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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 2,247.0 $681K 0.18% -87.0 -3.7% $303.18 +0.4%
62 RSP INVESCO EXCHANGE TRADED FD T 3,094.0 $658K 0.18% -116.0 -3.6% $212.80 +4.1%
63 AMZN AMAZON COM INC Consumer Cyclical 2,757.0 $657K 0.18% -56.0 -2.0% $238.34 +7.5%
64 ESGE ISHARES INC 11,807.0 $646K 0.17% +3K +27.8% $54.69 -0.6%
65 XLV SELECT SECTOR SPDR TR 4,065.0 $645K 0.17% +301.0 +8.0% $158.68 +8.1%
66 XLC SELECT SECTOR SPDR TR 5,783.0 $620K 0.17% +50.0 +0.9% $107.14 +4.0%
67 NULV NUSHARES ETF TR 11,763.0 $588K 0.16% +2K +26.4% $49.99 +7.9%
68 USXF ISHARES TR 8,355.0 $580K 0.15% +2K +28.7% $69.45 -0.5%
69 IJS ISHARES TR 4,021.0 $550K 0.15% -327.0 -7.5% $136.67 +1.0%
70 DFUS DIMENSIONAL ETF TRUST 6,519.0 $534K 0.14% $81.94 +2.8%
71 UNH UNITEDHEALTH GROUP INC Healthcare 1,256.0 $522K 0.14% +8.0 +0.6% $415.51 -4.9%
72 MU MICRON TECHNOLOGY INC Technology 452.0 $522K 0.14% NEW $1153.84 -18.9%
73 IEMG ISHARES INC 6,266.0 $519K 0.14% +870.0 +16.1% $82.84 -0.5%
74 VUG VANGUARD INDEX FDS 5,793.0 $499K 0.13% +5K +488.7% $86.14 +3.2%
75 GOOGL ALPHABET INC Communication Services 1,377.0 $492K 0.13% +68.0 +5.2% $357.27 -4.7%
76 GLD SPDR GOLD TR Financial Services 1,261.0 $465K 0.12% $368.38 +14.7%
77 IJR ISHARES TR 3,112.0 $462K 0.12% +121.0 +4.0% $148.31 -1.0%
78 DFSI DIMENSIONAL ETF TRUST 9,959.0 $449K 0.12% +2K +23.4% $45.10 +5.2%
79 IYY ISHARES TR 2,308.0 $421K 0.11% $182.31 +3.1%
80 INTC INTEL CORP Technology 2,898.0 $405K 0.11% NEW $139.63 -34.0%
Page 4 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%