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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 31 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EXTR EXTREME NETWORKS INC COM Technology 3.0 $97.0 NEW $32.33 -28.8%
602 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 1.0 $91.0 $91.00 -0.5%
603 TIP ISHARES TIPS BOND ETF 1.0 $77.0 $77.00 +39.1%
604 SLF SUN LIFE FINANCIAL INC. COM Financial Services 1.0 $76.0 $76.00 +3.9%
605 CNDT CONDUENT INC COM Technology 40.0 $58.0 $1.45 +11.0%
606 WWW WOLVERINE WORLD WIDE INC COM Consumer Cyclical 3.0 $50.0 NEW $16.67 +25.8%
607 BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 1.0 $42.0 $42.00 +11.6%
608 STIP ISHARES 0-5 YEAR TIPS BOND ETF $36.0 NEW
609 WT WISDOMTREE INC COM Financial Services 2.0 $34.0 NEW $17.00 +38.3%
Page 31 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%