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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 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USXF ISHARES TR 6,494.0 $358K 0.11% +539.0 +9.1% $55.20 +23.9%
82 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 345.0 $344K 0.10% $995.87 -5.4%
83 DFSI DIMENSIONAL ETF TRUST 8,070.0 $342K 0.10% +321.0 +4.1% $42.40 +5.8%
84 UNH UNITEDHEALTH GROUP INC Healthcare 1,248.0 $338K 0.10% $270.61 +53.6%
85 VO VANGUARD INDEX FDS 1,089.0 $313K 0.09% -78.0 -6.7% $287.13 -71.9%
86 XLY SELECT SECTOR SPDR TR 2,858.0 $312K 0.09% -80.0 -2.7% $109.00 +4.0%
87 FREL FIDELITY COVINGTON TRUST 11,278.0 $304K 0.09% -2K -12.3% $26.91 +9.7%
88 VXUS VANGUARD STAR FDS 3,840.0 $296K 0.09% -872.0 -18.5% $77.11 +10.3%
89 IWF ISHARES TR 664.0 $283K 0.08% +203.0 +44.0% $426.45 -72.3%
90 GOOG ALPHABET INC Communication Services 974.0 $279K 0.08% $286.72 +19.3%
91 PEP PEPSICO INC Consumer Defensive 1,694.0 $263K 0.08% +13.0 +0.8% $155.27 -10.1%
92 FSLR FIRST SOLAR INC Energy 1,310.0 $258K 0.08% $197.26 +26.0%
93 XOM EXXON MOBIL CORP Energy 1,485.0 $252K 0.07% NEW $169.61 -18.9%
94 SCHV SCHWAB STRATEGIC TR 8,215.0 $251K 0.07% $30.50 +14.2%
95 JNJ JOHNSON & JOHNSON Healthcare 1,023.0 $250K 0.07% $244.35 +0.2%
96 SHYD VANECK ETF TRUST 10,780.0 $244K 0.07% $22.66 +1.1%
97 META META PLATFORMS INC Communication Services 424.0 $243K 0.07% $572.43 -5.2%
98 ETN EATON CORP PLC Industrials 667.0 $238K 0.07% -33.0 -4.7% $357.46 +17.5%
99 GE GE AEROSPACE Industrials 837.0 $238K 0.07% +5.0 +0.6% $283.77 +30.9%
100 VCR VANGUARD WORLD FD 654.0 $235K 0.07% +98.0 +17.6% $358.78 +7.0%
Page 5 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%