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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 8 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,795.0 $94K 0.02% $52.42 -0.5%
142 GWW WW GRAINGER INC COM Industrials 69.0 $94K 0.02% $1360.41 -3.1%
143 PAYX PAYCHEX INC COM Industrials 924.0 $91K 0.02% $98.37 +28.2%
144 TBLL INVESCO SHORT TERM TREASURY ETF 853.0 $90K 0.02% +618.0 +263.0% $105.57 +0.0%
145 BLK BLACKROCK INC COM Financial Services 92.0 $88K 0.02% $961.57 +21.6%
146 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,588.0 $84K 0.02% +422.0 +36.2% $53.11 +18.1%
147 AEP AMERICAN ELEC PWR CO INC COM Utilities 613.0 $84K 0.02% $136.81 -11.8%
148 VGT VANGUARD INFORMATION TECHNOLOGY ETF 688.0 $82K 0.01% +602.0 +700.0% $119.52 -2.3%
149 HUM HUMANA INC COM Healthcare 207.0 $82K 0.01% $397.22 -3.1%
150 ZTR VIRTUS TOTAL RETURN FD INC COM Financial Services 11,900.0 $81K 0.01% $6.83 -1.2%
151 ILCV ISHARES MORNINGSTAR VALUE ETF 788.0 $80K 0.01% $101.24 +7.1%
152 MGV VANGUARD MEGA CAP VALUE ETF 485.0 $79K 0.01% $163.45 +2.8%
153 AMAT APPLIED MATLS INC COM Technology 108.0 $78K 0.01% $723.00 -33.1%
154 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 1,284.0 $77K 0.01% NEW $59.73 +0.3%
155 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 395.0 $75K 0.01% $190.34 -5.1%
156 CRM SALESFORCE INC COM Technology 477.0 $75K 0.01% -6.0 -1.2% $156.66 +34.0%
157 C CITIGROUP INC COM NEW Financial Services 518.0 $72K 0.01% +18.0 +3.6% $139.96 -5.7%
158 VTI VANGUARD TOTAL STOCK MARKET ETF 195.0 $72K 0.01% $370.04 +2.0%
159 OACP ONEASCENT CORE PLUS BOND ETF 3,148.0 $72K 0.01% NEW $22.72 -1.3%
160 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 839.0 $70K 0.01% $83.75 +1.7%
Page 8 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%