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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI VANGUARD INDEX FDS 1,855.0 $595K 0.18% -189.0 -9.2% $320.73 +13.4%
62 AMZN AMAZON COM INC Consumer Cyclical 2,813.0 $586K 0.17% $208.27 +11.5%
63 XLV SELECT SECTOR SPDR TR 3,764.0 $552K 0.16% +112.0 +3.1% $146.62 +9.2%
64 GLD SPDR GOLD TR Financial Services 1,265.0 $544K 0.16% -79.0 -5.9% $430.29 -12.9%
65 VTEB VANGUARD MUN BD FDS 10,347.0 $518K 0.15% +6K +113.6% $50.08 +0.9%
66 IJS ISHARES TR 4,348.0 $515K 0.15% $118.45 +15.2%
67 CAT CATERPILLAR INC Industrials 682.0 $483K 0.14% -24.0 -3.4% $708.16 +43.4%
68 DFUS DIMENSIONAL ETF TRUST 6,519.0 $462K 0.14% $70.91 +13.6%
69 BNDX VANGUARD CHARLOTTE FDS 9,522.0 $458K 0.14% +4K +62.3% $48.05 +1.0%
70 VUG VANGUARD INDEX FDS 984.0 $430K 0.13% -63.0 -6.0% $436.84 -81.0%
71 NULV NUSHARES ETF TR 9,309.0 $424K 0.12% +398.0 +4.5% $45.50 +10.1%
72 COWZ PACER FDS TR 6,721.0 $420K 0.12% -34K -83.5% $62.56 +0.9%
73 ESGE ISHARES INC 9,238.0 $420K 0.12% +872.0 +10.4% $45.47 +18.4%
74 JPM JPMORGAN CHASE & CO Financial Services 1,378.0 $405K 0.12% +13.0 +0.9% $294.13 +13.0%
75 PG PROCTER & GAMBLE CO Consumer Defensive 2,766.0 $400K 0.12% +33.0 +1.2% $144.45 +3.7%
76 GOOGL ALPHABET INC Communication Services 1,309.0 $376K 0.11% +37.0 +2.9% $287.60 +19.4%
77 IEMG ISHARES INC 5,396.0 $376K 0.11% -62.0 -1.1% $69.75 +16.7%
78 IJR ISHARES TR 2,991.0 $372K 0.11% -22.0 -0.7% $124.30 +18.3%
79 VBR VANGUARD INDEX FDS 1,697.0 $369K 0.11% +121.0 +7.7% $217.30 +11.7%
80 IYY ISHARES TR 2,308.0 $366K 0.11% $158.47 +13.1%
Page 4 of 6  ·  107 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%