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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 14 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EBAY EBAY INC. COM Consumer Cyclical 181.0 $20K 0.00% +3.0 +1.7% $111.75 -4.2%
262 SNA SNAP ON INC COM Industrials 50.0 $20K 0.00% $402.40 -2.0%
263 SCHW SCHWAB CHARLES CORP COM Financial Services 218.0 $20K 0.00% $92.27 +23.2%
264 VHT VANGUARD HEALTH CARE ETF 65.0 $19K 0.00% $299.02 +9.5%
265 CSX CSX CORP COM Industrials 405.0 $19K 0.00% -313.0 -43.6% $47.53 +8.2%
266 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 1,630.0 $19K 0.00% $11.74 -5.0%
267 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 1,135.0 $19K 0.00% $16.75 +42.3%
268 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 99.0 $19K 0.00% $191.75 -7.1%
269 TRV TRAVELERS COMPANIES INC COM Financial Services 57.0 $19K 0.00% -31.0 -35.2% $330.12 +12.2%
270 OTIS OTIS WORLDWIDE CORP COM Industrials 250.0 $18K 0.00% $71.60 +0.8%
271 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 189.0 $17K 0.00% $92.09 -1.5%
272 RDDT REDDIT INC CL A Communication Services 100.0 $17K 0.00% $173.58 -12.0%
273 MU MICRON TECHNOLOGY INC COM Technology 15.0 $17K 0.00% $1154.27 -21.1%
274 IYG ISHARES US FINANCIAL SERVICES ETF 189.0 $17K 0.00% $90.47 +8.1%
275 BC BRUNSWICK CORP COM Consumer Cyclical 200.0 $17K 0.00% $84.24 -3.5%
276 GSY INVESCO ULTRA SHORT DURATION ETF 333.0 $17K 0.00% NEW $50.15 -0.1%
277 FDX FEDEX CORP COM Industrials 53.0 $17K 0.00% $313.13 +6.7%
278 GM GENERAL MTRS CO COM Consumer Cyclical 212.0 $16K 0.00% $77.26 +12.6%
279 FSLR FIRST SOLAR INC COM Energy 69.0 $16K 0.00% $235.96 -11.7%
280 LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 174.0 $16K 0.00% $93.13 -0.5%
Page 14 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%