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Portfolio (Quarterly) Guide ↗

Mascoma Wealth Management LLC

· CIK 0001695664
13F Portfolio $466M AUM 495 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 495 New
Page 19 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 O REALTY INCOME CORP COM Real Estate 97.0 $5K 0.00% NEW $56.37 +9.5%
362 UBER UBER TECHNOLOGIES INC COM Technology 66.0 $5K 0.00% NEW $81.71 -8.1%
363 WRB BERKLEY W R CORP COM Financial Services 75.0 $5K 0.00% NEW $70.12 -1.9%
364 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 38.0 $5K 0.00% NEW $137.95 +7.0%
365 FENY FIDELITY MSCI ENERGY INDEX ETF 209.0 $5K 0.00% NEW $24.77 +37.5%
366 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 108.0 $5K 0.00% NEW $47.89 -1.9%
367 IWO ISHARES RUSSELL 2000 GROWTH ETF 16.0 $5K 0.00% NEW $323.00 +9.4%
368 MU MICRON TECHNOLOGY INC COM Technology 18.0 $5K 0.00% NEW $285.39 +138.8%
369 IWN ISHARES RUSSELL 2000 VALUE ETF 28.0 $5K 0.00% NEW $181.21 +12.7%
370 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 419.0 $5K 0.00% NEW $12.02 -4.2%
371 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 8.0 $5K 0.00% NEW $622.62 -10.7%
372 FTS FORTIS INC COM Utilities 91.0 $5K 0.00% NEW $51.95 +6.1%
373 MMYT MAKEMYTRIP LIMITED MAURITIUS SHS Consumer Cyclical 55.0 $5K 0.00% NEW $82.13 -45.3%
374 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 25.0 $4K 0.00% NEW $177.76 -24.0%
375 BLACKROCK MUNIYIELD FD INC COM 421.0 $4K 0.00% NEW $10.49
376 EXEL EXELIXIS INC COM Healthcare 100.0 $4K 0.00% NEW $43.83 +13.7%
377 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 66.0 $4K 0.00% NEW $63.73 +45.6%
378 PMM PUTNAM MANAGED MUN INCOME TR COM Financial Services 670.0 $4K 0.00% NEW $6.27 -1.8%
379 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 48.0 $4K 0.00% NEW $86.27 -2.9%
380 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 53.0 $4K 0.00% NEW $76.68 +15.5%
Page 19 of 25  ·  495 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 35.7%
Financial Services 17.5%
Industrials 13.3%
Healthcare 11.1%
Communication Services 8.3%
Consumer Cyclical 7.3%
Consumer Defensive 4.2%
Utilities 0.9%
Energy 0.9%
Basic Materials 0.7%