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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 4,065.0 $645K 0.17% +301.0 +8.0% $158.68 +8.1%
42 XLC SELECT SECTOR SPDR TR 5,783.0 $620K 0.17% +50.0 +0.9% $107.14 +4.0%
43 NULV NUSHARES ETF TR 11,763.0 $588K 0.16% +2K +26.4% $49.99 +7.9%
44 USXF ISHARES TR 8,355.0 $580K 0.15% +2K +28.7% $69.45 -0.5%
45 UNH UNITEDHEALTH GROUP INC Healthcare 1,256.0 $522K 0.14% +8.0 +0.6% $415.51 -4.9%
46 IEMG ISHARES INC 6,266.0 $519K 0.14% +870.0 +16.1% $82.84 -0.5%
47 VUG VANGUARD INDEX FDS 5,793.0 $499K 0.13% +5K +488.7% $86.14 +3.2%
48 GOOGL ALPHABET INC Communication Services 1,377.0 $492K 0.13% +68.0 +5.2% $357.27 -4.7%
49 IJR ISHARES TR 3,112.0 $462K 0.12% +121.0 +4.0% $148.31 -1.0%
50 DFSI DIMENSIONAL ETF TRUST 9,959.0 $449K 0.12% +2K +23.4% $45.10 +5.2%
51 IWF ISHARES TR 3,005.0 $373K 0.10% +2K +352.6% $124.17 -0.2%
52 GOOG ALPHABET INC 1,012.0 $357K 0.10% +38.0 +3.9% $353.25
53 SHYD VANECK ETF TRUST 15,047.0 $345K 0.09% +4K +39.6% $22.90 -0.8%
54 XLY SELECT SECTOR SPDR TR 2,931.0 $344K 0.09% +73.0 +2.5% $117.27 -1.2%
55 VO VANGUARD INDEX FDS 4,136.0 $333K 0.09% +3K +279.8% $80.57 +3.1%
56 ETN EATON CORP PLC Industrials 776.0 $331K 0.09% +109.0 +16.3% $425.90 -2.3%
57 VCR VANGUARD WORLD FD 700.0 $278K 0.07% +46.0 +7.0% $396.43 -1.7%
58 IAU ISHARES GOLD TR Financial Services 3,546.0 $268K 0.07% +1K +44.7% $75.51 +14.7%
59 JNJ JOHNSON & JOHNSON Healthcare 1,047.0 $266K 0.07% +24.0 +2.4% $253.99 +4.6%
60 META META PLATFORMS INC Communication Services 436.0 $246K 0.07% +12.0 +2.8% $563.77 +1.3%
Page 3 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%