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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 16 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 137.0 $14K 0.00% $99.29 -7.3%
302 NZF NUVEEN MUN CR INCOME FD COM SH BEN INT Financial Services 1,069.0 $14K 0.00% $12.68 -3.7%
303 MYI BLACKROCK MUNIYIELD QUALITY FD COM Financial Services 1,218.0 $14K 0.00% $11.11 -3.6%
304 MHD BLACKROCK MUNIHOLDINGS FD INC COM Financial Services 1,123.0 $13K 0.00% $11.90 -4.1%
305 GDX VANECK GOLD MINERS ETF 175.0 $13K 0.00% $75.45 +37.2%
306 TGT TARGET CORP COM Consumer Defensive 100.0 $13K 0.00% $130.61 +30.1%
307 MFM ABERDEEN MUN INCOME FD SH BEN INT Financial Services 2,241.0 $13K 0.00% NEW $5.62 -5.3%
308 PMO FRANKLIN MUN OPPORTUNITIES TR SH BEN INT Financial Services 1,191.0 $13K 0.00% $10.54 -2.8%
309 F FORD MTR CO COM Consumer Cyclical 890.0 $12K 0.00% $13.90 +0.2%
310 FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 177.0 $12K 0.00% $69.17 +1.9%
311 DHR DANAHER CORP DEL COM Healthcare 64.0 $12K 0.00% +5.0 +8.5% $190.48 +12.9%
312 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 74.0 $12K 0.00% $164.27 +1.9%
313 MFDX PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF 278.0 $12K 0.00% $41.70 +2.5%
314 TROW PRICE T ROWE GROUP INC COM Financial Services 100.0 $11K 0.00% $113.69 -1.2%
315 BHB BAR HBR BANKSHARES COM Financial Services 290.0 $11K 0.00% $37.80 +4.8%
316 SDY STATE STREET SPDR S&P DIVIDEND ETF 72.0 $11K 0.00% $152.18 +4.6%
317 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 122.0 $11K 0.00% $89.48 -21.5%
318 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 37.0 $11K 0.00% +1.0 +2.8% $290.59 -9.6%
319 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 188.0 $11K 0.00% -312.0 -62.4% $56.16 +5.2%
320 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 59.0 $11K 0.00% +57.0 +2850.0% $178.24 +19.7%
Page 16 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%