BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 21 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RGR STURM RUGER & CO INC COM Industrials 100.0 $4K 0.00% $37.85 +1.6%
402 CAR AVIS BUDGET GROUP INC COM Industrials 25.0 $4K 0.00% NEW $147.84 -0.6%
403 LIN LINDE PLC SHS Basic Materials 7.0 $4K 0.00% +1.0 +16.7% $519.00 -5.6%
404 CLSK CLEANSPARK INC COM NEW Technology 246.0 $4K 0.00% NEW $14.55 -18.0%
405 IYR ISHARES U.S. REAL ESTATE ETF 35.0 $4K 0.00% $102.26 +3.1%
406 COIN COINBASE GLOBAL INC COM CL A Financial Services 24.0 $4K 0.00% NEW $146.21 +22.8%
407 WELLS FARGO & CO PERP PFD CNV A 3.0 $3K 0.00% $1157.00
408 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 200.0 $3K 0.00% $17.35 -4.3%
409 VKI INVESCO ADVANTAGE MUN INCOME T SH BEN INT Financial Services 364.0 $3K 0.00% $9.48 -7.2%
410 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 320.0 $3K 0.00% $10.60 -3.2%
411 GRMN GARMIN LTD SHS Technology 14.0 $3K 0.00% $237.57 +22.6%
412 GLW CORNING INC COM Technology 13.0 $3K 0.00% +1.0 +8.3% $255.46 -43.0%
413 ADSK AUTODESK INC COM Technology 17.0 $3K 0.00% $194.41 +30.9%
414 IWB ISHARES RUSSELL 1000 ETF 8.0 $3K 0.00% -257.0 -97.0% $409.50 +2.2%
415 AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS Technology 67.0 $3K 0.00% NEW $47.33 -45.3%
416 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 70.0 $3K 0.00% $45.11 +16.2%
417 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 27.0 $3K 0.00% +1.0 +3.9% $116.67 +50.8%
418 TTD THE TRADE DESK INC COM CL A Technology 174.0 $3K 0.00% NEW $18.08 -26.6%
419 BLOCK INC CL A 41.0 $3K 0.00% +11.0 +36.7% $76.00
420 AMT AMERICAN TOWER CORP COM Real Estate 19.0 $3K 0.00% -36.0 -65.5% $163.58 +9.1%
Page 21 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%