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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 13 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 COP CONOCOPHILLIPS COM Energy 240.0 $25K 0.01% +5.0 +2.1% $103.96 +28.3%
242 ROK ROCKWELL AUTOMATION INC COM Industrials 50.0 $25K 0.01% $495.08 -13.2%
243 MGK VANGUARD MEGA CAP GROWTH ETF 280.0 $25K 0.01% +224.0 +400.0% $87.91 +0.5%
244 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 168.0 $25K 0.01% $146.41 -3.2%
245 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 98.0 $24K 0.01% $247.89 +8.5%
246 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 766.0 $24K 0.00% +13.0 +1.7% $31.61 +13.6%
247 VTV VANGUARD VALUE ETF 110.0 $24K 0.00% +1.0 +0.9% $217.77 +4.1%
248 PANW PALO ALTO NETWORKS INC COM Technology 70.0 $24K 0.00% $341.01 +2.9%
249 GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 466.0 $24K 0.00% $50.58 -0.0%
250 TEL TE CONNECTIVITY PLC ORD SHS Technology 115.0 $23K 0.00% +1.0 +0.9% $201.61 +0.4%
251 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 505.0 $23K 0.00% $45.67 +5.4%
252 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 893.0 $23K 0.00% +554.0 +163.4% $25.52 -1.4%
253 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 422.0 $23K 0.00% $53.61 +8.6%
254 PH PARKER-HANNIFIN CORP COM Industrials 23.0 $22K 0.00% $978.13 +3.7%
255 UNP UNION PAC CORP COM Industrials 82.0 $22K 0.00% +2.0 +2.5% $272.00 +13.9%
256 FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 424.0 $22K 0.00% $52.55 +4.5%
257 SCHF SCHWAB INTERNATIONAL EQUITY ETF 804.0 $22K 0.00% NEW $27.70 +2.2%
258 DUK DUKE ENERGY CORP NEW COM NEW Utilities 175.0 $22K 0.00% $126.58 -3.6%
259 DIS DISNEY WALT CO COM Communication Services 218.0 $21K 0.00% -17.0 -7.2% $96.43 +14.7%
260 PKG PACKAGING CORP AMER COM Consumer Cyclical 85.0 $20K 0.00% +1.0 +1.2% $238.28 +4.4%
Page 13 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%