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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 23 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DGX QUEST DIAGNOSTICS INC COM Healthcare 9.0 $2K -3.0 -25.0% $196.00 -4.8%
442 PRU PRUDENTIAL FINL INC COM Financial Services 18.0 $2K +9.0 +100.0% $97.67 +4.4%
443 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 24.0 $2K NEW $72.71 +11.3%
444 SO SOUTHERN CO COM Utilities 18.0 $2K $96.50 -4.1%
445 NSC NORFOLK SOUTHN CORP COM Industrials 6.0 $2K $287.00 +10.1%
446 TYL TYLER TECHNOLOGIES INC COM Technology 5.0 $2K NEW $342.40 -8.9%
447 IQVIA HLDGS INC COM 10.0 $2K +6.0 +150.0% $170.50
448 AXON AXON ENTERPRISE INC COM Industrials 4.0 $2K NEW $424.75 -6.0%
449 TPR TAPESTRY INC COM Consumer Cyclical 12.0 $2K NEW $141.08 -8.3%
450 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 70.0 $2K NEW $23.81 +39.0%
451 GLW CORNING INC COM Technology 12.0 $2K $136.00 +41.0%
452 APP APPLOVIN CORP COM CL A Technology 4.0 $2K +1.0 +33.3% $398.00 +23.7%
453 SJM SMUCKER J M CO COM NEW Consumer Defensive 16.0 $2K +4.0 +33.3% $96.44 +4.3%
454 PCAR PACCAR INC COM Industrials 13.0 $2K +5.0 +62.5% $115.54 -4.5%
455 KLAC KLA CORP COM NEW Technology 1.0 $1K NEW $1472.00 +22.6%
456 EA ELECTRONIC ARTS INC COM Communication Services 7.0 $1K NEW $203.86 -1.6%
457 HCA HCA HEALTHCARE INC COM Healthcare 3.0 $1K $473.33 -10.6%
458 ZTS ZOETIS INC CL A Healthcare 12.0 $1K -10.0 -45.5% $118.25 -37.2%
459 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 150.0 $1K $9.42 +45.0%
460 BKR BAKER HUGHES COMPANY CL A Energy 23.0 $1K $61.04 +8.5%
Page 23 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%