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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $484M AUM 515 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 89 Added 115 Reduced 29 Exited
Page 12 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 415.0 $34K 0.01% $81.98 +5.0%
222 REET ISHARES GLOBAL REIT ETF 1,317.0 $33K 0.01% NEW $25.15 +7.4%
223 ACWX ISHARES MSCI ACWI EX U.S. ETF 465.0 $32K 0.01% $68.47 +7.3%
224 IBB ISHARES BIOTECHNOLOGY ETF 187.0 $32K 0.01% $168.93 -2.8%
225 AJG GALLAGHER ARTHUR J & CO COM Financial Services 145.0 $31K 0.01% +5.0 +3.6% $216.58 -6.1%
226 DTE DTE ENERGY CO COM Utilities 214.0 $31K 0.01% $146.22 -3.3%
227 COP CONOCOPHILLIPS COM Energy 235.0 $31K 0.01% $132.00 -5.7%
228 AON AON PLC SHS CL A Financial Services 94.0 $30K 0.01% -1.0 -1.1% $322.78 +0.3%
229 WFC WELLS FARGO & CO COM Financial Services 379.0 $30K 0.01% -38.0 -9.1% $79.61 -6.6%
230 SYY SYSCO CORP COM Consumer Defensive 419.0 $30K 0.01% +5.0 +1.2% $71.33 +3.1%
231 CSX CSX CORP COM Industrials 718.0 $29K 0.01% $41.05 +12.5%
232 AMP AMERIPRISE FINL INC COM Financial Services 66.0 $29K 0.01% $444.39 +4.4%
233 IHAK ISHARES CYBERSECURITY & TECH ETF 640.0 $28K 0.01% $43.65 +22.5%
234 SKYY FIRST TRUST CLOUD COMPUTING ETF 240.0 $26K 0.01% $109.36 +17.1%
235 AZN ASTRAZENECA PLC ORD Healthcare 132.0 $26K 0.01% -132.0 -50.0% $197.22 -6.4%
236 TRV TRAVELERS COMPANIES INC COM Financial Services 88.0 $26K 0.01% -2.0 -2.2% $291.68 +4.9%
237 PRF INVESCO RAFI US 1000 ETF 532.0 $25K 0.01% $47.56 +9.7%
238 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 101.0 $25K 0.01% $248.35 +16.5%
239 PAAA PGIM AAA CLO ETF 488.0 $25K 0.01% $51.18 +0.5%
240 TBLL INVESCO SHORT TERM TREASURY ETF 235.0 $25K 0.01% -159.0 -40.4% $105.55 -0.1%
Page 12 of 26  ·  515 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%