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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 20 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RGR STURM RUGER & CO INC COM Industrials 100.0 $4K 0.00% $40.09 -1.5%
382 ASML ASML HLDG NV N Y REGISTRY SHS Technology 3.0 $4K 0.00% $1320.67 +11.5%
383 FCX FREEPORT MCMORAN INC CL B Basic Materials 67.0 $4K 0.00% $58.78 +7.2%
384 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 96.0 $4K 0.00% $40.83 +7.1%
385 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 26.0 $4K 0.00% +1.0 +4.0% $146.27 -8.4%
386 BK BANK NEW YORK MELLON CORP COM Financial Services 32.0 $4K 0.00% +6.0 +23.1% $118.62 +15.1%
387 MDB MONGODB INC CL A Technology 15.0 $4K 0.00% $244.80 +27.5%
388 FMN FEDERATED HERMES PREM MUNI INM COM Financial Services 333.0 $4K 0.00% $10.93 +1.8%
389 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 48.0 $4K 0.00% $74.46 +9.7%
390 WELLS FARGO & CO PERP PFD CNV A 3.0 $3K 0.00% $1155.00
391 IYH ISHARES U.S. HEALTHCARE ETF 55.0 $3K 0.00% $61.64 -0.8%
392 IYR ISHARES U.S. REAL ESTATE ETF 35.0 $3K 0.00% $94.57 +6.7%
393 GRMN GARMIN LTD SHS Technology 14.0 $3K 0.00% +2.0 +16.7% $232.00 -2.7%
394 QCOM QUALCOMM INC COM Technology 25.0 $3K 0.00% -12.0 -32.4% $128.80 +56.4%
395 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 320.0 $3K 0.00% $9.87 +1.6%
396 VKI INVESCO ADVANTAGE MUN INCOME T SH BEN INT Financial Services 364.0 $3K 0.00% $8.66 +0.4%
397 INTU INTUIT COM Technology 7.0 $3K 0.00% -5.0 -41.7% $432.43 -9.1%
398 CMU MFS HIGH YIELD MUN TR SH BEN INT Financial Services 844.0 $3K 0.00% $3.58 -4.5%
399 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 200.0 $3K 0.00% $15.05 -8.4%
400 LIN LINDE PLC SHS Basic Materials 6.0 $3K 0.00% $495.83 +2.1%
Page 20 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%