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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 7 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 542.0 $131K 0.02% -26.0 -4.6% $242.42 -2.7%
122 GILD GILEAD SCIENCES INC COM Healthcare 1,018.0 $129K 0.02% +6.0 +0.6% $126.34 +15.3%
123 DE DEERE & CO COM Industrials 199.0 $126K 0.02% $634.33 +3.2%
124 ETN EATON CORP PLC SHS Industrials 296.0 $126K 0.02% $426.12 -3.3%
125 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 825.0 $122K 0.02% -48.0 -5.5% $147.73 +0.9%
126 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 4,107.0 $116K 0.02% $28.24 -4.2%
127 EXXONMOBIL HOLDINGS CORP COM SHS 847.0 $116K 0.02% NEW $136.72
128 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 526.0 $115K 0.02% -618.0 -54.0% $219.52 +1.7%
129 KMI KINDER MORGAN INC DEL COM Energy 3,499.0 $112K 0.02% +31.0 +0.9% $31.97 -3.6%
130 LMT LOCKHEED MARTIN CORP COM Industrials 214.0 $109K 0.02% $509.46 +10.2%
131 ABBV ABBVIE INC COM Healthcare 417.0 $105K 0.02% +9.0 +2.2% $251.64 +5.2%
132 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1,325.0 $105K 0.02% $79.03 -0.5%
133 EMR EMERSON ELEC CO COM Industrials 727.0 $104K 0.02% $143.15 +9.8%
134 GEV GE VERNOVA INC COM Utilities 88.0 $103K 0.02% $1172.51 -20.3%
135 SPGI S&P GLOBAL INC COM Financial Services 252.0 $103K 0.02% +71.0 +39.2% $407.26 +7.3%
136 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 1,000.0 $101K 0.02% $101.10 +1.8%
137 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 4,002.0 $100K 0.02% $24.99 -0.5%
138 ORCL ORACLE CORP COM Technology 654.0 $96K 0.02% -76.0 -10.4% $146.55 -2.5%
139 XYL XYLEM INC COM Industrials 800.0 $95K 0.02% $118.21 -3.0%
140 IAU ISHARES GOLD TRUST Financial Services 1,250.0 $94K 0.02% $75.51 +16.2%
Page 7 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%