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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 17 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NVS NOVARTIS AG SPONSORED ADR Healthcare 67.0 $10K 0.00% $156.72 +0.8%
322 BX BLACKSTONE INC COM Financial Services 87.0 $10K 0.00% $117.67 +22.1%
323 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 799.0 $10K 0.00% $12.80 -5.1%
324 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 82.0 $10K 0.00% -26.0 -24.1% $124.44 +49.9%
325 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 21.0 $10K 0.00% +1.0 +5.0% $477.57 -14.1%
326 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 84.0 $10K 0.00% $114.88 -1.2%
327 HSY HERSHEY CO COM Consumer Defensive 54.0 $9K 0.00% -2.0 -3.6% $175.44 +8.3%
328 IEUR ISHARES CORE MSCI EUROPE ETF 125.0 $9K 0.00% $75.17 +4.2%
329 SNDK SANDISK CORP COM Technology 4.0 $9K 0.00% NEW $2273.75 -34.3%
330 FAST FASTENAL CO COM Industrials 186.0 $9K 0.00% $48.03 +6.8%
331 EXC EXELON CORP COM Utilities 188.0 $9K 0.00% -33.0 -14.9% $46.62 -4.9%
332 EAOA ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF 193.0 $9K 0.00% +64.0 +49.6% $45.35 +1.2%
333 DOV DOVER CORP COM Industrials 39.0 $9K 0.00% $224.28 -9.2%
334 EAOM ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF 276.0 $9K 0.00% $31.46 -0.5%
335 HAS HASBRO INC COM Consumer Cyclical 105.0 $9K 0.00% $82.59 +15.5%
336 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 100.0 $9K 0.00% $86.09 +17.3%
337 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 500.0 $8K 0.00% $16.81 -1.3%
338 MQY BLACKROCK MUNIYILD QULT FD INC COM Financial Services 724.0 $8K 0.00% $11.60 -4.6%
339 WDC WESTERN DIGITAL CORP COM Technology 13.0 $8K 0.00% +9.0 +225.0% $638.69 -31.8%
340 KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 248.0 $8K 0.00% $33.16 +4.7%
Page 17 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%