
233 APH AMPHENOL CORP CL A Technology 196.0 $26K 0.01% NEW $135.14 -11.8%
234 TRV TRAVELERS COMPANIES INC COM Financial Services 90.0 $26K 0.01% NEW $290.06 +5.5%
235 CSX CSX CORP COM Industrials 718.0 $26K 0.01% NEW $36.25 +27.4%
236 GS GOLDMAN SACHS GROUP INC COM Financial Services 29.0 $25K 0.01% NEW $879.00 +7.7%
237 PAAA PGIM AAA CLO ETF 488.0 $25K 0.01% NEW $51.26 +0.4%
238 PULS PGIM ULTRA SHORT BOND ETF 503.0 $25K 0.01% NEW $49.59 +0.1%
239 PRF INVESCO RAFI US 1000 ETF 530.0 $25K 0.01% NEW $46.95 +11.1%
240 MET METLIFE INC COM Financial Services 315.0 $25K 0.01% NEW $78.94 +3.1%
Page 12 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%