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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLF SELECT SECTOR SPDR TR 24,744.0 $1.3M 0.35% +339.0 +1.4% $53.61 +8.0%
42 IEFA ISHARES TR 13,670.0 $1.3M 0.35% +1K +9.1% $96.58 +4.3%
43 REMX VANECK ETF TRUST 14,678.0 $1.3M 0.35% +2K +12.4% $88.50 -10.5%
44 SPTM SPDR SERIES TRUST 14,272.0 $1.3M 0.35% $90.79 +3.0%
45 SPEM SPDR INDEX SHS FDS 24,293.0 $1.3M 0.34% +2K +7.8% $51.78 +2.1%
46 IYW ISHARES TR 4,860.0 $1.2M 0.33% -93.0 -1.9% $252.21 +0.6%
47 MSFT MICROSOFT CORP Technology 3,256.0 $1.2M 0.33% +454.0 +16.2% $372.98 +35.4%
48 NLR VANECK ETF TRUST 10,405.0 $1.2M 0.32% +2K +23.2% $115.98 +7.8%
49 IDXX IDEXX LABS INC Healthcare 2,193.0 $1.2M 0.31% $526.44 +3.5%
50 XLU SELECT SECTOR SPDR TR 25,199.0 $1.1M 0.31% +1K +6.2% $45.34 -4.8%
51 IWB ISHARES TR 2,707.0 $1.1M 0.30% -3K -50.8% $409.50 +3.1%
52 VDC VANGUARD WORLD FD 4,692.0 $1.1M 0.28% +483.0 +11.5% $225.50 +1.6%
53 FMAT FIDELITY COVINGTON TRUST 17,557.0 $1.0M 0.28% +1K +6.2% $58.51 +4.7%
54 RPG INVESCO EXCHANGE TRADED FD T 14,871.0 $950K 0.25% $63.85 -9.1%
55 BND VANGUARD BD INDEX FDS 12,735.0 $935K 0.25% +2K +23.7% $73.41 -1.2%
56 BNDX VANGUARD CHARLOTTE FDS 18,434.0 $893K 0.24% +9K +93.6% $48.43 -1.5%
57 VTV VANGUARD INDEX FDS 4,003.0 $872K 0.23% -249.0 -5.9% $217.95 +3.4%
58 SPSM SPDR SERIES TRUST 14,575.0 $841K 0.23% -255.0 -1.7% $57.67 -1.1%
59 CAT CATERPILLAR INC Industrials 681.0 $725K 0.19% $1064.21 -23.2%
60 MRK MERCK & CO INC Healthcare 5,566.0 $715K 0.19% +158.0 +2.9% $128.50 +16.4%
Page 3 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%