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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $338M AUM 112 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 53 Added 26 Reduced 5 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 15,028.0 $10.5M 3.10% -1K -8.2% $697.73 -83.5%
2 SCHX SCHWAB STRATEGIC TR 131,523.0 $3.4M 1.00% -3K -2.2% $25.64 +12.6%
3 IXUS ISHARES TR 36,336.0 $3.1M 0.93% -855.0 -2.3% $86.64 +9.5%
4 XMHQ INVESCO EXCHANGE TRADED FD T 16,306.0 $1.7M 0.50% -18K -53.0% $103.37 +7.5%
5 IYK ISHARES TR 23,583.0 $1.7M 0.49% -15K -38.8% $70.03 +4.1%
6 VNQ VANGUARD INDEX FDS 18,099.0 $1.6M 0.47% -5K -20.9% $88.70 +9.6%
7 XLK SELECT SECTOR SPDR TR 10,718.0 $1.4M 0.42% -210.0 -1.9% $132.90 +38.9%
8 IDXX IDEXX LABS INC Healthcare 2,193.0 $1.2M 0.36% -114.0 -4.9% $561.89 -1.2%
9 IEFA ISHARES TR 12,525.0 $1.1M 0.34% -469.0 -3.6% $90.53 +6.1%
10 XLU SELECT SECTOR SPDR TR 23,737.0 $1.1M 0.32% -13K -34.5% $45.89 -0.0%
11 VDC VANGUARD WORLD FD 4,209.0 $945K 0.28% -499.0 -10.6% $224.59 +1.2%
12 IYW ISHARES TR 4,953.0 $899K 0.27% -92.0 -1.8% $181.43 +34.5%
13 BND VANGUARD BD INDEX FDS 10,297.0 $758K 0.22% -2K -15.1% $73.64 -0.1%
14 RSP INVESCO EXCHANGE TRADED FD T 3,210.0 $616K 0.18% -39.0 -1.2% $191.91 +10.4%
15 VTI VANGUARD INDEX FDS 1,855.0 $595K 0.18% -189.0 -9.2% $320.73 +13.5%
16 GLD SPDR GOLD TR Financial Services 1,265.0 $544K 0.16% -79.0 -5.9% $430.29 -14.1%
17 CAT CATERPILLAR INC Industrials 682.0 $483K 0.14% -24.0 -3.4% $708.16 +49.3%
18 VUG VANGUARD INDEX FDS 984.0 $430K 0.13% -63.0 -6.0% $436.84 -81.0%
19 COWZ PACER FDS TR 6,721.0 $420K 0.12% -34K -83.5% $62.56 -0.6%
20 IEMG ISHARES INC 5,396.0 $376K 0.11% -62.0 -1.1% $69.75 +17.8%
Page 1 of 2  ·  26 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 38.6%
Financial Services 31.0%
Healthcare 11.9%
Industrials 5.2%
Consumer Defensive 4.5%
Communication Services 4.0%
Consumer Cyclical 2.6%
Energy 2.3%