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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 20 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 82.0 $4K 0.00% NEW $48.59 +66.1%
382 SHEL SHELL PLC SPON ADS Energy 54.0 $4K 0.00% NEW $73.48 +20.4%
383 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 200.0 $4K 0.00% NEW $19.71 -34.7%
384 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 96.0 $4K 0.00% NEW $40.35 +9.0%
385 BLACKROCK MUNIYIELD QUALITY FD COM 383.0 $4K 0.00% NEW $10.05
386 FMN FEDERATED HERMES PREM MUNI INM COM Financial Services 333.0 $4K 0.00% NEW $11.11 -0.5%
387 AMD ADVANCED MICRO DEVICES INC COM Technology 17.0 $4K 0.00% NEW $214.18 +95.9%
388 WELLS FARGO & CO PERP PFD CNV A 3.0 $4K 0.00% NEW $1212.00
389 IYH ISHARES U.S. HEALTHCARE ETF 55.0 $4K 0.00% NEW $65.11 -5.0%
390 BLACKROCK MUNIVEST FD II INC COM 319.0 $3K 0.00% NEW $10.81
391 FCX FREEPORT-MCMORAN INC CL B Basic Materials 67.0 $3K 0.00% NEW $50.79 +17.3%
392 VKI INVESCO ADVANTAGE MUN INCOME T SH BEN INT Financial Services 364.0 $3K 0.00% NEW $9.12 -5.0%
393 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 320.0 $3K 0.00% NEW $10.37 -3.6%
394 IYR ISHARES U.S. REAL ESTATE ETF 35.0 $3K 0.00% NEW $93.89 +7.9%
395 RGR STURM RUGER & CO INC COM Industrials 100.0 $3K 0.00% NEW $32.65 +22.8%
396 ASML ASML HLDG NV N Y REGISTRY SHS Technology 3.0 $3K 0.00% NEW $1070.00 +37.5%
397 OLN OLIN CORP COM PAR $1 Basic Materials 150.0 $3K 0.00% NEW $20.83 +25.0%
398 BK BANK NEW YORK MELLON CORP COM Financial Services 26.0 $3K 0.00% NEW $116.08 +18.5%
399 CMU MFS HIGH YIELD MUN TR SH BEN INT Financial Services 844.0 $3K 0.00% NEW $3.51 -3.7%
400 ZTS ZOETIS INC CL A Healthcare 22.0 $3K 0.00% NEW $125.82 -38.0%
Page 20 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%