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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 1,565.0 $380K 0.10% -132.0 -7.8% $242.92 +2.2%
22 JPM JPMORGAN CHASE & CO Financial Services 1,122.0 $367K 0.10% -256.0 -18.6% $327.43 +8.2%
23 PG PROCTER & GAMBLE CO Consumer Defensive 2,314.0 $339K 0.09% -452.0 -16.3% $146.65 -2.4%
24 VXUS VANGUARD STAR FDS 3,646.0 $312K 0.08% -194.0 -5.0% $85.50 +2.8%
25 VTEB VANGUARD MUN BD FDS 5,977.0 $302K 0.08% -4K -42.2% $50.58 -2.2%
26 COWZ PACER FDS TR 4,843.0 $301K 0.08% -2K -27.9% $62.20 +15.9%
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 446.0 $224K 0.06% -3.0 -0.7% $501.36 +25.8%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 221.0 $207K 0.06% -124.0 -35.9% $934.76 -0.0%
Page 2 of 2  ·  28 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%