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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 26 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 RSG REPUBLIC SVCS INC COM Industrials 2.0 $438.0 NEW $219.00 -4.9%
502 VTR VENTAS INC COM Real Estate 5.0 $409.0 NEW $81.80 +6.9%
503 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 5.0 $405.0 NEW $81.00 -5.6%
504 ACGL ARCH CAP GROUP LTD ORD Financial Services 4.0 $384.0 NEW $96.00 -0.1%
505 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 8.0 $376.0 NEW $47.00 -1.4%
506 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 7.0 $373.0 NEW $53.29 -1.2%
507 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 7.0 $277.0 $39.57 +3.3%
508 LIBERTY MEDIA CORP DEL COM LBTY ONE S A 2.0 $156.0 $78.00
509 KD KYNDRYL HLDGS INC COMMON STOCK Technology 11.0 $144.0 $13.09 -13.5%
510 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 1.0 $91.0 $91.00 -0.0%
511 TIP ISHARES TIPS BOND ETF 1.0 $78.0 $78.00 +41.6%
512 SLF SUN LIFE FINANCIAL INC. COM Financial Services 1.0 $61.0 $61.00 +17.9%
513 CNDT CONDUENT INC COM Technology 40.0 $51.0 $1.27 +21.6%
514 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 1.0 $42.0 -107.0 -99.1% $42.00 +12.2%
515 STIP ISHARES 0-5 YEAR TIPS BOND ETF $36.0 -100.0%
Page 26 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%