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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 18 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 128.0 $8K 0.00% $63.87 +16.2%
342 ADBE ADOBE INC COM Technology 38.0 $8K 0.00% +3.0 +8.6% $205.03 +34.7%
343 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 708.0 $8K 0.00% $10.99 -3.4%
344 ISHARES MSCI INTL QUALITY FACTOR ETF 156.0 $8K 0.00% NEW $49.55
345 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 183.0 $8K 0.00% $41.48 -0.4%
346 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 82.0 $7K 0.00% +16.0 +24.2% $91.20 -18.6%
347 CSL CARLISLE COS INC COM Industrials 20.0 $7K 0.00% $362.75 -0.1%
348 TTEK TETRA TECH INC NEW COM Industrials 250.0 $7K 0.00% $28.89 +27.6%
349 VOX VANGUARD COMMUNICATION SERVICES ETF 39.0 $7K 0.00% $183.95 +1.8%
350 JCI JOHNSON CTLS INTL PLC SHS Industrials 48.0 $7K 0.00% $146.10 -2.1%
351 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 14.0 $7K 0.00% -3.0 -17.6% $496.71 +10.2%
352 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 16.0 $7K 0.00% $415.31 +15.9%
353 SOLV SOLVENTUM CORP COM SHS Healthcare 85.0 $7K 0.00% $77.15 +18.3%
354 EWJ ISHARES MSCI JAPAN ETF 70.0 $7K 0.00% $93.27 +1.7%
355 XEL XCEL ENERGY INC COM Utilities 81.0 $7K 0.00% $80.30 -3.7%
356 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 242.0 $6K 0.00% -25.0 -9.4% $26.66 +7.6%
357 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 128.0 $6K 0.00% $49.89 -0.3%
358 IWO ISHARES RUSSELL 2000 GROWTH ETF 16.0 $6K 0.00% $393.94 -2.7%
359 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 70.0 $6K 0.00% -12.0 -14.6% $88.60 -37.5%
360 IWN ISHARES RUSSELL 2000 VALUE ETF 28.0 $6K 0.00% -194.0 -87.4% $221.21 +1.3%
Page 18 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%