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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 15 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GM GENERAL MTRS CO COM Consumer Cyclical 212.0 $16K 0.00% -14.0 -6.2% $74.51 -1.9%
282 IYG ISHARES US FINANCIAL SERVICES ETF 189.0 $16K 0.00% $82.84 +3.7%
283 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 145.0 $15K 0.00% -164.0 -53.1% $106.50 -0.4%
284 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 254.0 $15K 0.00% $60.63 -3.8%
285 ECL ECOLAB INC COM Basic Materials 57.0 $15K 0.00% $266.02 -6.3%
286 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 351.0 $15K 0.00% $42.28 -0.2%
287 BC BRUNSWICK CORP COM Consumer Cyclical 200.0 $15K 0.00% $72.76 +1.0%
288 STT STATE STR CORP COM Financial Services 114.0 $14K 0.00% +14.0 +14.0% $126.56 +21.5%
289 DTM DT MIDSTREAM INC COMMON STOCK Energy 107.0 $14K 0.00% $134.67 +10.5%
290 MRSH MARSH & MCLENNAN COS INC COM Financial Services 83.0 $14K 0.00% -2.0 -2.4% $173.45 -4.3%
291 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 300.0 $14K 0.00% $47.59 -1.6%
292 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 137.0 $14K 0.00% $100.09 -5.5%
293 FSLR FIRST SOLAR INC COM Energy 69.0 $14K 0.00% $197.26 +18.4%
294 RDDT REDDIT INC CL A Communication Services 100.0 $13K 0.00% $134.65 +18.2%
295 VMO INVESCO MUN OPPORTUNIT TR COM Financial Services 1,411.0 $13K 0.00% $9.51 -1.3%
296 NZF NUVEEN MUN CR INCOME FD COM SH BEN INT Financial Services 1,069.0 $13K 0.00% $12.18 -0.7%
297 MYI BLACKROCK MUNIYIELD QUALITY FD COM Financial Services 1,218.0 $13K 0.00% NEW $10.51 +0.8%
298 MHD BLACKROCK MUNIHOLDINGS FD INC COM Financial Services 1,123.0 $13K 0.00% NEW $11.28 -0.2%
299 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 106.0 $13K 0.00% +1.0 +0.9% $118.69 -1.7%
300 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 36.0 $12K 0.00% $345.14 -9.8%
Page 15 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%