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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $374M AUM 117 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 61 Added 28 Reduced 2 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 18,696.0 $1.8M 0.48% +597.0 +3.3% $96.43 +1.3%
22 IYK ISHARES TR 24,153.0 $1.8M 0.47% +570.0 +2.4% $72.66 +2.8%
23 ESGD ISHARES TR 16,485.0 $1.7M 0.45% +4K +37.0% $102.81 +4.0%
24 NVDA NVIDIA CORPORATION Technology 8,068.0 $1.6M 0.43% +138.0 +1.7% $200.10 +13.9%
25 IWM ISHARES TR 4,983.0 $1.5M 0.40% +76.0 +1.6% $300.44 -0.2%
26 IWR ISHARES TR 12,156.0 $1.3M 0.36% +348.0 +3.0% $110.32 +2.7%
27 FENY FIDELITY COVINGTON TRUST 45,112.0 $1.3M 0.36% +4K +8.8% $29.56 +17.0%
28 XLF SELECT SECTOR SPDR TR 24,744.0 $1.3M 0.35% +339.0 +1.4% $53.61 +8.0%
29 IEFA ISHARES TR 13,670.0 $1.3M 0.35% +1K +9.1% $96.58 +4.3%
30 REMX VANECK ETF TRUST 14,678.0 $1.3M 0.35% +2K +12.4% $88.50 -10.5%
31 SPEM SPDR INDEX SHS FDS 24,293.0 $1.3M 0.34% +2K +7.8% $51.78 +2.1%
32 MSFT MICROSOFT CORP Technology 3,256.0 $1.2M 0.33% +454.0 +16.2% $372.98 +35.4%
33 NLR VANECK ETF TRUST 10,405.0 $1.2M 0.32% +2K +23.2% $115.98 +7.8%
34 XLU SELECT SECTOR SPDR TR 25,199.0 $1.1M 0.31% +1K +6.2% $45.34 -4.8%
35 VDC VANGUARD WORLD FD 4,692.0 $1.1M 0.28% +483.0 +11.5% $225.50 +1.6%
36 FMAT FIDELITY COVINGTON TRUST 17,557.0 $1.0M 0.28% +1K +6.2% $58.51 +4.7%
37 BND VANGUARD BD INDEX FDS 12,735.0 $935K 0.25% +2K +23.7% $73.41 -1.2%
38 BNDX VANGUARD CHARLOTTE FDS 18,434.0 $893K 0.24% +9K +93.6% $48.43 -1.5%
39 MRK MERCK & CO INC Healthcare 5,566.0 $715K 0.19% +158.0 +2.9% $128.50 +16.4%
40 ESGE ISHARES INC 11,807.0 $646K 0.17% +3K +27.8% $54.69 -0.6%
Page 2 of 4  ·  61 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
Financial Services 33.9%
Technology 31.5%
Healthcare 13.4%
Industrials 7.5%
Consumer Defensive 4.6%
Communication Services 3.4%
Consumer Cyclical 3.1%
Energy 1.4%
Utilities 1.2%