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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 12 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KR KROGER CO COM Consumer Defensive 598.0 $33K 0.01% -6.0 -1.0% $55.53 +6.4%
222 DTE DTE ENERGY CO COM Utilities 214.0 $33K 0.01% $152.37 -11.0%
223 STT STATE STR CORP COM Financial Services 189.0 $32K 0.01% +75.0 +65.8% $169.60 +12.6%
224 APH AMPHENOL CORP CL A Technology 181.0 $32K 0.01% +1.0 +0.6% $176.32 -11.8%
225 AON AON PLC SHS CL A Financial Services 94.0 $31K 0.01% $331.69 +8.3%
226 MCK MCKESSON CORP COM Healthcare 41.0 $31K 0.01% $755.61 +15.6%
227 AMP AMERIPRISE FINL INC COM Financial Services 66.0 $30K 0.01% $458.76 +22.3%
228 SPACE EXPLORATION TECHN CORP CLASS A COM STK 175.0 $30K 0.01% NEW $170.86
229 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 101.0 $29K 0.01% $290.32 -2.6%
230 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 75.0 $29K 0.01% $386.73 +4.1%
231 PRF INVESCO RAFI US 1000 ETF 534.0 $29K 0.01% $54.04 +3.9%
232 AMD ADVANCED MICRO DEVICES INC COM Technology 49.0 $28K 0.01% +39.0 +390.0% $580.92 -21.4%
233 GS GOLDMAN SACHS GROUP INC COM Financial Services 28.0 $28K 0.01% +3.0 +12.0% $1011.36 +2.5%
234 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 225.0 $28K 0.01% -3.0 -1.3% $123.11 +32.4%
235 MET METLIFE INC COM Financial Services 327.0 $28K 0.01% $84.61 +13.7%
236 MS MORGAN STANLEY COM NEW Financial Services 127.0 $27K 0.01% +5.0 +4.1% $209.04 +2.4%
237 VIS VANGUARD INDUSTRIALS ETF 72.0 $26K 0.01% $360.38 -4.9%
238 AZN ASTRAZENECA PLC ORD Healthcare 134.0 $25K 0.01% +2.0 +1.5% $189.62 -12.1%
239 CNRG STATE STREET SPDR S&P KENSHO CLEAN POWER ETF 224.0 $25K 0.01% $113.10 -21.6%
240 PAAA PGIM AAA CLO ETF 488.0 $25K 0.01% $51.27 +0.4%
Page 12 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%