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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $324M AUM 105 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 105 New
Page 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 1,344.0 $533K 0.17% NEW $396.31 -5.4%
62 VUG VANGUARD INDEX FDS 1,047.0 $511K 0.16% NEW $487.88 -82.9%
63 IJS ISHARES TR 4,340.0 $494K 0.15% NEW $113.73 +19.9%
64 DFUS DIMENSIONAL ETF TRUST 6,519.0 $484K 0.15% NEW $74.17 +8.6%
65 JPM JPMORGAN CHASE & CO. Financial Services 1,365.0 $440K 0.14% NEW $322.28 +3.2%
66 UNH UNITEDHEALTH GROUP INC Healthcare 1,247.0 $412K 0.13% NEW $330.19 +29.5%
67 CAT CATERPILLAR INC Industrials 706.0 $404K 0.12% NEW $572.91 +77.3%
68 NULV NUSHARES ETF TR 8,911.0 $401K 0.12% NEW $45.05 +11.2%
69 GOOGL ALPHABET INC Communication Services 1,272.0 $398K 0.12% NEW $312.92 +9.8%
70 PG PROCTER AND GAMBLE CO Consumer Defensive 2,733.0 $392K 0.12% NEW $143.29 +4.6%
71 IYY ISHARES TR 2,308.0 $383K 0.12% NEW $165.83 +8.1%
72 ESGE ISHARES INC 8,366.0 $370K 0.11% NEW $44.17 +21.9%
73 IEMG ISHARES INC 5,458.0 $367K 0.11% NEW $67.22 +21.1%
74 IJR ISHARES TR 3,013.0 $362K 0.11% NEW $120.20 +22.3%
75 VXUS VANGUARD STAR FDS 4,712.0 $355K 0.11% NEW $75.44 +12.3%
76 XLY SELECT SECTOR SPDR TR 2,938.0 $351K 0.11% NEW $119.42 -3.5%
77 FREL FIDELITY COVINGTON TRUST 12,856.0 $346K 0.11% NEW $26.89 +11.1%
78 USXF ISHARES TR 5,955.0 $343K 0.11% NEW $57.58 +17.5%
79 FSLR FIRST SOLAR INC Energy 1,310.0 $342K 0.11% NEW $261.23 -7.9%
80 VO VANGUARD INDEX FDS 1,167.0 $339K 0.10% NEW $290.24 -72.4%
Page 4 of 6  ·  105 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 32.5%
Financial Services 30.6%
Healthcare 15.8%
Industrials 5.9%
Communication Services 5.2%
Consumer Defensive 4.9%
Consumer Cyclical 3.4%
Energy 1.8%