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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 13 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 111.0 $25K 0.01% NEW $223.17 -33.0%
242 AZN ASTRAZENECA PLC ORD Healthcare 264.0 $24K 0.01% NEW $91.93 +100.8%
243 CEG CONSTELLATION ENERGY CORP COM Utilities 67.0 $24K 0.01% NEW $353.27 -26.2%
244 GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 466.0 $24K 0.01% NEW $50.47 +0.0%
245 MGK VANGUARD MEGA CAP GROWTH ETF 56.0 $23K 0.01% NEW $412.77 -78.8%
246 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 422.0 $23K 0.01% NEW $54.77 -6.7%
247 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 168.0 $23K 0.01% NEW $136.94 -1.4%
248 RDDT REDDIT INC CL A Communication Services 100.0 $23K 0.01% NEW $229.87 -30.8%
249 NKE NIKE INC CL B Consumer Cyclical 360.0 $23K 0.01% NEW $63.71 -33.2%
250 COP CONOCOPHILLIPS COM Energy 235.0 $22K 0.01% NEW $93.61 +33.0%
251 OTIS OTIS WORLDWIDE CORP COM Industrials 250.0 $22K 0.01% NEW $87.35 -18.6%
252 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 505.0 $22K 0.01% NEW $42.96 +4.7%
253 SCHW SCHWAB CHARLES CORP COM Financial Services 217.0 $22K 0.01% NEW $99.91 -7.5%
254 VIS VANGUARD INDUSTRIALS ETF 72.0 $21K 0.01% NEW $298.38 +10.1%
255 NFG NATIONAL FUEL GAS CO COM Energy 263.0 $21K 0.01% NEW $80.06 +3.6%
256 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 424.0 $21K 0.00% NEW $49.20 +11.2%
257 VTV VANGUARD VALUE ETF 109.0 $21K 0.00% NEW $190.59 +8.7%
258 DUK DUKE ENERGY CORP NEW COM NEW Utilities 176.0 $21K 0.00% NEW $117.21 +4.8%
259 MS MORGAN STANLEY COM NEW Financial Services 116.0 $21K 0.00% NEW $177.53 +8.5%
260 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 98.0 $20K 0.00% NEW $206.52 +0.1%
Page 13 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%