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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 6 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 2,399.0 $181K 0.03% $75.28 -1.0%
102 AXP AMERICAN EXPRESS CO COM Financial Services 531.0 $180K 0.03% $338.25 +0.8%
103 IHI ISHARES U.S. MEDICAL DEVICES ETF 3,471.0 $171K 0.03% -3K -44.9% $49.40 +13.3%
104 MCD MCDONALDS CORP COM Consumer Cyclical 630.0 $170K 0.03% -24.0 -3.7% $270.31 +0.7%
105 GE GE AEROSPACE COM NEW Industrials 450.0 $168K 0.03% +11.0 +2.5% $374.04 -8.8%
106 XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 3,206.0 $167K 0.03% $52.14 -1.4%
107 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 1,414.0 $166K 0.03% +1K +1234.0% $117.46 -0.8%
108 IFRA ISHARES U.S. INFRASTRUCTURE ETF 2,626.0 $166K 0.03% -98.0 -3.6% $63.05 -5.8%
109 UNH UNITEDHEALTH GROUP INC COM Healthcare 398.0 $165K 0.03% +10.0 +2.6% $415.63 -4.7%
110 TJX TJX COS INC NEW COM Consumer Cyclical 1,049.0 $159K 0.03% $151.53 -7.5%
111 PEP PEPSICO INC COM Consumer Defensive 1,167.0 $158K 0.03% $135.40 +7.2%
112 AA ALCOA CORP COM Basic Materials 3,000.0 $156K 0.03% $52.14 -3.4%
113 CSCO CISCO SYS INC COM Technology 1,265.0 $149K 0.03% +12.0 +1.0% $117.46 -5.5%
114 WM WASTE MGMT INC DEL COM Industrials 666.0 $148K 0.03% $222.88 +2.0%
115 VTEB VANGUARD TAX-EXEMPT BOND ETF 2,901.0 $147K 0.03% -2K -42.4% $50.58 -2.0%
116 IVE ISHARES S&P 500 VALUE ETF 638.0 $145K 0.03% $227.06 +4.6%
117 NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 3,600.0 $144K 0.03% $40.02 +3.3%
118 GD GENERAL DYNAMICS CORP COM Industrials 397.0 $141K 0.03% +44.0 +12.5% $354.24 +8.1%
119 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 198.0 $139K 0.03% $703.34 -1.3%
120 DNP DNP SELECT INCOME FD INC COM Financial Services 12,765.0 $138K 0.03% $10.79 +0.6%
Page 6 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%