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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 9 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CI THE CIGNA GROUP COM Healthcare 253.0 $70K 0.01% $275.90 +1.0%
162 WMT WALMART INC COM Consumer Defensive 613.0 $69K 0.01% +11.0 +1.8% $113.26 -7.5%
163 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 341.0 $68K 0.01% $199.27 +11.2%
164 PGR PROGRESSIVE CORP COM Financial Services 311.0 $68K 0.01% $218.45 +2.0%
165 WTRG ESSENTIAL UTILS INC COM Utilities 1,766.0 $68K 0.01% $38.31 +6.8%
166 MA MASTERCARD INCORPORATED CL A Financial Services 128.0 $66K 0.01% +2.0 +1.6% $513.60 +16.1%
167 EFG ISHARES MSCI EAFE GROWTH ETF 519.0 $65K 0.01% $124.42 +0.5%
168 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 917.0 $64K 0.01% -408.0 -30.8% $69.52 +0.3%
169 IDXX IDEXX LABS INC COM Healthcare 120.0 $63K 0.01% $526.44 +5.4%
170 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 759.0 $63K 0.01% -380.0 -33.4% $82.63 -0.5%
171 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 618.0 $62K 0.01% $100.81 -0.1%
172 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 751.0 $62K 0.01% -188.0 -20.0% $82.84 -2.8%
173 MTB M & T BK CORP COM Financial Services 253.0 $60K 0.01% +2.0 +0.8% $237.77 +1.8%
174 CARR CARRIER GLOBAL CORPORATION COM Industrials 810.0 $59K 0.01% $73.35 -18.4%
175 NFLX NETFLIX INC. COM Communication Services 803.0 $57K 0.01% -15.0 -1.8% $71.40 +12.2%
176 ITW ILLINOIS TOOL WKS INC COM Industrials 210.0 $57K 0.01% -35.0 -14.3% $270.47 +4.7%
177 T AT&T INC COM Communication Services 2,730.0 $57K 0.01% -696.0 -20.3% $20.70 +24.3%
178 MMM 3M CO COM Industrials 342.0 $55K 0.01% $161.91 +10.5%
179 MRK MERCK & CO INC COM Healthcare 425.0 $55K 0.01% -47.0 -10.0% $128.50 +17.2%
180 CAT CATERPILLAR INC COM Industrials 51.0 $54K 0.01% -30.0 -37.0% $1064.90 -23.9%
Page 9 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%