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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 23 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MCO MOODYS CORP COM Financial Services 5.0 $2K $453.00 +12.2%
442 NTRS NORTHERN TR CORP COM Financial Services 13.0 $2K $173.85 +7.8%
443 PCQ PIMCO CALIF MUN INCOME FD COM Financial Services 252.0 $2K $8.97 -2.9%
444 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 17.0 $2K $132.53 +4.9%
445 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 9.0 $2K $250.00 -6.1%
446 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 38.0 $2K $57.84 +11.7%
447 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 40.0 $2K $54.55 +4.9%
448 CTVA CORTEVA INC COM Basic Materials 25.0 $2K $84.68 -3.0%
449 SO SOUTHERN CO COM Utilities 22.0 $2K +4.0 +22.2% $95.73 -5.6%
450 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 6.0 $2K -2.0 -25.0% $350.00 -10.6%
451 EQIX EQUINIX INC COM Real Estate 2.0 $2K $1042.50 +1.0%
452 ROP ROPER TECHNOLOGIES INC COM Industrials 6.0 $2K $338.33 +22.2%
453 DLR DIGITAL RLTY TR INC COM Real Estate 11.0 $2K $179.55 +5.2%
454 SRE SEMPRA COM Utilities 21.0 $2K $92.71 -9.1%
455 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 54.0 $2K $36.02 +8.8%
456 VTRS VIATRIS INC COM Healthcare 122.0 $2K -68.0 -35.8% $15.93 +3.3%
457 DGX QUEST DIAGNOSTICS INC COM Healthcare 9.0 $2K $212.00 +14.8%
458 NSC NORFOLK SOUTHN CORP COM Industrials 6.0 $2K $314.67 +11.8%
459 CBRE CBRE GROUP INC CL A Real Estate 14.0 $2K $134.71 +12.2%
460 ING ING GROEP N.V. SPONSORED ADR Financial Services 59.0 $2K NEW $31.37 +11.8%
Page 23 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%