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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $483.8B AUM 515 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 89 Added 115 Reduced 29 Exited
Page 18 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 17.0 $8K 0.00% $446.53 -2.1%
342 ARTY ISHARES FUTURE AI & TECH ETF 162.0 $8K 0.00% $46.53 +38.6%
343 TTEK TETRA TECH INC NEW COM Industrials 250.0 $8K 0.00% $30.12 -13.1%
344 CRWD CROWDSTRIKE HLDGS INC CL A Technology 19.0 $7K 0.00% +2.0 +11.8% $390.42 +52.2%
345 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 708.0 $7K 0.00% NEW $10.40 +1.3%
346 KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 248.0 $7K 0.00% $29.69 +7.6%
347 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 267.0 $7K 0.00% +225.0 +535.7% $27.46 -1.8%
348 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 183.0 $7K 0.00% $39.89 +2.5%
349 FENY FIDELITY MSCI ENERGY INDEX ETF 209.0 $7K 0.00% $34.02 -0.9%
350 VOX VANGUARD COMMUNICATION SERVICES ETF 39.0 $7K 0.00% $179.85 +9.6%
351 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 16.0 $7K 0.00% $434.00 -9.4%
352 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 20.0 $7K 0.00% NEW $337.95 +19.6%
353 CSL CARLISLE COS INC COM Industrials 20.0 $7K 0.00% $333.60 -0.8%
354 XEL XCEL ENERGY INC COM Utilities 81.0 $6K 0.00% +6.0 +8.0% $79.44 -1.9%
355 JCI JOHNSON CTLS INTL PLC SHS Industrials 48.0 $6K 0.00% -1.0 -2.0% $130.96 +9.3%
356 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 82.0 $6K 0.00% $76.16 +11.8%
357 SHW SHERWIN WILLIAMS CO COM Basic Materials 19.0 $6K 0.00% -1.0 -5.0% $320.53 -6.4%
358 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 128.0 $6K 0.00% $47.37 +3.5%
359 O REALTY INCOME CORP COM Real Estate 97.0 $6K 0.00% $61.18 -0.1%
360 EWJ ISHARES MSCI JAPAN ETF 70.0 $6K 0.00% $84.44 +7.7%
Page 18 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%