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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWJ ISHARES INC 33,729.0 $3.1M 0.84% +1K +3.2% $93.27 +3.5%
22 IGF ISHARES TR 43,973.0 $2.9M 0.78% +2K +4.1% $66.60 -1.9%
23 AAPL APPLE INC Technology 9,595.0 $2.8M 0.74% -13K -58.4% $289.37 +11.3%
24 FESM FIDELITY COVINGTON TRUST 55,570.0 $2.7M 0.72% +1K +1.9% $48.29 -0.9%
25 IEUR ISHARES TR 35,145.0 $2.6M 0.71% +2K +5.4% $75.17 +3.9%
26 ICLN ISHARES TR 122,247.0 $2.5M 0.67% -108K -47.0% $20.49 -14.2%
27 KOMP SPDR SERIES TRUST 31,861.0 $2.3M 0.61% +613.0 +2.0% $71.50 -4.3%
28 XLK SELECT SECTOR SPDR TR 10,159.0 $1.9M 0.52% -559.0 -5.2% $190.52 -1.1%
29 VCSH VANGUARD SCOTTSDALE FDS 23,981.0 $1.9M 0.51% NEW $79.03 -0.6%
30 ESGV VANGUARD WORLD FD 14,121.0 $1.9M 0.50% +4K +39.9% $132.24 +4.1%
31 XMHQ INVESCO EXCHANGE TRADED FD T 16,518.0 $1.9M 0.50% +212.0 +1.3% $112.88 +5.4%
32 VNQ VANGUARD INDEX FDS 18,696.0 $1.8M 0.48% +597.0 +3.3% $96.43 +1.4%
33 IYK ISHARES TR 24,153.0 $1.8M 0.47% +570.0 +2.4% $72.66 +3.3%
34 ESGD ISHARES TR 16,485.0 $1.7M 0.45% +4K +37.0% $102.81 +4.1%
35 NVDA NVIDIA CORPORATION Technology 8,068.0 $1.6M 0.43% +138.0 +1.7% $200.10 +11.9%
36 ITOT ISHARES TR 9,638.0 $1.6M 0.42% -55.0 -0.6% $164.27 +3.3%
37 IWM ISHARES TR 4,983.0 $1.5M 0.40% +76.0 +1.6% $300.44 -0.7%
38 SPDW SPDR INDEX SHS FDS 26,713.0 $1.3M 0.36% -18K -40.1% $50.39 +3.4%
39 IWR ISHARES TR 12,156.0 $1.3M 0.36% +348.0 +3.0% $110.32 +2.4%
40 FENY FIDELITY COVINGTON TRUST 45,112.0 $1.3M 0.36% +4K +8.8% $29.56 +17.2%
Page 2 of 6  ·  117 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%