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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 15 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CEG CONSTELLATION ENERGY CORP COM Utilities 65.0 $16K 0.00% $248.37 +10.1%
282 ECL ECOLAB INC COM Basic Materials 57.0 $16K 0.00% $278.61 +3.0%
283 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 318.0 $16K 0.00% NEW $49.78 -0.5%
284 TXN TEXAS INSTRS INC COM Technology 53.0 $16K 0.00% +1.0 +1.9% $298.08 -13.1%
285 DTM DT MIDSTREAM INC COMMON STOCK Energy 107.0 $16K 0.00% $146.74 -14.3%
286 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 16.0 $15K 0.00% +5.0 +45.5% $965.00 -17.7%
287 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 111.0 $15K 0.00% $136.95 +35.4%
288 ADI ANALOG DEVICES INC COM Technology 38.0 $15K 0.00% +3.0 +8.6% $397.16 -6.5%
289 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 260.0 $15K 0.00% +6.0 +2.4% $57.61 +16.8%
290 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 351.0 $15K 0.00% $42.38 -0.3%
291 EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF 391.0 $15K 0.00% +96.0 +32.5% $37.88 +0.4%
292 NKE NIKE INC CL B Consumer Cyclical 360.0 $15K 0.00% $41.05 -0.7%
293 FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 772.0 $15K 0.00% NEW $18.85 -0.5%
294 LOW LOWES COS INC COM Consumer Cyclical 66.0 $15K 0.00% -6.0 -8.3% $220.48 -1.6%
295 CRWD CROWDSTRIKE HLDGS INC CL A Technology 19.0 $14K 0.00% $190.79 -0.1%
296 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 300.0 $14K 0.00% $47.52 -2.2%
297 USB US BANCORP COM NEW Financial Services 235.0 $14K 0.00% $60.40 +3.3%
298 MRSH MARSH & MCLENNAN COS INC COM Financial Services 85.0 $14K 0.00% +2.0 +2.4% $166.67 +16.8%
299 VMO INVESCO MUN OPPORTUNIT TR COM Financial Services 1,411.0 $14K 0.00% $9.87 -1.7%
300 KBE STATE STREET SPDR S&P BANK ETF 200.0 $14K 0.00% $68.22 +0.8%
Page 15 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%